Umugabane wa Nvidia wagabanutseho 4% Nyuma ya Raporo Yinjiza-Abashoramari 'Ibumoso bashaka byinshi'

Iyo Gutsinda Bidahagije: Ibyo Nvidia Yatanze Nyuma yo Kunguka Yigisha buri nyiri ubucuruzi

Mu mpera za Gashyantare 2025, Nvidia yatanze ibyo sosiyete nyinshi zishobora kurota gusa: raporo yerekana amafaranga yinjije amateka yavanyeho ibyavuzwe na Wall Street. Amafaranga yinjiye yiyongereyeho miliyari 39 z'amadolari y'igihembwe, inyungu zirazamuka, kandi icyifuzo cya chip ya AI cyakomeje guhaga. Hanyuma imigabane yagabanutseho 4%. Impamvu? Abashoramari bari, nkuko abasesengura babivuze vuba, "basigaye bashaka byinshi." Ubuyobozi ntabwo bwaturika bihagije. Impera ntizaguka vuba bihagije. Ejo hazaza, nubwo ari umucyo udasanzwe, ntabwo wacanye neza nkuko isoko yabitekerezaga. Ngiyo paradox yubucuruzi bugezweho bwo gukura cyane: urashobora gukora byose neza kandi ugakomeza kubura inkuru abantu bakubwira kuri wewe.

Kubucuruzi na ba rwiyemezamirimo 138.000+ bakoresha urubuga nka Mewayz kugirango bakore ibikorwa byabo bya buri munsi, umwanya wa Nvidia utanga isomo rifatika cyane kuruta ikintu cyose kiboneka mubinyamakuru byubucuruzi. Imbaraga zateye abashoramari bakomeye guhana isosiyete ikora amateka ni imbaraga zimwe zangiza bucece uburyo abashinze, abakora, n'abayobozi b'amakipe bapima intsinzi yabo. Gusobanukirwa itandukaniro riri hagati yimikorere n'ibiteganijwe - no kwiga kubicunga muburyo - bishobora kuba ubuhanga bwubucuruzi budashyigikiwe nigihe cya AI.

Umutego Witezwe: Impamvu Ibisubizo Byanditse Birashobora Kumva ko Kunanirwa

Imiterere ya Nvidia nurugero rwigitabo cyibyo abahanga mubukungu bwimyitwarire bita ibipimo byateganijwe . Isosiyete imaze guhora irusha ibiteganijwe, isoko ireka gufata ibyo bitwaye nkibimaze kugerwaho hanyuma igatangira kubiteka mubitekerezo byibanze. Nvidia yari yatsinze igereranyo cyinjiza mu gihembwe 11 gikurikiranye. Kugeza ku ya 12, abasesenguzi ntibabajije "bazatsinda ibyateganijwe?" - babazaga "bangahe?" Igisenge cyakomeje kuzamuka, kandi igihembwe icyo ari cyo cyose cyakuyeho gusa, aho kuyinyuramo, soma nko gutenguha.

Iyi ntabwo ari imyitwarire idahwitse. Nibintu byuzuzanya byo gukura-kurwego. Iyo isosiyete yinjije miliyari 130 z'amadolari yinjiza buri mwaka, gutanga 78% byumwaka-mwaka-mwaka-mibare biragoye mubiharuro kuruta uko byari byinjije miliyari 26 z'amadolari. Umubare wuzuye ukomeza kuzamuka; umuvuduko wubwiyongere bwijanisha amaherezo agomba kugenda gahoro. Ikibazo nuko ibiciro byamasoko mwijanisha, ntabwo byuzuye. Ubucuruzi bwiyongera kuri 78% bufatwa muburyo butandukanye nubucuruzi bugenda bwiyongera kuri 60%, kabone niyo aba nyuma binjiza amafaranga menshi cyane.

Kubafite ubucuruzi buciriritse na buciriritse bafite ubucuruzi, uyu mutego ugaragara ukundi ariko ntukwangiza. Irasa nuwashinze gutera intambwe yumuntu ku giti cye agahita ashyiraho iyindi 50% hejuru ataruhutse gusesengura icyatwaye icyambere. Birasa nkitsinda ryabacuruzi risoza igihembwe kandi rigahanwa muri morale mugihembwe gitaha ari cyiza gusa. Ikigereranyo nticyitaye kumiterere yawe. Yita gusa kuri trayectory.

