Cisco's AI infra business hits $9.3B in orders in two years, CPO Jeetu Patel tells YC
ycombinator · x · 2026-10-08
Cisco President and Chief Product Officer Jeetu Patel joined YC's Main Function podcast with Jared Friedman.
- Cisco is positioning itself as the picks-and-shovels company for the AI era across networking, security, silicon, and infrastructure
- Its AI infrastructure business went from zero to $9.3B in orders in just two years
- Topics include getting 32,000 engineers to embrace AI, the infrastructure AI agents need, the data center buildout, and whether we're overbuilding
- Patel also shares his journey from waiting tables at Sizzler to leading product at Cisco, with lessons on ambition, teamwork, and compounding
Related event: Cisco's AI Infrastructure Orders Hit $9.3B in Two Years(3 posts)→
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