金吾财讯 | 阿达尼集团旗舰公司Adani Enterprises与捷普（JBL）签署非约束性谅解备忘录（MoU），拟成立各持股50%的合资企业，在印度本土制造和组装人工智能（AI）及数据中心核心硬件。根据协议，拟议的合资企业将具备多吉瓦（Multi-gigawatt）级的AI机架制造能力，产品线涵盖高性能AI机架、服务器、存储及网络设备，同时提供电源分配单元（PDU）、液冷系统和变压器等电力与散热解决方案，并配套提供安装调试服务。这一战略举措旨在把握未来七年全球预计超3万亿美元的AI计算基础设施市场机遇。对阿达尼而言，该合资公司将与其到2035年打造5吉瓦绿能超大规模AI数据中心的1000亿美元投资计划深度协同；对捷普（2026财年营收360亿美元）而言，此举结合其近期在电源管理与液冷领域的收购，将显著扩大其在印度及全球数据中心硬件市场的制造版图。
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