英伟达GB200散热解决 鸿海、广达等AI供应链运营将逐季高飞

爱集微
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英伟达人工智能(AI)服务器GB200组装散热问题已经解决,由于GB200服务器单价是一般服务器的十倍,可望从第二季度开始带动AI服务器供应链厂商业绩起飞,并为下半年业绩注入强心针。GB200供应链厂商,包括芯片的台积电,组装鸿海、广达,散热双鸿、奇𬭎,机壳勤诚,电源台达电与光宝,连接线贸联、佳必琪等,以及服务器导轨川湖、南俊国际等。英伟达CEO黄仁勋已离开中国台湾,他上周参加台北国际电脑展最重要...

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