英伟达称今年CPU销售额将达200亿美元

环球市场播报05-21

专题：英伟达第一季度业绩超预期，芯片销售强劲，展望乐观　　英伟达不再满足于主导全球GPU数据中心市场，该公司表示，如今已将目标瞄准成为全球领先的CPU供应商。　　首席财务官Colette Kress在周四英伟达Q1财报电话会议上宣布了这一消息，她表示，CPU市场代表着2000亿美元的总潜在市场，而英伟达此前从未涉足这一领域。　　据Kress称，公司目前预计今年独立CPU收入将接近200...

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Kress在周四英伟达Q1财报电话会议上宣布了这一消息，她表示，CPU市场代表着2000亿美元的总潜在市场，而英伟达此前从未涉足这一领域。\n　　据Kress称，公司目前预计今年独立CPU收入将接近200亿美元，所有主要的超大规模厂商和系统制造商都与英伟达合作部署这些芯片。\n　　英伟达首席执行官黄仁勋在财报电话会议上表示：“全球正在为代理式AI和机器人物理AI重建计算架构。英伟达正处于这些变革的中心。”\n　　图形处理器（GPU）凭借其训练和运行AI模型的能力，成就了今天的英伟达。但随着AI代理的持续爆发式普及，中央处理器（CPU）正迅速成为AI数据中心不可或缺的组成部分。\n　　可以将AI代理视为半自主和全自主的数字助手，它们可以执行诸如整理电子邮件、浏览网页以及管理文件等任务。GPU负责运行实际的AI模型，而AI代理需要借助CPU来代表你执行这些操作。\n　　英伟达多年来一直提供自有的CPU，主要将其与GPU搭配用于AI服务器。该公司的GB300芯片由一颗Grace CPU和两颗Blackwell Ultra GPU组成。同样，其下一代Vera Rubin超级芯片由Vera CPU和Rubin GPU构成。\n　　今年3月，英伟达宣布将向Meta出货首批仅配备CPU的Grace服务器，并计划于2027年部署仅配备Vera的服务器。\n　　黄仁勋表示：“我们将需要更多的CPU。Vera正是为成为代理式AI CPU而设计的。”\n　　市场对CPU的热情尤其使英特尔受益，推动其股价年初至今飙升222%。但该公司仍面临资源限制，需求远远超过供应。\n　　英伟达的竞争对手AMD在其最新财报中也指出CPU需求增加，该公司表示，其EPYC CPU和Instinct GPU帮助实现了58亿美元的营收，同比增长57%。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：丁文武","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"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 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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