据 udn 报道，业内人士预测，人工智能（AI）服务器的推出将使得服务器平均出货单价（ASP）从 8500 至 9000 美元上涨到 1 万美元以上。
这是因为与普通服务器相比，AI 服务器的散热和 PCB 单价将增长 9-10 倍，电源供应器增长约 7 倍，冷却风扇、导轨与机箱增长 3 至 4 倍，内存与交换器增长约 2 倍。预计 AI 服务器将在今年第四季度大量出货，这将推动 AI 服务器供应链在 2024 年实现业绩上扬。
此前华硕公布组织调整，积极招聘人才发展 AI 服务器业务。为了推进 AI 服务器业务，华硕原服务器事业部总经理金庆柏将兼任集团资安长，专注于资安领域。此外，华硕还招揽了前戴尔大中华区总经理朱培兰，担任华硕服务器部门主管、副总裁和资料中心事业处技术长。
摩根士丹利证券（大摩）发布的最新报告指出，由于来自美国超大云端服务供应商的订单增加，特别是微软，再加上沙特阿拉伯新增的人工智能（AI）需求，因此调高今年 AI服务器出货量年增率上看 70%。
来源：站长之家
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