輝達押寶800V 掀起AI能源戰【談股論金 EP91】

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AI 帶動資料中心能耗爆發，OCP 高峰會聚焦電力與標準化挑戰。輝達推動 800V 架構，開啟「雲端到電網」新時代，電源供應商台達電、光寶科成最大受益者。【單集重點】 1.資料中心積極尋找電力解方 2.八○○ＶＤＣ支援ＭＷ級機櫃 3.未來五年複合成長率達三成 4.電源供應商寡占商機 -- Hosting provided by SoundOn

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輝達押寶800V 掀起AI能源戰【談股論金 EP91】

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