AMD akciju straujais k\u0101pums: OpenAI veic miljardu dar\u012bjumu<\/p>\n
Finan\u0161u tirgus \u0161oned\u0113\u013c piedz\u012bvoja iespaid\u012bgu notikumu, kad AMD (Advanced Micro Devices) akciju v\u0113rt\u012bba uzl\u0113ca par 38%, sasniedzot jaunus p\u0113d\u0113jo devi\u0146u gadu rekordu. Galvenais \u0161\u012b iespaid\u012bg\u0101 l\u0113ciena iemesls ir v\u0113rien\u012bga vieno\u0161an\u0101s ar m\u0101ksl\u012bg\u0101 intelekta (MI) gigantu OpenAI, kas paredz ne tikai vair\u0101ku miljardu dol\u0101ru v\u0113rtu procesoru pas\u016bt\u012bjumu, bet ar\u012b akciju ieg\u0101di.<\/p>\n
V\u0113sturiska vieno\u0161an\u0101s ar OpenAI<\/p>\n
K\u0101 zi\u0146o Bloomberg, pirmdien AMD akcijas pak\u0101p\u0101s l\u012bdz 226,71 ASV dol\u0101ram, kas ir visliel\u0101kais dienas k\u0101pums p\u0113d\u0113jo vair\u0101k nek\u0101 devi\u0146u gadu laik\u0101. \u0160is sasniegums kontrast\u0113 ar konkurenta NVIDIA akciju nelielo kritumu, kas samazin\u0101j\u0101s par 2,3%. OpenAI un AMD ir nosl\u0113gu\u0161i vieno\u0161anos par grafisko procesoru pieg\u0101di vair\u0101ku gadu period\u0101, kuru kop\u0113j\u0101 jauda sasniegs pat 6 gigavatus (GW).<\/p>\n
Dar\u012bjuma ietvaros AMD pie\u0161\u0137\u012brusi OpenAI akciju garantiju par aptuveni 160 miljoniem akciju par simbolisku cenu \u2013 vienu centu par akciju. \u0160\u012b summa veido aptuveni 10% no apgroz\u012bb\u0101 eso\u0161aj\u0101m AMD akcij\u0101m. Pilnv\u0113rt\u012bga \u0161o akciju izmanto\u0161ana notiks p\u0113c noteiktu posmu sasnieg\u0161anas. K\u0101 \u012bpa\u0161i svar\u012bgi posmi ir atz\u012bm\u0113ti gan AMD akciju t\u0101l\u0101ka v\u0113rt\u012bbas pieaugums, gan ar\u012b n\u0101kamais maks\u0101jumu posms, kas b\u016bs piesaist\u012bts pie akciju cenas 600 ASV dol\u0101ru atz\u012bm\u0113. Lai sniegtu kontekstu, piektdien pirms \u0161\u012b dar\u012bjuma AMD akcijas tika kot\u0113tas par 164,67 ASV dol\u0101riem.<\/p>\n
Strat\u0113\u0123isks solis ab\u0101m pus\u0113m<\/p>\n
\u201eOpenAI ir paveicams liels darbs, lai nodro\u0161in\u0101tu veiksm\u012bgu m\u016bsu tehnolo\u0123iju ievie\u0161anu. M\u0113s v\u0113l\u0113j\u0101mies p\u0101rliecin\u0101ties, ka OpenAI ir motiv\u0113ta pan\u0101kumiem ar AMD. Un jo vair\u0101k OpenAI ievies\u012bs tehnolo\u0123ijas, jo vair\u0101k ien\u0101kumus m\u0113s g\u016bsim, un vi\u0146i var\u0113s dal\u012bties \u0161ajos pan\u0101kumos,\u201d pazi\u0146oja AMD vad\u012bt\u0101ja L\u012bza Su.<\/p><\/blockquote>\n
\u0160is strat\u0113\u0123iskais g\u0101jiens liecina par abu uz\u0146\u0113mumu v\u0113lmi veidot ilgtermi\u0146a un savstarp\u0113ji izdev\u012bgu sadarb\u012bbu. AMD, nodro\u0161inot OpenAI piek\u013cuvi sav\u0101m jaud\u012bgaj\u0101m procesoru tehnolo\u0123ij\u0101m, vienlaikus ieg\u016bst finansi\u0101lu un strat\u0113\u0123isku ieguvumu, piesaistot OpenAI k\u0101 akcion\u0101ru. Tas skaidri par\u0101da AMD p\u0101rliec\u012bbu par savu tehnolo\u0123iju potenci\u0101lu un OpenAI sp\u0113ju to veiksm\u012bgi izmantot.<\/p>\n
