通信行业点评报告:世纪互联获40MW新订单用于部署国产芯片 国产算力渐迎拐点

开源证券股份有...
Sep 12

世纪互联获40MW 新订单,国产芯片成为增长引擎之一2025 年9 月11 日,世纪互联发布公告,已从一家领先互联网公司获得40MW 的批发订单,位于大北京地区中固安IDC 园区,公司将分阶段交付订单容量,主要提供定制化服务,为客户核心业务部署国产芯片,公司表示国产芯片将成为公司IDC 业务未来关键的增长引擎。我们认为随着国产芯片供给逐步提升,国产芯片能耗或更高,对于AIDC 需求或持续提升,...

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