8月5日盘中，英诺赛科（02577）股价大涨5.12%，延续了近日的强劲涨势。这波上涨主要受到该公司与英伟达（NVIDIA）达成战略合作的利好消息推动。
据悉，英诺赛科近日宣布与NVIDIA合作，共同推动800 VDC（800伏直流）电源架构在AI数据中心的规模化应用。这一架构是NVIDIA为未来高效供电兆瓦级计算基础设施专门设计的新一代电源系统，相比传统54V电源，在系统效率、热损耗和可靠性方面具有显著优势。
市场对这一合作反应积极，认为这将大大提升英诺赛科在AI数据中心供电领域的竞争力。作为唯一入选NVIDIA 800V架构供应商名单的中国半导体企业，英诺赛科有望从AI产业的快速发展中获益。分析师预计，随着GaN技术与NVIDIA 800 VDC供电架构的融合，未来几年AI数据中心将实现从千瓦级到兆瓦级的飞跃，为英诺赛科带来巨大的市场机遇。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.