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据报道,英伟达、思科和OpenAI支持阿联酋“星际之门”数据中心建设
快讯· 2025-05-17 03:28
据报道,英伟达、思科和OpenAI支持阿联酋"星际之门"数据中心建设。(智通财经) ...
5月17日电,据报道,英伟达、思科和OpenAI支持阿联酋“星际之门”数据中心建设。
快讯· 2025-05-17 03:26
智通财经5月17日电,据报道,英伟达、思科和OpenAI支持阿联酋"星际之门"数据中心建设。 ...
Nvidia, Cisco and OpenAI are backing the UAE Stargate data center project
CNBC· 2025-05-17 03:21
公司动态 - NVIDIA CEO Jensen Huang参加美国总统特朗普在华盛顿特区举行的"投资美国"活动 [1] - NVIDIA将提供最新Blackwell GB300系统硬件支持"阿联酋星际之门"人工智能数据中心 [1] - 阿布扎比数据中心由阿联酋公司G42承建 [2] 行业合作 - 美国科技巨头NVIDIA、Cisco和OpenAI共同支持"阿联酋星际之门"人工智能数据中心项目 [1] - 该项目由特朗普政府宣布 [2] 国际访问 - 美国总统特朗普访问阿联酋 这是其第二任期首次外访行程的一部分 [2] - 特朗普还访问了沙特阿拉伯 [2]
FTNT vs. CSCO: Which Network Security Giant is the Better Investment?
ZACKS· 2025-05-17 01:06
Fortinet (FTNT) and Cisco Sytems (CSCO) are well-established players in the network security market. Both offer enterprise-grade cybersecurity solutions and network infrastructure, with Fortinet focused purely on security and Cisco blending security with broader networking products.Per the Mordor Intelligence report, the network security market size is estimated at $24.95 billion in 2025. It is expected to witness a CAGR of 11.47% over the forecast period 2025-2030, reaching $42.93 billion by 2030. Both FTN ...
Cisco Stock Eyes New Highs in 2025 on AI, Earnings, Upgrades
MarketBeat· 2025-05-16 20:02
Cisco Systems TodayCSCOCisco Systems$64.26 +2.97 (+4.85%) 52-Week Range$44.50▼$66.50Dividend Yield2.55%P/E Ratio28.06Price Target$66.53Add to WatchlistFor numerous reasons, Cisco Systems' NASDAQ: CSCO stock price will reach new highs in 2025 and continue to trend higher into 2026. Those include outperformance in FQ3, guidance for FQ4, AI, the analysts, and capital returns. The takeaway is that AI drives business strength, leading to improved guidance and a high likelihood of strong performance in F2026. Th ...
砸出2.2万亿,“喂饱”特朗普,“海湾石油王国”要做“AI超级大国”
华尔街见闻· 2025-05-16 16:51
川普中东走一圈,"大单"签到手软,引爆了AI投资狂潮,中东砸了数万亿押注,全球AI竞争格局将被重 塑? 据央视此前报道新闻,美国总统特朗普在当地时间13日至16日访问沙特、卡塔尔和阿联酋三国。综合媒 体最新报道,为期四天的中东之行中,沙特、卡塔尔和阿联酋承诺斥资数万亿美元,以换取尖端AI芯 片的供应,加速其AI领域的开发。 不仅有英伟达向沙特交付1.8万颗顶级AI芯片,高通、IBM、Alphabet等巨头也纷纷宣布联合投资,而且 星际之门或也将落户中东,此外特朗普还取消了拜登政府的AI芯片出口限制,为中东AI发展铺平了道 路...... 分析认为,凭借丰富的能源资源和雄厚的财力,五年后世界最强大的AI数据中心将会在中东,而不是 美国。 阿联酋和沙特阿拉伯正在建设规模庞大的数据中心并购买美国最先进的AI芯片,具体来看: 此外,交易核心包括特朗普政府取消前任拜登政府对中东国家的AI芯片限制,允许中东获取美国最先 进的芯片技术扫清了障碍。 这一系列的投资揭示中东的AI野心,沙特阿拉伯的目标是成为可以媲美硅谷的AI中心,阿联酋则希望 在2031年成为全球AI领导者。 凭借得天独厚的能源优势,五年后中东将成为全球AI中 ...
Cisco Q3 Earnings Beat Estimates, Revenues Up Y/Y, Shares Rise
ZACKS· 2025-05-16 02:36
Cisco Systems (CSCO) reported third-quarter fiscal 2025 non-GAAP earnings of 96 cents per share, beating the Zacks Consensus Estimate by 5.49%. The figure increased 9.1% year over year.Revenues of $14.15 billion surpassed the Zacks Consensus Estimate by 0.65%. The top line increased 11.4% year over year.Cisco shares were up 4.13% in pre-market trading. In the year-to-date period, CSCO shares have gained 3.6%, outperforming the Zacks Computer & Technology sector’s 2.4% decline.CSCO’s Top-Line DetailsRevenues ...
Cisco Q3 2025: The Market Still Doesn't Get It
Seeking Alpha· 2025-05-16 01:26
Cisco Systems, Inc. (NASDAQ: CSCO ) is finally being rewarded for years of hard work, product innovation, smart partnerships, and balance sheet discipline. Fiscal Q3 results came in strong across the board, with revenue and earningsI’m passionate about finance and investing, focusing on business analysis, fundamental analysis, valuation, and long-term growth, especially in sectors like AI, fintech, finance and tech. I study finance and economy and have hands-on experience in equity research, financial model ...
ETFs to Gain as Cisco Beats on Q3 Earnings, Lifts 2025 Outlook
ZACKS· 2025-05-16 00:31
Tech prime Cisco Systems (CSCO) reported robust third-quarter fiscal 2025 results, beating both earnings and revenue estimates. It lifted its outlook for the fiscal year, fueled by continued demand for the company’s technologies.CSCO shares jumped about 2% in after-market hours. Smooth trading is expected to continue in the ETF world as well, thereby making ETFs with the largest allocation to this networking giant compelling. The ETFs include iShares U.S. Telecommunications ETF (IYZ) , First Trust Nasdaq Cy ...
Cisco: Low Growth Despite AI Infrastructure Opportunities
Seeking Alpha· 2025-05-16 00:11
If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Cisco Systems, Inc. (NASDAQ: CSCO ) reported Q3 2025 earnings that beat Wall Street estimates on revenues and earnings per share. I used to own a small number of shares in Cisco, and the stock had done wellDhierin runs the investing group The Aeros ...