英伟达首席财务官Colette M. Kress在2024年摩根士丹利技术、媒体和电信（TMT）大会上释放出重大信号，她预测人工智能（AI）基础设施市场的规模有可能突破2万亿美元大关，远超当前估测的1万亿美元。这一言论凸显了AI和加速计算领域巨大的商业潜力。
Kress引用公司首席执行官黄仁勋的观点，强调AI市场的增长前景极为广阔。黄仁勋曾在一次路演中指出，AI基础设施的市场潜力可能接近2万亿美元。这显示出英伟达对AI领域的乐观态度和雄心壮志。
值得注意的是，Kress强调英伟达并不满足于仅仅作为一个硬件供应商的角色。她表示，英伟达致力于成为为数据中心提供全方位加速计算解决方案的领先公司。这意味着，除了提供AI芯片，英伟达还将涉足软件和服务领域，以支持和优化数据中心的性能，满足全球范围内对AI应用日益增长的需求。
这一战略转变表明，英伟达正积极布局，以适应不断演变的科技趋势，并在AI技术的商业化进程中抢占先机。随着AI在各个行业中的应用不断扩大，英伟达的全面解决方案有望在推动行业创新和经济增长中发挥关键作用。
英语如下：
News Title: “NVIDIA CFO Forecasts Explosive Growth in AI Infrastructure Market, Targets $2 Trillion Opportunity”
Keywords: NVIDIA, AI market, trillion-dollar scale
News Content: NVIDIA’s Chief Financial Officer, Colette M. Kress, sent a significant signal at the 2024 Morgan Stanley Technology, Media, and Telecommunications (TMT) Conference, predicting that the artificial intelligence (AI) infrastructure market could surpass the $2 trillion milestone, far exceeding current estimates of $1 trillion. This statement underscores the immense commercial potential in the AI and accelerated computing sectors.
Kress referenced CEO Jensen Huang’s perspective, emphasizing the vast growth prospects for the AI market. Huang had previously indicated during a roadshow that the market potential for AI infrastructure could approach $2 trillion. This demonstrates NVIDIA’s optimistic outlook and ambitious goals within the AI domain.
Notably, Kress stressed that NVIDIA is not content with merely being a hardware provider. She stated that the company aims to be a leading company in providing comprehensive accelerated computing solutions to data centers. This implies that, in addition to AI chips, NVIDIA will venture into software and services to support and optimize data center performance, catering to the growing global demand for AI applications.
This strategic shift indicates that NVIDIA is proactively positioning itself to adapt to evolving technology trends and seize a competitive edge in the commercialization of AI technology. As AI adoption expands across industries, NVIDIA’s comprehensive solutions are poised to play a crucial role in driving industry innovation and economic growth.
【来源】https://wallstreetcn.com/articles/3709784
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