By Geoffrey Seiler
Publication Date: 2026-03-20 10:55:00
One of the most explosive areas of the artificial intelligence (AI) infrastructure build-out is in data center networking. As AI chip clusters grow in size and complexity, networking becomes even more important to ensure they run optimally.
Two of the top AI networking stocks to own are Broadcom (AVGO +1.24%) and Arista Networks (ANET +0.14%). Let’s see which is the better AI stock to buy right now.
Image source: Getty Images.
Broadcom
Broadcom is a market leader in networking hardware. The company makes a variety of networking components, including Ethernet switches, digital signal processors (DSPs), SerDes (Serializer/Deserializer), and network interface cards (NICs), which data center operators use to direct data flow and distribute AI workloads across servers.
Its Tomahawk Ethernet switch, meanwhile, is considered the industry standard for high-bandwidth switching used in AI data centers. The company has seen strong growth from this segment, with revenue climbing 60% last…
