近日，英伟达CEO黄仁勋在面对业界竞争时表现出强烈的自信。他宣称，即便竞争对手的AI芯片免费提供，也无法击败英伟达的方案。黄仁勋对英伟达GPU的性能与市场策略充满信心，他认为GPU的定价在AI数据中心的总拥有成本（TCO）中并非关键因素。
黄仁勋进一步解释说，英伟达的GPU之所以难以被超越，不仅仅是因为其性能强大，更在于其提供的综合解决方案。他指出，运营数据中心的企业在选择芯片时，不仅考虑价格，更关注的是部署时间、性能、利用率和灵活性等综合因素。英伟达的优势在于其产品在这些方面的表现突出，这也是其在竞争中保持领先的关键。
黄仁勋强调，英伟达以“完全开放的方式”与行业内的众多合作伙伴合作，这种开放的合作态度也增强了英伟达的市场竞争力。他认为，买卖芯片的个人或公司可能会关注芯片的价格，但从整个数据中心运营的角度来看，总体拥有成本才是最重要的。因此，即便有竞争对手的芯片是免费的，但如果在总拥有成本上不具备优势，那么它也不够便宜。
这一言论反映出黄仁勋对英伟达在AI芯片市场的长期竞争地位有着坚定的信心。他认为，英伟达不仅在技术上领先，更在市场策略和合作模式上占据了优势。黄仁勋的这番言论，无疑为业界对AI芯片市场的竞争格局提供了新的思考角度。
英语如下：
### News Title: NVIDIA CEO Jensen Huang: Competitor’s Free Chips Difficult to Overcome Our Advantages
Keywords: NVIDIA Confidence, GPU Superiority, TCO Consideration.
#### News Content:
##### Xinhua News Agency
Recently, NVIDIA CEO Jensen Huang has shown strong confidence in the face of industry competition. He claimed that even if competitors’ AI chips are provided free of charge, they cannot defeat NVIDIA’s solutions. Huang is confident in the performance and market strategy of NVIDIA’s GPUs, believing that the pricing of GPUs is not a critical factor in the total cost of ownership (TCO) of AI data centers.
Huang further explained that the reason NVIDIA’s GPUs are hard to surpass is not only due to their powerful performance but also because of the comprehensive solutions they provide. He pointed out that enterprises operating data centers consider not only price but also factors such as deployment time, performance, utilization, and flexibility when choosing chips. NVIDIA’s advantage lies in the outstanding performance of its products in these areas, which is also the key to maintaining a leading position in competition.
Huang emphasized that NVIDIA collaborates with many industry partners in a “completely open manner,” which also enhances NVIDIA’s market competitiveness. He believes that individuals or companies buying chips may focus on the price of the chips, but from the perspective of data center operations, total cost of ownership is most important. Therefore, even if a competitor’s chips are free, they are not cheap enough if they do not have a advantage in total cost of ownership.
This statement reflects Huang’s firm confidence in NVIDIA’s long-term competitive position in the AI chip market. He believes that NVIDIA not only leads technologically but also has an advantage in market strategies and cooperation models. Huang’s remarks undoubtedly provide a new perspective for the industry to consider the competitive landscape of the AI chip market.
【来源】https://www.ithome.com/0/754/854.htm
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