Nvidia CEO Jensen Huang Identifies $1 Trillion Opportunity Amid Generative AI Shift: 'Data Centers Will Be All Accelerated Computing'
Nvidia CEO Jensen Huang Identifies $1 Trillion Opportunity Amid Generative AI Shift: 'Data Centers Will Be All Accelerated Computing'
NVIDIA Corp. (NASDAQ:NVDA) is gearing up to seize a $1 trillion opportunity as data centers transition to accelerated computing and generative artificial intelligence.
英伟达公司（纳斯达克股票代码: NVDA）正加速准备抓住一项价值1万亿美元的机遇，因为数据中心正在过渡到加速计算和生成式人工智能。
What Happened: During the second quarter earnings call, CEO Jensen Huang outlined the company's strategy to lead this transformation. Huang stated, "The world builds about $1 trillion worth of data centers. In a few years, $1 trillion worth of data centers will be all accelerated computing."
事件经过：在第二季度业绩会上，首席执行官黄仁勋概述了公司领导这一转型的策略。黄仁勋表示：“全球正在建设价值1万亿美元的数据中心。在未来几年，所有数据中心将都采用加速计算。”
This shift is driven by the need for more efficient computing and the rise of generative AI. NVIDIA reported robust financial results for the second quarter, with revenue hitting $30 billion, marking a 122% year-over-year increase. Data center revenue surged to $26.3 billion, up 154% from the previous year.
这种转变是由对更高效计算的需求和生成式人工智能的兴起驱动的。英伟达报告了第二季度强劲的财务业绩，营业收入达到了300亿美元，同比增长了122%。数据中心营收激增至263亿美元，比去年同期增长了154%。
Huang highlighted the strong demand for Nvidia's current Hopper architecture GPUs and the anticipation for the upcoming Blackwell platform, which is set to begin shipping in the fourth quarter. He described Blackwell as "a step-function leap over Hopper" and noted its development took nearly five years and seven unique chips.
黄仁勋强调了对英伟达目前的Hopper架构GPU的强劲需求，以及对即将到来的Blackwell平台的期待，该平台预计将在第四季度开始发货。他描述Blackwell为“跨越式的进展”，并指出其开发历时近5年，涉及7款独特芯片。
Nvidia is also enhancing its networking capabilities with NVLink, Quantum InfiniBand, and Spectrum-X platforms to meet diverse data center needs. The company is ready to support enterprises adopting AI technologies with its AI Enterprise platform.
英伟达还通过NVLink、Quantum InfiniBand和Spectrum-X平台增强了其网络能力，以满足各种数据中心的需求。公司已准备好通过其AI Enterprise平台支持采用AI技术的企业。
Why It Matters: The company also issued an above-consensus third-quarter revenue guidance and announced a $50 billion stock repurchase authorization.
为何重要：该公司还发布了高于共识的第三季度营收预测，并宣布了500亿美元的股票回购授权。
Industry experts like Gene Munster have expressed confidence in Nvidia's long-term potential, emphasizing that AI will be "bigger than the internet." Despite a 9% decline in Nvidia's stock, Munster remains optimistic about its upward trajectory.
像基因·芒斯特（Gene Munster）等行业专家对于英伟达的长期潜力表达了信恳智能，强调人工智能将“比互联网更大”。尽管英伟达股票下跌了9%，但芒斯特对其上升轨迹仍然持乐观态度。
Jim Cramer also weighed in, criticizing those who abandoned Nvidia stock despite its strong earnings performance. He noted that the company has always been misunderstood by "sunshine soldiers and summer patriots."
吉姆·克雷默也发表了看法，批评那些抛售英伟达股票的人，尽管其业绩表现强劲。他指出，公司一直被“临时的支持者和夏季爱国者”误解。
Price Action: In after-hours trading, Nvidia fell 6.89% to $116.95. During the regular trading session, the stock was down 2.10%. Year to date, NVDA has seen a remarkable gain of 160.76%, according to data from Benzinga Pro.
股价表现：在盘后交易中，Nvidia下跌了6.89%，跌至116.95美元。在常规交易时段，该股下跌了2.10%。截至目前，根据彭博专业版的数据，NVDA今年以来实现了160.76%的显著增长。
What's Going On With NIO Shares Today?
NIO股票今天有什么动静？
Image Via Shutterstock
图片来自Shutterstock。
This story was generated using Benzinga Neuro and edited by Kaustubh Bagalkote
本报道使用Benzinga Neuro生成，并由Kaustubh Bagalkote