英伟达首席财务官Colette M. Kress在2024年摩根士丹利TMT大会上发表讲话，揭示了人工智能（AI）和加速计算领域的巨大商业潜力。Kress指出，AI基础设施市场的规模预计将远远超过目前的1万亿美元，甚至可能接近2万亿美元。这一乐观预测基于英伟达首席执行官黄仁勋早前的一次路演表态。
Kress进一步强调了英伟达的战略定位，公司不仅仅是一家提供AI芯片的硬件公司，而是致力于成为数据中心加速计算解决方案的全面供应商。英伟达的愿景是通过创新的技术和服务，为客户提供高效的计算能力，以支持AI的快速发展。
展望未来，英伟达将持续投资于研发，以保持在图形处理单元（GPU）和加速计算领域的领先地位。随着AI技术的不断进步和应用场景的不断扩大，英伟达有望在这一快速增长的市场中占据更大的市场份额。
英文标题：Nvidia CFO Forecasts AI Infrastructure Market to Reach $200 Billion, Positioning Company Beyond Hardware
英文关键词：AI Infrastructure, Commercial Potential, Accelerated Computing
英文新闻内容：
Colette M. Kress, the Chief Financial Officer of Nvidia, delivered a keynote speech at the Morgan Stanley TMT Conference 2024, highlighting the immense commercial potential of artificial intelligence (AI) and accelerated computing. Kress indicated that the market for AI infrastructure is expected to surpass the current $1 trillion mark, potentially reaching as high as $200 billion. This optimistic forecast is based on a statement made by Nvidia CEO Jensen Huang during a previous roadshow.
Kress further emphasized Nvidia’s strategic positioning, emphasizing that the company is not solely a provider of AI chips and hardware, but rather a comprehensive supplier of accelerated computing solutions for data centers. Nvidia’s vision is to offer efficient computing capabilities to support the rapid development of AI through innovative technologies and services.
Looking ahead, Nvidia plans to continue investing in research and development to maintain its leadership in the graphics processing unit (GPU) and accelerated computing domains. As AI technology advances and application scenarios expand, Nvidia is poised to capture a larger share of this rapidly growing market.
【来源】https://wallstreetcn.com/articles/3709784
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