{"id":2450,"date":"2024-05-22T16:14:02","date_gmt":"2024-05-22T16:14:02","guid":{"rendered":"https:\/\/aifuturize.com\/?p=2450"},"modified":"2024-05-22T16:29:19","modified_gmt":"2024-05-22T16:29:19","slug":"nvidias-outlook-on-ai-chip-demand-ripple-effects-to-reach-far-beyond-tech-stocks","status":"publish","type":"post","link":"https:\/\/aifuturize.com\/fr\/ai-news\/nvidias-outlook-on-ai-chip-demand-ripple-effects-to-reach-far-beyond-tech-stocks\/","title":{"rendered":"Perspectives de Nvidia sur la demande de puces IA : les effets d&#039;entra\u00eenement vont bien au-del\u00e0 des valeurs technologiques"},"content":{"rendered":"<div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-1 fusion-flex-container has-pattern-background has-mask-background nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"--awb-border-radius-top-left:0px;--awb-border-radius-top-right:0px;--awb-border-radius-bottom-right:0px;--awb-border-radius-bottom-left:0px;--awb-flex-wrap:wrap;\" ><div class=\"fusion-builder-row fusion-row fusion-flex-align-items-flex-start fusion-flex-content-wrap\" style=\"max-width:1302px;margin-left: calc(-5% \/ 2 );margin-right: calc(-5% \/ 2 );\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-0 fusion_builder_column_1_1 1_1 fusion-flex-column\" style=\"--awb-bg-size:cover;--awb-width-large:100%;--awb-margin-top-large:0px;--awb-spacing-right-large:2.375%;--awb-margin-bottom-large:0px;--awb-spacing-left-large:2.375%;--awb-width-medium:100%;--awb-order-medium:0;--awb-spacing-right-medium:2.375%;--awb-spacing-left-medium:2.375%;--awb-width-small:100%;--awb-order-small:0;--awb-spacing-right-small:2.375%;--awb-spacing-left-small:2.375%;\"><div class=\"fusion-column-wrapper fusion-column-has-shadow fusion-flex-justify-content-flex-start fusion-content-layout-column\"><div class=\"fusion-image-element\" style=\"text-align:center;--awb-caption-title-font-family:var(--h2_typography-font-family);--awb-caption-title-font-weight:var(--h2_typography-font-weight);--awb-caption-title-font-style:var(--h2_typography-font-style);--awb-caption-title-size:var(--h2_typography-font-size);--awb-caption-title-transform:var(--h2_typography-text-transform);--awb-caption-title-line-height:var(--h2_typography-line-height);--awb-caption-title-letter-spacing:var(--h2_typography-letter-spacing);\"><span class=\"fusion-imageframe imageframe-none imageframe-1 hover-type-none\"><img decoding=\"async\" width=\"960\" height=\"640\" title=\"567620b0-f513-11ee-bfd7-8afddcb7fee0\" src=\"https:\/\/aifuturize.com\/wp-content\/uploads\/2024\/05\/567620b0-f513-11ee-bfd7-8afddcb7fee0.webp\" alt class=\"img-responsive wp-image-2471\" srcset=\"https:\/\/aifuturize.com\/wp-content\/uploads\/2024\/05\/567620b0-f513-11ee-bfd7-8afddcb7fee0-200x133.webp 200w, https:\/\/aifuturize.com\/wp-content\/uploads\/2024\/05\/567620b0-f513-11ee-bfd7-8afddcb7fee0-300x200.webp 300w, https:\/\/aifuturize.com\/wp-content\/uploads\/2024\/05\/567620b0-f513-11ee-bfd7-8afddcb7fee0-400x267.webp 400w, https:\/\/aifuturize.com\/wp-content\/uploads\/2024\/05\/567620b0-f513-11ee-bfd7-8afddcb7fee0-600x400.webp 600w, https:\/\/aifuturize.com\/wp-content\/uploads\/2024\/05\/567620b0-f513-11ee-bfd7-8afddcb7fee0-768x512.webp 768w, https:\/\/aifuturize.com\/wp-content\/uploads\/2024\/05\/567620b0-f513-11ee-bfd7-8afddcb7fee0-800x533.webp 800w, https:\/\/aifuturize.com\/wp-content\/uploads\/2024\/05\/567620b0-f513-11ee-bfd7-8afddcb7fee0.webp 960w\" sizes=\"(max-width: 800px) 100vw, 960px\" \/><\/span><\/div><div class=\"fusion-text fusion-text-1\"><p data-sourcepos=\"1:1-1:370\">La fr\u00e9n\u00e9sie de l\u2019IA qui s\u2019est empar\u00e9e du march\u00e9 boursier ne se limite plus aux g\u00e9ants de la technologie comme Nvidia et Microsoft. Un an apr\u00e8s que l&#039;annonce des r\u00e9sultats sans pr\u00e9c\u00e9dent de Nvidia ait d\u00e9clench\u00e9 une forte hausse de la demande de puces d&#039;IA, les effets d&#039;entra\u00eenement se font sentir dans divers secteurs. De l\u2019\u00e9nergie aux services publics en passant par les mati\u00e8res premi\u00e8res, les entreprises vantent de plus en plus leur r\u00f4le dans la r\u00e9volution de l\u2019IA.