机构:英伟达AI机柜产品世代交替,预估2027年NVL72产值贡献可突破7,100亿美元

智通财经
Aug 28
【机构:英伟达AI机柜产品世代交替,预估2027年NVL72产值贡献可突破7,100亿美元】根据TrendForce集邦咨询最新AI Server产业研究,GB300整柜型方案已成为2026年NVIDIA的出货主力,其需求预计将延续至2027年上半年。随后,新一代VR200机柜将接棒放量,成为2027年出货占比最高的产品。至于更新一代的Rubin Ultra平台,因HBM与Server架构设计细节未定,出货占比仍较低。TrendForce集邦咨询估计,2027年GB、VR等NVL72机柜出货量将年增50%以上,考量Vera Rubin系统的平均销售单价较GB300翻倍成长,以及上游晶圆与HBM等关键零部件酝酿涨价,预估2027年包含GB300、VR200及VR300的NVL72机柜系统合计总产值贡献将突破7,100亿美元,年增率高达214%,将助力ODM系统厂、供电及散热等AI数据中心供应链的成长动能。

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