Nvidia At The Center Of Global 'Sovereign AI' Wave: Here's What It Means
Nvidia At The Center Of Global 'Sovereign AI' Wave: Here's What It Means
NVIDIA Corp (NASDAQ:NVDA) is emerging as a key player in the global drive for 'Sovereign AI' as nations seek to develop independent AI capabilities, a trend that could significantly boost the company's long-term growth.
隨着各國尋求發展獨立的人工智能能力，NVIDIA公司（納斯達克股票代碼：NVDA）正在成爲全球推動 “主權人工智能” 的關鍵參與者，這一趨勢可能會顯著促進公司的長期增長。
What Happened: During the first quarter earnings call, Nvidia executives highlighted the company's pivotal role in powering national AI initiatives worldwide.
發生了什麼：在第一季度業績電話會議上，Nvidia高管強調了該公司在推動全球國家人工智能計劃方面的關鍵作用。
Nvidia CFO Colette Kress noted, "Sovereign AI refers to a nation's capabilities to produce artificial intelligence using its own infrastructure, data, workforce and business networks."
英偉達首席財務官科萊特·克雷斯指出：“主權人工智能是指一個國家利用自己的基礎設施、數據、勞動力和商業網絡生產人工智能的能力。”
Kress elaborated that nations are pursuing diverse models for Sovereign AI buildouts. "Some are procuring and operating Sovereign AI clouds in collaboration with state-owned telecommunication providers or utilities. Others are sponsoring local cloud partners to provide a shared AI computing platform for public and private sector use."
克雷斯詳細闡述說，各國正在尋求主權人工智能建設的多樣化模式。“有些人正在與國有電信提供商或公用事業公司合作採購和運營Sovereign AI雲。其他人則贊助本地雲合作伙伴提供共享的人工智能計算平台供公共和私營部門使用。”
Nvidia CEO Jensen Huang has long advocated that leadership in AI will be pivotal to national prosperity in the Fourth Industrial Revolution. In first quarter prepared remarks, he emphasized, "The importance of AI has caught the attention of every nation."
英偉達首席執行官黃延森長期以來一直主張，人工智能領域的領導地位對於第四次工業革命中的國家繁榮至關重要。在第一季度準備好的講話中，他強調說：“人工智能的重要性引起了每個國家的注意。”
As the generative AI era ignites globally, Nvidia finds itself supplying the crucial architectures, hardware, and expertise to empower countries' quests for autonomous AI development and self-determination.
隨着生成式人工智能時代在全球的到來，Nvidia發現自己提供了關鍵的架構、硬件和專業知識，以推動各國尋求自主人工智能開發和自決的追求。
Examples of this trend are rapidly emerging worldwide. Japan, for instance, plans to invest over $740 million in domestic AI infrastructure providers like KDDI, Sakura Internet, and SoftBank. Meanwhile, France-based Scaleway is constructing Europe's "most powerful cloud-native AI supercomputer." Italy's Swisscom Group will host that nation's first supercomputer for training Italian language models.
這種趨勢的例子在世界範圍內迅速出現。例如，日本計劃向KDDI、櫻花互聯網和軟銀等國內人工智能基礎設施提供商投資超過7.4億美元。同時，總部位於法國的Scaleway正在建造歐洲 “最強大的雲原生人工智能超級計算機”。意大利的瑞士電信集團將託管該國第一臺用於訓練意大利語言模型的超級計算機。
Why It Matters: This development comes on the heels of Nvidia's doubling down on the AI future with Blackwell, priming for the trillion-parameter era. The company's CEO, Jensen Huang, has long emphasized the importance of AI in the Fourth Industrial Revolution, a sentiment echoed by analysts who predict that the AI revolution will lead to trillion-dollar valuations in tech.
爲何重要：這一發展是在英偉達與Blackwell一起加倍關注人工智能未來之後發生的，爲萬億參數時代做好了準備。該公司首席執行官黃延森長期以來一直強調人工智能在第四次工業革命中的重要性，分析師也贊同這一觀點，他們預測人工智能革命將導致數萬億美元的科技估值。
Despite the global economic uncertainty, Nvidia has continued to steer the market with its strong performance. The company recently reported beat-and-raise first quarter earnings, announcing a 150% dividend hike and a 10-for-1 stock split, further solidifying its position as a market leader.
儘管全球經濟存在不確定性，但英偉達繼續以其強勁的表現引導市場。該公司最近公佈了第一季度收益，宣佈股息上調150％，股票10比1拆分，進一步鞏固了其作爲市場領導者的地位。
Price Action: Nvidia shares ended Wednesday's regular session 0.46% lower at $949.50. However, the shares soared 6.06% in the after-hours trading at $1,007, according to the data from Benzinga Pro.
價格走勢：英偉達股價在週三的例行交易中下跌0.46％，至949.50美元。但是，根據Benzinga Pro的數據，該股在盤後交易中飆升了6.06％，至1,007美元。
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Disclaimer: This content was partially produced with the help of Benzinga Neuro and was reviewed and published by Benzinga editors.
免責聲明： 該內容部分是在 Benzinga Neuro 的幫助下製作的，並由 Benzinga 編輯審查和出版。
譯文內容由第三人軟體翻譯。