Vertiv是一家数据中心硬件公司,在AI繁荣中看到订单激增,但面临更廉价的中国创业挑战。
Vertiv, a data center hardware company, sees orders surge amid AI boom, but faces challenge from cheaper Chinese startup.
Vertiv是一家专门从事液化冷却技术等数据中心硬件的公司,它为数据中心行业提供了另一种投资选择。
Vertiv, a company specializing in data center hardware like liquid cooling technology, presents an alternative investment option in the data center industry.
Vertiv公司将获益于主要科技公司对AI基础设施的不断增长的投资。
With a 37% increase in orders over the last year, Vertiv is set to benefit from major tech companies' growing investments in AI infrastructure.
然而,中国人工智能启动机构DeepSeek(DeepSeek)声称使用较便宜的硬件,这可能会减少对先进的GPU和新数据中心的需求,从而影响Vertiv的增长。
However, the rise of a Chinese AI startup, DeepSeek, which claims to use less expensive hardware, could reduce the demand for advanced GPUs and new data centers, impacting Vertiv's growth.