I-Generative Data Intelligence

I-Nvidia Idlula Izinzuzo Zenzuzo Ye-Q4

Usuku:

U-Nvidia weqe izibikezelo zeholo le-Q4, eqhutshwa iphuzu lokukhiqiza le-AI, isikhulu esiphezulu uJensen Huang simemezele. Imiphumela emihle buoy AI amathokheni kanye nomuzwa wemakethe jikelele.

Omunye wabakhiqizi abakhulu be amayunithi okucubungula ihluzo (GPUs), uNvidia, umemezele ukukhula okungama-265% emalini engenayo unyaka nonyaka ngenxa yesidingo esikhulayo se-artificial intelligence (AI) hardware emhlabeni jikelele.

Imibiko yakamuva yezezimali yekota yesine ibonisa ukuthi i-Nvidia ikhiqize ama-dollar ayizigidi eziyizinkulungwane ezingu-22.1 ekuthengisweni, ikhuphuke ngo-22% kusukela engxenyeni yesithathu kanye no-265% kusukela ngonyaka odlule. Umsunguli kanye no-CEO we-Nvidia, uJensen Huang, uveze ukuthi ukukhuphuka kokuthengisa kubangele ukwanda kwesidingo i-AI ekhiqizayo kanye nekhompyutha esheshayo emhlabeni wonke. Ngenani lemakethe lika-$1.67 trillion, umenzi we-chip manje uyaqhosha.

UNvidia udlula uTesla ka-Elon Musk

U-Nvidia wadlula i-Tesla ka-Elon Musk ukuze abe ngesinye sezitoko ezidayiswa kakhulu e-Wall Street. Ngokusho kuka-a umbiko, amasheya e-Nvidia angaba yizigidi eziyizinkulungwane ezingu-30 ashintshiwe phakathi kwabahwebi ngezikhathi zokugcina ze-30 zokuhweba, uma kuqhathaniswa nesilinganiso esingaba ngu-$ 22 billion we-Tesla ngesikhathi esifanayo.

Ukwengeza, ngoJanuwari 27, uMusk uthe uTesla uhlose ukusebenzisa imali engaphezu kwezigidi ezingu-500 zamaRandi ukuze athenge i-hardware ye-Artificial Intelligence (AI) evela ku-Nvidia ngo-2024 kuphela. Yena wathi ukuthi izibalo zetafula zokuncintisana ku-AI okungenani amadola ayizigidi eziyizinkulungwane ezimbalwa ngonyaka ngalesi sikhathi.

Futhi, uTesla unezinhlelo zokuthenga ihadiwe ehlobene ne-AI kumqhudelana omkhulu we-Nvidia we-GPU, i-AMD.

I-Nvidia idlula i-Q4 yemali elindelwe

Umenzi we-chip omkhulu I-Nvidia idlule imali ebivele ivele iphezulu elindelwe yekota yesine, yathuthukisa izimakethe zezabelo ezibanzi namathokheni ahlobene nobuhlakani bokwenziwa (AI).

I-Nvidia wathi NgoLwesithathu ukuthi inzuzo yayo yekota yesine ngesabelo ngasinye ibingu-$5.16, idlula isilinganiso somhlaziyi wesilinganiso se-$4.59 ngesabelo ngasinye. Ngaphezu kwalokho, umenzi we-chip ubike imali eyizigidi eziyizinkulungwane ezingama-22.1, ekhuphuke kakhulu kunesilinganiso se-Wall Street sama- $ 20.4 billion.

Amathokheni e-AI akhuphuka

I-spike kumathokheni e-AI ilandele imiphumela kaNvidia. Izinzuzo ze-SingularityNet (AGIX), FetchAI (FET), ne-Render (RNDR) bezingaphezu kuka-20%, 10%, no-8% ngokulandelanayo. Ngokusekelwe ku CoinGecko izibalo, isamba semali yemakethe yamathokheni e-AI senyukele ku-$16.5 billion. Ngokuphambene, ibhentshimakhi ye-cryptocurrency enkulu kunazo zonke futhi ewuketshezi, i-CoinDesk 20 (CD20), ibe nokwehla ngo-2.7%.

Ngokusho kukaJensen Huang, umsunguli kanye ne-CEO ye-NVIDIA, i-AI esheshisiwe yokwenza ikhompiyutha kanye ne-generative AI isifinyelele iphuzu. Isidingo siyakhula emhlabeni wonke, ezinkampanini, ezimbonini nasezizweni.

I-Nvidia iphinde yabikezela imali engenayo eyizigidi eziyizinkulungwane ezingama-24 zamarandi kwikota yokuqala, ngaphezu kokuqagela kochwepheshe kwezigidigidi ezingama- $22.2.

Lesi sigqi siza njengoba amasheya omkhiqizi wama-chips agqugquzele uguquko lwezobuhlakani bokwenziwa (AI) ekhuphuke ngamaphesenti angaphezu kuka-200 ngonyaka odlule, okwenza imakethe yenkampani yafinyelela cishe ku-$1.7 trillion ngesikhathi esisodwa, idlula inani le- ama-tech giants i-Amazon ne-Google. Ngenxa yokuthi lokhu kuhlinzwa kube namandla kangakanani, uGoldman Sachs wakubiza ngokuthi “impahla ebaluleke kakhulu emhlabeni.”

NgoLwesithathu ekuhwebeni kwemakethe, amasheya e-chipmaker akhuphuke cishe ngo-7%, kuyilapho ikusasa le-S & P 500 lizuze i-0.5% futhi bitcoin (BTC) yehla ngo-1.2%.

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