在2024年摩根士丹利TMT大会上，英伟达首席财务官Colette M. Kress透露了对于人工智能（AI）基础设施市场的乐观预期，认为这一市场的规模有望突破2万亿美元。Kress的这一观点反映出英伟达对AI和加速计算技术商业潜力的深度洞察，她指出，当前市场的估值已超过1万亿美元，但其增长潜力远未触及天花板。
Kress引用了英伟达首席执行官黄仁勋的言论，黄仁勋曾在一次路演中预估，AI基础设施的市场潜力可能接近2万亿美元的规模。这一预测表明，随着AI技术的广泛应用和深化，相关基础设施的需求将持续强劲增长。
值得注意的是，Kress强调英伟达并不仅仅把自己定位为AI芯片的供应商，而是致力于成为为数据中心提供全方位加速计算解决方案的领导者。这意味着英伟达的战略已经超越了硬件层面，旨在通过提供包括软件、服务和整体解决方案在内的全面支持，来满足日益增长的AI计算需求。
这一转变表明，英伟达正积极拥抱AI时代的变革，旨在通过提供更综合的服务，占据AI基础设施市场的战略高地，从而在激烈的市场竞争中保持领先地位。随着AI技术的不断发展和应用，英伟达的这一战略定位有望为其打开更广阔的市场空间。
英语如下：
News Title: “NVIDIA CFO: AI Infrastructure Market Booms with $2T Potential, Company Aims Beyond Hardware”
Keywords: NVIDIA, AI market, accelerated computing
News Content: At the 2024 Morgan Stanley TMT Conference, NVIDIA’s Chief Financial Officer, Colette M. Kress, expressed an optimistic outlook on the artificial intelligence (AI) infrastructure market, estimating its potential to surpass $2 trillion. Kress’s perspective underscores NVIDIA’s deep understanding of the commercial potential in AI and accelerated computing, noting that the current market valuation already exceeds $1 trillion, but its growth potential is far from tapped.
Quoting NVIDIA’s CEO, Jensen Huang, who previously projected that the AI infrastructure market could approach a $2 trillion scale during a roadshow, this forecast suggests a sustained strong demand for AI-related infrastructure as the technology becomes more widely adopted and advanced.
Significantly, Kress emphasized that NVIDIA does not position itself merely as an AI chip supplier. Instead, the company aims to be a leader in providing comprehensive accelerated computing solutions for data centers. This strategic shift indicates that NVIDIA’s focus extends beyond hardware, with a goal to offer comprehensive support including software, services, and overall solutions to cater to the growing AI computing requirements.
This transition signals that NVIDIA is proactively embracing the transformation of the AI era, striving to secure a strategic高地 in the AI infrastructure market through more integrated services, thereby maintaining its competitive edge in the fierce market competition. As AI technology continues to evolve and find new applications, this strategic positioning is poised to open up broader market opportunities for NVIDIA.
【来源】https://wallstreetcn.com/articles/3709784
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