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.
派傑投資分析師Brent Bracelin表示，生成人工智能的企業應用的廣度再次讓他感到驚訝。去年將近一半（49%）的企業正在測試生成式人工智能。如今，將近一半（48%）的企業正在根據支持和運營領域最受歡迎的部門用例實施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.
大多數（>50%）人仍然認爲微軟公司（納斯達克代碼：MSFT）和OpenAI是最具戰略意義的人工智能供應商，而對Alphabet Inc（納斯達克代碼：GOOG）（納斯達克代碼：GOOGL），Google Cloud Platform，meta platforms inc（納斯達克代碼：META）和Oracle Corp（紐交所代碼：ORCL）的興趣有所增加。
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.
分析師Harsh Kumar指出，由於持續的兩位數複合年增長率增長，GPU加速器可能成爲2027E超過4000億美元的機遇。在GPU領域，庫馬爾指出，Nvidia Corp（納斯達克代碼：NVDA）是市場總額70%以上的明顯領導者，而Advanced Micro Devices，Inc（納斯達克代碼：AMD）和Intel Corp（納斯達克代碼：INTC）在剩下的市場上競爭。在網絡方面，Broadcom Inc（納斯達克代碼：AVGO）在企業應用方面繼續比Marvell Technology，Inc（納斯達克代碼：MRVL）更爲明顯地領先，如庫馬爾所述。
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).
庫馬爾指出，使用蘋果公司（納斯達克代碼：AAPL）設備的58%的受訪者預計其設備在總設備中所佔比例將增長（2023年12月46%，2023年7月41%），而42%的受訪者預計其公司中蘋果設備的比例將保持不變（2023年12月42%，2023年7月51%）。
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由Shutterstock的PopTika拍攝
