tech

February 13, 2026

Nvidia's stock is down and AMD is up. The culprit may be Arista.

Shares of Nvidia fell on Friday, while rival Advanced Micro Devices rallied after the CEO of Arista Networks said her company is shifting some workloads.

Nvidia's stock is down and AMD is up. The culprit may be Arista.

TL;DR

  • Nvidia's stock fell by nearly 3%, while AMD's stock rose by close to 1% on Friday.
  • Arista Networks CEO indicated a shift in AI hardware deployments, with 20-25% now favoring AMD.
  • Nvidia dominates the AI chip market with approximately 90% share.
  • AMD is emerging as a competitor, with its stock increasing significantly over the past year.
  • Arista Networks provides Ethernet switching technology for AI infrastructure.
  • Nvidia's development of its own networking technology is reducing its need for Arista's solutions.

Continue reading the original article

Made withNostr