英伟达服务器电源各家情况

Key Points Industry and Company Involved - Industry: Server power supply, specifically NV server OCP ORV3 power supply - Companies: - Tatung Electric: Manufacturer of server power supplies, collaborating with NVIDIA - Opticon: Manufacturer facing thermal issues with their 3KW platform upgrade to 5.5KW - Lead Wealth (BYD Electronics): Claims to offer complete solutions including power supplies, cables, liquid cooling, and integrated cabinets - Flex (Wencor): Focused on BBU and DCDC, collaborating with Musashi - McGregor Milltimeter: Currently undergoing testing at OEMs, potentially replacing Opticon - NVIDIA: Designer of the OCP ORV3 power supply architecture Core Views and Arguments - Tatung Electric: Currently experiencing high demand for server power supply orders, cautiously expanding production due to concerns about the sustainability of NVIDIA's orders [2]. - Opticon: Facing significant thermal issues with their 3KW platform upgrade to 5.5KW, potentially leading to loss of orders [2]. - Lead Wealth (BYD Electronics): Offers complete solutions but has not yet passed NVIDIA's certification [2]. - Flex (Wencor): No significant progress reported on AC-DC, focusing on BBU and DCDC [2]. - McGregor Milltimeter: Showing potential to replace Opticon, with plans to start small-scale shipments in the first quarter of the year [2]. - NVIDIA: OCP ORV3 power supply architecture aims to improve data center efficiency, flexibility, and scalability [4]. Other Important Content - CRPS vs. OCP ORV3 Power Supplies: CRPS power supplies are redundant and have higher power output, while OCP ORV3 power supplies are designed for higher efficiency and flexibility [4]. - Market Space for NVIDIA GB200 Server AC-DC Power Supply in 2025: Estimated at 3.36 million power supplies [5]. - McGregor Milltimeter's Production Capacity: Currently has a 40 billion yuan production capacity, with plans to expand to 120 billion yuan with a new facility in Thailand [3].