Missing Nvidia? The fund manager says this under-the-radar network stock is set to boost artificial intelligence
Tech companies, especially those that leverage artificial intelligence, have been in the spotlight this year with investments from the likes of Nvidia, Baidu, and Alibaba. However, one perhaps lesser-known company stands out for portfolio manager Sanjay Iyer: US cloud computing and networking equipment company Arista Networks. “[Arista] Ayer, portfolio manager at US-headquartered WCM Investment Management, …