Nvidia smashed expectations with its record-breaking quarter, driven by AI infrastructure demand. Networking giants like Arista and Cisco face fierce competition.

Citi analyst Atif Malik raised the firm’s price target on Cisco (CSCO) to $73 from $71 and keeps a Buy rating on the shares. Nvidia (NVDA) last

Cisco and Nvidia announced a landmark deal on Tuesday in which the two companies have agreed to develop joint offerings that will simplify the build-out of AI-ready data center networks.

Nvidia (NVDA) is advancing 2.5% after the tech giant announced yesterday that it was widening its alliance with Cisco (CSCO).

Shares of Cisco Systems Inc. (CSCO) gained over 0.4% in after-market hours on Thursday after analysts at Citi raised their price target for the stock after Nvidia Corp.’s (NVDA) strong fourth-quarterperformance.

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Semiconductors are at the core of global innovation, powering advancements in artificial intelligence, cloud computing, autonomous vehicles, and more.

Nvidia CEO Jensen Huang stated, "Together with Cisco's enterprise platforms and global reach, we can help companies worldwide build state-of-the-art NVIDIA infrastructure as they race to transform with AI.

For the full 2025 fiscal year, Nvidia generated total revenue of $130.5 billion, an increase of 114% compared to the prior year. The company also reported net income of $72.9 bill

This partnership standardizes Cisco and NVIDIA technologies in business and cloud contexts to ease AI infrastructure administration.