Nvidiaã¯ã¢ãžã¢ã®åå°äœè²©å£²ä»£çåºãåæžããäžæ¹ã§ãæ¥æ¬ã§ã®ããããäºæ¥ãžã®åãçµã¿ã匷åããŠããã
NVIDIAïŒNASDAQïŒNVDAïŒã¯ããã¡ããã¯ãå¯å£«éããœããŒã°ã«ãŒãããœãããã³ã¯ãªã©ãæ¥æ¬ã®å€§æè£œé äŒæ¥10瀟ããå瀟ã®ç©çAIãœãããŠã§ã¢ãåºç€ãšãããããããå·¥å Žã·ã¹ãã ã®æ§ç¯ãèšç»ããŠãããšçºè¡šããã.Â
ãã® çºè¡šã¯ ãNvidiaãäžåœãžã®é«æ§èœGPUã®æµå ¥ãé²ããããã¢ãžã¢å šåã§æ¿èªæžã¿è²©å£²ä»£çåºãªã¹ããåæžãããŠãããšããäºå®ã«ããããããè¡ãããã
æ¥çµ å¹³åæ ªäŸ¡ã¯7æ16æ¥ãåå°äœæ ªã®äžèœã«åŒãããããäžæ 3ïŒ ä»¥äžäžèœããåŸã2.79ïŒ å®ã§ååŒãçµããã
ãªãNvidiaã¯æ¥æ¬åžå Žã«æ³šåããŠããã®ãïŒÂ
NVIDIAïŒNASDAQ: NVDAïŒã¯ããã¡ããã¯ïŒæ±èšŒïŒ6954ïŒãå¯å£«éããœãããã³ã¯ïŒæ±èšŒïŒ9984ïŒãå·åŽéå·¥æ¥ãšãã£ãæ¥æ¬ã®å€§æããããã»è£œé äŒæ¥ãšã®äž»èŠããŒãããŒã·ãããçºè¡šããŸããããããã®äŒæ¥ã¯ãNVIDIAã® Cosmos ç©çAIãã©ãããã©ãŒã ãåºç€ãšããŠã·ã¹ãã ãæ§ç¯ããŠããŸãã.Â
5ææç¹ã§ãNvidiaã®ããããããã³èªåè»éšéãåãããååæå£²äžé«ã¯5å6700äžãã«ãèšé²ããåå¹Žåææ¯72%å¢ãšãªã£ããããããå瀟ã®ããããéšéã¯å£²äžé«å šäœã®çŽ1%ãå ããã«éããªãã.Â
Nvidiaã®CEOããžã§ã³ã»ã³ã»ãã¢ã³æ°ã¯ããAIã®æ¬¡ã®ããã³ãã£ã¢ã¯ç©çäžçã«ããããšä¿¡ããŠãããä»åã®æ¥æ¬ãžã®é²åºã¯ãæ¥æ¬ã«ãšã£ãŠäžäžä»£ã«äžåºŠã®ãã£ã³ã¹ãã ãš Cryptopolitan 以åã å瀟 ãæ¥æ¬ã«é¢å¿ã ã¯ãå·¥å Žèªååãšç²Ÿå¯å·¥åŠã«ãããæ¥æ¬ã®åŒ·ã¿ã«ãããã®ã ãš
ä»åã®æ¥æ¬ã«ãããäºæ¥æ¡å€§ã®ç®çã¯ãNVIDIAã®Jetsonãšããžã³ã³ãã¥ãŒã¿ãç¹ã«æ°ãã«çºè¡šãããJetson T2000ããã³T3000ã¢ãžã¥ãŒã«äžã§çŽæ¥åäœããã40åãã©ã¡ãŒã¿ã®ã¢ãã«ã§ããæ°ãã Cosmos 3 Edgeã§ããããã«ãããããããã¯ã¯ã©ãŠãã«æ¥ç¶ããããšãªããåšå²ã®ç¶æ³ãçè§£ãããã®å Žã§æææ±ºå®ãè¡ãããšãã§ããŸããéçºè ã¯ããã®ã¢ãã«ãç¹å®ã®ãããããã»ã³ãµãŒæ§æã«åãããŠçŽ1æ¥ã§èª¿æŽã§ããŸãã.Â
ãã®èšç»ã®éèŠãªæ±ã®äžã€ã¯ã Cosmos é£åã®æ¥æ¬ãžã®æ¡å€§ã§ãããæ¥æ¬ã®å€§æç£æ¥çäŒæ¥20瀟以äžãåå ã衚æããŠãããæ¥ç«è£œäœæãã¯ãã¿ãNECãå®å·é»æ©ãªã©ãå«ãŸããã.
