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Feb 14, 2026

Arista's CEO just confirmed AMD now powers 20-25% of their AI deployments, down from Nvidia's near-total lock last year. Stocks reacted instantly—Nvidia dipped while AMD climbed—but the bigger picture for AI hardware competition might change everything...

Financial market analysis from 14/02/2026. Market conditions may have changed since publication.

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Bitcoin will not be the final cryptocurrency, nor the ultimate implementation of a blockchain. But it was the first practical implementation of a blockchain architecture, and appreciation is in order.
— Ray Kurzweil
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