{"id":637823,"date":"2026-05-18T02:15:41","date_gmt":"2026-05-18T09:15:41","guid":{"rendered":"https:\/\/nai500.com\/?p=637823"},"modified":"2026-05-18T02:15:41","modified_gmt":"2026-05-18T09:15:41","slug":"cisco-csco-ai-4-000-cfo","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2026\/05\/cisco-csco-ai-4-000-cfo\/","title":{"rendered":"Cisco (CSCO) \u5728\u5411 AI \u8f6c\u578b\u4e2d\u88c1\u5458 4,000 \u4eba\uff1bCFO \u5426\u8ba4\u4e3a\u8282\u7701\u6210\u672c\u800c\u4e3a"},"content":{"rendered":"

\u601d\u79d1\u5c06\u88c1\u51cf\u7ea6 4,000 \u4e2a\u5c97\u4f4d\uff0c\u7ea6\u5360\u5176\u5458\u5de5\u603b\u6570\u7684 5%\uff0c\u4ee5\u91cd\u65b0\u805a\u7126\u4e8e\u4eba\u5de5\u667a\u80fd\u3001\u5b89\u5168\u3001\u7845\u7247\u548c\u5149\u6a21\u5757\u2014\u2014\u800c\u534e\u5c14\u8857\u6b63\u5728\u4e3a\u8fd9\u4e00\u62bc\u6ce8\u4e70\u5355\u3002CFO Mark Patterson \u5c06\u6b64\u6b21\u91cd\u7ec4\u8868\u8ff0\u4e3a\u52a0\u901f\u800c\u975e\u7d27\u7f29\uff1a\u201c\u8fd9\u4e0d\u662f\u4e3a\u4e86\u8282\u7701\u800c\u8fdb\u884c\u7684\u91cd\u7ec4\u201d\uff0c\u800c\u662f\u5411\u9700\u6c42\u589e\u957f\u6700\u5feb\u7684\u9886\u57df\u8f6c\u79fb\u3002CEO Chuck Robbins \u8865\u5145\u79f0\uff0c\u516c\u53f8\u5c06\u201c\u6301\u7eed\u8c03\u6574\u6295\u8d44\u201d\uff0c\u4ee5\u8ffd\u9010\u4e0e AI \u57fa\u7840\u8bbe\u65bd\u76f8\u5173\u7684\u957f\u671f\u4ef7\u503c\u3002\u968f\u7740\u8d85\u5927\u89c4\u6a21\u4e91\u5ba2\u6237\u7684\u5927\u91cf AI \u8ba2\u5355\u6d8c\u5165\uff0c\u516c\u53f8\u7528\u4e1a\u7ee9\u6570\u636e\u652f\u6301\u4e86\u8fd9\u4e00\u8bf4\u6cd5\u2014\u2014\u5b63\u5ea6\u4e1a\u7ee9\u8d85\u9884\u671f\u5e76\u4e0a\u8c03\u4e86\u6307\u5f15\u3002<\/p>\n

