{"id":1688,"date":"2024-04-28T08:01:43","date_gmt":"2024-04-28T08:01:43","guid":{"rendered":"https:\/\/tastycounter.net\/index.php\/2024\/04\/28\/du-bao-mieng-banh-thi-phan-gpu-ai-trong-nam-2024-40-ty-usd-cho-nvidia-35-ty-usd-cho-amd-va-chi-500-trieu-usd-cho-intel\/"},"modified":"2024-04-28T08:01:43","modified_gmt":"2024-04-28T08:01:43","slug":"du-bao-mieng-banh-thi-phan-gpu-ai-trong-nam-2024-40-ty-usd-cho-nvidia-35-ty-usd-cho-amd-va-chi-500-trieu-usd-cho-intel","status":"publish","type":"post","link":"https:\/\/tastycounter.net\/index.php\/2024\/04\/28\/du-bao-mieng-banh-thi-phan-gpu-ai-trong-nam-2024-40-ty-usd-cho-nvidia-35-ty-usd-cho-amd-va-chi-500-trieu-usd-cho-intel\/","title":{"rendered":"D\u1ef1 b\u00e1o mi\u1ebfng b\u00e1nh th\u1ecb ph\u1ea7n GPU AI trong n\u0103m 2024: 40 t\u1ef7 USD cho NVIDIA, 3,5 t\u1ef7 USD cho AMD v\u00e0 ch\u1ec9 500 tri\u1ec7u USD cho Intel"},"content":{"rendered":"<\/p>\n<div class=\"content-detail textview\">\n<div class=\"audio\"><audio controls><\/audio><\/div>\n<p>N\u0103m t\u00e0i ch\u00ednh 2023 c\u00f3 th\u1ec3 \u0111\u01b0\u1ee3c coi l\u00e0 m\u1ed9t m\u1ed1c son ch\u00f3i l\u1ecdi trong l\u1ecbch s\u1eed ph\u00e1t tri\u1ec3n c\u1ee7a nhi\u1ec1u nh\u00e0 s\u1ea3n xu\u1ea5t b\u00e1n d\u1eabn, \u0111\u1eb7c bi\u1ec7t l\u00e0 tr\u01b0\u1eddng h\u1ee3p c\u1ee7a NVIDIA. Vi\u1ec7c \u0111\u00f3n \u0111\u1ea7u th\u00e0nh c\u00f4ng c\u01a1n s\u1ed1t AI to\u00e0n c\u1ea7u \u0111\u00e3 \u0111\u01b0a c\u00f4ng ty l\u00ean t\u1ea7m cao m\u1edbi, tr\u1edf th\u00e0nh m\u1ed9t trong nh\u1eefng doanh nghi\u1ec7p l\u1edbn nh\u1ea5t th\u1ebf gi\u1edbi v\u1edbi gi\u00e1 tr\u1ecb v\u1ed1n h\u00f3a l\u00ean t\u1edbi h\u00e0ng ngh\u00ecn t\u1ef7 USD.<\/p>\n<p>Tr\u00ean \u0111\u00e0 th\u00e0nh c\u00f4ng \u0111\u00f3, kh\u00f4ng c\u00f3 g\u00ec ng\u1ea1c nhi\u00ean khi gi\u1edbi ph\u00e2n t\u00edch d\u1ef1 \u0111o\u00e1n r\u1eb1ng NVIDIA s\u1ebd ti\u1ebfp t\u1ee5c l\u00e0 c\u00e1i t\u00ean th\u1ed1ng tr\u1ecb th\u1ecb tr\u01b0\u1eddng ph\u1ea7n c\u1ee9ng AI v\u00e0o n\u0103m 2024, v\u1edbi doanh thu v\u01b0\u1ee3t xa AMD v\u00e0 Intel.