英伟达 VR200 NVL72 机柜带来巨额商机，谁会成为最大赢家？

半导体新知道02-15

英伟达新一代AI服务器机柜VR200 NVL72的神秘面纱，在今年一月就已经正式亮相。这座以天文学家维拉·鲁宾命名的算力巨兽，搭载72颗Rubin GPU和36颗Vera CPU，其AI推理算力达到前代产品的5倍，预计将于2026年下半年开始出货。据供应链分析，这款重达两吨的VR200机柜，售价可能高达600万美元。如此高价源于其革命性架构升级，采用全液冷散热方案，替代前代85%液冷+15%气冷的...

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CPU，其AI推理算力达到前代产品的5倍，预计将于2026年下半年开始出货。据供应链分析，这款重达两吨的VR200机柜，售价可能高达600万美元。如此高价源于其革命性架构升级，采用全液冷散热方案，替代前代85%液冷+15%气冷的混合设计，并通过板对板连接器实现无电缆布局，显著提升系统稳定性与散热效率。这些技术创新，使得单机柜功耗达到370kW，倒逼供应链在电源、散热和材料上进行全面升级。市场对VR200机柜出货量的预测，呈现显著分歧。供应链厂商基于实际产能考量，预估2026年出货量约为数百柜。富邦投顾则相对乐观，预计英伟达AI服务器机柜总出货量可达7万柜，其中VR200约占2000柜。而知名分析师郭明𫓹最为激进，预测范围达到5000至7000柜。摩根士丹利指出，具备强大整合能力的ODM厂商，如中国台湾的广达、鸿海、纬创和纬颖，将在英伟达新一代AI服务器供应链中扮演主导角色。与此同时，PCB价值链迎来显著提升，VR200机柜采用22层五阶HDI结构的CPX板，正交背板层数达到44层，全面启用M9等级材料，使得单机柜PCB价值量较前代增长近300%。声明：以上内容整理自网络，仅供交流学习之用。如有任何疑问或异议，请留言与我们联系。","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":"productRelease","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 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