- Amakhadi emizobo ye-NVIDIA abone ukunyuka kwamaxabiso ukuya kuthi ga kwi-15% kwihlabathi jikelele, kuchaphazela zombini iimodeli zabathengi kunye neetshiphusi zobungcali.
- Ukunyuka kwexabiso kunxulunyaniswa neerhafu, izithintelo zokuthumela ngaphandle eU.S, kunye neendleko eziphezulu zemveliso ngenxa yokufuduswa kwemisebenzi.
- Impembelelo ibonakala ngokukodwa kwi-RTX 5090 series kunye ne-AI chips ezifana ne-H200 kunye ne-B200, ezichaphazela abathengi kunye namashishini.
- Imeko inokolulwa, njengoko nakuphi na ukuncitshiswa kwerhafu kuya kuthatha ixesha ukubonakaliswa kumaxabiso abathengi.
El Amaxabiso ekhadi lemifanekiso ye-NVIDIA ayaqhubeka nokunyuka ngo-2025, ukuvelisa inkxalabo phakathi kwabadlali kunye neengcali. Kwiinyanga ezimbalwa ezidlulileyo, abathengi bazibonele ngokwabo ukuba njani Iindleko zokufumana ii-GPU zophawu ziyaqhubeka nokunyuka, eye yavuselela ingxoxo malunga nezinto eziqhubela phambili amaxabiso ezi zixhobo zifunwa kakhulu.
Ukunyuka kwexabiso akukhawulelwanga kwimodeli ethile; Yintsingiselo echaphazela lonke uluhlu (nakwezinye iinkampani ezifana noXbox), ukusuka kumakhadi emizobo ethandwayo ukuya kwiichips ezinamandla ezisetyenziswa kubukrelekrele bokwenziwa. Le meko yenza nzima ubomi kubo bobabini abathanda i-hardware kunye neenkampani ezixhomekeke kwiinkqubo eziphucukileyo zokusebenza kunye neeprojekthi ze-AI.
Iintlawulo kunye neendleko zemveliso: oonobangela abaphambili bokunyuka kwamaxabiso
Okwangoku i-NVIDIA ilungelelanise amaxabiso amakhadi ayo emizobo, ukubanyusa phakathi kwe-5% kunye ne-15% kwiimarike eziphambili zamazwe ngamazwe. Imvelaphi yolu lwando inxulumene kakhulu nezithintelo zokuthumela ngaphandle ezibekwe yi-United States kunye nemfazwe yorhwebo ne-China (eye yabangela ukuba ukunyuka kwamaxabiso kwiimveliso ze-Apple).
Inkampani iye yanyanzeleka ukuba hambisa inxalenye yemveliso yayo kumhlaba wase-US, eye yanda iindleko kakhulu. Phakathi kwezona GPU zichaphazelekayo yi GeForce RTX 5090, que sele idlule kwi-$2.500 kwiivenkile ezininzi, ngelixa yonke i-RTX 50 series nayo ifumene ukonyuka okuphawulekayo, nangona kuncinci.
Umkhwa awuphelelanga kwiimveliso ezijolise ekudlaleni. Kumacandelo eengcali, ngakumbi kwindawo yeshishini kunye neziko ledatha, Iiyunithi ze-H200 kunye ne-B200 ezijoliswe kubukrelekrele bokwenziwa banamava ukwanda ukuya kuthi ga kwi-15%.
Oku kunyuka kwexabiso akuchaphazeli kuphela umsebenzisi wokugqibela, kodwa kwakhona inyanzelisa ababoneleli beeseva kunye nezixhobo ezikhethekileyo ukuba bahlaziye iireyithi zabo kunye nohlahlo lwabiwo-mali, enokukhokelela kwimpembelelo ye-domino kwiinkonzo ezisekelwe kwi-AI kunye neemveliso.
Ngaba imeko yayinokutshintsha? Isiphumo sothethathethwano lwamazwe ngamazwe
Ngaphandle kwe- ifuthe elibi kwiipokotho zabathengi, Inkqubela phambili yamva nje kwizivumelwano zorhwebo inokuchaphazela iintsingiselo zexabiso. Isivumelwano esitsha phakathi kwe-United States ne-China siye sabhengezwa, esibandakanya a ukucuthwa komrhumo ukuya kuthi ga kwi-115% kunye nonqumamiso lweentsuku ezingama-90 kuyo nayiphi na intlawulo eyongezelelweyo esetyenziswayo.
Nangona kunjalo, iingcali zilumkisa ukuba olu tshintsho lufuna ixesha lokudluliselwa kwikhonkco lokusabalalisa, ngoko Amaxabiso akhoyo anokuhlala ephezulu kwiikota ezininzi.
Malunga ne imfuno, i-market ye-GPU ihlala yomelele, ngakumbi kwi-intelligence yokufakelwa kunye nezicelo zeziko ledatha. Nangona kunjalo, Uxinzelelo lwezelizwe kunye nokungaqiniseki kwezoqoqosho ukuqhubeka nokuba nefuthe kwicandelo, ukubamba nakuphi na ukuhla kwexabiso okubalulekileyo okunokwenzeka kwixesha elifutshane. Abo basebenzisi bebelindele ukulungiswa ngokukhawuleza kwiindleko kuya kufuneka zixhobise ngomonde, ekubeni ngoku yonke into ibonisa ukuba Uzinzo kumaxabiso aphezulu yeyona nto iphambili.
Ukudityaniswa kweerhafu, utshintsho kwimveliso, kunye nomxholo wamazwe ngamazwe zisemva kweentlawulo eziqhubekayo ukunyuka. Nangona kukho ithemba lokuphucula kwixesha eliphakathi, zombini abadlali kunye neenkampani kufuneka balungiselele indawo apho I-NVIDIA GPUs iya kuhlala ikumaxabiso aphezulu kakhulu de iimeko zehlabathi zivumele uzinzo lokwenyani.
Ndingumntu othanda itekhnoloji ojike umdla wakhe we "geek" waba ngumsebenzi. Ndichithe ngaphezulu kweminyaka eli-10 yobomi bam ndisebenzisa itekhnoloji yokusika kwaye ndikhenkceza ngazo zonke iintlobo zeenkqubo ngenxa yokufuna ukwazi okumsulwa. Ngoku ndiqeqeshelwe ubugcisa bekhompyutha nakwimidlalo yevidiyo. Oku kungenxa yokuba ngaphezu kweminyaka emi-5 ndibhalela iiwebhusayithi ezahlukeneyo kwitekhnoloji kunye nemidlalo yevidiyo, ndisenza amanqaku afuna ukukunika ulwazi oludingayo ngolwimi oluqondakalayo kuye wonke umntu.
Ukuba unayo nayiphi na imibuzo, ulwazi lwam lusuka kuyo yonke into enxulumene nenkqubo yokusebenza yeWindows kunye ne-Android yeefowuni eziphathwayo. Kwaye ukuzinikela kwam kukuwe, ndihlala ndikulungele ukuchitha imizuzu embalwa kwaye ndikuncede usombulule nayiphi na imibuzo onokuba nayo kweli lizwe le-intanethi.