英諾賽科(02577.HK)回應入選英偉達800V直流電源架構合作商:合作尚處測試階段 暫未產生實質性訂單
英諾賽科(02577.HK)今早(1日)高開1.7%報44.75元後,盤中曾高見72元一度彈上63.6%,午後升幅收窄,最新報59.35元飆升逾34%,成交額38.77億元。
內媒報道,英偉達(NVDA.US)官網更新800V直流電源架構合作商名錄,英諾賽科是本次入選英偉達合作夥伴中唯一的中國晶片企業,意味著雙方正式達成深度合作,雙方將攜手推動800V直流(800 VDC)電源架構在AI數據中心的規模化應用。此次合作將單機房算力密度將提升10倍以上,助力單機櫃功率密度突破300kW,推動全球AI數據中心正式邁入兆瓦級供電時代。
據《21財經》報道,對於合作細節,英諾賽科指與英偉達的合作已有一段時間,公司主要憑藉高功率氮化鎵技術入圍。不過,目前合作尚處於測試階段,暫未產生實質性訂單。因公司正處於半年報發布階段,不便對此次合作前景與影響作出回應。
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