
英伟达CEO黄仁勋周四告诉CNBC,新云公司的需求“超出预期”,但资本稀缺正在制约增长。
Nvidia CEO Jensen Huang told CNBC Thursday that demand for neocloud firms is "off the charts," but scarce capital is holding back growth.
“如果你看基本面,新云的需求超出预期,”黄仁勋在公司柏林GTC会议期间告诉CNBC的Arjun Kharpal,并补充说其能力“非凡”。“中间缺少的是推动增长所需的营运资本……因为AI在众多领域需求巨大,资本稀缺,”黄仁勋说。“资本需求远大于资本供应。这将会得到解决,”他补充道。
"If you look at the fundamentals, the demand for the neo clouds is off the charts," Huang told CNBC's Arjun Kharpal on the sidelines of the company's GTC conference in Berlin on Thursday, adding that capabilities are "extraordinary." "What is missing in the middle is the working capital to fuel that growth… because there's just so much demand across so many sectors of AI, there's a scarcity of capital," Huang said. "The demand of the capital is much greater than the availability of the capital. That's going to get solved," he added.