{"id":224210,"date":"2026-08-28T12:31:20","date_gmt":"2026-08-28T12:31:20","guid":{"rendered":"https:\/\/www.europesays.com\/hu\/224210\/"},"modified":"2026-08-28T12:31:20","modified_gmt":"2026-08-28T12:31:20","slug":"telex-kilottek-az-nvidia-bevetelei-70-szazalekos-novekedessel-szamolnak-a-kovetkezo-penzugyi-evre","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/hu\/224210\/","title":{"rendered":"Telex: Kil\u0151ttek az Nvidia bev\u00e9telei, 70 sz\u00e1zal\u00e9kos n\u00f6veked\u00e9ssel sz\u00e1molnak a k\u00f6vetkez\u0151 p\u00e9nz\u00fcgyi \u00e9vre"},"content":{"rendered":"<p>Az Nvidia 70 sz\u00e1zal\u00e9kos bev\u00e9teln\u00f6veked\u00e9ssel sz\u00e1mol a k\u00f6vetkez\u0151 p\u00e9nz\u00fcgyi \u00e9vre, ami az MI-sz\u00e1m\u00edt\u00e1stechnika ir\u00e1nti t\u00f6retlen lelkesed\u00e9st mutatja, <a href=\"https:\/\/www.reuters.com\/business\/media-telecom\/nvidia-forecasts-quarterly-revenue-above-estimates-2026-08-26\/\" target=\"_blank\" rel=\"nofollow noopener\">\u00edrta a Reuters.<\/a> A csipgy\u00e1rt\u00f3 v\u00e1llalat figyelmeztetett, hogy a mem\u00f3riaalkatr\u00e9szek hi\u00e1nya tov\u00e1bbra is korl\u00e1tozza a v\u00e1llalat terjeszked\u00e9s\u00e9nek \u00fctem\u00e9t. El\u0151rejelz\u00e9s\u00fck azonban \u00edgy is meghaladja az elemz\u0151k v\u00e1rakoz\u00e1sait: a m\u00e1sodik negyed\u00e9ves eredm\u00e9nyek szerdai k\u00f6zz\u00e9t\u00e9tele el\u0151tt az elemz\u0151k \u00e1tlagosan 44 sz\u00e1zal\u00e9kos bev\u00e9teln\u00f6veked\u00e9st j\u00f3soltak a c\u00e9gnek a k\u00f6vetkez\u0151 \u00e9vre.<\/p>\n<p>A j\u00falius v\u00e9g\u00e9n z\u00e1rult m\u00e1sodik p\u00e9nz\u00fcgyi negyed\u00e9vben is j\u00f3kora n\u00f6veked\u00e9st siker\u00fclt \u00f6sszehozni a v\u00e1llalatnak: 96,2 milli\u00e1rd doll\u00e1ros bev\u00e9telt \u00e9rt el, 106 sz\u00e1zal\u00e9kkal t\u00f6bbet az egy \u00e9vvel kor\u00e1bbin\u00e1l. Nett\u00f3 nyeres\u00e9ge 126 sz\u00e1zal\u00e9kkal 59,7 milli\u00e1rd doll\u00e1rra n\u0151tt, \u00e9s csak az adatk\u00f6zponti \u00fczlet\u00e1g bev\u00e9tele 89 milli\u00e1rd doll\u00e1r volt, ami \u00e9ves \u00f6sszevet\u00e9sben 117 sz\u00e1zal\u00e9kos n\u00f6veked\u00e9st jelent.<\/p>\n<p>Ez ut\u00f3bbi adat megmutatja, hogy az ipar\u00e1g milyen nagy m\u00e9rt\u00e9kben f\u00fcgg jelenleg az Nvidia csipjeit\u0151l: gyakorlatilag minden jelent\u0151s, MI-eszk\u00f6z\u00f6ket \u00e9s -infrastrukt\u00far\u00e1t fejleszt\u0151 technol\u00f3giai v\u00e1llalat \u2013 \u00edgy az Amazon, a Meta, a Google \u00e9s a Microsoft \u2013 ezeket haszn\u00e1lja.<\/p>\n<p>\u201eA mesters\u00e9ges intelligencia el\u00e9rte a fordul\u00f3pontj\u00e1t. Hasznos munk\u00e1t v\u00e9gez. Alkalmaz\u00e1sai eredm\u00e9nyesek \u00e9s nyeres\u00e9gesek. Most m\u00e1r a sz\u00e1m\u00edt\u00f3g\u00e9pes teljes\u00edtm\u00e9ny jelenti a bev\u00e9telt\u201d \u2013 mondta Jensen Huang, az Nvidia vez\u00e9rigazgat\u00f3ja. Huang azt is elmondta, hogy sosem tettek m\u00e9g k\u00f6zz\u00e9 el\u0151rejelz\u00e9st egy \u00e9vre el\u0151re, de egy Reutersnek nyilatkoz\u00f3 elemz\u0151 szerint nem l\u00e9gb\u0151l kapott a dolog, az eddigi, sk\u00e1l\u00e1z\u00e1sra \u00e9p\u00fcl\u0151 v\u00e1s\u00e1rl\u00f3k mellett ugyanis egyre nagyobb vev\u0151k\u00f6re van az MI-technol\u00f3gi\u00e1knak, \u00edgy \u00e9rtelemszer\u0171en a kereslet is rohamosan n\u0151.<\/p>\n<p>Az Nvidia szerint a Vera Rubin MI-platformja az okt\u00f3berben v\u00e9get \u00e9r\u0151 jelenlegi, harmadik negyed\u00e9vben az adatk\u00f6zponti bev\u00e9telek k\u00f6r\u00fclbel\u00fcl \u00f6t\u00f6d\u00e9t, az MI-laborat\u00f3riumokb\u00f3l \u00e9rkez\u0151 kereslet pedig j\u00f6v\u0151re a teljes \u00fczleti tev\u00e9kenys\u00e9g\u00e9nek nagyj\u00e1b\u00f3l egynegyed\u00e9t fogja kitenni, ami a vev\u0151k\u00f6r diverzifik\u00e1lts\u00e1g\u00e1t jelzi.<\/p>\n","protected":false},"excerpt":{"rendered":"Az Nvidia 70 sz\u00e1zal\u00e9kos bev\u00e9teln\u00f6veked\u00e9ssel sz\u00e1mol a k\u00f6vetkez\u0151 p\u00e9nz\u00fcgyi \u00e9vre, ami az MI-sz\u00e1m\u00edt\u00e1stechnika ir\u00e1nti t\u00f6retlen lelkesed\u00e9st mutatja, \u00edrta&hellip;\n","protected":false},"author":2,"featured_media":224211,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[12],"tags":[1023,63,44,42,40,43,41,283,5340,6209,121,120,125,122,124,123],"class_list":["post-224210","post","type-post","status-publish","format-standard","has-post-thumbnail","category-tudomany-es-technologia","tag-bevetel","tag-gazdasag","tag-hu","tag-hungarian","tag-hungary","tag-magyar","tag-magyarorszag","tag-mesterseges-intelligencia","tag-nvidia","tag-profit","tag-science","tag-science-technology","tag-technologia","tag-technology","tag-tudomany","tag-tudomany-es-technologia"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@hu\/117173150205558194","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/posts\/224210","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/comments?post=224210"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/posts\/224210\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/media\/224211"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/media?parent=224210"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/categories?post=224210"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/tags?post=224210"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}