財自密碼：VRT

目前AI 伺服器主要都係風冷，B100,B200下半年推出，能耗遠高於H100,H200，水冷散熱將會面臨強勁需求。
https://mp.weixin.qq.com/s/wU7ZVvI5KhVg0JdJRsftPw

大家仲有啲咩水冷概念股？一齊討論下

升市莫估頂

push

呢隻唔J了，祝大家贏多d

睇嚟都係台股多啲機會，但好似一早比人炒高晒，遲咗

不過我見VRT都有immersion cooling
https://www.vertiv.com/zh-TW/about/news-and-insights/news-releases/2022/vertiv-provides-immersion-liquid-cooling-innovation-for-high-density-data-center-and-edge-applications/

炒高哂啦

依加個個台股都炒高起碼25%+

台積電 廣達 緯穎…等AI server股都炒起哂

其實HPE玩得過

https://www.barrons.com/amp/articles/hp-enterprise-stock-price-ai-servers-5b29349d


CEO Antonio Neri told Barron’s last week the company has had $4 billion in AI-related server orders since the start of fiscal 2023, with a backlog that now sits at $3 billion, up $500 million in the latest quarter.

“We’re seeing a lot of new orders coming in, but we don’t have all the supply to convert it,” Neri said in the interview.

但係班柒頭無plan去catch個demand

好硬正

CEG VST VRT

呀