N\u0101kotnes mikrosh\u0113mu sarunas un Nvidia akciju pieaugums<\/p>\n
Nvidia akciju v\u0113rt\u012bba turpina savu iespaid\u012bgo k\u0101pumu, ko aiz logiem veicin\u0101ju\u0161as investoru cer\u012bbas uz iesp\u0113jamu Amerikas Savienoto Valstu un \u0136\u012bnas Tautas Republikas attiec\u012bbu atsl\u0101bumu attiec\u012bb\u0101 uz pusvad\u012bt\u0101ju tirdzniec\u012bbu. Pirms potenci\u0101las tik\u0161an\u0101s ar \u0136\u012bnas prezidentu Sji Dzjinpinu, ASV prezidents Donalds Tramps izteicis nodomu apspriest Nvidia progres\u012bvo m\u0101ksl\u012bg\u0101 intelekta (MI) mikrosh\u0113mu “Blackwell” ar savu \u0136\u012bnas kol\u0113\u0123i. “M\u0113s run\u0101sim par “Blackwell” \u2013 t\u0101 ir super duper \u010dips,” reportieriem tre\u0161dien atkl\u0101ja prezidents. Vi\u0146\u0161 gan nepreciz\u0113ja konkr\u0113tus politiskos m\u0113r\u0137us, tom\u0113r pauda optimistisku noska\u0146ojumu pirms gaid\u0101m\u0101s sarunas.<\/p>\n
Apm\u0113ram 11:00 p\u0113c Centr\u0101leiropas laika Nvidia akciju v\u0113rt\u012bba pre\u010du tirg\u016b jau bija pak\u0101pusies par vair\u0101k nek\u0101 3%, tuvinot komp\u0101niju pie 5 triljonu dol\u0101ru tirgus kapitaliz\u0101cijas atz\u012bmes. Pusvad\u012bt\u0101ji ir k\u013cuvu\u0161i par galveno str\u012bdus \u0101bolu starp ab\u0101m lielvalst\u012bm, jo abas cen\u0161as nostiprin\u0101t savu l\u012bderpoz\u012bciju strauji att\u012bst\u012bgaj\u0101s tehnolo\u0123ij\u0101s, piem\u0113ram, MI. \u0160\u012bs maz\u0101s, ta\u010du \u0101rk\u0101rt\u012bgi svar\u012bg\u0101s mikrosh\u0113mas, kas darbina visu, s\u0101kot no viedt\u0101lru\u0146iem l\u012bdz medic\u012bnas apr\u012bkojumam, ir \u0161o amb\u012bciju pamats.<\/p>\n
Eksporta ierobe\u017eojumi un to ietekme<\/p>\n
Kop\u0161 2022. gada ASV ir noteiku\u0161as ierobe\u017eojumus Nvidia progres\u012bvo mikrosh\u0113mu p\u0101rdo\u0161anai uz \u0136\u012bnu, atsaucoties uz nacion\u0101l\u0101s dro\u0161\u012bbas apsv\u0113rumiem. Lai gan Tramps savas prezident\u016bras laik\u0101 ir vair\u0101kk\u0101rt main\u012bjis nost\u0101ju attiec\u012bb\u0101 uz eksporta kontroli, vispirms to pastiprinot, p\u0113c tam apstiprinot Nvidia H20 MI mikrosh\u0113mu p\u0101rdo\u0161anu \u0136\u012bnai. “H20” tika izstr\u0101d\u0101ta specifiski \u0136\u012bnas tirgum, lai atbilstu D\u017eo Baidena administr\u0101cijas eksporta ierobe\u017eojumiem. Tom\u0113r iepriek\u0161\u0113j\u0101 Trampa administr\u0101cija pauda ba\u017eas, ka \u0161\u012b tehnolo\u0123ija var\u0113tu tikt izmantota milit\u0101riem m\u0113r\u0137iem.<\/p>\n
Run\u0101jot par “Blackwell” procesoru, Tramps jau pirms da\u017eiem m\u0113ne\u0161iem izteica domu, ka apsv\u0113rtu iesp\u0113ju at\u013caut Nvidia eksport\u0113t uz \u0136\u012bnu \u0161\u012b \u010dipa uzlabotu versiju. \u0160\u0101da vieno\u0161an\u0101s ieviestu atvieglojumu Nvidia izpilddirektoram Jensenam Huangam, kur\u0161 jau sen ir kritiz\u0113jis ASV noteiktos ierobe\u017eojumus. Huangs ir uzsv\u0113ris, ka \u0161ie ierobe\u017eojumi paties\u012bb\u0101 veicina \u0136\u012bnas MI sp\u0113ju att\u012bst\u012bbu, jo \u0136\u012bnas tirgus spiests k\u013c\u016bt maz\u0101k atkar\u012bgs no ASV produktiem. \u0160\u0137iet, ka \u0161\u0101da lo\u0123ika jau ir saprotama Pekin\u0101, pat kam\u0113r ASV m\u012bkstina savu nost\u0101ju.<\/p>\n
