EP 262: AI Acceleration: Cisco's Jeetu Patel on Transforming Enterprise Tech

The Six Five with Patrick Moorhead and Daniel Newman

In this episode, Daniel Newman and Patrick Moorhead sit down with Jeetu Patel, President and Chief Product Officer at Cisco, to explore the transformative impact of AI on technology and business. Jeetu shares insights into Cisco's strategic focus on infrastructure, security, and partnerships to drive AI innovation. The handpicked topics for this week are:

1. AI and Industry Transformation: Discussion on the seismic shift in technology driven by AI with special guest: Cisco’s Jeetu Patel. Cisco's role in providing low-latency connectivity and reducing GPU idle time. Strategic investments and partnerships for networking and security infrastructure.

2. Microsoft Build Highlights: Comprehensive end-to-end development cycle offerings from Microsoft with a focus on Agentic Web and AI augmentation. Advancements in AI-assisted code development and security measures.

3. Google I/O Announcements: Launch of AI mode in search and upgrades to various AI tools. Introduction of real-time translation in meetings. Discussion on Google's competitiveness in the AI space.

4. Market and Economic Updates: Analysis of bond yields and auctions. Impact of potential new tariffs on EU trade. Discussion on Apple's manufacturing strategy and potential shift to US production.

5. Earnings Highlights: Strong results from Palo Alto Networks and Snowflake. Lenovo's impressive growth, particularly evident in infrastructure solutions. Expectations for NVIDIA’s upcoming earnings report. Indications of strong AI demand and stable CapEx spending.

6. The Six Five Summit Preview: Teaser of high-profile speakers and AI-focused content, 100% virtual and free to attend.

The Six Five Summit

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