Key Points
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IBM, Cisco, and Nokia are leading tech companies enhancing artificial intelligence (AI) infrastructure while offering portfolio diversification for investors.
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IBM has a 2.2% dividend yield and has raised its dividend for 30 consecutive years; its revenues reached $16.3 billion in Q3 2025, up 9% year over year.
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Cisco, with a 2.1% dividend yield, reported $56.7 billion in revenue for fiscal 2025, reflecting 5% year-over-year growth, and projects continued increase in fiscal 2026.
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Nokia has the highest dividend yield at 2.5% and is transitioning mobile networks with a $1 billion investment partnership with Nvidia for AI-supported 6G technology.
In Q3 2025, IBM’s software division, which includes AI offerings, saw a 10% revenue increase to $7.2 billion, fueled by the successful launch of AI-specific servers. Similarly, Cisco’s new AI-driven networking products contributed to its revenue growth of 8% in fiscal Q1 2026. Meanwhile, Nokia is leveraging AI technology to transition cellular networks, experiencing a turnaround with a 4% revenue growth through Q3 2025.
