{"id":3215,"date":"2024-07-08T14:43:08","date_gmt":"2024-07-08T14:43:08","guid":{"rendered":"https:\/\/aifuturize.com\/?p=3215"},"modified":"2024-07-08T14:43:08","modified_gmt":"2024-07-08T14:43:08","slug":"hedge-funds-shift-from-nvidia-to-palantir-super-micro-in-ai-bet","status":"publish","type":"post","link":"https:\/\/aifuturize.com\/vi\/ai-news\/hedge-funds-shift-from-nvidia-to-palantir-super-micro-in-ai-bet\/","title":{"rendered":"C\u00e1c qu\u1ef9 ph\u00f2ng h\u1ed9 chuy\u1ec3n t\u1eeb Nvidia sang Palantir, Super Micro trong AI Bet"},"content":{"rendered":"
\"nvidia\"<\/span><\/div>

C\u00e1c t\u1ef7 ph\u00fa c\u1ee7a qu\u1ef9 ph\u00f2ng h\u1ed9 t\u1eeb b\u1ecf Nvidia, n\u1eafm l\u1ea5y Palantir v\u00e0 m\u00e1y t\u00ednh si\u00eau vi m\u00f4 \u0111\u1ec3 thu \u0111\u01b0\u1ee3c l\u1ee3i nhu\u1eadn t\u1eeb AI<\/h1>\n

S\u1ef1 th\u1ed1ng tr\u1ecb c\u1ee7a Nvidia tr\u00ean th\u1ecb tr\u01b0\u1eddng chip AI l\u00e0 kh\u00f4ng th\u1ec3 ph\u1ee7 nh\u1eadn, nh\u01b0ng m\u1ed9t s\u1ed1 nh\u00e0 qu\u1ea3n l\u00fd qu\u1ef9 ph\u00f2ng h\u1ed9 n\u1ed5i ti\u1ebfng \u0111ang chuy\u1ec3n tr\u1ecdng t\u00e2m sang c\u00e1c c\u1ed5 phi\u1ebfu d\u1ef1a tr\u00ean AI kh\u00e1c v\u1edbi l\u1ee3i nhu\u1eadn t\u0103ng v\u1ecdt t\u1eeb \u0111\u1ea7u n\u0103m \u0111\u1ebfn nay.<\/p>\n

<\/h2>\n

\u0110a d\u1ea1ng h\u00f3a \u0111\u1ea7u t\u01b0 AI ngo\u00e0i Nvidia<\/h2>\n

Louis Bacon c\u1ee7a Moore Capital Management v\u00e0 Israel Englander c\u1ee7a Millennium Management, c\u1ea3 hai nh\u00e0 \u0111\u1ea7u t\u01b0 n\u1ed5i ti\u1ebfng, \u0111\u1ec1u \u0111\u00e3 gi\u1ea3m \u0111\u00e1ng k\u1ec3 l\u01b0\u1ee3ng n\u1eafm gi\u1eef Nvidia c\u1ee7a h\u1ecd trong qu\u00fd \u0111\u1ea7u ti\u00ean. Thay v\u00e0o \u0111\u00f3, h\u1ecd \u0111\u00e3 t\u0103ng c\u1ed5 ph\u1ea7n c\u1ee7a m\u00ecnh trong Palantir Technologies v\u00e0 Super Micro Computer, hai c\u00f4ng ty \u0111ang th\u00fac \u0111\u1ea9y l\u00e0n s\u00f3ng AI v\u1edbi hi\u1ec7u su\u1ea5t c\u1ed5 phi\u1ebfu \u1ea5n t\u01b0\u1ee3ng.<\/p>\n

C\u00e1c giao d\u1ecbch c\u1ee7a Englander \u0111\u1eb7c bi\u1ec7t \u0111\u00e1ng ch\u00fa \u00fd, do Millennium Management c\u00f3 th\u00e0nh t\u00edch v\u01b0\u1ee3t tr\u1ed9i so v\u1edbi S&P 500 v\u00e0 danh ti\u1ebfng l\u00e0 m\u1ed9t trong nh\u1eefng qu\u1ef9 ph\u00f2ng h\u1ed9 ho\u1ea1t \u0111\u1ed9ng t\u1ed1t nh\u1ea5t trong l\u1ecbch s\u1eed.<\/p>\n

<\/h2>\n

Palantir Technologies: M\u1ed9t c\u01b0\u1eddng qu\u1ed1c ph\u00e2n t\u00edch d\u1eef li\u1ec7u v\u1edbi tham v\u1ecdng AI<\/strong><\/h2>\n

