10月14日盘中，英诺赛科（02577）股价大涨14.99%，引发市场关注。消息面上，公司今日宣布与人工智能芯片巨头英伟达（NVIDIA）达成战略合作，这一消息极大提振了投资者信心。
据公告显示，英诺赛科将与英伟达携手支持800 VDC电源架构，为新一代GPU路线图的扩展提供保障。英诺赛科将为800 VDC电源架构提供全GaN（氮化镓）电源解决方案，赋能新一代AI Factories。这一合作对于人工智能数据中心的发展具有重要意义，有望实现从千瓦级机架到兆瓦级机架的飞跃，开启更高效、更高性能、更可靠且更环保的人工智能加速计算新时代。
分析人士指出，此次合作彰显了英诺赛科在GaN技术和800 VDC电源架构方面的领先地位。作为业内唯一的全栈氮化镓供应商及领先的氮化镓IDM企业，英诺赛科有望从人工智能数据中心快速发展的浪潮中获益。这一战略合作不仅提升了公司的行业地位，也为未来业绩增长打开了想象空间，因此引发了投资者的热烈追捧。
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