AI’s Network Bottleneck: Cisco’s Bill Gartner & ACG Research’s Ray Mota | Ep: 78

Powerful GPUs are only part of the AI equation. The networks connecting them play a critical role in performance, efficiency, and scale.
Join Ray Mota of ACG Research and Bill Gartner of Cisco for a discussion on how optical networking and interconnect infrastructure are evolving to support increasingly demanding AI workloads.
In this conversation:
- Connecting AI infrastructure across distributed data centers
- How packet loss and latency affect GPU utilization
- Advances in coherent optics and fiber capacity
- Power efficiency and the economics of AI infrastructure
- Network visibility, security, and agentic AI
- Why networking belongs at the center of AI investment decisions
Featuring
Ray Mota — ACG Research
Bill Gartner — Cisco
Subscribe for more conversations on networking, cloud, and AI infrastructure.

#AI infrastructure

#AI networking

#ScaleAcross

#CiscoOpticalNetworking

#CiscoRoutedOpticalNetworking

#Multi-raillinesystems

#CoherentPluggableOptics

#DCI

Originally published on Ray Mota's Substack. Subscribe to get new analysis by email.