BERNSTEIN：2025 年第二季度人工智能服务器及边缘人工智能动态_夏季反弹

Alex Wang, CFA +852 2123 2613 alex.wang@bernsteinsg.com Mark Li +852 2123 2645 shirley.yang@bernsteinsg.com Ethan Xu 8 July 2025 Global Semiconductors & Hardware 2Q25 AI Server & Edge AI Pulse: A Summertime Rally? +852 2123 2634 ethan.xu@bernsteinsg.com Edward Hou, CFA +852 2123 2623 edward.hou@bernsteinsg.com Yipin Cai, CFA +852 2123 2669 yipin.cai@bernsteinsg.com Alrick Shaw +1 917 344 8454 alrick.shaw@bernsteinsg.com Arpad von Nemes +1 917 344 8461 arpad.vonnemes@bernsteinsg.com We are launching our quar ...