AI Premium: Uburyo Hype ikora ubwoko butandukanye bwingaruka zubucuruzi

Igice kinini cyimpamvu ububiko bwa Nvidia butwara ibyifuzo nkibi ni uguhuza nubwenge bwubuhanga. Kuva mu mpera za 2022, AI yakwegereye urwego rwimari nigitekerezo kigoreka ibipimo ngenderwaho bisanzwe. Ikigereranyo cya Nvidia-ku-kwinjiza amafaranga yakoresheje igice kinini cya 2024 kizenguruka hagati ya 50 na 70 - urwego rudakora imikorere ikomeye gusa, ahubwo ni impinduka, imyaka icumi yiganje. Iyo utwaye igenamigambi nkiryo, buri guhamagarira guhamagarwa guhinduka referendum yo kumenya niba guhinduka bibaho byihuse.

Urusobe rwagutse rwa AI rwashizeho urwego rwubucuruzi bubiri. Ibigo mu buryo butaziguye mu bikorwa remezo bya AI - abakora semiconductor, abatanga ibicu, abakora ikigo cya data - bahura nigenzurwa ridasanzwe kuko igishoro kidasanzwe cyagiye kuri bo. Hagati aho, ubucuruzi mu zindi nzego burabazwa ikibazo gituje ariko cyihutirwa kimwe: Nigute ukoresha AI kugirango ukure? Abashoramari, inama, ndetse nabakiriya bagenda basuzuma ibigo bitari kubikorwa byubu gusa ahubwo no kubitegura bya AI.

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Ibi birema itegeko rifatika kubakoresha. Ubucuruzi bukoresha ibikoresho bikoreshwa na AI murwego rwakazi - gutangiza CRM gukurikirana, gutanga inyemezabuguzi mumasegonda, gukoresha umushahara ugabanije ibiciro byamakosa - ntabwo bikiza igihe gusa. Barimo kugabanya icyuho kiri hagati yimikorere yabo nubu nigitekerezo cyo hejuru. Amahuriro nka Mewayz, yashizemo automatike hamwe nubwenge bwakazi mubikorwa 207 byubucuruzi, byemerera abashoramari gufata neza imikorere ya AI badakeneye kubaka tekinoroji yihariye guhera.

Gucunga Ibivugwa: Ibyo Nvidia yabonye neza (hamwe nubucuruzi bushobora kwiga)

Nubwo igabanuka ryimigabane, ubuyobozi bwa Nvidia bwakoze ibintu byinshi cyane muburyo bwo kumenyekanisha ibisubizo byabo. Umuyobozi mukuru, Jensen Huang, yerekeje ku bijyanye n’umutwe w’igihe gito - harimo n’ibicuruzwa byoherezwa mu Bushinwa ndetse n’igihe ntarengwa cyo gukwirakwiza ibisekuruza bizaza bya Blackwell - aho kubapfukirana imvugo nziza. Yashimangiye ikiganiro mu buryo bwihariye: hejuru ya 70% y’amafaranga yinjira mu kigo cyari kimaze kuva mu bwubatsi bwa Blackwell mu gihembwe kimwe cyatangijwe. Ubwoko bwa granularity bwubaka kwizerwa nubwo bidakuraho guhindagurika.

Isomo kubakoresha ubucuruzi ni ibijyanye na disipuline yo gucunga neza inkuru. Ibigo byinshi - cyane cyane bito - bivugana cyane cyane mubisubizo ("twagize igihembwe gikomeye") aho kuba ubukanishi ("dore neza icyateye iterambere nibishobora kugabanya ukwezi gutaha"). Itumanaho-ibisubizo byonyine bikora kugeza igihe bitakozwe, kandi iyo imikorere yoroshye, ikinyuranyo cyo kwizerwa kiba kinini kuko ntamuntu numwe wasobanukiwe na moteri bihagije kugirango ahuze umuvuduko.

Kubaka sisitemu ituma ubukanishi bwawe bwubucuruzi bugaragara kandi bupimwa nigikorwa gihwanye nibyo Huang yakoze kuri uko guhamagarwa. Iyo buri shami - kuva HR kugeza gucunga amato kugeza kubakiriya - raporo zirwanya ibipimo bisobanutse, bihamye mugihe nyacyo, ubuyobozi burashobora kuvuga inkuru ihuje nubuzima bwubucuruzi. Ukwo gukorera mu mucyo ntabwo ari ingirakamaro imbere gusa; ni umutungo uhiganwa mugihe utera abashoramari, guha impano, cyangwa kuganira nabakiriya ba entreprise.

