【Databricks CEO预测：英伟达GPU芯片价格明年将大幅下滑，影响AI行业商业模式】
据钛媒体最新报道，Databricks联合创始人兼CEO阿里·戈德西（Ali Ghodsi）近日发表观点，预测英伟达GPU芯片的价格将在明年经历显著的下降。这一预测基于英伟达CEO黄仁勋的言论，黄仁勋表示，尽管近期GPU供应面临挑战，但情况正在逐步改善，预计供应限制的问题将在未来几个季度得到缓解。
然而，戈德西的言论更为激进，他认为到2024年甚至2025年，GPU市场仍将维持供不应求的状态，但在此期间，供需关系的再平衡将导致英伟达GPU芯片价格的“暴跌”。这一变化将对全球范围内的AI科技巨头和初创公司产生深远影响，可能重塑这些公司的商业模式和成本结构。
Databricks自身作为一家估值430亿美元的AI软件公司，对GPU芯片价格的敏感度不言而喻。如果戈德西的预测成真，那么对于依赖英伟达GPU进行高性能计算的AI企业来说，成本压力有望减轻，可能会刺激更多的技术创新和应用开发。但同时，价格的暴跌也可能引发市场波动，对英伟达的市场份额和盈利能力构成潜在挑战。
此次预测为AI行业的未来发展带来了新的不确定性，同时也为可能的机遇打开了窗口。业界将密切关注这一动态，以适应和利用可能的价格变化，调整自身战略，确保在竞争激烈的AI市场中保持竞争力。
英语如下：
**News Title:** “Databricks CEO Forecasts: NVIDIA GPU Prices Set to Plunge Next Year, Reshaping the AI Landscape”
**Keywords:** GPU price drop, supply and demand balance, AI impact
**News Content:**
**[Databricks CEO Predicts: NVIDIA GPU Chip Prices to See Sharp Decline in 2023, Impacting AI Industry’s Business Models]**
According to the latest report from TMT Post, Databricks co-founder and CEO Ali Ghodsi recently shared his outlook, forecasting a significant drop in the prices of NVIDIA GPU chips next year. This prediction is based on comments from NVIDIA CEO Jensen Huang, who stated that although GPU supplies have been challenging recently, the situation is gradually improving, with supply constraints expected to ease in the coming quarters.
Ghodsi, however, takes a more aggressive stance, suggesting that the GPU market will remain in a state of demand exceeding supply until 2024 or even 2025. During this period, the rebalancing of supply and demand relations will lead to a “crash” in NVIDIA GPU chip prices. This shift is poised to have a profound impact on AI tech giants and startups globally, potentially reshaping their business models and cost structures.
As a $43 billion AI software company, Databricks is acutely aware of GPU price sensitivity. Should Ghodsi’s prediction prove accurate, AI enterprises relying on NVIDIA GPUs for high-performance computing could see cost pressures alleviate, potentially fueling more innovation and application development. Conversely, the price plunge might also create market volatility, posing potential challenges to NVIDIA’s market share and profitability.
This forecast introduces new uncertainties for the future of the AI industry while simultaneously opening windows of opportunity. The industry will closely monitor this development to adapt and leverage potential price changes, adjusting strategies to maintain competitiveness in the cutthroat AI market.
【来源】https://www.tmtpost.com/6974003.html
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