Mhedzisiro yekota yeNvidia inodarika fungidziro sezvo kunetseka kuchikwira pamusoro pehupfumi hweAI 

Iyo $43 Bhirioni Chiratidzo: Zvinoudzwa Nvidia's Blockbuster Quarter Yese Muridzi Webhizinesi

Kana kambani imwe chete ikawana mabhiriyoni makumi mana nematatu emadhora mupurofiti mumwedzi mitatu chete - ingangoita zvakapetwa kaviri mihoro yayo gore nepamusoro-gore - inomira kuve chiitiko chakakosha chekambani uye inotanga kuve chiratidzo chehupfumi hukuru. Nvidia's yemari yechina-kota mhedzisiro, iyo yakaona mari ichikwira 73% kusvika $68.1 bhiriyoni, haingori nyaya yemachipisi nenzvimbo dzedhata. Ivo ireferendamu yekuti hungwaru hwekugadzira hunomiririra shanduko yepuratifomu yakanyanya muchizvarwa, kana bheji yetekinoroji inodhura zvakanyanya munhoroondo yemazuva ano. Mhinduro, zvinozoratidza kuti dzinenge dziri mbiri — uye kuti bhizinesi rako richamira sei mumwedzi 24 inotevera zvicharatidza kuti nderipi divi reequation yaunosvika pairi.

Nhamba dzacho dziri kushamisa chaizvo. Mari yegore negore yaNvidia yakazununguka kubva pamadhora 27 bhiriyoni kusvika kumadhora mazana maviri nemakumi maviri nematanhatu mumakore matatu chete. Vanoongorora vari kutofungidzira kuti kambani ichapfuura madhora mazana matatu nemakumi matatu emadhora emari mukati megore rinotevera remari chete. Amazon, Microsoft, Alphabet, uye Meta vakabatana vakazvipira madhora mazana matanhatu nemakumi mashanu emadhora mukushandisa kweAI zvivakwa gore rino. Huwandu uhu hausi fungidziro kubva kune vane tariro mune ramangwana - zvitsidzo zvekushandisa mari kubva kumakambani mana epasi rose ane hunyanzvi hwekuita zvemari. Zvivakwa zvenguva itsva yekombuta iri kudururwa sekongiri, uye iri kuoma nekukurumidza.

Kunzwisisa iyo AI Infrastructure Goridhe Rush

Kuti unzwisise kuti sei mhedzisiro yaNvidia ichikosha kupfuura Wall Street, funga nezve nhoroondo inofananidzwa zvakanyanya neino nguva: kuwedzera njanji kwema1800s. Makambani anoisa track - ivo vanopa zvivakwa - vakatora yekutanga wave kukosha. Asi shanduko yehupfumi inogara iripo yakabva kumabhizinesi akavaka cheni dzekugovera, network yekugovera, uye maindasitiri matsva pamusoro pezvivakwa izvi. Nvidia ari kuronga track. Mubvunzo webhizinesi rega rega nhasi ndewekuti vari kuvaka chimwe chinhu pairi, kana kuona vari papuratifomu.

Mukuru weNvidia Jensen Huang akadzokorora akatsanangura AI se "mukutanga" kwekuvaka. Nemitengo yekukura kwemari kwete kungobata chete asi inowedzera - kambani inoronga 77% gore-pamusoro-gore kukura kwechikamu chaFebruary-Kubvumbi - pane humbowo hunopwisa hwekuti bhizinesi AI kutorwa kuchiri mukutanga innings. Iwo hyperscalers haasi kutenga machipisi ekufungidzira. Vari kuzvitenga nekuti vatengi vemabhizinesi vari kusaina makondirakiti, kuendesa mabasa akawanda, uye kuunza mabhenefiti anopembedza sere nepfumbamwe-nhamba yekudyara kwezvivakwa.

Kumabhizinesi madiki nepakati, izvi zvinounza kunetsana. Zvivakwa izvi zviri kuvakwa pamwero wakamboshanda makambani eFortune 500 chete. Asi iyo AI zvikumbiro zvakagara pamusoro izvo zvivakwa zviri kuwedzera kuwanikwa kumabhizinesi anoshanda pane chero chikamu chemari. Mukaha uripo pakati pezvingaitwe tekinoroji uye izvo mabhizinesi mazhinji ari kuita nawo hausati wambopamhama - kana zvakanyanya kukosha.

