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Saudi Arabia Taps AMD, Cisco For Cloud Project: Report
Benzinga· 2025-06-11 21:29
Advanced Micro Devices, Inc. AMD and Cisco Systems, Inc. CSCO shares are higher in Wednesday's extended trading session after The Information reported the companies will invest in a Saudi AI-related cloud project. Last month, Cisco and AMD announced they will be joining HUMAIN's alliance to build Saudi Arabia's future AI infrastructure.Read Next: Nvidia’s Jensen Huang Sparks Quantum Stock Frenzy"The Gulf region’s AI revolution is truly impressive, and Cisco is proud to play a key role in ensuring it is impl ...
用集群计算帮助国产芯片破局,任正非再度强调AI重要性
Xuan Gu Bao· 2025-06-10 23:30
Group 1 - Ren Zhengfei stated that China has opportunities in mid-to-low-end chips, with numerous domestic chip companies making efforts [1] - The transition to large model era is driving the demand for enhanced interconnectivity between computing cards, leading to an upward trend in domestic computing power construction [1] - Dell'Oro Group predicts that by 2025, the adoption rate of 800G switch ports is expected to exceed 400G data center switch ports, accounting for over 25% of data center switch ports [1] Group 2 - The global sales volume of CPO switches is projected to grow from 50,000 ports in 2023 to 4.5 million ports by 2027 [2] - OCS all-optical network switches are expected to address bandwidth latency and dynamic topology issues in large cluster training across cabinets and regions [2] Group 3 - Leading companies in the switch sector include Ruijie Networks and Fenghuo Communication [3] - Key players in the copper cable market are Huafeng Technology and Wolong Nuclear Materials [3] - Notable companies in the optical module sector include Zhongji Xuchuang, Xinyi Sheng, and Tianfu Communication [3]
赛道Hyper | 锐捷网络携手AMD想干嘛?
Hua Er Jie Jian Wen· 2025-06-07 09:31
Core Insights - The partnership between Ruijie Networks and AMD aims to address the increasing global demand for computing power and the acceleration of digital transformation in China [1][8] - The collaboration focuses on a dual-driven model of "computing architecture innovation and scenario innovation" to provide efficient solutions for key areas such as intelligent computing centers and cloud desktops [1][5] Group 1: Market Context - According to a report by IDC and Inspur, China's intelligent computing power is expected to reach 1037.3 EFLOPS by 2025, representing a 43% year-on-year growth, with an even higher growth rate of 74.1% anticipated for 2024 [1] - The increasing demand for computing power is driven by applications in generative AI and autonomous driving, making the integration of network infrastructure and computing capabilities a core issue for industrial intelligence [1] Group 2: Technical Collaboration - The fourth-generation AMD EPYC processors utilize a 5nm process with up to 96 cores and support for PCIe 5.0 and CXL 1.1 memory expansion, achieving a 2.7 times improvement in energy efficiency compared to previous generations [2] - The collaboration includes the development of a dual-A cloud desktop solution that reduces total cost of ownership (TCO) by 30% and an AI training cluster based on a Rack Scale architecture that supports 64 interconnected GPUs [5] Group 3: Product Features - Ruijie Networks has introduced intelligent gateways in the data center network field, integrating AMD processors to achieve deep collaboration between computing and networking [4] - The RG-CS7010 cloud server, equipped with dual EPYC processors, supports 