In this photo illustration, the logo of Arista Networks, Inc. is displayed on a smartphone screen, with the company's branding visible in the background. (Photo illustration by Cheng Xin/Getty Images)Getty ImagesArista Networks’ stock, as of 1/15/2026, has generated positive returns over the past year, but how does its high valuation line up against competitors that are rapidly expanding in the AI and data center surge? With hyperscalers racing to expand data center capacity to support generative AI workloa ...