言论追踪
谢青 Fortinet · CEO
出处 ↗

谢青预计主权加云的混合AI将是长期最佳方案,对Fortinet有利。

我们相信长期来看,主权与云结合的混合AI将是客户的最佳方案,我们在这方面有巨大优势。
原文 (en) we do believe long term, the hybrid AI, both sovereign and also cloud combination will be the best solution for customers, which we feel we have a huge advantage.

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谢青 近期的其他言论

出处 ↗

谢青认为网络安全是AI安全的关键基础,防火墙是集中式在线执行点。

我们认为网络安全是AI安全最关键的基础,防火墙是企业、运营技术和混合云环境中集中的在线执行点。
原文 (en) We believe that network security is the most critical foundation of AI security with the firewall serving as a centralized point of in-line enforcement across enterprise, operation technology and hybrid cloud environment.
出处 ↗

谢青称Fortinet的FortiOS统一架构是独特竞争优势,使其成为增长最快的SASE防火墙厂商。

我们是业内唯一将所有关键SASE防火墙和AI安全组件构建到单一统一操作系统FortiOS中的厂商。
原文 (en) we are the only vendor in the industry to build all the key SASE Firewall and AI Security components into a single and unified operation system, FortiOS.
出处 ↗

谢青称本地主权SASE使Fortinet的可触达市场比纯云对手大2到3倍。

我们也是唯一同时提供易部署的本地主权SASE方案和云SASE的厂商,我们相信这使我们的可触达市场比纯云竞争对手大2到3倍。
原文 (en) We are also the only vendor offering an easily deployable on-premise sovereign SASE solution alongside cloud SASE, which we believe give us an addressable market 2 to 3x larger than the cloud-only competitors.
出处 ↗

谢青认为当前AI驱动的安全支出周期比疫情后更大,且未见需求放缓。

我个人认同这一轮周期比五六年前更大。当时是远程办公驱动,现在是AI建设大量基础设施,同时AI安全成为更大的关切,也推高了需求。
原文 (en) I do feel these times are bigger than like 5, 6 years ago. And also now times more kind of work from -- remotely from home drive to some kind of supply chain, but now it's kind of AI built a lot of infrastructure kind of things there. But it's -- on the other side, AI also drive up the demand because now most recently, the AI security become a bigger concern
出处 ↗

谢青表示受元器件成本推动的涨价已趋稳,但前景难以预测,交付周期变长。

我认为价格大概已经稳定,但还没有改善。与第一、二季度相比涨价放缓,第三季度趋于稳定,仍在缓慢上涨,但很难预测未来。
原文 (en) I'd say the price probably stabilized, but not improved yet. I think the price increase kind of slowed down compared to the first -- Q1, Q2, Q3 kind of stabilized, but kind of not improving yet, still kind of slowly increase, but it's difficult to forecast going forward.