天风证券近日发布电力设备行业深度研究:BBU:切中AIDC发展需求,利好英伟达电源链,以下为研究报告摘要: 当前时间点为什么看好AIDC用BBU?对供电安全敏感+对成本不敏感。天风证券近日发布电力设备行业深度研究:BBU:切中AIDC发展需求,利好英伟达电源链。以下为研究报告摘要:当前时间点为什么看好AIDC用BBU?对供电安全敏感+对成本不敏感。BBU迎来增长契机:英伟达将BBU列为AI服务器的...
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