<\/p>\n<p data-sourcepos=\"3:1-3:337\">Ce changement est \u00e9vident sur le march\u00e9, les secteurs de l&#039;\u00e9nergie et des services publics \u00e9tant en t\u00eate du S&amp;P 500 cette ann\u00e9e et certaines valeurs individuelles rivalisant avec la hausse fulgurante de Nvidia. Morgan Stanley a m\u00eame soulign\u00e9 le potentiel de r\u00e9visions \u00e0 la hausse chez les fournisseurs d&#039;\u00e9nergie traditionnels et alternatifs en raison des besoins accrus en \u00e9nergie des centres de donn\u00e9es IA.<\/p>\n<p data-sourcepos=\"5:1-5:227\">La ferveur s\u2019\u00e9tend aux appels de r\u00e9sultats, les mentions de l\u2019IA montant en fl\u00e8che dans tous les secteurs. Le secteur de l\u2019\u00e9nergie a notamment connu une augmentation significative des r\u00e9f\u00e9rences \u00e0 l\u2019IA, indiquant une prise de conscience croissante des implications plus larges de la technologie.<\/p>\n<p data-sourcepos=\"7:1-7:198\">Cependant, cet enthousiasme croissant s\u2019accompagne d\u2019une mise en garde. Jack Manley, de JPMorgan Asset Management, pr\u00e9vient que si l&#039;optimisme du march\u00e9 s&#039;av\u00e8re trop exub\u00e9rant, la route pourrait \u00eatre sem\u00e9e d&#039;emb\u00fbches.<\/p>\n<p data-sourcepos=\"9:1-9:273\">Le prochain rapport sur les r\u00e9sultats de Nvidia sera un indicateur cl\u00e9 de la durabilit\u00e9 de cet \u00e9lan ax\u00e9 sur l&#039;IA. Ses performances pourraient avoir des cons\u00e9quences consid\u00e9rables, influen\u00e7ant non seulement le secteur technologique, mais \u00e9galement un large \u00e9ventail d\u2019industries d\u00e9sormais \u00e9troitement li\u00e9es au r\u00e9cit de l\u2019IA.<\/p>\n<\/div><div class=\"fusion-video fusion-youtube\" style=\"--awb-max-width:600px;--awb-max-height:360px;--awb-align-self:center;--awb-width:100%;\"><div class=\"video-shortcode\"><lite-youtube videoid=\"dJrH-ra4VY4\" class=\"landscape\" params=\"wmode=transparent&autoplay=1&enablejsapi=1\" title=\"Lecteur vid\u00e9o YouTube 1\" width=\"600\" height=\"360\" data-thumbnail-size=\"auto\"><\/lite-youtube><\/div><\/div><div class=\"fusion-text fusion-text-2\"><p>D\u00e9couvrez l&#039;autre <a href=\"https:\/\/aifuturize.com\/fr\/nouvelles-de-lia\/\">Actualit\u00e9s sur l&#039;IA<\/a> et \u00e9v\u00e9nements technologiques <a href=\"https:\/\/aifuturize.com\/fr\/nouvelles-de-lia\/\">ici dans AIfuturize<\/a>!<\/p>\n<div id=\"gtx-trans\" style=\"position: absolute; left: 521px; top: 38px;\">\n<div class=\"gtx-trans-icon\"><\/div>\n<\/div>\n<\/div><\/div><\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":2471,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[135],"tags":[136,143],"class_list":["post-2450","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ai-news","tag-artificial-intelligence","tag-nvidia"],"_links":{"self":[{"href":"https:\/\/aifuturize.com\/fr\/wp-json\/wp\/v2\/posts\/2450"}],"collection":[{"href":"https:\/\/aifuturize.com\/fr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/aifuturize.com\/fr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/aifuturize.com\/fr\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/aifuturize.com\/fr\/wp-json\/wp\/v2\/comments?post=2450"}],"version-history":[{"count":0,"href":"https:\/\/aifuturize.com\/fr\/wp-json\/wp\/v2\/posts\/2450\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/aifuturize.com\/fr\/wp-json\/wp\/v2\/media\/2471"}],"wp:attachment":[{"href":"https:\/\/aifuturize.com\/fr\/wp-json\/wp\/v2\/media?parent=2450"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/aifuturize.com\/fr\/wp-json\/wp\/v2\/categories?post=2450"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/aifuturize.com\/fr\/wp-json\/wp\/v2\/tags?post=2450"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}