电力设备与新能源行业点评:英伟达发布800VDC架构白皮书,提效催生多增量赛道

信达证券
Oct 19, 2025

(以下内容从信达证券《电力设备与新能源行业点评:英伟达发布800VDC架构白皮书,提效催生多增量赛道》研报附件原文摘录)本期核心观点事件:10月13日,英伟达正式发布《800VDC Architecture for Next-Generation AI Infrastructure》白皮书,揭示了其“AI工厂”愿景,包括NVIDIA Vera Rubin NVL144MGX新世代开放式架构机架...

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