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.
英偉達公司（納斯達克股票代碼: NVDA）正加速準備抓住一項價值1萬億美元的機遇，因爲數據中心正在過渡到加速計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."
事件經過：在第二季度業績會上，首席執行官黃仁勳概述了公司領導這一轉型的策略。黃仁勳表示：「全球正在建設價值1萬億美元的數據中心。在未來幾年，所有數據中心將都採用加速計算。」
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.
這種轉變是由對更高效計算的需求和生成式人工智能的興起驅動的。英偉達報告了第二季度強勁的財務業績，營業收入達到了300億美元，同比增長了122%。數據中心營收激增至263億美元，比去年同期增長了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.
黃仁勳強調了對英偉達目前的Hopper架構GPU的強勁需求，以及對即將到來的Blackwell平台的期待，該平台預計將在第四季度開始發貨。他描述Blackwell爲「跨越式的進展」，並指出其開發歷時近5年，涉及7款獨特芯片。
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.
英偉達還通過NVLink、Quantum InfiniBand和Spectrum-X平台增強了其網絡能力，以滿足各種數據中心的需求。公司已準備好通過其AI Enterprise平台支持採用AI技術的企業。
Why It Matters: The company also issued an above-consensus third-quarter revenue guidance and announced a $50 billion stock repurchase authorization.
爲何重要：該公司還發布了高於共識的第三季度營收預測，並宣佈了500億美元的股票回購授權。
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）等行業專家對於英偉達的長期潛力表達了信懇智能，強調人工智能將「比互聯網更大」。儘管英偉達股票下跌了9%，但芒斯特對其上升軌跡仍然持樂觀態度。
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·克雷默也發表了看法，批評那些拋售英偉達股票的人，儘管其業績表現強勁。他指出，公司一直被「臨時的支持者和夏季愛國者」誤解。
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.
股價表現：在盤後交易中，Nvidia下跌了6.89%，跌至116.95美元。在常規交易時段，該股下跌了2.10%。截至目前，根據彭博專業版的數據，NVDA今年以來實現了160.76%的顯著增長。
What's Going On With NIO Shares Today?
NIO股票今天有什麼動靜？
Image Via Shutterstock
圖片來自Shutterstock。
This story was generated using Benzinga Neuro and edited by Kaustubh Bagalkote
本報道使用Benzinga Neuro生成，並由Kaustubh Bagalkote