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In this episode, John Russo sits down with Vladimir Sazonov, who leads investment initiatives in AI infrastructure at Cisco’s Global Infrastructure Fund. They discuss how enterprises are navigating decisions around building vs. buying AI infrastructure, and the critical role of managed services, cloud models, and financing solutions in accelerating AI adoption. 🔥 Key Highlights: – Core vs. context: how enterprises decide what to own vs. outsource – Why data gravity and security shape infrastructure decisions – The economics of AI workloads: CapEx vs OpEx tradeoffs – Public vs. private cloud: workload patterns that influence placement – Cisco’s role in funding infrastructure for hyperscalers and new providers – Key insights from Cisco’s AI Readiness Report (8,000+ decision-makers) – Why the demand for managed service providers in AI is exploding 🎙️ Expo Roundtable – Powered by Nscale: https://www.nscale.com – Produced by Data Phoenix: https://dataphoenix.info 🤖 AI INFRA SUMMIT 4 📍San Francisco, October 29 🎟️ Register now (35% Discount: DATAPHOENIX35): https://lu.ma/aiinfra_4?coupon=DATAPH... ⏱️ Chapters 00:00 – Introduction 01:42 – Meet Vladimir Sazonov and his work at Cisco 04:10 – Build vs. Buy: Enterprise AI investment decisions 08:20 – Core vs. Context in AI strategy 11:30 – How enterprises think about owning infrastructure 14:05 – Workload types and infrastructure placement 17:00 – The cost logic: CapEx vs OpEx 20:10 – Cisco’s role in funding AI infrastructure 23:30 – Why new cloud providers are gaining traction 26:00 – Key findings from Cisco’s AI Readiness Report 29:15 – Urgency and opportunity in AI infrastructure decisions 31:00 – Final thoughts and close 👉 If you enjoyed the discussion, be sure to like the video, share your favorite insights in the comments, and subscribe to stay updated on our latest talks and demos! 🔗 Follow us for more: – LinkedIn (Dmytro): / spodarets – LinkedIn (Data Phoenix): / data-phoenix – YouTube (Events): / dataphoenixevents – YouTube (Dmytro): / @dmytrospodarets – Twitter/X: https://x.com/Data_Phoenix – Telegram: https://t.me/DataPhoenix – Facebook: / dataphoenix.info – Website: https://dataphoenix.info/