Iziphumo zekota yokugqibela yezemali azizange zibe yimpumelelo kakhulu kwi-NVIDIA, kwaye abaphathi kwinkomfa yokunika ingxelo bahlala bebhekisa kuzo zombini intsalela yamacandelo eseva eyenziwe kunyaka ophelileyo kunye nemfuno ephantsi yeemveliso zayo eTshayina, apho ngokweziphumo kunyaka ophelileyo inkampani iqulunqe ukuya kwi-24% yengeniso iyonke kuquka iHong Kong. Ngendlela, ezo ngxaki zazingeyodwa kwi-NVIDIA, kuba kwiminyhadala yokunika ingxelo zombini i-Intel kunye nezinye iinkampani zakhalaza malunga nobuthathaka bemfuno eTshayina kunye nokudodobala kwemarike yeseva. Ithemba labatyali-mali liye landa kuphela emva kokuba i-CFO ye-NVIDIA yalile ukuhlaziya uqikelelo lwengeniso yemali ekhoyo kuwo wonke unyaka wekhalenda ka-2019 kwaye yakhupha ingqikelelo kuphela kwikota ezayo.
Abahlalutyi beCowen, njengoko inqaku lemithombo , baqinisekile ukuba ubunzima obufunyanwa yi-NVIDIA bokwexeshana. Inkampani inesakhono esihle sentengiso, ebonakaliswa kubukho bezinto ezikhawulezayo zokusebenza zekhompyuter kunye nenkqubo yesoftware ebanzi. I-NVIDIA ikwazile ukwenza, njengoko iingcali ziqhubeka, enye yezona zinto zinamandla kwishishini, eligubungela umdlalo, iseva kunye namacandelo eemoto. Esi siseko, ngokutsho kweengcali zeCowen, siya kuvumela i-NVIDIA ukuba iphumelele kakhulu kukhuphiswano oluninzi malunga nokukhula kwengeniso kwiminyaka ezayo.
Ngokwesiqhelo, uCowen ubheja kwisibhengezo semveliso entsha ye-NVIDIA, eya kwenzeka phakathi kukaFebruwari 2020 kunye noJanuwari 2021. Ngokutsho kwabo, ukuqala kwezi mveliso zintsha kuya kuvumela i-NVIDIA ukuba ikhulise ingeniso kwi-server yecandelo nge-40%. Omnye ufumana ingcamango yokuba sithetha ngesibhengezo ekudala sixoxwe se-accelerators ekhompyutheni kunye nesakhiwo esitsha - mhlawumbi sinophawu "Ampere".
Ngaphezu koko, kule minyaka imbalwa izayo, i-NVIDIA iya kuba nako ukonyusa ingeniso kwicandelo leseva ngeepesenti ezinamadijithi amabini ngonyaka, njengoko iingcali zeCowen ziqinisekile. Uqikelelo lwexabiso lemarike lezabelo zenkampani linyuswe laya kutsho kwi-195 yeedola, emalunga ne-30% ephezulu kuneecawuti zangoku.
umthombo: 3dnews.ru