在2024年摩根士丹利TMT大会上，英伟达首席财务官Colette M. Kress透露了对于人工智能（AI）基础设施市场的乐观预测，她表示，这一市场的规模有望攀升至2万亿美元，远超当前的1万亿美元估值。Kress的这一言论凸显了AI和加速计算在商业领域的巨大潜力。
Kress引用了英伟达首席执行官黄仁勋的观点，他在一次路演中指出，AI基础设施市场的规模可能接近2万亿美元，这预示着未来几年该行业将迎来爆发式增长。英伟达不再仅仅把自己定义为一家硬件公司，而是定位为一个全面的加速计算解决方案提供商，致力于为数据中心提供综合服务。
英伟达的策略转变反映了其对AI技术集成的深入理解，公司正努力从单纯的GPU制造商转型为一个能为数据中心提供软硬件一体化解决方案的领导者。这种转型不仅将巩固英伟达在AI计算领域的地位，也将推动公司在未来的科技竞赛中保持竞争优势。
随着AI在医疗、金融、自动驾驶等领域的广泛应用，对高效能、低延迟计算的需求日益增长，英伟达的全面解决方案策略有望抓住这一趋势，进一步打开市场空间。英伟达的这一愿景和战略调整，无疑将对全球AI基础设施市场产生深远影响。
英语如下：
News Title: “NVIDIA CFO: AI Infrastructure Market Poised for Explosive Growth, Expected to Reach $20 Trillion”
Keywords: NVIDIA, AI Infrastructure, $20 trillion
News Content: At the 2024 Morgan Stanley TMT Conference, NVIDIA’s Chief Financial Officer, Colette M. Kress, shared an optimistic forecast for the artificial intelligence (AI) infrastructure market, stating that its size could surge to $20 trillion, surpassing its current valuation of $10 trillion. Kress’s remarks emphasize the enormous potential of AI and accelerated computing in the commercial sector.
Citing NVIDIA CEO Jensen Huang’s perspective, Kress mentioned that during a roadshow, Huang indicated that the AI infrastructure market might approach $20 trillion, signaling an impending exponential growth in the industry over the coming years. NVIDIA no longer positions itself solely as a hardware company but as a comprehensive accelerator computing solutions provider, dedicated to serving data centers.
The company’s strategic shift reflects a deep understanding of AI integration, as NVIDIA strives to transform from a GPU manufacturer into a leader that offers integrated software and hardware solutions for data centers. This transformation will not only solidify NVIDIA’s position in AI computing but also maintain its competitive edge in the upcoming technology race.
With the widespread adoption of AI in sectors like healthcare, finance, and autonomous driving, the demand for high-performance, low-latency computing is escalating. NVIDIA’s all-encompassing solution strategy is well-positioned to capitalize on this trend, further expanding its market presence. The company’s vision and strategic adjustment will undoubtedly have a profound impact on the global AI infrastructure market.
【来源】https://wallstreetcn.com/articles/3709784
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