Ettev\u00f5tte tugev kolmas kvartal ja optimistlik prognoos rahustasid v\u00e4hemalt ajutiselt investoreid, kes pelgasid, et miljardite dollarite pumpamine AI-taristusse on fundamentaaln\u00e4itajatest ette rutanud.<\/p>\n
\u201cAI-mullist on palju r\u00e4\u00e4gitud, kuid meie vaatenurgast paistab asi hoopis teistsugune,\u201c s\u00f5nas Huang anal\u00fc\u00fctikutele, r\u00f5hutades pilvefirmade tohutut huvi Nvidia kiipide vastu. \u201cMe oleme igas pilves. Arendajad armastavad meid, sest oleme s\u00f5na otseses m\u00f5ttes igal pool \u2013 pilvest ja serveritest kuni robots\u00fcsteemide ja personaalarvutiteni. See on \u00fcks arhitektuur ja asjad lihtsalt t\u00f6\u00f6tavad. See on imeline,\u201c lisas ta.<\/p>\n
Maailma v\u00e4\u00e4rtuslikuima ettev\u00f5tte aktsia h\u00fcppas j\u00e4relturul 5%, lisades turuv\u00e4\u00e4rtusele potentsiaalselt 220 miljardit dollarit. See taastumine tuli p\u00e4rast novembrikuist 8% langust, mis oli tingitud investorite kahtlustest. Kolmanda kvartali m\u00fc\u00fck kasvas 62%, mis t\u00e4histab esimest kasvu kiirenemist seitsme kvartali jooksul. L\u00f5viosa tulust t\u00f5i andmekeskuste segment, mis kasvas 51,2 miljardi dollarini. Nvidia ootab neljanda kvartali k\u00e4ibeks 65 miljardit dollarit (anal\u00fc\u00fctikud ootasid 61,7 miljardit dollarit) ja brutokasumlikkuseks ligikaudu 75%.<\/p>\n
Vaatamata tugevatele numbritele hoiatavad m\u00f5ned anal\u00fc\u00fctikud, et AI-taristu kulutuste j\u00e4tkusuutlikkus on endiselt k\u00fcsim\u00e4rgi all. N\u00e4iteks kardetakse, et Nvidia \u00e4ri s\u00f5ltub \u00fcha v\u00e4hesematest suurklientidest \u2013 kolmandas kvartalis andsid vaid neli klienti 61% kogu m\u00fc\u00fcgitulust (kasvades eelmise kvartali 56% pealt). Samuti on tekkinud mure n-\u00f6 ringrahastuse p\u00e4rast. Nvidia investeerib miljardeid idufirmadesse (sh OpenAI), mis on omakorda tema suurkliendid. Samuti rendib Nvidia oma kiipe pilveteenuse pakkujatelt tagasi, kulutades selleks kvartalis 26 miljardit dollarit, mis tekitab k\u00fcsimusi kasumi tegeliku olemuse kohta.<\/p>\n
Kuna USA<\/a> ekspordipiirangud on suuresti sulgenud Hiina turu, otsib kiibitootja kasvu L\u00e4his-Idast. USA andis hiljuti loa eksportida kiipe Saudi Araabia ja Araabia \u00dchendemiraatide ettev\u00f5tetele.<\/p>\n Siiski v\u00f5ivad kasvu pidurdada tegurid, mis pole Nvidia kontrolli all. Anal\u00fc\u00fctikud m\u00e4rgivad, et k\u00fcsimus pole enam ainult kiipide n\u00f5udluses, vaid selles, kas kliendid suudavad leida piisavalt elektrit, maad ja andmekeskuste v\u00f5imsust, et kogu see tehnika piisavalt kiiresti t\u00f6\u00f6le rakendada.<\/p>\n Kuidas see lugu Sind end tundma pani?
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