随着人工智能技术的不断突破，生成式AI的发展已经达到了一个引爆点。英伟达公司近日公布的第四季度财报显示，其营收和利润均创下了历史新高，实现了连续三个季度的持续增长，全年营收更是增长了126%。这一成绩的取得，很大程度上得益于服务器AI芯片需求的急剧增加。
英伟达第四季度营收达到了221亿美元，较上一季度增长了22%，同比更是猛增了265%，远超分析师预期的204.1亿美元。净利润方面，第四季度英伟达净利润达到了123亿美元，同比增长了769%。这一亮眼的成绩，不仅显示了英伟达在AI领域的强劲实力，也反映了市场对AI技术的巨大需求。
英伟达CEO黄仁勋在财报电话会议上表示，生成式人工智能已经触及了“引爆点”，这意味着AI技术的应用正在加速渗透到各个行业和领域。英伟达的CFO也指出，公司下一代产品的市场需求远远超过了供给水平，这表明了市场对于高性能AI芯片的迫切需求。
这一系列数据和评论表明，AI技术的发展正在加速，而英伟达作为AI芯片领域的领先企业，正迎来一个前所未有的发展机遇。随着AI技术的不断成熟和广泛应用，英伟达的未来前景值得期待。
英语如下：
Title: “AI Chip Frenzy: NVIDIA Records Breakout Revenue, CEO Jensen Huang Cites Generative AI Tipping Point”
Keywords: AI Explosion, NVIDIA Record Revenue, Exceeds Expectations
Content:
With the continuous breakthroughs in artificial intelligence technology, the development of generative AI has reached a tipping point. NVIDIA recently reported record-breaking revenue and profit for the fourth quarter, achieving continuous growth for three consecutive quarters and a year-on-year growth of 126%. This achievement is largely attributed to a sharp increase in demand for AI server chips.
NVIDIA’s fourth-quarter revenue reached $22.1 billion, a 22% increase over the previous quarter and a 265% surge year-on-year, far exceeding the analysts’ expectation of $20.41 billion. In terms of net income, NVIDIA’s fourth-quarter profit reached $1.23 billion, a 769% increase year-on-year. This outstanding performance not only demonstrates NVIDIA’s strong strength in the AI sector but also reflects the massive demand for AI technology in the market.
NVIDIA CEO Jensen Huang stated during the earnings call that generative artificial intelligence has reached a “tipping point,” indicating that the applications of AI are accelerating their penetration into various industries and fields. NVIDIA’s CFO also pointed out that the demand for the company’s next-generation products far exceeds supply levels, indicating the urgent need for high-performance AI chips in the market.
These sets of data and comments indicate that the development of AI technology is accelerating, and NVIDIA, as a leading company in the AI chip sector, is poised to seize an unprecedented development opportunity. With the continuous maturation and widespread application of AI technology, NVIDIA’s future outlook is worth looking forward to.
【来源】https://wallstreetcn.com/articles/3708764
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