大和证券：OpenAI联手甲骨文扩建数据中心将利好富士康

Core Insights - OpenAI and Oracle's data center expansion plan is expected to benefit Foxconn Technology Group [1] - The project will add 4.5 gigawatts of capacity in the U.S. and require over 2 million chips, equivalent to 28,000 NVIDIA NVL72 systems [1] - This development is seen as a short-term catalyst for NVIDIA's supply chain vendors, including Foxconn [1] - NVIDIA NVL72 system shipments are projected to increase from 21,000 units in 2025 to over 50,000 units in 2026 [1]