<\/p>\n<p>Theo b\u00e1o c\u00e1o c\u1ee7a Bloomberg Technology, c\u00e1c d\u00f2ng s\u1ea3n ph\u1ea9m chip x\u1eed l\u00fd, b\u1ed9 t\u0103ng t\u1ed1c AI c\u1ee7a NVIDIA d\u1ef1 ki\u1ebfn s\u1ebd t\u1ea1o ra g\u1ea7n 50 t\u1ef7 USD doanh thu cho nh\u00e0 s\u1ea3n xu\u1ea5t n\u00e0y v\u00e0o n\u0103m 2024. Trong khi \u0111\u00f3, c\u00e1c \u0111\u1ed1i th\u1ee7 c\u1ea1nh tranh ch\u00ednh nh\u01b0 AMD v\u00e0 Intel s\u1ebd ch\u1ec9 c\u00f3 th\u1ec3 \u0111\u00fat t\u00fai nh\u1eefng mi\u1ebfng b\u00e1nh th\u1ecb ph\u1ea7n r\u1ea5t nh\u1ecf, l\u1ea7n l\u01b0\u1ee3t l\u00e0 3,5 t\u1ef7 USD v\u00e0 500 tri\u1ec7u USD. Th\u00f4ng tin n\u00e0y \u0111\u01b0\u1ee3c ti\u1ebft l\u1ed9 b\u1edfi ch\u00ednh Gi\u00e1m \u0111\u1ed1c \u0111i\u1ec1u h\u00e0nh Intel Pat Gelsinger trong v\u0103n b\u1ea3n b\u00e1o c\u00e1o t\u00ecnh h\u00ecnh kinh doanh m\u1edbi nh\u1ea5t c\u1ee7a c\u00f4ng ty.<\/p>\n<p>D\u1ef1 b\u00e1o c\u1ee7a Bloomberg Technology c\u00f3 ph\u1ea7n thi\u00ean v\u1ec1 vi\u1ec7c ph\u00e2n t\u00edch t\u00ecnh tr\u1ea1ng hi\u1ec7n t\u1ea1i c\u1ee7a th\u1ecb tr\u01b0\u1eddng v\u00e0 cho th\u1ea5y ngu\u1ed3n l\u1ef1c th\u1ef1c s\u1ef1 c\u1ee7a NVIDIA l\u1edbn \u0111\u1ebfn m\u1ee9c n\u00e0o. Tr\u01b0\u1edbc \u0111\u00f3, m\u1ed9t s\u1ed1 nh\u00e0 ph\u00e2n t\u00edch \u0111\u1ed9c l\u1eadp c\u00f2n tuy\u00ean b\u1ed1 r\u1eb1ng \u201cTeam Green\u201d d\u1ef1 ki\u1ebfn s\u1ebd \u0111\u1ea1t \u0111\u01b0\u1ee3c doanh thu g\u1ea5p 80 l\u1ea7n so v\u1edbi Intel ch\u1ec9 trong m\u1ea3ng kinh doanh b\u1ed9 x\u1eed l\u00fd AI. Kh\u00f4ng ch\u1eafc li\u1ec7u \u0111i\u1ec1u n\u00e0y c\u00f3 bao g\u1ed3m c\u1ea3 vi\u1ec7c b\u00e1n gi\u1ea3i ph\u00e1p ph\u1ea7n c\u1ee9ng cho c\u00e1c trung t\u00e2m d\u1eef li\u1ec7u hay kh\u00f4ng. M\u1eb7c d\u00f9 v\u1eady, ng\u01b0\u1eddi ta c\u00f3 th\u1ec3 d\u1ec5 d\u00e0ng ch\u1ee9ng ki\u1ebfn s\u1ef1 kh\u00e1c bi\u1ec7t \u0111\u00e3 tr\u1edf n\u00ean l\u1edbn nh\u01b0 th\u1ebf n\u00e0o v\u00e0 Intel, c\u00f4ng ty t\u1eebng th\u1ed1ng tr\u1ecb th\u1ecb tr\u01b0\u1eddng c\u00f4ng ngh\u1ec7, hi\u1ec7n \u0111ang n\u1ed7 l\u1ef1c t\u1ea1o ra s\u1ef1 kh\u00e1c bi\u1ec7t nh\u01b0ng kho\u1ea3ng c\u00e1ch hi\u1ec7n v\u1eabn c\u00f2n qu\u00e1 xa.<\/p>\n<div id=\"articleads\" class=\"adbox adsense in-article\"><ins class=\"adsbygoogle\" style=\"text-align:center\" data-ad-format=\"fluid\" data-ad-layout=\"in-article\" data-ad-client=\"ca-pub-9275417305531302\" data-ad-slot=\"2079243249\"><\/ins><\/div>\n<p><img loading=\"lazy\" decoding=\"async\" style=\"margin-left:auto;margin-right:auto\" src=\"https:\/\/st.quantrimang.com\/photos\/image\/holder.png\" alt=\"D\u1ef1 