英伟达GPU卖爆？AI产业需达6000亿美元才能收回投资！
红杉资本指出，英伟达在2023年第四季度实现500亿美元的GPU营收，这意味着数据中心的总支出约为1000亿美元。同时，大模型应用和服务提供商也需要获得利润，比如大模型服务商OpenAI，Microsoft，Google，XAI，Salesforce ...
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AI产业急需6000亿美元营收以实现投资回报
英伟达在2023年第四季度实现了500亿美元的GPU营收，推算出数据中心的总支出大约为1000亿美元。同时，大型模型的服务提供商，如OpenAI、Microsoft、Google等，对于实现50%的利润率，意味着在当前GPU的投资生命周期内需要产生2000亿美元的收入才能收回前期投入。而考虑到云服务供应商的利润，实际的总收入要求甚至更高，估计到2023年，AI行业的总体营收需求将提升至6000亿美 ...