点击小程序查看研报原文核心观点在10.13-16日举办的OCP大会上,英伟达发布800 VDC架构白皮书,其中明确AIDC配储的必要性以及下一代配电方案。储能方面强调AIDC需要配储,符合我们10月3日《美国AI带来“电力再加速”,储能可能是被忽略的解法》报告中对于AIDC驱动储能需求的判断,我们认为AIDC将成为未来全球储能需求增长的重要增量场景之一,重申看好储能板块投资机会。配电方面,提出...
Source Link点击小程序查看研报原文核心观点在10.13-16日举办的OCP大会上,英伟达发布800 VDC架构白皮书,其中明确AIDC配储的必要性以及下一代配电方案。储能方面强调AIDC需要配储,符合我们10月3日《美国AI带来“电力再加速”,储能可能是被忽略的解法》报告中对于AIDC驱动储能需求的判断,我们认为AIDC将成为未来全球储能需求增长的重要增量场景之一,重申看好储能板块投资机会。配电方面,提出...
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