Dell'Oro:Q225 AI硬件需求激增 数据中心组件营收涨44%

讯石光通讯网
Sep 12, 2025

ICC讯根据Dell’Oro集团近日发布的报告,持续的人工智能扩展周期推动服务器和存储组件市场在2025年第二季度实现同比增长44%。对加速器、高带宽内存(HBM)和网卡的旺盛需求,支撑了AI基础设施栈各领域的创纪录扩张。  Dell’Oro集团高级研究总监Baron Fung表示:“NVIDIA的Blackwell Ultra GPU以及谷歌和亚马逊的自定义加速器推动了本季度数据中心IT组件市场...

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