. @NetworkMediaGr1 Panel Session - Telco Energy Efficiency: Gain the Ecosystem Perspective on Telco AI in Reducing Network Energy Use w/ @Azure @AMD @Lenovo & @Vodafone Mar 5, 2024, 2:00 PM - Mar 8, 2024, 2:00 PM (your local time) shorturl.at/FGZ58 @johnlusher @BillRuff_

Last week, during #CiscoLive 2026, I had several formal and informal discussions with Cisco's leadership. In this talk with Cisco's SVP and General Manager of Customer Experience, @EricKnipp, we dug deep into current announcements wrt to Cisco's Customer Experience Division. Our discussion included: - Cisco's CX Philosophy (00:54) - Cisco IQ and Cisco Cloud Control (02:12) - Cisco Security & Cisco IQ (03:52) - How Mythos Changes Security Posture (04:36) - Cisco's Professional Services (05:54) - Playbooks and Partners (06:39) - APIs for Cisco IQ Extension by Partners (08:35) - Practitioner Training & Education (09:28) - Professional Services and Product Interface (12:08) - Uptick Around Network as Code (13:12) - Agentic AI, APIs and Automation (14:40) - Digital Twins for Resilient Operations (16:20) - Token/Security/Systems Economics (17:50) - Planning to Production (18:20) - Time is money is security (18:39) - Departing Words from Eric Knipp (18:46) - Thanks you, thank you! (19:28) cc @furrier @dvellante @jpatel41 @stevecla @JoelyUrton @zkerravala @alexeheath @Craw @matteastwood @dfloyer @rwang @holgermu @SanjMo @lizcentoni @djsampat @RajnChop @_TomGillis @CiscoSecure @CiscoCX @anurag_dhingra @aruna13 @Tuszik @robhof @BobLaliberte @lindavivah @RonWestfallDX @RobTiffany @ebizexec @AnuragTechaisle #CiscoLive2026

His success comes from disrupting industries (automotive, space) long thought to be immune from creative destruction. Turning each from zero sum mindset into abundant growth. Bringing that mindset to other industries (semiconductors, hyperscalers) shakes things up right at the point where everybody was rearranging deck chairs and starting to think zero sum.

New PrivacyOps capabilities and AI readiness research build on Veeam's DataAI vision as orgs face growing pressure to demonstrate measurable outcomes from AI investments. Read more from @HyperFRAME_Res @RonWestfallDX. bit.ly/4vbHmrs #VeeamON

“Extreme Networks is transforming the networking landscape by evolving Extreme Platform ONE into a software-defined orchestrator that integrates multi-vendor management, automated #ZeroTrust security, and a proactive #AI coworker to deliver an autonomous ecosystem that reduces operational complexity and TCO.” See more of @HyperFRAME_Res' @RonWestfallDX's key takeaways from #ExtremeConnect2026: hyperframeresearch.com/2026/…

. @UnanimousAI Predicts World Cup Winner by Enabling First Ever Large-Scale Debate Among Humans & AI Agents. The verdict is in: Spain is the most likely winner & Norway is the dark horse pick. Check it out: shorturl.at/yGjn4 via @ein_news @StevenDickens3

. @Cisco IQ Driving Autonomous Resilience & Quantum-Age Defense via Unified Infrastructure Intelligence: Adds new capabilities, including air-gapped on-premises architectures & post-quantum risk assessments shorturl.at/jzvqc @CiscoLive @CiscoNetworking @StevenDickens3

Good read from @CTmagazine on the range of Christian responses to Pope Leo XIV's encyclical on AI. What I appreciate most is not that everyone agrees. It's that more people are engaging the conversation. Questions about human dignity, formation, work, community and flourishing are no longer theoretical. They are becoming some of the defining questions of the AI era. The church does not need to have all of the answers, but it does need to be in the conversation. christianitytoday.com/2026/0…

