Broadcom, oo ah shirkad samaysa microship wanda dhalay, ayaa la kulmaya fursado korriin oo muhiim ah oo ku jira warshadda sirdoonka casriga ah (AI). Baahida loo qabo AI ayaa keenaysa in shirkadaha qaarkood faa'iidooyin waaweyn helaan, taas oo sababtay in qaar ka mid ah ay kala qaybsadaan saamigooda. Broadcom dhawaan waxa uu maray kala qaybin saamiyada 10-iyo-1 ah, taas oo ka dhigaysa mid soo jiidata maalgashadaha tafaariiqda iyo bixinta saxda ugu wanaagsan ee xirmooyinka deeqaha ku saleysan saamiyada. Falanqeeyayaasha waxay saadaalinayaan in saamiga Broadcom uu kor ugu kici karo 67% sanad gudihiis. Iyadoo Nvidia loo xiisaynayo GPUseeda tababarka moodellada luqadda, Broadcom waxa ay aragtay dalab kor u kac ah oo ku saabsan microship-wax/wax ku saabsan AI. Shirkadu waxa ay bixisaa chipyo networking oo kor u qaada hufnaanta xarumaha xogta iyo kobciyaal AI loo sameeyay tababarashada iyo wadista algorithm-yada AI dhalinaya. Broadcom waxay la shaqaysaa Google iyo madalaha daruuraha ee kale oo ku saabsan xalalka khaaska ah, chipyadeedana waxa loo arkaa beddelo raqiis ah oo looga baahan yahay GPUse Nvidia.
Chipyada networking ee shirkadu waxay ka faa'iidaysanayaan maal-gelinada sii kordhaya ee naqshadaha kobciyaal by bixiyayaasha daruuraha, abuurista wareeg kobaca. Intaa waxaa dheer, Broadcom waxay leedahay ganacsiga software-ee qani ah, oo VMWare uu yahay qaybtii ugu dambaysay ee la kiciyay. Shirkadu waxay u beddeshay VMWare adeeg iskaashato ah iyo waxa ay ka filaysaa korriin xooggan oo ku saabsan buug-kayda. Isku-darsiga VMWare la hawlgalayaasha jira ee Broadcom waxay keeni doontaa wada-symariyad xooggan iyo ballaarinta qaansiirada. Saamiga Broadcom hada waxa uu tilmaamaya ratio P/E-hore oo ku dhow 24, taasoo ka dhigaysa maalgashi soo jiidasho leh oo leh suurtagal korodhka faa'iidada-per-saamiga ee iibka chipyada AI iyo hagaajinta qaansiirada software. In kastoo ay suurtagal tahay inuu gaadho 67% kor u kac sanad gudihiis, waxa loo arkaa mid wanaagsan oo lagula taliyay in la iibsado qiimaha hadda taagan.
Kobaca Saamiyada Broadcom ee ku saleysan Dalabka AI iyo Iibsashada Qorsheysan
AI-ga wada sheekeysiga sida ChatGPT, Perplexity, iyo Google AI Mode waxay abuuraan qaybaha iyo dulmaradaaysan oo aan ku samaynin qoraal dhayalsan, laakiin waxay ka soo xulaan, cadaadin, oo mar kale isu keenaan waxa horay ugu jiray boggaga internetka.
Alibaba dhowaanay waxay ku dhawaaqday iskaashi istiraatiiji ah oo ay la yeelatay Nvidia kaas oo ujeedkiisu yahay taageerida ballaarinta xarumaha xogta ee socota iyo dardar-gelinta horumarinta alaabada AI.
Dunida si dhakhso leh ee suuqgeynta dhijitaalka ah, garaadka artificial-ka (AI) ayaa noqday aalad wax ku ool ah oo beddelaysa habka loo gaarsiiyo waxyaabo gaar ah oo waxtar leh.
Wall Street waxa ay si sii kordhaysa u digniinaysaa in ganacsiga sirta artificial (AI) uu dhaqaaqayo si kulul kadib bilooyin guulo rikoor ah oo ku saabsan saamiyada la xiriira AI iyo kharashka shirkadaha.
Salesforce ayaa balaarisay iskaashigeeda shirkadaha waaweyn ee AI ee OpenAI iyo Anthropic si ay ugu dhex daro moodelladooda horumarsan ee AI madalkeeda Agentforce 360.
Wararka SMM, Juun 26: Markii tiknolojiyadda AI ee abuurista ay sii xoogeysaneyso oo dhismaha xarumaha xogta uu si degdeg ah u socdo, baahida loo qabo fiilooyinka naxaasta ee xaaladaha isku xidhka heerka sare ee masaafada gaaban ayaa sare u kacday
Sora 2, oo ah tignoolajiyo AI muuqaal horumarsan oo ay soo saarto OpenAI, ayaa si dhaqso leh ugu biirtay is-mariwaaga culus tan iyo markii la soo bandhigay.
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