英伟达GPU冷却需求高达48亿美元，投资机会将有这些……

金融界08-02

根据摩根士丹利，到2027年，数据中心中的英伟达GPU服务器机架系统所需的冷却设备将创造一个48亿美元的市场。该行在7月30日的报告中指出，液冷系统是解决数据中心“电力短缺压力”的解决方案。“我们认为，数据中心中的英伟达GB200服务器机架系统的液冷解决方案，到2027年可以创造一个48亿美元的总潜在市场，”报告称。摩根士丹利指出，通过增强散热设计功率等，这类液冷系统可以节省10%到15%的资本...

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Electronics（2308-TW）。在这些公司中，Delta是摩根士丹利的首选。该行表示，它看好Delta这家台湾公司，因为它认为其液冷解决方案将在2025年增加2.8亿美元的AI冷却收入。“我们喜欢其为数据中心提供电力和冷却的一体化解决方案。我们认为，它为超大规模用户和数据中心运营商提供了最有效的设计，旨在降低总拥有成本，同时满足PUE要求，”该银行的分析师写道。PUE是数据中心能效的一个指标。摩根士丹利将Delta的目标价从400新台币（12.20美元）上调至488新台币（14.90美元），这意味着大约26%的潜在上涨空间。该行也看好AVC，称AVC在为人工智能服务器提供各种空气和液体冷却产品方面“处于有利地位”。报告指出，AVC被选为英伟达GB200冷板的主要合作伙伴，冷板是一种通过液冷技术来散热的组件。“我们的供应链检查显示，AVC是英伟达GB200服务器机架液冷系统冷板的参考设计，”报告补充道。摩根士丹利预计，AVC将在今年第三季度推出第一批出货，并在2025年占据30%的供应份额。它将AVC的目标价从520新台币上调至830新台币，增幅达60%。这意味着大约35%的潜在上涨空间。\n\n\r\n            责任编辑：栎树","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"Product Release","news_rank":0,"symbols":[],"gpt_button":0},"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; 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