Imarike igxile Nvidia emva kokuphula umqobo we-5 yeebhiliyoni zeedola I-capitalization yemarike ifikelele kwinqanaba elibalulekileyo phakathi kokunyuka kobukrelekrele bokwenziwa kunye neenyanga nje ezimbalwa emva kokudlula kwi-4 yeetriliyoni zeedola. Ukusabela kwimarike yemasheya kwakucacile: iinzuzo ezibalulekileyo ngexesha leseshoni kunye nentsha yexesha eliphakamileyo kwii-indices eziphambili zase-US.
Lo mtsi ubonakalisa i ukuzithemba komtyali kwimfuno ye-AI yokukhawuleza kunye nesikhundla esiphezulu senkampani kumaziko edatha, isofthiwe kunye izisombululo zekhompyuthaNangona kunjalo, icandelo lemarike libongoza ukuba kulumke: isantya sokukhula sifuna ufezekiso olungenasiphako kunye nolawulo oluchanekileyo lwekhonkco lonikezelo.
Imakethi engazange ibonwe ngaphambili
Ngokokuhamba komyalelo kunye nentshukumo ye-intraday, izabelo ziqhubele phambili ngaphezulu kwesinye I-4% ide ifikelele kwixesha eliphezuluOku kwakwanele ukubeka iNvidia njengenkampani yokuqala ukudlula i-5 yeebhiliyoni zeedola. Esi siganeko siza emva kwekota apho le nkampani yayisele igqithile kwi-4 yeebhiliyoni zeerandi. ukogqitha izigebenga ezifana neApple kunye neMicrosoft kweyona milinganiselo yamva nje.
Izalathi zeBenchmark zilandele ngokufanelekileyo: iS&P 500 index index kunye nePhiladelphia SE semiconductor index ebhalisiweyo. ukwanda okuphawulekayo kwiseshoni, kumxholo ophawulwe ngokuthemba kwi-AI kunye nolindelo oluqinileyo lweziphumo kwiinkampani ezinkulu zobuchwepheshe.
Iiodolo, iitshiphusi kunye nomthamo wekhompyutha
Inkampani yathi ilawula imiyalelo exabisa i-500.000 yeebhiliyoni zeerandikunye nesizukulwana esitsha seBlackwell kunye neRubin njengeentsika kude kube yi-2026. Imephu yendlela icinga ukutsiba okubalulekileyo kwisikali: ukuthunyelwa kulindeleke ukuba amashumi ezigidi zeeyunithi xa kuthelekiswa nesizukulwana sangaphambili, esiya kuthi sihlanganise ubunkokeli baso kuqeqesho nengqiqo.
Ukongeza, uNvidia ubhengeze izicwangciso ze ukwakha iikhompyutha ezinkulu ezisixhenxe yenzelwe ii-arhente zoluntu zase-US, kuquka amaziko ane amawaka eBlackwell GPUsEzi projekthi zijolise ekukhawuleziseni uphando lwezenzululwazi kunye nokusasazwa kwemizekelo ye-AI ephucukileyo kwiindawo ezibalulekileyo.
Elinye icala lokukhula kukubonelela: ababoneleli abaphambili babonise ukuba imveliso yexesha elizayo izinikele, kunye neereferensi Umthamo uthengiswa ngokupheleleyo kunyaka ozayo. Ukunciphisa uxinzelelo, iNvidia inyusa utyalo-mali kwi-R&D kwaye yandisa ukwenziwa kwayo kunye nokubonelela ngenethiwekhi ukuze ukuhlangabezana nemfuno engazange ibonwe kwihlabathi jikelele.
Umanyano lobuchule kunye noqikelelo lwaseYurophu
I-ecosystem nayo yomelezwa ngezivumelwano zeshishini. Izaziso zamva nje ziquka intsebenziswano kunye Uber ukukhuthaza izithuthi ezizimeleyo, ngokubandakanyeka kwabavelisi abafana noStellantis, ngokunjalo ukudibanisa kunye nePalantir kunye nezivumelwano kunye ne-Oracle ukukhawulezisa umthwalo weshishini kwi-stack ye-Nvidia.
Kwicandelo lezempilo, inkampani isebenza nayo UEli Lilly kwikhompyuter enkulu ezikhethekileyo, ngelixa kuthungelwano a I-1.000 yeebhiliyoni zeedola zotyalo-mali kwiNokia ukukhawulezisa ukutshintshela kwi-AI-based networks kunye 6GLo mphambili wokugqibela ufanelekile ngakumbi kwiYurophu, apho unxibelelwano ngefowuni kunye nekhonkco lexabiso lelifu lifumana umbulelo kwi-AI.
Ubungakanani benqanaba elibalulekileyo livumela uthelekiso olumangalisayo: I-capitalization yemarike yeNvidia ilingana nesiqingatha se-Stoxx 600 YaseYurophu kwaye yodlula ubungakanani bemalike ye-cryptocurrency, ngokoqikelelo olukhutshwe ziiarhente zamazwe ngamazwe. Kubatyali-mali kwilizwekazi, ukudibana kwamaziko edatha, i-6G, kunye ne-automation ivula amathuba amatshakodwa ikwafuna ukulawulwa kweendleko zamandla kunye nokuqiniseka ngolawulo.
Imingcipheko, ukuphononongwa, kunye nozinzo lomjikelo
Iifemu ezininzi zokuhlalutya zigxininisa ukuba, nangona i Iimfuno ezisisiseko zomeleleIxabiso lesitokhwe libonisa ukukhula okuqhubekayo okufuna ukuphunyezwa okungenasiphako. Uxinzelelo lwentengiso phakathi kwezixhobo ezimbalwa kunye nababoneleli besoftware kuphakamisa imibuzo malunga ne ukomelela kwizinto ezothusayo ezinokubakho yokunikezelwa okanye ukhuphiswano.
Ingxoxo malunga ulongamelo lolawulo, iinqobo ezisesikweni kunye nengqeshoNjengoko i-AI idityaniswa kumacandelo abalulekileyo-ezemali, ukhathalelo lwempilo, ukuvelisa, ukuthutha, kunye nokuzonwabisa-iYurophu kunye ne-United States ziqinisa ukuphonononga. Kulo mongo, isikhundla sikaNvidia siya kuxhomekeka ekugcineni isantya sokutsha, ukwahlula ikhonkco lokubonelela, kunye zilungelelanise nezikhokelo zolawulo ezinyanzelisayo.
Ukutsiba kwi-5 yeebhiliyoni akuqinisekisi kuphela impumelelo yangoku yeNvidia, ikwaqaqambisa indawo esembindini ye-AI kuqoqosho lwehlabathiPhakathi kwee-odolo zerekhodi, ii-supercomputers ezintsha, kunye nobudlelwane kunye nabadlali abanobuchule-ngokugxininiswa ngokukodwa kwizonxibelelwano kunye neYurophu-inkampani ijongene nemeko yamathuba amakhulu kunye neemfuno, apho ukuphunyezwa kunye nokulawulwa komngcipheko kubalulekile. Baya kuba nesigqibo njengeteknoloji..
