Izabelo ze-NVIDIA Corporation (NVDA) zirhwebe malunga ne-$217 ngoMvulo emva kokuba ngaphambili zinyuke zaya kwixabiso eliphezulu elitsha le-$223.75, nto leyo eyandisa inani lazo elikhulu njengoko abatyali-mali besabela kwiingxelo ezijikeleze izicwangciso zemveliso ye-AI yesizukulwana esilandelayo senkampani. Le ndibano yanyusa imali yemarike yeNvidia okwethutyana ngaphezulu kwe-$5.4 trillion, nto leyo eyaqinisa isikhundla sayo njengenye yeenkampani ezixabisekileyo kwihlabathi.
Le ntshukumo yamva nje ifike emva kokuba iingxelo zibonise ukuba iNvidia igqibezele izicwangciso zemveliso yeetships zayo zeVera Rubin AI ezizayo kunye namaqabane amaninzi okuvelisa uyilo lokuqala. Imveliso yovavanyo kuthiwa iqala ngoJuni, ngelixa ukuthunyelwa okukhulu kunokuqala ngoJulayi kwiinkampani ezinkulu zekhompyutha yelifu.
Olu luhlu luquka ezinye zeenkampani ezinkulu zobuchwepheshe emhlabeni. IMicrosoft, iGoogle, iAmazon, iMeta, kunye neOracle kulindeleke ukuba zifumane ukuthunyelwa njengoko imfuno yeziseko zophuhliso ze-AI iqhubeka nokunyuka.
Iitships zeVera Rubin Drive Ithemba Elitsha
Abatyali-mali baye baqokelela izabelo zeNvidia ngamandla kulo lonke ixesha lokukhula kwe-AI, kodwa ukuqaliswa kweVera Rubin kudale umdla omtsha. Kutheni le chip intsha ibaluleke kangaka? Abahlalutyi bakholelwa ukuba inokuqinisa isikhundla seNvidia esele silawula kwikhompyutha yobukrelekrele bokwenziwa.
Le nkampani okwangoku ikhokela imakethi yehlabathi yee-AI GPU ezisebenza kakuhle ezisetyenziswa ekuqeqesheni nasekusebenziseni iimodeli ze-AI eziphambili. Ababoneleli abakhulu bamafu bayaqhubeka nokuchitha iibhiliyoni ukwandisa iziseko ze-AI, kwaye iNvidia isengomnye wabaxhamli abakhulu belo xesha lokuchitha imali.
Iingxelo zokuba inkampani sele ifumene ixesha lokuvelisa kunye nemfuno yabathengi zincede ekukhuthazeni ukuqhubela phambili ngoMvulo. Ukuqaliswa okucwangcisiweyo kukwabonisa ukuzithemba kweNvidia ekugcineni ubunkokeli bayo njengoko ukhuphiswano lukhula ngakumbi kushishino lwe-semiconductor.
Intsebenziswano yenkampani namaqabane emveliso ye-ODM ikwabonisa ukuba iNvidia iyaqhubeka nokuqinisa isicwangciso sayo sothungelwano lokubonelela emva kweminyaka emininzi yokufumaneka kweGPU encinci ngexesha lokwanda kwe-AI.
I-Wall Street Ihlala Inika Iinkokheli ze-AI Iimbuyekezo
Ukusebenza kwesitokhwe seNvidia kuyaqhubeka nokuzahlula kwimarike ebanzi. Izabelo zizuze phantse i-17% unyaka nonyaka, zidlula kakhulu imbuyekezo ye-S&P 500 ye-7.5% kwixesha elifanayo.
Amanani exesha elide abonakala emangalisa ngakumbi. Izabelo zeNvidia zinyuke ngaphezulu kwe-77% kunyaka ophelileyo kwaye ziphantse zibe yi-669% kwiminyaka emithathu edlulileyo. Kwiminyaka emihlanu edlulileyo, izabelo zinyuke ngaphezulu kwe-1,480%, xa kuthelekiswa ne-81% ye-S&P 500.
Loo ngqungquthela ibonisa utshintsho lweNvidia ukusuka kwinkampani yemizobo egxile kwimidlalo ukuya kwisiseko somdyarho weziseko zophuhliso ze-AI zehlabathi.
Iziko ledatha ngoku liyinjini enkulu yokukhula kwenkampani njengoko ababoneleli ngamafu bekhuphisana ngokuthumela iinkqubo ze-AI eziphambili. IiGPU zeNvidia zinika amandla uninzi lweemodeli ze-AI eziphambili kwihlabathi, kuquka iinkqubo eziphuhliswe yi-OpenAI, i-Anthropic, i-Google, kunye ne-Meta.
Uxabiso lweeRekhodi lubangela ingxoxo-mpikiswano
Ingxoxo yamva nje yeNvidia ikwavuse imibuzo malunga noxabiso. Ingeniso yemali yenkampani ngoku idlula ixabiso elidibeneyo leenkampani ezinkulu zemveli kunye namaziko emali.
Ngaba oku kuyaqhubeka? Abatyali-mali babonakala beqinisekile ukuba inkcitho ye-AI isekwinqanaba layo lokuqala. Iinkampani ezinkulu zobuchwepheshe ziyaqhubeka nokwandisa inkcitho yemali enxulumene namaziko edatha ye-AI, uthungelwano, kunye neziseko zekhompyutha.
Kwangaxeshanye, abanye abahlalutyi balumkisa ukuba ulindelo olujikeleze ukukhula kwe-AI luhlala luphezulu kakhulu. Nakuphi na ukucotha kokusetyenziswa kwe-AI yeshishini okanye ukuphazamiseka kwekhonkco lokubonelela ngeenkonzo kunokucinezela amasheya e-semiconductor azuze kukukhula okukhawulezileyo kweli candelo.
Sekunjalo, iNvidia iyaqhubeka nokubonelela ngelinye lamabali okukhula okunamandla kwiimarike zehlabathi. Ukuqaliswa kweVera Rubin okuzayo ngoku kunika abatyali-mali esinye isiqalo esikhulu njengoko inkampani isiya nzulu kwinqanaba elilandelayo lomdyarho we-AI.
Okwangoku, umyalezo weWall Street usacacile: INvidia isesembindini wokukhula kobukrelekrele bokwenziwa.
Ixesha leposi: Meyi-25-2026