Cisco milks AI boom as orders surge – Fudzilla.com
… The networking outfit reported third-quarter revenue of $15.8 billion for the period ended 25 April 2026. That was up 12 per cent from a year earlier and above the top end of its own guidance. …
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Qualcomm’s rides a hyperscaler tease – Fudzilla.com
… The US chipmaker reported adjusted earnings per share of $2.65, beating estimates by nine cents, and revenue landed in line at $10.6 billion, while its third-quarter revenue outlook missed. …
AI boom spreading beyond Nvidia – Fudzilla.com
… AMD’s quarterly results this week underlined the trend, with earnings, revenue and guidance beating estimates on strong data centre growth. …
Nvidia’s China chip deal stuck in Trump’s trade circus – Fudzilla.com
… Despite US approval, the deals have stalled as Chinese firms pulled back after guidance from Beijing. …