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供应限制问题正在逐步改善，但GPU市场的供需状况将在明年迎来重大转变。戈德西预测，2023年英伟达GPU芯片的价格将会出现显著下降，甚至可能暴跌。
这一预测对于全球范围内的AI科技巨头和初创公司来说，无疑将产生深远的商业模式影响。英伟达GPU芯片因其在高性能计算和人工智能领域的广泛应用，一直以来都是业界的热门选择。然而，近年来的供应紧张和价格高企，给依赖这些芯片的公司带来了成本压力。若戈德西的预测成真，芯片价格的下滑将可能降低AI技术研发和应用的门槛，刺激更多创新公司的成长，同时也可能重塑行业内的竞争格局。
尽管黄仁勋预计GPU的供需紧张状况可能持续到2024年甚至2025年，但戈德西的观点提供了另一种可能的市场动态，即短期内的供需再平衡可能会导致价格回调。这一变化将考验各公司在成本控制和战略规划上的应变能力，同时也将为AI行业的未来发展带来新的不确定性。
目前，业界正密切关注这一预测的准确性，以及它将如何影响全球AI产业链的布局和投资策略。对于消费者和企业来说，GPU芯片价格的下降无疑将是一个积极的信号，意味着更多的技术可能性和更广泛的应用场景。
英语如下：
**News Title:** “Databricks CEO Forecasts: NVIDIA GPU Prices to Plunge in 2023, Reshaping AI Landscape”
**Keywords:** GPU price reduction, rebalancing of supply and demand, AI impact
**News Content:**
Title: Databricks CEO Predicts Sharp Decline in NVIDIA GPU Prices in 2023, Affecting AI Ecosystem
According to recent reports by TMTPOST, Ali Ghodsi, co-founder and CEO of U.S. AI software company Databricks, publicly stated that despite NVIDIA CEO Jensen Huang’s remarks about improving GPU supply constraints, the GPU market’s supply and demand dynamics are set for a significant shift next year. Ghodsi forecasts a substantial drop in NVIDIA GPU chip prices in 2023, potentially even a steep decline.
This prediction is poised to have profound implications on the business models of global AI giants and startups alike. NVIDIA’s GPU chips, widely utilized in high-performance computing and AI applications, have long been industry favorites. However, recent supply tightness and elevated prices have imposed cost pressures on companies relying on these chips. If Ghodsi’s projection holds true, the decline in chip prices could lower the barrier for AI research and application, fostering growth for more innovative companies and potentially reshaping the competitive landscape.
While Huang anticipates GPU supply constraints to persist until 2024 or even 2025, Ghodsi’s perspective offers an alternative market dynamic, suggesting a short-term rebalancing of supply and demand could trigger price corrections. This shift will test companies’ abilities to manage costs and strategize, introducing new uncertainties to the future development of the AI industry.
The industry is now closely watching the accuracy of this prediction and its potential influence on the global AI supply chain布局 and investment strategies. For consumers and businesses, a decrease in GPU chip prices would be a positive sign, indicating more technological possibilities and broader application scenarios.
【来源】https://www.tmtpost.com/6974003.html
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