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October 29, 2026

The Financial News

The Financial News

Almost nobody uses AI agents yet, and the infrastructure is already full | Sozzi Unleashed


Jeetu Patel, President and Chief Product Officer at Cisco, builds the infrastructure the AI boom runs on, and he says there is no sign of it slowing. By his reckoning fewer than 5% of people use AI agents at all, and every bit of capacity that comes online is consumed immediately.

He also tells Brian Sozzi why agent safety is the issue of our time, why giving an agent tools makes it useful and dangerous at once, and why he thinks about agents the way you would think about teenagers.

Full episode, including Nelson Peltz bidding to take Wendy’s private: https://youtube.com/live/L0DWdGgNkEI

Timestamps
0:00 Whether AI demand is really slowing
2:31 Why agent safety is the issue of our time
4:05 What keeps him up at night
5:43 Why older chips are lasting longer
7:07 Where the next surprise comes from

#AI #Cisco #AIAgents #SozziUnleashed #YahooFinance

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