Nvidia iyo Micron: Saham chip-ka ugu goodisan ee kaxeeya koritaanka AI
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Sahamka chip, gaar ahaan Nvidia iyo Micron Technology, waxay door muhiim ah ka ciyaarayaan fidinta AI waxayna diyaar u yihiin koritaan xooggan oo muddada dheer ah. Sahamkii Nvidia wuxuu sare u kacay 130% sanadkan, isagoo ka faaiidaysanaya gacanka AI ee xarunta xogta sawirada. Micron, inkastoo uu la kulmayey koritaan hoos u dhac ah oo ah 29%, wuxuu arkaa isbeddel wanaagsan sababta oo ah kooxdiisa AI. Maalgashadayaashu waxay fursado la leeyihiin labadaba sahamkan, iyadoo Nvidia ka faaideysaneysa saamigeeda suuqa iyo koritaanka waara ee AI, iyo Micron oo ka faaideysaneysa sidoo kale chips-ka xusuusta ballaca sare leh iyo dalabka sii kordhaya ee kaararka sawirada AI. Intaa waxaa dheer, diiradda Nvidia waxay saaran tahay fidinta ka baxsan hardware-ka iyadoo adeegyada fiiro gaar ah u leh AI iyo adeegyada ku saleysan daruuraha ay siineyso fursadaha koritaanka dheeraadka ah. Micron-na waxay ku dhowdahay suuqyada HBM, horumarinta chip-ka sareeyey, iyo dalabka xooggan ee sheyga sidoo kale waxay muujinayaan mustaqbal waayel ah. Labadaba shirkadaha waxaa la filayaa inay horseedaan koritaanka suuqyada AI, iyadoo la siinayo maalgashadayaasha doorashada inay maal gashadaan midkood ama labadaba, iyadoo la raacayo xeeladooda iyo doorbidkooda.Sahamka chip-sida Nvidia iyo Micron Technology waa muhiimka ah fidinta AI waxaana la filayaa inay la kulmaan koritaanka xooggan ee muddada dheer. Sahamkii Nvidia wuxuu arkay koror la yaab leh oo ah 130% sanadkan, halka Micron uu lahaa koror ka hooseeya oo ah 29%. Nvidia waxay ku badan tahay suuqyada kaararka sawirada ee xarunta xogta AI, halka Micron ay la kulmeyso isbeddel wanaagsan sababo la xiriira AI. Labadaba shirkadu waxay soo bandhigayaan fursadaha maalgashi ee soo jiidashada leh, Nvidia waxay ka faa'ideysataa suuqyada sii kordhaya ee chip-ka AI waxayna bixisaa adeegyo AI oo ka baxsan qalabka.
Micron, dhanka kale, waa ciyaaryahan muhiim ah oo ku jira xusuusta ballaca sare leh (HBM) chips-ka loo isticmaalo kaararka sawirada AI waxayna horey u iibisay awoodda wax soo saarkeeda sanadaha soo socda. Inkasta oo Nvidia ay haysato korriin dheereysa, Micron waxaa laga heli karaa qiyaas qiimo jaban, taasoo ka dhigaysa mid soo jiidasho leh maalgashadayaasha raadineysa isku-darkooda korriinka iyo qiimaha. Ugu dambeyntii, maalgashadayaashu waxay dooran karaan midkood ama labadaba AI stocks-kooda loogu talagalay, maadaama shirkadahani ay u badan tahay inay doorar muhiim ah ka ciyaaraan mustaqbalka suuqyada AI.
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Nvidia iyo Micron: Saham chip-ka ugu goodisan ee kaxeeya koritaanka AI
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