The debate this week around the risks of safety and security with AI was the strongest we've seen. I happened to be in London earlier today and met with @cnbcKaren, Steve Sedgwick and @Benboulos from @CNBC.
We discussed a range of issues including safety and security, margins for hyperscalers, durability of demand, slowing down AI, global coordination to handle security risks and more.
The CEOs I talk to are asking the same three questions about AI: 1) can I trust it?; 2) can I secure it?; and 3) can I afford it? This week the @Splunk team helped answer all three. That is what critical infrastructure for the AI era looks like. Great work, and worth the watch if you missed the #splunkconf26 keynote. https://t.co/AORpojkAkO
For many of our regulated and public sector customers, machine data is the data that can't leave the building. Now they can run AI right where it lives, so sensitive data never leaves. Great work by the @Splunk team!
Your data can stay where it is. AI can come to it.
At #splunkconf26, Splunk shared how @Cisco Data Fabric, powered by the Splunk Platform, helps orgs connect distributed machine data & turn it into trusted operational context for AI.
Dig in: https://t.co/K11rv6mXdp
Congratulations to Kristen Silverberg, @BizRoundtable’s next President & CEO! Her strategic insight and deep policy expertise make her the right leader for this critical moment for US business. I also want to share a sincere thank you to Josh Bolten for his incredible leadership and tireless work to make BRT a pro-growth force in Washington.
Today, BRT Chair @ChuckRobbins announced Kristen Silverberg as BRT’s next President and Chief Executive Officer. Ambassador Silverberg, who currently serves as President and Chief Operating Officer, will succeed current BRT CEO Joshua Bolten when he retires on January 31, 2027. https://t.co/22VXuERjSE
Tomorrow, CEOs, policymakers, economists and other leading voices will gather for BRT’s 2026 CEO Workforce Forum. Learn how AI is changing jobs and skills and how companies are supporting upward mobility and opportunity for workers in the AI era: https://t.co/LUFtDOuLgH
Networking isn't just about software. The real breakthroughs happen at the physical layer. Learn why Cisco is co-designing custom #silicon for better efficiency ➡️ https://t.co/lfcv3b7aWQ
#innovation#infrastructure@jpatel41
Two leading voices in tech
One stage
Join Cisco President & Chief Product Officer @jpatel41 and @Intel CEO @LipBuTan1 at #splunkconf26 for a fireside chat about how agentic enterprises build resilience and innovate faster. Tune in: https://t.co/TG0eiPLxan
This week was my first time in Morocco, and it won't be my last! Had great meetings with government leaders and partners in Rabat alongside @FranKatsoudas and loved spending a little time with our small but mighty Morocco team - thank you for the warm welcome!
Honored to witness the signing of our partnership agreement on national AI initiatives and skills training with Egyptian Prime Minister Dr. Mostafa Madbouly. This collaboration marks a significant milestone in @Cisco’s commitment to Egypt’s digital future, and we are proud to be a part of it!
Congrats to @JensenHuang, @ClementDelangue, and the entire @HuggingFace team! This is great progress for open source AI and will help make intelligence more secure, affordable, and accessible.
I also believe it’s strategic for America to have a strong open source ecosystem. We can’t win by only having the best closed models — we must also ensure the world's best open models, tools, and ecosystems continue to thrive here.
Exciting day for NVIDIA and @huggingface.
Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty. They allow every developer, startup, university, industry and country to build with, customize and benefit from AI.
Thank you @ClementDelangue for coming to me.
NVIDIA is going to be a great home for Hugging Face, its community and the future of open models. 🤗
https://t.co/q8Om2Xc5ye
I have some really fun news. I’m delighted to announce that @sunilpotti is joining @Cisco and will lead our Security, Observability and Data Platform teams, bringing our Security and Splunk businesses together under one leader. Sunil will join my leadership team and report directly to me. He has spent years building and scaling some of the most important security platforms in the industry, most recently leading Google Cloud Security. There are very few people who combine deep technical instincts, product leadership and the ability to operate at enormous scale the way Sunil does. I could not be more excited to have him here, and I think it says something about the opportunity in front of Cisco that exceptional builders like Sunil want to come help us create what is next.
The timing could not be better. We are squarely entering the agentic era, where AI agents will increasingly act autonomously across applications, infrastructure and data. This creates an entirely new set of problems. When something goes wrong, was it a breach, an infrastructure issue, a software failure, or did a perfectly legitimate agent simply exercise spectacularly bad judgment? Those distinctions are going to become much harder to make. Security tells us whether something might be malicious. Observability tells us what actually happened. Data gives us the context to understand why. I believe these three areas are going to become increasingly inseparable, which is a big reason why bringing these teams together now makes so much sense.
This is also where I think Cisco has a very unique opportunity. In this new world, we have to operate with the assumption that the adversary may already be inside the environment, and increasingly that adversary could itself be an agent. The job is no longer just keeping threats out. It is detecting them, understanding what they are doing and preventing lateral movement once they are inside. And where does lateral movement happen? On the network! Few companies in the world have the depth of network telemetry and context that Cisco has. When we combine that telemetry with security, observability and data, and co-design it with the rest of our stack across silicon, networking and compute, we can build something fundamentally different. That is the vertically integrated platform we are building for the AI era. There is a tremendous amount of innovation already in the pipeline, and I think we are only beginning to scratch the surface of what is possible. I am super stoked to work with Sunil and the entire team to go build it.
Welcome to Cisco, Sunil. Let’s make the world safe, secure, observable and open!
@HUMAIN@AMD@Cisco Big milestone for the @Humain team and for the Kingdom. Congratulations @TareqAmin_, and thank you for the partnership. On to the next phase!
Couldn't have said it better myself, @LisaSu. It was great to feel the energy yesterday at @LeapAndInnovate and to see the incredible progress from our partners at @Humain. @Cisco is proud of our partnership with @AMD and @Humain on the launch of our first cluster this week!
Honored to join @aalswaha and @TareqAmin_ at @LEAPandInnovate. Congratulations to @humain on the tremendous progress over the last year. Excited to announce our first clusters with @humain and @cisco are live in the Kingdom with lots more to come.
@johnternus Congrats and welcome, @johnternus! @Cisco is incredibly proud of our partnership with Apple, and we’re looking forward to continuing to work with you and your team.
Last day at 1 Market with some of the best people in the business
Almost 10 years to the date at CNBC in SF.
More on the next chapter coming very soon :)
I've said for years that we can create a stronger cybersecurity ecosystem by working together, and it's more important now than ever before. We all have a role to play in helping customers reap the benefits of AI, while protecting them against advanced threats. Proud that @Cisco has joined this effort. Thank you to @gdb and @OpenAI.
An open letter for a global surge in cyber defense, signed by over 100 organizations including Anthropic, AWS, Google, Microsoft, OpenAI, and Oracle. https://t.co/uKXPS8LdAU