Imikorere Yingirakamaro: Gukura Amafaranga Yinjiza Utarinze Akajagari

Imwe mumateka atuje imbere yinjiza Nvidia yakoraga margin. Isosiyete yagumanye inyungu zidasanzwe nubwo yagabanutse vuba - ihuriro ibigo byinshi binanirwa gukomeza. Nkumutwe, gutanga urunana rugoye, hamwe na R&D amafaranga yaguka hamwe ninjiza, marge mubisanzwe iragabanuka. Ubushobozi bwa Nvidia bwo gufata intera hafi ya 57% yinjiza ibikorwa ni igice cyumurimo wacyo wo kwiharira ibiciro, ariko kandi biragaragaza imyitwarire ikora: kwibanda kubutunzi aho umutungo utwara agaciro.

Kubucuruzi busanzwe, gukomeza margin mugihe gikura bisaba uburyo bwimikorere. Ibi bivuze kubaka sisitemu ipima nta giciro cyiyongera. Reba uko ibi bisa mubikorwa:

• Inyemezabuguzi yishyurwa hamwe no gukusanya kwishyura ikora abakiriya 500 nimbaraga zimwe zitsinda ryasabwaga mbere kuri 50
• Sisitemu ya HR hamwe na sisitemu yo guhemba ikuraho ubwiyunge bwintoki kandi igabanya amakosa yubahirizwa nkumutwe wikubye kabiri

Buri kimwe muribi kigereranya ingingo - ahantu sisitemu ikora umurimo abantu bakoraga, ikabohora imari yabantu kubyemezo byingirakamaro. Ubucuruzi bwatsinze ubungubu ntabwo byanze bikunze abafite abantu benshi cyangwa inkunga nyinshi. Nibo ibikorwa remezo bipima mbere yinjiza, aho guhatanira gukomeza.

Niki "Gukubita Ibiteganijwe" Mubyukuri bisaba muri 2025

Ikibazo cya Nvidia gisubiramo ikibazo buri muyobozi wubucuruzi agomba kubaza buri gihe: Mubyukuri abafatanyabikorwa bangezeho iki? Ntabwo aribyo bavuga mumanama. Ntabwo ibyanditswe muri gahunda y'umwaka ushize. Imyitwarire yabo - ishoramari ryigihe, igishoro, kwitondera, ubudahemuka - bisobanura iki kubyo bizera ko ubucuruzi bushoboye?

Igisubizo gikenewe cyane kuruta abayobozi. Abakiriya bahuye nubunararibonye bwa digitale kuva muri porogaramu zabaguzi ubu bakoresha iyo ngingo kubacuruzi B2B. Abakozi babonye urungano bakoresha ibikoresho bya AI kugeza 10x umusaruro wabo bavuguruye ibyo bategereje kubakoresha. Abashoramari barebye ibigo bya software bigabanya imyaka 10 y'ubwihindurize mu mezi 18 barimo gusubiramo icyo "iterambere rikomeye" risobanura muri buri rwego.

Kuzuza ibyo bitezwe hejuru bisaba ibirenze intego nziza. Irasaba ibikorwa remezo bitanga ubudahwema, bipimye, kandi byihuta. Kubucuruzi butera imbere, bivuze:

1. Guhuriza hamwe amakuru kugirango ibyemezo bifatwe kubintu, ntabwo ari intuition cyangwa silos ishami
2. Gutangiza ibikorwa byisubiramo kugirango amakipe yibande kubidasanzwe, ingamba, nubusabane
3. Kwinjiza amakuru yimari, imikorere, nabakiriya muri raporo ihuriweho nubuyobozi bushobora gukora mumasaha, ntabwo ibyumweru
4. Kubaka sisitemu ihindagurika ya module ishobora kwaguka mubushobozi bushya - kubika, gusesengura, HR, e-ubucuruzi - bidasabye kwimuka kurubuga buri mezi 18
> Intego ntabwo ari imikorere gusa - ni uguha abashoramari urufatiro rwimiterere kugirango bahore barusha ibyo bateganya aho kwihutira gusobanura impamvu batabikoze.

Umukino muremure: Impamvu Imikorere irambye ikubita Hype iturika

Nvidia izakira. Burigihe burakora. Kugabanuka kwa 4% nyuma yinyandiko zinjiza byari, murwego rwimyaka myinshi yinzira, ibisobanuro ahagana hasi. Ariko kubucuruzi buciriritse, isomo ririhutirwa: ntukubake ibikorwa byawe byizunguruka. Ikitandukanya ubucuruzi bukoresha ibidukikije byiza kugirango bubake inyungu zirambye nizigenda gusa kumuraba no guhanuka iyo isubiye inyuma nubwiza bwibikorwa remezo byabo.

