郭明錤：OpenAI ASIC AI 服务器预计 2026 年四季度出货，水冷设计成新趋势
近日，著名分析师郭明錤发布了一份关于纬创资通子公司纬颖科技的运营报告，透露了有关人工智能服务器的最新动态。他指出，OpenAI 即将推出的 ASIC AI 服务器，预计最快将在2026年第四季度开始出货。这款服务器的芯片设计由知名科技公司 Broadcom 负责，技术实力不容小觑。根据郭明錤的分析，当前亚马逊的 Trainium2服务器在风冷版本下已经开始大量出货，并且纬颖的生产线已处于满负荷运转状态。值得注意的是，水冷版本的 Trainium 服务器也将在2026年第四季度进行量产，显示出对更高效能
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