在2024年摩根士丹利TMT大会上，英伟达首席财务官(CFO) Colette M. Kress透露，人工智能（AI）基础设施市场的潜力远超预期，有望达到2万亿美元的规模。这一预测显著高于当前估计的1万亿美元，显示出AI与加速计算领域正孕育着巨大的商业机遇。
Kress引用了英伟达首席执行官黄仁勋的观点，强调AI市场的潜力几乎翻倍，预示着一场技术革命的浪潮正在酝酿。她表示，英伟达并不满足于仅仅作为一家硬件供应商的角色，而是致力于成为数据中心提供全方位加速计算解决方案的领导者。这表明英伟达正积极布局，从单纯的芯片制造商向更全面的服务提供商转型，以满足全球对高效能AI计算日益增长的需求。
这一战略转变反映了英伟达对AI市场的深度洞察，以及对未来的远见卓识。随着AI技术在医疗、金融、教育等领域的广泛应用，对相应基础设施的需求也在急剧增加。英伟达的全面解决方案将涵盖硬件、软件和服务，旨在为客户提供一站式的高性能计算支持，以应对日益复杂的AI应用场景。
Kress的发言揭示了英伟达在AI领域的雄心壮志，该公司正全力以赴，准备抓住这一历史性机遇，巩固其在人工智能计算领域的领先地位。这一市场预期的提升，无疑将对全球科技产业产生深远影响，推动AI技术的创新与应用进入全新阶段。
英语如下：
News Title: “NVIDIA CFO Sees Booming Potential in AI Infrastructure Market, Targets $2 Trillion Opportunity”
Keywords: NVIDIA, AI market, accelerated computing
News Content: During the 2024 Morgan Stanley TMT Conference, NVIDIA’s Chief Financial Officer (CFO), Colette M. Kress, revealed that the artificial intelligence (AI) infrastructure market’s potential is significantly larger than anticipated, with a projected value of $2 trillion. This estimate surpasses the current projection of $1 trillion, indicating substantial business opportunities emerging in the AI and accelerated computing sectors.
Kress referenced NVIDIA CEO Jensen Huang’s perspective, emphasizing that the AI market’s potential nearly doubles, foreshadowing a wave of technological revolution. She stated that NVIDIA aims to be more than just a hardware supplier, positioning itself as a leader in providing comprehensive accelerated computing solutions for data centers. This shift suggests NVIDIA’s proactive strategy to transform from a chip manufacturer into a more comprehensive service provider to cater to the growing global demand for high-performance AI computing.
This strategic shift reflects NVIDIA’s deep understanding of the AI market and its foresight into the future. As AI technology becomes increasingly prevalent in healthcare, finance, education, and other sectors, the demand for corresponding infrastructure is escalating rapidly. NVIDIA’s all-encompassing solutions will span hardware, software, and services, designed to offer clients a one-stop-shop for high-performance computing support to tackle the growing complexity of AI applications.
Kress’s remarks underscore NVIDIA’s ambitious aspirations in the AI domain, with the company gearing up to seize this historic opportunity and solidify its leadership in AI computing. The raised market expectations are set to have a profound impact on the global tech industry, propelling AI technology innovation and application into a new era.
【来源】https://wallstreetcn.com/articles/3709784
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