Masheya eNVIDIA Corporation (NVDA) akatengeswa pamadhora mazana maviri negumi nemanomwe neMuvhuro mushure mekunge akwira kusvika pamadhora mazana maviri nemakumi maviri nematatu nemakumi manomwe nemashanu ($223.75), zvichiwedzera kukwira kwayo kukuru sezvo vanoisa mari vakapindura mishumo yakatenderedza hurongwa hwekugadzira machipisi eAI echizvarwa chinotevera chekambani. Kukwira uku kwakasimudza mari yeNvidia pamusika kwenguva pfupi pamusoro pemadhora mazana mashanu nemazana mana ($5.4 trillion), zvichisimbisa chinzvimbo chayo seimwe yemakambani akakosha pasi rose.
Danho razvino rakauya mushure mekunge mishumo yaratidza kuti Nvidia yapedzisa zvirongwa zvekugadzira machipisi ayo eVera Rubin AI ari kuuya pamwe chete nevamwe vagadziri vepakutanga. Kugadzirwa kwekuyedzwa kunonzi kunotanga muna Chikumi, nepo kutumirwa kukuru kunogona kutanga muna Chikunguru kumakambani makuru emakombiyuta e "cloud computing".
Rondedzero iyoyo inosanganisira mamwe makambani makuru e tekinoroji pasi rose. Microsoft, Google, Amazon, Meta, neOracle zvese zvinotarisirwa kugamuchira zvinhu zvinotumirwa sezvo kudiwa kwezvivakwa zveAI kuri kuramba kuchikwira.
Vera Rubin Chips Drive Itsva Netariro
Vanoisa mari vakaunganidza migove yeNvidia nesimba panguva yekukura kweAI, asi kuburitswa kweVera Rubin kwagadzira kufarira kutsva. Sei chip itsva ichikosha zvakadaro? Vaongorori vanotenda kuti inogona kusimbisa chinzvimbo chaNvidia chatove nesimba mumakombiyuta ekugadzira intelligence.
Kambani iyi parizvino ndiyo inotungamira pamusika wepasi rose weAI GPU dzinoshanda zvakanaka dzinoshandiswa mukudzidzisa nekushandisa maAI models epamusoro. Vanopa mabasa makuru ekuchengetedza data vari kuramba vachishandisa mabhiriyoni ekuwedzera zvivakwa zveAI, uye Nvidia ichiri mumwe wevanobatsirwa zvikuru nekushandiswa kwemari uku.
Mishumo yekuti kambani iyi yakatowana nguva yekugadzira uye kudiwa kwevatengi kwakabatsira kukurudzira kufambira mberi kwemakambani neMuvhuro. Kuburitswa kwemakambani aya kunoratidzawo chivimbo cheNvidia chekuchengetedza hutungamiriri hwayo sezvo makwikwi ari kuwedzera muindasitiri ye semiconductor.
Kushanda pamwe chete kwekambani iyi nevanoshanda navo mukugadzira maODM kunoratidzawo kuti Nvidia iri kuramba ichisimbisa hurongwa hwayo hwekutengesa zvinhu mushure memakore akawanda ekuwanikwa kwemaGPU mashoma panguva yekuwedzera kweAI.
Wall Street Inoramba Ichipa Mubairo Vatungamiriri veAI
Kushanda kwemasheya eNvidia kuri kuramba kuchisiyana nemusika wakakura. Migove yakawedzera ne17% gore rega rega, zvichipfuura purofiti ye7.5% yeS&P 500 munguva imwe chete iyi.
Nhamba dzemakambani eNvidia dzakakwira neanopfuura 77% mugore rapfuura uye dzinoda kusvika 669% mumakore matatu apfuura. Mumakore mashanu, masheya akwira neanopfuura 1,480%, zvichienzaniswa neanosvika 81% eS&P 500.
Kusangana ikoko kunoratidza kushanduka kwaNvidia kubva pakuva kambani yemagraphic chip inotarisa mitambo kuenda kukuva musimboti wemakwikwi epasi rose eAI infrastructure.
Nzvimbo dzedata dzava kumirira injini huru yekukura kwekambani sezvo vanopa mabasa ekuchengetedza ruzivo rwemakombiyuta vari kukwikwidzana kuisa masisitimu epamusoro eAI. MaGPU eNvidia anopa simba kune akawanda emamodeli ekuchengetedza ruzivo rwemakombiyuta anotungamira pasi rose, kusanganisira masisitimu akagadzirwa neOpenAI, Anthropic, Google, neMeta.
Kuyera Marekodhi Kunomutsa Gakava
Kukurukurirana kwazvino kwaNvidia kwamutsawo mibvunzo pamusoro pekukosha kwemakambani. Mari yekambani iyi pamusika yava kupfuura kukosha kwemakambani makuru ekare nemasangano emari.
Kufambira mberi uku kunogona kuramba kuripo here? Vanoisa mari vanoita sevane chokwadi chekuti kushandiswa kweAI kuchiri muchikamu chekutanga. Makambani makuru etekinoroji ari kuramba achiwedzera kushandiswa kwemari kwakabatana nenzvimbo dzedata dzeAI, networking, uye zvivakwa zvemakomputa.
Panguva imwe chete, vamwe vaongorori vanoyambira kuti tarisiro dziripo pamusoro pekukura kweAI dzichiri pamusoro zvikuru. Chero kudzikira kwekushandiswa kweAI mumabhizinesi kana kukanganiswa kwecheni yekugovera zvinogona kumanikidza masheya e semiconductor akabatsirwa nekukura kwakanyanya kwechikamu ichi.
Kunyange zvakadaro, Nvidia iri kuramba ichipa imwe yenyaya dzakasimba mukukura kwemusika wepasi rose. Kuburitswa kweVera Rubin kuri kuuya ikozvino kwapa vanoisa mari chimwe chinhu chikuru sezvo kambani iri kupfuurira kusvika padanho rinotevera remujaho weAI.
Parizvino, shoko reWall Street richiri pachena: Nvidia ichiri pakati pekukura kwehungwaru hwekugadzira.
Nguva yekutumira: Chivabvu-25-2026