๐ Nvidia & bo AI Compute Boom
Isibikezelo sikaNvidia sokuthi ukuthengiswa kwamachips kuzosinda kabili ngonyaka ozayo inombolo ebalulekile lapha โ hhayi amakhandlela ansuku zonke aluhlaza. ๐ Uma leso sibonakaliso sesidingo singempela, futhi ukuthambekela kwe-enterprise capex kukusekela, ukuhweba kwe-AI akukapheli. Kodwa "ithrendi ingempela" kanye "konke okuhweba kulezi zakhiwo eziningi (multiples) kufanelwe" yizimangalo ezimbili ezahlukene, futhi okwamanje imakethe ibeka intengo yomibili ngendlela efanayo.
Ngibheke ukuthi isikhathi eside ngizothambekela ekutheni ukwakhiwa kwe-compute kuzophumelela โ ๐๏ธ amadata centers, โก ingqalasizinda yamandla, inkumbulo enesivinini esikhulu (high-bandwidth memory), i-networking. Lona ungqimba wama-โpicks-and-shovels,โ futhi akudingeki ukuthi yonke i-startup ye-AI iphumelele ukuze iqhubeke ikhula. Esikhathini esifushane, ngiqaphele kakhulu: uma i-rally isuka ku-"amagama akhethiwe anenzuzo yangempela" iye ku-"noma yini enegama elithi AI," lokho kuvame ukuba ukuziphatha sekusele sekwephuzile (late-cycle), hhayi isiqalo.
๐ Ukuqhuma kwangempela kuthrendi eyisisekelo, sekuqhamuke kakhulu engxenyeni yamagama agibele leyo. Angihwebi lokhu ngokusebenzayo okwamanje โ ngibheka ukungena (entry) okungcono.
#AIStocksWhatNext
Isibikezelo sikaNvidia sokuthi ukuthengiswa kwamachips kuzosinda kabili ngonyaka ozayo inombolo ebalulekile lapha โ hhayi amakhandlela ansuku zonke aluhlaza. ๐ Uma leso sibonakaliso sesidingo singempela, futhi ukuthambekela kwe-enterprise capex kukusekela, ukuhweba kwe-AI akukapheli. Kodwa "ithrendi ingempela" kanye "konke okuhweba kulezi zakhiwo eziningi (multiples) kufanelwe" yizimangalo ezimbili ezahlukene, futhi okwamanje imakethe ibeka intengo yomibili ngendlela efanayo.
Ngibheke ukuthi isikhathi eside ngizothambekela ekutheni ukwakhiwa kwe-compute kuzophumelela โ ๐๏ธ amadata centers, โก ingqalasizinda yamandla, inkumbulo enesivinini esikhulu (high-bandwidth memory), i-networking. Lona ungqimba wama-โpicks-and-shovels,โ futhi akudingeki ukuthi yonke i-startup ye-AI iphumelele ukuze iqhubeke ikhula. Esikhathini esifushane, ngiqaphele kakhulu: uma i-rally isuka ku-"amagama akhethiwe anenzuzo yangempela" iye ku-"noma yini enegama elithi AI," lokho kuvame ukuba ukuziphatha sekusele sekwephuzile (late-cycle), hhayi isiqalo.
๐ Ukuqhuma kwangempela kuthrendi eyisisekelo, sekuqhamuke kakhulu engxenyeni yamagama agibele leyo. Angihwebi lokhu ngokusebenzayo okwamanje โ ngibheka ukungena (entry) okungcono.
#AIStocksWhatNext
