5 big figures underscoring Nvidia's 'very strong' first-quarter earnings

‘[AI is] changing the way businesses communicate with each other. It’s changing the way they leverage technology. And at Cisco, we believe we have a very significant role to play here in really being the trusted partner to help our customers navigate this new era of AI,’ says Mark Patterson, Cisco’s executive vice president and chief strategy officer.

'These larger opportunities often involve strategic decisions and C-suite approvals, causing them to take longer to close and to have greater variability in timing, outcome and deal structure,' Nutanix CEO Rajiv Ramaswami told investors this week.

But the stock was being punished Friday with a sell-off after analysts called out the low margin performance around Dell’s market leading ISG products. Dell COO Jeff Clarke says new customers are expensive and margins will improve with time.