Watch CNBC's full interview with Cisco Chair and CEO Chuck Robbins
Robbins said every part of Cisco's business currently has tailwinds and walked through AI order and revenue outlook after Q4 results.
Chairman & CEO, Cisco Systems, Inc. (CSCO)
9 recorded appearances
Robbins said every part of Cisco's business currently has tailwinds and walked through AI order and revenue outlook after Q4 results.
With CPO Jeetu Patel, Robbins pitched a unified platform for enterprises where people and AI agents work side by side, arguing Cisco is rebuilding the foundation of how networks are designed, operated and secured rather than shipping incremental products.
Robbins tied enterprise security exposure to accumulated technical debt in aging infrastructure, and discussed quantum computing and the falling cost of AI tokens.
Robbins said a bad decision you reverse beats a delayed one, called passive-aggressive behavior 'death in an organization', and described removing executives who would not commit to the AI strategy.
He argued AI buildouts are driving a multi-year networking refresh cycle, and defended the Silicon One strategy and the concurrent restructuring.
An editorial interview on Cisco's positioning in AI infrastructure and the macro and trade backdrop for enterprise technology spending.
Short framing remarks opening Cisco's AI Summit, setting up the company's infrastructure-plus-security pitch for the agentic AI era.
A fireside chat between Robbins and Nvidia's Jensen Huang on the shape of AI infrastructure demand and how enterprise networking has to change to carry it.
Robbins and Patel discussed the AI Summit announcements and how agentic AI changes what enterprises buy from Cisco.