Zotsatira za kotala za Nvidia zimaposa zomwe zikuyembekezeredwa pomwe nkhawa ikukwera pachuma cha AI 

Siginecha ya $43 Biliyoni: Zomwe Nvidia's Blockbuster Quarter Imauza Mwini Bizinesi Aliyense

Kampani imodzi ikapeza phindu la $ 43 biliyoni m'miyezi itatu yokha - pafupifupi kuwirikiza kawiri zomwe amapeza chaka ndi chaka - imasiya kukhala gawo lalikulu lamakampani ndikuyamba kukhala chizindikiro chachuma chachikulu. Zotsatira zandalama za Nvidia mu gawo lachinayi, zomwe ndalama zikukwera 73% mpaka $ 68.1 biliyoni, si nkhani chabe ya tchipisi ndi malo opangira data. Iwo ndi referendum ngati nzeru yokumba zikuimira kwambiri kusintha nsanja kusintha m'badwo, kapena mtengo kwambiri luso kubetcha m'mbiri yamakono. Yankho lake liri pafupifupi onse awiri - ndipo momwe bizinesi yanu idzakhalire m'miyezi 24 ikubwerayi zidzatsimikizira mbali ya equation imeneyo.

Ziwerengerozi ndizodabwitsadi. Ndalama zapachaka za Nvidia zatsika kuchoka pa $27 biliyoni mpaka $216 biliyoni m'zaka zitatu zokha. Akatswiri akuwonetsa kale kuti kampaniyo ipitilira ndalama zokwana $330 biliyoni chaka chamawa chokha. Amazon, Microsoft, Alphabet, ndi Meta pamodzi apereka pafupifupi $650 biliyoni pakugwiritsa ntchito zomangamanga za AI chaka chino. Ziwerengerozi sizongoyerekeza zochokera kwa anthu okhulupirira zam'tsogolo - ndizomwe zimaperekedwa kuchokera kumakampani anayi omwe ali ndi luso lazachuma padziko lonse lapansi. Zomangamanga zamakompyuta zatsopano zikutsanulidwa ngati konkriti, ndipo zikuwumitsidwa mwachangu.

Kumvetsetsa AI Infrastructure Gold Rush

Kuti mumvetse chifukwa chake zotsatira za Nvidia zili zofunika kwambiri kupitirira Wall Street, ganizirani kufanana kwa mbiri yakale komwe kumafanana kwambiri ndi nthawi ino: kukula kwa njanji m'zaka za m'ma 1800. Makampani omwe adayika njira - operekera zomangamanga - adatenga mtengo woyamba. Koma kusintha kwachuma kwanthawi yayitali kudachokera ku mabizinesi omwe adamanga maunyolo ogulitsa, ma network ogawa, ndi mafakitale atsopano pamwamba pazidazi. Nvidia akupanga njira. Funso la bizinesi iliyonse lero ndilakuti ngati akumangapo kanthu, kapena kuwonera papulatifomu.

Mtsogoleri wamkulu wa Nvidia Jensen Huang wakhala akufotokoza mobwerezabwereza AI kuti ali mu "magawo oyambirira" a zomangamanga. Ndi mitengo yakukula kwa ndalama osati kungogwira komakufulumira - kampaniyo ikukonzekera kukula kwa 77% chaka ndi chaka kwa kotala ya February-April - pali umboni wosatsutsika wakuti kukhazikitsidwa kwa makampani a AI kudakali m'mayambiriro ake oyambirira. Ma hyperscaler sakugula tchipisi kuti angoganiza. Akuwagula chifukwa makasitomala amabizinesi akusayina makontrakitala, kutumizira ntchito zochulukira, ndikupanga zobweza zomwe zimalungamitsidwa ndi mabizinesi asanu ndi atatu ndi asanu ndi anayi.

Kwa mabizinesi ang'onoang'ono ndi apakati, izi zimabweretsa kusamvana kwachilendo. Zomangamangazo zikumangidwa pamlingo womwe m'mbiri yakale udagwiritsa ntchito makampani a Fortune 500 okha. Koma mapulogalamu a AI omwe akukhala pamwamba pomwe zomangamanga zikufikirika kwambiri ndi mabizinesi omwe amagwira ntchito pagawo lililonse landalama. Kusiyana pakati pa zomwe ukadaulo ungachite ndi zomwe mabizinesi ambiri akuchita nazo sikunayambe kukulirakulirapo - kapena zotsatira zake.

