英伟达算力订单能见度延至2027年 工业富联等产业链龙头获关注

中华网
Dec 26, 2025

随着AI浪潮持续升温,英伟达新一代AI服务器需求呈现爆发式增长,为工业富联等产业链龙头带来更明确的增长预期。据媒体最新报道,GB300 AI服务器机柜明年出货量有望达到5.5万台,同比增长129%,由微软、Meta等科技巨头主导的采购热潮,已将算力订单能见度延伸至2027年。算力需求强劲,科技巨头积极布局当前算力需求的火爆程度超出市场预期。据悉,微软、Meta、甲骨文等全球顶级云服务提供商正在加大...

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