- NVDA nce siab tshaj $ 450 rau qhov tshiab txhua lub sijhawm siab rau hnub Thursday.
- Tus thawj coj AI thev naus laus zis tau nqis peev hauv biotech firm Recursion rau kev tshawb pom tshuaj.
- NASDAQ 100 rebalancing yuav ua rau loj muag ntawm NVDA Tshuag.
- Lub Rau Hli CPI tau pom meej meej rau NVDA thiab kev lag luam dav dav.
Nvidia (NVDA) Cov, tus tswv lag luam mega-tech ntawm artifical txawj ntse kho vajtse thiab software, pom nws cov khoom lag luam nce ntau dua 3.5% rau hnub Thursday, nce mus txog qib siab ntawm $ 450 thawj zaug. Cov ntaub ntawv nyiaj txiag qis dua li qhov xav tau los ntawm Teb Chaws Asmeskas ntxiv ua rau cov khoom lag luam tawm tsam vim nws txo qis txoj hauv kev ntawm kev nruj nruj los ntawm Teb Chaws Asmeskas Tsoom Fwv Teb Chaws Reserve, feem ntau yog qhov tsis zoo rau cov nqi lag luam lag luam.
Nvidia cov txiaj ntsig tau tuaj tom qab lub tuam txhab tshaj tawm kev nqis peev ntau rau hauv lub tuam txhab biotech hu ua Recursion uas yog siv kev txawj ntse (AI) ntawm Nvidia lub platform rau kev tshawb nrhiav tshuaj tshiab. Tsis tas li ntawd, SoftBank tau hais kom Nvidia los ua tus neeg lag luam thauj tog rau nkoj hauv Arm IPO tom ntej. Nvidia tau sim kom tau Arm ob xyoos dhau los. NASDAQ Composite tau nce 1% hauv thawj ib nrab teev ntawm kev ua lag luam.
Nvidia Tshuag xov xwm: Rov ua dua peev zoo siab, tab sis NASDAQ 100 rebalance spells muag siab
Nvidia tshaj tawm qhov nthuav $ 50 lab peev hauv biotech firm Recursion Pharmaceuticals (RXRX) hnub Wednesday. Lub tuam txhab yuav siv Nvidia's AI-primed huab platform los cob qhia AI qauv tshiab rau kev tshawb nrhiav tshuaj. Recursion muaj 23 petabytes ntawm cov ntaub ntawv teev nrog biology thiab chemistry. Lub tuam txhab twb tau nthuav tawm BioNeMo platform ua ntej xyoo no uas siv cov thev naus laus zis AI los kawm txog kev tsim tshuaj yeeb.
Cov khoom lag luam rov qab tau nce ntau dua 78% ntawm cov xov xwm ntawm kev nqis peev, uas tau teeb tsa raws li kev nqis peev ntiag tug hauv pej xeem kev ncaj ncees (lossis PIPE).
Ib qho tsis zoo rau Nvidia Tshuag yog tias kev coj noj coj ua tom qab NASDAQ 100 tau tshaj tawm tias nws yuav rov ntsuas nws qhov Performance index txhawm rau txo nws txoj kev cia siab rau Magnificent Seven stocks. Cov no yog Microsoft (MSFT), Kua (AAPL), Amazon (AMZN), Cov niam ntawv (GOOGL), Tesla (TSLA), Meta Platforms (META) thiab, ntawm chav kawm, Nvidia.
Vim tias qhov ua tau zoo tshaj plaws ntawm cov khoom lag luam no hauv thawj ib nrab ntawm 2023, tam sim no lawv tau nce ntawm 48% thiab 55% ntawm qhov ntsuas qhov hnyav. Txawm hais tias cov ntsiab lus ntawm qhov kev sib npaug yuav tsis raug tshaj tawm txog rau hnub Friday no, Wells Fargo ntseeg tias xya qhov no yuav raug txo qis rau 40% ua ke qhov hnyav.
Nvidia tam sim no ua rau 7.04% ntawm NASDAQ 100, thiab txo nws qhov hnyav hauv ib qho ntawm cov npe nrov tshaj plaws yuav txhais tau tias ntau tus thawj tswj hwm nyiaj txiag yuav tsum tau muag ntau ntawm NVDA Tshuag hauv lub sijhawm luv luv. Qhov kev hloov pauv tshiab yuav pib siv thaum lub Xya Hli 24 kev sib tham hauv tsawg dua ob lub lis piam.
Curtailed inflation tseem muaj xov xwm zoo
Lub Chaw Haujlwm Saib Xyuas Kev Ua Haujlwm tau tshaj tawm Cov Neeg Siv Khoom Siv Tus Nqi (CPI) rau Lub Rau Hli rau hnub Wednesday sawv ntxov. Qhov tseeb tias YoY cov nyiaj txiag tseem ceeb tau nqis los ntawm 5.3% hauv lub Tsib Hlis mus rau 4.8% thaum Lub Rau Hli zoo siab rau kev loj hlob ntawm cov tub lag luam tshwj xeeb, nrog rau kev lag luam dav. Kev lag luam qeeb qeeb txhais tau tias Tsoom Fwv Teb Chaws Reserve tsis tshua muaj peev xwm nce cov paj laum yav tom ntej thiab tej zaum yuav nrawm dua los txiav cov nqi ua ntej tshaj qhov xav tau.
