---
title: "$AMD(AMD.US) on Arista Networks' earnings call:Also, if you don't mind, could you talk about AMD? We"
description: "$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."
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/38723561.md"
published_at: "2026-02-13T12:03:35.000Z"
author: "[dian11](https://longbridge.com/en/profiles/14506608)"
---

# $AMD(AMD.US) on Arista Networks' earnings call:Also, if you don't mind, could you talk about AMD? We

$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.

### Related Stocks

- [ANET.US - Arista Networks](https://longbridge.com/en/quote/ANET.US.md)
- [AMD.US - AMD](https://longbridge.com/en/quote/AMD.US.md)
- [NVDA.US - NVIDIA](https://longbridge.com/en/quote/NVDA.US.md)

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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.