Nvidia akaita kumwe kupenya muchikamu chetekinoroji nekuzivisa a $ 2.000 bhiriyoni yekudyara muSynopsysRimwe remazita makuru mune chip dhizaini software. Danho iri rinouya pakati pekukakavadzana pamusoro pekuti kusimuka kwehungwaru hwekugadzira kuri kugadzira bubble, ruzha iyo kambani yaJensen Huang inoda kuisa kumashure kwayo nekusimbisa network yayo yezvibvumirano zvehurongwa.
Kunyangwe kuvhiyiwa kwacho kwakabva kuUnited States, chiyero chayo chiri pachena pasi rose uye ine simba rakasimba kuEuropeMuchikamu chino, vagadziri vakuru vesemiconductor, pamwe nemotokari, aerospace, uye maindasitiri emagetsi, vanovimba nematurusi epamusoro ekukwikwidza kukwikwidza. Kutorwa kweSynopsys kwezviwanikwa zveNvidia kunovimbisa kukurumidza dhizaini uye kuongororwa kwemachipisi akaomarara uye masisitimu, zvichikanganisa vagadziri vekuEurope uye nzvimbo dzedata.
Tsanangudzo yekutengeserana: mutengo, danda uye mamiriro emusika wemasheya
Sezvo makambani ese ari maviri akatsanangura, Nvidia akawana stock yakajairwa muSynopsys nokuda kwemari inosvika mabhiriyoni maviri emadhora, achibhadhara $414,79 per titleNekubuda uku, hofori yeGPU inowana kutenderedza a 2,6% yeSynopsy' capitalkubatanidza hukama hwaive hwagara huripo semutengi nemutengesi.
Chiziviso chakaita nekukurumidza pamisika: Synopsys migove yakasimuka pakati 5% uye kupfuura 7% paNasdaq, inosvika $449 mumaawa ekutanga ekutengesa, nepo Nvidia yakanyoresa zvimwe zvakati wandei kuwana, padyo ne 1% muchikamu Mushure memazuva akati wandei ekudzikira, mutengo weNvidia wakamboona kudhonzwa kwemukati mezuva kune dzimwe nzvimbo panguva yekutengeserana, zvichiratidza kunzwisiswa kwemusika kune chero kufamba kwemutungamiri weAI.
Iyo maneuver inoitika panguva iyo Nvidia inoramba iri kambani yakakosha pasi rose nemusika capitalizationKunyangwe yadonha zvinodarika 17% kubva payokupedzisira-yenguva yese yakakwirira yeanosvika $212 per share, mutengo wekambani wakakwira zvakanyanya. Panguva iyoyo, kambani yakapfuura ... mabhiriyoni mashanu emadhora pamusika capitalization, nhamba isina kumboitika munhoroondo yekambani.
Kure nekudzikira pasi, Nvidia anochengetedza a aggressive investment policy muArtificial Intelligence Ecosystem. Pakati pemafambiro anonyanya kushamisa ndeaya vimbiso inosvika zana remabhiriyoni emadhora muOpenAI$5.000 bhiriyoni muIntel uye $ 1.000 bhiriyoni pasuru muNokia yekusimudzira ramangwana 6G nharembozha, pamwe nemateki mune data centre vanoshanda seAligned Data Centers kana CoreWeave, uko BlackRock inotorawo chikamu.
Ndiani Synopsys uye nei iri kiyi kuindasitiri yeEurope?
Synopsy imwe yeiyi vanotungamira pasi rose vanopa zvemagetsi dhizaini otomatiki (EDA) softwareMaturusi aya anoshandiswa kugadzira uye kuona zvese kubva kukucheka-kumucheto komputa machipisi kusvika kune yakaoma masisitimu muzvikamu zvakaita semotokari, marobhoti, uye aerospace. Tekinoroji yavo inobvumira mainjiniya kuti vaedze magadzirirwo avo vasati vavaka ma prototypes emuviri, maitiro akakosha kune ese makuru eUS anogadzira uye eEuropean semiconductor uye epamberi makambani emagetsi.
