点击蓝字关注我们核心要点英伟达液冷供应商，订单量增长2.5倍。根据科创日报，2025年第四季度，英伟达液冷供应商Vertiv销售额为29亿美元，同比增长23%。不仅盈利超出预期，订单量也十分强劲。报告期内订单量同比增长252%，与2025年第三季度相比增长了117%。Vertiv预计2026年销售额约为135亿美元。海外云厂商资本开支2026年增速有望达40%，主要驱动在于AI服务器。根据...
Source Link点击蓝字关注我们核心要点英伟达液冷供应商，订单量增长2.5倍。根据科创日报，2025年第四季度，英伟达液冷供应商Vertiv销售额为29亿美元，同比增长23%。不仅盈利超出预期，订单量也十分强劲。报告期内订单量同比增长252%，与2025年第三季度相比增长了117%。Vertiv预计2026年销售额约为135亿美元。海外云厂商资本开支2026年增速有望达40%，主要驱动在于AI服务器。根据...
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