Nvidia Corp. txoj kev nrhiav ntawm qhov nws pom tias yog $ 1 trillion lub sijhawm tau txais kev qhuas los ntawm cov kws tshuaj ntsuam tom qab lub tuam txhab cov neeg ua lag luam-hnub kev nthuav qhia, txawm hais tias lub chipmaker cov khoom lag luam tau nthuav tawm ntau qhov kev tawm tsam.
Nvidia
NVDA,
pom cov cib fim loj hauv datacenter muab, kev siv tsheb, thiab kev ua si, thiab nws kwv yees tias tag nrho cov chaw nyob ua lag luam rau cov cheeb tsam no suav txog $ 1 trillion, ntau dua li yav tas los xav tau.
Saib kuj: Nvidia CEO nteg tawm cov phiaj xwm tom qab Arm deal poob los, nthuav tawm Hopper GPU tshiab
Kev rhuav tshem cov khoom, Nvidia kwv yees tag nrho cov lag luam nyob ntawm $ 100 nphom rau kev ua si, $ 300 nphom rau cov chips thiab cov tshuab, $ 150 nphom rau kev txawj ntse kev lag luam software, $ 150 lab rau Ominverse enterprise software, thiab $ 300 billion hauv tsheb.
"Cov no yog cov lej loj heev thiab cov tub ua lag luam yuav xav kom tev cov dos rov qab ua ntej underwriting qhov kev loj hlob," sau Evercore ISI's CJ Muse. Tseem, nws tau sau tseg lub tuam txhab "keeb kwm kom zoo dua" thiab $ 29 nphom ntawm kev tshawb fawb thiab kev txhim kho kev siv nyiaj dhau los 20-ntxiv rau xyoo dhau los, yam uas ua rau nws thiab nws pab neeg "cov ntseeg ruaj khov hauv lub tuam txhab kho vajtse thiab software cov tswv yim uas yuav tsum xa cov organic hauv ntiaj teb. kev loj hlob rau xyoo tom ntej. "
Muse muaj qhov ua tau zoo tshaj plaws thiab $ 375 tus nqi lub hom phiaj ntawm Nvidia cov khoom lag luam, uas yog tawm 0.8% hauv kev sib tham hnub Wednesday, tom qab poob 0.8% hauv hnub Tuesday kev sib kho, hnub ntawm lub tuam txhab nthuav tawm.
Dab tsi daig tawm tshaj plaws rau ntau tus kws tshuaj ntsuam yog cov ntsiab lus tshiab ntawm Nvidia lub sijhawm hauv software, uas ob peb tau lees paub tuaj yeem ua rau ib nrab ntawm lub tuam txhab muag khoom dhau sijhawm.
"Tam sim no, khiav ntawm tej zaum ob peb puas lab nyiaj hnub no (me ntsis ntawm kev lag luam thiab Omniverse, qee qhov kev txhawb nqa DGX, thiab qee yam khoom hauv nws pib), NVDA pom lawv lub neej yav tom ntej TAM raws li tau tsav los ntawm software ($ 150B, Omniverse, $ 150. B AI Enterprise, thiab ib feem tseem ceeb ntawm $ 300B pib
TAM),” sau Bernstein's Stacy Rasgon.
Hauv nws qhov kev xav, Nvidia muab "pom meej dua ntawm lub tswv yim dav dua," qhia tias ntau yam ntawm nws txoj kev lag luam tuaj yeem ua haujlwm ua ke hauv kev tso cai rau Nvidia kom ua tiav nws "Omniverse" ambitions.
"Peb tau tso dag nyob rau lub sijhawm uas (txawm tias yog Gen-X) peb xav tias me ntsis 'boomer' los qhwv peb lub taub hau ntawm qhov Omniverse / Metaverse txhais tau li cas ntawm no, tab sis peb xav tias peb tab tom pib nkag siab txog qhov yuav ua tau li cas. peb mus rau txoj kev no, ”nws sau, thaum rov hais dua qhov kev ntaus nqi zoo dua thiab $ 350 tus nqi hom phiaj ntawm kev sib koom.
Thawj Tswj Hwm Jensen Huang tau piav qhia txog Nvidia's Omniverse muab "ib qho tseem ceeb rau cov tshuab neeg hlau, nthwv dej tom ntej ntawm AI" thaum hais lus ntawm lub tuam txhab kev nthuav qhia hnub Tuesday.
Rosenblatt Securities tus kws tshuaj ntsuam Hans Mosesmann kuj tau txaus siab los ntawm txoj hauv kev rau Nvidia lub lag luam software.
"Cov theem ntawm software optimization thiab kov cov ntsiab lus uas lub tuam txhab tau tsim rau ntau tshaj kaum xyoo, peb ntseeg hais tias, tsuas yog unmatched los ntawm ib lub tuam txhab thev naus laus zis (hauv thiab / lossis tawm ntawm lub ntiaj teb ntawm semiconductors)," nws sau, thaum khaws cia. yuav qhov ntsuas thiab $ 400 tus nqi phiaj ntawm Nvidia cov khoom lag luam.
Raymond James tus kws tshuaj ntsuam Chris Caso tau hais tias Nvidia pom nws cov software tag nrho cov chaw nyob ua lag luam li peb zaug loj dua qhov ntawd rau kev ua si. Qhov no yog "tseem ceeb vim tias kev ua si tam sim no yog 45% ntawm cov nyiaj tau los," nws sau.
Caso muaj qhov kev yuav khoom muaj zog ntawm Nvidia cov Tshuag, uas tau nce ob npaug rau 12 lub hlis dhau los raws li S&P 500
SPX,
tau nce 15%.
Tau qhov twg los: https://www.marketwatch.com/story/nvidias-1-trillion-ambitions-draw-cheers-as-software-becomes-a-bigger-piece-of-the-pie-11648054478?siteid=yhoof2&yptr= yahoo