8月5日周二，英诺赛科（02577）股价盘中大涨5.12%，引发市场关注。
消息面上，英诺赛科近日宣布与英伟达（NVIDIA）达成合作，成为英伟达800V直流电源架构的供应商。英诺赛科是本次入选英伟达合作伙伴中唯一的中国芯片企业，双方将携手推动800V直流（800VDC）电源架构在AI数据中心的规模化应用。这一合作将使单机房算力密度提升10倍以上，助力单机柜功率密度突破300kW，推动全球AI数据中心迈入兆瓦级供电时代。
分析人士指出，英诺赛科作为唯一中国半导体企业入选英伟达800VDC高压电源供应商名单，凸显了公司在GaN（氮化镓）技术领域的领先地位。随着AI数据中心对高效供电需求的增长，英诺赛科有望从中受益，这也是推动其股价上涨的主要原因。
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