内容来源：https://aibusiness.com/data-centers/nvidia-s-leap-to-5-trillion-valuation-bolsters-ai-boom

内容总结：

在生成式人工智能应用浪潮中，企业应优先选择能优化信息交互体验的落地场景。作为全球市值最高的企业，英伟达的崛起轨迹从游戏显卡设计商延伸至AI芯片制造霸主，其发展历程已成为衡量人工智能行业走势的重要风向标。

行业分析师R"Ray"王指出，当前AI产业的爆炸式增长主要由英伟达GPU驱动，其市场地位已形成"始于英伟达，终于英伟达"的行业生态。尽管英特尔、AMD和高通等芯片巨头正加速布局AI领域，英伟达仍通过持续建设数据中心、AI工厂及推出新一代芯片保持领先优势。

针对市场对AI泡沫的担忧，专家认为现阶段行业仍处于繁荣周期，真正的泡沫风险将出现在"社会无力承担AI应用成本"之时，而非需求不足所致。目前市场对AI算力的需求仍呈现持续增长态势。

中文翻译：

本文由谷歌云赞助
如何选择首个生成式AI应用场景
若想涉足生成式AI领域，建议首先关注能够优化人机信息交互体验的应用场景。

这家企业从视频游戏处理器设计商跃升为全球顶级AI芯片制造商及市值最高的科技巨头。然而在其主导的人工智能领域，正弥漫着泡沫即将破裂的忧虑。

英伟达已登顶全球市值榜首。

对于过去三年间凭借英伟达GPU实现爆发式增长的AI产业而言，这一里程碑意味着：英伟达不仅是行业发展的核心引擎，其市值巅峰更"折射出AI市场的真实水位"——星座研究公司创始人兼首席分析师R·"雷"·王在《AI商业》播客的突发新闻解析特辑中如是断言。

"英伟达贯穿了AI产业的始终。"王先生在节目中强调。

当前，英伟达持续扩建数据中心、AI工厂，不断推出性能更强的AI芯片，并将其投入这个对算力如饥似渴的市场。即便面临英特尔、超威半导体和高通等芯片巨头的激烈角逐，英伟达依然保持着强劲的增长态势。

王先生并未否认AI泡沫可能破裂的风险，但他指出这绝不会源于市场需求不足："我们正处在AI繁荣周期的中段。当社会无法承载AI带来的就业结构剧变时，泡沫临界点才会真正显现。"

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英文来源：

Sponsored by Google Cloud
Choosing Your First Generative AI Use Cases
To get started with generative AI, first focus on areas that can improve human experiences with information.
The vendor rose from a designer of video game processors to the world's top AI chipmaker and most valuable company. Yet the AI sector it leads faces fears of a bubble ready to burst.
Nvidia is now the world's most valuable company.
What that means for the AI industry, which has experienced spectacular growth over the last three years largely powered by Nvidia GPUs, is that Nvidia is not only the chief driver of the AI industry, but also that its success is "a reflection of where the AI market is," according to R "Ray" Wang, founder and analyst at Constellation Research.
"AI begins and ends with Nvidia," Wang said on a breaking news analysis edition of the Targeting AI podcast from AI Business.
In the meantime, Nvidia keeps building data centers, AI factories and new and more powerful AI chips and selling them into a market that appears to be demanding an endless supply of AI processing power.
Even with computer chip stalwarts like Intel, AMD and Qualcomm hustling to grab a piece of this lucrative business, Nvidia is poised to keep growing.
Wang doesn't dismiss the prospect of an AI bubble deflating at some point, but it would not be because of a lack of demand for AI.
"We are in the middle of an AI boom," he said. "We will hit a bubble when we get to the point when we can't figure out who has jobs to pay for all the AI."
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