英伟达有望明年GTC大会发布新一代AI芯片_老虎社区_美港股上老虎

英伟达有望明年GTC大会发布新一代AI芯片

爱集微09-02

英伟达（NVIDIA）有望在2026年GTC大会发布新世代AI芯片，功率需求飙升，未来资料中心将需要800V HVDC（高压直流电）架构支撑AI运算，供应链透露，英伟达已要求供应链积极导入相关新电源架构，台达电（2308）、光宝可望迎来大商机。因应英伟达电源规格大革命，台达电、光宝积极部署相关产品。台达电的HVDC电源柜设计，每柜可支援0.8至1.0MW的IT机柜耗电量，有望自2026年起获得采用...

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