Cisco Vs Nvidia & AI Goes To School

A quarter century ago, people saw Cisco as a way to invest in the enormous potential of the Internet. Investors bid up its shares, and purchasing managers over-ordered its products, expecting rationing since supplies were tight. What happened next wasn’t pretty. Today, people see in Nvidia—its shares and its products—the enormous promise of AI. Jackie examines whether Cisco circa 2000 represents a cautionary tale for Nvidia investors today. … Also: In our Disruptive Technologies segment, a look at the many ways AI can improve classroom learning materials, engage students, and make teachers’ lives easier.