Imiphumela yekota yokugcina yezimali ayizange ibe yimpumelelo kakhulu ku-NVIDIA, futhi abaphathi engqungqutheleni yokubika bavame ukubhekisela kukho kokubili insalela yezingxenye zeseva ezakhiwe ngonyaka odlule kanye nesidingo esiphansi semikhiqizo yayo e-China, lapho ngokusho kwemiphumela ye-server. ngonyaka odlule inkampani yakhe ifike ku-24% wesamba semali engenayo kuhlanganisa ne-Hong Kong. Ngendlela, izinkinga ezinjalo bezingezona ezodwa ku-NVIDIA, ngoba ngesikhathi sokubika imicimbi zombili i-Intel nezinye izinkampani zakhononda ngobuthakathaka besidingo eChina kanye nokuvilapha kwemakethe yeseva. Ukuphelelwa ithemba kwabatshalizimali kukhule kuphela ngemuva kokuthi i-CFO ye-NVIDIA yenqabile ukubuyekeza isibikezelo semali engenayo yawo wonke unyaka wekhalenda ka-2019 futhi yakhipha isibikezelo sekota ezayo kuphela.
Cowen abahlaziyi, njengoba izinsiza ziphawula , bayaqiniseka ukuthi ubunzima obutholwa yi-NVIDIA besikhashana. Inkampani inamathuba amahle emakethe, abonakala ekutholakaleni kwezisheshisi zekhompyutha ezisebenza kahle kakhulu kanye ne-software ecosystem ebanzi. I-NVIDIA ikwazile ukwakha, njengoba ochwepheshe beqhubeka, enye yezindawo eziqine kakhulu embonini, ehlanganisa imidlalo, iseva nezingxenye zezimoto. Lesi sisekelo, ngokusho kochwepheshe bakwaCowen, sizovumela i-NVIDIA ukuthi iphumelele kakhulu izimbangi eziningi mayelana nokukhula kwemali engenayo eminyakeni ezayo.
Imvamisa, u-Cowen ubheja ngesimemezelo semikhiqizo emisha ye-NVIDIA, esizokwenzeka phakathi kukaFebhuwari 2020 noJanuwari 2021. Ngokusho kwabo, i-debut yale mikhiqizo emisha izovumela i-NVIDIA ukuthi ikhulise imali engenayo engxenyeni yeseva ngo-40%. Umuntu uthola umbono wokuthi sikhuluma ngesimemezelo osekukhulunywe ngaso sokusheshisa ngekhompyutha ngesakhiwo esisha - esinophawu oluthi βAmpereβ.
Ngaphezu kwalokho, eminyakeni embalwa ezayo, i-NVIDIA izokwazi ukukhulisa imali engenayo engxenyeni yeseva ngamaphesenti anedijithi kabili ngonyaka, njengoba ochwepheshe bakwaCowen beqiniseka. Isibikezelo senani lemakethe lamasheya enkampani sikhuphukele ku-$195, okucishe kube ngama-30% aphezulu kunezilinganiso zamanje.
Source: 3dnews.ru