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MEDIA ALERT: Cisco's WebexOne Event Spotlights Global AI Brands and Ryan Reynolds, Acclaimed Actor, Film Producer, and Entrepreneur
Prnewswire· 2025-09-16 00:00
SAN JOSE, Calif., Sept. 15, 2025 /PRNewswire/ -- Cisco (NASDAQ: CSCO) today announced its luminary customers and partners headlining WebexOne, Cisco's annual AI Collaboration and Customer Experience event, taking place from September 28 – October 1, 2025 in San Diego. This year, executives from top global brands will take the stage to highlight how Cisco is addressing today's demands for AI-powered innovations for the employee and customer experience. Accessibility StatementSkip Navigation Customer speakers ...
高盛:美股AI数据中心赛道爆发!2029 年这两大赛道规模超6000亿
贝塔投资智库· 2025-09-15 12:12
AI 服务器与数据中心交换机规模高速增长 先看 高盛对 两大 AI 赛道的关键预测(2024-2029 年): 2025 年 9 月 9 日,高盛发布《美科技行业 —— 硬件领域:2025 年人工智能数据中心设备市场份额及前景更新》研报,大幅上调 AI 服 务器、AI数据中心 交 换机 的增长预期。 研报明确: AI 驱动下, 数据中心硬件成美股科技板块最强主线 ,而传统设备需求持续疲软 。 · AI 数据中心 交换机 : 2029 年规模预计达 260 亿美元, CAGR 36% ,此前预测仅 20 亿美元,上调幅度惊人,主要因 2028-2029 年需求集中释放; · 传统设备对比 :传统服务器 2024-2029 年 CAGR 为 - 2% (年均下降 2% ),传统数据中心交换机 CAGR 仅 5% ,与 AI 赛道形成 " 天壤之别 " 。 戴尔成 AI服务器 最大赢家 从细分领域看, AI 数据中心硬件内部呈现显著分化,不同客户群体、技术路线的增速差异较大,这也是后续配置的核心看点。 AI 服务器:二级云服务商增速 "碾压" 按客户类型拆分, AI 服务器的增长动力高度集中在二级云服务商领域: · ...
高盛Communacopia与技术大会之硬件:AI推动企业服务器与网络市场分化,高端厂商盈利可期
智通财经· 2025-09-12 17:52
在高盛近日举行的Communacopia与技术大会上,硬件领域显示AI服务器需求呈现分化态势—— 650Group数据显示,戴尔科技(DELL.US)正从超微电脑(SMCI.US)手中抢占高端市场份额,慧与科技 (HPE.US)亦在成本控制下实现增长,但传统企业服务器市场因企业优先投资AI基础设施而短期承压。 高盛预计至2027年,成熟的新云服务提供商将逐步转向ODM定制或半定制服务器设计,而戴尔科技、 慧与科技等企业级服务器厂商虽x86单位销量预计下滑,但高均价与利润率可通过核心数量增长及加密 技术维持收入稳定。 后端规模扩展网络市场方面,2029年总规模有望达230亿美元,其中以太网规模扩展增量市场约80亿至 100亿美元,NVLink虽目前主导规模扩展后端网络,但以太网未来将成为其有力竞争替代方案, UALink和PCle则维持小众市场地位。 软件技术领域,AI网络在超大规模、二级云/新云、企业及主权客户垂直领域均保持竞争活力。超大规 模企业因AI经济转型需求强劲,品牌供应商持续主导;二级云领域Spectrum-X捆绑网络/计算解决方案最 具适配性;企业市场则因戴尔科技、慧与科技、思科(CSCO.US) ...
Palantir's Rally Is Replaying Cisco's Dot-Com Setup—And That Ended Brutally
Benzinga· 2025-09-11 22:07
Wall Street's AI fever just crowned a new star. Palantir Technologies Inc PLTR, once a niche data analytics shop, now flaunts a $396 billion market cap on just $3.3 billion in recurring revenue. Its sky-high 93x ARR multiple makes Nvidia Corp's NVDA surge look modest and dwarfs peers like Salesforce Inc CRM and Adobe Inc ADBE, noted a chart posted on X. Track PLTR stock here.But this market worship feels eerily familiar: Cisco Systems Inc CSCO once wore the same crown at the height of the dot-com boom – bef ...
Ascend Communications: How To Find & Own America's Greatest Opportunities
Investors· 2025-09-11 20:00
BREAKING: Futures Rise After Oracle Fuels AI Rally Ascend Communications manufactured wide-area network access products that let users build videoconferencing as well as voice, video and data integrated networks. The company was incorporated in 1989 and the tech stock had its initial public offering in May 1994, amid a difficult market year. Morgan Stanley was the investment banker. Ascend had 700 customers in early 1994 and had installed… Take a Trial Today Get instant access to exclusive stock lists, expe ...
