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Back謝金河：Vera Rubin機櫃造價超780萬美元 台灣供應鏈為AI最大受益者
謝金河：Vera Rubin機櫃造價超780萬美元 台灣供應鏈為AI最大受益者
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自由时报1 hour agoBusiness2 min readChinaView translation

謝金河：Vera Rubin機櫃造價超780萬美元 台灣供應鏈為AI最大受益者

謝金河Vera RubinNVL72

Quick Look

財信傳媒集團董事長謝金河指出，據傳Nvidia Vera Rubin伺服器機櫃因零組件供應緊縮可能延遲，導致台股AI相關股價下跌。他透露單台Vera Rubin NVL72機櫃造價超過780萬美元（約2.4億台幣），並強調台灣在AI供應鏈中扮演關鍵角色，只要AI發展持續，台灣將繼續受益。

AI-generated summary

Why It Matters

財信傳媒集團董事長謝金河在臉書發文分析Nvidia Vera Rubin伺服器機櫃成本結構及其對台灣產業鏈的影響，並引用彭博報告指出黃仁勳預告2027年伺服器將漲價超過15%。

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輝達先進Vera Rubin伺服器機櫃助攻AI運算。（資料照）

〔即時新聞／綜合報導〕台股昨日力守47000點，但老AI股跌幅重，財信傳媒集團董事長謝金河指出，據傳是Vera Rubin受到零組件吃緊可能延遲，造成股價全面走跌，他直言一座Vera Rubin NVL72機櫃造價超過780萬美元（逾2.4億台幣），並指其養大台灣的供應鏈，只要AI繼續向前奔跑，台灣都會在這條賽道上奔馳。

謝金河在臉書以「這台機櫃決定台灣產業命運」為題發文指出，昨日伺服器相關個股跌幅不小，聽說是Vera Rubin受到零組件吃緊可能延遲，這看得出今年這台機櫃影響台灣產業鏈不小。

請繼續往下閱讀...

謝金河表示，最近彭博資訊撰寫一篇專文分析，標題：Pay it or Sit out！意思是買單或出局？因為黃仁勳已經通知2027年伺服器的漲幅將超過15%，Nvidia敢漲價，是因為大家都離不開它。

謝金河提到，彭博把這台Vera Rubin NVL72組成的零組件拆解，這台機櫃使用72顆Vera GPU價格是396萬美元，36顆Vera CPU 18萬美元，記憶體/儲存200.16萬美元，NVlink6交換器14.4萬美元，其他網路設備57.6萬美元，印刷電路板116730美元，ABF載板20340美元，電源供應器76000美元，散熱72080美元，MLCC/被動元件4320美元，其他零組件623278美元，機櫃組裝28800美元，一台機櫃造價780萬3148美元。

謝金河強調，把這些數字放在一起，首先可以確定的是AI是鉅額的投資實局，只有一路向前，沒有回頭路，這使得全球CSP大廠都投入砸錢的競賽，Amazon2200億美元，Google2050億美元，微軟1900億美元，Meta1445億美元，四大CSP大廠資本支出7450億美元，他們的資本支出都遠遠超過獲利，也造成自由現金流出現負值的市場隱憂。

其二是台灣在非紅供應鏈下是AI軍備競賽最大受益者，今天台灣有傲人的經濟成長率，人均所得水漲船高，對美國出口超過60%成長，上半年淨利3.67兆元，比去年同期增加95.3%，這完全來自為了追求算力的硬體投資。

例如，輝達的GPU來自台積電，電源供應器是台達電，交換器是智邦，散熱是奇鋐，雙鴻，高力，健策，ABF載板是欣興，南電，景碩，上游銅箔的台光電，台燿電，金居，聯茂，列在其他的也有川湖等。

謝金河直言，這台機櫃養大台灣的供應鏈，只要AI繼續向前奔跑，台灣都會在這條賽道上奔馳！

一手掌握經濟脈動 點我訂閱自由財經Youtube頻道

What to Watch

AI outlook — possibilities, not facts

  • Nvidia將在2027年將伺服器價格提升超過15%

    Likely · Within years

  • 台灣AI供應鏈將持續受惠於全球AI資本支出成長

    Very likely · Within years

Open Questions

  • Vera Rubin供應延遲的具體原因是什麼？
  • 台灣供應鏈中哪些環節最脆弱？
  • Nvidia漲價是否會導致雲端廠商減少訂單？

Related Topics

謝金河
People黃仁勳
Organizations財信傳媒集團Nvidia台積電台達電
Places台灣美國
TopicsVera RubinNVL72Nvidia台積電台達電AI供應鏈
This article was originally published by 自由时报.

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