Sami Badri

Sami Badri, Head of Investor Relations at Cisco and a tech equity research expert, shares fascinating insights on the tech landscape's evolution since 2015. They dive into the importance of NVIDIA's powerful GPUs in AI development and the rise of large language models. The conversation addresses the challenges companies face in utilizing their data effectively and the critical energy demands required for AI infrastructure. Badri also discusses Cisco's strategic positioning to adapt to these technological shifts and the future of enterprise spending in the AI era.