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Tech industry
from24/7 Wall St.
7 hours ago

Forget Nvidia: This Networking Giant Just Landed $2.1 Billion in AI Orders, and Nobody's Talking About It

Cisco is experiencing a major resurgence driven by AI infrastructure demand, with hyperscalers booking $2.1 billion in a single quarter, matching its entire fiscal 2025 revenue and positioning the company for significant growth.
Tech industry
fromFortune
6 days ago

Nvidia's record quarter and what it signals for CFOs: 'Compute equals revenue' | Fortune

Nvidia reported record Q4 revenue of $68.1 billion with 73% year-over-year growth, driven by surging data center demand, and guided Q1 fiscal 2027 revenue to $78 billion with secured capacity for multiple quarters ahead.
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