· 供应链分析

三星SDI圆柱电池短缺成瓶颈,影响Meta和Amazon的BBU供应。

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中文翻译

看来高功率圆柱形电池/BBU电池出现了短缺(即瓶颈): - 三星SDI向Simplo供应电芯,Simplo将其组装成BBU供应给$META和$AMZN。 - 随着数据中心需求的增加,三星SDI圆柱形电池的生产已[链接]。

英文原文

Looks like there's a high power cylindrical cell / BBU cell shortage (aka: bottleneck): - Samsung SDI supplies the cells to Simplo, which assembles them into BBUs for $META to $AMZN. - As demand from data centers has increased, production of Samsung SDI's cylindrical cells has https://t.co/MNmNAJ0POv

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