DigiTimes· Lily Hess·· 2 小时前
AI 疑虑升温，但服务器供应链订单需求仍强劲
AI doubts mount, but server supply chain still sees strong demand
事实摘要
尽管围绕 AI 的担忧加深、负面消息不断，AI 服务器供应链厂商称客户订单依然强劲。业界消息称，NVIDIA GPU 服务器正处于新旧平台之间的过渡阶段。
原文与核验
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正文 · 原文摘要
As concerns over AI deepen and negative headlines continue to emerge, companies across the AI server supply chain say customer orders remain strong. Industry sources said Nvidia GPU servers are entering a transition phase between old and new platforms. However, ASIC servers are filling the gap, supporting a positive outlook for the fourth quarter of 2026 as Nvidia's Vera Rubin shipments gradually ramp up in the first quarter of 2027.
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来源：DigiTimes · digitimes.com
所属事件：AI服务器供应链称客户订单仍强劲