Hoos u dhaca Saamiyada Nvidia iyo Baahida Kordhaysa ee Ciena ee Shabakadaha AI.
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Nvidia, oo ah kaalin muhiim ah qaybta AI, ayaa soo jiitay xiisaha iyada oo leh kaararka garaafka iyo nidaamyada server-yada awoodda sare leh, taasoo keentay koror weyn oo dakhli ah iyo qiimaha saamiyada. Si kastaba ha ahaatee, shirkaddu dhawaan waxay wajahday hoos u dhac 8% ah oo ku saabsan qiimaha saamiyada sababo la xiriira walaacyada ku saabsan suurtagalnimada xadidnaanta iibka chip-ka, go’aannada la filayo ee ku saabsan maalgashiga AI, iyo soo ifbixitaanka beddelka AI ee qiimo jaban. Sidaas awgeed, xiisaha maal-gashadayaasha ayaa u wareegay Ciena (CIEN), oo ah hogaamiye ku jira iskuxirka optical, kaasoo arkay 15% korodh ah oo saamiga ah saddexdii bilood ee la soo dhaafay. Iyada oo la kordhinayo baahida isku xirka xawaaraha sare ee kicinta barnaamijyada AI ee u baahan habka xogta degdega ah, Ciena waxay u muuqataa in ay hesho koror weyn. Shirkaddu waxay soo sheegtay dalabyo kordhay oo ka imanaya bixiyayaasha adeegyada daruuraha ee korodhsanaya qaab-dhaqameedkooda AI waxayna saadaalineysaa fursad suuq oo gaareysa $12 bilyan sanadka 2028, iyadoo la filayo heerarka kororka dakhli sanadle ah oo ah 8% ilaa 11%. Si ay u adkeysato booskeeda sida bixiyaha ugu weyn ee iskuxirka optical xilligaAI supercycle, Ciena waxay filaysaa in koror weyn ku yimaado faa'iidada saami kasta, iyadoo higsaneysa qiimaha saamiga oo gaadhaya $142 mudada saddexda sano ee soo socota.Nvidia waxay ka dhex muuqataa saamiyada hogaaminaya qaybta Sirdoonka Artificial (AI), thanks to kaararka garaafyada iyo nidaamyada server-ka ee hal-abuurka leh oo fududeeyay tababarka iyo hawlgelinta moodooyinka AI. Baahida xooggan waxay sababtay koror weyn oo ku dhacay dakhliga Nvidia iyo qiimaha saamiga ee labo sano ee la soo dhaafay. Si kastaba ha ahaatee, dhawaan, Nvidia waxay la kulantay hoos u dhac, iyadoo saamigeeda uu ku dhacay 8% saddexdii bilood ee la soo dhaafay sababo la xiriira xayiraadaha iibka chip-ka oo la soo jeediyay, cabsi ah in kharashka AI la dhimayo, iyo tartan ka imanaya shirkadaha sida DeepSeek oo leh moodooyin AI oo qiimo jaban. Dhibaatooyinkan dhexdiisa, maalgashadayaasha waxay baarayaan beddel kale sida Ciena (CIEN 1. 97%), oo ah bixiye qalabka shabakadaha iftiinka, taasoo korodhay 15% saddexdii bilood ee la soo dhaafay. Baahida xawaaladaha shabakadaha dhakhso ah, oo muhiim u ah habaynta AI ee hufan, ayaa la filayaa in si weyn kor ugu kaco—laga filayo in ay sanadle ahaan korodho 34% illaa 2028. Ciena waxay ka faa'iidaysanaysaa isbeddelkan, taasoo caddeyn u ah in dalabaadkeeda ay kordheen, gaar ahaan shirkadaha daruuraha oo noqday macaamiil waaweyn. Agaasimaha guud Gary Smith ayaa tilmaamay in iyadoo daruurta iyo AI ay kaxeynayaan baahida, shuruudaha bandwidth-ka laga filayo inay sare u kacaan heerar ka sarreeya taariikhda.
Qaddarka dalabka Ciena ayaa ka badan dakhligii rubucii dambe, taasoo muujinaysa maalgashi weyn oo ka soo yeeraya bixiyeyaasha adeegyada daruuraha ee ka shaqeeya kaabayaasha AI. Suuqa la gaari karo ee shirkadda ayaa la filayaa inuu korodho $12 bilyan ilaa $26 bilyan ilaa 2028, iyada oo muujinaysa in la aqoonsaday inay tahay iibiyaha shabakadaha iftiinka ee ugu sarreeya Waqooyiga Ameerika. Ciena waxay saadaalineysaa koror sanadle ah oo dakhliga ah 8% ilaa 11% saddexda sano ee soo socota, iyadoo la filayo in xadka hawlgalka la hagaajiyo inuu kor u kaco 15% ilaa 16% ilaa sanadka maaliyadeed 2027. Habkan wuxuu badanaa keeni doonaa koror weyn oo faa'iido ah, iyadoo la filayo in faa'iidooyinka ay ka koraan $1. 82 saamiga sanadka maaliyadeed 2024 ilaa $4. 17 saamiga saddex sano gudahood. Haddii saamiga Ciena uu ka ganacsado 34 jeer faa'iidooyinkeeda iyadoo la raacayo tusmada Nasdaq-100, qiimahiisu wuxuu gaari karaa $142.
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Hoos u dhaca Saamiyada Nvidia iyo Baahida Kordhaysa ee Ciena ee Shabakadaha AI.
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