DELL Benefits From Cloud Infrastructure Expansion: More Upside Ahead? [Yahoo! Finance]
Cisco Systems, Inc. (CSCO)
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Source: Yahoo! Finance
The company's comprehensive portfolio of servers, storage and networking solutions is well-positioned to capitalize on this trend. Building on the strength of its comprehensive portfolio, Dell is witnessing strong growth in its Infrastructure Solutions Group (“ISG”). In the fourth quarter of fiscal 2026, Dell reported record ISG revenues of $19.6 billion, which increased 73% year over year, marking eight consecutive quarters of double-digit revenue growth. This growth is largely fueled by the increasing demand for AI servers, which are integral to cloud infrastructure. Dell's AI server revenue alone reached $9 billion in the fourth quarter, with $34.1 billion in orders and a record $43 billion backlog. The company's partnership with LSEG has been noteworthy. In March 2026, DELL began a multi-year partnership with London Stock Exchange Group (“LSEG”) to improve its on-premises infrastructure and build a secure, high-performance private cloud platform. The company will provide integ
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CSCO
News
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- Cisco Research: Industrial AI Moves into Physical Operations, Readiness Gaps Determine ScalePR Newswire
- Cisco Adds Pete Shimer To Board As AI Infrastructure Story Builds [Yahoo! Finance]Yahoo! Finance
- Cisco Appoints Pete Shimer to its Board of Directors [TheStreet.com]TheStreet.com
CSCO
Earnings
- 2/11/26 - Beat
CSCO
Sec Filings
- 4/7/26 - Form 4
- 4/7/26 - Form 3
- 4/6/26 - Form 8-K
- CSCO's page on the SEC website