英伟达瞄准2万亿美元AI基础设施市场，不再局限于硬件
在2024年摩根士丹利TMT大会上，英伟达首席财务官Colette M. Kress表示，公司看到了AI和加速计算的巨大商业潜力，预计AI基础设施市场规模将远不止现在的1万亿美元。
Kress透露，英伟达首席执行官黄仁勋曾在一次路演中表示，该市场规模可能接近2万亿美元。她强调，英伟达不仅仅将自己定位为一个提供AI芯片的硬件公司，而是一个为数据中心提供整体加速计算解决方案的公司。
Kress指出，英伟达的AI基础设施包括其GPU、网络、存储和软件。这些组件共同为客户提供了一个完整的平台，可以开发和部署AI应用程序。
她还表示，英伟达正在与领先的云提供商和系统制造商合作，为客户提供端到端的AI解决方案。英伟达相信，通过提供全面的AI基础设施，公司可以帮助客户释放AI的全部潜力。
英伟达的战略转变反映了AI市场不断增长的需求。随着企业越来越多地采用AI技术，对AI基础设施的需求也在不断增长。英伟达希望通过提供全面的解决方案来满足这一需求，并巩固其在AI市场中的领先地位。
分析师认为，英伟达瞄准2万亿美元AI基础设施市场是明智之举。随着AI技术的快速发展，该市场有望在未来几年内大幅增长。英伟达拥有强大的产品组合和领先的市场地位，有望从这一增长中受益匪浅。
英语如下：
**Headline:** Nvidia Targets $2 Trillion AI Market, Moves Beyond Being Justa Hardware Company
**Keywords:** AI market, Nvidia, end-to-end solutions
**Body:**
Nvidia is targeting the $2 trillion AI infrastructuremarket, moving beyond its focus on hardware alone.
Speaking at the Morgan Stanley TMT Conference 2024, Nvidia’s Chief Financial Officer Colette M. Kress said that the company sees a massive commercial opportunity in AI and accelerated computing, with the AI infrastructure market size set to exceed the current $1trillion estimate.
Kress revealed that Nvidia CEO Jensen Huang has said during a roadshow that the market size could be closer to $2 trillion. She emphasized that Nvidia does not view itself as a hardware company providing AI chips, but rather as a provider of end-to-end accelerated computing solutions for data centers.
Kress outlined that Nvidia’s AI infrastructure includes its GPUs, networking, storage, and software. Together, these components provide customers with a complete platform to develop and deploy AI applications.
She added that Nvidia is collaborating with leading cloud providers and system manufacturers to offer end-to-end AI solutions for customers.By providing a comprehensive AI infrastructure, Nvidia believes it can help customers unlock the full potential of AI.
Nvidia’s strategic shift reflects the growing demand for AI in the market. As businesses increasingly adopt AI technologies, the need for AI infrastructure is escalating. Nvidia aims to address this demand by offering comprehensive solutions and cement its leadership position in the AI market.
Analysts believe that Nvidia’s move to target the $2 trillion AI infrastructure market is a smart one. With AI technology rapidly evolving, the market is expected to grow significantly in the coming years. Nvidia, with its strong product portfolio and market leadership, is well-positioned to benefit from this growth.
【来源】https://wallstreetcn.com/articles/3709784
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