Zvigadzirwa zvekambani zvinoshandiswa gadzira uye simbisa processors uye zvemagetsi zvikamuIzvi zvinosanganisira kuona kuti hardware ichaita sezvakavimbiswa panguva yekugadzira chikamu uye kuongorora magetsi emagetsi, optical, uye ekupisa maitiro emasisitimu akazara. Mukuita, izvi zvinoreva kuti vanogadzira chip muGermany, mafekitori emotokari muSpain, kana vatengesi vezvemuchadenga muFrance vanogona kukwenenzvera magadzirirwo avo, kuderedza zvikanganiso, uye kupfupisa nguva yekutengesa.
Pamusoro pekugadzira chip, Synopsys inopa masevhisi mukati software kuomesa uye kuchengetekakubatanidza analytical masimba kuti aone kusagadzikana muhurongwa hwakaoma. Iyi nzira yakazara yehardware uye software inonyanya kukosha muEurope, uko cybersecurity neAI mirau iri kuramba ichiomesa uye inoda maturusi anokwanisa kuonesa nekunyora maitiro ehurongwa.
Iyo kambani zvakare ine yakakura vatengi base pakati pe semiconductor uye maindasitiri emidziyo vagadziriIzvi zvinosanganisira vakwikwidzi vakananga veNvidia senge AMD, pamwe nevechinyakare vanobatana seIntel. Iri basa repakati rinoreva kuti chero kufamba kwemari kuSynopsys kunotariswa zvakanyanya nevanodzora uye makambani pasi rese, kusanganisira European Union, ine chekuita nekuchengetedza makwikwi uye kudzivirira kutsamira zvakanyanya kune vashoma vatengesi.
Nvidia pachayo inobvuma kuti Synopsys mudiwa akakosha kwete chete dhizaini yeGPUs uye AI accelerators, asiwo kune. kuwedzera kushandiswa kweAI kune zvikamu zvitsva zveindasitiri, vazhinji vavo vane huvepo hwakasimba muEurope, zvakadai semotokari, simba kana hutano hwehutano.
Mubatanidzwa wekumhanyisa dhizaini neAI uye GPU komputa
Nheyo yechibvumirano inodarika jekiseni guru. Makambani ese ari maviri akatsanangura a multi-year Strategic mubatanidzwa iyo ine chinangwa chekuunza hungwaru hwekugadzira uye GPU-inomhanyisa komputa kumoyo wekugadzira uye engineering. Chinangwa chakataurwa ndechekugonesa zvikwata zveR&D kugadzira, kutevedzera, uye kusimbisa zvigadzirwa nekukurumidza, nemazvo, uye nemutengo wakaderera.
Kuti uite izvi, Synopsys Iyo ichabatanidza zvakanyanya iyo Nvidia CUDA-X maraibhurari uye AI-Fizikisi tekinoroji mune yayo portfolio yepamusoro-inoshanda komputa mafomu. Izvi zvinosanganisira maturusi ekugadzira chip, kusimbiswa kwemuviri, kuenzanisa kwemamorekuru, ongororo yemagetsi, simulation yemaziso, uye mamwe maitiro anoda zviwanikwa zvekombuta zvakakura, zvakajairika muEuropean semiconductor, mishonga, kana simba rekutsvagisa marabhoritari.
Makambani aya achabatanawo pakutumirwa kwe advanced digital mapatyaVirtual modhi inodzokorora yakatendeka maitiro emaitiro emuviri. Nemapuratifomu akaita seNvidia Omniverse uye Nvidia Cosmos, pfungwa yacho ndeyekuvaka nharaunda dzakafananidzwa dzinobvumira kuyedzwa kwezvese kubva kune maindasitiri chirimwa kuenda kumotokari inozvimiririra pasina kuvaka zvivakwa chaizvo, chimwe chinhu chakanyanya kuenderana neindasitiri yedhijitari mapurojekiti anosimudzirwa neEuropean Commission.
Mune mazwi emakambani ese ari maviri, mubatanidzwa "Ichashandura dhizaini uye engineering mumaindasitiri ese"Kubva semiconductors kuenda kumarobhoti, uye kusanganisira iyo aerospace, mota, maindasitiri, simba, uye hutano zvikamu zvehutano, zvikwata zveEurope zvichabatsirwa kubva mukufananidza izvo, nekuda kweGPU-yakawedzera komputa komputa, inogona kupedzwa mumaawa panzvimbo yemavhiki.