Kukayika Ndikoyenera, Ndipo Sikusintha Zotsatira

Ngakhale Nvidia adapereka ziwerengero zomwe zidasokoneza zolosera za akatswiri, katundu wake poyambilira adakwera 4% pakugulitsa kwakanthawi kochepa asanatsika pang'ono pambuyo poti Huang adayimbanso. Ili si khalidwe lopanda nzeru lochokera kwa osunga ndalama osokonezeka - limasonyeza nkhawa yovomerezeka komanso yapamwamba. Funso siliri ngati AI ndi yeniyeni. Zili ngati madola mabiliyoni ambiri omwe atumizidwa abweretse phindu pazachuma pazachuma chonsecho, osati mkati mwa makina ogulira zida zamagetsi.

"Malonda a AI amafunikira nkhani zabwino ndipo lipoti lazachuma la Nvidia lidabweretsa zambiri" - Jake Behan, Mtsogoleri wa Capital Markets, Direxion. Koma nkhani zabwino za opanga chip zimangomasulira kukhala zotulukapo zabwino zamabizinesi omwe akupanga luso la AI muzochita zawo, osati kungowerenga mitu yankhani.

Kukayikakayika kokhudza kubweza kwa AI kwatsala pang'ono kukhazikika m'magawo ena. Kutumiza koyambirira komwe kumangoyang'ana zachilendo pazantchito - ma chatbots a AI omwe sanathe kuthana ndi milandu yakutsogolo, adapanga zomwe zimafunikira kusinthidwa kwamunthu, kapena makina omwe amasunga mphindi koma adayambitsa maola owongolera zolakwika - adatulutsa zowerengera zokhumudwitsa za ROI. Koma zoyambira zoyambirirazo zidamangidwa pamitundu yam'badwo woyamba ndi zomangamanga zomwe sizinafanane ndi zomwe zilipo masiku ano. Makampani omwe adachotsa AI potengera malingaliro a 2022 akupanga zisankho mwanzeru pogwiritsa ntchito zidziwitso zachikale.

Kodi $650 Biliyoni Zotani Zogwiritsa Ntchito AI pa Bizinesi Yogwira Ntchito

Pamene nsanja zinayi zazikuluzikulu zaukadaulo padziko lonse lapansi zimapanga $650 biliyoni ku zomangamanga za AI mchaka chimodzi, zotsatira zakutsika kwa mapulogalamu abizinesi ndizodziwikiratu: luntha lophatikizidwa mu chida chilichonse chomwe mumagwiritsa ntchito latsala pang'ono kusintha kwambiri, ndipo mtengo wanzeruzo ugwa. Uwu ndiye njira yomwe idaseweredwa ndi makina apakompyuta - AWS, Azure, ndi Google Cloud adamanga zomanga zodula zomwe pamapeto pake zidapangitsa kuti mabizinesi azitha kupeza mphamvu zamakompyuta pamtengo wochepa kwambiri wa mbiri yakale.

Zotsatira zake ndizokhazikika komanso zatsala pang'ono. Mabizinesi omwe amayendetsa CRM yawo, ma invoice, HR, payroll, ndi analytics pamayankho osalumikizidwa akupeza mtundu wangongole yaukadaulo. Kuthekera kwa AI kukakhala kokwanira kuti azitha kusintha magwiridwe antchito - kulumikiza kutembenuka kwamalonda kupita ku invoice kukusintha kwamalipiro ku metric yogwirira ntchito - mabizinesi omwe ali ndi ma stacks ogawanika amakumana ndi zophatikizira zodula kapena kusamuka kokwera mtengo. Mabizinesi omwe ali ndi nsanja zogwirira ntchito ali ndi mwayi wotengera kukweza kwa AI popanda kukangana kochepa.

Apa ndipamene mapulaneti ngati Mewayz amapangidwa kuti apereke mwayi wowonjezera. Ndi ma module ophatikizika 207 oyambira CRM, ma invoice, malipiro, HR, kasamalidwe ka zombo, kusanthula, ulalo-mu-bio, ndi kusungitsa, Mewayz imapatsa mabizinesi malo amodzi ogwirira ntchito pomwe nzeru za AI zitha kugwira ntchito. Chidziwitso chanu cha CRM chikadziwitsa zomwe mumalipira ndipo kalendala yanu yosungitsa ikulumikizana ndi dongosolo lanu la zombo, AI sikuti imangopanga ntchito payokha - imakwaniritsa bizinesi yonse. Nzeru zamtunduwu sizitheka ngati zida zanu sizikulankhulana.

Kugawanika Kweniyeni: AI Consumers vs. AI Operators

Chuma cha AI chikupanga kale kugawikana kwatanthauzo pakati pa mitundu iwiri yamabizinesi: omwe amagwiritsa ntchito AI ngati gawo (pogwiritsa ntchito chatbot apa, jenereta wazinthu pamenepo) ndi omwe amagwira ntchito ndi AI ngati kuthekera kophatikizidwa pamayendedwe awo. Gulu loyamba likukumana ndi zokolola zochepa. Gulu lachiwiri likumanga mabizinesi amtundu wina - momwe nzeru ndizofunikira kwambiri pakugwira ntchito m'malo mogwiritsa ntchito mwa apo ndi apo.

