Latest news with #JeetuPatel
Fast Company
14 hours ago
- Business
- Fast Company
How Cisco has been quietly retooling for the AI revolution
Welcome to AI Decoded, Fast Company 's weekly newsletter that breaks down the most important news in the world of AI. You can sign up to receive this newsletter every week here. Exclusive Interview With Cisco's Jeetu Patel Data centers are popping up all over the world to support the quickly growing demand for all kinds of AI apps and services. Cisco, of course, is no stranger to the data center, and it's been working hard over the past few years to make itself a vital part of the AI technology stack. I asked Cisco EVP and chief product officer Jeetu Patel how he sees the current situation in generative AI, and about how his company fits into the picture. The interview has been edited for length and clarity. Can you give me your 30,000-foot view of the transition to generative AI? We're now moving from this mode of chatbots intelligently answering questions for us to us now moving into a mode where agents are conducting tasks and jobs almost fully autonomously on behalf of humans. As that happens, there's going to be an augmentation of the capacity of billions and billions of agents that'll actually get added on over the course of the next few years. But the requirements that you have around low-latency, high-performance, high-energy-efficiency infrastructure, as well as around safety and security so that the user can establish trust with these AI systems, is going to have to be fully reimagined. Can you describe in simple terms how Cisco plays in the AI tech stack? At the very baseline, we build our own silicon and ASICs [application-specific integrated circuits] for the network itself. I think we're the only non-Nvidia silicon provider that is part of Nvidia's reference architecture where our networking is tied with their GPUs and we actually make sure that those work together in a reference architecture that an enterprise can deploy. We then have our own systems, which are the physical boxes for the networks and the servers on the compute side, and the optics and the optical systems that actually can do ultra-long haul data center interconnect, as well as interconnect between clusters. We then provide the safety and security platform that's needed to secure AI as well—we're one of the largest security players in the market. We provide a data platform in Splunk. We're actually building our own bespoke custom models for security and networking. You mentioned latency as a key challenge. How critical is response time for AI applications? If it takes three seconds for an AI voice agent to respond to you, you know it's a robot and you don't want to talk to it. But if you do it within 500 milliseconds, you have a very different kind of behavior from the human. In our user testing, outside of efficacy, latency is one of the most important things. It has to be interruptible and it has to have enough training on EQ [emotional intelligence] and sentiment analysis, so that if you're sounding annoyed, it doesn't say, 'How's the weather today?' How do you handle the security challenges with multiple AI models? Most of these models are putting their own safety and security guardrails in the models. But models can get tricked through jailbreaking techniques. We've built a product that not only does the visibility of what data is flowing through the model and when the model is getting fine-tuned, so you can do a continuous validation. . . . We validate the model within a matter of minutes through an algorithmic red-teaming exercise rather than it taking weeks or months for companies to validate the model. We jailbroke DeepSeek within 48 hours. We can take that model and then create runtime enforcement guardrails for every application developer. The end outcome is that no developer has to rebuild the security stack every time they build an application, and no model provider needs to be responsible for every single way that a model can be jailbroken. So every app developer building on top of DeepSeek will benefit from this pool of knowledge that Cisco knows about how to jailbreak the model and how to protect against that? That's exactly right. We believe that you need a neutral party that provides a common substrate of security for every app developer, every model builder, every agent developer, so that the developer can innovate fearlessly. Are AI companies putting big data centers in the Middle East because they have plenty of power and room to grow, or is it to better service customers in that region? It's literally both. You don't have enough power to fuel all the demand for AI right now. The amount of usage that OpenAI is getting right now is literally like breaking the internet. They came up with $20 a user—they're losing money on $20 a user, from what the industry says. So they added a plan for $200 a user. My guess is they're going to lose money at $200 a user. They have a plan for $2,000 a user. They will lose money for $2,000 a user. Tha''s not a bad thing. It tells you that there is intrinsic demand. The demand for data centers is going to be insatiable for a very long time. As models get more efficient over time, you'll have small models with very large context windows—you might have a million-token context window, very small model, very small data set with a very small footprint to be able to get the inference done. But we're not quite there yet. Is it because of inference costs that they can't make money? What's the big cost driver? Right now it's the usage and the cost of GPUs. It's expensive. But the beauty about this is it's the wrong thing to focus on to get a company to profitability at this stage. What they should focus on is the acquisition of as many users as possible so that they can have the daily workflow fusion of ChatGPT for both consumers and enterprises. Once that happens, they can figure out a way to optimize later. But right now, starting to optimize would be putting cycles in the wrong thing.