\u0136\u012bnas atbilde un n\u0101kotnes perspekt\u012bvas<\/p>\n
P\u0113c tam, kad Va\u0161ingtona deva za\u013co gaismu H20 eksportam, \u0136\u012bnas regulators aizliedza valsts liel\u0101kaj\u0101m tehnolo\u0123iju komp\u0101nij\u0101m ieg\u0101d\u0101ties Nvidia m\u0101ksl\u012bg\u0101 intelekta mikrosh\u0113mas. “Prezidents ir man devis licenci s\u016bt\u012bt uz \u0136\u012bnu, bet \u0136\u012bna mums ir aizliegusi s\u016bt\u012bt uz \u0136\u012bnu,” \u0161oned\u0113\u013c k\u0101d\u0101 pas\u0101kum\u0101 Va\u0161ington\u0101 nor\u0101d\u012bja Huangs. “Vi\u0146i ir \u013coti skaidri pateiku\u0161i, ka nev\u0113las, lai Nvidia pa\u0161laik b\u016btu kl\u0101t.”<\/p>\n
Dokument\u0101, ko Pekina publiskoja otrdien, Komunistisk\u0101 partija atk\u0101rtoti uzsv\u0113ra pa\u0161pietiekam\u012bbas noz\u012bmi, aicinot veikt “neparastus pas\u0101kumus”, lai pan\u0101ktu “iz\u0161\u0137iro\u0161us atkl\u0101jumus” t\u0101d\u0101s tehnolo\u0123ij\u0101s k\u0101 pusvad\u012bt\u0101ji. “Svar\u012bg\u0101kais faktors augstas kvalit\u0101tes att\u012bst\u012bbas veicin\u0101\u0161an\u0101 ir pa\u0101trin\u0101t augsta l\u012bme\u0146a zin\u0101tnisko un tehnolo\u0123isko pa\u0161pa\u013c\u0101v\u012bbu,” sac\u012bja Sji Dzjinpins run\u0101, ko izplat\u012bja valsts zi\u0146u a\u0123ent\u016bra Xinhua.<\/p>\n
Lai gan past\u0101v iesp\u0113ja, ka \u0136\u012bnas ierobe\u017eojumi Nvidia mikrosh\u0113m\u0101m var\u0113tu k\u013c\u016bt par ilgsto\u0161u politiku, eksperti nor\u0101da, ka \u0161\u0101ds solis var\u0113tu b\u016bt tikai sp\u0113les elements tirdzniec\u012bbas sarun\u0101s ar Va\u0161ingtonu. \u0160\u0101das politisk\u0101s main\u012bbas rada nenoteikt\u012bbu investoriem, neskatoties uz faktu, ka Nvidia akciju v\u0113rt\u012bba \u0161ogad ir pieaugusi par aptuveni 50%, ko galvenok\u0101rt veicin\u0101ju\u0161as MI amb\u012bcijas.<\/p><\/blockquote>\n","protected":false},"excerpt":{"rendered":"N\u0101kotnes mikrosh\u0113mu sarunas un Nvidia akciju pieaugums Nvidia akciju v\u0113rt\u012bba turpina savu iespaid\u012bgo k\u0101pumu, ko aiz logiem veicin\u0101ju\u0161as…\n","protected":false},"author":2,"featured_media":36177,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[16],"tags":[10603,77,10602,76,35,39,38,36,37,34,40,7806,197,767],"class_list":{"0":"post-36176","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-bizness","8":"tag-asv-kinas-tirdznieciba","9":"tag-bizness","10":"tag-blackwell","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-mikroshemas","20":"tag-nvidia","21":"tag-pusvaditaji"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@lv\/115468881525766469","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/posts\/36176","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=36176"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/posts\/36176\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/media\/36177"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/media?parent=36176"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/categories?post=36176"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/tags?post=36176"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}