Choosing between infrastructure and software can be a challenge for growth investors. Both Arista Networks Inc. (NYSE:ANET) and Figma Inc. (NYSE:FIG) offer compelling opportunities, but which is the better buy today? Arista Networks provides the hardware and software necessary to power the world's largest data centers, while Figma offers a cloud-based design platform used by millions of developers. As both companies lean into the expansion of artificial intelligence, investors are weighing Arista's established profitability against Figma's rapid top-line growth. Arista Networks provides data-driven networking platforms for massive data centers and campus environments among tech stocks. It serves "cloud titans" and specialty AI providers that require high-speed switching and routing capabilities. While the company does not name specific clients, its reliance on a limited number of large buyers creates significant customer concentration. Customer concentration like this adds a layer of risk to the business.
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