英伟达首席财务官：公司“绝对没有”在AI竞赛中失去领先地位

Core Viewpoint - Nvidia's CFO Colette Kress refuted claims that competitors are catching up and asserted that the AI economy is not in a bubble [1][3] Group 1: Company Position and Market Dynamics - Nvidia briefly surpassed a market capitalization of $5 trillion in October, becoming the first company to reach this milestone, but its stock has since dropped over 11% due to concerns about increasing competition [3] - Kress emphasized that Nvidia has "absolutely not" lost its leading position and noted that "all companies are using our platform" [3] - At the UBS Global Technology and AI Conference, Kress stated that the global economy is still in the "early stages" of transitioning to the data center infrastructure needed to support AI [3] Group 2: Future Investment and Collaborations - Nvidia expects total global investment in AI to reach between $3 trillion and $4 trillion by the end of this decade [3] - Kress revealed that Nvidia's recent announcement of a potential investment of up to $10 billion in OpenAI has not yet been finalized, indicating ongoing collaboration without a binding agreement [4] - She expressed confidence that the partnership with OpenAI will never cease [4]