天风证券研报认为CPU、GPU新品功耗不断上升驱动数据中心机柜功率增加。目前Intel的多款CPU芯片的热设计功耗（TD_老虎社区_美港股上老虎

天风证券研报认为CPU、GPU新品功耗不断上升驱动数据中心机柜功率增加。目前Intel的多款CPU芯片的热设计功耗（TD

智通财经2025-08-14

天风证券研报认为CPU、GPU新品功耗不断上升驱动数据中心机柜功率增加。目前Intel的多款CPU芯片的热设计功耗（TDP）已经超过100W而Nvidia的H100系列GPU芯片TDP高达700W。国产GPU&CPU也呈现出相同趋势。计算芯片功耗升高驱动数据中心机柜功率迅速增加。在通用服务器中CPU/GPU等计算芯片的功耗占比约为50%左右而在AI服务器中计算芯片的功耗占比更高达80%以上。...

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