锁定英伟达量产红利：超微电脑大跌超13%

美股IPO01-07

在 2026 年 1 月的 CES 大展期间，超微电子(SMCI.US)宣布扩大其液冷 AI 基础设施支持，以加速交付为英伟达(NVDA.US)Vera Rubin 平台量身定制的数据中心解决方案。当地时间周一，英伟达宣布其下一代系统——即Grace Blackwell的继任者Vera Rubin平台——已进入全面量产阶段，超微电脑作为其基础设施与存储领域的合作伙伴之一参与其中。随着英伟达正式推出...

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HGX Rubin NVL8 架构的定制化液冷系统。据悉，超微电脑的全新液冷解决方案能够为单机柜集成 72 颗 Rubin GPU 的超大规模集群提供精准散热。为了确保 Vera Rubin 平台在 2026 年下半年的顺利交付，超微电脑确认已扩大其在美国本土的制造设施规模。超微电脑总裁兼首席执行官 Charles Liang 表示：“超微电脑与英伟达的长期合作，加之我们敏捷的构建块解决方案，使我们能够比竞争对手更迅速地将最前沿的 AI 平台推向市场。依托扩大的制造规模与行业领先的液冷技术专长，我们正助力超大规模厂商和企业以无与伦比的速度、效率和可靠性，大规模部署 NVIDIA Vera Rubin 和 Rubin 平台基础设施。”该公司表示，其数据中心构建块解决方案与先进的直接液冷技术，依托美国本土的内部设计与制造能力，将加速下一代液冷 AI 基础设施的部署。周二，数据中心冷却股集体大跌，摩丁制造(MOD.US)大跌超13%，江森自控(JCI.US)、特灵科技(TT.US)跌超7%，维谛技术(VRT.US)跌超3%。消息面上，此前黄仁勋在CES展会上表示，搭载新型Rubin芯片的服务器机架将可采用无需水冷机的温度进行冷却，其所需气流与搭载Blackwell芯片的机架基本相当。","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":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":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; 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