Cisco executives predict a rising opportunity for network access providers, such as cable operators and telcos, in the AI inferencing era, as AI shifts from data-center training to distributed inferencing and autonomous AI agents. Agentic AI traffic is expected to consume significantly more data than human-led actions, altering internet traffic patterns. Cisco stresses the need for service providers to proactively address these shifts and consider establishing their own inferencing clouds, potentially competing with or complementing existing GPU-centric 'neoclouds'.