Forbes
a day ago
- Business
- Forbes
Cisco Charts Its Agentic AI Journey At Cisco Live U.S. 2025
Cisco CEO Chuck Robbins delivering the opening-day keynote at Cisco Live 2025 At last week's Cisco Live event in San Diego, the IT and OT infrastructure giant showcased the development of deep agentic AI integrations across its broad portfolio of networking, cybersecurity and observability offerings — with a renewed focus on customer experience. I have had the opportunity to participate in many of the company's past events around the world, but this year's conference could be considered historic given the payload of substantive announcements. Let's dig into what I found most important — and how Cisco might improve on what it's already doing to further its ambitions. (Note: Cisco is an advisory client of my firm, Moor Insights & Strategy.) Cisco Live's mainstage sessions across two days focused on two things: (1) a dizzying number of new solution announcements, and (2) improvements in its customer experience journey. Not surprisingly, day one outlined Cisco's continued progression with modern AI into agentic functionality, from both connectivity and security perspectives. Jeetu Patel, the company's chief product officer who was recently promoted to president, articulated a pragmatic approach that focuses on AI-ready datacenters, future-proofed workplaces and digital resilience created by infusing security controls into the company's network infrastructure portfolio. I was particularly struck by how he contrasted the demands of generative versus agentic AI inferencing, highlighting the need to future-proof connectivity and compute infrastructure to support the demands of agentic persistent workloads. His illustration also demonstrated the need for Cisco to double down on supporting these workloads, something that I will come back to as an opportunity for improvement. On day two, executive vice president Liz Centoni, who took the reins of the company's overall customer experience efforts a year ago, outlined a completely retooled strategy. A new approach was desperately needed, given that Cisco's initial launch of the CX was more programmatic and decoupled technically from its infrastructure solutions, making it complex to navigate for both its channel partner sellers and its customers. What I like about the new effort is tighter product and solution integration supported by an AI adoption agent and a purpose-built large language model. It is a powerful combination, leveraging the company's vast knowledge base with 40 years of issue and remediation experience. Cisco unquestionably possesses the largest data lake in its market, one that has the potential to speed deployment and resolve ever-present issues such as infrastructure misconfigurations quickly and easily. Centoni's 'drop the mic' moment for me was the stated goal to make every customer feel like Cisco's only customer. That is an audacious statement by any measure, and I believe that Cisco has the potential to deliver on its promise. Given the vast number of announcements at Cisco Live this year, it might be difficult to pick one that stands above all the rest. However, the company's new AgenticOps platform landed for me as the most significant for two reasons. First, it includes what I consider to be a beautifully executed management console, dubbed AI Canvas. AI Canvas incorporates an intuitive user interface that integrates a generative AI-powered natural language tool that allows users to customize views with dynamically generated widgets. In doing so, AI Canvas provides a dynamic and real-time view into the inner workings of a customer's infrastructure expanse — providing network assurance, security observability and remediation functionality supported by Cisco's Splunk, ThousandEyes, AppDynamics, Duo Security and other solution offerings. Second, a newly developed Deep Network Model aims to feed AI Canvas with data pulled from Cisco's knowledge base. Combined, they have the potential to dramatically simplify network and security operations with deep observability, exceptional visualization and robust collaboration features to remediate network issues and improve security posture and cyber defense. I also had the opportunity to spend time with senior vice president DJ Sampath, who leads Cisco's AI Software and Platform organization. What I find noteworthy about his team's efforts is the rapid development cycle that brought AgenticOps to market so quickly — in less than one year. As a former product marketer, I can tell you that is a significant achievement by any measure, and it's one that continues to feed Cisco's innovation engine under Patel's leadership. From my perspective, the newly announced AgenticOps platform could serve as the tip of the spear to facilitate the company's deeper infrastructure sales