Tojsiab
Nvidia cov khoom lag luam tau nce siab rau hnub Thursday tom qab Silicon Valley chipmaker tsoo ntawm cov nyiaj tau los thiab khav txog nws lub peev xwm los them nyiaj rau ntawm kev txawj ntse txawj ntse, tab sis ib tus kws tshuaj ntsuam hais tias Nvidia qhov $ 70 billion ib hnub nce tsis tau lees paub.
Nvidia CEO Jen-Hsun Huang tau txais $ 3 nphom nplua nuj rau hnub Thursday.
daim duab sib koom ntawm Getty Dluab
Cov Lus Tseem Ceeb
Nvidia tau tshaj tawm $ 6.1 nphom hauv kev muag khoom thiab $ 0.88 hauv cov nyiaj tau los ntawm ib feem ntawm peb lub hlis dhau los ntawm 2022, txhua tus ntaus tus kws tshuaj ntsuam kev cia siab, thiab kwv yees nws yuav tuav qhov kev kwv yees muag rau lub quarter tam sim no.
Tab sis tej zaum tseem ceeb dua rau cov tub ua lag luam yog Nvidia cov thawj coj tsom mus rau nws txoj kev lag luam AI, nrog CEO Jensen Huang tshaj tawm rau hnub Wednesday. khwv nyiaj tau los nws lub tuam txhab yuav yog "cov neeg muag khoom AI zoo tshaj [hauv]
lub ntiaj teb "rau huab xam thiab bragging txog Nvidia lub peev xwm hauv generative AI, thev naus laus zis tau kis los ntawm OpenAI's ChatGPT program.
Nvidia shares tau nce 14% rau $ 237 thaum 2 teev tsaus ntuj EST, nws qib siab tshaj plaws txij li lub Plaub Hlis 2022.
Cov tub lag luam tam sim no tuaj yeem "dhau npau suav" txog Nvidia lub peev xwm loj hlob mus ntev, Bernstein cov kws tshaj lij coj los ntawm Stacy Rasgon tau sau rau hnub Thursday, hloov kho nws lub hom phiaj rau Nvidia los ntawm $ 200 txog $ 265, implying ntau dua 10% ntxiv upside.
Tus lej Loj
80%. Qhov ntawd yog qhov feem ntawm cov chips siv rau AI processors zoo li ChatGPT uas Nvidia ua, raws li rau kev tshawb fawb ntawm kev lag luam hauv 2020 los ntawm kev tshawb fawb thev naus laus zis Omdia. Nws tsis paub meej yog tias ChatGPT siv Nvidia thev naus laus zis, txawm li cas los xij nws yog Zoo li yuav muab Nvidia txoj kev lag luam dominance.
Contra
Nvidia qhov kev ntsuas tam sim no "loj heev" qhia txog "qhib txoj hauv kev loj hlob" nthuav tawm los ntawm AI, Deutsche Bank tus kws tshuaj ntsuam Ross Seymore tau sau rau cov neeg siv khoom, teeb tsa $ 200 lub hom phiaj rau cov khoom lag luam.
Tus Keeb Kwm Tseem Ceeb
Nvidia yog lub chipmaker loj tshaj plaws hauv ntiaj teb los ntawm kev ua lag luam, nrog tus nqi ntawm ze li $ 600 nphom. Txawm hais tias tag nrho kev lag luam tau nce siab nyob rau xyoo tas los no tau muab nws qhov tseem ceeb hauv kev suav siab, Nvidia tau yog Phab ntsa Street nyiam muab nws cov lag luam AI muaj zog thiab raws li Asmeskas cov cai. nyiam domestic chip producers. Shares ntawm California-based thev naus laus zis loj yog nce 65% xyoo dhau los, tso nws ntawm 2023 cov khoom lag luam ua tau zoo tshaj plaws tau teev nyob rau hauv S&P 500, txawm hais tias Nvidia tseem nqis ze li 30% ntawm nws lub Kaum Ib Hlis 2021 ncov. Kev vam khom ntev ntawm cov nyiaj tau los ntawm nws cov video game chip lag luam, Nvidia tau vam khom nws cov ntaub ntawv chaw rau cov nyiaj tau los, nrog rau nws cov ntaub ntawv tivthaiv nqa ob zaug muag ntau dua li nws qhov kev faib ua si hauv 2023.
Forbes Kev Ntsuas
Huang cov nuj nqis tau nce los ntawm yuav luag $ 3 nphom hnub Thursday ua tsaug rau cov khoom lag luam nce ntxiv. Nvidia cofounder tus $ 22 nphom hmoov zoo yog 69th-loj tshaj plaws hauv ntiaj teb, raws li Forbes' kev kwv yees.
ntxiv nyeem ntawv
Chip Makers Saib ChatGPT Stirring Strong Demand for Advanced Processors (Phab ntsa Street Journal)
Nvidia Investors tsom mus rau yav tom ntej tom qab xyoo nyuaj (Forbes)
Tau qhov twg los: https://www.forbes.com/sites/dereksaul/2023/02/23/chip-maker-nvidia-shares-soar-14-as-imaginations-for-ai-future-run-wild/