I-Nvidia ibhekene nesimo sezulu esibi kakhulu. NgoLwesithathu oluzayo, ngemva kokuvalwa kwe-Wall Street, umenzi we-chip uzokwethula imiphumela yakhe yekota, umcimbi odala amathemba amakhulu emakethe. Njengoba kulindelwe imali engenayo engaba yizigidigidi ezingama -92.000 zamaRandi kanye nemali engenayo ngesabelo ngasinye engu-2,09 zamaRandi, inkampani iphinde ibonise ukuthi isalokhu iyiqembu eliholayo kwezobunhloli bokwenziwa emhlabeni jikelele.
Kodwa-ke, ukubaluleka kwalolu lwazi akugcini enkampanini uqobo. I-Nvidia iyingxenye ye-Dow Jones index, futhi amasheya ayo aqashelwa kakhulu ngabatshalizimali emhlabeni wonke. Ukuwa kwezibalo noma isiqondiso esidumazayo kungabangela ukusabela kochungechunge , okungathinti nje kuphela amasheya obuchwepheshe kodwa nezimakethe zizonke.
Isibalo esizobeka i-pulse yomkhakha
Imakethe ilindele ukuthi iNvidia iqhubeke nesivinini sayo sokukhula okukhulu. Ngokusho kwesivumelwano sabahlaziyi, inkampani kufanele ibike imali engenayo engu- $92.070 billion kwikota yesibili yezimali, okuwukwenyuka konyaka nonyaka okucishe kube ngu-96%. Imali engenayo ngesabelo ngasinye ilinganiselwa ku-$2,09, okwenyuke ngo-99% kusukela esikhathini esifanayo ngonyaka odlule. Lezi zibalo ziqinisekisa ukuthi isidingo sengqalasizinda yobuhlakani bokwenziwa siyaqhubeka nokungabonisi zimpawu zokwehla kwesivinini.
Ukukhula akuyona nje inombolo. Ngemuva kwalesi sibikezelo kulele ikhono leNvidia lokugcina isikhundla sayo njengomhlinzeki ohamba phambili wabaprosesa bezikhungo zedatha ze-AI kanye nezinhlelo ze-AI. Izinkampani ezifana neMicrosoft, i-Amazon, ne-Google ziyaqhubeka nokutshala izigidigidi ekusetshenzisweni kwamandla ekhompyutha, futhi zonke izinkomba zithi lo mkhuba uzoqhubeka eminyakeni ezayo. Kodwa-ke, ukuqoqwa kokuthengisa phakathi kwamakhasimende ambalwa kanye nemikhawulo kwezinye izifunda kubhekwa eduze ukuze kuhlolwe ukuthi lesi sidingo siyasimama yini esikhathini eside.
Ubuhlakani bokwenziwa njengesizinda
Umbiko wemali engenayo yeNvidia ufika ngesikhathi sokushuba okukhulu emkhakheni we-AI. Ukunyakaza kwamakethe kwakamuva, njengokukhuphuka kwamanani kawoyela kanye nokungaqiniseki ngezilinganiso zenzalo, kufake ingcindezi eyengeziwe embonini esivele ingaphansi kokuhlolwa okukhulu. Intengo yesitoko senkampani ibhekane nokuguquguquka ezinyangeni zamuva nje , ifinyelele phezulu kakhulu ngoMeyi bese yehla, yize ingazange yehle ngaphansi kwezinga layo eliphansi lonyaka.
Abatshalizimali balindele ukuthi inkampani inikeze nesiqondiso esicacile mayelana nesidingo sama-chip, imajini ephelele, kanye nemikhuba yokusebenzisa imali yesikhungo sedatha. Noma yikuphi ukushintsha kulezi zilinganiso kungashintsha okulindelwe emakethe , futhi umphumela uzoba isivivinyo kulo lonke umkhakha wezobuchwepheshe. Ochwepheshe baphawula ukuthi iNvidia isivele izisungule njengomthengisi weqiniso we-AI gold rush, kodwa futhi ibhekene nezinselele ezinkulu njengokuncintisana okungenzeka kuma-chip e-AI kanye nokugcwala kwemakethe.
Isikhathi esiwujuqu
Lonke uhlelo lwe-ecosystem luzobukela ingqungquthela yangemva kwemiphumela. Abaphathi benkampani banganikeza ulwazi mayelana nokukhiqizwa kwezizukulwane ezintsha zama-chip, njenge-Blackwell kanye ne-Vera Rubin platforms, okulindeleke ukuthi zithuthukise kakhulu izindleko ngethokheni ngayinye futhi zilondoloze ukuncintisana kwazo. Kodwa-ke, ukuqapha ngenxa yesimo esiyinkimbinkimbi somhlaba wonke kwenze izimakethe zangakwazi ukubekezelela noma yikuphi ukuphambuka ezibikezelweni.
Ngakolunye uhlangothi, isimo sokulawula naso siyimbangela. I-Nvidia iphoqelekile ukuthi ivumelanise isu layo lokuthengisa nezimakethe ezithile, njenge-China, futhi noma yimuphi umthelela kuleso sifunda ungathinta imiphumela yekota. Abahlaziyi bakholelwa ukuthi umlayezo othakazelisayo uyadingeka ukuze kulondolozwe ukuzethemba kwabatshalizimali, osekubeke inkampani phakathi kwebaluleke kakhulu emhlabeni.
Kodwa-ke, umbuzo omkhulu ukuthi inkampani izophatha kanjani isikhundla sayo sokuhola nokuthi izibikezelo zayo zizohambisana yini nokulindelwe yimakethe. Iseshini elandelayo yokuhweba ngokungangabazeki izoba ngesinye sezikhathi ezinzima kakhulu ngentengo yamasheya eNvidia kanye nezinkomba eziyinhloko zaseYurophu.
Ekugcineni, iNvidia isibe uphawu lwesikhathi lapho isofthiwe nehadiwe kuhlangana khona ukudala imishini ecabangayo. Izibalo zayo zekota aziyona nje i-metric yezezimali, kodwa i-barometer yokuthi imakethe izimisele ukukhokha malini ngesithembiso sobuhlakani bokwenziwa. Futhi lokho, njengamanje, kunesisindo esikhulu kunanini ngaphambili ezinqumweni zezimali ezinkulu zokutshalwa kwezimali.
