中信证券:液冷渗透率提升行业扩容 看好国内企业出海机遇

东方财富
Aug 07

中信证券研报称,谷歌、Meta、微软、AWS等定制ASIC芯片及英伟达GPU的AI服务器热设计功率密度提升,对液冷的需求明确。随着ASIC芯片及英伟达GB300的持续放量,液冷渗透率将大幅提升,市场空间扩容。国内液冷企业在技术、产品质量、成本、服务等综合能力优秀,看好国内企业出海的潜力。全文如下通信|液冷渗透率提升,行业扩容,看好国内企业出海机遇谷歌、Meta、微软、AWS等定制ASIC芯片及...

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