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。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.