Isitoko se-NVIDIA Corporation (NVDA) sithengise cishe u-$217 ngoMsombuluko ngemuva kokukhuphuka kwafinyelela ku-$223.75, okwandise ukwanda kwayo okukhulu njengoba abatshalizimali besabela emibikweni ephathelene nezinhlelo zokukhiqiza ama-chip e-AI esizukulwane esilandelayo senkampani. Lokhu kunyuka kwaphakamisa isikhashana imali yemakethe ye-Nvidia ngaphezu kuka-$5.4 trillion, okuqinisa isikhundla sayo njengenye yezinkampani ezibaluleke kakhulu emhlabeni.
Lesi sinyathelo sakamuva sifike ngemuva kwemibiko eveze ukuthi iNvidia iqede izinhlelo zokukhiqiza ama-chip ayo e-Vera Rubin AI azayo kanye nabalingani abaningi bokukhiqiza umklamo wokuqala. Kubikwa ukuthi ukukhiqizwa kokulinga kuqala ngoJuni, kanti ukuthunyelwa okukhulu kungase kuqale ngoJulayi ezinkampanini ezinkulu ze-cloud computing.
Lolo hlu luhlanganisa ezinye zezinkampani ezinkulu zobuchwepheshe emhlabeni. I-Microsoft, i-Google, i-Amazon, i-Meta, kanye ne-Oracle kulindeleke ukuthi zithole ukuthunyelwa njengoba isidingo sengqalasizinda ye-AI siqhubeka nokusheshisa.
I-Vera Rubin Chips Drive Ithemba Elisha
Abatshalizimali baqoqe amasheya eNvidia ngamandla kulo lonke ukukhula kwe-AI, kodwa ukwethulwa kweVera Rubin kudale igagasi elisha lentshiseko. Kungani i-chip entsha ibaluleke kangaka? Abahlaziyi bakholelwa ukuthi ingaqinisa isikhundla seNvidia esivele sibusa ekubalweni kobuhlakani bokwenziwa.
Le nkampani okwamanje ihola imakethe yomhlaba wonke yama-AI GPU asebenza kahle asetshenziswa ekuqeqesheni nasekusebenziseni amamodeli e-AI athuthukile. Abahlinzeki abakhulu bamafu bayaqhubeka nokusebenzisa izigidigidi ukwandisa ingqalasizinda ye-AI, kanti iNvidia isalokhu ingenye yabazuzi abakhulu balelo gagasi lokusebenzisa imali.
Imibiko yokuthi inkampani isivele ithole isikhathi sokukhiqiza kanye nesidingo samakhasimende kusize ekukhuthazeni ukuhlangana ngoMsombuluko. Ukuqaliswa okuhleliwe kuphinde kubonise ukuzethemba kweNvidia ekugcineni ubuholi bayo njengoba ukuncintisana kukhula embonini ye-semiconductor.
Ukusebenzisana kwenkampani nabalingani bokukhiqiza be-ODM nakho kusikisela ukuthi iNvidia iyaqhubeka nokuqinisa isu layo lochungechunge lokuhlinzeka ngezinsizakalo ngemuva kweminyaka eminingi yokutholakala kwe-GPU encane ngesikhathi sokwanda kwe-AI.
I-Wall Street Iqhubeka Nokuvuza Abaholi be-AI
Ukusebenza kwesitoko seNvidia kuyaqhubeka nokuzihlukanisa nemakethe ebanzi. Amasheya athole cishe u-17% unyaka nonyaka, edlula kakhulu imbuyiselo ye-S&P 500 engu-7.5% esikhathini esifanayo.
Izinombolo zesikhathi eside zibukeka zimangalisa nakakhulu. Isitoko seNvidia sikhuphuke ngaphezu kuka-77% ngonyaka odlule kanye cishe no-669% eminyakeni emithathu edlule. Eminyakeni emihlanu edlule, amasheya akhuphuke ngaphezu kuka-1,480%, uma kuqhathaniswa cishe no-81% we-S&P 500.
Lowo mhlangano ubonisa ushintsho lweNvidia oluvela enkampanini yama-graphic chip egxile emidlalweni lwaba umgogodla womjaho wengqalasizinda ye-AI yomhlaba wonke.
Izikhungo zedatha manje zimelela injini enkulu yokukhula kwenkampani njengoba abahlinzeki bamafu bencintisana ngokufaka izinhlelo ze-AI ezithuthukisiwe. Ama-GPU e-Nvidia anika amandla amamodeli amaningi e-AI ahamba phambili emhlabeni, okuhlanganisa nezinhlelo ezithuthukiswe yi-OpenAI, Anthropic, Google, kanye ne-Meta.
Ukuhlolwa Kwamarekhodi Kuvusa Impikiswano
Umhlangano wakamuva weNvidia uphinde wavusa imibuzo mayelana nokulinganisa. Imali yemakethe yenkampani manje idlula inani elihlanganisiwe lezinkampani ezinkulu zezimboni kanye nezikhungo zezimali.
Ingabe umfutho uyaqhubeka? Abatshalizimali babonakala beqiniseka ukuthi ukusetshenziswa kwe-AI kusesesigabeni sokuqala. Izinkampani ezinkulu zobuchwepheshe ziyaqhubeka nokwandisa ukusetshenziswa kwemali okuhlobene nezikhungo zedatha ze-AI, ukuxhumana, kanye nengqalasizinda yekhompyutha.
Ngesikhathi esifanayo, abanye abahlaziyi baxwayisa ngokuthi okulindelwe mayelana nokukhula kwe-AI kusalokhu kuphezulu kakhulu. Noma yikuphi ukwehla kokusetshenziswa kwe-AI yebhizinisi noma ukuphazamiseka kochungechunge lokuhlinzekwa kungacindezela amasheya e-semiconductor azuze ekukhuleni okukhulu komkhakha.
Noma kunjalo, iNvidia iyaqhubeka nokuletha enye yezindaba zokukhula eziqine kakhulu ezimakethe zomhlaba. Ukwethulwa kweVera Rubin okuzayo manje kunikeza abatshalizimali esinye isici esibalulekile njengoba inkampani iqhubekela phambili esigabeni esilandelayo somjaho we-AI.
Okwamanje, umyalezo weWall Street usacacile: I-Nvidia isalokhu iphakathi kwentuthuko yobuhlakani bokwenziwa.
Isikhathi sokuthunyelwe: Meyi-25-2026