英偉達財報:滿眼都是AI
英偉達全年AI收入創下歷史新高,財報和電話會中也無數次提到AI,點出了這家企業未來的重要發展方向之一。
隔夜,英偉達公佈了四季度及全年業績報告,儘管營業收入有所放緩,但數據中心(含AI)收入創紀錄:四季度收入36.2億美元,同比增長11%,全年收入增長41%,至歷史新高150.1億美元。
在財報發佈後的電話會上,英偉達CEO黃仁勳表示,從初創公司到大型企業對生成式Al的興趣越來越濃厚。AI的應用開始展示出這項新興技術的潛力,AI技術已經到達了一個拐點:
技術突破的累積已經將AI帶到一個拐點,生成式AI引發了採用AI戰略的緊迫感。
英偉達本質上是當今AI系統的操作系統,這個軟件體系完全加速了。
英偉達CFO Collette Kress也參加了公司的電話會議,她表示:
這是一個巨大的機遇,將推動數據中心的強勁增長,這一增長將在全年加速。
黃仁勳說,憑藉在遊戲和數據中心等領域的專業知識,隨着AI服務需求的增長,英偉達正處於一個理想的位置,可以抓住機遇。
更多細節將在3月份的英偉達GTC開發者大會上討論,他確信AI市場對企業和英偉達等技術提供商都是挑戰和機遇:
AI超級計算機技術對大多數人來說仍然是一個不可逾越的障礙,毫無疑問,這是計算機行業的一個重大時刻。
爲了幫助企業進入AI領域,英偉達還推出了旗下AI雲服務產品,目前英偉達已與甲骨文雲達成合作,用戶可通過甲骨文雲基礎設施上的英偉達DGX雲對英偉達DGX AI超級計算機的訪問。
DGX Cloud將推動對雲服務提供商的需求,因爲英偉達有許多客戶,包括AI初創公司和企業,他們希望在雲、混合雲配置或多種雲服務中運行AI應用程序。對此黃仁勳說:
我們將成爲全球雲領域最好的AI銷售人員,
鑑於英偉達提到AI的次數頻繁得引人注意,推特上一名用戶做了粗略的統計:
在五分鐘內,英偉達提到了23次“AI”。
另一名用戶則表示,英偉達的價值被高估了:
我的看法。英偉達的數據比預期的要好一些,但英偉達的價值仍然被高估得難以置信。
季度收益電話會議聽起來像一個廣告。他們已經提到 "Al "這個詞大約50次了,但電話會議仍在繼續。
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