千亿蓝海,英伟达背书!固态变压器(SST)三个核心方向梳理(附列表)

投研大叔
Oct 27, 2025

英伟达在2025年10月OCP峰会发布白皮书,明确将SST列为下一代AIDC供电架构的核心方案,标志着SST技术获全球AI算力龙头认可,加速产业落地进程,其实在8月份已经简单介绍过SST固态变压器,核心受益的5家公司,随着目前关注度的提升,看后台有人咨询说部分企业涨幅已经很大了,有没有其他的可以参考的企业,所以今天对SST进行一下梳理。核心优势效率极致提升:通过高频电力电子变换取代传统工频变压器,...

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