penetration into its competitor install bases. Moor Insights & Strategy founder and chief analyst Patrick Moorhead and The Futurum Group's chief executive Daniel Newman dive deeper with Sampath in this Six Five Media On The Road conversation from the event. A handful of other announcements are worth highlighting: I have highlighted only a handful of the networking and security announcements at the conference. With that said, I really like what Cisco is doing to drive to a platform approach at scale — making it easier for channel partners to sell and deploy the company's numerous new offerings and for customers to consume them. As previously mentioned, Cisco's announcement payload was massive at Cisco Live. Consequently, customers and partners may have a tough time digesting all of this. The risk is that some of these new capabilities may be lost in the mix, and it's going to be a challenge for Cisco to prioritize which elements are most important, whether for overall product marketing or in go-to-market conversations with individual customers. Furthermore, I felt that Cisco's compute strategy fell flat during Patel's keynote. A handful of Cisco executives I spoke to acknowledged the need to strengthen the messaging, especially given the company's desire to deliver full-stack, AI-ready infrastructure through its AI PODs platform, which marries compute and networking to address AI modeling and ML operations. However, I will defer to my Moor Insights & Strategy colleague Matt Kimball to explore this more deeply, given his coverage of datacenter compute. Despite some of those short-term challenges, I like what the company is doing to execute against a platform strategy that addresses the challenges organizations face in deploying AI-ready infrastructure to transform network and security operations. Historically, through Cisco's parallel organic roadmap and acquisition efforts, it has duplicated functionality — especially from an automation perspective. The good news is that its rapid adoption of agentic AI is addressing its myriad automation tools, and in the process is simplifying automation capabilities though more unified product development and go-to-market efforts. I liken a complete and modern AI infrastructure stack to a three-legged stool providing the requisite compute, networking and security functionality. In my mind, it also includes storage as table stakes, given the demands placed on unifying data to train large and small language models. The recent announcements at Cisco Live U.S. address all of these elements to help enterprises unlock the transformative potential of generative and agentic AI applications and workloads securely and at scale.
Web Release
3 days ago
- Business
- Web Release
Cisco Powers AI-Ready Data Centers, From Hyperscale to Enterprise
Today Cisco (NASDAQ: CSCO) unveiled groundbreaking innovations to simplify, secure, and future-proof data centers, empowering organizations to scale their AI ambitions with confidence. Cisco's leadership in hyperscale and AI infrastructure-as-a-service markets demonstrates the foundational role that secure, resilient networking plays in today's data center architecture. In Q3 FY25, Cisco notably surpassed its annual target of $1 billion in AI infrastructure orders from hyperscalers a full quarter ahead of schedule. Building on this momentum, Cisco's latest innovations enable enterprises and service providers to continue to accelerate the transformation of their infrastructure for the AI era. These innovations underscore Cisco's unique position as a trusted partner for hyperscale builders, neocloud providers, enterprises, and service providers, enabling the entire ecosystem to evolve and meet the demands of AI-driven workloads. 'The world is moving from chatbots intelligently answering our questions to agents conducting tasks and jobs fully autonomously. This is the agentic era of AI,' said Jeetu Patel, President and Chief Product Officer, Cisco. 'As billions of AI agents begin working on our behalf, the demand for high-bandwidth, low latency and power efficient networking for data centers will soar. Cisco is at the forefront, delivering advanced, secure networking technology that's foundational to the AI-ready data centers of the future.' 'The criticality of secure connectivity becomes more apparent as AI use expands across the enterprise,' said Matt Kimball, Moor Insights & Strategy. 