英伟达算力订单能见度延至2027年工业富联等产业链龙头获关注

中华网2025-12-26

随着AI浪潮持续升温，英伟达新一代AI服务器需求呈现爆发式增长，为工业富联等产业链龙头带来更明确的增长预期。据媒体最新报道，GB300 AI服务器机柜明年出货量有望达到5.5万台，同比增长129%，由微软、Meta等科技巨头主导的采购热潮，已将算力订单能见度延伸至2027年。算力需求强劲，科技巨头积极布局当前算力需求的火爆程度超出市场预期。据悉，微软、Meta、甲骨文等全球顶级云服务提供商正在加大...

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英伟达算力订单能见度延至2027年 工业富联等产业链龙头获关注

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英伟达算力订单能见度延至2027年工业富联等产业链龙头获关注