## What happened

Shares of Nvidia fell while AMD gained after Arista Networks CEO Jayshree Ullal told analysts that a meaningful slice of deployments is shifting toward AMD accelerators.

## Key details

- Arista said AMD is becoming the preferred accelerator in roughly 20%–25% of certain deployments, vs. near-total Nvidia dominance a year ago.

- Nvidia has maintained an overwhelming share of the AI GPU market, but hyperscalers and partners are exploring alternatives.

- Arista’s positioning matters because its Ethernet switching connects accelerators inside AI clusters.

- Nvidia has also pushed its own networking stack, which can reduce Arista’s role in some builds.

## Market context

The moves were modest, but they landed amid heightened sensitivity to AI ‘winner-take-most’ narratives across semis and infrastructure names.

## Why it matters

Any indication that large AI infrastructure buyers are diversifying away from Nvidia can move mega-cap tech and index performance. For investors, the comments reinforce that the AI trade is increasingly about competitive positioning across chips, networking and platform ecosystems — not just overall demand.

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*Drafted for Kicukiro Tech on 2026-02-14 20:04 UTC. Source link below.*