AMD and Arista beat expectations as AI infrastructure engines keep humming
TiernanRayTech · x · 2026-11-04
AMD and Arista Networks both delivered strong reports: AMD sidestepped the PC trap Intel fell into with a solid year-over-year sales gain, while Arista's 2027 outlook came in well above expectations. Both continue to perform superbly in the AI market, led by two of the industry's best managers, Lisa Su and Jayshree Ullal. Shares of both rose on the results.
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