Musika wacho wakatarisa Nvidia mushure mekutyora iyo $5 trillion barriers Mari yemusika yakasvika pachinhanho pakati pekukwira kwehungwaru hwekugadzira uye mwedzi mishoma mushure mekupfuura madhora mazana mana emadhora. Maitiro emusika wemasheya aive akajeka: zvakakosha zvakawanikwa panguva yechikamu uye kutsva-kwese-kwese kwakakwira muma indices makuru eUS.
Kusvetuka uku kunoratidza investor confidence mukuda kweAI kukwidziridza uye mune inotonga chinzvimbo chekambani munzvimbo dzedata, software uye computing mhinduroKunyangwe zvakadaro, chikamu chemusika chiri kukurudzira kuchenjerera: kumhanya kwekukura kunoda kuurayiwa kusina mhosva uye zvine hungwaru kwakanyatso kurongeka kwekutengesa cheni manejimendi.
Chiratidzo chemusika wemasheya zvisati zvamboitika
Zvinoenderana nehurongwa hwekuyerera uye intraday kufamba, migove yakakwira neanopfuura imwe 4% kusvika yasvika nguva dzese dzakakwiriraIzvi zvaive zvakakwana kuisa Nvidia sekambani yekutanga kudarika iyo $5 bhiriyoni chiratidzo. Chiitiko ichi chinouya mushure mechikamu chimwe muzvina iyo kambani yanga yatopfuura mabhiriyoni mana emadhora. kukunda hofori dzakaita seApple neMicrosoft mumatanho achangoburwa.
Benchmark indices dzakateera: iyo S&P 500 tekinoroji index uye iyo Philadelphia SE semiconductor index yakanyoreswa. kuwedzera kunoshamisa muchikamu, mumamiriro ezvinhu anoratidzwa netarisiro yakananga kuAI uye tarisiro yakasimba yemhedzisiro mumakambani makuru etekinoroji.
Odha, machipisi uye kugona komputa
Iyo kambani yakataura kuti inotungamira mirairo inokosha $500.000 mabhiriyoninechizvarwa chitsva cheBlackwell naRubin sembiru kusvika 2026. Iyo nzira yemugwagwa inofunga kusvetuka kwakakosha muchiyero: kutumirwa kunotarisirwa makumi emamiriyoni emayuniti zvichienzaniswa nechizvarwa chakapfuura, icho chaizobatanidza hutungamiriri hwacho mukudzidziswa uye kufungidzira.
Mukuwedzera, Nvidia akazivisa zvirongwa zve kuvaka makombiyuta makuru manomwe zvakagadzirirwa masangano ehurumende eUS, kusanganisira zvivakwa zvine zviuru zveBlackwell GPUsAya mapurojekiti anovavarira kukurumidzira kutsvagisa kwesainzi uye kutumira kwemhando yepamusoro yeAI munzvimbo dzakakosha.
Rimwe divi rekukura kuri kupa: vatengesi vakuru vakaratidza kuti kugadzirwa kweramangwana kwakazvipira, nereferensi simba rinotengeswa kunze kwegore rinotevera. Kudzikamisa kusawirirana, Nvidia iri kuwedzera mari muR&D uye kuwedzera kugadzira kwayo uye kugovera network kuitira kuzadzisa kudiwa kusati kwamboitika pasi rose.
Strategic mibatanidzwa uye European fungidziro
Iyo ecosystem inosimbiswa zvakare kuburikidza nezvibvumirano zvemakambani. Zviziviso zvichangoburwa zvinosanganisira kubatana ne ber kusimudzira ngarava dzemotokari dzinozvimiririra, nekubatanidzwa kwevagadziri vakaita saStellantis, pamwe ne kubatanidzwa nePalantir uye zvibvumirano neOracle kuti ikurumidze kuremerwa kwebhizinesi paNvidia stack.
Muchikamu chehutano hwehutano, kambani inoshanda nayo Eli Lilly pane supercomputer specialized, apo ari muTerecommunication a $ 1.000 bhiriyoni yekudyara muNokia kukurumidza kushandura kune AI-based network uye 6GIyi kumberi kwekupedzisira inonyanya kukosha kuEurope, uko kufambiswa kwenhare uye kukosha kwegore kuri kuwana traction nekuda kweAI.
Chiyero chechiitiko chinobvumira kuenzanisa kunoshamisa: Nvidia's market capitalization yakaenzana nehafu yeStoxx 600 IEurope uye inodarika saizi yakaunganidzwa yemusika wekristptocurrency, maererano nefungidziro yakaburitswa nemasangano epasi rese. Kune vanoisa mari mukondinendi, kusanganiswa kwenzvimbo dzedata, 6G, uye otomatiki inovhura mikana mitsvaasi zvinodawo simba mutengo kurangwa uye regulatory chokwadi.
Njodzi, kuongororwa, uye kuenderera mberi kwekutenderera
Mafemu mazhinji ekuongorora anosimbisa kuti, kunyangwe iyo Demand basics yakasimbaMutengo wemari unoratidza kuenderera mberi kwekukura kunoda kuurayiwa kusina mhosva. Kuiswa kwemusika pakati pevashoma hardware uye software vanopa kunomutsa mibvunzo nezve kutsungirira kune zvinogona kuvhundutsa yekupa kana makwikwi.
Nharo pamusoro kutarisa kwemitemo, tsika uye basaSezvo AI inobatanidzwa muzvikamu zvakakosha - zvemari, hutano, kugadzira, zvekufambisa, uye varaidzo - Europe neUnited States dziri kuwedzera kuongororwa. Muchirevo chechinyorwa chino, chinzvimbo chaNvidia chinoenderana nekufambirana nehunyanzvi, kusiyanisa cheni yekugovera, uye enderana nezvinodiwa zvigadziriso zvimiro.
Kusvetukira ku5 bhiriyoni kwete kungosimbisa budiriro yaNvidia ikozvino, zvakare inosimbisa iyo pakati peAI muhupfumi hwenyikaPakati pemarekodhi marekodhi, ma supercomputers matsva, uye mibatanidzwa nevatambi vane hunyanzvi - iine tarisiro yakakosha pakufambiswa kwemashoko neEurope - kambani inotarisana nemikana mikuru uye zvinodiwa, uko kuuraya uye manejimendi enjodzi kwakakosha. Ivo vanozove vakasimba senge tekinoroji..
