1314.经济学人-Can anything stop Nvidia’s Jensen Huang?-3

The aim of the conference was to offer a simple answer: none. This is the start of a new industrial revolution and, according to Mr Huang, Nvidia is first in line to build the “AI factories” of the future.

Demand for Nvidia’s graphics-processing units (GPUs), AI-modellers’ favourite type of processor, is so insatiable that they are in short supply.

No matter. Nvidia announced the launch later this year of a new generation of superchips, named Blackwell, that are many times more powerful than its existing GPUs, promising bigger and cleverer AIs.

Thanks to AI, spending on global data centres was $250bn last year, Mr Huang says, and is growing at 20% a year.

His company intends to capture much of that growth. To make it more difficult for rivals to catch up, Nvidia is pricing Blackwell GPUs at $30,000-40,000 apiece, which Wall Street deems conservative.

这是《经济学人》2024年3月刊的一篇文章'Can anything stop Nvidia’s Jensen Huang?'第4段。

1

这次会议的目的是提供一个简单的答案：没有（限制）。黄先生表示，这是新工业革命的开始，英伟达率先构建了未来的“人工智能工厂”。

2

Nvidia的图形处理单元(GPU)是人工智能建模者最喜欢的处理器类型，但其需求如此难以满足，以至于供不应求。

3

不管。 Nvidia宣布于今年晚些时候推出名为Blackwell的新一代超级芯片，其性能比现有GPU强大许多倍，有望带来更大、更智能的人工智能。

4

黄先生表示，得益于人工智能，去年全球数据中心的支出达到 2500 亿美元，并且每年以20%的速度增长。

5

conservative：保守的

他的公司打算抓住这一增长的大部分。为了让竞争对手更难追赶，Nvidia 将 Blackwell GPU 的定价定为每块 30,000-40,000 美元，华尔街认为这个价格比较保守。

词汇

conservative：保守的