英伟达发布800V HVDC电源架构白皮书，A股哪些企业站上了风口？

AIOT大数据10-15

事件锚点：英伟达在OCP全球峰会上发布《800 VDC Architecture for Next-Generation AI Infrastructure》白皮书。这为下一代AI数据中心基础设施的电源架构指明了方向，具有行业风向标的意义。据ABB披露，双方合作的核心是支持英伟达计划推出的800V直流（DC）供电架构。该架构专为1兆瓦级服务器机柜设计，通过将电网13.8kV交流电直接转换为...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2575736323?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-10-15 21:50","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2575736323","market":"us","top_or_hot":-1,"title":"英伟达发布800V HVDC电源架构白皮书，A股哪些企业站上了风口？","media":"AIOT大数据","content":"<div>\n<p>事件锚点：英伟达在OCP全球峰会上发布 《800 VDC Architecture for Next-Generation AI Infrastructure》 白皮书。这为下一代AI数据中心基础设施的电源架构指明了方向，具有行业风向标的意义。据ABB披露，双方合作的核心是支持英伟达计划推出的800V直流（DC）供电架构。该架构专为1兆瓦级服务器机柜设计，通过将电网13.8kV交流电直接转换为...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251015223224a6baffbb&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英伟达发布800V HVDC电源架构白皮书，A股哪些企业站上了风口？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英伟达发布800V HVDC电源架构白皮书，A股哪些企业站上了风口？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-15 21:50 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251015223224a6baffbb&s=b><strong>AIOT大数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>事件锚点：英伟达在OCP全球峰会上发布 《800 VDC Architecture for Next-Generation AI Infrastructure》 白皮书。这为下一代AI数据中心基础设施的电源架构指明了方向，具有行业风向标的意义。据ABB披露，双方合作的核心是支持英伟达计划推出的800V直流（DC）供电架构。该架构专为1兆瓦级服务器机柜设计，通过将电网13.8kV交流电直接转换为...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251015223224a6baffbb&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0787776722.HKD","symbol_name":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251015223224a6baffbb&s=b","article_id":"2575736323","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251015223224a6baffbb&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2575736323","pubTimestamp":1760536203,"columns":[{"name":"A股","id":33,"label_key":"policyRegulatory"}],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"事件锚点：英伟达在OCP全球峰会上发布 《800 VDC Architecture for Next-Generation AI Infrastructure》 白皮书。据ABB披露，双方合作的核心是支持英伟达计划推出的800V直流供电架构。英伟达最新发布的800VDC架构白皮书确立了下一代数据中心电源的技术方向，其核心是通过提升电压等级降低能耗并节省空间。英伟达已与纳微半导体联合开发基于GaN及SiC的800V HVDC电源架构，预计将率先应用于下一代AI数据中心与Rubin Ultra计算平台。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","NVTS":"纳微半导体","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","NVD2.UK":"2X NVIDIA ETP","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","VRT":"Vertiv Holdings LLC","SNVD.UK":"LS -1X NVIDIA","2NVD.UK":"2X NVIDIA ETP","NVD3.UK":"LS 3X NVIDIA","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","BK4534":"瑞士信贷持仓","NVDS.UK":"LS -1X NVIDIA","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","NVDS":"1.5倍做空NVDA ETF-Tradr","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","02577":"英诺赛科","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","NVDA":"英伟达","3NVD.UK":"LS 3X NVIDIA","NVDU":"2倍做多NVDA ETF-Direxion","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","NVIW.SI":"NVDA 3xLongSG261006","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","NVDX":"2倍做多NVDA ETF-T-Rex","NVD":"2倍做空NVDA ETF-GraniteShares","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","NVDY":"NVDA期权收益策略ETF-YieldMax","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","NVDD":"1倍做空NVDA ETF-Direxion","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC"},"translate_title":"Nvidia released a white paper on 800V HVDC power supply architecture. Which A-share companies are at the forefront?