Had You Invested in These 2 AI Infrastructure Winners 10 Years Ago, Here’s What You’d Have Now

• Both Arista Networks (ANET) and Comfort Systems USA (FIX) have delivered extraordinary returns since the AI boom began.

• Both rides came with volatility, but they have earned their premiums, so long as the AI infrastructure thesis holds.

• If you’re focused on picking the right stocks and ETFs you may be missing the bigger picture: retirement income. That is exactly what The Definitive Guide to Retirement Income was created to solve, and it’s free today. Read more here

Arista Networks (NYSE: ANET) and Comfort Systems USA (NYSE: FIX) look nothing alike on the surface. Arista makes high-speed networking switches that move data inside hyperscale cloud facilities, while Comfort Systems sends electricians and HVAC crews to build and cool those same facilities. Together, they form two distinct layers of the AI infrastructure stack, and both have delivered extraordinary returns since the artificial intelligence boom began.

Arista’s story is about winning the networking layer of AI. As hyperscalers like Microsoft and Meta raced to build GPU clusters, they needed ultra-low-latency switching fabric to connect them. Arista supplied it. FY2025 revenue hit $9.006 billion, up 28.6% year over year, and the company crossed 150 million cumulative ports shipped while expanding into campus networking via its VeloCloud acquisition.

Comfort Systems’ story is simpler. Data centers need cooling, power, and mechanical systems before a single server goes live. As AI construction spending accelerated, Comfort Systems’ backlog tripled. Data center and tech infrastructure now accounts for roughly 45% of company revenue, and FY2025 net income crossed $1 billion for the first time, rising 95.73% year over year. The record backlog of $11.94 billion at year-end 2025 roughly doubled in a single year.

If you’re focused on picking the right stocks and ETFs you may be missing the bigger picture: retirement income. That is exactly what The Definitive Guide to Retirement Income was created to solve, and it’s free today. Read more here

1-Year Return

• Initial Investment: $1,000

• Current Value: $1,961

• Total Return: 96.1%

• S&P 500 (same period): $1,304 (30.4%)

5-Year Return

• Initial Investment: $1,000

• Current Value: $6,562

• Total Return: 556.2%

• S&P 500 (same period): $1,621 (62.1%)

10-Year Return

• Initial Investment: $1,000

• Current Value: $31,072

• Total Return: 3,007.2%

• S&P 500 (same period): $3,222 (222.2%)

1-Year Return

• Initial Investment: $1,000

• Current Value: $4,851

• Total Return: 385.1%

• S&P 500 (same period): $1,304 (30.4%)