【GPU芯片市场将迎来转折点,Databricks CEO预测明年价格将大幅下降】据钛媒体最新报道,全球AI软件领域的领头羊,估值430亿美元的Databricks公司联合创始人兼CEO阿里·戈德西(Ali Ghodsi)近期公开表示,随着市场供需状况在明年逐步恢复平衡,英伟达(NVIDIA)的GPU芯片价格将出现显著下降。这一预测为科技行业,尤其是依赖GPU进行深度学习和人工智能计算的公司,带来了新的期待。
近期,英伟达CEO黄仁勋也指出,公司近期面临的供应限制问题正在得到改善,但他同时警告,GPU的供需紧张状态可能将持续到2024年甚至2025年。然而,戈德西的言论为这个时间表添加了一丝变数,暗示市场可能会比预期更早迎来价格回调。
GPU价格的暴跌将对整个科技行业产生深远影响,包括大型科技巨头和初创公司在内的众多依赖GPU进行研发和运营的公司,其商业模式可能会因此得到重塑。降低成本将为这些公司提供更大的空间进行创新和扩张,同时也可能加剧市场竞争,推动技术的快速发展。
这一预测为全球科技市场带来了新的不确定性,同时也为那些正在等待投资GPU技术的公司提供了可能的机遇。业界将持续关注这一变化,以应对可能到来的市场调整。
英语如下:
News Title: “GPU Chip Prices on the Verge of a Tumble? Databricks CEO Forecasts NVIDIA Chip Discounts Next Year”
Keywords: GPU price drop, supply and demand balance, AI impact
News Content: 【GPU chip market poised for a turnaround as Databricks CEO predicts significant price decline in 2023】According to the latest report from TMTPOST, Ali Ghodsi, co-founder and CEO of Databricks, a global AI software leader valued at $43 billion, has recently stated that NVIDIA’s GPU chips are expected to see notable price reductions next year as the market供需 dynamics normalize. This forecast brings fresh hope to the tech industry, particularly companies relying on GPUs for deep learning and AI computations.
Recently, NVIDIA’s CEO, Jensen Huang, acknowledged that the company’s supply constraints are improving but warned that the GPU supply crunch might persist until 2024 or even 2025. However, Ghodsi’s comments introduce an element of uncertainty to this timeline, suggesting a potential price correction earlier than anticipated.
A significant drop in GPU prices would have far-reaching implications across the tech industry, with companies, both tech giants and startups, relying on GPUs for research and operations, possibly witnessing a reshaping of their business models. Lower costs would provide these companies more room for innovation and expansion, while also intensifying competition and accelerating technological advancement.
This prediction introduces new uncertainties to the global tech market but also presents opportunities for companies awaiting investment in GPU technology. The industry will closely monitor these developments to prepare for potential market adjustments.
【来源】https://www.tmtpost.com/6974003.html
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