Prediction: Networking Will Be the Next Bottleneck Within the AI Supercycle. 1 Growth Stock to Own.

As AI infrastructure demand surges, networking components are becoming the next supply bottleneck. Goldman Sachs expects optical networking revenue to grow over 10x between 2026-2028. Arista Networks is positioned as a major beneficiary, with its AI networking fabric customer base growing from 4-5 in 2024 to over 100 customers, and revenue expected to reach $3.5 billion from AI deployments in 2026.