英伟达CEO黄仁勋近日自信地表示，尽管竞争对手可能提供免费的AI芯片，但这些都无法撼动英伟达在市场上的领先地位。黄仁勋强调，英伟达的GPU技术具有显著优势，以至于价格因素变得相对次要。他指出，在AI数据中心的总拥有成本（TCO）计算中，英伟达的产品仍然具有竞争力。
黄仁勋阐述了英伟达的运营模式，称公司以“完全开放”的姿态与业界广泛合作，这使得英伟达的解决方案在部署时间、性能、利用率和灵活性方面具备显著优势。他认为，对于那些运营数据中心的企业来说，这些因素远比芯片本身的采购成本更重要。因此，即使竞争对手的芯片免费，但从整体运营成本和效率的角度看，这些免费芯片并不具备足够的吸引力。
黄仁勋的言论反映出英伟达对自身技术实力的坚定信心，也揭示了在AI芯片市场中，除了价格战外，技术性能和综合成本效益是决定胜负的关键因素。这一观点也为业界提供了新的视角，即在选择AI硬件解决方案时，不仅要考虑购买成本，还要全面评估其对整个业务运营的影响。来源：IT之家。
英语如下：
News Title: “Jensen Huang: NVIDIA’s GPU Advantage Irreplaceable, Free Competitors Not ‘Cheap Enough'”
Keywords: Jensen Huang, NVIDIA, AI Chips
News Content: NVIDIA CEO Jensen Huang recently expressed confidence that despite competitors potentially offering free AI chips, none can undermine NVIDIA’s market leadership. Huang emphasized that NVIDIA’s GPU technology holds a significant advantage, making price a relatively次要 concern. He pointed out that in the total cost of ownership (TCO) calculations for AI data centers, NVIDIA’s products remain competitive.
Huang outlined NVIDIA’s operating model, stating that the company collaborates extensively with the industry in an “entirely open” approach. This, he said, gives NVIDIA’s solutions a notable edge in deployment time, performance, utilization, and flexibility. He believes that for businesses operating data centers, these factors are more critical than the initial chip procurement cost. Hence, even if competitors’ chips are free, they might not be attractive enough considering overall operational costs and efficiency.
Huang’s remarks reflect NVIDIA’s unwavering faith in its technological prowess and underscore that in the AI chip market, technical performance and overall cost-effectiveness are decisive factors beyond price wars. This perspective offers the industry a new angle, suggesting that when choosing AI hardware solutions, not only the purchase cost but also the comprehensive impact on overall business operations should be assessed. Source: IT Home.
【来源】https://www.ithome.com/0/754/854.htm
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