Key Points Arista Networks' fourth-quarter results surpassed analysts' expectations, and the company boosted guidance. Cloud computing dominance is fueling Arista's growth, as the company's CEO highlighted revenue from cloud titans Microsoft and Meta. Arista is collaborating with Nvidia, AMD and Intel on AI infrastructure. 5 stocks we like better than Arista Networks Arista Networks Inc. NYSE: ANET may not be as well known among tech investors as Cisco NASDAQ: CSCO, but it's outperformed its larger rival by ...