Rahoton na NVIDIA na kwata-kwata ya kawo labarai masu kyau guda biyu: kamfanin ya ci gaba da bunkasa kudaden shiga har ma a cikin annoba kuma yana shirye-shiryen "mafi kyawun lokacin wasa a tarihinsa", wanda zai fado a rabin na biyu na shekara. Hasashen da aka kayyade don karuwar kudaden shiga a cikin sashin uwar garken ya dan dagula masu saka hannun jari, amma duk wannan labarin bai shafi farashin hannun jari na NVIDIA ba.
Bayan fara ciniki, farashin hannun jari ya ragu da kashi ɗaya bisa ɗari; a yau ya dawo kusan kashi 1,38%, amma wannan ba za a iya kiransa da babban canji ba. Kamar yadda za a iya yanke hukunci ta maganganun manazarta masana'antu, dogon buri na NVIDIA yana da kyau a duk manyan fagagen ayyuka, hatta bangaren kera motoci ana hasashen samun ingantacciyar hanyar samun kudaden shiga a shekara mai zuwa. Yarjejeniya kan farashin hannun jari a cikin adadin $ 534, tare da ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararru waɗanda ke kiran farashin dala 600 a kowace rabon.
Wakilan Deutsche Bank, suna bayyana ɗaya daga cikin matsayi mafi mahimmanci ($ 450), suna magana game da ikon NVIDIA na yin aiki mai kyau a cikin yanayi mai wuyar gaske. Duk da haka, sun bayyana cewa an dade an gina duk abubuwan da ake tsammani a cikin farashin hannun jari na yanzu, sabili da haka ba zai yi girma sosai a nan gaba ba. Bankin Amurka ya yi imanin cewa ta hanyar 2024, NVIDIA za ta iya haɓaka kudaden shiga da aƙalla 20% a kowace shekara, kuma abin da ake samu a kowane kaso zai karu da kashi 25% a kowace shekara. Needham ya raba wannan ra'ayi game da ƙimar haɓakar kudaden shiga na NVIDIA.
Wakilan Suisse na Credit Suisse sun yi bayanin sauye-sauyen shugabanci da yawa na buƙatar uwar garke da abubuwan wasan kwaikwayo a cikin rabin na biyu na shekara saboda tasirin cutar. A tsakiyar shekara, madadin tashoshi don samar da abun ciki na nishaɗi sun ƙare da hannun jari na sabbin kayayyaki, kuma a cikin rabin na biyu na shekara mahimmancin masana'antar caca zai haɓaka, tunda yana iya aiki yadda yakamata a cikin yanayi. na ware kai, yana ba abokan ciniki sabbin wasanni.
Masu sharhi na Barclays sun danganta lokacin sanarwar sabbin katunan bidiyo na wasan NVIDIA zuwa kwata na kalandar na huɗu, wanda zai fara a watan Oktoba. Kwararrun Morgan Stanley kuma suna tsammanin hauhawar kasuwar caca ba za ta fara ba a farkon Oktoba, lokacin da sanarwar yawancin sabbin samfuran NVIDIA za su gudana. Ya dace a tuna cewa a taron kwata-kwata na jiya, shugaban kamfanin, Jensen Huang, ya kammala jawabinsa tare da gayyatar shiga watsa shirye-shiryen daga taron kama-da-wane na GTC 2020, wanda za a watsa daga dakin girkinsa. A watan Mayu, ya riga ya ɗauki masu haɓaka lissafin A100 tare da gine-ginen Ampere daga cikin tanda, ta wannan kwatankwacin, mabiyan wasan yakamata su kama har zuwa Oktoba. An shirya watsa shirye-shiryen don Oktoba XNUMX, kodayake wani taron kama-da-wane da aka sadaukar don farkon “sabon zamani” a cikin sashin wasan kuma zai gudana a ranar XNUMX ga Satumba.
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source: 3dnews.ru