$JNPR

JNPR具备领先的AI叙事,以及来自办公/分支机构现代化的强劲增长潜力;长期战略收益尚不确定。

《How HPE's Juniper Acquisition Strengthens AMD Partnership, AI's Networking Reach》
Schwab Network发布 2026-10-06 · 5 段内容
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5 段内容

是的,现在其中大部分是 Juniper 的技术。

Yes, most of that is Juniper technology now.

我认为 Juniper 真正有意思的一点是,他们使用定制硅和商用硅的组合,也就是现成的硅。所以,我认为他们确实能在数据中心提供定制化解决方案,但更重要的是,他们可以着眼于边缘的未来,而这正是与 AMD 合作的重要性所在。

I think one of the really interesting things about Juniper is their use of a combination of custom silicone and commercial silicone, which is off-the-shelf silicone. So, I think they can really deliver a customized solution in the data center, but more importantly, they can look to the future at the edge, and that's where the importance of the AMD partnership lies.

Rami Rahim,Juniper 的前首席执行官,现在负责 HPE 的网络业务,他开玩笑说,其中很多东西应该放进博物馆。

Rami Rahim, the former CEO of Juniper who now runs the networking group at HPE, jokingly remarked that many of those things should be put in museums.

我认为 Juniper 的人工智能故事已经足够先进。他们是第一个真正拥抱这一点的供应商,随着各公司开始对其办公室和分支机构进行现代化改造,他们可以看到非常好的增长。

I think Juniper's artificial intelligence story is advanced enough. They were the first vendor to really embrace that, and they can see very good growth as companies begin to modernize their offices and branches.

然而,Juniper 把两者结合了起来。我们将会看到这在未来是否符合他们的最佳利益。

Juniper, however, combined the two. We will see if that will be in their best interest in the future.

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2026-10-06本条
是的,现在其中大部分是 Juniper 的技术。
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