Mhedzisiro yechikamu chekupedzisira chemari haina kubudirira zvakanyanya kuNVIDIA, uye manejimendi pamusangano wekubika aigaro taura kune zvese zvakasara zvezvikamu zve server zvakaumbwa gore rapfuura uye kushomeka kwezvigadzirwa zvayo muChina, uko zvinoenderana nemhedzisiro gore rapfuura kambani yakagadzira kusvika ku24% yemari yakazara kusanganisira Hong Kong. Nenzira, matambudziko akadai akange asiri ega kuNVIDIA, sezvo pakubika zviitiko zvese Intel nemamwe makambani akanyunyuta nezve kusasimba kwekudiwa muChina uye husimbe hwemusika weseva. Kushuvira kwevanodyara mari kwakatowedzera mushure mekunge NVIDIA's CFO yaramba kuvandudza fungidziro yemari inochinja kwegore rose rekarenda ra2019 uye yakaburitsa fungidziro chete yekota iri kuuya.
Cowen analysts, sezvinyorwa zvinyorwa , vane chokwadi chekuti matambudziko anowanikwa neNVIDIA ndeenguva pfupi. Iyo kambani ine yakanaka musika mukana, inoratidzwa mukuwanikwa kwepamusoro-inoshanda komputa inomhanyisa uye yakakura software ecosystem. NVIDIA yakakwanisa kuumba, sezvo nyanzvi dzichienderera mberi, imwe yeakasimba verticals muindasitiri, inovhara mutambo, sevha uye zvikamu zvemotokari. Iyi nheyo, maererano nenyanzvi dzeCowen, ichabvumira NVIDIA kuti iwedzere zvakanyanya vakwikwidzi vakawanda maererano nekukura kwemari mumakore anotevera.
Kazhinji, Cowen ari kubheja pakuziviswa kwezvimwe zvigadzirwa zvitsva zveNVIDIA, zvichaitika pakati paFebruary 2020 naNdira 2021. Maererano navo, kutanga kwezvigadzirwa zvitsva izvi zvinobvumira NVIDIA kuwedzera mari muchikamu cheseva ne40%. Mumwe anowana fungidziro yekuti tiri kutaura nezve chiziviso chakakurukurwa kwenguva refu checomputational accelerators ine chivakwa chitsva - pamwe chine chiratidzo "Ampere".
Zvakare, mumakore mashoma anotevera, NVIDIA ichakwanisa kuwedzera mari muchikamu cheseva nezvikamu zviviri-mapereji pagore, seCowen nyanzvi dzinogutsikana. Mafungiro emutengo wemusika wemasheya ekambani akakwidziridzwa kusvika pamadhora zana nemakumi mapfumbamwe nemashanu, inova inenge 195% yepamusoro pane yazvino makotesheni.
Source: 3dnews.ru