Tseem, feem coob ntawm cov neeg soj ntsuam xav tias lub tuam txhab nyiaj hauv tuam txhab nyiaj yuav nce cov paj laum los ntawm 25 cov ntsiab lus ntawm nws lub rooj sib tham thaum Lub Xya Hli 26, tab sis tsis muaj kev pom zoo tsawg txog kev mus ncig yav tom ntej.
"Peb tsis muaj kev ntseeg siab rau qhov Fed yuav ua rau lub Cuaj Hli thiab dhau mus," tus kws sau nyiaj txiag Thomas Simons ntawm Jefferies tau sau rau hnub Wednesday.
Nvidia FAQs
Nvidia yog tus thawj coj zoo tshaj plaws tsim qauv ntawm cov duab ua haujlwm lossis GPUs. Cov cuab yeej ntse no tso cai rau cov khoos phis tawj los ua cov txheej txheem zoo dua rau cov duab cuam tshuam los ntawm kev ua kom lub computer nco thiab RAM. Qhov no yog qhov tseeb tshwj xeeb tshaj yog nyob rau hauv lub ntiaj teb ntawm kev ua si video, qhov twg Nvidia graphics phaib tau los ua ib qho tseem ceeb ntawm kev lag luam. Tsis tas li ntawd, Nvidia paub zoo tias yog tus tsim ntawm nws cov CUDA API uas tso cai rau cov neeg tsim khoom tsim software rau ntau qhov kev lag luam uas siv nws cov kev sib txuas sib txuas. Nvidia chips yog cov khoom lag luam hauv cov ntaub ntawv chaw, supercomputing thiab kev txawj ntse kev lag luam. Lub tuam txhab tseem raug saib raws li ib qho ntawm cov neeg tsim khoom ntawm qhov system-on-a-chip tsim.
Tam sim no CEO Jensen Huang nrhiav tau Nvidia nrog Chris Malachowsky thiab Curtis Priem hauv 1993. Tag nrho peb tus tsim yog semiconductor engineers, uas yav dhau los ua haujlwm ntawm AMD, Sun Microsystems, IBM thiab Hewlett-Packard. Pab pawg tau teeb tsa los tsim kom muaj GPUs zoo dua li tam sim no muaj nyob hauv kev ua lag luam thiab feem ntau ua tiav los ntawm lig 1990s. Lub tuam txhab tau tsim nrog $ 40,000 tab sis tau txais $ 20 lab nyiaj los ntawm Sequoia Capital venture fund thaum ntxov. Nvidia tau mus rau pej xeem hauv 1999 raws li daim ntawv teev npe NVDA. Nvidia tau dhau los ua tus tsim qauv ntawm chips rau cov ntaub ntawv chaw, PC, automotive thiab mobile lag luam los ntawm nws txoj kev sib raug zoo nrog Taiwan Semiconductor.
Hauv xyoo 2022, Nvidia tau tso tawm nws qhov chaw cuaj-tiam cov ntaub ntawv GPU hu ua H100. Qhov GPU no tau tsim tshwj xeeb nrog cov kev xav tau ntawm cov ntawv thov kev txawj ntse hauv siab. Piv txwv li, OpenAI's ChatGPT thiab GPT-4 cov qauv lus loj (LLMs) tso siab rau H100 qhov kev ua haujlwm siab hauv kev ua haujlwm sib luag kom ua tiav ntau cov lus txib sai. Cov nti tau hais tias kom ceev cov tes hauj lwm los ntawm rau lub sij hawm Nvidia tus yav dhau los A100 nti thiab yog raws li Hopper architecture tshiab. H100 nti muaj 80 billion transistors. Nvidia lub khw muag khoom tau mus txog $ 1 trillion nyob rau lub Tsib Hlis 2023 feem ntau ntawm cov lus cog tseg ntawm nws H100 nti ua "kev xaiv thiab shovels" ntawm AI kiv puag ncig.
Lub sijhawm ntev CEO Jense Huang muaj kev coj noj coj ua hauv Silicon Valley thiab ntawm Phab ntsa Street vim nws txoj kev ncaj ncees thiab kev txiav txim siab los tsim Nvidia rau hauv ib lub tuam txhab ua lag luam hauv ntiaj teb. Nvidia neary poob sib nrug ntau zaus, tab sis txhua zaus Huang thawj koom ruam txhua yam ntawm cov thev naus laus zis tshiab uas tau dhau los ua daim pib rau lub tuam txhab txoj kev vam meej. Huang tau pom tias yog lub zeem muag nyob hauv Silicon Valley, thiab nws lub tuam txhab yog nyob rau ntawm qhov tseem ceeb ntawm kev ua haujlwm loj hauv kev ua computer. Huang paub txog nws cov lus tseem ceeb tshaj plaws ntawm Nvidia GTC cov rooj sib tham txhua xyoo, nrog rau nws txoj kev hlub ntawm cov tsho tawv dub thiab Denny's, cov khoom noj ceev ceev uas lub tuam txhab tau tsim.
Tau qhov twg los: https://www.fxstreet.com/news/nvidia-stock-forecast-nvda-advances-to-new-all-time-high-in-thursday-premarket-202307131322