128 physical cores and has improved virtualization performance by 200% compared to previous models, making it suitable for high-frequency interaction scenarios in education and healthcare [4] Group 4: Strategic Goals - The partnership aims to build a self-controlled computing ecosystem, leveraging Ruijie Networks' self-developed Rack Scale architecture compatible with domestic GPUs to create a differentiated competitive edge in AI training clusters [6] - The collaboration aligns with national strategies such as "East Data West Computing" and aims to meet the goal of achieving a Power Usage Effectiveness (PUE) of less than 1.25 for new data centers by 2025 [7] Group 5: Future Outlook - The companies plan to launch the next generation of EPYC processors based on the sixth-generation Zen6 architecture and Ruijie's next-generation intelligent switches by 2025, which will enhance computing density and network bandwidth [7] - This partnership represents a significant shift in industry logic, aiming to overcome traditional IT architecture performance bottlenecks through deep collaboration between computing and networking [7][8]
Lantronix to Showcase AI-Driven LM4 Out-of-Band Management Console Servers at Cisco Live San Diego
Globenewswire· 2025-05-29 11:00
Core Viewpoint - Lantronix is showcasing its innovative LM4 AI-driven Out-of-Band Management (OOBM) platform at Cisco Live, emphasizing its capabilities in enhancing network security, reliability, and automation [1][5]. Company Overview - Lantronix Inc. is a global leader in compute and connectivity IoT solutions, targeting high-growth markets such as Smart Cities, Enterprise, and Transportation [12]. - The company offers a comprehensive portfolio of out-of-band management console servers aimed at minimizing unscheduled network downtime [2]. Product Features - The LM4 is the first console server specifically designed for Intermediate Distribution Frames (IDFs) and compact environments, suitable for sectors like healthcare, finance, and telecommunications [3]. - The LM4 provides advanced automation, compliance, and cybersecurity features, leveraging technology validated in military and financial networks [3]. - It supports up to four ports of serial console connections and up to 48 virtual ports, making it versatile for various deployment scenarios [7]. Market Insights - The global market for serial console servers is nearly $400 million, with significant growth expected in AI data centers and GPU-as-a-Service deployments [4]. - Dell'Oro Group forecasts that data center capital expenditures will exceed $1 trillion by 2029, indicating a robust growth trajectory for related technologies [4]. Event Participation - At Cisco Live, Lantronix will conduct live demonstrations and daily giveaways of the LM4 platform, highlighting its commitment to empowering customers through data-driven decision-making [1][5]. - A speaking session titled "OOB Everywhere! How Advanced Console Servers Enhance Network Automation, Cybersecurity & Resilience" will be led by Eric Weiss, Product Line Director, on June 10, 2025 [9]. Software and Management - The LM4 operates on LMOS software, which enables continuous monitoring and automated issue resolution, enhancing the management of network infrastructure [8]. - The LM-Series, including the LM4, is centrally managed by the Lantronix Control Center, allowing for standardized out-of-band management across various devices [10].
QCOM Advances Digital Transformation Initiative in UAE: Stock to Gain?
ZACKS· 2025-05-19 16:10
