Chirevo chekota cheNVIDIA chakaunza nhau mbiri dzakanaka: kambani inoramba ichikura mari kunyangwe mudenda uye iri kugadzirira "mwaka wemitambo wakanakisa munhoroondo yayo", inowira muhafu yechipiri yegore. Iyo yakadzora fungidziro yekukura kwemari muchikamu cheseva zvakatogumbura vatengesi, asi zvese izvi nhau hazvina kukanganisa mutengo weNVIDIA.
Mushure mekutanga kwekutengesa, mutengo wemasheya wakadonha nechidimbu chezana muzana; nhasi yawana zvakare inenge 1,38%, asi izvi hazvigone kunzi kushanduka kwakakomba. Sezvinogona kutongwa nezvakataurwa nevanoongorora maindasitiri, tarisiro yenguva refu yeNVIDIA yakanaka munzvimbo dzese huru dzebasa, kunyangwe chikamu chemotokari chinofungidzirwa kuve chine simba remari gore rinouya. Kubvumirana pamutengo wemugove muhuwandu hwemadhora mazana mashanu nemakumi matatu nemana, nenyanzvi dzine tariro huru dzinodaidza mutengo pamadhora mazana matanhatu pachikamu.
Vamiriri veDeutsche Bank, vachitaura imwe yenzvimbo dzinochengetedza ($450), taura nezve kugona kweNVIDIA kuita zvakanaka mumamiriro akaoma kwazvo ekunze. Zvisinei, vanotsanangura kuti zvose zvinotarisirwa zvakagara zvakavakwa mumutengo wezvino wemari, uye naizvozvo hazvizokura zvakanyanya munguva yemberi iri pedyo. Bank of America inotenda kuti kuburikidza ne2024, NVIDIA ichakwanisa kukura mari inosvika makumi maviri muzana pagore, uye mihoro yega yega ichakura ne20% pagore. Needham inogovera maonero aya maererano nekukura kwemari yeNVIDIA.
Vamiriri veCredit Suisse vanotsanangura shanduko dzakasiyana-siyana mukudiwa kweseva uye zvemitambo zvikamu muhafu yechipiri yegore nekuda kwesimba redenda. Pakazosvika pakati pegore, dzimwe nzira dzekugovera zvevaraidzo dzakange dzapedza masheya aripo ezvigadzirwa zvitsva, uye muhafu yechipiri yegore kukosha kweindasitiri yemitambo kuchakura, sezvo ichikwanisa kushanda nemazvo mumamiriro ezvinhu. yekuzviparadzanisa nevamwe, kupa vatengi mitambo mitsva.
Vaongorori veBarclays vanobatanidza nguva yekuziviswa kwemakadhi evhidhiyo matsva eNVIDIA kune chikamu chechina chekarenda, icho chichatanga muna Gumiguru. Morgan Stanley nyanzvi dzinotarisirawo kuti kukwira kwemusika wemitambo kuchatanga pasina kutanga kwaGumiguru, panguva iyo zviziviso zvehuwandu hwezvigadzirwa zvitsva zveNVIDIA zvichaitika. Zvakakodzera kuyeuka kuti pachiitiko chezuro chetatu, mukuru wekambani, Jensen Huang, akapedzisa kutaura kwake nekukoka kujoina kutepfenyura kubva kumusangano weGTC 2020 chaiwo, uchatepfenyurwa kubva mukicheni yake. Muna Chivabvu, akatotora maA100 computing accelerators ane Ampere architecture kubva muchoto, nemufananidzo uyu, vateveri vemitambo vanofanira kusvika muna Gumiguru. Nhepfenyuro yakarongerwa Gumiguru XNUMX, kunyangwe chiitiko chaicho chakatsaurirwa kutanga kwe "nguva nyowani" muchikamu chemitambo chichaitikawo munaGunyana XNUMX.
Source:
Source: 3dnews.ru