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Cisco CEO Chuck Robbins discusses how AI is transforming enterprise networking, the infrastructure demands of AI data centers, and Cisco's $28B acquisition of Splunk for observability.
Canon
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Robbins argues that networking and infrastructure are to AI what exercise is to health: everyone knows they matter, nobody wants to talk about them, but without them nothing works.
Highlights
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The Splunk acquisition bets on observability as the nervous system of AI
Robbins frames the $28B Splunk acquisition as a bet that AI systems will generate so much data and complexity that observability — the ability to see what is happening inside your systems — becomes as important as the systems themselves.