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.（納斯達克：NVDA）宣佈預測到2025年，其主權人工智能領域的營業收入將有顯著增長，這是全球對各國特定人工智能基礎設施的需求推動的。
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.
在第二季度業績會上，英偉達的首席財務官科萊特·克雷斯表示：「我們相信主權人工智能收入今年將達到數十億美元。」這凸顯了該公司對於國別特定人工智能解決方案市場擴大的樂觀態度。
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."
英偉達首席執行官黃仁勳強調了主權人工智能的重要性，指出各國正在認識到他們的數據是一項國家資源。他說：「他們必須使用人工智能，建立自己的人工智能基礎設施，以便擁有自己的數字智能。」
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."
隨着生成式人工智能技術的興起，主權人工智能的需求激增。克雷斯補充道：「這無疑是一個獨特且不斷增長的機遇，這是由生成式人工智能以及世界各國希望擁有自己的生成式人工智能所帶來的。」
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.
爲什麼重要：英偉達的這一宣佈是在第二季度營業收入超出預期的業績公佈後。儘管毛利率略有下降，但英偉達的數據中心營業收入在提升公司總收入方面扮演了關鍵角色。
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，儘管受制於美國出口管制，英偉達在中國的營業收入表現出彈性。這表明該公司擁有在複雜地緣政治環境中行使的能力，這種能力對於利用主權人工智能市場至關重要。
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.
首席執行官黃仁勳還指出，在數據中心轉向加速計算和生成式人工智能的過程中，有一個1萬億美元的機遇。這一轉變預計將推動對英偉達產品和服務的需求，進一步鞏固其在人工智能市場的地位。
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。