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歐陸通(300870.SZ):已有面向AI服務器電源的豐富技術儲備和產品儲備
格隆匯 07-18 11:03

格隆匯7月18日丨有投資者向歐陸通(300870.SZ)提問,“台達電預計未來AI服務器的電源功率需求,將提升至目前的3倍至10倍都有可能;光寶科技表示,下半年AI服務器的電源主要是3000W以上產品,未來的AI服務器則需要5500W甚至8000W以上的電源。請問貴司在高功率ai服務器電源產品有沒有相關技術儲備?”

歐陸通回覆稱,AI服務器是服務器電源的重要下游需求領域。AI服務器的電源功率和電源配置數量較傳統通用服務器有普遍提高,其中大模型AI訓練服務器因對算力需求更高,其服務器電源功率和配置數量明顯提升。公司經過近年來的持續研發投入,在中高功率服務器電源產品上不斷取得進展,已有面向AI服務器電源的豐富技術儲備和產品儲備。

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