Palantir chuy\u00ean v\u1ec1 ph\u00e2n t\u00edch d\u1eef li\u1ec7u, cung c\u1ea5p ph\u1ea7n m\u1ec1m h\u1ed7 tr\u1ee3 kh\u00e1ch h\u00e0ng ch\u00ednh ph\u1ee7 v\u00e0 th\u01b0\u01a1ng m\u1ea1i t\u00edch h\u1ee3p d\u1eef li\u1ec7u, ph\u00e1t tri\u1ec3n c\u00e1c m\u00f4 h\u00ecnh AI v\u00e0 m\u00e1y h\u1ecdc, \u0111\u1ed3ng th\u1eddi t\u1ea1o ra c\u00e1c \u1ee9ng d\u1ee5ng \u0111\u1ec3 n\u00e2ng cao kh\u1ea3 n\u0103ng ra quy\u1ebft \u0111\u1ecbnh. C\u00f4ng ty g\u1ea7n \u0111\u00e2y \u0111\u00e3 \u0111\u01b0a ra th\u1ecb tr\u01b0\u1eddng Tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o<\/a> N\u1ec1n t\u1ea3ng (AIP),<\/span> k\u1ebft h\u1ee3p c\u00e1c m\u00f4 h\u00ecnh ng\u00f4n ng\u1eef l\u1edbn v\u00e0 AI t\u1ed5ng qu\u00e1t v\u00e0o ph\u1ea7n m\u1ec1m hi\u1ec7n c\u00f3 c\u1ee7a n\u00f3.<\/p>\n

Trong khi m\u1ed9t s\u1ed1 nh\u00e0 ph\u00e2n t\u00edch ca ng\u1ee3i s\u1ee9c m\u1ea1nh c\u00f4ng ngh\u1ec7 c\u1ee7a Palantir, nh\u1eefng ng\u01b0\u1eddi kh\u00e1c v\u1eabn nghi ng\u1edd v\u1ec1 s\u1ef1 kh\u00e1c bi\u1ec7t c\u1ee7a n\u00f3 trong kh\u00f4ng gian AI t\u1ed5ng h\u1ee3p. K\u1ebft qu\u1ea3 t\u00e0i ch\u00ednh qu\u00fd \u0111\u1ea7u ti\u00ean c\u1ee7a c\u00f4ng ty r\u1ea5t kh\u1ea3 quan, v\u1edbi l\u01b0\u1ee3ng kh\u00e1ch h\u00e0ng t\u0103ng tr\u01b0\u1edfng m\u1ea1nh m\u1ebd v\u00e0 m\u1ee9c chi ti\u00eau t\u0103ng t\u1eeb c\u00e1c kh\u00e1ch h\u00e0ng hi\u1ec7n t\u1ea1i. Tuy nhi\u00ean, t\u1ed1c \u0111\u1ed9 t\u0103ng tr\u01b0\u1edfng doanh thu d\u1ef1 ki\u1ebfn c\u1ea3 n\u0103m gi\u1ea3m nh\u1eb9 \u0111\u00e3 khi\u1ebfn gi\u00e1 c\u1ed5 phi\u1ebfu gi\u1ea3m.<\/p>\n

<\/h2>\n

M\u00e1y t\u00ednh si\u00eau vi: D\u1eabn \u0111\u1ea7u th\u1ecb tr\u01b0\u1eddng m\u00e1y ch\u1ee7 AI<\/strong><\/h2>\n

Super Micro Computer v\u01b0\u1ee3t tr\u1ed9i trong vi\u1ec7c thi\u1ebft k\u1ebf n\u1ec1n t\u1ea3ng \u0111i\u1ec7n to\u00e1n hi\u1ec7u su\u1ea5t cao cho doanh nghi\u1ec7p v\u00e0 trung t\u00e2m d\u1eef li\u1ec7u \u0111\u00e1m m\u00e2y. Danh m\u1ee5c m\u1edf r\u1ed9ng c\u1ee7a n\u00f3 bao g\u1ed3m c\u00e1c m\u00e1y ch\u1ee7 v\u00e0 h\u1ec7 th\u1ed1ng l\u01b0u tr\u1eef \u0111\u01b0\u1ee3c t\u1ed1i \u01b0u h\u00f3a cho c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng AI v\u00e0 5G, th\u01b0\u1eddng c\u00f3 GPU Nvidia v\u00e0 CPU Intel.<\/p>\n

S\u1ef1 d\u1eabn \u0111\u1ea7u c\u1ee7a Supermicro trong th\u1ecb tr\u01b0\u1eddng m\u00e1y ch\u1ee7 AI b\u1eaft ngu\u1ed3n t\u1eeb kh\u1ea3 n\u0103ng s\u1ea3n xu\u1ea5t v\u00e0 thi\u1ebft k\u1ebf s\u1ea3n ph\u1ea9m theo m\u00f4-\u0111un, cho ph\u00e9p t\u1ea1o m\u1eabu v\u00e0 t\u00f9y ch\u1ec9nh nhanh ch\u00f3ng. C\u00e1ch ti\u1ebfp c\u1eadn t\u1eadp trung v\u00e0o k\u1ef9 thu\u1eadt c\u1ee7a c\u00f4ng ty cho ph\u00e9p c\u00f4ng ty nhanh ch\u00f3ng t\u00edch h\u1ee3p c\u00e1c c\u00f4ng ngh\u1ec7 m\u1edbi nh\u1ea5t v\u00e0o s\u1ea3n ph\u1ea9m c\u1ee7a m\u00ecnh, th\u01b0\u1eddng \u0111\u00e1nh b\u1ea1i c\u00e1c \u0111\u1ed1i th\u1ee7 c\u1ea1nh tranh tr\u00ean th\u1ecb tr\u01b0\u1eddng.<\/p>\n