b\u00e1o mi\u1ebfng b\u00e1nh th\u1ecb ph\u1ea7n GPU AI trong n\u0103m 2024: 40 t\u1ef7 USD cho NVIDIA, 3,5 t\u1ef7 USD cho AMD v\u00e0 ch\u1ec9 500 tri\u1ec7u USD cho Intel\" width=\"640\" height=\"273\" class=\"lazy\" data-src=\"https:\/\/st.quantrimang.com\/photos\/image\/2024\/04\/28\/du-bao-mieng-banh-thi-phan-gpu-ai1.jpg\"><\/p>\n<p>Intel \u0111ang kh\u00f4ng \u1edf v\u1ecb tr\u00ed m\u00e0 c\u00f4ng ty mong \u0111\u1ee3i. Team Blue g\u1ea7n \u0111\u00e2y \u0111\u00e3 ti\u1ebft l\u1ed9 m\u00e1y gia t\u1ed1c AI Gaudi-3, \u0111\u01b0\u1ee3c b\u00e1o c\u00e1o l\u00e0 \u0111\u1ea1t doanh thu 500 tri\u1ec7u USD trong n\u0103m nay, th\u1ea5p h\u01a1n \u0111\u00e1ng k\u1ec3 so v\u1edbi d\u1ef1 ki\u1ebfn c\u1ee7a th\u1ecb tr\u01b0\u1eddng.<\/p>\n<p>M\u1eb7c d\u00f9 Gaudi 3 l\u00e0 s\u1ea3n ph\u1ea9m th\u1ebf h\u1ec7 hi\u1ec7n t\u1ea1i nh\u01b0ng l\u1ea1i \u0111\u01b0\u1ee3c x\u00e2y d\u1ef1ng t\u1eeb nh\u1eefng th\u00e0nh ph\u1ea7n t\u01b0\u01a1ng \u0111\u1ed1i c\u0169, ch\u1eb3ng h\u1ea1n nh\u01b0 nh\u01b0 HBM2e. \u0110i\u1ec1u n\u00e0y c\u00f3 th\u1ec3 g\u00e2y b\u1ea5t l\u1ee3i v\u1ec1 m\u1eb7t c\u1ea1nh tranh tr\u00ean th\u1ecb tr\u01b0\u1eddng.<\/p>\n<p>AMD c\u0169ng \u1edf v\u00e0o v\u1ecb tr\u00ed t\u01b0\u01a1ng t\u1ef1 nh\u01b0 Intel, nh\u01b0ng t\u00ecnh h\u00ecnh v\u1edbi \u201cTeam Red\u201d c\u00f3 ph\u1ea7n l\u1ea1c quan h\u01a1n, \u0111\u1eb7c bi\u1ec7t l\u00e0 v\u1edbi c\u00e1ch c\u00f4ng ty \u0111ang ti\u1ebfn l\u00ean ph\u00eda tr\u01b0\u1edbc v\u1edbi d\u00f2ng m\u00e1y gia t\u1ed1c Instinct c\u1ee7a m\u00ecnh.<\/p>\n<p>GPU AI Instinct MI300X c\u1ee7a AMD \u0111\u00e3 thu h\u00fat \u0111\u01b0\u1ee3c s\u1ef1 quan t\u00e2m l\u1edbn trong ng\u00e0nh, kh\u00f4ng ch\u1ec9 nh\u1edd t\u1ef7 l\u1ec7 gi\u00e1 c\u1ea3 tr\u00ean hi\u1ec7u su\u1ea5t t\u1ed1t h\u01a1n, m\u00e0 c\u00f2n v\u00ec Team Red c\u0169ng lu\u00f4n nh\u1ea5t qu\u00e1n v\u1edbi ngu\u1ed3n cung c\u1ee7a m\u00ecnh. AMD ho\u00e0n to\u00e0n c\u00f3 \u0111\u1ee7 ti\u1ec1m l\u1ef1c \u0111\u1ec3 c\u1ea1nh tranh \u0111\u1ec3 gi\u00e0nh v\u1ecb tr\u00ed d\u1eabn \u0111\u1ea7u v\u1edbi NVIDIA, nh\u01b0ng hi\u1ec7n t\u1ea1i v\u1eabn c\u00f2n qu\u00e1 s\u1edbm \u0111\u1ec3 n\u00f3i v\u1ec1 k\u1ecbch b\u1ea3n \u0111\u00f3.