黄仁勋称6600亿美元AI资本支出建设具有可持续性

新浪财经02-07

来源：环球市场播报英伟达首席执行官黄仁勋周五对媒体表示，科技行业为AI基础设施激增的资本支出是合理、恰当且可持续的。他表示：“其原因是所有这些公司的现金流都将开始增长。”英伟达股价周五交易时段上涨了7%。黄仁勋此番评论发表之际，英伟达的关键客户Meta、亚马逊、谷歌和微软在过去两周公布了最新财报。这些公司告诉投资者，他们计划大幅增加对AI基础设施的投入。这些超大规模企业今年在资本支出上总计可能投入...

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sustainable","themeId":"c0ce71520382680f4c1c08822eb1109b","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"2NVD.UK":0.6,"NVD":0.6,"NVDX":0.6,"NVDG":0.6,"NVDD":0.6,"AMZN":0.9,"NVII":0.6,"MSFX":0.6,"NVIW.SI":0.6,"MSFD":0.6,"NVDQ":0.6,"MSFL":0.6,"META":0.9,"NVDY":0.6,"NVDS":0.6,"MSFW":0.6,"NVDS.UK":0.6,"3NVD.UK":0.6,"MSFY":0.6,"NVDU":0.6,"NVD2.UK":0.6,"SNVD.UK":0.6,"NVDW":0.6,"NVD3.UK":0.6,"MSFO":0.6,"DIPS":0.6,"NVDA":1.96},"content_text":"来源：环球市场播报英伟达首席执行官黄仁勋周五对媒体表示，科技行业为AI基础设施激增的资本支出是合理、恰当且可持续的。他表示：“其原因是所有这些公司的现金流都将开始增长。”英伟达股价周五交易时段上涨了7%。黄仁勋此番评论发表之际，英伟达的关键客户Meta、亚马逊、谷歌和微软在过去两周公布了最新财报。这些公司告诉投资者，他们计划大幅增加对AI基础设施的投入。这些超大规模企业今年在资本支出上总计可能投入6600亿美元，其中很大一部分将用于购买英伟达的芯片。华尔街对激增的支出反应不一，推动Meta和Alphabet的股价上涨，但打压了亚马逊和微软的股价。黄仁勋表示，“人类历史上最大规模的基础设施建设”是由“极高”的计算能力需求所驱动的，AI公司和超大规模企业可以利用这些计算能力赚取更多利润。他列举了英伟达客户如何运用AI的具体例子。黄仁勋表示，Meta正在利用AI，从运行在CPU上的推荐系统转向使用生成式AI和智能体的系统。他说，亚马逊云服务对英伟达芯片和AI的使用将影响这家零售巨头的产品推荐方式，而微软将使用英伟达驱动的AI来改进其企业软件。他还赞扬了两家领先的人工智能实验室OpenAI和Anthropic，他们都通过云提供商使用英伟达芯片。英伟达去年向Anthropic投资了100亿美元，黄仁勋本周早些时候表示，这家芯片制造商将在OpenAI的下轮融资中投入巨资。黄仁勋表示：“Anthropic正在赚取巨额利润。OpenAI也正在赚取巨额利润。如果他们的计算能力能翻倍，收入就会翻四倍。”他表示，英伟达过去销售的所有图形处理器——甚至是像A100这样的六年前芯片——目前都正在被租用，这反映出对AI计算能力的持续需求。黄仁勋说：“只要人们继续为AI付费，并且AI公司能够从中获利，它们就会不断加倍、加倍、加倍、加倍地投入。”","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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