在2024年摩根士丹利TMT大会上，英伟达首席财务官Colette M. Kress透露了公司对于人工智能（AI）基础设施市场的乐观预期。她表示，随着AI和加速计算技术的快速发展，这一市场的规模预计将远超当前的1万亿美元，甚至可能接近2万亿美元的里程碑。这一预测凸显了AI领域日益增长的商业潜力和影响力。
Kress强调，英伟达并不仅仅把自己定义为一家硬件公司，提供AI芯片。相反，公司正积极转型，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先供应商。这意味着英伟达将深入到软件和服务层面，以满足日益复杂和多元化的人工智能应用需求。
这一战略转变反映了英伟达对AI市场的深度洞察，以及对未来技术发展趋势的前瞻性把握。通过提供一体化的解决方案，英伟达旨在帮助全球的数据中心提升运算效率，加速各类AI应用的研发和部署，从而在竞争激烈的市场中占据更有利的位置。
随着AI技术的广泛应用，从云计算到自动驾驶，从医疗诊断到金融科技，英伟达的这一战略定位将为其打开更广阔的市场空间。英伟达CEO黄仁勋的路演言论也进一步证实了公司对这一市场的雄心壮志，显示出他们对AI领域的坚定信心和长期承诺。
英语如下：
News Title: “NVIDIA CFO Sees Explosive Growth in AI Infrastructure Market, Targets $2 Trillion”
Keywords: NVIDIA, AI market, trillion-dollar scale
News Content: At the 2024 Morgan Stanley TMT Conference, NVIDIA’s Chief Financial Officer, Colette M. Kress, revealed the company’s optimistic outlook for the artificial intelligence (AI) infrastructure market. She stated that with the rapid advancement of AI and accelerated computing technologies, this market is expected to surpass its current $1 trillion valuation and could potentially approach the milestone of $2 trillion. This forecast underscores the growing commercial potential and influence within the AI domain.
Kress emphasized that NVIDIA does not confine itself to being a hardware company merely providing AI chips. Instead, the company is actively transforming to position itself as a leading supplier of comprehensive accelerated computing solutions for data centers. This entails delving into software and services to cater to the increasingly complex and diverse demands of AI applications.
This strategic shift reflects NVIDIA’s profound understanding of the AI market and its forward-looking grasp of technological trends. By offering integrated solutions, the company aims to enhance the computational efficiency of data centers worldwide, accelerating the development and deployment of various AI applications, thereby strengthening its competitive stance in the market.
As AI technology permeates various sectors, from cloud computing to autonomous driving, from medical diagnosis to fintech, NVIDIA’s strategic positioning will open up broader market opportunities. The keynote remarks by NVIDIA’s CEO, Jensen Huang, further affirm the company’s ambitious aspirations in this market, demonstrating their unwavering confidence and long-term commitment to the AI domain.
【来源】https://wallstreetcn.com/articles/3709784
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