\u56e0 AI \u8f6c\u578b\u80a1\u4ef7\u5927\u6da8<\/h3>\n

\u5e02\u573a\u8ba4\u53ef\u4e86\u8fd9\u4e00\u8f6c\u578b\u3002\u601d\u79d1\u80a1\u4ef7\u5355\u65e5\u4e0a\u6da8 13.4%\uff0c\u4e3a\u8fd1 15 \u5e74\u6765\u8868\u73b0\u6700\u597d\u7684\u4e00\u5929\uff0c\u80a1\u4ef7\u521b\u4e0b\u903e 119 \u7f8e\u5143\u7684\u65b0\u9ad8\uff0c\u5e02\u503c\u7a81\u7834 4,600 \u4ebf\u7f8e\u5143\u3002\u8fd9\u4e00\u8d70\u52bf\u5e26\u52a8\u4e3b\u8981\u57fa\u51c6\u80a1\u6307\u8d70\u9ad8\uff0c\u9053\u743c\u65af\u3001S&P 500 \u548c\u7eb3\u65af\u8fbe\u514b\u5747\u6536\u6da8\u7ea6 0.8% \u81f3 0.9%\uff0c\u6295\u8d44\u8005\u5f00\u59cb\u8f6e\u52a8\u81f3\u53d7\u76ca\u4e8e AI \u57fa\u7840\u8bbe\u65bd\u652f\u51fa\u7684\u5de8\u5934\u3002AI \u76f8\u5173\u786c\u4ef6\u4e0e\u7f51\u7edc\u7c7b\u80a1\u7968\u968f\u4e4b\u4e0a\u6da8\uff0c\u5f3a\u5316\u4e86 2026 \u5e74\u7684\u6295\u8d44\u5267\u672c\uff1a\u4efb\u4f55\u4e0e\u6570\u636e\u4e2d\u5fc3\u5efa\u8bbe\u76f8\u5173\u7684\u6807\u7684\u7ee7\u7eed\u83b7\u5f97\u6ea2\u4ef7\u3002\u6b64\u756a\u5e45\u5ea6\u5f88\u91cd\u8981\uff1a\u601d\u79d1\u7684\u8fd9\u7c7b\u5355\u65e5\u4f30\u503c\u91cd\u5b9a\u4ef7\uff0c\u901a\u5e38\u610f\u6307\u5e02\u573a\u76f8\u4fe1\u8be5\u516c\u53f8\u6b63\u4ece\u4f20\u7edf\u4ea4\u6362\u673a\u8f6c\u5411\u4e0d\u53ef\u6216\u7f3a\u7684 AI \u7ba1\u9053\u2014\u2014\u5149\u6a21\u5757\u3001\u9ad8\u901f\u4ee5\u592a\u7f51\u3001\u7845\u7247\u4e0e\u5b89\u5168\u7ec8\u7aef\u2014\u2014\u5e76\u5728\u6b64\u8fc7\u7a0b\u4e2d\u5f15\u5bfc\u589e\u901f\u8d85\u8fc7\u5171\u8bc6\u3002<\/p>\n

\u8d85\u5927\u89c4\u6a21\u5ba2\u6237\u8ba2\u5355\u91cd\u5851\u601d\u79d1\u4e1a\u52a1\u7ed3\u6784<\/h3>\n

\u88c1\u5458\u80cc\u540e\u662f\u9884\u8ba2\u91cf\u7684\u6545\u4e8b\u3002\u601d\u79d1\u62a5\u544a\u6536\u5165\u4e3a 158.4 \u4ebf\u7f8e\u5143\uff0c\u8d85\u8fc7\u9884\u671f\uff0c\u7f51\u7edc\u8ba2\u5355\u540c\u6bd4\u589e\u957f\u903e 50%\uff0c\u6570\u636e\u4e2d\u5fc3\u4ea4\u6362\u8ba2\u5355\u540c\u6bd4\u589e\u957f\u8d85 40%\u3002\u5173\u952e\u5728\u4e8e\uff0c\u7ba1\u7406\u5c42\u5f15\u7528\u672c\u8d22\u653f\u5e74\u5ea6\u6765\u81ea\u8d85\u5927\u89c4\u6a21\u4e91\u5ba2\u6237\u7684 53 \u4ebf\u7f8e\u5143 AI \u57fa\u7840\u8bbe\u65bd\u8ba2\u5355\uff0c\u8fd9\u4e00\u6570\u5b57\u4e3a\u6295\u8d44\u8f6c\u5411\u63d0\u4f9b\u4e86\u652f\u6491\uff0c\u5e76\u652f\u6301 Patterson \u6240\u8bf4\u7684\u8fd9\u662f\u5173\u4e8e\u6267\u884c\u901f\u5ea6\u800c\u975e\u6536\u7f29\u9884\u7b97\u3002\u8d44\u91d1\u6d41\u5411\u63ed\u793a\u4e86\u91cd\u70b9\uff1a\u53ef\u63d2\u62d4\u5149\u6a21\u5757\u3001\u7528\u4e8e\u4ea4\u6362\u7684\u5148\u8fdb\u7845\u7247\u3001\u7528\u4e8e\u4fdd\u62a4\u5feb\u901f\u589e\u957f\u4e1c\u897f\u5411\u6d41\u91cf\u7684\u5b89\u5168\u8f6f\u4ef6\uff0c\u4ee5\u53ca\u9ad8\u6548\u4f20\u8f93 AI \u8bad\u7ec3\u6570\u636e\u7684\u5149\u4f20\u8f93\u8bbe\u5907\u3002\u601d\u79d1\u6b63\u5728\u66f4\u79ef\u6781\u5730\u8fdb\u5165\u9ad8\u541e\u5410\u4ee5\u592a\u7f51\u9886\u57df\uff0c\u4ee5\u62a2\u5360\u4e0d\u4f9d\u8d56 Nvidia \u7684 InfiniBand \u7684 AI \u96c6\u7fa4\u5efa\u8bbe\u4efd\u989d\uff1b\u82e5\u8be5\u8d8b\u52bf\u6301\u7eed\uff0c\u53ef\u80fd\u5bf9\u4e13\u6709\u4e92\u8fde\u4f53\u7cfb\u6784\u6210\u589e\u91cf\u538b\u529b\uff0c\u540c\u65f6\u6269\u5927\u4ee5\u592a\u7f51\u4e3b\u5bfc\u67b6\u6784\u7684\u53ef\u5bfb\u5740\u5e02\u573a\u3002<\/p>\n

