{"id":137,"date":"2023-08-31T05:40:53","date_gmt":"2023-08-31T05:40:53","guid":{"rendered":"https:\/\/tastycounter.net\/index.php\/2023\/08\/31\/doi-tac-cua-nvidia-ky-vong-doanh-so-ai-server-se-tang-gap-doi-vao-nam-2024\/"},"modified":"2023-08-31T05:40:53","modified_gmt":"2023-08-31T05:40:53","slug":"doi-tac-cua-nvidia-ky-vong-doanh-so-ai-server-se-tang-gap-doi-vao-nam-2024","status":"publish","type":"post","link":"https:\/\/tastycounter.net\/index.php\/2023\/08\/31\/doi-tac-cua-nvidia-ky-vong-doanh-so-ai-server-se-tang-gap-doi-vao-nam-2024\/","title":{"rendered":"\u0110\u1ed1i t\u00e1c c\u1ee7a Nvidia k\u1ef3 v\u1ecdng doanh s\u1ed1 AI server s\u1ebd t\u0103ng g\u1ea5p \u0111\u00f4i v\u00e0o n\u0103m 2024"},"content":{"rendered":"<\/p>\n
\n

\u0110\u1ed1i t\u00e1c l\u1edbn c\u1ee7a Nvidia Corp., Quanta Cloud Technology (QCT) d\u1ef1 ki\u1ebfn doanh s\u1ed1 b\u00e1n server tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o (AI)<\/a> c\u1ee7a h\u1ecd s\u1ebd t\u0103ng g\u1ea5p \u0111\u00f4i v\u00e0o n\u0103m 2024 v\u00e0 nhu c\u1ea7u s\u1ebd v\u1eabn cao trong th\u1eddi gian d\u00e0i khi c\u00e1c doanh nghi\u1ec7p b\u1ed5 sung AI v\u00e0o ho\u1ea1t \u0111\u1ed9ng v\u00e0 d\u1ecbch v\u1ee5 c\u1ee7a h\u1ecd.<\/p>\n

Trong m\u1ed9t cu\u1ed9c ph\u1ecfng v\u1ea5n v\u1edbi Bloomberg Television, \u00f4ng Mike Yang, gi\u00e1m \u0111\u1ed1c \u0111i\u1ec1u h\u00e0nh c\u1ee7a QCT, m\u1ed9t c\u00f4ng ty con thu\u1ed9c s\u1edf h\u1eefu ho\u00e0n to\u00e0n c\u1ee7a Quanta Computer Inc. \u0110\u00e0i Loan, cho bi\u1ebft: \u201cS\u1ef1 b\u00f9ng n\u1ed5 AI th\u1ef1c s\u1ef1 s\u1ebd di\u1ec5n ra v\u00e0 ch\u00fang ta s\u1ebd th\u1ea5y s\u1ef1 ph\u00e1t tri\u1ec3n c\u1ee7a n\u00f3 ng\u00e0y c\u00e0ng m\u1ea1nh m\u1ebd h\u01a1n trong nh\u1eefng n\u0103m t\u1edbi\u201d.\u00a0<\/em><\/p>\n

Quanta Computer, c\u00f4ng ty h\u1ee3p t\u00e1c v\u1edbi Nvidia \u0111\u1ec3 x\u00e2y d\u1ef1ng AI server, \u0111\u00e3 \u0111\u01b0\u1ee3c h\u01b0\u1edfng l\u1ee3i r\u1ea5t nhi\u1ec1u t\u1eeb vi\u1ec7c Ph\u1ed1 Wall \u0111\u1eb7t c\u01b0\u1ee3c v\u00e0o c\u00f4ng ngh\u1ec7 n\u00e0y nh\u01b0 m\u1ed9t b\u01b0\u1edbc ti\u1ebfn l\u1edbn ti\u1ebfp theo. Gi\u1ed1ng nh\u01b0 \u0111\u1ed1i t\u00e1c s\u1ea3n xu\u1ea5t chip c\u00f3 tr\u1ee5 s\u1edf t\u1ea1i Santa Clara, California, n\u01a1i c\u00f3 c\u00e1c AI accelerator l\u00e0 ph\u1ea7n c\u1ee9ng ch\u1ee7 \u0111\u1ea1o trong n\u0103m nay, gi\u00e1 c\u1ed5 phi\u1ebfu c\u1ee7a Quanta s\u1ebd t\u0103ng h\u01a1n g\u1ea5p \u0111\u00f4i trong n\u0103m 2023.<\/p>\n

