Are we currently in an AI infrastructure bubble?
Replied byJeetu Patel
President & Chief Product Officer at Cisco Systems
Niche: Technology
Revenue: Approximately $4.5 Billion USD/month
Location: San Jose, California, USA
Started: 1984
I don't believe so. We are still very early in the cycle. Only a tiny percentage of the world's population actively uses AI agents today. As adoption increases, demand for infrastructure, networking, compute power, and data centers will continue to grow significantly.
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