【硅谷科技巨头Databricks CEO预测：英伟达GPU芯片价格明年将大幅下滑】
据钛媒体近日报道，全球知名人工智能软件公司Databricks的联合创始人兼CEO阿里·戈德西（Ali Ghodsi）公开表示，预计在2023年，英伟达GPU芯片的价格将会出现显著下降。这一预测基于他对未来供需关系的分析，认为目前困扰行业的供应限制问题正在逐步缓解。
英伟达CEO黄仁勋近期也谈到，公司的供应问题在最近几个季度已有改善。然而，他同时警告，直至2024年甚至2025年，GPU的市场需求仍将超过供应，整体市场将维持供不应求的状态。尽管如此，戈德西的观点预示着，尽管总体供应紧张，但短期内可能会出现价格调整，这将对全球AI科技巨头和初创公司的成本结构及商业模式产生深远影响。
Databricks公司，目前估值高达430亿美元，其业务高度依赖高性能计算资源，因此戈德西的预测不仅反映了行业内部的洞察，也可能影响其自身和众多依赖英伟达GPU的科技公司的战略规划。如果GPU价格如他所言大幅下滑，这将为AI领域的创新带来更大的成本优势，也可能加速技术应用的普及，改变行业的竞争格局。然而，对于英伟达这样的芯片制造商而言，价格暴跌可能意味着利润空间的压缩，需要在维持市场领先地位和应对价格压力之间寻找平衡。
英语如下：
News Title: “Databricks CEO Forecasts Sharp Decline in NVIDIA GPU Prices in 2023”
Keywords: GPU price reduction, supply and demand balance, AI impact
News Content: **Databricks CEO Predicts Significant Drop in NVIDIA GPU Prices Next Year**
According to recent reports by TiMedia, Ali Ghodsi, the co-founder and CEO of global AI software giant Databricks, has publicly stated that he anticipates a notable decrease in the prices of NVIDIA GPU chips in 2023. This forecast is based on his analysis of future supply and demand dynamics, suggesting that the current supply constraints plaguing the industry are gradually easing.
NVIDIA CEO Jensen Huang recently mentioned that the company’s supply issues have improved in recent quarters. However, he also cautioned that GPU demand will continue to surpass supply until 2024 or even 2025, maintaining an overall supply shortage. Despite this, Ghodsi’s perspective indicates that while overall supply remains tight, a price adjustment may occur in the short term, with significant implications for the cost structures and business models of global AI tech giants and startups alike.
Valued at $43 billion, Databricks, heavily reliant on high-performance computing resources, not only reflects industry insights with this prediction but could also influence its own strategic planning and that of numerous tech companies that depend on NVIDIA GPUs. If GPU prices decline as he suggests, it would provide a greater cost advantage for innovation in the AI sector and potentially accelerate the adoption of technology, reshaping the competitive landscape. Conversely, for a chip manufacturer like NVIDIA, a significant price drop might compress profit margins, necessitating a balance between maintaining market leadership and coping with price pressures.
【来源】https://www.tmtpost.com/6974003.html
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