据钛媒体近日报道，美国AI软件公司Databricks的联合创始人兼CEO阿里·戈德西（Ali Ghodsi）公开表示，尽管英伟达CEO黄仁勋指出近期GPU供应限制的问题正在缓解，但GPU的高价位可能不会持续太久。戈德西预测，随着2023年市场供需关系的再平衡，英伟达GPU芯片的价格将会出现显著下降，甚至可能出现暴跌的情况。
这一预测对全球范围内的AI科技巨头和初创公司来说，将产生深远的商业模式影响。英伟达的GPU芯片在人工智能领域扮演着核心角色，其价格的波动直接影响到依赖这些芯片进行研发和运营的公司成本。如果戈德西的预测准确，GPU价格的下滑可能会刺激AI技术的进一步普及，降低行业的准入门槛，同时也可能引发市场对GPU库存的调整，对相关产业链产生连锁反应。
目前，英伟达的GPU仍然面临2024年甚至2025年的供不应求局面，但戈德西的言论为市场带来了一丝希望，即在不久的将来，AI公司可能能够以更为合理的价格获取关键硬件资源，从而推动技术创新和商业发展。这一变化将如何重塑AI行业的竞争格局，值得业界密切关注。
英语如下：
**News Title:** “Databricks CEO Forecasts: NVIDIA GPU Prices to Plunge Next Year”
**Keywords:** GPU price reduction, supply and demand balance, AI impact
**News Content:**
Title: Databricks CEO Predicts Sharp Decline in NVIDIA GPU Prices in 2023, Reshaping AI Industry Dynamics
According to recent reports by Titanium Media, Ali Ghodsi, co-founder and CEO of US AI software company Databricks, publicly stated that despite NVIDIA CEO Jensen Huang’s remarks on easing GPU supply constraints, the high prices may not persist. Ghodsi forecasts that as the market供求 relationship rebalances in 2023, prices for NVIDIA GPU chips will witness a substantial drop, possibly even a steep plunge.
This prediction is set to have profound implications on the business models of AI tech giants and startups globally. NVIDIA’s GPUs play a pivotal role in the AI domain, and their price fluctuations directly impact the costs for companies relying on these chips for research and operations. Should Ghodsi’s forecast prove accurate, a decline in GPU prices could spur further adoption of AI technology, lowering the industry’s entry barriers. It could also trigger adjustments in GPU inventories, causing a ripple effect across the related supply chain.
Currently, NVIDIA GPUs still face a supply shortage until as late as 2024 or 2025. However, Ghodsi’s comments offer a glimmer of hope that AI companies might soon be able to acquire critical hardware resources at more affordable prices, fueling technological innovation and commercial growth. The industry will be keenly observing how this shift reshapes the competitive landscape in AI.
【来源】https://www.tmtpost.com/6974003.html
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