Ganizirani momwe "kugwira ntchito ndi AI" kumawonekera kwenikweni pamabizinesi:

• Kasamalidwe ka maubwenzi ndi makasitomala omwe amawonekera pamaakaunti omwe ali pachiwopsezo zokambirana zisanayambike mwachangu, osati zitatha kale
• Mainvoyisi ndi kayendedwe ka ndalama zomwe zimalosera nthawi yolipira malinga ndi mbiri yamakasitomala ndikuwonetsetsa kuti pali kusiyana pakati pazovuta zomwe zingachitike zisanayambike
• HR ndi payroll zomwe zimazindikiritsa ogwira ntchito omwe ali pachiwopsezo paulendo wa pandege potengera momwe amagwirira ntchito komanso kuchuluka kwa ntchito, osati kungosiya ndemanga
• Fleet and logistics yomwe imayendanso mosinthika kutengera kusintha kwanthawi yeniyeni osati kukhathamiritsa kwa nthawi yokhazikika
• Madashboards a analytics omwe amatulutsa matanthauzidwe atsatanetsatane azomwe zikuchitika, osati ma chart okha omwe amafunikira katswiri wa data kuti adziwe
• Makina osungitsa malo omwe amaphunzira zokonda ndi kudzaza mipata yamakalendala mwachangu ndi maapointimenti apamwamba
• Ulalo-mu-zamoyo ndi machitidwe azinthu zomwe zimagwirizanitsa deta ya khalidwe la omvera kubwerera ku zotsatira za ndalama osati zopanda pake

Palibe chilichonse mwa izi chomwe chimafuna gulu la sayansi ya data kapena mtundu wokhazikika. Amafuna zambiri zogwirira ntchito zomwe zili pakati, zoyera, komanso zolumikizidwa - zomwe ndizomwe mabizinesi omwe ali ndi nsanja zolumikizana monga Mewayz ali ndi mwayi wokulirapo pomwe luso la AI likupitilira kukula pamwamba pa zomangamanga zomwe Nvidia akuthandizira.

Ubwino Wowonjezera Wochita Pano

Chimodzi mwazinthu zomwe zimaganiziridwa mosadukiza pakusintha kwaukadaulo waukadaulo ndi kuchuluka kwazinthu zoyambira zogwirira ntchito. Mabizinesi omwe adayamba kuyika zambiri zamakasitomala mu makina a CRM mchaka cha 2015 sanangopindula ndi malipoti abwinoko - adapanga ma data omwe masiku ano amathandizira magawo oyendetsedwa ndi AI, kuneneratu za churn, ndikusintha makonda pamtundu womwe omwe amachedwa sangabwereze mwachangu. Kusinthasintha komweku kukuchulukirachulukira ndi data yokhazikika ya AI.

Mewayz imathandizira kale ogwiritsa ntchito 138,000 padziko lonse lapansi omwe akupanga data yolumikizidwa yolumikizana pamabizinesi awo tsiku lililonse. Pamene mphamvu za AI zophatikizidwa mu mapulogalamu abizinesi zikupitilirabe bwino - ndipo momwe Nvidia akuyendera zikuwonekeratu kuti maziko omwe amathandizira kuwongolera uku akuchulukirachulukira, osati kukwera - ogwiritsa ntchitowo akumanga maziko a data omwe adzawonjezera phindu. Bizinesi yomwe ikuyenda mwezi wake wachisanu ndi chinayi papulatifomu yolumikizana ili ndi data yabwinoko ya AI kuposa bizinesi yomwe ikuyenda mwezi wake woyamba. Kuyamba pambuyo pake sikungotanthauza kuyambanso pambuyo pake - kumatanthawuza kugwera m'mbuyo pamapindikira omwe akupendekera.

Kuyenda pa Hype Popanda Kusiyidwa Kumbuyo

Mkhalidwe wowopsa kwambiri pakusintha kwaukadaulo weniweni si kutengeka - ndiko kusuliza komwe kumapangitsa kusachitapo kanthu. Ogulitsa omwe adakhalabe okayikira za Nvidia ngakhale atachita kuswa mbiri motsatizana sizinali zolakwika kugwiritsa ntchito kuwunika. Koma mabizinesi omwe adalola kukayikira komweko kuti aletse njira iliyonse yotengera AI tsopano akuyesera kuti akwaniritse pomwe njira yokhotakhota ikukwera pansi pawo.

