Jensen Huang Reveals That Demand For Nvidia GPUs Is 'Just So Strong' That Supply Takes A Hit
Jensen Huang Reveals That Demand For Nvidia GPUs Is 'Just So Strong' That Supply Takes A Hit
Nvidia (NASDAQ:NVDA) CEO Jensen Huang discussed the company's supply challenges due to the rising demand for its chips.
英伟达（纳斯达克股票代码：NVDA）首席执行官黄延森讨论了该公司因芯片需求上升而面临的供应挑战。
What Happened: During an exclusive interview, Huang emphasized that the demand for Nvidia's graphics processing units (GPUs) is exceptionally high, but the supply cannot keep up, Yahoo Finance reported on Wednesday. He highlighted that customers are eager to deploy data centers using Nvidia's GPUs to generate and save money immediately.
发生了什么：雅虎财经周三报道，黄在接受独家采访时强调，对英伟达图形处理单元（GPU）的需求异常高，但供应跟不上。他强调说，客户渴望使用Nvidia的GPU部署数据中心，以立即产生资金并节省资金。
"People want to deploy these data centers right now," Huang said.
黄说：“人们现在想部署这些数据中心。”
"They want to put our [graphics processing units] to work right now and start making money and start saving money. And so that demand is just so strong."
“他们想让我们的 [图形处理单元] 立即投入工作，开始赚钱并开始省钱。因此，需求非常强劲。”
Nvidia is currently transitioning from its Hopper AI platform to the more advanced Blackwell system. Despite concerns from analysts about a potential demand lull, Huang noted that demand for Hopper has continued to grow even after the announcement of Blackwell.
英伟达目前正在从其Hopper AI平台过渡到更先进的布莱克韦尔系统。尽管分析师担心潜在的需求平缓，但黄指出，即使在Blackwell宣布之后，对Hopper的需求仍在持续增长。
Huang further explained that the complexity of Nvidia's chips is a significant factor in the supply constraints.
黄进一步解释说，英伟达芯片的复杂性是供应限制的重要因素。
"Every component, every part of our data center, is the most complex computer the world's ever made," Huang said.
黄说：“我们数据中心的每个组件，每个部分，都是世界上有史以来最复杂的计算机。”
"And so it's sensible that almost everything is constrained."
“因此，几乎所有东西都受到限制是明智的。”
Why It Matters: Nvidia's recent financial performance highlights the company's strong market position. Nvidia reported a significant beat-and-raise for the first quarter, announcing a 150% increase in its dividend and a 10-for-1 stock split. It surpassed Wall Street forecasts with adjusted earnings per share of $6.12 on revenue of $26 billion.
为何重要：Nvidia最近的财务业绩凸显了该公司的强劲市场地位。英伟达报告称，第一季度大幅上涨，宣布其股息增加150％，股票拆分10比1。它超出了华尔街的预期，调整后的每股收益为6.12美元，收入为260亿美元。
Furthermore, Nvidia's strategic focus on AI is evident from its transition to the Blackwell system. This move positions the company to capitalize on the trillion-parameter era, offering richer solutions to its customers. CEO Jensen Huang emphasized the importance of expanding and enhancing their AI capabilities.
此外，英伟达对人工智能的战略重点从其向布莱克韦尔系统的过渡中显而易见。此举使公司能够利用万亿参数时代，为其客户提供更丰富的解决方案。首席执行官黄延森强调了扩大和增强其人工智能能力的重要性。
Photo courtesy: Nvidia Corp on Flickr
照片提供：英伟达公司在 Flickr
This story was generated using Benzinga Neuro and edited by Pooja Rajkumari
这个故事是使用 Benzinga Neuro 创作的，由 Pooja Rajkumari
译文内容由第三方软件翻译。