Amakhasimende e-Nvidia asheshisa ama-chips awo futhi asongele ukubusa kwe-AI

I-Nvidia ibhekene nentuthuko ethule evela kumakhasimende amakhulu athuthukisa ama-chips awo ukuze uthole ubuhlakani bokwenziwa. Empresas kanye ne-Google, Amazon futhi Uma kubhekwa isidingo esinamandla samanje sama-GPU enkampani, lo mkhuba ungase ucindezele imali engenayo yesikhathi esizayo ezingxenyeni ezibalulekile. Isibikezelo sesidingo esidlula isigidintathu esingu-US$1 senkundla ye-Blackwell kanye ne-Rubin siqinisa amathemba okukhula okuqinile eminyakeni ezayo.

Amakhasimende Esikhungo Sedatha Esikhulu Sakwa-Nvidia Asheshisa Imiklamo Yangaphakathi Ye-chip. I-Alphabet, Amazon, kanye ne-Meta ibeka phambili ama-ASIC obunikazi ukuze kuncishiswe izindleko nokuncika kubahlinzeki bangaphandle. I-Essa isu lifuna ukusebenza kahle okukhulu ekuqeqeshweni okukhethekile kwe-AI kanye nemithwalo yemali ekhokhwayo. Analistas Qaphela ukuthi izinhlelo ezinjalo, ngenkathi zisakhula, zibonisa ukuguguleka okungaba khona kwesikhundla esiphezulu se-Nvidia emakethe esebenza kahle kakhulu.

Ukutshalwa kwezimali kuma-chips omuntu siqu kuthola umfutho

I-Google ithuthuka ngama-TPU alungiselelwe ukusebenza kwawo kwamafu. Amazon expands the use of Trainium and Inferentia in its own data centers. I-Meta iveze uchungechunge lwama-accelerator e-MTIA, anamamodeli akhiqizwayo kanye nokwethulwa okuzayo okuhlelelwe lo nyaka nalandelayo.

Lezi zixazululo zangaphakathi zihlangabezana nezidingo ezinkulu zangaphakathi. Elas iyahambisana kodwa futhi iqhudelane nama-Nvidia GPU emisebenzini ekhethiwe. Ukushintsha kancane kancane kungashintsha amandla okunikezwayo kuma-hyperscaler.

Umkhakha wezimoto ukhombisa ingcindezi yamanani

Imali engenayo ye-Nvidia yezimoto irekhoda ukwehla kwakamuva. Montadoras hlola ezinye izindlela ezithengekayo zesiShayina zokwenza ikhompuyutha eshumekiwe. I-Volkswagen isebenzisa ubuchwepheshe bendawo kokuthi China, ibeka phambili abahlinzeki abafana no-Horizon Robotics nezisombululo ezivela ku-Xpeng.

I-Executive Thomas Ulbrich igqamise ukushoda kwezizathu zokugcina ukuncika okukhethekile ku-Nvidia emakethe yase-China. Ushintsho lwe-Essa lubonisa ukuseshwa kokunciphisa izindleko ezimotweni zikagesi nabasizi bokushayela. Iphethini ingase iziphinde kwamanye amasegimenti azwela intengo.

Isidingo esicatshangelwayo sifinyelela ezingeni elingokomlando

I-Nvidia ibika ukubonakala okungaphezulu kwethriliyoni ye-US$1 kumadili we-Blackwell kanye ne-Rubin ngo-2027. I-Jensen Huang iqinisekise lesi silinganiso phakathi nenkomfa yakamuva, okuphinda kabili ukuqagela kwangaphambili kwamabhiliyoni angu-US$500. Isibikezelo asifaki izizukulwane ezizayo ezifana nezinhlobonhlobo ze-Feynman kanye ne-Ultra.

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Leli payipi libonisa ukukhula okusheshisiwe okuqhubekayo. Inkampani ilindele ukugcina amazinga aphezulu okukhula kwemali engenayo. I-Analistas ibuyekeze izilinganiso phezulu ezinyangeni zakamuva, okubonisa ukuzethemba kumjikelezo we-AI.

Ukulinganisa kwamanje kubonisa isaphulelo esilinganiselwe

I-Nvidia yabelana ngohwebo ngokuphindaphinda kwe-P/E okucishe kube ngu-21x kuya ku-35x, kuye ngamamethrikhi aphambili noma alandelayo. Ileveli engu-Esse ibeka inkampani kwisaphulelo esilinganiselwe uma kuqhathaniswa nontanga kulo mkhakha. Izinzuzo ezinhle ezingu-Revisões ngesabelo ngasinye zisekela ukukhanga okuhlobene.

Abatshalizimali baqapha ibhalansi phakathi kokukhula okukhethekile kanye nezingozi zesikhathi eside. Inhlanganisela yesidingo esiqinile kanye nokulinganisa okuqukethwe kugcina inzalo esitokweni.

Izinkomba zobuchwepheshe ziphakamisa ukulungisa okusesilinganisweni

Amashadi anjalo ngeviki abonisa iphethini ye-bearish engulfing. Ukwakheka kwe-Esse kukhomba ekubuyiseleni emuva okwengeziwe okungaba ngu-5% ngaphambi kosekelo olufanele. Ukuhlanganiswa okulandelayo kungavula indlela yentuthuko eyengeziwe.

Ukunyakaza kwenzeka kumongo wokuguquguquka kwakamuva emakethe yobuchwepheshe. Fatores izici ezinkulu nezemboni ziba nomthelela ekuguquguqukeni kwesikhashana.

I-Nvidia igcina ubuholi kuma-AI GPUs, nge-CUDA ecosystem njengesithiyo esibalulekile. I-Clientes iyaqhubeka nokutshala izigidigidi ezinkundleni zenkampani ngenkathi ithuthukisa ezinye izindlela. Ibhalansi phakathi kwamathuba asheshayo nezinselele zesikhathi esizayo ichaza umkhondo webhizinisi.