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全球电气巨头ABB联手芯片霸主英伟达(NVDA.US) 共同开发下一代AI数据中心
Zhi Tong Cai Jing· 2025-10-14 00:56
Core Viewpoint - ABB Group is collaborating with Nvidia to develop next-generation AI data centers, focusing on efficient and scalable power delivery solutions to meet future AI workload demands [1] Group 1: Company Developments - ABB will support Nvidia's plan to launch an 800VDC power supply architecture suitable for 1 megawatt server cabinets, enabling faster and more energy-efficient power transmission [1] - Following the announcement, ABB's stock price rose by 1.9% in Zurich [1] Group 2: Industry Trends - ABB has benefited from the growing demand for automation tools and grid investments, which are key high-margin business areas that CEO Morten Wierod aims to strengthen further [1] - Approximately 40% of ABB's electrification R&D is focused on critical areas for next-generation data centers, including electrical architecture, protection devices, DC distribution, and cooling technologies [1] - The global power demand for data centers is projected to increase from 80 gigawatts (GW) in 2024 to about 220 GW by 2030, with capital expenditures expected to exceed $1 trillion [1]