Thought Leader | Technology Consultant

ZKast

ZKast, is a thought leadership series where Zeus Kerravala interviews thought leaders from the technology community. To be a guest on ZKast, please contact Zeus Kerravala at zeus@zkresearch.com

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Welcome to a joint ZKast - Analyst Angle! Zeus Kerravala (ZK Research) and Bob Laliberte (theCUBE Research) sit down with Cisco Chief Product Officer Jeetu Patel at Partner Summit to explore the strategic pivot that has transformed Cisco into an AI-ready platform leader.Jeetu breaks down the critical shifts—from fragmented products to a holistic platform—and how Cisco is uniquely positioned to capitalize on the massive, generational wave of AI infrastructure investment.In this must-watch interview, we cover:1. The Platform Imperative & AI's ConstraintsPlatform-as-Asset: Jeetu details why the pivot to a holistic platform was crucial: turning Cisco's wide breadth of capability from a liability into its "biggest advantage" to hit escape velocity.The Three AI Constraints: Why AI is not scaling faster. The limitations are not just infrastructure, but a trust deficit and a data gap—specifically in the exploding category of machine data (fueled by Splunk).Cisco’s Natural Fit: How Cisco is perfectly poised to solve these constraints by merging networking, the world's best security, and observability (Splunk).2. Game-Changing Innovation: Core to EdgeWe dive into the major new announcements demonstrating the platform's power:Scale-Across Breakthrough: The revolutionary 51.2 Terabit Silicon One P200 chip and 8223 router enabling the "scale-across" architecture. This allows data centers hundreds of kilometers apart to operate as a single ultra-cluster for training runs with 65% better energy efficiency.AI at the Edge: The launch of Cisco Unified Edge, which massively simplifies and consolidates compute, networking, and security at the branch, factory floor, or stadium. This makes AI inferencing truly plug-and-play at the edge—where the data is.3. The Leadership Inflection PointJeetu shares his perspective on the magnitude of this shift:Underestimating the Bubble: "We are underestimating the infrastructure build-out." The demand signal is colossal, driven by consumer needs and the coming enterprise refactoring.The New Metric: The metric for success in the modern era is "tokens per kilowatt per dollar."The AI Maturity Ladder: The highest level of maturity is realizing, "Without AI, I can't do my job."The final message to all businesses: Don't sit on the sidelines. We are in the second inning of a once-in-a-lifetime transformation, and capacity creation through AI (like 10x engineering throughput) is the new currency.Watch the full conversation now!#CiscoPartnerSummit #JeetuPatel #AIInfrastructure #CiscoPlatform #SiliconOne #EdgeComputing #GenerativeAI #ZKast #TheCube #NetOps

Zeus Kerravala 20.5K

2025 ZKast #186 - Cisco's CPO Jeetu Patel on AI, Silicon One, and $7 Trillion Infrastructure Build

Zeus Kerravala 4 hours ago

2025 ZKast #186 - Cisco's CPO Jeetu Patel on AI, Silicon One, and $7 Trillion Infrastructure Build

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2025 ZKast #186 - Cisco's CPO Jeetu Patel on AI, Silicon One, and $7 Trillion Infrastructure Build

Zeus Kerravala 1.2K views 4 hours ago

2025 ZKast #185 - AI is Here: Extreme Platform ONE & The Future of Networking | Feat. Carla Guzzetti

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2025 ZKast #185 - AI is Here: Extreme Platform ONE & The Future of Networking | Feat. Carla Guzzetti

Zeus Kerravala 6.8K views November 19, 2025 12:29 pm

2025 ZKast #184 - Mercy Ships and Presidio on Delivering Critical Care with Cisco

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2025 ZKast #184 - Mercy Ships and Presidio on Delivering Critical Care with Cisco

Zeus Kerravala 17K views November 18, 2025 11:33 am

2025 ZKast #183 - 🚀 Transforming Customer Exp: Cisco CX Leader Liz Centoni on AI and Simplicity

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2025 ZKast #183 - 🚀 Transforming Customer Exp: Cisco CX Leader Liz Centoni on AI and Simplicity

Zeus Kerravala views November 18, 2025 7:33 am

2025 Zkast #182 - Networking is the New Compute: Cisco & NVIDIA's AI Infrastructure | GTC DC

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2025 Zkast #182 - Networking is the New Compute: Cisco & NVIDIA's AI Infrastructure | GTC DC

Zeus Kerravala 17.4K views November 17, 2025 1:37 pm

2025 ZKast #181 - 5G, AI, & Security: Palo Alto Networks' Platform Strategy with Anand Oswal

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2025 ZKast #181 - 5G, AI, & Security: Palo Alto Networks' Platform Strategy with Anand Oswal

Zeus Kerravala 23.7K views November 17, 2025 11:26 am

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Real-Time, Recorded

The Heard is a weekly talk/chat format where Dave Michels and Zeus Kerravala discuss current topics in enterprise communications.

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Dave and Zeus discuss NICE Interactions and Five9.

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RealTime Recorded: CCaaS June

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Dave and Zeus provide updates on 5 recent events: #MWC24, #8x8AnalystSummit, #RingCentralAnalystSummit, #HPAmplify, #Five9AnalystSummit.00:00 Intro00:55 MWC4:55 RingCentral Summit7:40 8x8 Summit13:25 HP Amplify.18:44 Five9 Analyst Summit25:25 EC24 Upcoming27:55 NVidia and AI

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Real-Time, Recorded 2.1K views March 19, 2024 6:14 am

Dave and Zeus discuss recent earnings reports in enterprise comms.

Real-Time, Recorded Earnings Reports

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Real-Time, Recorded Earnings Reports

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Real-Time, Recorded! Zoomtopia 2023

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Real-Time, Recorded! Zoomtopia 2023

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Dave and Zeus discuss the Zoom Analyst event #ZoomPerspective23.

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Real-Time, Recorded 26 views August 8, 2023 5:02 am

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ZKast

2025 ZKast #186 - Cisco's CPO Jeetu Patel on AI, Silicon One, and $7 Trillion Infrastructure Build

Real-Time, Recorded

RealTime Recorded: CCaaS June