Nvidia under pressure as Arista Networks shifts to AMD

Nvidia under pressure as Arista Networks shifts to AMD

Tech in Asia·2026-02-14 17:00

Nvidia’s stock declined nearly 3% on February 13, while AMD’s shares rose close to 1%, following comments from Arista Networks’ CEO about shifting deployment preferences.

The CEO noted that around 20-25% of Arista’s deployments now favor AMD, compared to nearly 100% a year ago.

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