Nvidia CEO CES 關鍵演講:股價創新高!




英偉達CEO將於CES發表演講,正值股價創下歷史新高

(路透社)- 英偉達(NASDAQ:NVDA)首席執行官黃仁勳將於週一晚間在CES上發表開幕主題演講,預計將推出新款遊戲晶片,並詳細介紹如何將公司在人工智能領域的成功擴展到數據中心以外的其他市場。

黃仁勳通常利用CES作為平台,宣布新款遊戲晶片及一系列擴展人工智能業務的新計劃。

CES 2025,前身為消費電子展,將於1月7日至10日在拉斯維加斯舉行,展示從新汽車技術到新奇小工具的產品,以及展示人工智能的新應用方式。

英偉達的股價在週一以149.43美元收盤,創下歷史新高,市值達到3.66萬億美元,使其成為全球第二大上市公司,僅次於蘋果(NASDAQ:AAPL)。

英偉達的驚人市值來自其數據中心業務的快速增長,像OpenAI等公司使用其晶片開發人工智能技術。根據LSEG的數據,分析師預測英偉達的這部分業務在本財年銷售額將達到1130億美元,這是2024財年的475億美元的兩倍多。

英偉達在消費市場仍有相當大的業務,向PC遊戲玩家銷售圖形處理單元,分析師預計該業務在今年將達到117.7億美元。英偉達在遊戲晶片市場中仍然保持領先,與超微(NASDAQ:AMD)和英特爾(NASDAQ:INTC)競爭。

去年,英偉達在其開發者大會上推出了Blackwell AI伺服器架構,其新一代圖形處理單元(GPU)可能將基於類似的Blackwell技術。新款遊戲圖形晶片通常會提高性能和圖像質量。

英偉達也越來越多地希望將其在數據中心的領先地位轉化為更廣泛的PC市場,將其遊戲晶片定位為能夠處理AI工作的企業PC和筆記本電腦的有用工具,例如聊天機器人和能夠協助執行業務任務的“代理”。

這使得該公司直接與英特爾和高通(NASDAQ:QCOM)等公司競爭,後者希望AI特徵能夠促使新一輪的PC升級。

黃仁勳計劃於美國東部時間晚上9:30登台演講。

從這篇報道可以看出,英偉達在人工智能和遊戲市場的拓展策略相當清晰,尤其是在數據中心業務的成功推動下,其股價和市值持續飆升。這不僅顯示出英偉達在技術創新上的持續努力,也暗示了未來在企業市場中的潛在增長空間。

值得注意的是,隨著AI技術的迅速發展,英偉達不僅在消費者市場上保持競爭力,還在企業市場中尋求新的機會。這樣的雙線發展策略可能會使其在未來的市場競爭中更具優勢,特別是在全球對AI需求持續增長的背景下。

隨著黃仁勳的演講即將開始,市場將密切關注他將介紹的具體技術和未來計劃,這將可能影響投資者的信心及市場走向。

以上文章由特價GPT API根據網上資料所翻譯及撰寫,過程中沒有任何人類參與 🙂

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