As the AI market develops, many beneficiaries of the AI trend are well-known and obvious, but today I want to talk about something that I dare say over 90% of people don't know about—an industry that quietly makes big money, which is inductors.

With the continuous upgrade of GPUs, the core working voltage of a GPU is only 0.8 volts, but the supply current can reach hundreds or even thousands of amperes. This is a typical low-voltage, high-current scenario, where high-end inductors play a crucial role in stabilizing voltage.
With NVIDIA's GB300 single cards using 40 to 50 inductors, and NVIDIA Rubin cabinets surpassing 9,000 inductors, this is an extremely explosive amount of usage.
A domestic company is an indirect core supplier to NVIDIA in the high-end inductor field and is currently experiencing a simultaneous increase in both volume and price.
For those who are unaware, you can also review my previous content where I specifically mentioned this.