\u88c1\u5458\u5bf9\u7ade\u4e89\u5bf9\u624b\u4e0e\u4f9b\u5e94\u5546\u7684\u4fe1\u53f7<\/h3>\n

\u88c1\u51cf 4,000 \u4eba\u5f15\u4eba\u6ce8\u610f\uff0c\u4f46\u771f\u6b63\u7684\u4fe1\u53f7\u662f\u601d\u79d1\u6253\u7b97\u5728\u54ea\u91cc\u91cd\u65b0\u62db\u8058\u3002\u9884\u8ba1\u4f1a\u5728\u7845\u7247\u8bbe\u8ba1\u3001\u5149\u5b66\u5de5\u7a0b\u3001\u4e0e AI \u76f8\u5173\u7684\u5b89\u5168\u4ee5\u53ca\u9762\u5411\u4e91\u89c4\u6a21\u5ba2\u6237\u7684\u5e02\u573a\u62d3\u5c55\u65b9\u9762\u65b0\u589e\u5c97\u4f4d\u3002\u8fd9\u4e00\u8f6c\u5411\u4f1a\u4f20\u5bfc\u81f3\u7ade\u4e89\u5bf9\u624b\u548c\u4f9b\u5e94\u5546\u3002Arista (ANET) \u4ecd\u662f\u4e91\u7f51\u7edc\u9886\u57df\u6700\u7eaf\u7cb9\u7684\u7ade\u4e89\u8005\uff0c\u968f\u7740\u8d85\u5927\u89c4\u6a21\u4e91\u5ba2\u6237\u5206\u6563\u4f9b\u5e94\u5546\uff0c\u5b83\u5e94\u5f53\u4e0e\u601d\u79d1\u4e00\u8d77\u770b\u5230\u6301\u7eed\u9700\u6c42\u3002Broadcom (AVGO) \u4e0e Marvell (MRVL) \u4f4d\u4e8e\u7845\u7247\u5806\u6808\u4e2d\uff0c\u5c06\u4ece\u52a0\u901f\u7684\u4ee5\u592a\u7f51\u90e8\u7f72\u4e2d\u53d7\u76ca\u3002\u5728\u5149\u6a21\u5757\u65b9\u9762\uff0c\u4e0e\u9ad8\u901f\u53ef\u63d2\u62d4\u6a21\u5757\u66f4\u7d27\u5bc6\u7684\u5bf9\u63a5\u53ef\u80fd\u4f1a\u63d0\u524d\u63a8\u52a8 800G \u4e0e 1.6T \u751f\u6001\u5708\u4e2d\u4f9b\u5e94\u5546\u7684\u8ba2\u5355\u3002\u5bf9 Nvidia (NVDA) \u6765\u8bf4\uff0c\u82e5\u4ee5\u592a\u7f51\u5728 AI \u7f51\u7edc\u4e2d\u5403\u4e0b\u66f4\u5927\u4efd\u989d\uff0c\u5219\u957f\u671f\u98ce\u9669\u4e3a\u589e\u91cf\u6027\u7684\uff0c\u4f46\u77ed\u671f\u9700\u6c42\u4ecd\u65e0\u7ea6\u675f\u3002\u66f4\u5e7f\u6cdb\u7684\u7ed3\u8bba\u662f\uff1a\u6ca1\u6709\u5149\u5b66\u6df1\u5ea6\u3001\u7f3a\u4e4f AI \u5b89\u5168\u90bb\u63a5\u80fd\u529b\u6216\u7f3a\u5c11\u4e91\u89c4\u6a21\u9500\u552e\u80fd\u529b\u7684\u65e2\u6709\u5382\u5546\uff0c\u5c06\u88ab\u8feb\u9762\u5bf9\u4e0e\u601d\u79d1\u76f8\u540c\u7684\u4e0d\u8212\u670d\u9009\u62e9\u2014\u2014\u628a\u4eba\u624d\u8f6c\u5411\u589e\u957f\u8d5b\u9053\uff0c\u5426\u5219\u5c06\u5931\u53bb\u76f8\u5173\u6027\u3002<\/p>\n

