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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
Last advanced micro devices, inc. earnings: 4/28 04:25 pm
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US:NYSE Investor Relations: ir.amd.com/investor-overview
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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
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