Nvidia's stock is down and AMD is up. The culprit may be Arista. [CNBC]
Advanced Micro Devices, Inc. (AMD)
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Source: CNBC
Ullal said that a year ago about 99% of deployments were Nvidia, and now about 20% to 25% use AMD. Nvidia has diminished need for Arista since it now develops its own networking technology to link AI chips. President and CEO of Arista Networks Jayshree Ullal Scott Mlyn | CNBC Shares of Nvidia and Advanced Micro Devices moved in opposite directions on Friday, after the CEO of Arista Networks told investors that her company is seeing some deployment shifting to AMD. Nvidia's stock fell almost 3%, while AMD gained close to 1%. “A year ago, it was pretty much 99% Nvidia, right?” Ullal said on Arista's earnings call late Thursday, when asked by an analyst about the company's work with AMD. “Today, when we look at our deployments, we see about 20%, maybe a little more, 20% to 25%, where AMD is becoming the preferred accelerator of choice.” The stock moves weren't dramatic, but Ullal's comments are notable because Nvidia has dominated the market for graphics processing units (
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