铒和钇两种小金属卡了AI脖子 中国供应链占主导

格隆汇
Sep 02
据量子位,除了电力之外,在这一轮AI数据中心扩产潮中,中国另外两个天然优势,也被海外发现了。最近,IEEE就点出了两个此前很少被市场关注的名字——铒和钇。它们一个藏在数据中心之间的长距离光通信网络里,一个藏在为数据中心供电的燃气轮机里,分别对应AI Infra眼下最紧张的两件事:网络和电力。简单来说,铒负责让数据传得更远;钇则用在燃气轮机的高温材料中,帮助它在更高温度下稳定运行、提升发电效率。据IEEE消息,我国占了这两种小金属几乎100%的产量。换句话说,当下国内外AI数据中心扩产带来的红利,可能不只落在GPU、光模块和电力设备这些显眼的环节。继续往供应链上游挖,咱们手里还藏着牌。

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