谢青称企业内部运行开放权重模型推动了网络安全和监控需求。
我们看到更多企业在内部运行开源、开放权重模型，这也带来了监控和管理这些AI模型的额外需求，从而推高企业网络安全需求。原文 (en)
we do see more enterprise running whether it's an open-source, open-weight model internally. And that also drive some additional demand for how to monitor and manage all this kind of AI model within the enterprise. So that's where there's more demand for enterprise network security.
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.
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.
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.
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
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.