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AI 基础设施系列:AI 数据中心电力创新,从 UPS 到高压直流与固态变压器-AI Infra Series #7 - AIDC Power Innovation, From UPS to HVDC and SST
2025-12-08 00:41
ASIA-PACIFIC excl. Japan | Industrials Equity Research AI Infra Series # 7 - AIDC Power Innovation, From UPS to HVDC and SST We hosted an expert call with Teddy Zhang, IDC consultant from Beijing Shenzhi Dizhi Technology Co., Ltd. Major topics include the innovation roadmap for power systems including power supply and power distribution, cost breakdown for AIDC infra, SST's application, backup power solution and ESS's opportunities among AIDC. We are positive on China's data center power system suppliers ri ...