在2024年摩根士丹利TMT大会上，英伟达首席财务官Colette M. Kress透露了公司对人工智能（AI）基础设施市场的乐观展望。Kress表示，随着AI和加速计算技术的飞速发展，这一市场的潜力远超当前估测的1万亿美元，有望膨胀至接近2万亿美元的规模。这一预测彰显了AI领域日益增长的重要性及其对全球经济的深远影响。
Kress强调，英伟达并不满足于仅仅作为一家AI硬件供应商的角色。她指出，公司正在积极转型，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企业。这意味着英伟达将不仅仅销售芯片，而是将提供包括软件、服务和整体架构在内的综合解决方案，以满足客户在AI应用和高性能计算方面的需求。
这一战略转变反映出英伟达对AI市场的深度洞察，以及对自身技术优势的自信。随着全球企业对AI技术的依赖度不断提升，英伟达希望通过提供更全面的解决方案，巩固其在AI计算领域的领导地位，进一步抓住市场增长的机遇。英伟达CEO黄仁勋的路演言论也体现了公司对这一巨大市场的雄心壮志。
随着AI技术的持续革新和应用的拓展，英伟达的这一策略将对其未来业绩产生重要影响，并可能重塑整个AI基础设施市场的格局。作为行业的先行者，英伟达的动向无疑将对其他竞争对手产生示范效应，推动整个产业向更高层次的整合与创新迈进。
英语如下：
**News Title:** “NVIDIA CFO: AI Infrastructure Market Poised for Explosive Growth, Targeting $2 Trillion, Company Aims Beyond Hardware Supplier Role”
**Keywords:** NVIDIA, AI Infrastructure, $2 Trillion Market
**News Content:**
At the 2024 Morgan Stanley TMT Conference, NVIDIA’s Chief Financial Officer, Colette M. Kress, shared an optimistic outlook on the artificial intelligence (AI) infrastructure market. Kress revealed that, driven by the rapid advancements in AI and accelerated computing, the market’s potential is expected to surpass the current estimate of $1 trillion and could balloon to nearly $2 trillion. This projection underscores the growing significance of AI and its profound impact on the global economy.
Kress emphasized that NVIDIA aims to transcend its role as merely an AI hardware provider. She pointed out that the company is actively transforming to become a leading provider of comprehensive accelerated computing solutions for data centers. This entails NVIDIA not only selling chips but also offering an integrated solution encompassing software, services, and overall architecture to cater to clients’ AI applications and high-performance computing needs.
This strategic shift reflects NVIDIA’s deep understanding of the AI market and its confidence in its technological advantages. As global corporations increasingly rely on AI technology, NVIDIA intends to solidify its leadership position in AI computing by providing more comprehensive solutions, thereby capitalizing on market growth opportunities. NVIDIA’s CEO, Jensen Huang, has also echoed the company’s ambitious aspirations for this vast market through his keynote speeches.
With ongoing innovations in AI technology and its expanding applications, NVIDIA’s strategy is poised to significantly influence its future performance and potentially reshape the landscape of the AI infrastructure market. As an industry pioneer, NVIDIA’s moves will undoubtedly set a precedent for competitors, driving the entire sector towards higher levels of integration and innovation.
【来源】https://wallstreetcn.com/articles/3709784
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