Kupokana Kune Mufungo, uye Hakushandure Mubairo

Kunyangwe Nvidia paakaunza nhamba dzakadzima fungidziro yevaongorori, stock yayo yakatanga yakakwira 4% mukutengesa kwemaawa mushure isati yatsvedza zvishoma mushure mekufona kwaHuang. Aya haasi maitiro asina musoro kubva kune vakavhiringidzika vanoisa mari - inoratidza kunetseka kuri pamutemo uye kwakaoma. Mubvunzo hausi wekuti AI ndeyechokwadi here. Inyaya yekuti matiririyoni emadhora ari kuendeswa achaunza kudzoka kwakaenzana kwehupfumi muhupfumi hwakazara, kwete mukati meiyo hardware keteni.

"Kutengeserana kweAI kwaida nhau dzakanaka uye mari yaNvidia yakaunza yakawanda" - Jake Behan, Musoro weCapital Markets, Direxion. Asi nhau dzakanaka dzevagadziri vemachipisi dzinongoshandura kuva zvibereko zvakanaka kumabhizinesi ari kushingaira kuvaka kugona kweAI mukushanda kwavo, kwete kungoverenga misoro yenhau.

Kupokana kune hutano pamusoro pekudzoka kweAI kwepedyo-nguva kwakavakirwa mune mamwe masekete. Kutumirwa kwekutanga kwaitarisana neunyowani pamusoro pekushandisa - AI chatbots yaisakwanisa kubata machesi, yakagadzira zvemukati zvaida kurongeka kwevanhu, kana otomatiki iyo yakachengetedza maminetsi asi yakaunza maawa ekugadzirisa kukanganisa - yakagadzira zvinoodza mwoyo kuverenga kweROI. Asi izvo zvekutanga zviitwa zvakavakwa pamhando dzechizvarwa chekutanga uye zvivakwa izvo zvaisafanana nezviripo nhasi. Makambani akadzinga AI zvichibva pa2022 proof-of-concepts ari kuita sarudzo dzehungwaru vachishandisa data rekare.

Ndeipi $650 Bhiriyoni muAI Kushandisa Nzira dzeKushanda Bhizinesi

Kana mapuratifomu mana makuru etekinoroji pasi rose akabatana $650 bhiriyoni kune AI zvivakwa mugore rimwe chete, kudzika kwakadzika kwebhizinesi software inofanotaurwa: hungwaru hwakaiswa muchishandiso chese chaunoshandisa chave kuda kuvandudza zvakanyanya, uye mutengo wehungwaru ihwohwo huchadonha. Iyi ndiyo patani yakatamba necloud computing - AWS, Azure, uye Google Cloud vakavaka zvivakwa zvinodhura izvo zvakazoita kuti simba remakomputa rakanyanyisa kuwanikwa kumabhizinesi nechidimbu chemutengo wekare.

Mashandisiro ekuita ari kongiri uye ari pedyo-nguva. Mabhizinesi anomhanyisa CRM yavo, invoicing, HR, payroll, uye analytics pane yakabviswa mapoinzi mhinduro ari kuunganidza fomu yechikwereti chehunyanzvi. Kana kugona kweAI kuchivandudza zvakakwana kuti iite otomatiki-inoshanda mafambiro ebasa - kubatanidza shanduko yekutengesa kune invoice kune mubhadharo wekugadzirisa kune metric yekuita - mabhizinesi anomhanyisa akatsemuka software stacks achasangana nekubatanidza kunodhura kana kutama kunodhura. Mabhizinesi ari kuita mapuratifomu ekushanda akabatana akaiswa panzvimbo yekubata izvi zvikwiriso zveAI pasina kupokana kudiki.

Apa ndipo chaipo pakagadzirwa mapuratifomu akaita seMewayz kuti abudise mukana wakawedzerwa. Iine mazana maviri nenomwe akasanganiswa mamodule anotora CRM, invoicing, mubhadharo, HR, manejimendi ezvikepe, analytics, link-in-bio, uye kubhuka, Mewayz inopa mabhizinesi nzvimbo imwechete yekushanda pane iyo AI njere inogona kushanda. Kana data rako reCRM richizivisa fungidziro yako yekubhadhara uye karenda yako yekubhukidza ikabatana nekurongeka kwezvikepe zvako, AI haingogadzirise mabasa ega ega - inokwirisa mubhizinesi rese. Uchenjeri hwakadaro hahukwanisike kana zvishandiso zvako zvisingatauri kune mumwe nemumwe.

