Daraasad Counterpoint Research waxay sheegaysaa in tartankii loo galay in la horumariyo siliicon AI oo gaar ah uu si degdeg ah u xawaaleystay, iyadoo shirkadaha hyperscaler-ka ay korsanayaan chips-kooda gudaha si ay ula kulmaan baahida sii kordheysa. Shirkadaha Hyperscaler-ka oo Ballaarinaya Iskaashiga Chips-ka AI ee Gaar ah Shirkadaha ugu waaweyn ee daruuraha iyo AI, sida Alphabet Inc. (NASDAQ: GOOGL) oo leh Google; Amazon. com, Inc. (NASDAQ: AMZN) oo adeegsanaysa Amazon Web Services; Microsoft Corp (NASDAQ: MSFT); OpenAI; ByteDance; iyo Apple Inc. (NASDAQ: AAPL), ayaa si degdeg ah u kordhinaya adeegsiga nidaamyada AI ee compute-ka server-ka ASIC (Application-Specific Integrated Circuit). Chips-yadan khaaska ah waxay maamulaan hawsha tababarka iyo fahanka xogta, sida ay sheegtay Daraasadda Counterpoint. Ha Moogaan: Madasha Suuq-geynta AI ee ay taageerayaan dadka gudaha ka shaqeeya Google, Meta, iyo Amazon — Fursad Maal-gashi ah oo ku jirta $0. 85/sharci Ma maalgashan lahayd haddii Jeff Bezos uu taageero maal-gelin cusub oo helaysa 7-9% faa’iido waxayna bixisaa dividend bil kasta? Saadaaluhu waxay muujinayaan in alaabada ASIC-ka ee compute-ka server-ka AI ee 10-ka ugu waaweyn ay saddex la iska tageen laga bilaabo 2024 ilaa 2027.

Kororka ayaa la sababeynayaa baahida sii kordheysa ee Google Tensor Processing Unit (TPU) Infrastructure oo taageerta Gemini, ballaarinta joogtada ah ee kooxaha AWS Trainium, iyo kororka mugga Meta Platforms Inc. (NASDAQ: META) ee chips-yada MTIA, iyo sidoo kale chips-yada Maia ee Microsoft, kuwaas oo shirkadahani ay ballaarinayaan horumarinta silicon-ka gudaha ah. Broadcom oo Hogaamineysa Iyo Tartan Koraya Daraasaddu waxay saadaalisay in Broadcom Inc. (NASDAQ: AVGO) ay sii ahaan doonto iskaashatada ugu weyn ee naqshadeynta ASIC-ka AI ee compute server-ka, iyadoo qabsanaysa qiyaastii 60% suuqyada sannadka 2027, inkastoo caqabadaha sii kordhaya ee ka imanaya iskaashiga Google iyo MediaTek. Sidoo kale, Marvell Technology Inc. (NASDAQ: MRVL) waxaa jiri doona cadaadis ku wajahan guulaha naqshadeynta, iyadoo qaybta adeegyada naqshadeynta ay hoos u dhici doonto qiyaastii 8% sanadkii 2027—in kasta oo mugga rarka uu labalaaban doono mudadaas. Waxaa Tilmaamaysaa: Fanka shirkadaha waaweyn ayaa ka sarreeyay S&P 500 tan iyo 1995, maal-gashiga qaybintu wuxuu hadda awood u siinayaa maalgashadayaasha maalin kasta inay galaan noocyada maalka ee hay’adda. TPUs Google oo Sii Xoog Haynaya Saameynta Suuqa Daraasaddu waxay sheegaysaa in gaadiidka TPU ee Google uu sii ahaan doono mid muhiim ah oo saameyn ku leh mugga warshadaha, maadaama baahida sii kordheysa ee compute-ka loogu talagalay tababarka iyo adeegyada moodellada Gemini ee jiilka dambe ay ku riyaaqayaan maalgelin joogto ah oo gudaha ah. In kasta oo saamiga suuqa Google laga yaabo inuu yaraado si loo balaarinayo suuqyada guud iyo tartamayaashu ay kor u qaadaan chips-kooda, TPUs ayaa sii ahaan doona aasaaska ugu muhiimsan ee loo adeegsado ASIC-yada AI ee compute server-ka. Suuqu waa isbeddel qaab-dhismeed ah. Alaabada ASIC ee compute-ka server-ka AI ayaa laga rarayaa inay ka baxaan duopoly-ga xooggan ee Google iyo AWS sanadkii 2024 u gudbi doonto muuqaal ka mid ah suuqa kala duwan ee 2027, sida ay sheegtay Daraasaddu. Sidoo kale, waxay xustaa inay sii wadaan dadaalka Meta iyo Microsoft si ay u xoojiyaan hawlahooda gudaha ah ee chip-ka. Tani waxay muujinaysaa qorshe guud oo ah in la yareeyo ku tiirsanaanta GPU-yada gouha ah iyo in la kordhiyo waxqabadka watt-ka iyada oo loo marayo silikoon khaas ah oo loogu talagalay hawlo gaar ah. Dhinaca wax soo saarka, Taiwan Semiconductor Manufacturing Company Ltd (NYSE: TSM) ayaa ah warshadda ugu weyn ee wax soo saarka, mas’uul ka ah inta badan waxsoosaarka wafers-ka chips-ka ASIC ee AI ee 10-ka ugu waaweyn, iyadoo daboolaysa dhammaan qeybaha hore iyo inta badan qeybaha dambe ee waxsoosaarka, sida uu sheegay Daraasaddu. Akhriso: Maraykanku Waxay Qorshe Maaliyadeed Leedahay Afar jeer Wanaagsan oo Hanti ah — Qaado Qorshahaaga CFP ee Shaqsiyeed Sawir: Shutterstock Furan: Hel 5 Ganacsi oo Cusub Todobaadkii. Guji si aad ugu heshid fikrado ganacsi oo heer sare ah maalin kasta iyo helitaanka aan xadidnayn ee aaladaha iyo xeeladaha horumarsan si aad suuqa uga faa’iidaysato. Falanqaynta ugu dambeysay ee saamiyada ka socda Benzinga: APPLE (AAPL): Warbixin Falanqayn Saamiyada Bilaash ah TESLA (TSLA): Warbixin Falanqayn Saamiyada Bilaash ah Maqaalkani, “Broadcom oo Soo Gudi Doonta Suuqa Chips-ka AI ee Gaar ah Iyadoo 60% Suuqa Loo Qorsheeyay 2027, Sida Daraasaddu Sheegtay, ” ayaa markii hore lagu daabacay Benzinga. com.