Questions about investor doubts regarding which companies will benefit from AI build-out versus get disrupted, particularly in software.
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Chuck Robbins
Infrastructure is cool again because AI deployment, especially agentic AI, will fundamentally change infrastructure architecture with different traffic flows, extreme latency requirements, and completely changed security architecture.
Asks what to expect from conversations today building on last year's discussions about unprepared businesses and new agentic AI challenges.
speaker1
John
2025 was year of experimentation with agentic AI; 2026 will see demand for applications going into production showing tangible ROI.
Asks about comfort level with trajectory of AI infrastructure demand and financing given questions about debt funding.
speaker1
Chuck Robbins
Feels very confident funding will continue as major companies view AI as existential issue; models will keep getting bigger and agentic world will validate investments.