Umbiko wekota we-NVIDIA ulethe izindaba ezimbili ezinhle: inkampani iyaqhubeka nokukhulisa imali engenayo ngisho nakubhubhane futhi ilungiselela "inkathi yemidlalo engcono kakhulu emlandweni wayo", ezowela engxenyeni yesibili yonyaka. Isibikezelo esivinjiwe sokukhula kwemali engenayo engxenyeni yeseva sike sacasula abatshalizimali, kodwa zonke lezi zindaba azizange zithikameze inani lesitoko le-NVIDIA.
Ngemuva kokuqala kokuhweba, intengo yesitoko yehle ngengxenye yephesenti, namuhla iphinde yathola cishe i-1,38%, kodwa lokhu akukwazi ukubizwa ngokuthi ukushintshashintsha okukhulu. Njengoba kungahlulelwa ngezitatimende zabahlaziyi bezimboni, amathemba esikhathi eside e-NVIDIA mahle kuzo zonke izindawo ezinkulu zomsebenzi, ngisho nengxenye yezimoto ibikezelwa ukuthi izoba nokuguquguquka okuhle kwemali engenayo ngonyaka ozayo. Ukuvumelana ngentengo yokwabelana ngenani lama-$534, ochwepheshe abanethemba elikhulu bebiza intengo ku-$600 ngesheya ngalinye.
Abamele i-Deutsche Bank, abaveza esinye sezikhundla eziqinile ($450), bakhuluma ngekhono le-NVIDIA lokwenza kahle ezimeni zangaphandle ezinzima kakhulu. Kodwa-ke, bachaza ukuthi konke okulindelwe kudala kwakhiwe ngentengo yamanje yamasheya, ngakho-ke ngeke ikhule ngokuphawulekayo esikhathini esizayo esiseduze. I-Bank of America ikholelwa ukuthi ngo-2024, i-NVIDIA izokwazi ukukhulisa imali engenayo okungenani ngama-20% ngonyaka, futhi imali engenayo ngesheya ngalinye izokhula ngo-25% ngonyaka. I-Needham yabelana ngalo mbono mayelana nezinga lokukhula kwemali engenayo ye-NVIDIA.
Abamele i-Credit Suisse bachaza izinguquko ze-multidirectional zesidingo seseva nezingxenye zokudlala engxenyeni yesibili yonyaka ngenxa yethonya lalolu bhubhane. Maphakathi nonyaka, ezinye iziteshi zokunikezwa kokuqukethwe kokuzijabulisa zase ziqede amasheya atholakalayo emikhiqizo emisha, futhi engxenyeni yesibili yonyaka ukubaluleka kwemboni yemidlalo kuzokhula, njengoba ikwazi ukusebenza kahle ngaphansi kwezimo. wokuzihlukanisa, ukunikeza amakhasimende imidlalo emisha.
Abahlaziyi beBarclays baxhumanisa isikhathi sokumenyezelwa kwamakhadi evidiyo e-NVIDIA nekota yesine yekhalenda, ezoqala ngo-Okthoba. Ochwepheshe bakaMorgan Stanley nabo balindele ukuthi ukunyuka kwemakethe yemidlalo kuzoqala ngaphambi kuka-Okthoba, ngaleso sikhathi izimemezelo zenqwaba yemikhiqizo emisha ye-NVIDIA zizokwenzeka. Kuyafaneleka ukukhumbula ukuthi emcimbini wayizolo wekota, inhloko yenkampani, uJensen Huang, uphethe inkulumo yakhe ngesimemo sokujoyina ukusakazwa kweseshini ebonakalayo ye-GTC 2020, ezosakazwa ekhishini lakhe. NgoMeyi, usevele wawakhipha kuhhavini ama-accelerator e-A100 anezakhiwo ze-Ampere, ngalesi sifaniso, abalandeli bemidlalo kufanele bafinyelele ngo-Okthoba. Ukusakaza kuhlelelwe u-Okthoba XNUMX, nakuba umcimbi ongokoqobo onikezelwe ekuqaleni βkwenkathi entshaβ engxenyeni yemidlalo nawo uzokwenzeka ngoSepthemba XNUMX.
Source:
Source: 3dnews.ru