D\u00f9 kh\u00f4ng cam k\u1ebft \u0111\u00e1p \u1ee9ng m\u1ecdi nhu c\u1ea7u c\u1ee7a kh\u00e1ch h\u00e0ng v\u00e0o n\u0103m t\u1edbi, nh\u01b0ng \u00f4ng Yang cho bi\u1ebft nhi\u1ec1u nh\u00e0 cung c\u1ea5p linh ki\u1ec7n kh\u00e1c nhau \u0111ang h\u1ee3p t\u00e1c \u0111\u1ec3 t\u0103ng n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t v\u00e0 gi\u00fap gi\u1ea3m b\u1edbt t\u00ecnh tr\u1ea1ng thi\u1ebfu chip AI ti\u00ean ti\u1ebfn c\u1ee7a Nvidia \u0111ang di\u1ec5n ra. Gi\u00e1m \u0111\u1ed1c \u0111i\u1ec1u h\u00e0nh c\u1ee7a Nvidia \u0111\u00e3 cam k\u1ebft v\u1edbi c\u00e1c nh\u00e0 ph\u00e2n t\u00edch r\u1eb1ng trong th\u00e1ng n\u00e0y, h\u1ecd t\u1ef1 tin ngu\u1ed3n cung s\u1ebd t\u0103ng nhanh \u0111\u1ec3 \u0111\u00e1p \u1ee9ng nhu c\u1ea7u ng\u00e0y c\u00e0ng l\u1edbn.<\/p>\n

\u00d4ng Yang cho bi\u1ebft: \u201cCh\u00fang t\u00f4i c\u00f3 ngu\u1ed3n cung r\u1ea5t h\u1ea1n ch\u1ebf, nh\u01b0ng t\u00f4i ngh\u0129 n\u0103m t\u1edbi Nvidia s\u1ebd gi\u1ea3i quy\u1ebft \u0111\u01b0\u1ee3c m\u1ecdi th\u1ee9”<\/em>.<\/p>\n

\u00d4ng Yang cho bi\u1ebft QCT t\u1ea1o ra doanh thu h\u00e0ng t\u1ef7 \u0111\u00f4 la m\u1ed7i n\u0103m, trong \u0111\u00f3 AI server chi\u1ebfm 65% t\u1ed5ng doanh thu c\u1ee7a c\u00f4ng ty. AI server l\u00e0 server bao g\u1ed3m b\u1ed9 x\u1eed l\u00fd \u0111\u1ed3 h\u1ecda, ch\u1eb3ng h\u1ea1n nh\u01b0 c\u00e1c model do Nvidia s\u1ea3n xu\u1ea5t, v\u1edbi ph\u1ea7n c\u1ee9ng \u0111i\u1ec1u khi\u1ec3n b\u1eb1ng b\u1ed9 x\u1eed l\u00fd truy\u1ec1n th\u1ed1ng m\u00e0 T\u1eadp \u0111o\u00e0n Intel v\u1eabn chi\u1ebfm vai tr\u00f2 chi ph\u1ed1i th\u1ecb ph\u1ea7n.<\/p>\n

<\/ins><\/div>\n

Google Cloud c\u1ee7a Alphabet Inc, Amazon.com Inc. AWS v\u00e0 Alibaba Group Holding Ltd. l\u00e0 nh\u1eefng kh\u00e1ch h\u00e0ng l\u1edbn nh\u1ea5t c\u1ee7a QCT. C\u00f4ng ty c\u1ea1nh tranh v\u1edbi Foxconn Industrial Internet Co t\u1ea1i Th\u01b0\u1ee3ng H\u1ea3i v\u00e0 Vivin Corp c\u1ee7a \u0110\u00e0i Loan \u0111\u1ec3 cung c\u1ea5p server ch\u1ee7 y\u1ebfu cho c\u00e1c nh\u00e0 cung c\u1ea5p d\u1ecbch v\u1ee5 \u0111\u00e1m m\u00e2y \u1edf M\u1ef9 v\u00e0 Trung Qu\u1ed1c.<\/p>\n

Theo c\u00f4ng ty nghi\u00ean c\u1ee9u Trendforce c\u00f3 tr\u1ee5 s\u1edf t\u1ea1i \u0110\u00e0i B\u1eafc, s\u1ed1 l\u01b0\u1ee3ng server AI xu\u1ea5t x\u01b0\u1edfng tr\u00ean to\u00e0n c\u1ea7u d\u1ef1 ki\u1ebfn s\u1ebd t\u0103ng tr\u01b0\u1edfng v\u1edbi t\u1ed1c \u0111\u1ed9 g\u1ed9p h\u00e0ng n\u0103m l\u00e0 29% t\u1eeb n\u0103m 2022 \u0111\u1ebfn n\u0103m 2026. C\u00e1c nh\u00e0 ph\u00e2n t\u00edch v\u00e0 nghi\u00ean c\u1ee9u \u0111\u00e3 \u0111\u01b0a ra \u01b0\u1edbc t\u00ednh th\u1eadn tr\u1ecdng qu\u00e1 m\u1ee9c trong n\u0103m nay, do Nvidia g\u00e2y b\u1ea5t ng\u1edd cho th\u1ecb tr\u01b0\u1eddng khi li\u00ean ti\u1ebfp d\u1ef1 b\u00e1o doanh thu kh\u00f4ng m\u1ea5y kh\u1ea3 quan trong nhi\u1ec1u qu\u00fd.<\/p>\n