'Cisco's ability to deliver AI-ready infrastructure to its customers, along with its investment in AI-enabled operations differentiates the company. It is this kind of partner and customer-first thinking that leads to AI-powered tools that abstract the complexity associated with deploying and managing AI infrastructure. AI reaching its full potential is dependent on a resilient network on which partners build and deliver solutions and services.' Simplifying, Securing, and Modernizing Enterprise AI Infrastructure Enterprises need to evolve and build out their current infrastructure to support their unique AI workloads, all without adding complexity or sacrificing safety and security. Cisco provides enterprise customers with new solutions to modernize their data centers, including hardware innovation and more powerful, simplified management capabilities. Cisco is also continuing to build on its relationship with NVIDIA to deliver validated infrastructure solutions, and to provide a safe and secure foundation for AI agents built with open models. New innovations include: · New Unified Fabric Experience with Nexus: Customers will be able to simplify network operations and enhance operational efficiency across environments, converging ACI and NX-OS VXLAN EVPN fabrics with unified data, control, policy enforcement, and management. The Unified Nexus Dashboard consolidates services across LAN, SAN, IPFM, and AI/ML fabrics into a single pane of glass. These capabilities will be available in the next Nexus Dashboard release in July 2025. · Maximize AI Networking Performance: Customers can optimize AI workload operations with Cisco Intelligent Packet Flow. Available today, it dynamically steers traffic using real-time telemetry and congestion awareness across AI fabrics. With 'end-to-end' visibility across networks, GPUs, and distributed AI jobs, more issues are detected proactively. Additionally, Cisco and NVIDIA showed progress towards a unified architecture; at Cisco Live, the companies showcased the first technical integration of Cisco G200-based switches and NVIDIA NICs, demonstrating NVIDIA Spectrum-X Ethernet networking based on Cisco Silicon One that supports NX-OS, Nexus Hyperfabric AI and SONiC deployments. · Expanded AI PODs: New configurable AI PODs enhance flexibility and scalability for diverse AI workloads, including training and fine-tuning. Cisco also continues to align with NVIDIA's innovation timeline; the NVIDIA RTX PRO 6000 Blackwell Server Edition GPU is now available to order with Cisco UCS C845A M8 servers. Together, the companies continue to work towards delivering validated solutions as part of the Cisco Secure AI Factory with NVIDIA · Enabling Safe, Secure AI Adoption with NVIDIA: Cisco AI Defense and Cisco Hypershield provide visibility, validation and runtime protection of the end-to-end enterprise AI workflow, and are now included in the NVIDIA Enterprise AI Factory validated design. With AI Defense, enterprises can secure AI agents built with leading open models and optimized with NVIDIA NIM and NeMo microservices. · Optics for Simple Upgrades: New 400G bidirectional (BiDi) optics enables customers to easily transition to 400G networks while preserving their existing duplex multi-mode fiber infrastructure ensuring cost efficiency, scalability and enhanced data center performance. The new optics will be available in the second half of the calendar year 2025. Building Up a New Neocloud Market As demand for AI-powered outcomes continues to increase, organizations are exploring new ways to scale quickly and stay adaptable, leading to the emergence of new GPU-as-a-service and Infrastructure-as-a-service providers – a new Neocloud market. Cisco, building on its expertise in designing and building some of the world's largest networks for global service providers, is playing a leading role in helping these providers establish their footprints. Announced partnerships include: · HUMAIN: Saudi Arabia's new AI enterprise is working with Cisco to help build the world's most open, scalable, resilient and cost-efficient AI infrastructure using Cisco Nexus, UCS, Hypershield and Splunk. · G42: The UAE-based global technology group announced a strategic collaboration with Cisco, laying the groundwork to advance AI innovation and infrastructure development across public and private sectors. · Stargate UAE: Cisco joined the Stargate UAE consortium as a preferred technology partner, providing advanced networking, security and observability solutions to accelerate the deployment of next-generation AI compute clusters. Setting Up Service Providers for Success in the AI Era Cisco's Agile Services Networking architecture is designed not just to handle the increase and change in network traffic characteristics of AI, but also to fundamentally shift service providers' network architectures so they can support and monetize new kinds of services. New innovations include: · New Devices: New converged access and edge router devices, powered by Cisco Silicon One. These devices expand the Cisco 8000 series portfolio, which has allowed service providers to reach new levels of network efficiency and functionality. · Agentic AI For Service Providers: A new multi-agentic framework for Cisco Crosswork Network Automation