Arista Networks (ANET) -- Leading the Charge in AI Data Center Expansion | Giverny Capital 2024 Q4

Benefiting from the Surge in AI Data Center Investments

Apr 13, 2025

Summary

Top performer in the portfolio with an 87% increase in 2024.
Leader in networking equipment for AI data centers.
Strong market position driven by robust demand for AI infrastructure.
Potential risks include technological advancements and competitive pressures.

Arista Networks was the standout performer in the Giverny Capital 2024 Q4 fund letter, with an impressive 87% rise in 2024. Giverny Capital Inc. attributed this success to the company's leadership in providing networking solutions for AI data centers, a rapidly growing market segment.

"Our largest and best-performing position, Arista Networks, rose 87% for the year as enthusiasm over the prospects of a massive build out of Artificial Intelligence data centers fueled the stock." — Giverny Capital Inc., Giverny Capital 2024 Q4 Fund Letter

Read full letter at gurufocus Giverny Capital 2024 Q4 page.

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文

Education

Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.