Cisco is bringing its whole product portfolio collectively as one crew, Robbins stated, and the mixed group will likely be led by Jeetu Patel, Cisco’s govt vice chairman and chief product officer. Patel beforehand was Cisco’s govt vice chairman and common supervisor of safety and collaboration. In different management strikes, Jonathan Davidson, govt vice chairman and common supervisor of Cisco networking, will likely be shifting into an advisory position to Robbins.
Cisco is executing deep product integrations throughout its portfolio, and it’s delivering on a platform technique for purchasers, Robbins stated. “With the tempo at which the AI revolution is shifting, and what our enterprise clients want from us, and as safety and networking proceed to turn out to be extra tightly intertwined, I simply felt prefer it was necessary for us to have a single chief,” Robbins stated.
When it comes to AI, Robbins stated Cisco has seen about $1 billion of AI expertise orders from hyperscaler clients this yr, and it expects to see about the identical quantity subsequent yr.
“Thus far, with three of the highest 4 hyperscalers deploying our Ethernet AI material, leveraging Cisco validated designs for AI infrastructure, we anticipate a further $1 billion of AI product orders in fiscal yr ’25,” Robbins stated. “This momentum is being fueled by a number of use circumstances in manufacturing with the hyperscalers, a number of of that are in AI. As well as, we’ve a number of design wins with roughly two-thirds of those in AI over and above the webscale AI alternative,” Robbins stated.
As for AI use in enterprise environments, Robbins stated there wasn’t all that a lot but, however “we’re starting to see the enterprise pipeline construct a bit.”
“We heard for the primary time this quarter … that enterprise clients are actually really upgrading their infrastructure in preparation for AI,” Robbins famous. “And in some circumstances, they’re taking a few of the {dollars} that they’ve put aside for AI to truly spend it on modernizing their infrastructure with a view to prepare for that. We imagine we’re properly positioned to be the important thing beneficiary of AI software proliferation within the enterprise.”
