$AMD(AMD.US) on Arista Networks' earnings call:

Also, if you don't mind, could you talk about AMD? We've heard that your 450 series products or their new chips have put a lot of effort into networking. Wondering if this will have an impact on your performance this year? Thank you very much!

Oh, right, about the AMD question. You know, I think I told you this a year ago, but I'll say it again. A year ago, NVIDIA had almost 99% market share, right? And now, when we look at deployments, we find that in about 20% to 25% of deployments, AMD is becoming the accelerator of choice. In these cases, Arista is obviously more popular because they've built first-class modules for NICs, networking, and I/O, and they tend to favor open standards over a single vendor's fully vertically integrated solution. So you're right, AMD, especially working with Lisa, Forest, and the whole team has been very pleasant, and we perform excellently in this multi-vendor open configuration.