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测。Kress表示，随着AI与加速计算技术的快速发展，这一市场的潜力远超当前估测的1万亿美元，她预计市场规模可能攀升至惊人的2万亿美元。这一预测彰显了AI领域未来的广阔前景。
Kress引用了英伟达首席执行官黄仁勋的观点，强调公司在AI芯片市场之外的更广泛定位。她指出，英伟达不仅仅是一家硬件供应商，而是致力于为数据中心提供全方位加速计算解决方案的公司。这意味着英伟达正积极拓展其业务范围，从单纯的硬件制造扩展到提供包括软件和服务在内的整体解决方案，以满足全球对高效能、高效率AI运算日益增长的需求。
这一战略转变反映了英伟达对AI技术演进的深刻理解，即未来的竞争将不仅限于硬件性能，还包括软件优化和整体系统集成能力。随着AI在各个行业的广泛应用，英伟达的这一策略有望帮助其巩固市场地位，抓住AI基础设施市场的巨大机遇。
英语如下：
News Title: “NVIDIA CFO: AI Infrastructure Market Targets $2 Trillion, Company Positions Beyond Hardware Supplier”
Keywords: NVIDIA, AI market, trillion-scale
News Content: At the 2024 Morgan Stanley TMT Conference, NVIDIA’s Chief Financial Officer, Colette M. Kress, revealed an optimistic forecast for the artificial intelligence (AI) infrastructure market. Kress stated that with the rapid development of AI and accelerated computing technologies, the market’s potential exceeds the current estimate of $1 trillion, predicting a staggering growth to $2 trillion. This projection underscores the vast prospects for the AI sector in the future.
Quoting NVIDIA’s CEO, Jensen Huang, Kress emphasized the company’s broader positioning beyond the AI chip market. She pointed out that NVIDIA is not just a hardware supplier but a company dedicated to providing comprehensive accelerated computing solutions for data centers. This implies NVIDIA’s active expansion into offering holistic solutions encompassing software and services, in response to the growing global demand for high-performance and efficient AI computations.
This strategic shift reflects NVIDIA’s deep understanding of the evolution of AI technology, where future competition will not only be about hardware performance but also software optimization and overall system integration capabilities. As AI becomes increasingly prevalent across industries, this strategy is poised to help solidify NVIDIA’s market position and seize substantial opportunities in the AI infrastructure market.
【来源】https://wallstreetcn.com/articles/3709784
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