Hadaladiisii u dambeeyay ee Madaxweynaha Nvidia Jensen Huang ayaa umuuqda inay kiciyeen maalgalinta dib u soo cusboonaatay ee qaybta AI ee kacsan usbuucaan, taasoo keentay in maamulayaasha portfolio ay diiradda saaraan ganacsiyada guuleysta. "Waxaan hadda ku jirnaa dhowr nidaamka kombiyuutarka, " ayuu Huang ka sheegay Goldman Sachs Communacopia + Technology Conference Arbacadii. "AI generative wuxuu ka badan yahay qalab; waa xirfad. . . taasi waa sababta warshad cusub u soo baxday. " Wuxuu sheegay in xarumaha xogta ay matalayaan fursad ugu yar oo ah $1 trillion, iyadoo koboca laga filayo in kor loo qaado taas oo ay sabab u tahay caqliga macmalka leh. Kadib hadaladiisii Huang, saamiyada Nvidia ayaa kor u kacay in kabadan 8%, iyadoo la dhimi karo qaar ka mid ah walaacyadii suuqa ee ugu dambaysay ee la xidhiidha soo gaabashada soo celinta maalgalinta AI. Intii lagu gudajiray usbuucii, kaydadka AI iyo semiconductor, sida Advanced Micro Devices, Marvell Technology, Super Micro Computer, iyo Broadcom, waxay heleen guulo laba-jibaar ah. "Markuu Jensen muujiyo dareenkaas, wuxuu ka tarjumayaa rajo wanaag in ay jirto baahi ku filan oo taageeraysa koboca ugu yaraan sanadaha 1-3 ee soo socda, " ayuu yidhi John Belton, maamulka portfolio ee Gabelli Funds, isagoo tilmaamaya wadahadalada ku saabsan kobcinta awooda wax soo saarka ee Taiwan Semiconductor Manufacturing. "Tani waxay ahayd waxa suuqa kiciyay. " Inkasta oo aragtida Huang ay soo nooleysay kalsoonida qaybtan aan la saadaalin karin, maalgeshadayaasha ayaa sahaminaya siyaabo kala duwan oo ay uga faa'iidaysanayaan fursadaha labada waqti ee gaaban iyo kan dheerba. Marka lagu daro Nvidia, Angelo Zino ee CFRA waxa uu aamminsan yahay in shirkadaha qalabka ay noqon doonaan kuwa ugu faa'iido badan mustaqbalka dhow iyada oo marxaladda dhismaha hore ay sii socoto. Tani waxa ka mid ah Advanced Micro Devices iyadoo kordhinaysa soo saaridda GPUs-keeda, iyo shirkadaha shabakadaha Broadcom iyo Marvell Technology, kuwaas oo taageeraya horumarinta chip-yada silsiladda gaarka ah ee Meta Platforms iyo dadka kale. Zino sidoo kale wuxuu sheegay in Micron Technology ay u badantahay inay ka faa'iido kororka baahida xusuusta. Usbuucaan, Apple waxay madax warfaainta ka sameeysay soo saarida iPhone 16 cusubkeeda, taasoo leh awoodaha AI ee loo yaqaan Apple Intelligence.

Si kastaba ha ahaatee, qaar ka mid ah falanqeeyayaasha Wall Street uma muuqan kuwo la dhacsan cusboonaysiinaha, iyagoo shaki gelinaya saadaasha hore ee wareegga cusbooneysiinta gaarka ah. Zino ma uusan dareemin waxyaabahaan, isagoo aaminsan in Apple ay leedahay goobta hogaamiyaha ee qalabka qalabka AI iyo kaaliyaha shakhsiyeed, gaar ahaan marka isticmaaleyaasha badankoodu sameeyaan dareenka Vision Pro headset. Wuxuu sidoo kale xusay in Dell ay u taagan tahay inay faa'iido hesho sida ciyaaryahan weyn ee goobta ganacsiga iyadoo la filayo koboc xagga faa'iidada ah sanadka cusub. Belton wuxuu ku sharraxayaa shirkadaha kaabayaasha iyo qalabka sida Applied Materials iyo KLA Corporation. Si kastaba ha ahaatee, wuxuu ku daray in aqoonsiga guuleystayaasha muddada dheer ee diiradda saaraya horumarinta arjiyada dhamaadka isticmaalayaasha ee AI laga yaabo inay tahay mid degdeg ah. Soo bixida AI waxay keentay shirkado badan oo ku biiray dhaqaaqa, iyagoo walaaca ka muujiyay in maalgeshadayaasha laga yaabo inay markhaati ka noqdaan soo noqoshada buuqa dotcom-ka ee bilawga 2000nadii, sida uu sheegay Mark Malek, sarkaalka ugu sareeya maalgashiga ee SiebertNXT. Shirkadda, oo ah maalgasha hore ee Nvidia, waxay u aragtaa shirkadaha tignoolajiyada ee adeegyada cloud-ka, oo ay ku jiraan Microsoft, Alphabet, iyo Amazon, inay yihiin kuwa sii faa'iideysan doona isbeddelada AI. Si kastaba ha ahaatee, Malek wuxuu carabka ku adkeeyay in hal-abuurka ugu weyn ay ka dhacayaan suuqyada gaarka loo leeyahay. "Waxa runta ah ee dusha ka muuqda waa shirkado gaar ah, " ayuu yidhi.