\u6307\u5f15\u3001\u5229\u6da6\u7387\u4e0e AI \u8d44\u672c\u652f\u51fa\u5468\u671f<\/h3>\n

\u601d\u79d1\u62ac\u9ad8\u4e86\u95e8\u69db\u3002\u516c\u53f8\u5c06\u7b2c\u56db\u8d22\u5b63\u6536\u5165\u6307\u5f15\u81f3 167 \u4ebf\u81f3 169 \u4ebf\u7f8e\u5143\uff0c\u800c\u5e02\u573a\u9884\u671f\u7ea6\u4e3a 158 \u4ebf\u7f8e\u5143\uff0c\u7ecf\u8c03\u6574\u6bcf\u80a1\u6536\u76ca\u6307\u5f15\u4e3a 1.16 \u81f3 1.18 \u7f8e\u5143\uff0c\u9ad8\u4e8e\u5e02\u573a\u7ea6 1.07 \u7f8e\u5143\u7684\u9884\u671f\u3002\u5168\u5e74\u6536\u5165\u4e0a\u8c03\u81f3 628 \u4ebf\u81f3 630 \u4ebf\u7f8e\u5143\uff0c\u8d85\u8fc7\u6b64\u524d\u9884\u671f\u4e0e\u5171\u8bc6\u3002\u8be5\u524d\u666f\u663e\u793a\u7ba1\u7406\u5c42\u5bf9\u66f4\u5feb\u5c06 AI \u8ba2\u5355\u8f6c\u6362\u4e3a\u53ef\u8bc6\u522b\u6536\u5165\u7684\u4fe1\u5fc3\u2014\u2014\u8fd9\u662f AI \u4f9b\u5e94\u94fe\u4e2d\u6295\u8d44\u8005\u8ba8\u8bba\u7684\u5173\u952e\u3002\u4e1a\u52a1\u7ec4\u5408\u5c06\u5f71\u54cd\u5229\u6da6\u7387\u3002\u5b64\u7acb\u770b\uff0c\u9ad8\u901f\u5149\u6a21\u5757\u4e0e\u4ea4\u6362\u786c\u4ef6\u7684\u6bdb\u5229\u7387\u4f4e\u4e8e\u8f6f\u4ef6\uff0c\u4f46\u591a\u5e74\u6765\u601d\u79d1\u4f9d\u8d56\u7ecf\u5e38\u6027\u8f6f\u4ef6\u3001\u8ba2\u9605\u4e0e\u5b89\u5168\u6765\u5728\u5468\u671f\u4e2d\u7a33\u5b9a\u6bdb\u5229\u7387\u3002\u5982\u679c\u4e0e AI \u76f8\u5173\u7684\u786c\u4ef6\u5feb\u901f\u653e\u91cf\uff0c\u89c2\u5bdf\u6df7\u5408\u5229\u6da6\u7387\u662f\u5426\u901a\u8fc7\u9644\u52a0\u9500\u552e\u6765\u7ef4\u6301\uff1a\u5b89\u5168\u5957\u4ef6\u3001\u53ef\u89c2\u6d4b\u6027\u4e0e\u8bb8\u53ef\u8bc1\u53e0\u52a0\u5728\u7269\u7406\u8bbe\u5907\u4e4b\u4e0a\u3002\u5982\u679c\u8f6c\u6362\u6ede\u540e\uff0c\u98ce\u9669\u5219\u662f\u8d85\u5927\u89c4\u6a21\u5ba2\u6237\u8fdb\u5165\u8d44\u672c\u652f\u51fa\u6d88\u5316\u9636\u6bb5\uff0c\u62c9\u957f\u73b0\u91d1\u8f6c\u5316\u5e76\u8feb\u4f7f\u4ef7\u683c\u8ba9\u6b65\u3002<\/p>\n

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