Name: Nvidia apuesta por la inferencia de IA y prevé una oportunidad de 1 billón de dólares en chips
Uploaded: 2026-03-17T08:11:55.146Z
Duration: 1 min 59 s
Description: Nvidia dijo que la oportunidad de ingresos para sus chips de inteligencia artificial puede alcanzar al menos 1 billón de dólares hasta 2027, ya que la compañía esbozó una estrategia para competir más agresivamente en el mercado de rápido crecimiento para ejecutar sistemas de IA en tiempo real.

Nvidia dijo que la oportunidad de ingresos para sus chips de inteligencia artificial puede alcanzar al menos 1 billón de dólares hasta 2027, ya que la compañía esbozó una estrategia para competir más agresivamente en el mercado de rápido crecimiento para ejecutar sistemas de IA en tiempo real.

San Jose

Nvidia has significantly increased its revenue forecast for AI chip sales, projecting at least $1 trillion through 2027, up from a previous estimate of $500 billion. At the GTC Developer Conference in San Jose, CEO Jensen Huang introduced new CPUs and an AI system based on technology licensed from startup GROK, highlighting a strategic shift towards AI inference.

The company emphasized the growing importance of inference as AI systems are increasingly used by major firms like OpenAI, Anthropic, and Meta. Nvidia also announced its focus on autonomous AI agents with the launch of Nemo Claw, which aims to enhance privacy and safety in AI-driven platforms.

Nvidia apuesta por la inferencia de IA y prevé una oportunidad de 1 billón de dólares en chips

La demanda de computación será mucho mayor que eso. NVIDIA ha elevado sus perspectivas de ventas de chips de IA, diciendo que la oportunidad de ingresos podría alcanzar al menos 1 billón de dólares hasta 2027. Esto supone un gran salto desde los 500.000 millones de dólares que preveía anteriormente. para sus chips Blackwell y Rubin hasta 2026. Quiero dar las gracias a Samsung, que fabrica el chip GROK LP30 para nosotros. En la Conferencia de Desarrolladores GTC de San José, California, el CEO Jensen Huang presentó una nueva CPU y un sistema de IA basado en GROK. Se trata de una empresa de chips de la que NVIDIA adquirió la tecnología por 17.000 millones de dólares en diciembre. Ante una multitud, Huang afirmó que la IA está entrando en una nueva fase. Por fin, la IA es capaz de hacer un trabajo productivo, y por lo tanto el punto de inflexión de la inferencia ha llegado. Ahora la IA tiene que pensar. Para pensar, tiene que inferir. La IA ahora tiene que hacer. Para hacer, tiene que inferir. La IA tiene que leer. Para hacerlo, tiene que inferir. Tiene que razonar. Tiene que inferir. Cada parte de la IA, cada vez que tiene que pensar, tiene que razonar, tiene que hacer. Durante años, las GPU NVIDIA han liderado el entrenamiento de modelos de IA. Ahora la atención se está desplazando a la inferencia, con empresas como OpenAI, Anthropic y Meta que atienden a millones de usuarios. Esto crea una nueva y enorme demanda de CPUs, que están dominadas por Intel y rivalizan con los procesos gráficos fabricados por NVIDIA. El ex jefe de Intel Pat Gelsinger estaba observando los acontecimientos en San José y le gustó lo que Huang tenía que decir. Ahora tenía mucho que demostrar. Necesitamos que cumpla. La industria se basa en estas capacidades. Vienen muchos competidores, pero esto es importante. Necesitamos que NVIDIA cumpla. La industria está construida en torno a ellos. Esto es fabuloso. NVIDIA también apunta a los agentes autónomos de IA con Nemo Claw. Que añade privacidad y seguridad a la plataforma viral OpenClaw, que gestiona de forma autónoma muchas tareas con una supervisión mínima.

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