MI nozares izaugsme un izaicin\u0101jumi<\/p>\n
Kam\u0113r AMD svin uzvaru, NVIDIA, neskatoties uz savu iepriek\u0161\u0113jo dominanci MI tirg\u016b, \u0161oreiz piedz\u012bvo nelielu kritumu. Tom\u0113r NVIDIA ar\u012b nav palicis mal\u0101. Iepriek\u0161 septembr\u012b komp\u0101nija pazi\u0146oja par pl\u0101niem invest\u0113t l\u012bdz pat 100 miljardiem ASV dol\u0101ru OpenAI, lai izveidotu MI infrastrukt\u016bru un jaunus datu centrus ar jaudu vismaz 10 GW \u2013 tas ir sal\u012bdzin\u0101ms ar \u0145ujorkas pils\u0113tas maksim\u0101lo elektr\u012bbas pat\u0113ri\u0146u.<\/p>\n
Neskaidr\u012bba gan joproj\u0101m past\u0101v attiec\u012bb\u0101 uz to, k\u0101 tie\u0161i OpenAI pl\u0101no finans\u0113t \u0161os milz\u012bgos izdevumus, kas saist\u012bti ar nepiecie\u0161amajiem mikrosh\u0113m\u0101m un datu centriem, lai palaistu arvien progres\u012bv\u0101kas MI sist\u0113mas. Pirms diviem m\u0113ne\u0161iem OpenAI izpilddirektors Sems Altmans izteic\u0101s par v\u0113lmi t\u0113r\u0113t \u201etriljonus\u201d MI infrastrukt\u016brai, nor\u0101dot, ka uz\u0146\u0113mums izstr\u0101d\u0101 \u201ejauna veida\u201d finan\u0161u instrumentu, nesniedzot konkr\u0113tus datus. \u0160\u012bs ba\u017eas sakr\u012bt ar pla\u0161\u0101k\u0101m diskusij\u0101m par iesp\u0113jamu \u201eMI burbuli\u201d, jo pa\u0161reiz\u0113j\u0101 posm\u0101 \u0161\u012b nozare, neskatoties uz milz\u012bgaj\u0101m invest\u012bcij\u0101m, \u0123ener\u0113 relat\u012bvi nelielus ien\u0101kumus.<\/p>\n
\u0160is AMD un OpenAI dar\u012bjums ir spilgts piem\u0113rs tam, cik strauji att\u012bst\u0101s MI nozare un cik lieli resursi tiek ieguld\u012bti t\u0101s n\u0101kotnes veido\u0161an\u0101. Tas vienlaikus uzsver gan iesp\u0113jas, gan ar\u012b potenci\u0101los riskus, kas saist\u012bti ar \u0161\u012bs revolucion\u0101r\u0101s tehnolo\u0123ijas masveida ievie\u0161anu.<\/p>\n","protected":false},"excerpt":{"rendered":"AMD akciju straujais k\u0101pums: OpenAI veic miljardu dar\u012bjumu Finan\u0161u tirgus \u0161oned\u0113\u013c piedz\u012bvoja iespaid\u012bgu notikumu, kad AMD (Advanced Micro…\n","protected":false},"author":2,"featured_media":23876,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[16],"tags":[5090,5089,77,76,35,39,38,36,37,34,40,4041,1463,198],"class_list":{"0":"post-23875","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-mi","20":"tag-openai","21":"tag-procesori"},"share_on_mastodon":{"url":"","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/posts\/23875","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=23875"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/posts\/23875\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/media\/23876"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/media?parent=23875"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/categories?post=23875"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/tags?post=23875"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}