Post
Yuvi.
$VRT，AI服务器扩张会不会先卡在供电与散热？三星与SK海力士的业绩印证AI硬件需求强，但数据中心落地仍受电力、冷却和交付周期限制。若订单转成按期部署、服务收入增加，基础设施供应商能兑现需求；若电网接入延误或客户削减资本开支，积压订单未必立即成为收入。
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
No comments yet. Be the first to reply!
Trending crypto
BTC/USDTBitcoin
$63,702.4-0.03%
ETH/USDTEthereum
$1,746.23-0.05%
SOL/USDTSolana
$69.26-0.06%
Today’s market buzz
1#NVIDIA contacts Arm CEO Haas, internally predicting new CEO candidate
2#US October PPI year-on-year 6.5% below expectations
3#Anthropic launches IPO roadshow, valuation rebounds to $1.8 trillion