with AI capabilities to help accelerate operations and decision-making. This framework allows service providers to solve their most complex challenges through Cisco-built and customer-built AI agents, all working together towards a vision of autonomous networking. · Non-terrestrial (satellite) Networking: Seamless integration between terrestrial and satellite networks. This architecture supports robust service assurance, dynamic resource allocation, and new monetization opportunities in remote, underserved sectors like maritime, aviation, IoT, and disaster response. Additional Resources: · Executive Blog Post: Reinventing Infrastructure for the Next Wave of AI at Cisco Live · Executive Blog Post: Evolving AI-Ready Data Centers with Cisco Full Stack Solutions and Pervasive Security · Executive Blog Post: Expanding the Edge of Possibility: Cisco Agile Services Networking for the AI Era · Visit the Cisco Newsroom for all Cisco Live 2025 announcements. · Cisco Customer Experience helps customers get more from their technology investments. · Cisco Capital payment solutions provide choices – ways to pay for your technology in more than 100 countries. · Support AI-ready outcomes with new skills training in Cisco U.
Time of India
4 days ago
- Business
- Time of India
Countries eyeing own data centres for security, economics in AI age: Cisco's Jeetu Patel
NEW DELHI: The San Jose-based Cisco Systems is optimistic about an AI-centric infrastructure portfolio to power next-generation data centres. In a bid to outdo rivals such as Hewlett-Packard Enterprise (HPE), Juniper Networks, Broadcom, and Accenture, it has recently unveiled a range of products and unified its portfolio, representing a consequential shift backed by AI. The multinational said that it is reinventing infrastructure for the next wave of AI and aims to future-proof the workplace with AI-powered hyper-connectivity. In an interaction with ETTelecom's Muntazir Abbas, Cisco President & Chief Product Officer Jeetu Patel talks on AI-centric data centre infrastructure, security portfolio, optics business, and telco partnerships, as well as collaborations with Nvidia and OpenAI. Edited excerpts: You have a bouquet of offerings, and how does artificial intelligence (AI) fit into it? We are moving from a world where people were asking questions intelligently to chatbots. The infrastructure requirements are going to change quite dramatically. If you think about AI, it's constrained by compute power and network bandwidth. People need to trust AI to be able to use it. So, safety and security are a big deal because you must ensure effective guardrails. We help with all of it. Our portfolio spans across compute, networking, security, optics and observability and data businesses. What are the data centre trends? There are massive build outs happening in data centres worldwide. These buildouts are happening at a scale proportion that is in the tens of gigawatts of capacity. Trillions of dollars will be spent by countries, and these data centers will also have a data sovereignty dimension to it. Countries will want to have their own data centers and availability for infrastructure, and it is going to have a direct correlation with national security and economic prosperity because of AI. So, every single invention that we are focused on and every single announcement we make will be towards helping our customers move to the journey of agentic AI. And on the data center side, we will be helping hyperscalers , neoclouds, service providers and enterprises. What is the portfolio you have for data centers? Our networking portfolio includes Nexus switches, and it starts with Silicon One. We make our own silicon, and then we make the systems on top of the silicon. We tie our Nexus dashboard and ACI infrastructure for fabric management together. We'll make it simpler to manage. We also have our optics business and optical systems. We provide service providers with ultra long-haul optics. Inter-cluster communication with Ethernet also used in Cisco. We do both front end and back end. What's the kind of opportunity that you are looking at, especially in the data center business? The opportunity is humongous. We had some partnerships that we announced with the Saudi government and the Humain Project. We are doing a similar effort with the UAE and Abu Dhabi. We are also working very closely with G42. We'll make sure that we build out a tremendous amount of data center capacity. We are partnering with Nvidia, AMD, and OpenAI. Then, I think that ideally it becomes a blueprint that we can use in multiple parts of the world as well. We provide some of these technologies for data center build outs anywhere in the world. I think the data center business is going to be one of the fastest-growing businesses for us. It'll also include security baked