\u601d\u79d1\u5c07\u88c1\u6e1b\u7d04 4,000 \u540d\u54e1\u5de5\uff0c\u7d04\u4f54\u54e1\u5de5\u7e3d\u6578\u7684 5%\uff0c\u4ee5\u91cd\u65b0\u805a\u7126\u65bc\u4eba\u5de5\u667a\u6167\u3001\u8cc7\u5b89\u3001\u77fd\u6676\u7247\u8207\u5149\u5b78\u9818\u57df\u2014\u2014\u800c\u83ef\u723e\u8857\u6b63\u5728\u734e\u52f5\u9019\u9805\u62bc\u6ce8\u3002CFO Mark Patterson \u5c07\u8a72\u91cd\u7d44\u63cf\u8ff0\u70ba\u52a0\u901f\u800c\u975e\u7dca\u7e2e\uff1a\u300c\u9019\u4e0d\u662f\u4ee5\u7bc0\u7701\u70ba\u5c0e\u5411\u7684\u91cd\u7d44\u300d\uff0c\u800c\u662f\u5411\u9700\u6c42\u8907\u5408\u6210\u9577\u6700\u5feb\u7684\u9818\u57df\u8f49\u79fb\u3002CEO Chuck Robbins \u88dc\u5145\uff0c\u516c\u53f8\u6703\u300c\u6301\u7e8c\u8f49\u79fb\u6295\u8cc7\u300d\uff0c\u4ee5\u8ffd\u6c42\u8207 AI \u57fa\u790e\u8a2d\u65bd\u76f8\u95dc\u7684\u9577\u671f\u50f9\u503c\u3002\u516c\u53f8\u4ee5\u6578\u5b57\u652f\u6490\u9019\u756a\u8a00\u8ad6\uff1a\u8ca1\u5831\u8d85\u9810\u671f\u4e26\u4e0a\u8abf\u6307\u5f15\uff0c\u96a8\u8457\u8d85\u5927\u96f2\u7aef\u696d\u8005\u7684 AI \u8a02\u55ae\u6e67\u5165\u3002<\/p>\n
\u5e02\u5834\u63a5\u53d7\u4e86\u9019\u6b21\u8f49\u5411\u3002\u601d\u79d1\u80a1\u50f9\u5728\u8fd1 15 \u5e74\u4f86\u8868\u73fe\u6700\u4f73\u7684\u4e00\u500b\u4ea4\u6613\u65e5\u4e0a\u6f32 13.4%\uff0c\u5275\u4e0b\u903e 119 \u7f8e\u5143\u7684\u65b0\u9ad8\uff0c\u5e02\u503c\u7a81\u7834 4,600 \u5104\u7f8e\u5143\u3002\u6b64\u8d70\u52e2\u5e36\u52d5\u4e3b\u8981\u6307\u6578\u4e0a\u63da\uff0c\u9053\u74ca\u3001S&P 500 \u8207 Nasdaq \u5747\u6536\u6f32\u7d04 0.8% \u81f3 0.9%\uff0c\u6295\u8cc7\u8005\u8cc7\u91d1\u8f49\u5411\u53d7\u60e0\u65bc AI \u57fa\u790e\u8a2d\u65bd\u652f\u51fa\u7684\u5de8\u578b\u80a1\u3002AI \u76f8\u95dc\u786c\u9ad4\u8207\u7db2\u8def\u8a2d\u5099\u80a1\u96a8\u4e4b\u53cd\u5f48\uff0c\u5f37\u5316\u4e86 2026 \u5e74\u7684\u6295\u8cc7\u5287\u672c\uff1a\u4efb\u4f55\u8207\u8cc7\u6599\u4e2d\u5fc3\u64f4\u5efa\u76f8\u95dc\u7684\u6a19\u7684\u90fd\u6301\u7e8c\u7372\u5229\u3002\u5176\u610f\u7fa9\u91cd\u5927\uff1a\u601d\u79d1\u7684\u55ae\u65e5\u91cd\u4f30\u7a0b\u5ea6\uff0c\u5c6c\u65bc\u6295\u8cc7\u4eba\u9858\u610f\u7d66\u4e88\u90a3\u7a2e\u5f9e\u50b3\u7d71\u4ea4\u63db\u5668\u8f49\u578b\u70ba AI \u5fc5\u5099\u57fa\u790e\u8a2d\u65bd\uff08\u5982\u5149\u5b78\u3001\u8d85\u9ad8\u901f\u4e59\u592a\u7db2\u3001\u77fd\u6676\u7247\u8207\u8cc7\u5b89\u7aef\u9ede\uff09\u7684\u516c\u53f8\uff0c\u4e26\u5728\u6b64\u671f\u9593\u6307\u5f15\u9ad8\u65bc\u5171\u8b58\u7684\u6210\u9577\u3002<\/p>\n
