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Nvidia's AI Leadership To Drive $1 Trillion Market Growth, With Accenture Partnership Accelerating Adoption, Analyst Says

Nvidia's AI Leadership To Drive $1 Trillion Market Growth, With Accenture Partnership Accelerating Adoption, Analyst Says

英偉達的人工智能領導將推動1萬億美元市場增長,埃森哲的合作加速了採用,分析師表示
Benzinga ·  04:59

In the latest tech news that has investors buzzing, Nvidia Corp (NASDAQ:NVDA) and Accenture PLC (NYSE:ACN) have teamed up to forge a new era in AI adoption within enterprises.

最新的科技資訊讓投資者們興奮不已,英偉達公司(NASDAQ:NVDA)和埃森哲公司(NYSE:ACN)聯手打造了企業人工智能採納的新時代。

As they unveil their ambitious plans, Wedbush Securities' analyst Dan Ives has weighed in with insights that paint a promising picture for Nvidia's stock.

在他們揭開雄心勃勃的計劃之際,Wedbush Securities的分析師丹·艾夫斯提出了見解,爲英偉達股票描繪了一個充滿希望的前景。

Accenture's new Nvidia Business Group aims to equip 30,000 professionals globally, enabling companies to reinvent their processes and scale AI adoption efficiently.

埃森哲的新英偉達業務群旨在爲全球3萬名專業人士提供裝備,幫助公司重新塑造其流程,有效推動人工智能的採用。

'Tip Of The Iceberg' In AI Revolution

人工智能革命的冰山一角

"AI starts with the Godfather of AI Jensen and Nvidia," Ives said. He believes this partnership is just the beginning, calling it "the tip of the iceberg on the broader AI Revolution and demand adoption into 2025 and beyond."

"人工智能以AI教父Jensen和英偉達爲起點,"艾夫斯說。他認爲這一合作僅僅是個開始,稱其爲"更廣泛的人工智能革命的冰山一角,預計將在2025年及以後推動採納。"

The stakes are high, with Ives predicting massive financial ramifications. "For every $1 spent on an Nvidia GPU, there is a $8-$10 multiplier across the tech sector," he said, suggesting that Nvidia is not just a player in the AI space, but a dominant force poised for growth.

賭注很高,艾夫斯預測會帶來巨大的財務影響。"每花費$1購買英偉達gpu芯片,在科技行業帶來的回報是$8至$10的倍數,"他說,暗示英偉達不僅是人工智能領域的一員,更是一個主導力量,準備好實現增長。

Read Also: Accenture And NVIDIA Team Up To Supercharge Global AI Adoption: Details

閱讀更多:埃森哲和英偉達合作,助力全球人工智能採納:詳情

Nvidia's GPU's = 'New Oil & Gold' Of The Tech World

英偉達的GPU芯片= 科技世界的『新石油和黃金』

As enterprises ramp up their AI investments, Nvidia's GPUs have become the "new oil and gold" in the tech world, a clear sign of its strategic importance.

隨着企業加大人工智能投資力度,英偉達的gpu芯片-雲計算在科技界已成爲「新的石油和黃金」,這清楚地顯示了它的戰略重要性。

But what does this mean for Nvidia's future? According to Ives, the upcoming months will be critical. He likens the current landscape to "the 1995 (almost 1996) start of the Internet Moment," distinguishing it from the tumultuous 1999 Tech Bubble.

但這對英偉達的未來意味着什麼?據艾夫斯稱,未來幾個月將至關重要。他將當前的格局比作「1995年(幾乎1996年)互聯網時刻」的開始,將其與動盪的1999年科技泡沫區分開來。

$1T In AI Expenditure Coming Up

未來將有1萬億美元的人工智能支出

He forecasts that the coming $1 trillion in AI capital expenditures will significantly impact Nvidia's position, despite growing competition from rivals like Advanced Micro Devices Inc (NASDAQ:AMD).

他預測到未來1萬億美元的人工智能資本開支將顯著影響英偉達的地位,儘管來自競爭對手美國超微公司(納斯達克:AMD)等對手的競爭不斷加劇。

As demand for AI solutions accelerates across the globe, with tech giants like Amazon, Google's parent Alphabet Inc, and Microsoft reporting surges in enterprise AI needs, it's clear that Nvidia is at the forefront of this technological renaissance.

隨着全球對人工智能解決方案的需求加速增長,亞馬遜、谷歌母公司alphabet inc以及微軟等科技巨頭紛紛報告企業人工智能需求激增,很明顯,英偉達已處於這場技術復興的最前沿。

With Accenture leading the charge, the stage is set for Nvidia's stock to potentially soar as the AI revolution unfolds.

隨着埃森哲領頭髮起,英偉達股票有望在人工智能革命逐步展開過程中飆升。

In a world where technology is rapidly shaping our future, all eyes are on Nvidia, the dominant force in the AI sector. With innovations pushing boundaries and markets soaring, investors should brace themselves for a thrilling ride.

在一個科技正在迅速塑造我們未來的世界中,所有視線都聚焦在英偉達,作爲人工智能板塊的主導力量。隨着創新推動着邊界和市場不斷飆升,投資者應該爲這一激動人心的旅程做好準備。

  • Nvidia Expands AI Offerings with New Open-Source Models and Unreal Engine 5 Plugins
  • 英偉達通過推出新的開源模型和虛幻引擎5插件擴展了人工智能產品。

Photo: Shutterstock

Photo: shutterstock

譯文內容由第三人軟體翻譯。


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