摩根士丹利：人工智能供应链 - 最新 GTC 供应商名单

March 18, 2025 05:59 AM GMT Greater China Technology Hardware | Asia Pacific Morgan Stanley Taiwan Limited+ AI Supply Chain – Latest MGX Ecosystem Suppliers At GTC 2025, the latest MGX Ecosystem supplier list was updated as below. We recognize that this is the reference supplier list offered by NVDA and this does not mean direct project wins for these companies. We highlight a few notable changes, vs. the list offered last October: - NVQD is the new design for GB300 server racks that connects cold plate mod ...