Arista Networks: Meta injects USD 50 billion into the Hyperion Data Center, and this stock is the ultimate beneficiary

Meta (i) is spending a capex of USD 145 billion this year. According to Morgan Stanley, this could rise to USD 225 billion in 2027 and USD 250 billion in 2028. Now, they plan to scale the Hyperion Data Center from 2 GW to 5 GW. The cost will be USD 50 billion. This indicates that Meta currently sees no overcapacity. Hyperscalers will likely maintain their high capex. In this context, I wonder who might benefit? The answer is companies that have as much revenue share as possible with Meta in the field of data center infrastructure. Like Arista Networks!...