Mchitidwe wothandiza wa eni mabizinesi omwe amawunika ndalama za AI sizovuta. Funso siliri loti mutenge AI - sitimayo yayenda. Funso ndilakuti ngati maziko anu ogwirira ntchito ali ndi mwayi wotengera luso la AI pamene akuyenda bwino, kapena ngati mudzafunika kumanganso maziko mukaganiza zomanga pamwamba pake. Kuphatikizika kwa magwiridwe antchito sikukonzekeretsa tsogolo la AI longoyerekeza - ndichofunika choyambirira kuti tipikisane bwino ndi bizinesi yomwe ikumangidwa kale.

Kota ya phindu la Nvidia la $43 biliyoni ndi zinthu zambiri: mbiri yazachuma, chizindikiro chamsika, nkhani yogulitsira, komanso mkangano wamabizinesi. Koma kwa ogwira ntchito zamabizinesi omwe amayang'ana kwambiri kumanga makampani okhazikika, zimawerengedwa bwino ngati chitsimikiziro kuti zomangamanga zomwe zimathandizira nthawi yotsatira yanzeru zamabizinesi sizongopeka komanso sizingasinthidwe. Monga Jensen Huang adanenera momveka bwino kuti: "AI ili pano, AI sindibwerera." Mabizinesi omwe akuyenda bwino m'zaka zisanu sadzakhala omwe adaneneratu kuti - ndi omwe adapanga ntchito zawo pamapulatifomu omwe amatha kujambula mtengowo ikafika.

Mafunso Ofunsidwa Kawirikawiri

Kodi zotsatira zophwanya mbiri ya Nvidia kotala zimatanthauza chiyani kwa eni mabizinesi atsiku ndi tsiku?

Phindu la Nvidia la $ 43 biliyoni likuwonetsa kuti ndalama zamabizinesi mu AI zikuchulukirachulukira kwambiri kuposa kale. Kwa eni mabizinesi, izi zikutanthauza kuti zida za AI zikukhala zamphamvu kwambiri, zopezeka mosavuta, komanso zotsika mtengo kotala lililonse. Makampani omwe amatengera nsanja zoyendetsedwa ndi AI tsopano - monga Mewayz, OS ya bizinesi yama module 207 yomwe ikupezeka $19 / mwezi pa app.mewayz.com - akudziyika patsogolo pakusintha komwe kwasintha kale mafakitale onse.

Kodi kuchulukira kwa AI ndikokhazikika pazachuma kapena kuphulika kongoyerekeza?

Mtsutsowu ndi weniweni, koma kuchuluka kwa ndalama kwa Nvidia 73% motsogozedwa ndi ndalama zenizeni zamabizinesi - osati zongoyerekeza - zikuwonetsa kufunikira kwenikweni. Mosiyana ndi ma hype a dot-com-era, ndalama zamasiku ano za AI zimamangiriridwa ku zokolola zoyezeka. Mabizinesi omwe akutumiza AI pantchito, kutsatsa, ndi ntchito zamakasitomala akuwonetsa kutsika mtengo kwenikweni. Funso siliri ngati AI imapanga phindu, koma ngati bizinesi yanu ikugwirabe chilichonse.

Kodi mabizinesi ang'onoang'ono ndi apakati angapikisane bwanji ndi chuma chomwe chikuchulukirachulukira ndi zimphona za AI?

Ubwino wanthawi ya AI wapano ndikuti kuthekera kwa mabizinesi tsopano kulipo pamitengo yamabizinesi ang'onoang'ono. Mapulatifomu ngati Mewayz (app.mewayz.com) amaphatikiza ma module opitilira 207 - kuchokera ku CRM kupita ku e-commerce kupita ku analytics - mpaka $19 imodzi / mwezi wolembetsa. Ma SMB safunikiranso bajeti za Nvidia kuti athandizire AI; amafunikira zida zoyenera komanso kufunitsitsa kuzitsatira asanachite nawo mpikisano.

Kodi eni mabizinesi akuyenera kukhudzidwa ndi ziwopsezo zomwe zikuchulukirachulukira kuzungulira chuma cha AI?

Kukayikakayika kwaumoyo ndikoyenera. Chiwopsezo chokhazikika, mtengo wamagetsi, kusatsimikizika kwamalamulo, ndi mikangano yazandale mozungulira ma chip chain ndi nkhawa zomveka. Komabe, chiwopsezo chachikulu kwa eni mabizinesi ambiri ndichosachita. Ngakhale mphamvu zazikuluzikulu zikuyenda pamlingo wa madola thililiyoni, mwayi wothandiza udakali woonekeratu: phatikizani AI ndi kayendedwe kanu ka ntchito tsopano, sungani ndalama zowonongeka ndi zothetsera monga Mewayz pa $ 19 / mwezi, ndipo khalani osinthika pamene malo akusintha.