消息面上,西门子宣布与英伟达及Fluence Energy达成合作,共同推出面向英伟达DSX Vera Rubin平台的新一代AI工厂参考设计方案,为超大规模数据中心及云服务运营商提供完整电力和控制系统架构。该方案基于可重复、可扩展的电气模块构建,支持从数十兆瓦到数百兆瓦的分阶段部署,Fluence的电池储能系统为电力受限环境下的AI工厂提供灵活性与韧性保障。此前该股已因前期股东抛压消化及订单翻倍增长从低点大幅反弹,AI数据中心合作进一步拓宽公司业务前景。
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