Enterprises are spending heavily on AI tokens and agents — but the network underneath is buckling. Michael Dickman, SVP and General Manager of Campus Networking at Cisco, joins Alan Shimel on TechStrong TV live from Cisco Live to share a striking finding: in a Foundry survey of more than 3,400 CIOs, 75% said they have more confidence in their AI strategy than in their network's ability to actually support it. Michael walks Alan through the explosion of east-west traffic from physical AI and computer vision, why agentic AI demands a shift from network access control to network action control, and the looming hardware super cycle as enterprises refresh aging campus and branch infrastructure. He also recaps Cisco Live announcements — Cisco Cloud Control and AgenticOps, Live Protect, Unified Fabric, Digital Twin, and the new Catalyst 9550 Smart Series Switch with 400G uplinks.