Jeetu Patel

Cisco is entering a networking supercycle driven by AI agents that consume 450% more network bandwidth than humans, and by security needs in a post-Mythos world. Inferencing is as network and memory constrained as it is compute constrained. Cisco's vertically integrated platform (silicon, optics, hardware, software) and strong order growth (product orders up 35% last quarter) position it to capture this secular shift. The company is reallocating resources to higher growth areas, and the infrastructure upgrade cycle is just beginning.