Jensen Huang, muvambi uye CEO weNvidia, pachake akasimbisa kuti CUDA GPU-inomhanyisa komputa iri kushandura nzira dzakagadzirwa zvigadzirwaIzvi zvinodaro nekuti inobvumira kuyedzerwa kwezvimiro zvakakura, kubva maatomu kuenda kune ese masisitimu, kugadzira anoshanda zvizere edhijitari mapatya mukati mekombuta. Sekureva kwemukuru, kubatana uku kuchabvumira mainjiniya "kugadzira zvigadzirwa zvinoshamisa" izvo zvinotsanangura chikamu chinotevera cheindasitiri.
Impact pamakwikwi, asiri ega hunhu, uye kusahadzika nezve bubble
Imwe yeakanyanya kuomesesa mapoinzi echiziviso ndeye zvinogona kuitika zvemubatanidzwa uyu pa kukwikwidza mune chip dhizaini uye EDA zvishandiso chikamuTichifunga huremu hweSynopsys muindastiri, pakanga paine kutya kuti Nvidia angaedza kuvhara mukana kune vaaikwikwidza kana mamiriro ekushandiswa kwemapuratifomu aya pakutorwa kweGPUs.
Nekudaro, vese Nvidia naSynopsys vakasimbirira izvozvo chibvumirano hachisi chegaSynopsys icharamba ichidyidzana nevamwe vanogadzira chip, kusanganisira AMD neIntel, pamwe nevatengi vehukuru hwakasiyana uye geographies, kubva kuSilicon Valley kuenda kuEuropean semiconductor ecosystem inotungamirwa neremangwana EU Chip Act.
Sassine Ghazi, mutungamiri uye CEO weSynopsys, akasimbisa kuti capital yakapihwa naNvidia inopa kambani. "Optionality" kugadzirisa software yako Mari iyi ndeye machipisi ekambani, asi hapana kuzvipira kushandisa mabhiriyoni maviri emadhora kutenga chaiwo maGPU. Sekureva kwaGhazi, iyi chiyero chebhizinesi chekutengeserana chakanangana nekumhanyisa kuvandudzwa kwemhinduro nyowani.
Zvichakadaro, musika unoramba uchinyatsoongorora iyo Nvidia's wave yekudyara mumakambani ari zvakare vatengi vayo zvezvigadzirwa zvavo. Mamwe manzwi anotaura nezve "zvibvumirano zvedenderedzwa" zvinogona kukanganisa mametric emari kana kufambisa bubble rakatenderedza hungwaru hwekugadzira, kunyanya kana makambani aya akakurudzirwa kuwana mamwe maNvidia Hardware nekuda kwekuwanda kwemari.
Nvidia, kune chikamu chayo, inoramba kuti kune AI bubble uye inosimbisa kuti isu takatarisana ne kushandiswa kwakawanda kweiyi tekinoroji muchikamu chose. Huang akafungidzira kuti kambani inotarisira kuwana madhora mazana mashanu emabhiriyoni emaodha eAI machipisi mumakore anotevera, zvichibva pane mamwe. nhamba dzekota dzinoratidza kutengesa kwe57.000 bhiriyoni, 62% kupfuura panguva imwechete yegore rapfuura.
Kukosha kweSpain neEurope mumujaho weAI
Kune mabhizinesi eEurope, uye mabhizinesi eSpanish kunyanya, kufamba kunodudzirwa se nhanho nyowani mukubatanidza iyo yepasi rose AI zvivakwaKunyangwe pasina chiziviso chakananga kuSpain, kusanganiswa kweNvidia GPUs neSynopsys software kunokanganisa zvakananga mapurojekiti ari kugadzirwa mudunhu: kubva kumafekitori emagetsi kusvika kunzvimbo dzedata uye makambani emotokari ari kutoongorora mota dzakabatana uye dzinozvimiririra.
Mukuita, makambani eEurope anoshandisa Synopsys maturusi achakwanisa mhanyisa yakaoma simulations paNvidia Hardware nenguva dzemhinduro dzinokurumidza. Izvi zvinonyanya kunakidza kuzvikamu uko Europe yakasimba, senge indasitiri yemotokari, simba rinodzokororwa, kana maindasitiri emuchina, ayo anoda akaomesesa dhizaini dhizaini uye zvakaomesesa zvekutonga zvinodiwa.
