Exclusive: Cisco’s president on the new rules of AI capitalism

Exclusive: Cisco’s president on the new rules of AI capitalism

The tech world is “grossly underestimating” the amount of AI infrastructure needed and that’s changing the way tech companies are doing business, Cisco president and chief product officer Jeetu Patel told Semafor.We’re already seeing shortages of components, and from Patel’s vantage point, it sounds like things are only going to get worse. Being in a “supply constrained business,” he says, changes some of the basic rules of capitalism, like sell…