FT商学院

Fine porcelain maker Maruwa becomes the hottest bet for cooling AI data centres
这家瓷器制造商是如何站上AI风口的?

Japanese ceramics manufacturer’s two centuries of pottery experience help it take the heat out of the latest technology
日本陶瓷制造商丸和拥有两个世纪的制陶经验,这有助于它从最新的AI热潮中获利。
Analysts estimate Maruwa has 60% of the global market for heat dissipation substrates for vitally important optical transceivers

A Japanese company with more than two centuries of history in ceramic art and fine porcelain tableware has emerged as a surprise beneficiary of the rise of generative AI, electric vehicles and the technology sector’s intensifying war against heat.

一家在陶瓷艺术和精美瓷器餐具领域拥有超过两个世纪历史的日本公司,出人意料地成为了生成式人工智能、电动汽车以及科技行业对抗高温的意外受益者。

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