科帕特公司：AI业务持续增长，VMware 订单加速

市场资讯09-09

来源：Gangtise投研科帕特公司（CPRT.O）2024年第三季度业绩强劲，总收入131亿美元，同比增长47%。AI业务持续增长，VMware 订单加速，非AI半导体收入稳定。VMware 软件收入增长200%，主要受 VMware 业务模式转型推动。AI 网络收入同比增长 43%，受超大规模云客户对 AI 网络产品的强劲需求推动。非 AI 网络收入环比增长 17%，预计第四季度将持续增长。...

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