英伟达公司首席执行官黄仁勋对最新的人工智能股市抛售持乐观态度，称该技术的益处很快将超过投资者的担忧。
Corp. Chief Executive Officer Jensen Huang took a sanguine view toward the latest AI stock-market rout, saying the benefits of the technology will soon outweigh the concerns of investors.
“这一切都会过去，原因很简单，”黄仁勋在柏林的一次活动中对彭博社记者艾米莉·张说。“它将具有变革性。它将以非常积极的方式影响每一个行业和每一个国家。毫无疑问，它将继续下去，而我们正处于其开端。”这番话为芯片制造商和人工智能基础设施公司股票动荡的一周画上了句号。备受关注的费城半导体指数已连续八天下跌，创下2008年以来的最长连跌纪录。与此同时，英伟达股价在过去八个交易日中有七个交易日下跌。投资者担心，在借贷成本高企的情况下，人工智能支出难以持续。
“All of this is going to pass, and the reason for that is very simple,” Huang told Bloomberg’s Emily Chang during an event in Berlin. “It’s going to be transformative. It’s going to impact in a very positive way every single industry and every single country. There’s no question it will continue, and we’re at the beginning of that.”The remarks capped a tumultuous week for shares of chipmakers and AI infrastructure companies. The closely watched Philadelphia Stock Exchange Semiconductor Index has now fallen for eight straight days, marking the longest losing streak since 2008. Nvidia shares, meanwhile, have dropped during seven of the past eight sessions. Investors have expressed worry that AI spending isn’t sustainable at a time of higher borrowing costs.
与此同时，黄仁勋一直对人工智能市场及其对更广泛经济的影响持乐观预期。他预期，对硬件的巨额投资最终将缓解市场的紧张情绪。
All the while, Huang has stuck to upbeat predictions for the AI market and its impact on the broader economy. He expects the returns from massive investments in hardware to ultimately ease market jitters.
“就某些新闻而言，那是波动的新闻，”他说。“新闻，正如您所知，时有发生，但它不会改变基本面。”英伟达是全球人工智能基础设施建设的核心。它是人工智能加速器的最大销售商，这种芯片用于开发和运行模型。它还涉足了各种相关硬件、软件和服务。
“With respect to some of the news, it’s choppy news,” he said. “News, as you know, happens all the time, but it won’t change the fundamentals.”Nvidia is central to the global build-out of artificial intelligence infrastructure. It’s the biggest seller of AI accelerators, chips that are used to develop and run models. And it’s branched out into a variety of related hardware, software and services.
最新的抛售对CoreWeave公司打击尤为严重，该公司是一家云计算服务提供商，将英伟达视为其最大的支持者之一。该公司的债券最近触及通常预示危机的水平，股价本周已蒸发四分之一的价值。黄仁勋一再敦促投资者超越短期报告，专注于该技术的长期价值。“专注于第一性原理，”他在采访中表示。“专注于基础。”
The latest selloff has taken a particular toll on CoreWeave Inc., a cloud-computing services provider that counts Nvidia as one of its biggest backers. The company’s bonds recently hit levels that typically signal distress, and the stock lost a quarter of its value this week. Huang has repeatedly encouraged investors to look beyond near-term reports and concentrate on the long-range value of the technology. “Stay focused on first principles,” he said during the interview. “Stay focused on the fundamentals.”