异动解读 | 纳微半导体宣布与英伟达合作,股价盘中暴涨117%

异动解读
22 May

纳微半导体(NVTS)今日股价表现异常强劲,盘中大涨117.28%。这一显著涨幅源于公司与英伟达(NVIDIA)达成重要合作协议。

据悉,纳微半导体将与英伟达合作开发下一代800伏高压直流(HVDC)架构,为包括Rubin Ultra在内的GPU提供支持的"Kyber"机架级系统供电。在这一合作中,纳微半导体的氮化镓(GaN)和碳化硅(SiC)技术将发挥关键作用。这一合作被业内视为数据中心基础设施领域的重大技术飞跃,特别是在支撑吉瓦级AI计算负载方面具有重要意义。

分析人士指出,纳微半导体的技术有望大幅提升"Kyber"机架级系统的能效比、散热管理和系统可靠性,这将为未来高性能计算和人工智能领域带来革命性变革。投资者对这一合作前景表现出高度乐观,推动纳微半导体股价在当日交易中创下显著涨幅。

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