\u88c1\u54e1\u80cc\u5f8c\u662f\u8a02\u55ae\u6545\u4e8b\u3002\u601d\u79d1\u516c\u5e03\u71df\u6536 158.4 \u5104\u7f8e\u5143\uff0c\u8d85\u8d8a\u9810\u671f\uff0c\u7db2\u8def\u8a2d\u5099\u8a02\u55ae\u5e74\u589e\u903e 50%\uff0c\u8cc7\u6599\u4e2d\u5fc3\u4ea4\u63db\u6a5f\u8a02\u55ae\u5e74\u589e\u903e 40%\u3002\u95dc\u9375\u5728\u65bc\uff0c\u7ba1\u7406\u5c64\u6307\u51fa\u672c\u6703\u8a08\u5e74\u5ea6\u4f86\u81ea\u8d85\u5927\u96f2\u7aef\u696d\u8005\u7684 AI \u57fa\u790e\u8a2d\u65bd\u8a02\u55ae\u9054 53 \u5104\u7f8e\u5143\uff0c\u9019\u6578\u5b57\u70ba\u6295\u8cc7\u8f49\u5411\u63d0\u4f9b\u652f\u6490\uff0c\u4e5f\u652f\u6301 Patterson \u6240\u8a00\u2014\u2014\u6b64\u8209\u95dc\u4e4e\u57f7\u884c\u901f\u5ea6\uff0c\u800c\u975e\u52d2\u7dca\u8932\u5e36\u3002\u8cc7\u672c\u6d41\u5411\u7684\u65b9\u5411\u662f\u95dc\u9375\uff1a\u53ef\u63d2\u62d4\u5149\u6a21\u7d44\uff08pluggable optics\uff09\u3001\u5148\u9032\u4ea4\u63db\u7528\u77fd\u6676\u7247\u3001\u4fdd\u8b77\u5feb\u901f\u6210\u9577\u6771\u897f\u5411\u6d41\u91cf\u7684\u8cc7\u5b89\u8edf\u9ad4\uff0c\u4ee5\u53ca\u6709\u6548\u79fb\u52d5 AI \u8a13\u7df4\u8cc7\u6599\u7684\u5149\u50b3\u8f38\u3002\u601d\u79d1\u6b63\u66f4\u7a4d\u6975\u63a8\u9032\u9ad8\u541e\u5410\u91cf\u4e59\u592a\u7db2\uff0c\u4ee5\u6436\u98df\u4e0d\u4f9d\u8cf4 Nvidia \u7684 InfiniBand \u7684 AI \u53e2\u96c6\u5efa\u7f6e\u5e02\u5834\uff1b\u82e5\u6b64\u8da8\u52e2\u6301\u7e8c\uff0c\u5c07\u5c0d\u5c08\u6709\u7db2\u8def\u7d50\u69cb\u5f62\u6210\u6f38\u9032\u6027\u58d3\u529b\uff0c\u540c\u6642\u64f4\u5927\u4ee5\u4e59\u592a\u7db2\u70ba\u4e3b\u5c0e\u7684\u7e3d\u53ef\u670d\u52d9\u5e02\u5834\u3002<\/p>\n
\u88c1\u6e1b 4,000 \u540d\u54e1\u5de5\u5f15\u4eba\u6ce8\u76ee\uff0c\u4f46\u771f\u6b63\u7684\u8a0a\u865f\u5728\u65bc\u601d\u79d1\u6253\u7b97\u5728\u54ea\u88e1\u91cd\u65b0\u8058\u7528\u3002\u53ef\u671b\u51fa\u73fe\u6de8\u65b0\u589e\u8077\u7f3a\u65bc\u77fd\u6676\u7247\u8a2d\u8a08\u3001\u5149\u5b78\u5de5\u7a0b\u3001\u8207 AI \u9023\u52d5\u7684\u8cc7\u5b89\uff0c\u4ee5\u53ca\u9762\u5411\u96f2\u7aef\u898f\u6a21\u5ba2\u6236\u7684\u92b7\u552e\u3002\u9019\u9805\u8f49\u5411\u4e5f\u6703\u50b3\u5c0e\u5230\u7af6\u722d\u8005\u8207\u4f9b\u61c9\u5546\u3002Arista (ANET) \u4ecd\u662f\u96f2\u7aef\u7db2\u8def\u6700\u7d14\u7cb9\u7684\u7af6\u722d\u8005\uff0c\u96a8\u8457\u8d85\u5927\u96f2\u7aef\u696d\u8005\u5206\u6563\u4f9b\u61c9\u5546\uff0cArista \u61c9\u6703\u8207\u601d\u79d1\u4e00\u540c\u4eab\u6709\u7a69\u5065\u9700\u6c42\u3002Broadcom (AVGO) \u8207 Marvell (MRVL) \u4f4d\u5c45\u53d7\u76ca\u65bc\u52a0\u901f\u4e59\u592a\u7db2\u90e8\u7f72\u7684\u77fd\u6676\u7247\u5806\u758a\u4e2d\u3002\u5728\u5149\u5b78\u9818\u57df\uff0c\u8207\u9ad8\u901f\u53ef\u63d2\u62d4\u6a21\u7d44\u66f4\u7dca\u5bc6\u7684\u5c0d\u9f4a\uff0c\u53ef\u80fd\u63d0\u524d\u5e36\u52d5 800G \u8207 1.6T \u751f\u614b\u7cfb\u4f9b\u61c9\u5546\u7684\u8a02\u55ae\u3002\u5c0d Nvidia (NVDA) \u800c\u8a00\uff0c\u82e5\u4e59\u592a\u7db2\u5728 AI \u7db2\u8def\u4e2d\u53d6\u5f97\u66f4\u5927\u6bd4\u91cd\uff0c\u9577\u671f\u98a8\u96aa\u662f\u6f38\u9032\u6027\u7684\uff0c\u4f46\u77ed\u671f\u9700\u6c42\u4ecd\u672a\u898b\u53d7\u9650\u3002\u66f4\u5ee3\u6cdb\u7684\u7d50\u8ad6\u662f\uff1a\u7f3a\u4e4f\u5149\u5b78\u6df1\u5ea6\u3001AI \u8cc7\u5b89\u76f8\u95dc\u6027\u6216\u96f2\u7aef\u898f\u6a21\u92b7\u552e\u5be6\u529b\u7684\u65e2\u6709\u5ee0\u5546\uff0c\u5c07\u88ab\u8feb\u9762\u81e8\u601d\u79d1\u525b\u505a\u51fa\u7684\u540c\u4e00\u9805\u4e0d\u8212\u670d\u6289\u64c7\u2014\u2014\u628a\u4eba\u624d\u79fb\u5230\u6210\u9577\u8dd1\u9053\uff0c\u5426\u5247\u5931\u53bb\u76f8\u95dc\u6027\u3002<\/p>\n
\u601d\u79d1\u63d0\u9ad8\u4e86\u9580\u6abb\u3002\u7b2c\u56db\u5b63\u71df\u6536\u6307\u5f15\u70ba 167 \u5104\u81f3 169 \u5104\u7f8e\u5143\uff0c\u800c\u5e02\u5834\u9810\u4f30\u7d04\u70ba 158 \u5104\u7f8e\u5143\uff1b\u8abf\u6574\u5f8c\u6bcf\u80a1\u7372\u5229\u70ba 1.16 \u81f3 1.18 \u7f8e\u5143\uff0c\u9ad8\u65bc\u7d04 1.07 \u7f8e\u5143\u7684\u9810\u671f\u3002\u5168\u5e74\u71df\u6536\u4e0a\u4fee\u81f3 628 \u5104\u81f3 630 \u5104\u7f8e\u5143\uff0c\u9ad8\u65bc\u5148\u524d\u5c55\u671b\u8207\u5171\u8b58\u3002\u8a72\u5c55\u671b\u610f\u5473\u8457\u7ba1\u7406\u5c64\u6709\u4fe1\u5fc3\u80fd\u4ee5\u66f4\u5feb\u7bc0\u594f\u628a AI \u8a02\u55ae\u8f49\u5316\u70ba\u53ef\u8a8d\u5217\u71df\u6536\u2014\u2014\u9019\u662f AI \u4f9b\u61c9\u93c8\u4e0a\u6295\u8cc7\u4eba\u8a0e\u8ad6\u7684\u95dc\u9375\u3002\u7522\u54c1\u7d44\u5408\u5c07\u5f71\u97ff\u6bdb\u5229\u7387\u3002\u5c31\u500b\u5225\u9805\u76ee\u800c\u8a00\uff0c\u9ad8\u901f\u5149\u5b78\u8207\u4ea4\u63db\u6a5f\u7684\u6bdb\u5229\u901a\u5e38\u4f4e\u65bc\u8edf\u9ad4\uff0c\u4f46\u591a\u5e74\u4f86\u601d\u79d1\u4ef0\u8cf4\u7d93\u5e38\u6027\u8edf\u9ad4\u3001\u8a02\u95b1\u8207\u8cc7\u5b89\u670d\u52d9\u5728\u666f\u6c23\u5faa\u74b0\u4e2d\u7a69\u5b9a\u6bdb\u5229\u3002\u5982\u679c\u8207 AI \u76f8\u95dc\u7684\u786c\u9ad4\u653e\u91cf\uff0c\u89c0\u5bdf\u6574\u9ad4\u6bdb\u5229\u80fd\u5426\u900f\u904e\u9644\u52a0\u92b7\u552e\u7dad\u6301\uff1a\u8cc7\u5b89\u5957\u4ef6\u3001\u53ef\u89c0\u6e2c\u6027\u5de5\u5177\u8207\u6388\u6b0a\uff0c\u758a\u52a0\u5728\u5be6\u9ad4\u8a2d\u5099\u4e4b\u4e0a\u3002\u82e5\u8f49\u5316\u843d\u5f8c\uff0c\u98a8\u96aa\u5728\u65bc\u8d85\u5927\u96f2\u7aef\u696d\u8005\u7684\u8cc7\u672c\u652f\u51fa\u6d88\u5316\u671f\u5ef6\u9577\uff0c\u62c9\u9577\u73fe\u91d1\u8f49\u63db\u4e26\u8feb\u4f7f\u50f9\u683c\u8b93\u6b65\u3002<\/p>\n
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