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ANET · Arista Networks
The dominant high-speed Ethernet switch maker and de facto networking standard for AI training clusters — deeply embedded with Meta, Microsoft, and Oracle.
Shu Ju Zhong Xin
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VRT · Vertiv
The dominant provider of liquid cooling and power solutions for data centers — Vertiv is the picks-and-shovels play on AI capex, with a backlog that keeps climbing.
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AMD — The Prime NVIDIA Alternative in AI Compute
Beyond NVIDIA, AMD is the core alternative play in AI compute infrastructure. The MI300/MI400 ramp rate will determine how fast its second growth curve materializes.
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NVDA · Nvidia
The undisputed monopolist of AI compute — Nvidia controls 90%+ of the data center GPU market and sets the tempo for the entire AI capex cycle.