在2024年摩根士丹利TMT大会上，英伟达首席财务官Colette M. Kress透露了公司对人工智能（AI）基础设施市场的乐观展望。她表示，AI与加速计算的商业潜力正在迅速膨胀，预计这一市场的规模将远超当前的1万亿美元，甚至可能逼近2万亿美元的里程碑。这一预测彰显了AI技术在全球经济中的日益重要性以及其对各行各业的深远影响。
Kress强调，英伟达不再仅仅把自己定义为一家硬件供应商，其目标是成为数据中心的全方位加速计算解决方案提供商。这意味着，英伟达将不仅局限于提供AI芯片，还将致力于为客户提供包括软件、服务和整体架构在内的全面支持，以满足日益增长的AI计算需求。
这一战略转变反映了英伟达对AI市场发展趋势的深刻理解，即未来的竞争将不仅局限于硬件层面，而是会扩展到提供综合解决方案的能力。通过这样的定位，英伟达旨在抓住AI驱动的数字化转型浪潮，巩固其在全球AI计算领域的领导地位。随着AI市场规模的持续扩大，英伟达的这一战略转变有望为其带来更大的商业机遇。
英语如下：
News Title: “NVIDIA CFO Sees Astonishing Potential in AI Infrastructure Market, Targets $2 Trillion”
Keywords: NVIDIA, AI infrastructure, $2 trillion
News Content: At the Morgan Stanley TMT Conference 2024, NVIDIA’s Chief Financial Officer, Colette M. Kress, shared an optimistic outlook on the artificial intelligence (AI) infrastructure market. She indicated that the commercial potential of AI and accelerated computing is expanding rapidly, forecasting the market size to surpass the current $1 trillion and potentially approach the milestone of $2 trillion. This projection underscores the growing significance of AI technology in the global economy and its profound impact across industries.
Kress emphasized that NVIDIA no longer positions itself solely as a hardware provider, aiming to be a comprehensive provider of accelerated computing solutions for data centers. This entails not just supplying AI chips but also focusing on offering a full suite of support, including software, services, and overall architecture, to cater to the escalating demand for AI computing.
This strategic shift reflects NVIDIA’s deep understanding of the evolving AI market, where competition will extend beyond hardware to encompass the capability to provide integrated solutions. By adopting this stance, NVIDIA aims to seize the wave of AI-driven digital transformation and solidify its leadership in the global AI computing arena. As the AI market continues to expand, this strategic shift is poised to unlock substantial business opportunities for the company.
【来源】https://wallstreetcn.com/articles/3709784
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