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In 2025, stocks associated with artificial intelligence (AI) and data center solutions have seen significant gains, with Vertiv (VRT) up over 40%, Arista Networks (ANET) receiving bullish earnings revisions, and Super Micro Computer (SMCI) rising nearly 80%. These companies are heavily benefiting from the increasing demand for AI technologies and related infrastructure.
Vertiv, which provides critical technology and infrastructure solutions for data centers, is outperforming the S&P 500, while Arista Networks specializes in networking solutions for large AI applications. Super Micro Computer, known for its comprehensive IT solutions in AI and edge services, has also experienced substantial stock appreciation this year.
Overall, these three companies—Vertiv, Arista Networks, and Super Micro Computer—are highlighted as prime opportunities for investors seeking exposure in the growing AI data center market.
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