During the 2026 Q1 earnings cycle, Cisco Systems reported a record $15.8 billion in sales, exceeding prior guidance, supported by a 35% year-over-year growth in overall product orders, including a 40% increase in data center switching orders. Meanwhile, NVIDIA achieved record sales of $81.6 billion, with an adjusted EPS of $1.87, more than doubling year-over-year, driven largely by a 92% surge in data center sales.
Both companies have benefited significantly from favorable trends in AI demand, solidifying their roles in the ongoing technological buildout.
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