\u00a0<\/p>\n
Nvidia, nejhodnotn\u011bj\u0161\u00ed spole\u010dnost na sv\u011bt\u011b, op\u011bt nezklamala a doru\u010dila siln\u00e9 hospod\u00e1\u0159sk\u00e9 v\u00fdsledky, je\u017e p\u0159ed\u010dily o\u010dek\u00e1v\u00e1n\u00ed analytik\u016f. Navrch \u010dipov\u00fd gigant nav\u00edc p\u0159idal v\u00fdrazn\u011b nad o\u010dek\u00e1v\u00e1n\u00ed lep\u0161\u00ed v\u00fdhled pro dal\u0161\u00ed \u010dtvrtlet\u00ed, co\u017e nazna\u010duje, \u017ee masivn\u00ed budov\u00e1n\u00ed AI infrastruktury pokra\u010duje podle pl\u00e1nu. Akcie v okam\u017eit\u00e9 reakci posilovaly v aftermarketu a\u017e o \u010dty\u0159i procenta.<\/p>\n
Tr\u017eby Nvidie ve \u010dtvrt\u00e9m fisk\u00e1ln\u00edm \u010dtvrtlet\u00ed kon\u010d\u00edc\u00edm 31. lednem vzrostly meziro\u010dn\u011b o 73 procent na rekordn\u00edch 68,13 miliardy dolar\u016f p\u0159i o\u010dek\u00e1v\u00e1n\u00ed 65,9 miliardy. Upraven\u00fd zisk na akcii \u010dinil 1,62 dolaru p\u0159i konsenzu 1,53 dolaru (meziro\u010dn\u011b +82 %). Upraven\u00e1 hrub\u00e1 mar\u017ee \u010dinila 75,2 procenta, co\u017e je tak\u00e9 m\u00edrn\u011b nad odhadem.<\/p>\n
Co se t\u00fd\u010de tr\u017eeb z datacenter, kter\u00e9 tvo\u0159\u00ed u\u017e v\u00edce ne\u017e 91 procent z celkov\u00fdch tr\u017eeb podniku, tak ty stouply o 75 procent a dos\u00e1hly 62,3 mld. USD, zat\u00edmco odhad analytik\u016f byl o dv\u011b miliardy n\u00ed\u017ee.<\/p>\n
Naopak divize Gamingu za odhady m\u00edrn\u011b zaostala, kdy\u017e vygenerovala 3,7 mld. USD, zat\u00edmco trh po\u010d\u00edtal se \u010dty\u0159mi miliardami. P\u0159esto se meziro\u010dn\u011b jedn\u00e1 o 47procentn\u00ed n\u00e1r\u016fst.<\/p>\n
\u201eNa\u0161i z\u00e1kazn\u00edci se p\u0159edh\u00e1n\u011bj\u00ed v investic\u00edch do AI v\u00fdpo\u010detn\u00edho v\u00fdkonu \u2014 tov\u00e1ren, kter\u00e9 poh\u00e1n\u011bj\u00ed AI pr\u016fmyslovou revoluci a jejich budouc\u00ed r\u016fst,\u201c uvedl gener\u00e1ln\u00ed \u0159editel Jensen Huang.<\/p>\n
V\u00fdrazn\u011b spole\u010dnost p\u0159ekonala odhady Wall Street ve sv\u00e9m v\u00fdhledu: v prvn\u00edm fisk\u00e1ln\u00edm \u010dtvrtlet\u00ed o\u010dek\u00e1v\u00e1 tr\u017eby mezi 76,44 mld. USD a\u017e 79,56 mld. USD, zat\u00edmco odhad podle Bloombergu byl \u201ejen\u201c 72,78 mld. USD. Hrub\u00e1 upraven\u00e1 mar\u017ee se m\u00e1 znovu pohybovat kolem 75 procent.<\/p>\n
Tento v\u00fdhled by mohl pomoci zklidnit obavy z investi\u010dn\u00ed bubliny kolem AI. S\u00e1m Huang obavy z toho, \u017ee sou\u010dasn\u00e9 masivn\u00ed investice do AI hardwaru nejsou udr\u017eiteln\u00e9, opakovan\u011b zleh\u010duje s t\u00edm, \u017ee bude trvat roky, ne\u017e se nahrad\u00ed st\u00e1vaj\u00edc\u00ed z\u00e1kladna star\u0161\u00edch po\u010d\u00edta\u010d\u016f stroji, kter\u00e9 p\u0159in\u00e1\u0161ej\u00ed obrovsk\u00fd posun v produktivit\u011b.<\/p>\n
