ANET. Excellent quality, at the top, but a little more?Arista Networks IncBATS:ANETMRCMMAmong large-cap AI infrastructure stocks, Arista Networks (ANET) has one of the strongest, long-term investment cases. The key idea is: Every AI cluster, needs not only GPUs, but also an extremely fast network connecting those GPUs. Arista is one of the companies enabling that connectivity. If I were, ranking major AI infrastructure businesses, by quality rather than hype, I'd put them roughly in this group: NVIDIA Arista Networks Broadcom Vertiv Holdings Arista is compelling, because it benefits from the AI, buildout regardless of which model, chip, or AI application wins. As AI clusters become larger, networking tends to become more important, not less. For investors seeking an AI infrastructure name that is profitable, has a strong moat, and is less dependent on a single product than many AI stocks, ANET is one of the strongest candidates. Richly priced, i doubt investors jump out.