Nvidia(US:NVDA) 郭明錤 (Ming-Chi Kuo)·2025-10-29 07:07Industry Focus - The report discusses NVIDIA's AI server power specifications roadmap, moving from GPU/cabinet level to a data center-centric "Kyber" strategy [1] - The article likely focuses on the technical specifications and strategic implications of NVIDIA's next-generation AI server architecture [1] Technological Advancement - The content highlights NVIDIA's shift towards a more holistic, data center-level approach to AI server design and power management [1] - The "Kyber" strategy likely represents a significant advancement in NVIDIA's AI infrastructure offerings [1] Strategic Implications - The report suggests a focus on the evolving power requirements and design considerations for AI infrastructure [1] - The shift towards data center-level solutions indicates a growing demand for scalable and efficient AI computing resources [1]