Smart grid, as a market segment play for solution providers, is still in its infancy. But Cisco's made it abundantly clear it intends to play and play hard in a market adjacency that Chambers has said could represent a $20-billion-a-year market opportunity. Cisco has already acquired and partnered heavily in smart grid, and Chambers says it's indeed the next big thing.
"I'll talk about the very top of our big bets, and I'll separate them into categories," Chambers said, referring to how he'll talk about market opportunities at the Cisco Partner Summit. "Small to medium business, IP NGN, Borderless Networks, and then the next generation, data center virtualization, video, and the next generation after that, clouds and what we're doing with EMC, and the generation after that, smart grid."