Imikorere irambye iratangaje cyane kuruta imitwe ikura. Nisosiyete ikora bucece kuri 30% buri mwaka mumyaka itandatu aho guturika kugera kuri 200% hanyuma igashya. Nuwashinze kubaka inzira zikora zitamufite, aho kuba icyuho kidasubirwaho cyo gutsinda kwe. Nitsinda ryohereza ibisubizo byizewe buri gihembwe nyuma yigihembwe kuko sisitemu zabo zibaha kugaragara neza, aho kuba ikipe ifite kimwe cya kane cyamamare hanyuma igatsitara igerageza gusobanura uko byagenze.

Isomo ryukuri rya Nvidia ntabwo ryerekeye ububiko cyangwa semiconductor. Byerekeranye no gutandukanya imikorere nimyumvire - nakazi ka organisation gasabwa kugirango icyuho gihore. Mwisi yubucuruzi aho buri mukoresha agengwa na verisiyo yo gutegereza, uruzitiro rwizewe ni ukubaka sisitemu ikomeye kuburyo ikomeza gukora neza, kabone niyo akabari gakomeza kugenda. Ako kazi gatangirana nibikorwa remezo wubaka uyumunsi, ntabwo ari umutwe wirukanye ejo.

Ibibazo bikunze kubazwa

Kuki ububiko bwa Nvidia bwagabanutse nubwo bwatangaje ko bwinjije?

Umugabane wa Nvidia wagabanutse hafi 4% kubera ko abashoramari bari bamaze kugura ibisubizo bidasanzwe - kandi ubuyobozi bwerekeje imbere ntabwo bwarenze ibyo byari byitezwe hejuru. Kuri Wall Street, igiciro cyimigabane kigaragaza ubushobozi buzaza, ntabwo ari imikorere yashize. Iyo imyumvire yisosiyete idashoboye kurenga cyane ibyo abasesenguzi bategereje, isoko irabyitwaramo nubwoba, nubwo ubucuruzi bwibanze bukora neza kuburyo budasanzwe kubipimo bifatika.

"abashoramari basize bashaka byinshi" mubyukuri bisobanura iki kuri nyir'ubucuruzi?

Bisobanura imyumvire irashobora kurenza ukuri kumasoko atwarwa numuvuduko. Kubafite ubucuruzi, isomo nuko gucunga ibiteganijwe ari ngombwa nko gutanga ibisubizo. Niba uhora usezeranya 10x ugatanga 8x, abafatanyabikorwa bumva bacitse intege - nubwo 8x idasanzwe. Gushiraho ibipimo byukuri, birambye aho guhiga impuha birinda icyizere cyigihe kirekire kandi ikizere cyabafatanyabikorwa kiruta kure cyane.

Nigute ubucuruzi buciriritse bwirinda umutego wo kwirukana ibipimo byiterambere byabashoramari?

Wibande ku iterambere rirambye, sisitemu iterwa no gukura kuruta igihembwe kugeza kuri kimwe cya kane. Ibikoresho nka Mewayz-sisitemu yubucuruzi ya 207-module iboneka kuri app.mewayz.com kumadorari 19 / ukwezi gusa - ifasha ba nyirubwite gukurikirana KPI zifite akamaro mubucuruzi, kugurisha, nibikorwa utibagiwe mubyukuri byubaka ubucuruzi bwiza. Iterambere nyaryo ripimirwa mu kugumana kwabakiriya, kunoza imipaka, no gukora neza, ntabwo ari umutwe winjiza gusa.

Ni irihe somo ryibanze ryubucuruzi duhereye kuri Nvidia nyuma yo kwinjiza ibicuruzwa?

Intsinzi igomba kumenyeshwa neza, kandi ibiteganijwe bigomba gucungwa neza. Ndetse imikorere yisi yose irashobora gusomwa nabi idafite imiterere ikwiye. Kuri ba rwiyemezamirimo, ibi bivuze guhuza itsinda ryanyu, abakiriya bawe, nabafatanyabikorwa hafi yintambwe zifatika no kwerekana iterambere rihamye. Waba urimo gutangiza cyangwa ucunga ikigo, urubuga rwubucuruzi rwubatswe nka Mewayz kuri app.mewayz.com irashobora kugufasha gukomeza gusobanuka no kubazwa kuri buri cyiciro cyiterambere.

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