“I think we'll continue to see that for some period of time.”

In context

“derstand where these customers are in terms of their embrace of AI? What are some of the key issues that Cisco is just helping them address? Chuck Robbins: Scott, do you want to comment on the size of the telco segment first? Scott Herren: Yes. Overall, telco had a good quarter in the last quarter. That's actually a continuation of what we saw in Q1. And what we hear from telco, particularly in international, is they are in anticipation of demand on their networks driven by AI, doing the same thing that we hear enterprise is doing. They know there's increased load coming. In many cases, they've sweated those assets for some time because of the state of the financials in that industry. And they're coming back to the table to build out their networks in anticipation of the increased demand. I think we'll continue to see that for some period of time. Telco by its nature and the size of the telco customers that we have can be a little bit episodic, a little bit big deals in one quarter and not in the next. So it's not something that I would expect to see on a steady state. But we're seeing good demand right now as they see the same thing, the same exact trend that enterprises see. There's network load coming, we need to be ready for it. Chuck Robbins: Yes, I think that's right. And I think the other thing that we see some of the European operators are looking at delivering AI as a service. We see a lot of them planning for AI edge applications that are sitting at the edge of their networks that they're managing for customers, et cetera. So they are preparing for sure. Sami Badri: Thank you, Adrian. And I want to hand it over to Chuck f”