Chuck Robbins

Chuck Robbins认为，印度一边发展战略能力、一边与可信赖企业合作的做法，是实现技术主权的务实路径。

印度在发展战略能力的同时与值得信赖的企业合作，这一做法为实现技术主权提供了一条切实可行的路径。

原文 (en)

India’s approach of developing strategic capabilities while partnering with trusted companies offered a practical path towards technology sovereignty.

Robbins 称印度在制造、工程和芯片设计方面为思科带来强劲长期增长机会，思科正扩大印度制造，出口占比不断提高。

思科董事长兼 CEO Chuck Robbins 表示，印度在制造、工程和半导体设计领域为公司提供强劲的长期增长机会，并称思科正在扩大印度的制造业务，越来越多产出出口到全球市场。

原文 (en)

Cisco Chair and CEO Chuck Robbins said India offers strong long-term growth opportunities for the company in manufacturing, engineering and semiconductor design. He added that Cisco is expanding its manufacturing operations in India, with a growing share of its output being exported to global markets.

Robbins称印度是美国及全球企业非常可靠的合作伙伴，让思科放心在当地投资。

印度一直是众多美国公司，尤其是全球公司极为可靠的合作伙伴……这确实营造了一个让我们放心投资的环境，我认为这非常重要……

原文 (en)

India has been an incredible trusted partner for lots of American companies, in particular, and global companies...it really does create an environment where we are comfortable investing, and I think that is super important...

Robbins认为全球需要更多技术产能，没有国家能自建全部技术栈，因此欢迎印度这样的伙伴。

全球在这一领域也需要更多产能，因此世界会欢迎印度这样拥有产能的朋友。

原文 (en)

The world needs more capacity in this space too, so the world would welcome a friend like India who has that capacity,

Robbins表示，思科在印度最大的机会是扩大芯片设计团队，目前该团队规模远小于以色列和美国的团队。

我们看到的最大机会其实是在印度扩大我们的芯片设计团队。目前我们在以色列有相当多的资源，在美国也有不少，而在这里只有一个小团队，我们认为这里有很大的机会。

原文 (en)

The biggest opportunity we see is actually to expand our silicon design team here, so we currently have fair amount of resources in Israel, fair number in the United States, and we have a small group here that are part of that team, and we think there's a big opportunity.

Robbins称，除美国外，中东和印度是思科接下来的两大重点市场，增长机会最高。

美国是非常重要的市场，显然是我们目前最重要的市场。但在美国之外，中东和印度是我们重点关注的下两个大市场，我认为这些是增长机会最高的地方。

原文 (en)

The US is a very important market. Obviously, our most important market today. But outside the United States, the Middle East and India are the next two big areas for us we are focused on. I think those are the highest growth opportunities,

Robbins认为印度的促增长战略正在奏效，GDP增长即是证明。

印度有一项促增长战略，我认为这一战略正在奏效，从这里看到的GDP增长就能看出来。

原文 (en)

India has a pro-growth strategy, and added "I think it's working, given the GDP growth that we're seeing here."

Robbins 认为放慢 AI 发展的努力不会奏效，重点应放在让安全和防御措施同步甚至更快推进。

围绕是否应该放慢 AI 发展有一场争论。你不可能让它慢下来，我认为这不会发生。

原文 (en)

there is this whole debate about should we slow down AI or not. You are not going to slow it down. I mean, I just don't think that is going to happen

Robbins 支持对模型发布和护栏设立合理规则，但认为 AI 的负面影响与以往技术一样可以通过技术手段解决。

我们当然需要对模型如何发布、护栏设置有一套逻辑，我们应当了解发生了什么。但我们引入的每一项技术都有正反两面，你只需要解决负面问题。

原文 (en)

We certainly need to have logic around how models get released, logic around guardrails. We should know what's going on. But every technology we've ever introduced has had positives and negatives. I mean, you just have to solve for the negatives.

Robbins 指出 AI 模型暴露出客户在密码和补丁管理等基础网络卫生上的缺口，并强调应优先抓安全，因为攻击者不会遵守监管。

护栏当然要有，了解风险也绝对必要。但我认为我们只需专注于安全层面：有效的护栏和网络卫生。

原文 (en)

I think guardrails, sure...I think understanding the risks, absolutely. But I think we just have to focus on the security side of it. Focus on effective guardrails, focus on hygiene

Robbins 警告印度及任何国家都必须在监管与创新速度之间取得平衡，否则会落后。

你必须把这种平衡拿捏好，让监管不拖慢创新，因为一旦拖慢，你就会落后。

原文 (en)

I think you are going to have to make sure you get that balance just right, so that your regulation doesn't slow down the innovation. Because if it does, you fall behind.

Robbins 不认为 AI 会造成净就业冲击，并认为赢家是那些重新配置员工以提升产出、而非仅把 AI 当作降本工具的公司。

你可以用更少的人完成今天同样的工作，保持产出不变；也可以保留现有人员，将其调配到其他领域，利用 AI 在相同成本下从根本上提高产出，这对利润表更有利。

原文 (en)

You can either do the same amount of work you're doing today potentially with fewer people, and have the same output, or you can decide you're going to keep the number of people you have, redeploy them and move them into other spaces, and leverage AI effectively to fundamentally increase your output at the same cost, which is better for your P&L.