Nvidia was one of the first stocks to soar as demand for artificial intelligence infrastructure exploded after the release of ChatGPT. Micron is up 1,690% since January 2023, and Sandisk is up 3,860% since it was spun off from Western Digital in 2025. Some Wall Street analysts think networking companies like Astera Labs (ALAB -2.68%) and Arista Networks (ANET +2.13%) will be the next big winners. In the third quarter, management estimates revenue growth will accelerate to 139% as Scorpio switches become the largest product line. In the current quarter, management expects revenue and non-GAAP net income growth to accelerate to 43%.