服务器：OCP 的 10 大关键要点

J P M O R G A N Asia Pacific Equity Research 08 August 2025 Servers 10 key takeaways from APAC's OCP Summit We attended APAC's OCP (Open Compute Project) Summit in Taipei on Aug 5-6. There was an opening keynote, four parallel breakout sessions, and a product exhibition with 36 companies participating. The key topics were centered around four key pain points of AI server development – 1) power consumption increase (high-voltage power supply); 2) thermal management (liquid cooling); 3) networking (scale up a ...