\n\u00cencrederea de pe Wall Street \u00een boomul inteligen\u0163ei artificiale, motorul care a propulsat bursele americane la maxime istorice, va fi pus\u0103 la \u00eencercare miercuri, odat\u0103 cu publicarea rezultatelor financiare trimestriale ale gigantului Nvidia, scrie Financial Times.<\/p>\n
\nCompania, devenit\u0103 cea mai valoroas\u0103 firm\u0103 listat\u0103 din lume, a dep\u0103\u015fit \u00een 2025 pragul de 4 trilioane de dolari \u015fi a \u00eenregistrat o cre\u015ftere de peste 30% doar \u00een acest an. Datorit\u0103 dimensiunii sale uria\u015fe, Nvidia a fost unul dintre principalii factori care au alimentat avansul de 9% al indicelui S&P 500.<\/p>\n
\nInvestitorii mizeaz\u0103 c\u0103 entuziasmul pentru tehnologiile AI \u2013 care a \u00eempins \u00een sus \u015fi gigan\u0163i precum Microsoft, Amazon sau Palantir \u2013 va continua s\u0103 domine economia global\u0103 \u00een urm\u0103torii ani. \u201eNu e doar o ac\u0163iune singular\u0103\u201d, explic\u0103 Arun Sai, manager de portofoliu la Pictet Asset Management. \u201eEste un fenomen care se cite\u015fte \u00een toat\u0103 economia.\u201d<\/p>\n
\n\u00cens\u0103 optimismul vine la pachet cu temeri privind supraevaluarea sectorului tech. Nasdaq 100 se tranzac\u0163ioneaz\u0103 acum la un multiplu de 28 de ori c\u00e2\u015ftigurile estimate, fa\u0163\u0103 de media de 22 din ultimii 25 de ani. Nvidia atinge chiar un raport de 40 de ori c\u00e2\u015ftigurile viitoare, potrivit FactSet.<\/p>\n
\nS\u0103pt\u0103m\u00e2na trecut\u0103, ac\u0163iunile companiilor tehnologice au sc\u0103zut dup\u0103 un raport sumbru al MIT \u015fi o serie de declara\u0163ii prudente din partea lui Sam Altman, CEO al OpenAI, care au pus sub semnul \u00eentreb\u0103rii euforia prelungit\u0103 din sector.<\/p>\n
\nMul\u0163i anali\u015fti privesc rezultatele Nvidia ca pe un raport economic de importan\u0163\u0103 global\u0103, capabil s\u0103 mi\u015fte pie\u0163ele. \u201eNu e doar faptul c\u0103 Nvidia e o de\u0163inere mare. Ei sunt locomotiva trenului AI. Toat\u0103 lumea analizeaz\u0103 fiecare cuv\u00e2nt al lor\u201d, spune Jon Zauderer, director la Citigroup.<\/p>\n
\nDaniel Newman, CEO al The Futurum Group, avertizeaz\u0103 c\u0103 o \u201esurpriz\u0103 nea\u015fteptat\u0103\u201d \u2013 fie pe partea de venituri, fie pe cea de prognoz\u0103 \u2013 \u201ear fi cea mai rapid\u0103 cale de a trimite pia\u0163a \u00eentr-o spiral\u0103 descendent\u0103\u201d.<\/p>\n
\nClien\u0163ii principali ai Nvidia \u2013 Microsoft, Google, Meta \u015fi Amazon \u2013 au anun\u0163at investi\u0163ii masive \u00een infrastructura AI, cu cheltuieli estimate s\u0103 ating\u0103 350 de miliarde de dolari doar \u00een 2025.<\/p>\n
\nNvidia furnizeaz\u0103 procesoarele grafice esen\u0163iale pentru antrenarea modelelor de inteligen\u0163\u0103 artificial\u0103 care stau la baza unor produse precum ChatGPT de la OpenAI sau Gemini de la Google.<\/p>\n
\u00cencrederea de pe Wall Street \u00een boomul inteligen\u0163ei artificiale, motorul care a propulsat bursele americane la maxime istorice, va fi pus\u0103 la \u00eencercare miercuri, odat\u0103 cu publicarea rezultatelor financiare trimestriale ale gigantului Nvidia, scrie Financial Times. Compania, devenit\u0103 cea mai valoroas\u0103 firm\u0103 listat\u0103 din lume, a dep\u0103\u015fit \u00een 2025 pragul de 4 trilioane de dolari […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[510],"tags":[7172,10880,5438,13906,272,188,442,436,7176,518,464,10839],"class_list":["post-239600","post","type-post","status-publish","format-standard","hentry","category-actualitate","tag-actiuni","tag-ai","tag-amazon","tag-cipuri","tag-companie","tag-economie","tag-microsoft","tag-nvidia","tag-raport","tag-rezultate","tag-viitor","tag-wall-street"],"_links":{"self":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/239600","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=239600"}],"version-history":[{"count":0,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/239600\/revisions"}],"wp:attachment":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=239600"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=239600"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=239600"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}