近日，英伟达首席财务官（CFO）科莱特·克雷斯（Colette Kress）在财报电话会议上表示，市场对英伟达未来年营收达到5000亿美元的预测“其实相当保守”。这一言论迅速引发投资者和科技行业的广泛关注。尽管目前英伟达的年营收尚未突破千亿美元大关，但随着人工智能（AI）芯片需求持续飙升，公司业绩正以惊人速度增长。2024财年，英伟达营收已超过600亿美元，同比增长逾125%。克雷斯指出，数据中心业务——尤其是用于训练和推理的AI加速器——已成为公司增长的核心引擎。她强调，全球企业、云服务商和政府机构对高性能计算基础设施的投资正在加速，这将推动英伟达在未来几年实现指数级扩张。分析人士认为，虽然5000亿美元的营收目标看似遥不可及，但在AI革命全面铺开、算力成为新“石油”的背景下，这一预测或许并非天方夜谭。不过，也有声音提醒需警惕市场过热、竞争加剧以及监管风险等潜在挑战。
Recently, NVIDIA CFO Colette Kress stated during an earnings call that market projections forecasting the company’s annual revenue to reach $500 billion are “actually quite conservative.” The remark quickly drew widespread attention from investors and the tech industry. Although NVIDIA’s current annual revenue has not yet breached the $100 billion mark, its performance is surging at an extraordinary pace, driven by soaring demand for AI chips. In fiscal year 2024, NVIDIA reported over $60 billion in revenue—a more than 125% year-over-year increase. Kress highlighted that its Data Center segment, particularly AI accelerators used for training and inference, has become the core engine of growth. She emphasized that global enterprises, cloud service providers, and government agencies are accelerating investments in high-performance computing infrastructure, which will fuel exponential expansion for NVIDIA in the coming years. Analysts note that while a $500 billion revenue target may seem far-fetched today, it might not be implausible in the context of a full-scale AI revolution where computing power is becoming the new “oil.” Nevertheless, some caution against overheated market expectations, intensifying competition, and regulatory risks.
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