Nvidia's AI Dominance Leaves Intel, AMD Scrambling For Second Place
Nvidia's AI Dominance Leaves Intel, AMD Scrambling For Second Place
Nvidia Corp. (NASDAQ:NVDA) is experiencing a surge in revenue, with its AI business leading the charge. This has prompted its competitors, Intel Corporation (NASDAQ:INTC) and Advanced Micro Devices Inc. (NASDAQ:AMD), to intensify their efforts to challenge Nvidia's market dominance.
英伟达公司（纳斯达克股票代码：NVDA）的收入激增，其人工智能业务处于领先地位。这促使其竞争对手英特尔公司（纳斯达克股票代码：INTC）和先进微设备公司（纳斯达克股票代码：AMD）加紧努力，挑战英伟达的市场主导地位。
What Happened: Nvidia's revenue has more than tripled for the third consecutive quarter, with a promising outlook for the rest of the year.
发生了什么：英伟达的收入连续第三个季度增长了三倍多，今年余下的时间前景乐观。
The company's data center business alone raked in a record $47.5 billion in 2023, driven by the demand for computing power to train AI models. This figure represents a staggering 427% year-on-year increase.
仅该公司的数据中心业务在2023年就达到了创纪录的475亿美元，这得益于对训练人工智能模型的计算能力的需求。这个数字代表着惊人的同比增长了427％。
Despite Nvidia's commanding position in the AI training space, its competitors are exploring other avenues. One such area is AI-capable PCs, with Microsoft Corp. (NASDAQ:MSFT) recently unveiling PCs powered by its AI platform, Copilot. This move is expected to drive significant demand in the emerging segment.
尽管英伟达在人工智能训练领域占据主导地位，但其竞争对手正在探索其他途径。支持人工智能的个人电脑就是其中一个领域，微软公司（纳斯达克股票代码：MSFT）最近推出了由其人工智能平台Copilot提供支持的电脑。这一举措预计将推动新兴细分市场的巨大需求。
Both Intel and AMD have also entered the AI PC market, with each claiming to have developed the first AI PC chip, according to Nikkei Asia.
据日经亚洲报道，英特尔和AMD也都进入了人工智能电脑市场，他们都声称已经开发了第一款人工智能电脑芯片。
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Intel has committed to shipping chips for over 100 million AI PCs by 2025, including more than 40 million in 2024 alone. AMD, on the other hand, has not provided any guidance on AI PC shipping volumes but has expressed optimism about the segment's potential.
英特尔承诺到2025年为超过1亿台人工智能电脑出货芯片，其中仅在2024年就超过4000万台。另一方面，AMD没有就人工智能电脑的出货量提供任何指导，但对该细分市场的潜力表示乐观。
"We know that Nvidia today is the market leader in terms of market share. It's a factual statement that they have a dominant market share position," Andrew Dieckmann, corporate vice president and general manager of AMD's data center business unit, told Nikkei Asia.
“我们知道，就市场份额而言，今天的Nvidia是市场领导者。这是他们占据市场份额主导地位的事实陈述。” AMD数据中心业务部门公司副总裁兼总经理安德鲁·迪克曼告诉日经亚洲。
But AMD is gunning for the second spot. "You have to start with being a credible No. 2," he said.
但是 AMD 正在争夺第二名。他说：“你必须从成为可靠的二号人物开始。”
Why It Matters: Following Nvidia's blowout quarter, Wedbush analyst Dan Ives predicted that the AI revolution will lead to trillion-dollar valuations in tech, stating that "the party's just getting started."
为何重要：继英伟达的井喷季度之后，Wedbush分析师丹·艾夫斯预测，人工智能革命将导致数万亿美元的科技估值，他说 “该党才刚刚起步”。
This sentiment is echoed by Michael Burry, who sees Nvidia and AMD as the most obvious AI investment opportunities.
迈克尔·伯里也赞同这一观点，他认为英伟达和AMD是最明显的人工智能投资机会。
Despite Nvidia's current dominance, there are indications that the AI market could be more fragmented and slow to develop than anticipated. As the AI PC segment is still in its early stages, it remains to be seen who will emerge as the leader in this space.
尽管英伟达目前占据主导地位，但有迹象表明，人工智能市场可能比预期的更加分散和缓慢。由于人工智能电脑领域仍处于初期阶段，谁将成为该领域的领导者还有待观察。
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