AMD akciju l\u0113ciens un strat\u0113\u0123isk\u0101 OpenAI vieno\u0161an\u0101s<\/p>\n
AMD akciju v\u0113rt\u012bba piedz\u012bvojusi iespaid\u012bgu k\u0101pumu, fiks\u0113jot 38% pieaugumu, kas ir liel\u0101kais k\u0101pums p\u0113d\u0113jo devi\u0146u gadu laik\u0101. \u0160o straujo akciju v\u0113rt\u012bbas pieaugumu veicin\u0101jis v\u0113rien\u012bgs daudzu miljardu dol\u0101ru v\u0113rt\u012bgs l\u012bgums ar m\u0101ksl\u012bg\u0101 intelekta (MI) pionieri OpenAI, kur\u0161 paredz ne tikai iev\u0113rojamu procesoru pieg\u0101di, bet ar\u012b OpenAI akciju \u012bpa\u0161umties\u012bbu iesp\u0113ju.<\/p>\n
V\u0113rien\u012bgs l\u012bgums un akciju opciju pie\u0161\u0137ir\u0161ana<\/p>\n
Zi\u0146as par \u0161o strat\u0113\u0123isko sadarb\u012bbu, ko pirmavots izplat\u012bjis Bloomberg, izrais\u012bju\u0161as a\u017eiot\u0101\u017eu finan\u0161u tirgos. Pirmdienas tirdzniec\u012bbas sesij\u0101 AMD akcijas sasniedza maksimumu 226,71 ASV dol\u0101ru v\u0113rt\u012bb\u0101, demonstr\u0113jot patiesi dinamiskas att\u012bst\u012bbas tendenci. At\u0161\u0137ir\u012bb\u0101 no AMD, konkurenta NVIDIA akciju v\u0113rt\u012bba piedz\u012bvoja nelielu kritumu par 2,3%. Vieno\u0161an\u0101s paredz AMD pieg\u0101d\u0101t OpenAI grafiskos procesorus ar kop\u0113jo jaudu 6 gigavatus (GW) vair\u0101ku gadu period\u0101. Papildus tam AMD ir pie\u0161\u0137\u012brusi OpenAI \u012bpa\u0161u akciju pirkuma ties\u012bbas (varentu) uz aptuveni 160 miljoniem akciju par simbolisku cenu \u2013 vienu centu par akciju. \u0160\u012bs ties\u012bbas, kas atbilst aptuveni 10% no AMD apgroz\u012bb\u0101 eso\u0161aj\u0101m akcij\u0101m, tiks \u012bstenotas, sasniedzot noteiktus att\u012bst\u012bbas posmus. Starp \u0161iem nosac\u012bjumiem ir paredz\u0113ts t\u0101l\u0101ks AMD akciju v\u0113rt\u012bbas pieaugums, k\u0101 ar\u012b n\u0101kotnes maks\u0101jumu trans\u0161as, kas b\u016bs piesaist\u012btas akciju cenai 600 ASV dol\u0101ru apm\u0113r\u0101. Pirms \u0161\u012b br\u012b\u017ea, piektdien\u0101, AMD akcijas tika sl\u0113gtas 164,67 ASV dol\u0101ru v\u0113rt\u012bb\u0101.<\/p>\n
Strat\u0113\u0123isk\u0101 motiv\u0101cija un konkurence MI jom\u0101<\/p>\n
AMD vad\u012bt\u0101ja Liza Su uzsv\u0113ra vieno\u0161an\u0101s strat\u0113\u0123isko noz\u012bmi, nor\u0101dot: \u201eOpenAI priek\u0161\u0101 ir milz\u012bgs darbs, lai nodro\u0161in\u0101tu m\u016bsu tehnolo\u0123iju veiksm\u012bgu ievie\u0161anu. M\u0113s v\u0113l\u0113j\u0101mies p\u0101rliecin\u0101ties, ka OpenAI ir motiv\u0113ta uz AMD pan\u0101kumiem. Jo vair\u0101k OpenAI ievies\u012bs tehnolo\u0123ijas, jo liel\u0101kus ien\u0101kumus m\u0113s g\u016bsim, un vi\u0146i var\u0113s dal\u012bties \u0161aj\u0101 pe\u013c\u0146\u0101.