$思源电气(SZ002028)$切入英伟达供应链 超级电容2026营收可能超5亿美元
Sieyuan Electric’s 800V HVDC & supercapacitors are gaining traction in NVIDIA’s AIDC supply chain for Rubin/GB300 platforms. Their UL-certified systems address the 1000A+ current demands of next-gen AI clusters.
North American data center operators (Microsoft, Google) are prioritizing Sieyuan for short lead times (≤12 months vs. 2–3 years for Western peers).
关键信息： 产品：800V 高压直流、超级电容 场景：NVIDIA Rubin/GB300 AI 数据中心 优势：交付周期≤12 个月（欧美同行 2–3 年） 评论区： （台达电子北美供应链经理）：Confirmed. Sieyuan is a key vendor for our NVIDIA OCP projects. Their supercapacitors solve transient load issues.
（高盛电力设备分析师）：Sieyuan’s AIDC revenue could hit $500M+ in 2026 as GB300 scales.