I hokohoko tata te hea o NVIDIA Corporation (NVDA) ki te $217 i te Rāhina whai muri i te pikinga o te uara ki te taumata teitei o te $223.75, i te roanga atu o tana pikinga nui i te urupare a ngā kaipupuri moni ki ngā pūrongo e pā ana ki ngā mahere hanga maramara AI o te whakatupuranga e whai ake nei a te kamupene. Nā te pikinga poto i pana te whakapaipai mākete a Nvidia ki runga ake i te $5.4 trillion, i whakaū i tōna tūranga hei tētahi o ngā kamupene tino nui o te ao.
I puta mai tēnei nekehanga hou i muri i ngā pūrongo e whakaatu ana kua oti i a Nvidia ngā mahere whakaputa mō āna maramara Vera Rubin AI e haere ake nei me ētahi hoa hanga hoahoa taketake. E ai ki ngā pūrongo ka tīmata te whakamātautau whakaputa i te marama o Hune, ā, ka tīmata pea ngā tukunga nui i te marama o Hūrae mō ngā kamupene rorohiko kapua nui.
Kei roto i taua rārangi ētahi o ngā kamupene hangarau nui rawa atu o te ao. E matapaetia ana ka whiwhi a Microsoft, Google, Amazon, Meta, me Oracle i ngā tuku i te mea kei te tere haere tonu te tono mō ngā hanganga AI.
Ka Whakatairangahia e Vera Rubin Chips te Hihiri Hou
Kua kaha te kohikohi a ngā kaipupuri moni ki ngā hea o Nvidia puta noa i te puāwaitanga o te AI, engari kua puta he ngaru hou o te hihiri nā te whakarewatanga o Vera Rubin. He aha te hiranga o te maramara hou? E whakapono ana ngā kaitātari ka taea e ia te whakapakari i te tūranga rangatira o Nvidia i roto i te rorohiko matauranga horihori.
Ko te kamupene tēnei e ārahi ana i te mākete o te ao mō ngā GPU AI mahi-teitei e whakamahia ana hei whakangungu me te whakahaere i ngā tauira AI matatau. Kei te whakapau tonu ngā kaiwhakarato kapua nui i ngā piriona ki te whakawhānui i te hanganga AI, ā, ko Nvidia tonu tētahi o ngā tino painga o taua ngaru whakapaunga.
E ai ki ngā pūrongo kua whakaritea kētia e te kamupene ngā wā whakaputa, ā, i āwhina te tono a ngā kiritaki ki te whakanui ake i te pikinga o te Mane. Ko te whakatinanatanga kua whakaritea hoki e tohu ana i te whakapono o Nvidia ki te pupuri i tōna kaiārahi i te mea e kaha haere ana te whakataetae puta noa i te umanga haurua-ira.
Ko te mahi tahi a te kamupene me ngā hoa hanga ODM e whakaatu ana kei te whakapakari tonu a Nvidia i tana rautaki mekameka tuku i muri i ngā tau maha o te waatea o te GPU i te wa e piki haere ana te AI.
Kei te Whakawhiwhi Tonu a Wall Street i ngā Kaiārahi AI
Kei te wehe tonu te mahi hea a Nvidia i a ia anō mai i te mākete whānui. Kua tata ki te 17% te pikinga o ngā hea i tēnei tau, he nui ake te pai ake i te hokinga mai o te 7.5% a te S&P 500 i taua wā anō.
He nui ake te āhua o ngā tatauranga mō te wā roa. Kua piki ake ngā hea o Nvidia neke atu i te 77% i te tau kua hipa, ā, tata ki te 669% i ngā tau e toru kua hipa. I roto i ngā tau e rima, kua piki ake ngā hea neke atu i te 1,480%, ki te whakaritea ki te 81% mō te S&P 500.
E whakaata ana taua pikinga i te panonitanga o Nvidia mai i te kamupene maramara whakairoiro e arotahi ana ki ngā petipeti hei pou tuara o te whakataetae hanganga AI o te ao.
Ko ngā pokapū raraunga he pūkaha tipu nui mō te kamupene i te mea e whakataetae ana ngā kaiwhakarato kapua ki te whakatinana i ngā pūnaha AI matatau. Ka whakakahangia e ngā GPU a Nvidia te nuinga o ngā tauira AI matua o te ao, tae atu ki ngā pūnaha i whakawhanakehia e OpenAI, Anthropic, Google, me Meta.
Ka Whakaohohia te Tautohe e te Aromatawai Rekoata
Kua ara ake anō hoki ngā pātai mō te aromatawai nā te pikinga hou o Nvidia. Kua nui ake te uara o te kamupene i te uara o ngā kamupene nunui me ngā umanga pūtea tuku iho.
Ka taea tonu te haere tonu o te nekehanga? Te āhua nei kua tino whakapono ngā kaipupuri moni kei te tīmatanga tonu te whakapaunga a te AI. Kei te piki haere tonu ngā whakapaunga whakapaipai a ngā kamupene hangarau nui e hono ana ki ngā pokapū raraunga AI, te whatunga, me ngā hanganga rorohiko.
I taua wā anō, e whakatūpato ana ētahi kaitātari kei te tino teitei tonu ngā tumanakohanga e pā ana ki te tipu o te AI. Mā te puhoi o te whakapaunga a te umanga AI, te whakararuraru rānei i te mekameka tuku ka pēhi pea i ngā hea haurua-haurua kua whai hua mai i te tipu tere o te rāngai.
Ahakoa rā, kei te haere tonu a Nvidia ki te tuku i tētahi o ngā kōrero tipu tino kaha i ngā mākete o te ao. Nā te whakarewatanga o Vera Rubin e haere ake nei ka hoatu he whakakorikori nui ki ngā kaipupuri moni i a te kamupene e anga whakamua ana ki te wāhanga e whai ake nei o te whakataetae AI.
I tēnei wā, e mārama tonu ana te karere a Wall Street: Kei waenganui tonu a Nvidia i te puāwaitanga o te mātauranga horihori.
Wā tuku: Mei-25-2026