思科(CSCO.US)自研芯片平台获供应链优势获小摩等多家华尔街机构上调目标价

智通财经05-14

智通财经APP获悉，在人工智能基础设施需求持续爆发背景下，思科(CSCO.US)凭借自研芯片平台Silicon One获得供应链优势，多家华尔街机构在公司公布最新财报后纷纷上调目标价。思科首席执行官Charles Robbins在第三财季业绩电话会上表示，公司来自超大规模云服务商的AI基础设施订单规模达到19亿美元，而去年同期仅为6亿美元。订单增长主要受Silicon One系统以及Acacia...

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思科(CSCO.US)自研芯片平台获供应链优势 获小摩等多家华尔街机构上调目标价

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思科(CSCO.US)自研芯片平台获供应链优势获小摩等多家华尔街机构上调目标价