美股异动 | 携手思科扩展安全AI工厂超微电脑(SMCI.US)拉升涨超7%

智通财经08-25 22:03

智通财经APP获悉，周二，超微电脑(SMCI.US)开盘持续走高，截至发稿，股价上涨超7%。消息面上，思科宣布与超微电脑达成合作，为思科与英伟达共同打造的Secure AI Factory(安全AI工厂)方案加入高密度液冷、风冷及机架级计算系统。这意味着思科正进一步从传统网络设备向AI算力基础设施延伸，以满足持续高涨的AI部署需求。

根据计划，思科将把超微电脑的机架级、高密度GPU服务器纳入其AI基础设施产品组合，并与其网络、安全及可观测性产品打包为预验证系统销售，帮助客户更便捷地部署和管理大规模GPU集群，同时兼顾非AI工作负载。新方案将支持英伟达下一代平台，包括NVIDIA Vera Rubin NVL72和NVIDIA HGX Rubin NVL8，预计于2026年10月开始向客户供货。

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美股异动 | 携手思科扩展安全AI工厂 超微电脑(SMCI.US)拉升涨超7%

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美股异动 | 携手思科扩展安全AI工厂超微电脑(SMCI.US)拉升涨超7%