The Real Divide: AI Consumers vs. AI Operators

Hupfumi hweAI huri kutogadzira kupatsanura zvine musoro pakati pemhando mbiri dzemabhizinesi: avo vanodya AI sechinhu (vachishandisa chatbot pano, jenareta yemukati ipapo) uye avo vanoshanda neAI seyakamisikidzwa kugona mukati mekufamba kwavo kwebasa. Boka rekutanga rinosangana nekunatsurudzwa kwezvibereko zvishoma. Boka rechipiri riri kuvaka zvine hungwaru rudzi rwakasiyana rwebhizinesi - iro ungwaru huri musimboti wekushandisa pane kushandisa nguva nenguva.

Funga kuti "kushanda neAI" kunoratidzika sei mune zvinoshanda zvebhizinesi mazwi:

• Kutarisira hukama nevatengi inovhura maakaundi ane njodzi hurukuro dzisati dzaitwa dzechimbichimbi, kwete mushure mekunge dzatotanga
• Invoicing uye kubuda kwemari inofanotaura nguva yekubhadhara zvichienderana nenhoroondo yevatengi uye inonyatso mureza wemari yekushanda isati yaita matambudziko
• HR uye payroll inotaridza vashandi vari munjodzi yekubhururuka nendege zvichibva pamaitiro ekuita basa uye data rebasa, kwete kungobuda mubvunzurudzo
• Fleet and Logisticsidzo dzine simba re-makwara zvichibva pane-chaiyo-time variables pane static schedule optimization
• Analytics dashboards inogadzira rondedzero yekududzira kwe data iri kuitika, kwete chete machati anoda muongorori wedata kuti atsikise
• Masisitimu ekubhucha anodzidza kurongedzera zvaunofarira uye kunyatsozadza makapu ekarenda nemaamondisheni ane kukosha kwepamusoro
• Link-in-bio uye kuita zvemukati inobatanidza hunhu hwevateereri kudzoka kune zvakabuda mari kwete zvisizvo zviyero

Hapana chimwe chezvikwanisiro izvi chinoda timu yesainzi yedata kana modhi yakasarudzika. Vanoda data rekushandisa iro riri pakati, rakachena, uye rakabatana - ndizvo chaizvo izvo mabhizinesi ari kuita mapuratifomu akabatana seMewayz anoiswa panzvimbo yekusimudzira sezvo kugona kweAI kuri kuramba kuchikura pamusoro pezvivakwa zviri kugoneswa naNvidia.

Kunangana Kunobatsira Kwekuita Izvozvi

Imwe yeanogara asingatarisirwe simba mukuchinja kwepuratifomu tekinoroji ndiko kukosha kwekubatanidza kwedata rekutanga rekushandisa. Mabhizinesi akatanga kuisa pakati pevatengi vavo data muCRM masisitimu muna 2015 haana kungobatsirikana nekutaura zviri nani - vakavaka madatasets ayo nhasi ane simba rinofambiswa neAI-segmentation, churn kufanotaura, uye hunhu pamhando iyo vanononoka kugamuchira havagone kudzokorora nekukurumidza. Simba rakafanana riri kukurumidza neAI-yakagadzirira mashandiro data.

Mewayz inotobatsira vashandisi 138,000 pasi rose avo vari kugadzira data yakabatana inoshanda pamabasa avo ebhizinesi mazuva ese. Sezvo kugona kweAI kwakadzikwa mubhizinesi software kuri kuramba kuchivandudza - uye nzira yaNvidia inojekesa kuti zvivakwa zvinotsigira kuvandudzwa ikoko zviri kukurumidza, kwete kukwira - avo vashandisi vari kuvaka hwaro hwedata hunozobatanidza mukukosha. Bhizinesi riri kuita mwedzi waro wechipfumbamwe papuratifomu yakabatana rine zvirinani zvirinani AI-yakagadzirira data pane bhizinesi rinomhanya mwedzi waro wekutanga. Kutanga pave paya hakungorevi kutanga pava paya — zvinoreva kuwira kumashure pane imwe curve iri kunyura.

Kufambisa Hype Pasina Kusiiwa Kuseri

Nzvimbo ine ngozi zvikuru mushanduko yetekinoroji yechokwadi hakusi kutendeseka — kutsoropodza kunoita kuti usaite basa. Ivo vanoisa mari vakaramba vasina chokwadi nezveNvidia kunyangwe mushure mezvikamu zvakatevedzana zvekutyora rekodhi kuita hazvina kukanganisa kushandisa kuongorora. Asi mabhizinesi akabvumira kusava nechokwadi kumwe chete kudzivirira chero nzira yekutorwa kweAI ave kuyedza kubata uku curve yezvivakwa ichikwira pasi pawo.

