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The Zacks Analyst Blog Highlights NVIDIA, Vertiv, Arista Networks, Broadcom and Hewlett Packard
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For Immediate Release
Chicago, IL – September 22, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: NVIDIA (NVDA - Free Report) , Vertiv (VRT - Free Report) , Arista Networks (ANET - Free Report) , Broadcom (AVGO - Free Report) and Hewlett Packard's (HPE - Free Report) .
Here are highlights from Monday’s Analyst Blog:
Beyond NVIDIA: 2 AI Data Center Stocks to Buy for More Upside
The AI boom is creating a second layer of investment opportunities beyond the chips that power it. As hyperscalers accelerate spending on AI servers and data centers, demand is rising for the power, cooling and networking infrastructure required to support increasingly dense computing environments. This shift is becoming more important as AI workloads consume more electricity and require faster movement of data across large clusters.
According to the U.S. Energy Information Administration's Sept. 9 report, U.S. electricity generation is expected to increase 2.2% in 2026 to 4,368 billion kilowatt-hours, with data-center development among the factors supporting demand.
This makes the broader AI data-center ecosystem worth watching even as investors debate the sustainability of massive AI spending. NVIDIA remains the central beneficiary of AI compute demand, but companies supplying the infrastructure around those GPUs can also benefit as data-center capacity expands.
For investors looking beyond the semiconductor leader, power, cooling and networking providers offer direct exposure to this next phase of the AI buildout. Here, we discuss two stocks, Vertiv and Arista Networks, which offer exposure to the AI data-center boom beyond NVIDIA, with opportunities spanning power and cooling, networking and AI infrastructure.
Why Look Beyond NVIDIA?
NVIDIA remains the dominant supplier of AI accelerators, with fiscal 2027, second-quarter Data Center revenues soaring 117% year over year driven by strong demand for its Blackwell platform and the ramp of Blackwell Ultra. However, AI data centers require much more than GPUs. They also need high-speed networking, servers, power-management systems, cooling equipment and other critical infrastructure.
Recent corporate results provide further evidence that AI infrastructure spending is extending beyond GPUs. Broadcom's fiscal third-quarter AI semiconductor revenues jumped 221% year over year, reflecting strong demand for custom AI accelerators and networking. Hewlett Packard's fiscal third-quarter Data Center Networking revenues surged 112.2% to $382 million, while the company's AI Systems orders reached $2.4 billion.
These trends suggest that the AI investment opportunity is broadening across the data-center stack, creating opportunities in networking, computing, power and cooling alongside the accelerator market.
2 Stocks to Buy Beyond NVIDIA
Vertiv: It provides power, cooling and other critical infrastructure for data centers, making it a direct beneficiary of rising AI rack density and electricity requirements. Second-quarter 2026 sales increased 24% year over year, while product revenues rose 22%. The company expects third-quarter sales of $3.65-$3.85 billion.
Vertiv is also expanding its exposure to power-constrained data centers. On Sept. 2, the company announced an agreement to acquire UtilityInnovation Group for approximately $1.45 billion in cash at closing, with up to $1.15 billion in additional consideration tied to EBITDA targets. The deal would add microgrid controls, onsite-generation orchestration and behind-the-meter power architecture to Vertiv's portfolio. Vertiv expects the transaction to close in the fourth quarter of 2026.
VRT currently carries a Zacks Rank #2 (Buy). Over the past three months, VRT shares have declined about 30.4%, despite the company's strong AI infrastructure demand and raised guidance. The pullback could provide a more attractive entry point for investors seeking long-term exposure to the AI data-center buildout. Meanwhile, the stock is projected to report 59.3% earnings growth on 36.9% revenue growth in 2026.
Arista: It supplies high-speed networking equipment that enables massive AI clusters to move data efficiently. Its second-quarter revenues increased 37.7% year over year, marking its first quarter above $3 billion. Management expects third-quarter revenues of approximately $3.3 billion.
Arista is also benefiting from rising demand for AI networking as cloud and hyperscale customers expand their data-center infrastructure. The company has been developing Ethernet-based solutions for large AI clusters, including its Etherlink AI networking portfolio. Recent industry commentary points to growing demand for high-speed networking as AI clusters become larger and more interconnected.
Shares of ANET have gained 14.2% over the past three months. However, the company's robust AI networking demand and continued product innovation indicate further growth potential as data-center customers expand their AI infrastructure. This Zacks Rank #1 (Strong Buy) stock is projected to report 35.6% earnings growth on 39.1% revenue growth in 2026. You can see the complete list of today's Zacks #1 Rank stocks here.
Why Haven't You Looked at Zacks' Top Stocks?
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Today you can access their live picks without cost or obligation.
Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
View the Zacks #1 Rank List
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The Zacks Analyst Blog Highlights NVIDIA, Vertiv, Arista Networks, Broadcom and Hewlett Packard
For Immediate Release
Chicago, IL – September 22, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: NVIDIA (NVDA - Free Report) , Vertiv (VRT - Free Report) , Arista Networks (ANET - Free Report) , Broadcom (AVGO - Free Report) and Hewlett Packard's (HPE - Free Report) .
Here are highlights from Monday’s Analyst Blog:
Beyond NVIDIA: 2 AI Data Center Stocks to Buy for More Upside
The AI boom is creating a second layer of investment opportunities beyond the chips that power it. As hyperscalers accelerate spending on AI servers and data centers, demand is rising for the power, cooling and networking infrastructure required to support increasingly dense computing environments. This shift is becoming more important as AI workloads consume more electricity and require faster movement of data across large clusters.
According to the U.S. Energy Information Administration's Sept. 9 report, U.S. electricity generation is expected to increase 2.2% in 2026 to 4,368 billion kilowatt-hours, with data-center development among the factors supporting demand.
This makes the broader AI data-center ecosystem worth watching even as investors debate the sustainability of massive AI spending. NVIDIA remains the central beneficiary of AI compute demand, but companies supplying the infrastructure around those GPUs can also benefit as data-center capacity expands.
For investors looking beyond the semiconductor leader, power, cooling and networking providers offer direct exposure to this next phase of the AI buildout. Here, we discuss two stocks, Vertiv and Arista Networks, which offer exposure to the AI data-center boom beyond NVIDIA, with opportunities spanning power and cooling, networking and AI infrastructure.
Why Look Beyond NVIDIA?
NVIDIA remains the dominant supplier of AI accelerators, with fiscal 2027, second-quarter Data Center revenues soaring 117% year over year driven by strong demand for its Blackwell platform and the ramp of Blackwell Ultra. However, AI data centers require much more than GPUs. They also need high-speed networking, servers, power-management systems, cooling equipment and other critical infrastructure.
Recent corporate results provide further evidence that AI infrastructure spending is extending beyond GPUs. Broadcom's fiscal third-quarter AI semiconductor revenues jumped 221% year over year, reflecting strong demand for custom AI accelerators and networking. Hewlett Packard's fiscal third-quarter Data Center Networking revenues surged 112.2% to $382 million, while the company's AI Systems orders reached $2.4 billion.
These trends suggest that the AI investment opportunity is broadening across the data-center stack, creating opportunities in networking, computing, power and cooling alongside the accelerator market.
2 Stocks to Buy Beyond NVIDIA
Vertiv: It provides power, cooling and other critical infrastructure for data centers, making it a direct beneficiary of rising AI rack density and electricity requirements. Second-quarter 2026 sales increased 24% year over year, while product revenues rose 22%. The company expects third-quarter sales of $3.65-$3.85 billion.
Vertiv is also expanding its exposure to power-constrained data centers. On Sept. 2, the company announced an agreement to acquire UtilityInnovation Group for approximately $1.45 billion in cash at closing, with up to $1.15 billion in additional consideration tied to EBITDA targets. The deal would add microgrid controls, onsite-generation orchestration and behind-the-meter power architecture to Vertiv's portfolio. Vertiv expects the transaction to close in the fourth quarter of 2026.
VRT currently carries a Zacks Rank #2 (Buy). Over the past three months, VRT shares have declined about 30.4%, despite the company's strong AI infrastructure demand and raised guidance. The pullback could provide a more attractive entry point for investors seeking long-term exposure to the AI data-center buildout. Meanwhile, the stock is projected to report 59.3% earnings growth on 36.9% revenue growth in 2026.
Arista: It supplies high-speed networking equipment that enables massive AI clusters to move data efficiently. Its second-quarter revenues increased 37.7% year over year, marking its first quarter above $3 billion. Management expects third-quarter revenues of approximately $3.3 billion.
Arista is also benefiting from rising demand for AI networking as cloud and hyperscale customers expand their data-center infrastructure. The company has been developing Ethernet-based solutions for large AI clusters, including its Etherlink AI networking portfolio. Recent industry commentary points to growing demand for high-speed networking as AI clusters become larger and more interconnected.
Shares of ANET have gained 14.2% over the past three months. However, the company's robust AI networking demand and continued product innovation indicate further growth potential as data-center customers expand their AI infrastructure. This Zacks Rank #1 (Strong Buy) stock is projected to report 35.6% earnings growth on 39.1% revenue growth in 2026. You can see the complete list of today's Zacks #1 Rank stocks here.
Why Haven't You Looked at Zacks' Top Stocks?
Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.
Today you can access their live picks without cost or obligation.
See Stocks Free >>
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.