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.
英偉達（納斯達克股票代碼：NVDA）首席執行官黃延森討論了該公司因芯片需求上升而面臨的供應挑戰。
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.
發生了什麼：雅虎財經週三報道，黃在接受獨家採訪時強調，對英偉達圖形處理單元（GPU）的需求異常高，但供應跟不上。他強調說，客戶渴望使用Nvidia的GPU部署數據中心，以立即產生資金並節省資金。
"People want to deploy these data centers right now," Huang said.
黃說：“人們現在想部署這些數據中心。”
"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."
“他們想讓我們的 [圖形處理單元] 立即投入工作，開始賺錢並開始省錢。因此，需求非常強勁。”
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.
英偉達目前正在從其Hopper AI平台過渡到更先進的布萊克韋爾系統。儘管分析師擔心潛在的需求平緩，但黃指出，即使在Blackwell宣佈之後，對Hopper的需求仍在持續增長。
Huang further explained that the complexity of Nvidia's chips is a significant factor in the supply constraints.
黃進一步解釋說，英偉達芯片的複雜性是供應限制的重要因素。
"Every component, every part of our data center, is the most complex computer the world's ever made," Huang said.
黃說：“我們數據中心的每個組件，每個部分，都是世界上有史以來最複雜的計算機。”
"And so it's sensible that almost everything is constrained."
“因此，幾乎所有東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.
爲何重要：Nvidia最近的財務業績凸顯了該公司的強勁市場地位。英偉達報告稱，第一季度大幅上漲，宣佈其股息增加150％，股票拆分10比1。它超出了華爾街的預期，調整後的每股收益爲6.12美元，收入爲260億美元。
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，英偉達對人工智能的戰略重點從其向布萊克韋爾系統的過渡中顯而易見。此舉使公司能夠利用萬億參數時代，爲其客戶提供更豐富的解決方案。首席執行官黃延森強調了擴大和增強其人工智能能力的重要性。
Photo courtesy: Nvidia Corp on Flickr
照片提供：英偉達公司在 Flickr
This story was generated using Benzinga Neuro and edited by Pooja Rajkumari
這個故事是使用 Benzinga Neuro 創作的，由 Pooja Rajkumari
譯文內容由第三人軟體翻譯。