Group 1: Strategic Collaboration - Qualcomm Technologies, Inc. has partnered with e& to enhance digital infrastructure in the UAE, focusing on industrial and enterprise 5G edge AI gateways [1] - The collaboration aims to develop advanced edge AI devices and support generative AI capabilities by integrating large language models [1] - Qualcomm will also work on smart mobility and safety solutions to improve the UAE's transportation infrastructure and support industrial IoT solution development across various sectors [1] Group 2: Engineering Center and Innovation - A global Engineering Center will be established in Abu Dhabi, collaborating with local and international companies to support regional strategic initiatives [2] - The center will align with national priorities and development goals, facilitating transformative technologies in critical sectors such as energy, manufacturing, logistics, retail, and smart mobility [2] Group 3: Market Position and Stock Performance - Qualcomm's establishment of the engineering center positions the company at the center of a region becoming a global hub for future-defining industries, enhancing its R&D capacity and market position [3] - Shares of Qualcomm have decreased by 22.9% over the past year, contrasting with the industry's growth of 18.1% [6] - Qualcomm currently holds a Zacks Rank of 3 (Hold), while other companies in the industry, such as Juniper Networks and InterDigital, have higher rankings [7][9]
华为路由X1升级至Wi-Fi 7+技术,显著提升”穿墙“能力
Huan Qiu Wang· 2025-05-19 09:13
【环球网科技报道 记者 张阳】5月19日,华为nova 14系列及鸿蒙电脑新品发布会上,华为不仅带来了备受瞩目的手机与鸿蒙电脑新品,华为路由 X1系列同 样成为焦点——全新升级至Wi-Fi 7+技术,为家庭网络体验带来质的飞跃。与此同时,华为路由 X1系列凭借其全新外观设计,一举斩获"德国 iF设计 奖"和"红点设计奖"双料大奖,以实力与颜值并存之姿,向传统路由器设计发起挑战,重塑了家用路由器的行业格局。 科技美学外观设计:从 " 藏起来 " 到 " 摆出来 " 近年来,随着智能家居设备的不断普及,家庭网络环境日益复杂,对路由器的性能和稳定性提出了更高要求。相关市场调研数据显示,目前消费者在选择路 由器时,除了关注基本的网络速度和信号覆盖范围外,对于设备的外观设计、智能化功能以及与智能家居设备的兼容性等方面的需求也在不断攀升。然而, 传统路由器在外观方面大多采用"方盒子+天线"的陈旧造型,不仅外观千篇一律,外置天线也极为突兀,与现代家居的美观性和整体性严重不符,难以融入 多样化的家装风格。 在性能方面,华为路由 X1系列搭载了灵犀天线技术,这是其核心竞争力之一。该系列内置11根天线,包括5根全向高增益天线、5 ...
Cisco Q3 2025: The Market Still Doesn't Get It
Seeking Alpha· 2025-05-15 17:26
Core Insights - Cisco Systems, Inc. is experiencing positive recognition for its sustained efforts in product innovation, strategic partnerships, and financial discipline, as evidenced by strong fiscal Q3 results [1] Financial Performance - The company reported robust revenue and earnings growth across all metrics in fiscal Q3 [1]
Cisco: Low Growth Despite AI Infrastructure Opportunities
Seeking Alpha· 2025-05-15 16:11
If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Cisco Systems, Inc. (NASDAQ: CSCO ) reported Q3 2025 earnings that beat Wall Street estimates on revenues and earnings per share. I used to own a small number of shares in Cisco, and the stock had done wellDhierin runs the investing group The Aeros ...
锐捷网络(301165) - 2025年5月14日投资者关系活动记录表
2025-05-15 03:46
证券代码: 301165 证券简称:锐捷网络 锐捷网络股份有限公司 投资者关系活动记录表 编号:2025-02 答:尊敬的投资者您好,公司严格按照《劳动法》《劳动合 同法》等法律法规的要求,规范劳动用工管理。公司的员工数量 变动受到公司整体业务规划的资源配置以及劳动者的自主选择 等多重影响。2025 年度人工费用相关数据将在后续定期报告中 予以披露。感谢您的关注。 2 | 4、请问公司二季度订单和生产任务是否饱和,全年增长是 | | --- | | 否同比去年好,今年有没资本方面的打算,同时建议 11 月份解 | | 禁的大股东,延长时间解禁,给予投资者信心。 | | 答:尊敬的投资者您好,关于经营业绩相关指标,请您关注 | | 公司后续披露的定期报告相关数据。后续如有资本方面计划,公 | | 司将按照法定要求履行信息披露义务。感谢您的关注和建议。 | | 5、董事长您好!请问公司是否有涉及军工方面的网络安全? | | 答:尊敬的投资者您好,公司是 ICT 基础设施及行业解决方 | | 案提供商,网络安全产品也是公司主营业务之一。目前,公司的 | | 产品与解决方案已广泛应用于政府、运营商、金融、教育、医疗、 ...
思科第三财季营收141.5亿美元 高于市场预期
news flash· 2025-05-14 20:09
智通财经5月15日电,思科第三财季营收141.5亿美元,分析师预期140.5亿美元。 预计全年营收565 亿-567亿美元,公司原本预计560亿-565亿美元。 思科第三财季营收141.5亿美元 高于市场预期 ...