V\u00e0o cu\u1ed1i th\u00e1ng 5, Gi\u00e1m \u0111\u1ed1c \u0111i\u1ec1u h\u00e0nh Nvidia Jensen Huang \u0111\u00e3 \u0111\u1ebfn th\u0103m gian h\u00e0ng c\u1ee7a QCT t\u1ea1i m\u1ed9t h\u1ed9i ch\u1ee3 c\u00f4ng ngh\u1ec7 \u1edf \u0110\u00e0i B\u1eafc. \u00d4ng Yang cho bi\u1ebft hai c\u00f4ng ty \u0111\u00e3 b\u1eaft \u0111\u1ea7u h\u1ee3p t\u00e1c l\u1ea7n \u0111\u1ea7u ti\u00ean \u0111\u1ec3 ph\u00e1t tri\u1ec3n c\u00e1c s\u1ea3n ph\u1ea9m server v\u00e0o n\u0103m 2015.<\/p>\n

Gi\u1ed1ng nh\u01b0 nhi\u1ec1u nh\u00e0 s\u1ea3n xu\u1ea5t kh\u00e1c, \u00f4ng Yang \u0111ang theo d\u00f5i s\u00e1t sao cu\u1ed9c xung \u0111\u1ed9t th\u01b0\u01a1ng m\u1ea1i M\u1ef9-Trung. V\u1ecb gi\u00e1m \u0111\u1ed1c \u0111i\u1ec1u h\u00e0nh n\u00e0y cho bi\u1ebft QCT \u0111ang t\u00ecm c\u00e1ch ph\u00e1t tri\u1ec3n d\u00e2y chuy\u1ec1n s\u1ea3n xu\u1ea5t t\u1ea1i M\u1ef9, \u0110\u1ee9c v\u00e0 Th\u00e1i Lan, \u0111\u1ed3ng th\u1eddi v\u1eabn duy tr\u00ec n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t hi\u1ec7n c\u00f3 \u1edf Trung Qu\u1ed1c. C\u00e1c c\u00f4ng ty kh\u00f4ng th\u1ec3 lo\u1ea1i tr\u1eeb Trung Qu\u1ed1c v\u00ec \u0111\u00e2y l\u00e0 m\u1ed9t th\u1ecb tr\u01b0\u1eddng tr\u1ecdng \u0111i\u1ec3m.<\/p>\n

\u00d4ng Yang cho bi\u1ebft: \u201cT\u00f4i tin r\u1eb1ng Trung Qu\u1ed1c v\u1eabn l\u00e0 th\u1ecb tr\u01b0\u1eddng l\u1edbn nh\u1ea5t\u201d. \u201cM\u1ecdi c\u00f4ng ty v\u1eabn s\u1ebd t\u1eadp trung v\u00e0o c\u1ea3 Trung Qu\u1ed1c v\u00e0 ph\u1ea7n c\u00f2n l\u1ea1i c\u1ee7a th\u1ebf gi\u1edbi.\u201d<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

\u0110\u1ed1i t\u00e1c l\u1edbn c\u1ee7a Nvidia Corp., Quanta Cloud Technology (QCT) d\u1ef1 ki\u1ebfn doanh s\u1ed1 b\u00e1n server tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o (AI) c\u1ee7a h\u1ecd s\u1ebd t\u0103ng g\u1ea5p \u0111\u00f4i v\u00e0o n\u0103m 2024 v\u00e0 nhu c\u1ea7u s\u1ebd v\u1eabn cao trong th\u1eddi gian d\u00e0i khi c\u00e1c doanh nghi\u1ec7p b\u1ed5 sung AI v\u00e0o ho\u1ea1t \u0111\u1ed9ng v\u00e0 d\u1ecbch v\u1ee5 c\u1ee7a h\u1ecd. […]<\/p>\n","protected":false},"author":1,"featured_media":138,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-137","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-khong-phan-loai"],"_links":{"self":[{"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/posts\/137","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/comments?post=137"}],"version-history":[{"count":0,"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/posts\/137\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/media\/138"}],"wp:attachment":[{"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/media?parent=137"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/categories?post=137"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/tags?post=137"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}