据钛媒体近日报道，Databricks的联合创始人兼CEO阿里·戈德西（Ali Ghodsi）透露，随着市场供需状况的再平衡，预计2023年英伟达的GPU芯片价格将会出现显著下降。这一预测与英伟达CEO黄仁勋近期的表态形成对比，黄仁勋虽然指出近期供应链限制的问题正在缓解，但他警告称，直至2024年甚至2025年，GPU芯片的供应可能仍将无法满足市场需求。
Databricks，一家估值430亿美元的美国AI软件公司，其CEO戈德西的言论暗示，尽管短期内GPU的供应紧张可能持续，但未来一年的市场动态可能会导致价格暴跌。这一变化将对依赖GPU进行大规模计算的AI科技巨头和初创公司产生深远影响。GPU价格的下降不仅可能降低这些公司的运营成本，还可能引发行业内的商业模式调整，包括可能加速技术创新和市场渗透。
然而，价格暴跌也可能带来新的挑战，如可能导致库存过剩、芯片制造商的利润下滑，以及对投资决策和供应链管理的复杂性增加。对于AI领域的企业来说，如何在价格波动中抓住机遇、平衡成本与性能，将成为未来一年的重要战略考量。
英语如下：
News Title: “Databricks CEO Forecasts: NVIDIA GPU Prices to Plunge in 2023, Reshaping AI Landscape”
Keywords: GPU prices, supply and demand balance, AI impact
News Content:
Title: Databricks CEO Predicts: NVIDIA GPU Chip Prices to See Significant Drop in 2023, Affecting AI Ecosystem
According to recent reports by TMTPOST, Ali Ghodsi, the co-founder and CEO of Databricks, has disclosed that as the market供需 rebalances, NVIDIA’s GPU chips are expected to experience a substantial price decrease in 2023. This prediction contrasts with recent comments by NVIDIA CEO Jensen Huang, who acknowledged that supply chain constraints are easing but warned that chip supplies may still fall short of demand until 2024 or even 2025.
Databricks, an American AI software company valued at $43 billion, suggests through Ghodsi’s remarks that while GPU supply tightness could persist in the short term, market dynamics over the next year could lead to a price plunge. This shift will have far-reaching implications for AI tech giants and startups that rely on GPUs for large-scale computing. A decline in GPU prices could not only reduce operational costs for these companies but also prompt industry-wide adjustments in business models, potentially accelerating technological innovation and market penetration.
However, a price crash could also present new challenges, such as oversupply, reduced profit margins for chip manufacturers, and increased complexity in investment decisions and supply chain management. For AI-focused companies, navigating opportunities amidst price fluctuations and striking a balance between cost and performance will be a critical strategic consideration in the coming year.
【来源】https://www.tmtpost.com/6974003.html
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