Kuzvipira kwakabatana kumapatya edhijitari uye yakakwirira-chaiyo simulations zvakare inoenderana ne European Union digitalization uye green transition policyMapurojekiti kubva pakuronga gidhi rakangwara kusvika pakunatsiridza maindasitiri nemashandisirwo esimba mashoma anogona kubatsirwa kubva kune zvishandiso zvinokwanisa kuburitsa zviitiko zvepasirese zvakanyatsojeka pasina kuedza zvakananga pasi.
Imwe pfungwa yakakosha ndeye zvinogona kuitika pane iyo semiconductor supply chain muEuropeNezvirongwa zvakaita seEU Chips Act, Brussels ine chinangwa chekutamisa kumwe kugadzira uye kusimbisa hunyanzvi hwekugadzira mukondinendi. Kuve nani EDA software yakagadziridzwa yeinotevera-chizvarwa Hardware chinhu chakakosha mukuita mapurojekiti matsva eEuropean maindasitiri akwikwidze United States neAsia.
Kunyangwe pasina mafekitori akabatana kana nzvimbo dzakananga dzeR&D muEurope dzakaziviswa sechikamu chechibvumirano ichi, kugona kwakavandudzwa kweSynopsys neNvidia kunovhura musuwo kubatana nemayunivhesiti, supercomputing nzvimbo uye tekinoroji makambani mudunhu, mazhinji ayo anotoshanda neGPU zvivakwa zveAI, data hombe uye mapurojekiti ekufananidza esainzi.
Chimwe chidimbu muNvidia's AI kutonga zano
Kutorwa kwegomba muSynopsys kunoenderana neNvidia's strategy ye iva mupi wepakati weAI zvivakwakwete chete nekupa machipisi, asiwo software, makore mapuratifomu, uye ikozvino hukama hwemari nemakambani akakosha muecosystem. Investments muOpenAI, Anthropic, Intel, Nokia, uye akasiyana-siyana data center operators vanogadzira network yezvido zvinopindirana zvinosimbisa basa rayo pane yese kukosha cheni.
Muchirevo chechinyorwa chino, mubatanidzwa neSynopsys unonongedza kunzvimbo isingaonekwe kune veruzhinji, asi yakakosha kuindasitiri: magadzirirwo ehurongwa pachawo achashandisa AIHaisi yekungodzidzisa mutauro kana makomputa ekuona mamodheru, asi nezve optimize machipisi, michina, michina, uye ese maindasitiri maitiro akagadzirwa, achitsamira pahukuru hwekunyepedzera.
Kune makambani mazhinji eEurope, izvi zvinoshandura kuve mukana we edza chaizvo zvivakwa zvitsva zvechigadzirwaKuona zvikanganiso kusati kwagadzira prototypes uye kugadzirisa madhizaini kuti aenderane nemitemo yemuno neyeEU. Zvose izvi, muchirevo, nemitengo yakaderera uye nguva shomanana yekutungamira, chikamu chakakodzera mumakwikwi makuru emakwikwi akadai semotokari kana aerospace, uko kunotungamirira mapoka eSpain neEurope.
Panguva imwecheteyo, Nvidia pachayo inoziva kuti chinzvimbo chayo chikuru mumusika weGPU yaburitsa kushushikana pakati pevatongi nevakwikwidzi. Icho chokwadi chekuti chibvumirano neSynopsys pachena kwete-yakasarudzika Uye kuenderana nekudyidzana nevamwe vagadziri vakaita se AMD neIntel kunogona kududzirwa sechiito chekurerutsa kusawirirana uye kuratidza kuti haisi kutsvaga kuvhara mukana wepasi-kirasi dhizaini maturusi.
Kupinda kwaNvidia muSynopsys 'capital uye kuwedzera kwekubatana kwayo kunosimbisa pfungwa yekuti Hondo yehungwaru hwekugadzira icharwiwa zvese munzvimbo dzedata uye mumatanho ekutanga ekugadzira uye simulation.KuEurope neSpain, danho iri rinomiririra nyevero yakajeka: chero munhu anoda kuramba ari pamberi peindasitiri achafanira kuvimba zvakanyanya neAI iyi uye yakakurumidza computing mapuratifomu, ayo, parizvino, anoramba achitungamirwa nehofori dzeAmerica.