å¯å£«éã¯ããã¡ããã¯ãå®å·é»æ©ãå·åŽéå·¥æ¥ãšå ±åã§ãç£æ¥çšããããåãã®å ±éå¶åŸ¡ãã©ãããã©ãŒã ã®æ§ç¯ã«åãçµãã§ãããäžæ¹ãã¯ãã¿ã®ããã«ãããå ·äœçãªãœãªã¥ãŒã·ã§ã³ã«æ³šåããŠããäŒæ¥ããããå瀟ã¯ãã®æè¡ãèªåŸå蟲æ¥ã«æŽ»çšããããšãæ€èšããŠããã.Â
GROOVE Xã¯Jetsonã·ã¹ãã ãæèŒããã³ã³ãããªã³ãããããéçºããŠãããEnaticã¯é«éœ¢è ã®ä»è·ãæ¯æŽããå人åããããã®éçºã«åãçµãã§ãããé è¹æ¥çã§ã¯ãå·åŽéå·¥æ¥ãšNvidiaãããžã¿ã«ãã€ã³æè¡ã掻çšããAIé§ååé è¹æãéçºããæ¥æ¬ã®çç·ŽåŽåè äžè¶³ã®è§£æ¶ãç®æãã.Â
ãããã Cosmos é£åãžã®åå ã衚æããäŒæ¥ã¯22瀟ã«äžããŸãããããã¯ãããŸã§æå衚æã§ãããææåã®ããçŽæãè³éæäŸã«ã€ããŠã¯äœãèšåãããŠããŸããã.Â
ç±³åœã®èŒžåºèŠå¶ã¯ãNVIDIAã®ã¢ãžã¢äºæ¥ã«ã©ã®ãããªåœ±é¿ãäžããŠããã®ãïŒ
Nvidiaã¯æ¥æ¬ã§ããããäºæ¥ãžã®éæãæšãé²ããäžæ¹ã§ãã¢ãžã¢ã®ä»ã®å°åã§ã¯èªç€Ÿè£œãããã®è²©å£²å ã«å¯Ÿãã管çã匷åããŠãããåç€Ÿã¯æ¿èªæžã¿ã®ã¢ãžã¢è²©å£²ä»£çåºãªã¹ããåå以äžã«åæžããæ¥æ¬ãã·ã³ã¬ããŒã«ããã¬ãŒã·ã¢ãšãã£ãäž»èŠåœã§ãã峿 Œãªå¯©æ»åºæºãå°å ¥ãããCryptopolitan Cryptopolitan å ±éã«ãã ãã®æ°ããªå³æ Œãªããã»ã¹ã«ããã以åã®è³Œå ¥è ã®50%以äžãæ¢ã«ååŒããé€å€ãããŠãããšãããÂ
çŸåšã§ã¯ããã®ããã»ã¹ã«ã¯ãããŒã¿ã»ã³ã¿ãŒã®çŸå°ç£æ»ã顧客å¥çŽã®tracããŠãŒã¶ãŒãžã®ã€ã³ã¿ãã¥ãŒãå«ãŸããŠãããç±³åœååçãç£ç£ãè¡ã£ãŠããã.
ä»åã®åãç· ãŸãã¯ãNVIDIAã®ãã€ãšã³ãããããäžåœã«å¯èŒžãããã®ã黿¢ãããšããã¯ã·ã³ãã³ããã®å§åã«å¯ŸããçŽæ¥çãªå¯Ÿå¿ã§ããã3æã«ã¯ãã¹ãŒããŒãã€ã¯ãã³ã³ãã¥ãŒã¿ïŒNASDAQ: SMCIïŒã®å ±å嵿¥è ããæ±åã¢ãžã¢ã®ä»²ä»æ¥è ãéããŠNVIDIAã®ããããäžåœã«å¯èŒžããããšãããšããã25åãã«èŠæš¡ã®èšç»ã«é¢äžãããšããŠèµ·èšŽãããã. Â
æé«çµå¶è²¬ä»»è ïŒCEOïŒã®ãžã§ã³ã»ã³ã»ãã¢ã³æ°ã¯5æãæè³å®¶ã«å¯ŸããNvidiaã¯äžåœåžå Žãã©ã€ãã«ã®ãã¡ãŒãŠã§ã€ã«ãã»ãŒè²ãæž¡ããããšèªã£ãã.Â
æãè³¢ãæå·é貚ãã€ã³ããæã€äººã ã¯ãã§ã«ç§ãã¡ã®ãã¥ãŒã¹ã¬ã¿ãŒãèªãã§ããŸããåå ããŠã¿ãŸãããïŒãã² ãåå ãã ããã
ããããèšäº









ã³ã¡ã³ã (0)
$ãã¿ã³ãã¯ãªãã¯ããã·ã³ãã«ãå ¥åããŠãæ ªåŒãETFããŸãã¯ãã®ä»ã®ãã£ãã«ãŒã·ã³ãã«ããªã³ã¯ããŸãã