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思科系统(CSCO)股票:Splunk深化与英伟达和AWS的合作,推动企业AI工具发展

2026-09-16 04:18:15
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TLDR

Splunk 借助 NVIDIA 扩展本地 AI 能力

Cisco 新增代币经济学与可观测性工具

Splunk 与 AWS 深化安全开发合作

免费领取 3 本股票电子书

目录

Cisco 系统(CSCO)股价报收于 110.21 美元,上涨 0.13%,此前该股曾盘中触及约 111.60 美元的峰值后回落。与此同时,Cisco 通过与 NVIDIA 和 AWS 的更广泛合作伙伴关系,进一步扩展了 Splunk 的企业级 AI 战略。该公司新增了用于安全部署、成本监控、可观测性以及加速安全运营的工具。

Splunk 借助 NVIDIA 扩展本地 AI 能力

Cisco 扩大了与 NVIDIA 的合作伙伴关系,将自管理的 Splunk AI 引入本地部署和空气隔离环境。这一举措旨在满足那些需要更强数据控制权和主权保护的组织的需求,同时确保敏感信息保留在企业客户已管理的基础设施内部。

“Cisco AI POD for Splunk”结合了 Cisco 系统、NVIDIA 计算能力、AI 软件以及 Kubernetes 架构。该预验证系统现已可供寻求在本地部署 Splunk 工作负载的客户使用。Wipro、bitsIO 和 World Wide Technology 也能支持在现有基础设施上进行部署。

Splunk AI Assistant 已在平台上运行,而 Agent Launchpad 预计将在今年晚些时候推出。客户还可以在自己的环境中托管适用于 Splunk Enterprise 的选定开源和专有模型。Cisco 计划增加 NVIDIA Nemotron 模型,为组织提供更多本地 AI 使用的选择。

Cisco 新增代币经济学与可观测性工具

Cisco 还在 Splunk Observability Cloud 和 Cisco Cloud Control 范围内扩展了 Splunk Agent Observability 功能。该服务跟踪 AI 堆栈中代理的行为、模型性能和运行时活动。Cisco 增加了护栏设计,旨在阻止不准确的操作并降低涉及敏感数据的风险。

新的 Tokenomics(代币经济学)工具将监控范围扩展到 AI 代理和员工编码工具上的令牌消耗。该系统跟踪使用情况,分配成本,并在计费周期结束前预测消费量。Cisco 设计此功能旨在将 AI 支出与预算及可衡量的业务成果联系起来。

Observability Studio 帮助团队构建从一开始就具备监控功能的应用程序。与此同时,Network Intelligence App 将 Cisco 网络拓扑、设备健康状况和事件直接整合到 Splunk 中。Cisco 还推出了 Essentials 和 Premier 版本,以简化可观测性的购买流程并扩展日志分析功能。

Splunk 与 AWS 深化安全开发合作

Cisco 还通过一项多年期产品开发协议,借助 AWS 扩展 Splunk 的安全战略。两家公司计划将 Splunk 的安全平台与 AWS 的云规模相结合,以实现更快的威胁响应。随着自动化攻击速度加快,他们的工作将支持检测、调查和响应环节。

Splunk 正在扩展其 Agentic SOC workforce(智能安全运营中心劳动力),涵盖检测、威胁狩猎、调查、响应和政策任务等领域。这些工具利用跨网络、云、应用程序和身份系统的企业遥测数据,以支持更快的决策。Cisco 还扩展了 Exposure Analytics(暴露分析)功能,提供了更广泛的资产覆盖范围、历史追踪以及特定于业务的风险上下文。

这一战略建立在 Cisco 2024 年收购 Splunk 的基础上,此举加强了其安全和可观测性业务。目前,Cisco 将 Splunk 作为 AI 运营、基础设施可见性和安全自动化的核心平台。更广泛的战略将本地部署、成本控制和安全自动化贯穿于 Cisco 的企业软件组合之中。

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