into the fabric. We have a partnership with Nvidia, for NIMS architecture, with the NEMO framework, our AI defense, which is our safety and security product, will be used to make the models safe and secure. Are you also partnering with telecom service providers for optical systems? We have recently launched Agile Services Networking, which is a kind of interoperable framework. We have also announced a few Cisco 8000 series routers over there as an upgrade. We have got ultra-long-haul optics so that we can cover data center interconnects up to 3000 kilometers. We have mid-range optics, long-haul optics, ultra-long-haul optics. We've got the ability to have assurance for service providers with ThousandEyes. We are doing a lot with telco service providers. Any update on working with Jio, the largest telecom carrier in India? The combination of our technology and theirs, is coming together and that is going as per the plan. Do you have a similar partnership with Bharti Airtel? Yes. I feel there is a tremendous amount of good execution consistency with Airtel. The teams are working well together. We will continue to keep progressing on that front. Earlier, you talked about AI as a shield to protect. What are your offerings as enterprises are evolving? We have an update across all our products. If you think about using AI for cyber defense, think about Hypershield as a product. We have announced a hybrid mesh firewall. It's baked with AI. We are also securing AI itself. Our AI Defense product will then make sure that it has the right level of capabilities to protect the application. Any update on the Indian manufacturing side? It is going as per the envisaged plan and is progressing well.
Yahoo
7 days ago
- Business
- Yahoo
AI's agentic era will augment worker capacities: Cisco president
Meta Platforms (META) is planning to invest $14 billion into artificial intelligence infrastructure developer Scale AI in a new deal reported by CNBC, the latest headline in the AI Revolution as more firms adopt AI agents onto their platforms. Cisco Systems (CSCO) President and Chief Product Officer Jeetu Patel comes on Catalysts to speak with Madison Mills on the company's investments and acquisition of AI firms, the adoption of AI applications in the workforce, and expansion plans. Catch RBC Capital Markets managing director Rishi Jaluria share his perspective on the software environment and AI adoption amid the Trump administration's economic policies. To watch more expert insights and analysis on the latest market action, check out more Catalysts here. Meta could pay nearly $15 billion for stake in scale AI, according to a report from the Information, as the company looks to expand its AI ambitions. Joining me now on this and more G2 Patel. He is Cisco's President and Chief Product Officer. Great to have you on this morning, G2. The latest AI investment from a tech company with regards to meta. How are company leaders thinking about AI expansion right now? And are you looking at any potential acquisition opportunities in a similar manner? Madison, it's great to see you and you know, this is such a, uh, accelerated time for innovation in the industry where if you think about what's happening, we are moving in AI from this kind of interactive mode of asking a question to a chatbot and intelligently getting an answer to now moving into this agentic era where agents are going to be able to autonomously, you know, complete tasks and jobs and that's going to have a very different level of, you know, appetite for infrastructure whether it be compute, power, networking, security, those are going to be pretty important, underlying kind of infrastructure components to power this movement. So we are seeing a fair amount of innovation across the board. We are pretty heavily invested in the AI industry. We're actually making sure that, you know, we've had strategic investments in multiple different companies. Uh, and uh, we just about a year ago made sure that we, um, we had a great acquisition with Splunk, which is going really well. And then there's a ton of innovation that's going on. So right now I'm tuning in from San Diego where we have 22,000 of our closest customers that we announced the largest innovation payload in the history of the company yesterday. And the reaction has been palpable because there's so much innovation that customers are starting to do to make sure that they stay relevant in this AI movement. Yeah, and G2, you have obviously been consequential in the company sort of two-year turnaround plan or reinnovation plan, I should say. And it's been interesting as someone who talks to investors a lot to hear them go from describing Cisco as a pure software name to describing it as an AI stock. What are you going to do to continue that momentum? To make sure that investors still see