share_log

Nvidia's AI Leadership To Drive $1 Trillion Market Growth, With Accenture Partnership Accelerating Adoption, Analyst Says

Nvidia's AI Leadership To Drive $1 Trillion Market Growth, With Accenture Partnership Accelerating Adoption, Analyst Says

英偉達的人工智能領導將推動1萬億美元市場增長,埃森哲的合作加速了採用,分析師表示
Benzinga ·  16:59

In the latest tech news that has investors buzzing, Nvidia Corp (NASDAQ:NVDA) and Accenture PLC (NYSE:ACN) have teamed up to forge a new era in AI adoption within enterprises.

在最新的科技資訊中,英偉達公司(納斯達克代碼:NVDA)和埃森哲公司(紐交所代碼:ACN)已經合作,開啓了在企業中人工智能採用的新時代。

As they unveil their ambitious plans, Wedbush Securities' analyst Dan Ives has weighed in with insights that paint a promising picture for Nvidia's stock.

在揭露他們雄心勃勃的計劃時,Wedbush Securities的分析師丹·艾夫斯發表了見解,描繪了英偉達股票的前景。

Accenture's new Nvidia Business Group aims to equip 30,000 professionals globally, enabling companies to reinvent their processes and scale AI adoption efficiently.

埃森哲的新英偉達業務群旨在全球配備30,000名專業人員,使公司能夠重新發明其流程,高效地擴大人工智能採用。

'Tip Of The Iceberg' In AI Revolution

AI革命的冰山一角

"AI starts with the Godfather of AI Jensen and Nvidia," Ives said. He believes this partnership is just the beginning, calling it "the tip of the iceberg on the broader AI Revolution and demand adoption into 2025 and beyond."

"AI始於AI教父Jensen和英偉達," 艾夫斯表示。他認爲這種合作只是個開始,稱其爲"更廣泛的AI革命和對2025年及以後的需求採納的冰山一角。"

The stakes are high, with Ives predicting massive financial ramifications. "For every $1 spent on an Nvidia GPU, there is a $8-$10 multiplier across the tech sector," he said, suggesting that Nvidia is not just a player in the AI space, but a dominant force poised for growth.

風險高企,艾夫斯預測會產生巨大的財務影響。"每投資1美元在英偉達GPU上,科技行業可以獲得8至10倍的回報," 他說,暗示英偉達不僅是人工智能領域的一名參與者,更是一個勢頭強勁、準備迎接增長的主導力量.

Read Also: Accenture And NVIDIA Team Up To Supercharge Global AI Adoption: Details

閱讀更多: 埃森哲和英偉達攜手共同推動全球人工智能採納:詳情

Nvidia's GPU's = 'New Oil & Gold' Of The Tech World

Nvidia的GPU = 科技世界的'新石油和黃金'

As enterprises ramp up their AI investments, Nvidia's GPUs have become the "new oil and gold" in the tech world, a clear sign of its strategic importance.

隨着企業加大對人工智能投資的力度,英偉達的gpu芯片-雲計算已成爲科技界的「新石油和黃金」,這清晰地顯示了它的戰略重要性。

But what does this mean for Nvidia's future? According to Ives, the upcoming months will be critical. He likens the current landscape to "the 1995 (almost 1996) start of the Internet Moment," distinguishing it from the tumultuous 1999 Tech Bubble.

但這對英偉達的未來意味着什麼?根據艾夫斯,接下來幾個月將至關重要。他將目前的格局比作「1995年(幾乎是1996年)互聯網時刻」的開始,將其與動盪的1999年科技泡沫區分開來。

$1T In AI Expenditure Coming Up

未來將出現1萬億美元的人工智能支出

He forecasts that the coming $1 trillion in AI capital expenditures will significantly impact Nvidia's position, despite growing competition from rivals like Advanced Micro Devices Inc (NASDAQ:AMD).

他預測即將到來的1萬億美元的人工智能資本支出將對英偉達的地位產生重大影響,儘管來自競爭對手如美國超微公司 (納斯達克:AMD) 的競爭不斷增加。

As demand for AI solutions accelerates across the globe, with tech giants like Amazon, Google's parent Alphabet Inc, and Microsoft reporting surges in enterprise AI needs, it's clear that Nvidia is at the forefront of this technological renaissance.

隨着全球範圍內對人工智能解決方案的需求加速增長,像亞馬遜、谷歌的母公司alphabet inc和微軟等科技巨頭報告企業人工智能需求激增,顯然英偉達處於這種技術復興的最前沿。

With Accenture leading the charge, the stage is set for Nvidia's stock to potentially soar as the AI revolution unfolds.

在埃森哲領頭的情況下,爲英偉達的股價有望在人工智能革命展開時潛在飆升鋪平了道路。

In a world where technology is rapidly shaping our future, all eyes are on Nvidia, the dominant force in the AI sector. With innovations pushing boundaries and markets soaring, investors should brace themselves for a thrilling ride.

在一個科技迅速塑造我們未來的世界裏,所有目光都聚焦在英偉達,這是人工智能領域的主導力量。隨着創新推動界限和市場飆升,投資者應該爲這場扣人心絃的旅程做好準備。

  • Nvidia Expands AI Offerings with New Open-Source Models and Unreal Engine 5 Plugins
  • 英偉達通過推出新的開源模型和虛幻引擎5插件擴展了人工智能產品。

Photo: Shutterstock

Photo: shutterstock

声明:本內容僅用作提供資訊及教育之目的,不構成對任何特定投資或投資策略的推薦或認可。 更多信息
    搶先評論