Nvidia's Sovereign AI Segment Set To Generate 'Low Double-Digit Billions' This Year, Says CFO: They 'Have To Use AI' To Have Their Own Digital Intelligence
Nvidia's Sovereign AI Segment Set To Generate 'Low Double-Digit Billions' This Year, Says CFO: They 'Have To Use AI' To Have Their Own Digital Intelligence
NVIDIA Corp. (NASDAQ:NVDA) has announced significant revenue projections for its sovereign artificial intelligence segment in 2025, driven by global demand for nation-specific AI infrastructure.
NVIDIA Corp.（纳斯达克：NVDA）宣布预测到2025年，其主权人工智能领域的营业收入将有显著增长，这是全球对各国特定人工智能基础设施的需求推动的。
What Happened: During the second-quarter earnings call, Colette Kress, Nvidia's Chief Financial Officer, stated, "We believe sovereign AI revenue will reach low double-digit billions this year." This highlights the company's optimism about the expanding market for country-specific AI solutions.
在第二季度业绩会上，英伟达的首席财务官科莱特·克雷斯表示：“我们相信主权人工智能收入今年将达到数十亿美元。”这凸显了该公司对于国别特定人工智能解决方案市场扩大的乐观态度。
Jensen Huang, Nvidia's CEO, emphasized the importance of sovereign AI, noting that countries are recognizing their data as a national resource. He said, "They have to use AI, build their own AI infrastructure so that they could have their own digital intelligence."
英伟达首席执行官黄仁勋强调了主权人工智能的重要性，指出各国正在认识到他们的数据是一项国家资源。他说：“他们必须使用人工智能，建立自己的人工智能基础设施，以便拥有自己的数字智能。”
The demand for sovereign AI has surged with the rise of generative AI technologies. Kress added, "It certainly is a unique and growing opportunity, something that surfaced with generative AI and the desires of countries around the world to have their own generative AI."
随着生成式人工智能技术的兴起，主权人工智能的需求激增。克雷斯补充道：“这无疑是一个独特且不断增长的机遇，这是由生成式人工智能以及世界各国希望拥有自己的生成式人工智能所带来的。”
Why It Matters: Nvidia's announcement comes on the heels of the second-quarter earnings report, where the company's revenue exceeded expectations. Nvidia's data center revenue played a crucial role in boosting its topline, despite a slight contraction in gross margin.
为什么重要：英伟达的这一宣布是在第二季度营业收入超出预期的财报公布后。尽管毛利率略有下降，但英伟达的数据中心营业收入在提升公司总收入方面扮演了关键角色。
Additionally, Nvidia's revenue in China has shown resilience despite U.S. export controls. This indicates that the company is capable of navigating complex geopolitical landscapes, a skill that will be crucial as it seeks to tap into the sovereign AI market.
此外，尽管受制于美国出口管制，英伟达在中国的营业收入表现出弹性。这表明该公司拥有在复杂地缘政治环境中行使的能力，这种能力对于利用主权人工智能市场至关重要。
CEO Huang has also identified a $1 trillion opportunity as data centers transition to accelerated computing and generative AI. This shift is expected to drive demand for Nvidia's products and services, further solidifying its position in the AI market.
首席执行官黄仁勋还指出，在数据中心转向加速计算和生成式人工智能的过程中，有一个1万亿美元的机遇。这一转变预计将推动对英伟达产品和服务的需求，进一步巩固其在人工智能市场的地位。
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。