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

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.

Nvidia and Cisco are intensifying their collaboration. The network specialist is now also contributing to Nvidia's Spectrum-X reference architecture.

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