weilabweilab供應鏈研究
總覽探索研究主題公司比較估值方案問答
© 2026 weilab — 供應鏈研究實驗室
比較方案
登入

NVIDIA DSX AI Data Center / variant

DSX Container AI Factory

探索

Transportable DSX AI-factory concept: a compact container shell carrying DSX-ready compute racks, power intake/conditioning, liquid-cooling loop, and DSX Exchange telemetry for grid-aware operations. NVIDIA sources describe DSX as a full-stack AI-factory reference design and DSX Flex / Exchange as the grid and operations integration layers; the container form factor is modeled for /explore visualization. [1][2][5]

Cooling
liquid
Optics
copper-or-optical
Form factor
container-data-center
TDP
—
Process
—
Launch
2026+

出貨量預估

區間 + 信心水準 + 來源;不同分析師、不同時點的預估會並列。

尚無 forecast 紀錄。

Server-level BOM

每行 = 單一機台的零組件 slot。share % 是該供應商在此 component 的估計份額。

Compute

GPU / CPU dies — the headline silicon.

1 項零組件
  • DSX-ready accelerated compute racksgating

    High-density accelerated compute rack payload following NVIDIA DSX Reference Design coverage of compute, networking, storage, facilities infrastructure, and hardware cluster design. NVIDIA Taiwan names Dell, HPE, Lenovo, Supermicro, ASUS, Foxconn, Gigabyte, Pegatron, QCT, Wistron, and Wiwynn as builders of NVIDIA DSX-ready systems. [1][5]

    alt
    66
    6669.TWalt
    Wiwynn (緯穎)
    NT$5,130
    +0.98%
alt
23
2357.TWalt
ASUS (華碩)
NT$789.00
-1.74%
1°
NV
NVDA
NVIDIA
$204.65
-1.33%
alt
23
2376.TWalt
GIGABYTE (技嘉)
NT$344.00
-1.01%
alt
49
4938.TWalt
Pegatron (和碩)
NT$82.90
-0.12%
alt
23
2317.TWalt
鴻海
NT$268.50
-1.29%
alt
32
3231.TWalt
緯創
NT$161.50
-0.62%

Cooling

Cold plate, CDU, hoses, manifolds.

1 項零組件
  • Liquid-cooling loop and cooling-plant interfacegating

    Liquid-cooling distribution and plant interface for DSX AI factories. NVIDIA describes MaxLPS as combining 45C liquid cooling and in-rack performance/Watt to run up to 40% more GPUs at an efficient operating point. [4][5]

    ×1 loop· copper + coolant
    alt
    TT
    TTalt
    Trane Technologies plc
    $472.51
    -0.60%
    1°
    VR
    VRT
    Vertiv Holdings
    $317.58
    +6.00%

Power

PSUs, busbars, BBU.

1 項零組件
  • Grid-responsive power traingating

    Power intake, conversion, and control path connected to DSX Flex, which bridges AI factories to grid signals, utility sources, renewables, storage, load shedding, demand response, and pricing events. [1][5]

    ×1 power train
    alt
    23
    2308.TW
    台達電
    NT$2,150
    -0.23%
    alt
    SU
    SU.PAalt
    Schneider Electric SE
    €288.70
    +2.10%
    alt
    ET
    ETNalt
    Eaton Corporation
    $409.64
    +0.47%
    alt
    SI
    SIE.DEalt
    Siemens AG
    €274.95
    +0.68%

Networking

NICs, switches, cables, CPO modules.

1 項零組件
  • DSX Exchange telemetry and operations fabricgating

    Operations layer integrating compute, network, energy, power, cooling-plant, IT/OT, and operations-system signals for DSX AI factories. [1][5]

    ×1 software layer
    1°
    NV
    NVDA
    NVIDIA
    $204.65
    -1.33%

Chassis & Mechanical

Rack, sleds, trays, brackets, heatsink fins.

1 項零組件
  • Container enclosure and utility hook-up

    Transportable enclosure, doors, rack rails, cable/piping chases, and external utility hook-up modeled for /explore. Public DSX sources describe the AI-factory stack and partner infrastructure; the container shell is a visualization packaging assumption.

    ×1 enclosure· steel
    alt
    FL
    FLEXalt
    Flex Ltd.
    $143.13
    -2.59%