AI基础设施繁荣将驱动发电机/备用电源板块订单确定性重估

AI基础设施繁荣将驱动发电机/备用电源板块订单确定性重估——电力设备从成本中心转向AI算力基础设施的必要产能

This generator stock will get a boost from the AI infrastructure boom, says Jefferies

There are ongoing negotiations with multiple hyperscalers for large backup generator supply contracts, Jefferies pointed…