.@IFreidheim discusses takeaways from the IPO market so far this year, expectations going forward, investor demand, and the AI arms race with @sam_vadas. For more market news, tune in at: SchwabNetwork.com/?CID=SM:Tw…

.@HyperFRAME_Res CEO and Principal Analyst @StevenDickens3 previews Oracle (ORCL) earnings, which he says center on the backlog and how it's being converted into revenue. "I'm expecting that backlog to increase quarter over quarter," he tells @sam_vadas and @MarleyKayden. "Oracle is part of an overall trend around how do we build out AI infrastructure fast enough to service demand." He remains "long-term bullish" on $ORCL. For more market news, tune in at: SchwabNetwork.com/?CID=SM:Tw…

It's Go Time for @nebiusai Inflection!

From $ADBE earnings to May PPI and the ECB’s rate decision, @MarleyKayden and @sam_vadas break down what they’re watching in the markets on Thursday. For more market news, tune in at: SchwabNetwork.com/?CID=SM:Tw…

U.S. inflation is back above 4%, reaching its highest level in three years. @DianeKingHall explains what’s behind the latest CPI report and how energy is driving the move higher. While headline inflation surged, core readings came in softer than expected. That leaves a mixed vibe for investors trying to gauge what comes next. For more market news, tune in at: SchwabNetwork.com/?CID=SM:Tw…

Is the Standard Server Rack Dead for Agentic AI? Dell delivers the first liquid-cooled NVIDIA Vera Rubin rack to CoreWeave, deploying custom Arm-based Vera CPUs to scale autonomous agent setup fully. buff.ly/KNI5tsq

.@RonWestfallDX of @HyperFRAME_Res digs into $ORCL ahead of its earnings after the closing bell. He's watching for management's ability to push through the massive backlog and calls this a "good challenge that Oracle has." He tells @DianeKingHall that the Oracle cloud is growing "faster than its peers," which includes AWS and Azure. For more market news, tune in at: SchwabNetwork.com/?CID=SM:Tw…

This ‘forward deployed analyst’ is at @NebiusAl Expert Forum at The Conservatory, San Francisco today 😊! Main program is from 2:00PM - 4:30PM PT, stay tuned for announcements! With @RobTiffany @ebizexec @SanjMo @RonWestfallDX and others… #NebiusAI @WaqasMakhdum

Tesla AI chip design engineering reviews are so great! Team is awesome. Our AI6 chip might set a record for most amount of usable intelligence from a wafer when factoring in yield.

Feel free to register for tomorrow's Fiber for Breakfast webinar. @RonWestfallDX will spotlight our new I&O Primary Research, which is due to publish in the next couple of weeks. His presentation titled 'FFB 2026 Week 23: HyperFRAME Research Lens: State of I&O Strategy in AI Era 2H 2026' is a must-watch. You can register here: fiberbroadband.org/event/ffb…

Memory architecture is a technical challenge, but it is also a financial one. This clip puts the economics in clear terms. At the International Semiconductor Industry Group (ISIG) Executive Summit, Sandeep Bharathi makes the capital allocation case for memory pooling. When processors cannot access their full dedicated memory, the unused capacity is stranded, generating cost without generating value. Pooling that memory across systems can reduce total cost of ownership by 50 to 70%. The business model implications follow directly: lower TCO, faster time to first token, and higher throughput per millisecond translate to better margins for hyperscalers running inference at scale. See the video here: mrvl.co/4fRGRy3

. @NetBoxLabs delivers the enterprise-grade, native data platform establishubg absolute data integrity by anchoring its open composable products in a shared infrastructure model. Find out why in the new @HyperFRAME_Res Brief: shorturl.at/3oakH @StevenDickens3 @stephensopko

VeeamON 2026 - Veeam’s DataAI Evolution: Redefining Enterprise Trust Through Unified Governance, Post-Quantum Security, and Autonomous Resilience buff.ly/flA7fRe