近日，美国AI软件公司Databricks的联合创始人兼CEO阿里·戈德西（Ali Ghodsi）表示，随着明年供需再平衡，英伟达GPU芯片价格将会大幅下降。这一预测引发了行业对AI科技巨头及初创公司商业模式可能受到的影响的广泛关注。
戈德西的这一预测是基于当前的供需状况及黄仁勋近期对英伟达面临的供应限制问题正在“改善”的表态。尽管黄仁勋也提到，2024年甚至到2025年，GPU依然会“供不应求”，但戈德西的观点指出，明年将出现供需再平衡，从而导致GPU芯片价格的显著下降。
英伟达作为GPU市场的领先者，其产品价格的波动对整个行业有着深远的影响。GPU不仅是游戏玩家的硬件选择，更是人工智能、数据中心、自动驾驶等多个领域不可或缺的核心组件。价格的下降将有望缓解AI科技巨头和初创公司在硬件采购上的成本压力，进而可能推动AI技术在各行各业的普及和应用。
然而，这一价格变动也可能带来行业的重新洗牌。对于那些已经投资高价GPU硬件的公司来说，新设备的价格下跌可能会对他们的投资回报产生影响。此外，GPU价格的下降可能会使得一些原本因为成本问题而未能涉足AI领域的初创公司进入市场，增加行业竞争。
综上所述，戈德西关于明年英伟达GPU芯片价格大幅下降的预测，对于整个AI行业来说，既是机遇也是挑战。行业参与者需要密切关注市场动态，合理规划硬件投资，以适应即将到来的市场变化。
英语如下：
**News Title:** “Databricks Predicts: NVIDIA GPU Prices to Plummet Next Year”
Keywords: GPU prices, supply and demand balance, Databricks prediction
### Next Year, NVIDIA GPU Chip Prices Likely to Drop Dramatically, predicts Databricks CEO
Recently, Ali Ghodsi, the co-founder and CEO of the American AI software company Databricks, stated that the prices of NVIDIA GPU chips will significantly decrease next year as the market achieves a new supply and demand balance. This prediction has widely resonated within the industry, raising concerns about the potential impact on the business models of AI tech giants and startups.
Ghodsi’s prediction is based on the current supply and demand situation and the recent comments by NVIDIA CEO Jensen Huang, who indicated that the supply constraints his company is facing are “improving.” Although Huang also mentioned that GPUs would still be “in short supply” by 2024 or even 2025, Ghodsi’s viewpoint suggests that a supply-demand rebalance will occur next year, leading to a notable drop in GPU chip prices.
As a leader in the GPU market, NVIDIA’s pricing fluctuations have a profound impact on the entire industry. GPUs are not only hardware choices for gamers but also indispensable core components in AI, data centers, autonomous driving, and other fields. A decrease in prices is expected to alleviate the cost pressures on AI tech giants and startups for hardware procurement, potentially driving the adoption and application of AI technologies across various industries.
However, this price change might also bring a shake-up within the industry. For companies that have already invested in high-priced GPU hardware, the drop in prices for new equipment might affect their return on investment. Moreover, the decline in GPU prices might allow some startups that previously couldn’t afford the costs to enter the AI market, increasing industry competition.
In summary, Ghodsi’s prediction of a significant drop in NVIDIA GPU chip prices next year represents both an opportunity and a challenge for the entire AI industry. Industry participants need to closely monitor market dynamics and plan hardware investments prudently to adapt to the upcoming market changes.
【来源】https://www.tmtpost.com/6974003.html
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