据钛媒体最新报道，美国AI软件公司Databricks的联合创始人兼CEO阿里·戈德西（Ali Ghodsi）近期发表看法，预测英伟达GPU芯片的价格将在明年出现显著下滑。这一观点与英伟达CEO黄仁勋的近期表态形成对比，黄仁勋虽然表示供应限制问题正在缓解，但同时也警告称，GPU的供需紧张状况可能将持续至2024年甚至2025年。
戈德西的预测基于他对未来市场供需平衡的判断。他认为，随着2023年供需关系的再平衡，英伟达GPU芯片的价格将出现“暴跌”。这一变化将对全球范围内的AI科技巨头和初创公司产生深远影响，因为GPU是许多AI应用的核心组件，价格波动直接影响到这些公司的成本结构和商业模式。
目前，Databricks自身估值已达430亿美元，是AI领域的重量级企业。戈德西的言论无疑为业界提供了一个重要的市场信号，可能会引发业界对GPU采购策略的重新评估，以及对AI技术研发和商业化路径的再思考。随着GPU价格的可能下降，一些原本因成本压力而受限的AI项目可能获得新的发展机会，而那些依赖GPU的公司则可能需要调整其财务预测和运营策略。
这一动态将如何演变，以及它将如何重塑AI行业的格局，值得业界持续关注。
英语如下：
**News Title:** “Databricks CEO Forecasts: NVIDIA GPU Prices to Plunge in 2023”
**Keywords:** GPU prices, supply-demand balance, AI impact
**News Content:**
Title: Databricks CEO Predicts Sharp Decline in NVIDIA GPU Prices in 2023, Reshaping the AI Ecosystem
According to the latest report from TMTPOST, Ali Ghodsi, co-founder and CEO of US AI software company Databricks, recently shared his insight, forecasting a substantial drop in the prices of NVIDIA GPU chips next year. This contrasts with NVIDIA CEO Jensen Huang’s recent statement, who, while acknowledging that supply constraints are easing, cautioned that the GPU供需 imbalance might persist until 2024 or even 2025.
Ghodsi’s prediction is rooted in his assessment of future market equilibrium. He believes that as supply and demand rebalance in 2023, NVIDIA GPU prices will experience a “precipitous fall.” This shift will have profound implications for AI giants and startups worldwide, as GPUs are a critical component in many AI applications, directly impacting these companies’ cost structures and business models.
Currently, Databricks itself is valued at $43 billion, a major player in the AI sector. Ghodsi’s comments undoubtedly signal an important market indicator that could prompt a reassessment of GPU procurement strategies in the industry and a reconsideration of AI research and commercialization paths. With potential GPU price declines, AI projects previously constrained by cost pressures may find new opportunities for growth, while GPU-dependent companies might need to revise their financial forecasts and operational strategies.
How this development unfolds and how it will reshape the landscape of the AI industry is a matter of continued interest for the sector.
【来源】https://www.tmtpost.com/6974003.html
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