【新华社讯】在2024年摩根士丹利TMT（科技、媒体和电信）大会上，英伟达（NVIDIA）的首席财务官Colette M. Kress透露，AI基础设施市场的规模有望达到2万亿美元，这显示出AI和加速计算的巨大商业潜力。
Kress指出，目前AI基础设施市场的规模已经超过了1万亿美元，而英伟达CEO黄仁勋曾在一次路演中预测，该市场规模可能接近2万亿美元。这一预测表明，AI技术的发展和应用正日益受到全球各行各业的关注和重视。
值得注意的是，Kress强调，英伟达不仅仅将自己定位为一个提供AI芯片的硬件公司，更是一个为数据中心提供整体加速计算解决方案的公司。这意味着，英伟达正在努力将自己的产品和服务拓展到更广泛的领域，以满足不断增长的市场需求。
从硬件到解决方案提供商，英伟达的这一转变反映出AI技术在现代社会中的重要地位。随着AI技术的不断发展和成熟，预计未来会有更多的企业和机构加入到这一领域，共同推动AI技术的发展和应用。
英伟达的这一举动也凸显出全球AI市场的巨大潜力。在中国，随着数字化转型的加速，AI技术的发展和应用也正在如火如荼地进行。可以预见，在未来的发展中，AI技术将成为推动中国经济增长的重要力量。
英语如下：
**Headline:** **NVIDIA CFO Predicts AI Infrastructure Market to Reach $2 Trillion**
Keywords: AI market size, NVIDIA CFO, accelerated computing.
**News Content:**
[XINHUA News Agency] At the 2024 Morgan Stanley TMT (Technology, Media, and Telecommunications) Conference, Colette M. Kress, the Chief Financial Officer of NVIDIA, revealed that the market size of AI infrastructure is expected to reach $2 trillion, showcasing the immense commercial potential of AI and accelerated computing.
Ms. Kress noted that the current market size for AI infrastructure has already exceeded $1 trillion, and NVIDIA’s CEO, Jensen Huang, had previously predicted in a roadshow that the market size could approach $2 trillion. This prediction indicates that the development and application of AI technology are increasingly garnering attention and importance from various industries across the globe.
It is noteworthy that Ms. Kress emphasized that NVIDIA does not just position itself as a hardware company providing AI chips but also as a provider of comprehensive accelerated computing solutions for data centers. This means that NVIDIA is striving to expand its products and services into a wider range of fields to meet the growing market demands.
This transition from hardware to a solutions provider reflects the significant role of AI technology in modern society. As AI technology continues to develop and mature, it is anticipated that more enterprises and institutions will join this field, collectively promoting the development and application of AI technology.
NVIDIA’s move also highlights the immense potential of the global AI market. In China, with the acceleration of digital transformation, the development and application of AI technology are gaining momentum. It is foreseeable that in the future, AI technology will become an important force driving China’s economic growth.
【来源】https://wallstreetcn.com/articles/3709784
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