Ingxelo yekota ye-NVIDIA izise iindaba ezilungileyo ezimbini: inkampani iyaqhubeka nokukhulisa ingeniso nakwindyikityha kwaye ilungiselela "elona xesha libalaseleyo lokudlala kwimbali yayo", eliya kuwa kwisiqingatha sesibini sonyaka. Uqikelelo oluthintelweyo lokukhula kwengeniso kwicandelo leseva ngandlelβ ithile lucaphukisa abatyali-mali, kodwa zonke ezi ndaba azilichaphazeli ixabiso lesitokhwe se-NVIDIA.
Emva kokuqala kokurhweba, ixabiso lesitokhwe lehle ngeqhezu leepesenti; namhlanje iphinde yafumana phantse i-1,38%, kodwa oku akunakubizwa ngokuba kukuguquguquka okukhulu. Njengoko kunokugwetywa ngeengxelo zabahlalutyi boshishino, amathemba exesha elide e-NVIDIA alungile kuzo zonke iindawo eziphambili zomsebenzi, nkqu necandelo leemoto liqikelelwa ukuba liya kuba nengeniso elungileyo kunyaka ozayo. Imvumelwano ngexabiso lesabelo kwisixa se-534 yeedola, kunye neengcali ezinethemba kakhulu ezibiza ixabiso kwi-$ 600 ngesabelo ngasinye.
Abameli beDeutsche Bank, bebonisa enye yezona zikhundla zolondolozo (i-$ 450), bathethe malunga nokukwazi kwe-NVIDIA ukwenza kakuhle kwiimeko ezinzima kakhulu zangaphandle. Nangona kunjalo, bachaza ukuba zonke izinto ezilindelweyo sele zakhiwe kwixabiso lempahla yangoku, kwaye ngoko ke ayiyi kukhula ngokubonakalayo kwixesha elizayo. IBhanki yaseMelika ikholelwa ukuba nge-2024, i-NVIDIA iya kukwazi ukukhulisa ingeniso ubuncinane nge-20% ngonyaka, kwaye ingeniso ngesabelo ngasinye iya kukhula nge-25% ngonyaka. I-Needham yabelana ngolu luvo malunga nezinga lokukhula kwengeniso ye-NVIDIA.
Abameli be-Credit Suisse bachaza utshintsho olune-multidirectional kwimfuno yeseva kunye nezinto zokudlala kwisiqingatha sesibini sonyaka ngenxa yempembelelo yobhubhane. Phakathi enyakeni, iindlela ezizezinye zokubonelela ngomxholo wokuzonwabisa ziye zagqiba iimpahla ezikhoyo zeemveliso ezintsha, kwaye kwisiqingatha sesibini sonyaka ukubaluleka kweshishini lokudlala liya kukhula, kuba liyakwazi ukusebenza ngokufanelekileyo kwiimeko. yokuzahlula, ukunika abathengi imidlalo entsha.
Abahlalutyi beBarclays badibanisa ixesha lokubhengezwa kwamakhadi evidiyo e-NVIDIA entsha kwikota yesine yekhalenda, eya kuqala ngo-Okthobha. Iingcali zikaMorgan Stanley zikwalindele ukuba ukunyuka kwemarike yemidlalo akuyi kuqala ngaphambi kuka-Okthobha, ngelo xesha izibhengezo zobuninzi beemveliso ze-NVIDIA ziya kwenzeka. Kuyafaneleka ukukhumbula ukuba kumsitho wayizolo wekota, intloko yenkampani, uJensen Huang, waqukumbela intetho yakhe ngesimemo sokujoyina usasazo oluvela kwiseshini ebonakalayo ye-GTC 2020, eya kusasazwa ekhitshini lakhe. NgoMeyi, sele ethathe ii-accelerator ze-A100 kunye noyilo lwe-Ampere ngaphandle kwe-oven, ngalo mzekeliso, abalandeli bemidlalo kufuneka bafike ngo-Okthobha. Usasazo lucwangciselwe i-XNUMX ka-Okthobha, nangona umsitho obonakalayo onikezelwe ekuqaleni "kwexesha elitsha" kwicandelo lemidlalo nawo uya kwenzeka nge-XNUMX kaSeptemba.
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umthombo: 3dnews.ru