Nvidia Dominates GPU Market as Generative AI Adoption Grows, Analyst Says
Nvidia Dominates GPU Market as Generative AI Adoption Grows, Analyst Says
Kumar noted that 58% of respondents who use Apple Inc (NASDAQ:AAPL) devices expect it to grow as a percentage of total devices (46% in December 2023, and 41% in July 2023), and 42% expect the proportion of Apple devices in their company will remain the same (42% in December 2023, 51% in July 2023).Piper Sandler analyst Brent Bracelin said the breadth of enterprise adoption of generative AI has surprised him again. Nearly half of enterprises (49%) last year were testing Generative Artificial Intelligence. Today, nearly half of enterprises (48%) are implementing GenAI driven by the most popular departmental use cases across support and operations.
派杰投资分析师Brent Bracelin表示，生成人工智能的企业应用的广度再次让他感到惊讶。去年将近一半（49%）的企业正在测试生成式人工智能。如今，将近一半（48%）的企业正在根据支持和运营领域最受欢迎的部门用例实施GenAI。
Majority (>50%) still view Microsoft Corp (NASDAQ:MSFT) and OpenAI as the most strategic AI vendors, while interest in Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL) Google Cloud Platform, Meta Platforms Inc (NASDAQ:META), and Oracle Corp (NYSE:ORCL) ticked up.
大多数（>50%）人仍然认为微软公司（纳斯达克代码：MSFT）和OpenAI是最具战略意义的人工智能供应商，而对Alphabet Inc（纳斯达克代码：GOOG）（纳斯达克代码：GOOGL），Google Cloud Platform，meta platforms inc（纳斯达克代码：META）和Oracle Corp（纽交所代码：ORCL）的兴趣有所增加。
Analyst Harsh Kumar noted GPU accelerators could be an over $400 billion opportunity by 2027E with sustained double-digit CAGR growth. In the GPU space, Kumar noted Nvidia Corp (NASDAQ:NVDA) as the clear leader with over 70% of the total market with Advanced Micro Devices, Inc (NASDAQ:AMD) and Intel Corp (NASDAQ:INTC) competing for the rest of the market. In networking, Broadcom Inc (NASDAQ:AVGO) continues to be the clear leader relative to Marvell Technology, Inc (NASDAQ:MRVL) when it comes to enterprise adoption, as per Kumar.
分析师Harsh Kumar指出，由于持续的两位数复合年增长率增长，GPU加速器可能成为2027E超过4000亿美元的机遇。在GPU领域，库马尔指出，Nvidia Corp（纳斯达克代码：NVDA）是市场总额70%以上的明显领导者，而Advanced Micro Devices，Inc（纳斯达克代码：AMD）和Intel Corp（纳斯达克代码：INTC）在剩下的市场上竞争。在网络方面，Broadcom Inc（纳斯达克代码：AVGO）在企业应用方面继续比Marvell Technology，Inc（纳斯达克代码：MRVL）更为明显地领先，如库马尔所述。
Kumar noted that 58% of respondents who use Apple Inc (NASDAQ:AAPL) devices expect it to grow as a percentage of total devices (46% in December 2023, and 41% in July 2023), and 42% expect the proportion of Apple devices in their company will remain the same (42% in December 2023, 51% in July 2023).
库马尔指出，使用苹果公司（纳斯达克代码：AAPL）设备的58%的受访者预计其设备在总设备中所占比例将增长（2023年12月46%，2023年7月41%），而42%的受访者预计其公司中苹果设备的比例将保持不变（2023年12月42%，2023年7月51%）。
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