V\u1edbi nhu c\u1ea7u v\u1ec1 ph\u1ea7n c\u1ee9ng AI t\u0103ng cao, th\u1ecb ph\u1ea7n c\u1ee7a Supermicro \u0111\u01b0\u1ee3c d\u1ef1 \u0111o\u00e1n s\u1ebd t\u0103ng \u0111\u00e1ng k\u1ec3. C\u00e1c nh\u00e0 ph\u00e2n t\u00edch Ph\u1ed1 Wall d\u1ef1 b\u00e1o thu nh\u1eadp c\u1ee7a c\u00f4ng ty s\u1ebd t\u0103ng tr\u01b0\u1edfng m\u1ea1nh m\u1ebd trong nh\u1eefng n\u0103m t\u1edbi, khi\u1ebfn m\u1ee9c \u0111\u1ecbnh gi\u00e1 hi\u1ec7n t\u1ea1i c\u1ee7a c\u00f4ng ty c\u00f3 v\u1ebb h\u1ee3p l\u00fd so v\u1edbi Palantir.<\/p>\n

<\/h2>\n

\u0110a d\u1ea1ng h\u00f3a trong b\u1ed1i c\u1ea3nh AI<\/strong><\/h2>\n

S\u1ef1 thay \u0111\u1ed5i chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ea7u t\u01b0 c\u1ee7a c\u00e1c t\u1ef7 ph\u00fa qu\u1ef9 ph\u00f2ng h\u1ed9 l\u00e0m n\u1ed5i b\u1eadt b\u1ed1i c\u1ea3nh AI \u0111ang ph\u00e1t tri\u1ec3n. Trong khi Nvidia v\u1eabn l\u00e0 nh\u00e2n t\u1ed1 ch\u1ee7 ch\u1ed1t, Palantir v\u00e0 Super Micro Computer \u0111\u01b0a ra nh\u1eefng con \u0111\u01b0\u1eddng thay th\u1ebf cho c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 mu\u1ed1n ti\u1ebfp c\u1eadn v\u1edbi s\u1ef1 b\u00f9ng n\u1ed5 AI. Tuy nhi\u00ean, gi\u1ed1ng nh\u01b0 b\u1ea5t k\u1ef3 kho\u1ea3n \u0111\u1ea7u t\u01b0 n\u00e0o, c\u1ea7n ph\u1ea3i th\u1eadn tr\u1ecdng, \u0111\u1eb7c bi\u1ec7t l\u00e0 khi Palantir \u0111\u01b0\u1ee3c \u0111\u1ecbnh gi\u00e1 cao.<\/p>\n<\/div>

Tham kh\u1ea3o th\u00eam c\u00e1c tin t\u1ee9c v\u00e0 s\u1ef1 ki\u1ec7n c\u00f4ng ngh\u1ec7 AI kh\u00e1c ngay \u1edf \u0111\u00e2y trong AIfuturize<\/a>!<\/p>\n

\n
<\/div>\n<\/div>\n<\/div><\/div><\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":3216,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[135],"tags":[618,615,619,143,616,617],"class_list":["post-3215","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ai-news","tag-ai-stocks","tag-hedge-funds","tag-investments","tag-nvidia","tag-palantir","tag-super-micro-computer"],"_links":{"self":[{"href":"https:\/\/aifuturize.com\/vi\/wp-json\/wp\/v2\/posts\/3215"}],"collection":[{"href":"https:\/\/aifuturize.com\/vi\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/aifuturize.com\/vi\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/aifuturize.com\/vi\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/aifuturize.com\/vi\/wp-json\/wp\/v2\/comments?post=3215"}],"version-history":[{"count":0,"href":"https:\/\/aifuturize.com\/vi\/wp-json\/wp\/v2\/posts\/3215\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/aifuturize.com\/vi\/wp-json\/wp\/v2\/media\/3216"}],"wp:attachment":[{"href":"https:\/\/aifuturize.com\/vi\/wp-json\/wp\/v2\/media?parent=3215"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/aifuturize.com\/vi\/wp-json\/wp\/v2\/categories?post=3215"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/aifuturize.com\/vi\/wp-json\/wp\/v2\/tags?post=3215"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}