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Former Cisco CEO: Nvidia's AI Dominance Mirrors Cisco's Internet Boom, But Market Dynamics Differ


Nvidia has become the U.S.'s most valuable listed company, riding the wave of the AI revolution that brings back memories of one from earlier this century. The last time a big provider of computing infrastructure was the most valuable U.S. company was in March 2000, when networking-equipment company...

Nvidia has become the U.S.'s most valuable listed company, riding the wave of the AI revolution that brings back memories of one from earlier this century. Former Cisco CEO John Chambers, who led the company during the dot-com boom, said the implications of AI are larger than the internet and cloud computing combined, but the dynamics differ. The story adds: Chambers said [Nvidia CEO] Huang was working from a different playbook than Cisco but was facing some similar challenges.

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