WASHINGTON (AP) - Kev sib koom ntawm Nvidia, twb yog ib lub tuam txhab muaj txiaj ntsig tshaj plaws hauv ntiaj teb, tau nce siab rau hnub Thursday tom qab lub chipmaker kwv yees qhov dhia loj hauv cov nyiaj tau los, qhia tias qhov kev siv dav dav ntawm kev txawj ntse tuaj yeem hloov kho lub tshuab thev naus laus zis.
Lub tuam txhab California tau nyob ze rau koom nrog cov koom haum tshwj xeeb ntawm $ 1 trillion tuam txhab xws li Alphabet, Apple thiab Microsoft, tom qab kev sib koom tau dhia 25% hauv kev ua lag luam thaum ntxov.
Hnub Wednesday lig tus tsim cov duab kos rau kev ua si thiab kev txawj ntse txawj ntse tau tshaj tawm cov txiaj ntsig peb lub hlis twg ntawm ntau dua $ 2 nphom thiab cov nyiaj tau los ntawm $ 7 nphom, ob qho tib si dhau qhov kev cia siab ntawm Wall Street.
Tsis tau nws qhov kev kwv yees rau kev muag khoom ntawm $ 11 nphom hauv lub quarter no yog qhov uas tau ntes Wall Street tawm ntawm tus neeg saib xyuas. Nws yog 64% dhia ntawm xyoo tas los nyob rau tib lub sijhawm, thiab zoo dua li $ 7.2 nphom kev lag luam kws tshuaj ntsuam tau kwv yees.
"Nws zoo li qhov kub kub tshiab tau tshwm sim rau peb, thiab NVIDIA tab tom muag txhua qhov kev xaiv thiab shovels," Susquehanna Financial Group tus Christopher Rolland thiab Matt Myers tau sau hnub Thursday.
Chipmakers thoob plaws ntiaj teb tau rub nrog. Shares ntawm Taiwan Semiconductor tau nce 3.5%, thaum South Kauslim SK Hynix tau nce 5%. ASML raws li hauv Netherlands ntxiv 4.8%.
Nvidia tus tsim thiab CEO ntawm Jensen Huang tau hais tias lub ntiaj teb cov chaw cov ntaub ntawv xav tau kev hloov kho uas yuav los nrog AI thev naus laus zis.
"Lub ntiaj teb $ 1 trillion cov ntaub ntawv chaw yog ze li ntawm cov neeg nyob hauv CPUs niaj hnub no," Huang hais. "Thiab $ 1 trillion, $ 250 billion ib xyoos, nws tau loj hlob ntawm qhov tseeb tab sis nyob rau plaub lub xyoos dhau los, hu nws $ 1 trillion tsim nyog ntawm kev tsim kho, thiab nws tag nrho raws li CPUs thiab ruam NICs. Nws yog qhov tseem ceeb tsis tau nrawm. "
Cov kws tshuaj ntsuam hais tias Nvidia tuaj yeem yog qhov saib thaum ntxov ntawm yuav ua li cas AI tuaj yeem hloov kho lub tshuab thev naus laus zis.
"Hmo nag hmo Nvidia tau muab lub puab tsaig txo qis kev taw qhia uas yuav hnov txog lub ntiaj teb thiab qhia txog keeb kwm kev thov rau AI tshwm sim tam sim no hauv kev lag luam thiab cov neeg siv khoom toj roob hauv pes," Wedbush's Dan Ives tau sau. "Rau ib tus neeg ua lag luam hu qhov no AI npuas ... peb yuav taw tes rau lawv mus rau Nvidia lub quarter no thiab tshwj xeeb tshaj yog cov kev taw qhia uas ua rau peb cov kev tshawb fawb loj hlob nyob ib puag ncig AI thiab hais lus rau 4th Industrial Revolution tam sim no ntawm lub qhov rooj nrog AI."
Tau qhov twg los: https://finance.yahoo.com/news/nvidia-stuns-markets-signals-artificial-151153354.html