Cisco Nexus HyperFabric on Black Belt Academy: Essential Enablement for Partners

Cisco has unveiled a new AI cluster solution for data centers, co-developed with NVIDIA, called Nexus HyperFabric. The solution is designed to scale data centers of any size and can be managed globally with ease. Cisco has also launched a curriculum on Black Belt Academy to help partners understand and sell the solution. The curriculum covers topics such as architecture, sales and positioning, and deployment. Partners can use the curriculum to gain confidence in handling customer conversations, delivering pitches, and performing PoCs and deployments.

Title: NVIDIA's Data Center Growth: A Deep Dive into Recent Developments and Competitive Landscape

NVIDIA Corporation's data center business has been a significant growth engine, driven by the increasing demand for artificial intelligence (AI) infrastructure. In the first quarter of fiscal 2026, data center revenues jumped 73.3% year over year and 9.9% sequentially to $39.1 billion. This robust growth was primarily driven by the strong adoption of the new Blackwell platform and continued orders from hyperscalers like Microsoft, Google, and Amazon [1].

The near-term outlook for the data center business appears bright. Continued buildouts of AI factories worldwide and growing orders from governments and enterprises looking to secure sovereign AI infrastructure are likely to continue driving demand for NVIDIA's AI chips. Additionally, the company's networking business, including NVLink and Spectrum-X, is contributing to growth by enabling faster and more efficient data movement within AI clusters [1].

NVIDIA's deep integration of hardware, networking, and software gives it a strong position. The company’s leadership in AI infrastructure suggests that its data center segment is well placed to sustain momentum. The Zacks Consensus Estimate for fiscal 2026 data center revenues is pegged at $177.42 billion, indicating strong year-over-year growth of 54% [1].

NVIDIA's rivals, Advanced Micro Devices (AMD) and Intel (INTC), are also pushing to capture AI data center demand. AMD is witnessing growing adoption for its MI300X GPUs, with several hyperscalers testing AMD’s solutions as alternatives to NVIDIA’s Blackwell, especially in cost-sensitive or specialized AI workloads. Intel is focusing on both CPUs and AI accelerators, promoting its Gaudi 3 AI chips as a low-cost option for training and inference [1].

NVIDIA's shares have risen around 30.3% year to date compared to the Zacks Computer and Technology sector’s gain of 10.7%. From a valuation standpoint, NVDA trades at a forward price-to-earnings ratio of 34.78, higher than the sector’s average of 27.24. The Zacks Consensus Estimate for NVIDIA’s fiscal 2026 and 2027 earnings implies a year-over-year increase of approximately 42.8% and 32.6%, respectively [1].

In a recent development, Cisco has unveiled a new AI cluster solution for data centers, co-developed with NVIDIA, called Nexus HyperFabric. The solution is designed to scale data centers of any size and can be managed globally with ease. Cisco has also launched a curriculum on Black Belt Academy to help partners understand and sell the solution. The curriculum covers topics such as architecture, sales, and positioning, as well as deployment [2].

References:
[1] https://www.tradingview.com/news/zacks:fad8fa547094b:0-nvidia-s-data-center-grows-fast-can-it-sustain-the-momentum/
[2] https://www.quiverquant.com/news/NVIDIA+Introduces+Spectrum-XGS+Ethernet+to+Enable+Giga-Scale+AI+Super-Factories+Across+Distributed+Data+Centers