<\/p>\n<p>T\u01b0\u01a1ng lai c\u1ee7a th\u1ecb tr\u01b0\u1eddng AI s\u1ebd l\u00e0 nh\u1eefng cu\u1ed9c c\u1ea1nh tranh gay g\u1eaft m\u00e0 k\u1ebft qu\u1ea3 s\u1ebd kh\u00f4ng d\u1ec5 \u0111o\u00e1n \u0111\u1ecbnh. B\u1ea5t ch\u1ea5p s\u1ef1 th\u1ed1ng tr\u1ecb ho\u00e0n to\u00e0n c\u1ee7a NVIDIA, v\u1eabn c\u00f2n hy v\u1ecdng v\u00e0 s\u1ef1 l\u1ea1c quan cho c\u00e1c c\u00f4ng ty kh\u00e1c. Tuy nhi\u00ean, th\u1eadt th\u00fa v\u1ecb khi th\u1ea5y Team Green \u0111\u00e3 \u0111\u01b0a m\u00ecnh l\u00ean v\u1ecb tr\u00ed d\u1eabn \u0111\u1ea7u nh\u01b0 th\u1ebf n\u00e0o v\u00e0 v\u1edbi s\u1ef1 ra m\u1eaft c\u1ee7a ki\u1ebfn tr\u00fac GPU Blackwell AI hi\u1ec7n \u0111ang \u0111\u01b0\u1ee3c \u0111\u00e1nh gi\u00e1 r\u1ea5t cao, v\u1ecb tr\u00ed th\u1ed1ng tr\u1ecb c\u1ee7a NVIDIA trong m\u1ea3ng ph\u1ea7n c\u1ee9ng AI c\u00f3 l\u1ebd s\u1ebd r\u1ea5t l\u00e2u n\u1eefa m\u1edbi c\u00f3 th\u1ec3 b\u1ecb ph\u00e1 v\u1ee1.<\/p>\n<p>https:\/\/wccftech.com\/analyst-forecasts-40-billion-ai-gpu-sales-for-nvidia-3-5-billion-for-amd-just-500-million-for-intel-in-2024\/<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>N\u0103m t\u00e0i ch\u00ednh 2023 c\u00f3 th\u1ec3 \u0111\u01b0\u1ee3c coi l\u00e0 m\u1ed9t m\u1ed1c son ch\u00f3i l\u1ecdi trong l\u1ecbch s\u1eed ph\u00e1t tri\u1ec3n c\u1ee7a nhi\u1ec1u nh\u00e0 s\u1ea3n xu\u1ea5t b\u00e1n d\u1eabn, \u0111\u1eb7c bi\u1ec7t l\u00e0 tr\u01b0\u1eddng h\u1ee3p c\u1ee7a NVIDIA. Vi\u1ec7c \u0111\u00f3n \u0111\u1ea7u th\u00e0nh c\u00f4ng c\u01a1n s\u1ed1t AI to\u00e0n c\u1ea7u \u0111\u00e3 \u0111\u01b0a c\u00f4ng ty l\u00ean t\u1ea7m cao m\u1edbi, tr\u1edf th\u00e0nh m\u1ed9t trong [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-1688","post","type-post","status-publish","format-standard","hentry","category-khong-phan-loai"],"_links":{"self":[{"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/posts\/1688","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=1688"}],"version-history":[{"count":0,"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/posts\/1688\/revisions"}],"wp:attachment":[{"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/media?parent=1688"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/categories?post=1688"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/tags?post=1688"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}