By Michael Cooney
Publication Date: 2025-11-13 07:09:00
Customers are very focused on modernizing their network infrastructure in the enterprise in preparation for inferencing and AI workloads, Robbins said. “These things are always multi-year efforts,” and this is only the beginning, Robbins said.
The AI opportunity
“As we look at the AI opportunity, we see customer use cases growing across training, inferencing, and connectivity, with secure networking increasingly critical as workloads move from the data center to end users, devices, and agents at the edge,” Robbins said. “Agents are transforming network traffic from predictable bursts to persistent high-intensity loads, with agentic AI queries generating up to 25 times more network traffic than chatbots.”
“Instead of pulling data to and from the data center, AI workloads require models and infrastructure to be closer to where data is created and decisions are made, particularly in industries such as retail, healthcare, and manufacturing.”
Robbins…
