大摩：英伟达Vera Rubin将全面采用液冷设计

爱集微03-05

大摩在最新的“散热模组产业”报告中指出，根据调查，英伟达（NVIDIA）Vera Rubin服务器机柜将全面导入液冷系统。大摩指出，Vera Rubin服务器机柜由于采用无风扇设计，单一托盘（Tray）的整体价值可望提升，主要来自新增的快接头等用量增加等，带动每座机柜的整体散热价值将达48,060美元。大摩表示，未来两周，相关厂商将发布第4季财报及举行法说。对于2026年展望及下一代绘图处理器（...

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