Iyo dhizaini inoshanda yevaridzi vebhizinesi yekuongorora kudyara kweAI haina kunetsa. Mubvunzo hausi wekutora AI - ngarava yafamba. Mubvunzo ndewekuti yako yazvino mashandiro ezvivakwa akamisikidzwa kutora AI hunyanzvi pavanenge vachivandudza, kana kuti iwe uchada kuvakazve hwaro kana wafunga kuvaka pamusoro payo. Operational consolidation hakusi kugadzirira kweremangwana rekufungidzira reAI - ndicho chinhu chekutanga chinodiwa kuti ukwikwidze zvine mutsindo munzvimbo yebhizinesi iri kutovakwa.

Nvidia's $43 bhiriyoni purofiti kota zvinhu zvakawanda: chiitiko chemari, chiratidzo chemusika, nyaya yekugovera, uye gakava revanodyara mari. Asi kune vanoita zvebhizinesi vanotarisana nekuvaka makambani akasimba, zvinonyanya kuverengwa sechisimbiso chekuti zvivakwa zvinogonesa nguva inotevera yehungwaru hwebhizinesi haisi yekufungidzira uye haidzokerike. Sezvakataurwa naJensen Huang zvakajeka: "AI iri pano, AI haisi kuzodzokera shure." Mabhizinesi ari kubudirira mumakore mashanu haasi ivo vakafungidzira kudaro - ivo vanenge vari ivo vakavakira mashandiro avo pamapuratifomu anokwanisa kutora kukosha ikoko payakasvika.

Mibvunzo Inowanzo bvunzwa

Nvidia's rekodhi yekutyora-tyora mibairo yekota inorevei kune varidzi vemabhizinesi emazuva ese?

Nvidia's $43 bhiriyoni purofiti inoratidza kuti bhizinesi rekudyara muAI zvivakwa zviri kukurumidza nekumhanya kusati kwamboitika. Kune varidzi vebhizinesi, izvi zvinoreva kuti maturusi eAI ari kuwedzera simba, kuwanikwa, uye anodhura kota yega yega. Makambani anotora mapuratifomu anofambiswa neAI izvozvi - senge Mewayz, 207-module bhizinesi OS inowanikwa nemadhora gumi nemapfumbamwe chete / mwedzi paapp.mewayz.com - vari kuzviisa pamberi pekuchinja kwave kutogadzirisa maindasitiri ese.

Kuwedzera kweAI inzira yehupfumi yakagadzikana here kana kuti ipupu rekufungidzira rakanyanya?

Nhaurirano ndeyechokwadi, asi Nvidia's 73% yekuwedzera mari inofambiswa nemashandisirwo emabhizinesi - kwete fungidziro - inoratidza kudiwa chaiko. Kusiyana nedot-com-era hype, mari yemazuva ano yeAI yakasungirirwa kune inoyerwa yekubudirira kuwana. Mabhizinesi ari kuendesa AI yekushanda, kushambadzira, uye sevhisi yevatengi vari kutaura kuderedzwa kwemutengo chaiwo. Mubvunzo hausi wekuti AI inogadzira kukosha here, asi kana bhizinesi rako richiri kutora chero zvayo.

Mabhizinesi madiki nepakati angakwikwidza sei mune zvehupfumi zviri kuwedzera kuumbwa nehofori dzeAI?

Kunakirwa kweiyo AI nguva iripo ndeyekuti kugona kwebhizinesi-giredhi kwave kuwanikwa nemitengo yebhizinesi diki. Mapuratifomu akaita seMewayz (app.mewayz.com) anounganidza pamusoro pe207 bhizinesi mamodule - kubva kuCRM kuenda e-commerce kune analytics - mune imwechete $19 / mwedzi kunyoreswa. MaSMB haachada Nvidia-chiyero mabhajeti kuti awedzere AI; vanoda maturusi akakodzera uye chido chekuvatora vasati vakwikwidza.

Varidzi vebhizinesi vanofanirwa kunetsekana nenjodzi dziri kuramba dzichikwira dzakatenderedza hupfumi hweAI?

Kupokana kune hutano kunodiwa. Njodzi yekusangana, mutengo wesimba, kusagadzikana kwekutonga, uye kusawirirana kwezvematongerwo enyika kwakatenderedza chip chain cheni zvinonetsa zviri pamutemo. Nekudaro, njodzi huru kune vazhinji varidzi vebhizinesi kusaita. Nepo masimba makuru achitamba pamatiriyoni emadhora, mukana unoshanda unoramba wakajeka: batanidza AI mukufamba kwako kwekushanda izvozvi, chengeta mutengo wakaonda nemhinduro dzakaita seMewayz pamadhora gumi nemapfumbamwe / mwedzi, uye gara uchichinjika sezvo mamiriro ari kushanduka.