{"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\/vi\/ai-news\/nvidias-outlook-on-ai-chip-demand-ripple-effects-to-reach-far-beyond-tech-stocks\/","title":{"rendered":"Tri\u1ec3n v\u1ecdng c\u1ee7a Nvidia v\u1ec1 nhu c\u1ea7u chip AI: Hi\u1ec7u \u1ee9ng g\u1ee3n s\u00f3ng s\u1ebd v\u01b0\u1ee3t xa c\u00e1c c\u1ed5 phi\u1ebfu c\u00f4ng ngh\u1ec7"},"content":{"rendered":"
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C\u01a1n s\u1ed1t AI \u0111ang bao tr\u00f9m th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n kh\u00f4ng c\u00f2n ch\u1ec9 gi\u1edbi h\u1ea1n \u1edf nh\u1eefng g\u00e3 kh\u1ed5ng l\u1ed3 c\u00f4ng ngh\u1ec7 nh\u01b0 Nvidia v\u00e0 Microsoft. M\u1ed9t n\u0103m sau khi th\u00f4ng b\u00e1o thu nh\u1eadp mang t\u00ednh \u0111\u1ed9t ph\u00e1 c\u1ee7a Nvidia l\u00e0m t\u0103ng nhu c\u1ea7u v\u1ec1 chip AI, hi\u1ec7u \u1ee9ng g\u1ee3n s\u00f3ng \u0111ang \u0111\u01b0\u1ee3c c\u1ea3m nh\u1eadn tr\u00ean nhi\u1ec1u l\u0129nh v\u1ef1c kh\u00e1c nhau. T\u1eeb n\u0103ng l\u01b0\u1ee3ng v\u00e0 ti\u1ec7n \u00edch \u0111\u1ebfn h\u00e0ng h\u00f3a, c\u00e1c c\u00f4ng ty \u0111ang ng\u00e0y c\u00e0ng ph\u00e1t huy vai tr\u00f2 c\u1ee7a m\u00ecnh trong cu\u1ed9c c\u00e1ch m\u1ea1ng AI.<\/p>\n

S\u1ef1 thay \u0111\u1ed5i n\u00e0y th\u1ec3 hi\u1ec7n r\u00f5 r\u00e0ng tr\u00ean th\u1ecb tr\u01b0\u1eddng, v\u1edbi l\u0129nh v\u1ef1c n\u0103ng l\u01b0\u1ee3ng v\u00e0 ti\u1ec7n \u00edch d\u1eabn \u0111\u1ea7u S&P 500 trong n\u0103m nay v\u00e0 m\u1ed9t s\u1ed1 c\u1ed5 phi\u1ebfu ri\u00eang l\u1ebb c\u1ea1nh tranh v\u1edbi m\u1ee9c t\u0103ng v\u01b0\u1ee3t b\u1eadc c\u1ee7a Nvidia. Morgan Stanley th\u1eadm ch\u00ed c\u00f2n nh\u1ea5n m\u1ea1nh ti\u1ec1m n\u0103ng \u0111i\u1ec1u ch\u1ec9nh t\u0103ng tr\u01b0\u1edfng \u1edf c\u1ea3 nh\u00e0 cung c\u1ea5p n\u0103ng l\u01b0\u1ee3ng truy\u1ec1n th\u1ed1ng v\u00e0 thay th\u1ebf do nhu c\u1ea7u n\u0103ng l\u01b0\u1ee3ng ng\u00e0y c\u00e0ng t\u0103ng c\u1ee7a c\u00e1c trung t\u00e2m d\u1eef li\u1ec7u AI.<\/p>\n

S\u1ef1 nhi\u1ec7t t\u00ecnh c\u00f2n m\u1edf r\u1ed9ng sang c\u00e1c cu\u1ed9c g\u1ecdi b\u00e1o c\u00e1o thu nh\u1eadp, trong \u0111\u00f3 \u0111\u1ec1 c\u1eadp \u0111\u1ebfn AI t\u0103ng v\u1ecdt trong c\u00e1c ng\u00e0nh. \u0110\u00e1ng ch\u00fa \u00fd, l\u0129nh v\u1ef1c n\u0103ng l\u01b0\u1ee3ng ch\u1ee9ng ki\u1ebfn s\u1ef1 gia t\u0103ng \u0111\u00e1ng k\u1ec3 trong s\u1ed1 l\u01b0\u1ee3ng t\u00e0i li\u1ec7u tham kh\u1ea3o v\u1ec1 AI, cho th\u1ea5y nh\u1eadn th\u1ee9c ng\u00e0y c\u00e0ng t\u0103ng v\u1ec1 \u00fd ngh\u0129a r\u1ed9ng l\u1edbn h\u01a1n c\u1ee7a c\u00f4ng ngh\u1ec7.<\/p>\n

Tuy nhi\u00ean, v\u1edbi s\u1ef1 nhi\u1ec7t t\u00ecnh ng\u00e0y c\u00e0ng t\u0103ng \u0111i k\u00e8m v\u1edbi m\u1ed9t l\u01b0u \u00fd th\u1eadn tr\u1ecdng. Jack Manley c\u1ee7a JPMorgan Asset Management c\u1ea3nh b\u00e1o r\u1eb1ng n\u1ebfu s\u1ef1 l\u1ea1c quan c\u1ee7a th\u1ecb tr\u01b0\u1eddng t\u1ecf ra qu\u00e1 ph\u1ea5n kh\u00edch th\u00ec con \u0111\u01b0\u1eddng g\u1eadp gh\u1ec1nh c\u00f3 th\u1ec3 n\u1eb1m \u1edf ph\u00eda tr\u01b0\u1edbc.<\/p>\n

B\u00e1o c\u00e1o thu nh\u1eadp s\u1eafp t\u1edbi c\u1ee7a Nvidia s\u1ebd l\u00e0 ch\u1ec9 s\u1ed1 ch\u00ednh cho t\u00ednh b\u1ec1n v\u1eefng c\u1ee7a \u0111\u1ed9ng l\u1ef1c do AI th\u00fac \u0111\u1ea9y n\u00e0y. Hi\u1ec7u su\u1ea5t c\u1ee7a n\u00f3 c\u00f3 th\u1ec3 g\u00e2y ra nh\u1eefng h\u1eadu qu\u1ea3 s\u00e2u r\u1ed9ng, kh\u00f4ng ch\u1ec9 \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn l\u0129nh v\u1ef1c c\u00f4ng ngh\u1ec7 m\u00e0 c\u00f2n \u0111\u1ebfn m\u1ed9t lo\u1ea1t c\u00e1c ng\u00e0nh c\u00f4ng nghi\u1ec7p hi\u1ec7n \u0111ang g\u1eafn li\u1ec1n v\u1edbi c\u00e2u chuy\u1ec7n v\u1ec1 AI.<\/p>\n<\/div>

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Ki\u1ec3m tra c\u00e1i kh\u00e1c tin t\u1ee9c AI<\/a> v\u00e0 c\u00e1c s\u1ef1 ki\u1ec7n c\u00f4ng ngh\u1ec7 ph\u1ea3i kh\u00f4ng? \u1edf \u0111\u00e2y trong AIfuturize<\/a>!<\/p>\n

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