This article looks at ServiceNow and Arista Networks as long-term picks for investors interested in AI and durable business models. **ServiceNow (NOW)** This enterprise software company is focusing heavily on AI workflow automation. In Q3, subscription revenue grew 20% to $3.3 billion. They also approved a 5-for-1 stock split and increased share buybacks. Management expects $500 million in AI-related contract value by 2025. Analysts have a Strong Buy consensus and predict 25% earnings growth next year. Q4 results are expected on Jan 28. **Arista Networks (ANET)** Arista builds high-speed networking for data centers and cloud providers. Their Q3 revenue jumped 28% to $2.31 billion, driven by demand for AI infrastructure. They are targeting at least $1.5 billion in AI revenue for 2025. The stock trades at a premium of 42x forward earnings, but analysts see continued momentum and maintain a Strong Buy rating.