\u201d \u0160is solis notiek laik\u0101, kad MI nozare piedz\u012bvo strauju izaugsmi un arvien liel\u0101ku tehnolo\u0123isko sacens\u012bbu. Piem\u0113ram, NVIDIA septembra s\u0101kum\u0101 pazi\u0146oja par pl\u0101niem invest\u0113t l\u012bdz pat 100 miljardiem ASV dol\u0101ru OpenAI, lai veidotu MI infrastrukt\u016bru un jaunus datu centrus ar vismaz 10 GW jaudu \u2013 sal\u012bdzin\u0101jumam, \u0161\u012b ir \u0145ujorkas pils\u0113tas maksim\u0101l\u0101 elektr\u012bbas pat\u0113ri\u0146a l\u012bmenis. Tom\u0113r joproj\u0101m past\u0101v neskaidr\u012bba par to, k\u0101 tie\u0161i OpenAI pl\u0101no finans\u0113t milz\u012bg\u0101s izmaksas, kas saist\u012btas ar nepiecie\u0161amajiem mikrosh\u0113m\u0101m un datu centriem, lai nodro\u0161in\u0101tu progres\u012bv\u0101ku MI sist\u0113mu darb\u012bbu.<\/p>\n
MI \u201eburbu\u013ca\u201d ba\u017eas un n\u0101kotnes perspekt\u012bvas<\/p>\n
Divus m\u0113ne\u0161us iepriek\u0161 OpenAI vad\u012bt\u0101js Sems Altmans pauda v\u0113lmi ieguld\u012bt \u201etriljonus\u201d MI infrastrukt\u016br\u0101, nor\u0101dot, ka uz\u0146\u0113mums izstr\u0101d\u0101 \u201ejauna veida\u201d finan\u0161u instrumentu, nesniedzot konkr\u0113tus skaidrojumus. Neskatoties uz iev\u0113rojamiem ieguld\u012bjumiem un strauju att\u012bst\u012bbu, p\u0113d\u0113j\u0101 laik\u0101 arvien bie\u017e\u0101k izskan ba\u017eas par MI \u201eburbuli\u201d. \u0160\u012b nozare, vismaz pagaid\u0101m, \u0123ener\u0113 sal\u012bdzino\u0161i nelielus ien\u0101kumus, \u0146emot v\u0113r\u0101 bezprecedenta izmaksas. AMD un OpenAI sadarb\u012bba tom\u0113r nor\u0101da uz strat\u0113\u0123isku virzienu, kur\u0101 uz\u0146\u0113mumi cen\u0161as saist\u012bt savu finansi\u0101lo pan\u0101kumu ar tehnolo\u0123isko progresu, nodro\u0161inot savstarp\u0113ju motiv\u0101ciju un ilgtsp\u0113j\u012bgu att\u012bst\u012bbu \u0161aj\u0101 dinamiskaj\u0101 nozar\u0113.<\/p>\n","protected":false},"excerpt":{"rendered":"AMD akciju l\u0113ciens un strat\u0113\u0123isk\u0101 OpenAI vieno\u0161an\u0101s AMD akciju v\u0113rt\u012bba piedz\u012bvojusi iespaid\u012bgu k\u0101pumu, fiks\u0113jot 38% pieaugumu, kas ir…\n","protected":false},"author":2,"featured_media":14384,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[16],"tags":[5090,5089,77,76,35,39,38,36,37,34,40,87,1463,198],"class_list":{"0":"post-14383","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-bizness","8":"tag-akciju-tirgus","9":"tag-amd","10":"tag-bizness","11":"tag-business","12":"tag-latvia","13":"tag-latvian","14":"tag-latviesu","15":"tag-latviesu-valoda","16":"tag-latviesuvaloda","17":"tag-latvija","18":"tag-lv","19":"tag-maksligais-intelekts","20":"tag-openai","21":"tag-procesori"},"share_on_mastodon":{"url":"","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/posts\/14383","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/comments?post=14383"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/posts\/14383\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/media\/14384"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/media?parent=14383"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/categories?post=14383"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/tags?post=14383"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}