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）表示，尽管英伟达CEO黄仁勋承认供应链限制问题正在逐步改善，但GPU芯片的高价压力可能在明年得到显著缓解。戈德西预测，随着2023年市场供需关系的再平衡，英伟达GPU芯片的价格将出现大幅下降，这将对全球范围内的AI科技巨头和初创公司的商业模式产生深远影响。
黄仁勋近期指出，尽管供应问题有所改善，但GPU的市场需求在2024年甚至2025年仍可能超过供应，暗示了长期的供不应求局面。然而，戈德西的言论为业界带来了一丝希望，他相信价格的暴跌将有助于降低AI技术的入门门槛，促进更多公司采用先进的计算资源，推动人工智能领域的创新和发展。
Databricks作为一家估值430亿美元的领先AI软件公司，其CEO的预测对行业具有重要参考价值。若GPU价格如预期般下跌，不仅可能影响英伟达的盈利能力，还可能重塑AI产业链的定价策略，促使行业进入一个更加竞争激烈的新阶段。这一变化将考验各公司如何在成本降低的同时，维持或提升其产品和服务的竞争力。
英语如下：
**News Title:** “Databricks CEO Forecasts Significant Drop in NVIDIA GPU Prices Next Year”
**Keywords:** GPU prices, supply and demand balance, AI impact
**News Content:**
### Databricks CEO Predicts Sharp Decline in NVIDIA GPU Prices in 2023
According to the latest report from TMTimes, Ali Ghodsi, co-founder and CEO of US AI software company Databricks, has stated that while NVIDIA CEO Jensen Huang acknowledges that supply chain constraints are improving, the high prices of GPU chips could see significant relief next year. Ghodsi forecasts a substantial price decrease for NVIDIA GPUs in 2023 as the market readjusts to a new balance of supply and demand, with far-reaching implications for AI giants and startups worldwide.
Huang recently indicated that while supply issues are easing, demand for GPUs could outstrip supply until 2024 or even 2025, suggesting a persistent supply shortage. However, Ghodsi’s comments offer a glimmer of hope, as he believes the price plunge will lower the barrier to entry for AI technology, encouraging more companies to adopt advanced computing resources and fuel innovation in the AI sector.
With Databricks, a leading AI software company valued at $43 billion, its CEO’s predictions carry significant weight in the industry. If GPU prices fall as anticipated, this could not only impact NVIDIA’s profitability but also reshape pricing strategies across the AI supply chain, ushering in a more competitive phase for the industry. This shift will test companies’ abilities to maintain or enhance their product and service competitiveness while benefiting from reduced costs.
【来源】https://www.tmtpost.com/6974003.html
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