InfiniBand,如临大敌
半导体行业观察· 2025-09-11 09:47
公众号记得加星标⭐️,第一时间看推送不会错过。 最后,在规范互操作性的限制范围内,供应商之间仍然存在差异化的空间。这一特性使现有的以太网 供应商生态系统能够在活跃且规模庞大的市场中充分发挥其快速创新周期和发展潜力。在许多情况 下,例如数据包负载平衡或快速丢包检测,该规范提出了一组实现兼容协议的选项,但并未强制要求 任何选项。供应商可以采用其中一种建议的方法,也可以自行研发创新。 扩大以太网的范围 除了吞吐量之外,以太网还经常被用作从 A 点到 B 点的即插即用互连。超级以太网区分三种网络类 型:本地网络(通常称为纵向扩展)、后端网络(通常称为横向扩展)和前端网络。 在讨论 HPC 领域的互连时,InfiniBand 通常位居榜首。然而,当转向企业领域时,首选的互连 是以太网。进入人工智能领域,系统的节点数正在变得越来越大。事实上,扩展到如此大的数字 对许多网络来说都是一个挑战。庞大的 xAI Colosus 系统使用 Nvidia Spectrum-X 以太网。正 如 Nvidia 网络副总裁Gilad Shainer所说,"唯一一个通过在整个系统上运行单任务工作负载而 成功达到这一规模(100,000 个节 ...
Is Cisco Stock's 4.42X PS Still Worth it? Buy, Sell, or Hold?
ZACKS· 2025-09-11 01:10
估值水平 - 公司股票价值评分为D级 显示交易价格处于溢价水平 [1] - 公司远期12个月市销率为4.45倍 高于行业平均的4.16倍 [1] - 相比同业公司Arista Networks的18.19倍和Broadcom的21.43倍市销率 公司估值存在显著折价 [1] 股价表现 - 年初至今股价上涨13.8% 但落后于科技板块15.9%的涨幅 [4] - 同期Broadcom和Arista Networks分别上涨46.1%和28.4% 表现优于公司 [4] - 自8月13日发布2025财年第四季度财报后 股价下跌4.4% [5] 财务业绩与指引 - 2025财年第四季度网络收入同比增长12%至76.3亿美元 [5] - 2026财年收入指引为590-600亿美元 较2025财年567亿美元显著提升 [16] - 非GAAP每股收益预期为4.00-4.06美元 高于2025财年的3.81美元 [16] - 市场共识预期2026财年收入565.8亿美元 同比增长5.2% [17] - 每股收益共识预期4.04美元 过去30天上调3美分 同比增长6% [17] AI基础设施业务 - 2025财年AI基础设施订单总额达20亿美元 超出管理层预期一倍 [7][9] - 第四财季来自超大规模客户的AI订单超过8亿美元 [9] - 服务提供商和云客户产品订单同比增长49% [9] - 前六大超大规模客户中有四家实现三位数订单增长 [9] 产品与技术优势 - 与NVIDIA合作推出AI就绪数据中心网络解决方案 [11][12] - Cisco Nexus交换机与NVIDIA Spectrum-X架构集成 为AI集群提供低延迟高速网络 [12] - 网络安全产品组合包括Secure Access、Hypershield和XDR [14] - 第四财季安全业务订单实现中个位数增长 [14] - Splunk与公司协同效应推动新客户数量同比增长14% [14] - 安全产品组合在当季新增750家客户 [14] 业务增长动力 - 网络产品订单连续四个季度实现两位数增长 [13] - 工业物联网产品组合连续五个季度实现两位数订单增长 [13] - 硅一号智能交换机需求旺盛 [13] - 网络流量激增和安全威胁演变推动网络容量需求加速增长 [11] - 美国本土战略基础设施和制造业回流趋势将推动2026财年增长动能延续 [13]
Cisco Systems Inc. (CSCO) Expands Secure AI Factory with the Nvidia Platform
Yahoo Finance· 2025-09-10 19:35
Cisco Systems, Inc. (NASDAQ:CSCO) is one of the best cybersecurity stocks to buy right now. On September 4, the company confirmed the expansion of its Secure AI Factory with the Nvidia Platform. The expansion follows the unveiling of a new solution designed to accelerate retrieval-augmented generation (RAG) pipelines. Cisco Systems Inc. (CSCO) Expands Secure AI Factory with the Nvidia Platform Ken Wolter / Shutterstock.com While integrating VAST Data’s InsightEngine with Cisco AI PODs, the new solution ...
AI Is Now Entering Second Phase, Cisco's Patel Says
Youtube· 2025-09-10 02:52
What is it that you really think Cisco can offer a world in which agents are going running left, right and center. Caroline, it's good to see you again. Thank you for having me on the show.Look, if you take a step back, we are probably witnessing one of the most seismic shifts that we've seen in humanity with age. And we are now squarely in the second phase of A. I., where you're moving from these chatbots that intelligently answer questions to agents that are going to conduct tasks and jobs almost fully au ...
Cisco Data Fabric Transforms Machine Data into AI-Ready Intelligence
Prnewswire· 2025-09-09 06:00
Accessibility StatementSkip Navigation Machine data-trained AI models will deliver predictive insights and proactive resilience BOSTON, Sept. 8, 2025 /PRNewswire/ -- SPLUNK .CONF -- Cisco today announced the Cisco Data Fabric, a revolutionary new architecture that will empower organizations to harness the value of their machine data with AI. Powered by the Splunk platform, the Cisco Data Fabric is designed to dramatically reduce the cost and complexity of handling machine data at scale and leveraging it for ...