Investo\u0159i v\u0161ak za\u010dali b\u00fdt t\u00edmto optimismem unaveni, co\u017e se projevilo v poklesu technologick\u00fdch akci\u00ed. \u010cerstv\u00e9 v\u00fdsledky \u010dipa\u0159e ze Santa Clary v Kalifornii ale poskytuj\u00ed d\u016fkazy, \u017ee kr\u00e1tkodob\u00e9 obavy mohou b\u00fdt p\u0159ehnan\u00e9, p\u00ed\u0161e agentura Bloomberg.<\/p>\n
\u010c\u00ednsk\u00e1 ot\u00e1zka<\/p>\n
Nvidia st\u00e1le \u010dek\u00e1 na jasn\u011bj\u0161\u00ed informace o tom, zda bude moci prod\u00e1vat \u010dipy v \u010c\u00edn\u011b, kter\u00e1 je nejv\u011bt\u0161\u00edm trhem pro jej\u00ed produkty. Spole\u010dnost k tomu uvedla, \u017ee do sv\u00e9ho v\u00fdhledu tr\u017eeb za prvn\u00ed \u010dtvrtlet\u00ed \u017e\u00e1dn\u00e9 p\u0159\u00edjmy z datov\u00fdch center v \u010c\u00edn\u011b nezahrnuje, nicm\u00e9n\u011b ve v\u00fdkazech uvedla, \u017ee tento m\u011bs\u00edc z\u00edskala od USA licenci k dod\u00e1n\u00ed \u201emal\u00e9ho mno\u017estv\u00ed\u201c \u010dip\u016f H200 z\u00e1kazn\u00edk\u016fm v t\u00e9to asijsk\u00e9 zemi.<\/p>\n
\u201eDoposud jsme z licen\u010dn\u00edho programu H200 nevygenerovali \u017e\u00e1dn\u00e9 p\u0159\u00edjmy a zat\u00edm nev\u00edme, zda bude povolen jak\u00fdkoliv dovoz do \u010c\u00edny. Licence vy\u017eaduje, aby \u010dipy H200 pro\u0161ly inspek\u010dn\u00edm procesem ve Spojen\u00fdch st\u00e1tech p\u0159ed jakoukoliv expedic\u00ed z\u00e1kazn\u00edkovi. V d\u016fsledku toho budou v\u0161echny \u010dipy H200 zaslan\u00e9 v r\u00e1mci tohoto nov\u00e9ho licen\u010dn\u00edho programu podl\u00e9hat 25procentn\u00edmu clu p\u0159i dovozu do Spojen\u00fdch st\u00e1t\u016f,“ stoj\u00ed v prohl\u00e1\u0161en\u00ed Nvidie.<\/p>\n","protected":false},"excerpt":{"rendered":"\u00a0 Nvidia, nejhodnotn\u011bj\u0161\u00ed spole\u010dnost na sv\u011bt\u011b, op\u011bt nezklamala a doru\u010dila siln\u00e9 hospod\u00e1\u0159sk\u00e9 v\u00fdsledky, je\u017e p\u0159ed\u010dily o\u010dek\u00e1v\u00e1n\u00ed analytik\u016f. Navrch…\n","protected":false},"author":2,"featured_media":7985,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[12],"tags":[67,68,5261,5267,5266,2495,5259,5263,5260,5262,5264,5265],"class_list":{"0":"post-7984","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-byznys","8":"tag-business","9":"tag-byznys","10":"tag-dominanci","11":"tag-konsenzem","12":"tag-nad","13":"tag-nvidia","14":"tag-potvrzuje","15":"tag-silny","16":"tag-svou","17":"tag-vydava","18":"tag-vyhled","19":"tag-vyrazne"},"share_on_mastodon":{"url":"","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts\/7984","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/comments?post=7984"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts\/7984\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/media\/7985"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/media?parent=7984"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/categories?post=7984"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/tags?post=7984"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}