you as an AI play? You know, the the easy answer on that one is you have to keep innovating and staying a step ahead of the market. And uh, we are lucky in the sense that the the natural appetite with this agentic era that we're moving into is that there's going to be a demand for two things that we have in spades. The first one is, uh, you know, low latency, high performance, power efficient networking. And then the second one is safety and security so that we can make sure that we have security becoming an accelerant for adoption in this market because right now if you don't establish trust with the user, they're not going to use AI. So this is a prerequisite for AI as we move forward. So those are the two areas that we happen to be among the largest and uh, you know, we're the largest networking company in the world. We're one of the largest security companies in the world. So it happens to be that we've got the core foundation of the technology to continue to fuel this movement. And G2, I've heard you talk about how we are still just in the early innings when it comes to AI, that will move to more of an agentic AI workforce even going forward. Talk to me about how you are thinking about AI reshaping the labor market going forward here. To what degree do you see replacement of jobs? And how do you think the economy could potentially respond to that as well? You know, any such disruption and re-platforming that happens, there's going to be some jobs that change, but, uh, I don't worry as much about AI taking jobs. I worry about people that use AI better than someone else actually being the right people for the job. And so, um, there, you know, if you look at the agentic area, there's a couple things. Firstly, uh, I would I would urge people to worry less about AI taking the job but think about all the areas where we don't get to because we just simply don't have time. This agentic era is going to actually augment capacity so that we can do things that we weren't able to do because we couldn't get to it. And number two, there's going to be certain things that machines do really well, which then allow us to do things at a higher order. So I'll give you an example. Coding is one of those examples where, um, the way that coding happens today and the way that an engineer spends their time might be very different from the way they spend the time in the next three years because you'll actually see that there'll be autonomous code written, but that doesn't mean that we don't need engineers. It just means that engineers don't need to specialize a certain percentage of the time on syntax, and they can specialize on higher order bits. And and it makes me wonder too about, when we talk about your expansion plans, about the partnership with Nvidia, a move to be able to create this kind of unified architecture to simplify the build out of AI ready AI ready data center networks. To what degree does that partnership with Nvidia allow you to sort of own the networking required for AI and do you see Cisco as the leader in that move? So I'm biased and I definitely do, but if you think about the way that this market's evolving is there's an ecosystem of providers. It's ourselves, it's Nvidia, it's OpenAI, it's AMD, and we all kind of work together to make sure that we can build out these very large capacity data centers that are happening all over the world, frankly, wherever there's availability of power, you're seeing these data centers. And it would be great for having American companies be the ones that are powering and fueling these data centers. And so we happen to be one of them. We happen to have, uh, you know, at scale, one of them, one of the most credible businesses for the data centers. And I was just in the Middle East, Madison, just a couple weeks ago and we announced partnerships with, um, the humane project, which is Saudi Arabia's project for their initiative for doing data center build outs. We also announced a partnership with G42, which is the United Arab Emirates and Abu Dhabi's effort to do the same. We've announced a partnership with Stargate UAE. So you could start to expect us to be more and more present in all of these data center build outs because there's so much appetite for networking. These AI workloads are network hungry and if you actually delay the packet getting from point A to point B, that actually keeps the GPU idle and that's not a good thing. And for both training and inferencing workloads, you tend to have a fair amount of demand for high speed, low latency, high performance, energy efficient networking. G2, great overview and congratulations on the new role as well. Our first time speaking with you since that promotion. Really appreciate your time this morning. Thank you so much for having me. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
