Maalgashadayaasha raadinaya saamiyo sare ee sirdoonka macmal ah (AI), Nvidia waxay inta badan maskaxda ku soo dhacdaa sababtoo ah hogaaminta ay kaga hor martay si abuurista chip-yada AI, taas oo ka dhigtay inay ku badiso suuqa faa'iidada badan leh. Si kastaba ha ahaatee, qiimeynta sare ee Nvidiaya ayaa laga yaabaa inay qaar ka mid ah maalgashadayaasha ka leex-leejiso iibsashada saamiyada iyada, iyagoo ku kalifaya inay baaraan bedel kale. Tartame suurtagal ah ee la tixgeliyo waa Advanced Micro Devices (AMD). Si looga hortago heysashada hogaanka Nvidia, AMD waxay daahfuray taxane MI300 ah ee dar-dar geliyayaashooda AI, taas oo siinaysa doorasho qiimo-ku-oogaan loogu talagalay macaamiisha aan awoodin inay iibsadaan chip-yada qaaliga ah ee Nvidia. Dhawaan, Oracle waxay dooratay chip-yada MI300X ee AMD ee muuqaalka OCI Compute Supercluster, taas oo muujineysa booska sii adkaada ee AMD ee suuqa.
Intaa waxaa dheer, AMD waxa ay qorsheynaysaa in ay soo saarto chip-yada MI325X qeybta dambe ee sanadkan, kaas oo si weyn kor ugu qaadi doona awooda xusuusta iyo xawaaraha bandhiga xogta. Sanadka 2025, AMD waxay diyaar u tahay inay daahfurto qaab-dhismeedkeeda CDNA ee la cusboonaysiiyay, kaas oo ballan qaaday awoodda kombuyuutarka ee korodhay. In kasta oo waxqabadka dhaqaale ee guud ee AMD laga yaabo inuu hadda yahay mid aan soo jiidan lahayn—muujinaya kordhinta dakhliga ee dhexdhexaadka ah ee 6% qeybtii hore ee sanadka—cutubka xarunta xogta ee diiradda saaraya chip-yada AI ayaa arkay kobac weyn, iyadoo dakhliga uu kor u kacay 98% sanad-ka-sanad ilaa $5. 2 bilyan. Qeybtaan ayaa hadda noqotay qeyb weyn oo ka mid ah dakhliga AMD, iyadoo la mid ah isbeddelka Nvidia, halkaasoo dar-dar geliyayaasha AI ay si tartiib tartiib ah u wadaan kobaca. In kasta oo qiimaha saamiyada uu kaliya kordhay 15% sanadkan marka la barbar dhigo kororka layaabka leh ee 155% ee Nvidia, AMD waxay ka ganacsataa qiime ratio ee qiime-iyo-iib (P/S) ah oo soo jiidasho leh 12, taas oo aad uga duwan tasaaha P/S ee Nvidia oo ah 33. Haddii AMD sii wadato inay yarayso farqiga u dhexeeya soosaarka chip-yada AI oo ay u soo celiso qeybaha ciyaaraha iyo kuwa ku dhexjira ah kobac, saamiyada waxay lahaan karaan awood dhanka sare ah oo weyn. Gebogebadii, in kasta oo Nvidia laga yaabo in loo arko xulashada ugu sareysa ee maalgashadayaasha AI, AMD waxay soo bandhigeysaa bedel suurtagal ah oo leh rajooyin kobcitaan weyn leh, gaar ahaan marka ay kordhiso heshiisyada chip-yada AI oo ay hagaajiso waxqabadka dhaqaale ee qeybaha kala duwan.
Ma AMD waa Tartan Adag oo Nvidia ka dhex jira Suuqyada Chip-yada AI?
Qualcomm ayaa sheegay inay digniin bixisay in qiimaha xusuusta oo sare u kacaya uu gaabin doono warshadaha taleefannada casriga ah, taasoo keeni doonta in maal-gashadayaashu si walaacsan ah uga jawaabaan oo qiimaha saamiyada shirkadda uu hoos u dhaco 11 boqolkiiba.
Isku-dhafka sirdoonka macmalka ah (AI) ee hagaajinta mashiinka raadinta (SEO) ayaa si aasaasi ah u qaabeynaya goobta suuqgeynta digitalka ah.
Kordhinta degdega ah ee videos-ka been abuurka ah ee AI ka soo saaro waxay si weyn u bedelayaan warbaahinta, waxaana soo baxay caqabadihii aan hore loo arag.
Sumadda daryeelka jidhka iyo jidhka, oo leedahay 3 milyan oo taageerayaal ah oo ku sugan TikTok iyo Instagram, ayaa sannadkii la soo dhaafay isticmaashay qalab maamul bulshada ku shaqeeya oo ku saleysan AI si uu u falanqeeyo faallooyinka, fariimaha tooska ah, iyo isdhexgalka kale ee ku jira kanaaladaheeda bulshada.
ChatGPT ee OpenAI ayaa gaadhay tallaabo weyn oo ah in ka badan yihiin 20 milyan oo macaamiil ah oo lacag bixiya, taasoo muujineysa isticmaalka ballaaran ee aaladaha AI ee goobo badan.
Adobe ayaa qaaday tallaabo weyn oo ku saabsan suuq-geynta dijitaalka ah iyo falanqaynta iyadoo Iibsatay Semrush qiimihiisu yahay $1.9 bilyan oo doollar lacag caddaan ah.
Marka shaqada fog ee sii balaadhaysa caalamka oo dhan, shirkaduhu si weyn ayay u qaadanayaan aaladaha shirarka fiidiyowga ee ku shaqeeya AI si loo xoojiyo isgaarsiinta iyo wada shaqaynta kooxaha kala firdhiday.
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