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDD":0.6,"NVDS":0.6,"NVDX":0.6,"NVDA":1.5,"SNVD.UK":0.6,"VRT":0.9,"NVD2.UK":0.6,"NVDY":0.6,"3NVD.UK":0.6,"NVD3.UK":0.6,"NVIW.SI":0.6,"2NVD.UK":0.6,"NVD":0.6,"NVTS":0.9,"NVDU":0.6,"02577":0.9,"NVDS.UK":0.6},"content_text":"事件锚点：英伟达在OCP全球峰会上发布 《800 VDC Architecture for Next-Generation AI Infrastructure》 白皮书。这为下一代AI数据中心基础设施的电源架构指明了方向，具有行业风向标的意义。据ABB披露，双方合作的核心是支持英伟达计划推出的800V直流（DC）供电架构。该架构专为1兆瓦级服务器机柜设计，通过将电网13.8kV交流电直接转换为800V直流电，大幅减少电力传输中的能量损耗。据悉，相较于传统54V直流供电系统，800V架构可将铜母线用量减少45%，同时提升5%的端到端效率，显著降低数据中心的建设与运营成本。英伟达此前在GTC 2025大会上已展示基于800VDC的电源机架原型，集成72kW电源单元（PSU）与锂离子超级电容器（LIC），效率达98%，占地面积减少30%。为推动800VDC架构落地，英伟达已联合全球电气生态系统合作伙伴，包括芯片供应商英飞凌、德州仪器，电源组件厂商台达电子、富士康，以及电力系统巨头伊顿、施耐德电气。数据中心电源技术发展趋势：800V HVDC与SST引领变革数据中心电源系统正经历一场技术革命，主要驱动力来自于AI算力需求爆发性增长带来的高功率密度挑战。随着AI训练集群规模呈指数级增长，单机柜功率密度从传统的5-15kW迅速提升至30-100kW，英伟达GB200 NVL72机柜更是高达120kW，对传统供电系统构成巨大挑战。在这一背景下，800V高压直流（HVDC）架构和固态变压器（SST）技术应运而生，成为下一代数据中心电源系统的关键解决方案。800V HVDC架构是英伟达主导的下一代数据中心供电标准，计划从2027年开始全面推广，旨在支持1MW及以上功率密度的IT机架。这一架构相比当前主流的240V/336V HVDC方案，能显著降低电流强度，减少电阻损耗，降低铜导体用量达30%-50%，同时简化电力分配系统，提高能源转换效率。目前，英伟达正与富士康合作，在高雄K-1人工智能数据中心项目实施800V直流架构，作为未来AI Factory的基础设施示范。固态变压器（SST）是800V HVDC架构中的关键技术突破，它结合了中压交流输入、功率整流模块以及直流输出分配部分，具有紧凑高功率容量和卓越的空间节省效果。SST技术跳过了传统的降压变压器+整流模块的复杂结构，直接实现中压交流到低压直流的转换，特别适合超高密度机柜部署。英伟达在白皮书中明确将SST作为终极解决方案，并与中压整流器方案并列作为短期部署选项。技术路径演进：过去/当前： 传统的480V交流或早期版本的HVDC高压直流供电系统。未来方向： 800VDC架构 成为解决AI高功率密度机柜（预计将达到100kW+/柜）能耗和效率问题的关键。两大具体方案：中压整流器： 被视为短期部署的成熟方案。它由降压变压器、整流模块、滤波器和保护装置构成，技术相对传统，易于快速落地。固态变压器： 被视为终极解决方案。它将中压交流输入、功率整流和直流输出分配集成在一个紧凑的设备中，具备可扩展性、高功率密度和极佳的空间节省效果，完美匹配AI数据中心对算力密度不断提升的需求。英伟达最新发布的800VDC架构白皮书确立了下一代数据中心电源的技术方向，其核心是通过提升电压等级降低能耗（较传统方案节能30%）并节省空间。技术演进呈现四大趋势：中压整流方案：由降压变压器、整流模块等构成，代表成熟过渡方案（维谛技术已实现商业化部署）固态变压器(SST)：集成中压交流输入与直流输出，功率密度达18kW/U（台达、金盘科技已推出样机）储能融合：在直流输出端集成储能装置（盛弘股份布局相关技术）液冷兼容：解决高功率散热问题（科华数据浸没式方案通过验证）技术难点集中在SST的兆瓦级功率模块开发，涉及碳化硅器件应用和热管理设计（新特电气高频变压器是关键部件）表：数据中心电源架构技术对比在技术演进路径上，国内厂商目前主流的240V/336V HVDC方案将逐步向800V架构升级。这一转型过程中，第三代半导体材料如氮化镓（GaN）和碳化硅（SiC）发挥着关键作用。英伟达已与纳微半导体联合开发基于GaN及SiC的800V HVDC电源架构，预计将率先应用于下一代AI数据中心与Rubin Ultra计算平台。国内GaN芯片龙头英诺赛科已成为英伟达800V直流电源架构合作商名录中唯一入选的中国厂商，标志着国内企业在关键技术领域已实现突破。800V HVDC架构的推广不仅涉及电源系统的变革，还需要整个生态系统的协同演进。从供电架构看，传统数据中心采用\"双路市电+UPS+柴油发电机\"的供电模式，而新型架构则将HVDC作为主供电系统，结合储能电池和备用发电机，形成更高效、更简化的供电拓扑。这一变革意味着电源管理系统需要全面升级，包括更精准的负载平衡、更快速的故障切换和更智能的能效管理。产业链影响： 英伟达的白皮书将巴拿马电源2.0（一种HVDC方案）与SST的结合推向了前台。这不仅是技术升级，更是对整个电源产业链的重新洗牌，创造了新的市场机遇，尤其是对于中国供应链而言，这是一个绕过传统壁垒、实现“出海”的关键时间窗口。数据中心电源产业链细分市场与核心供应商数据中心电源产业链是一个多层次、多领域的复杂生态系统，涵盖了从电源方案、温控管理到备用电源等多个关键环节。随着AI算力需求的爆发式增长，产业链各环节的供应商正面临前所未有的机遇与挑战。电源方案供应商格局","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.9","shortVersion":"4.35.9","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2575736323","isCrawlerRequest":true}