{"id":70945,"date":"2024-03-23T18:48:14","date_gmt":"2024-03-23T11:48:14","guid":{"rendered":"https:\/\/masterskills.org\/blog\/nvidia-tro-thanh-cong-ty-san-xuat-chip-ai-lon-thu-4-the-gioi.html"},"modified":"2024-03-23T18:48:14","modified_gmt":"2024-03-23T11:48:14","slug":"nvidia-tro-thanh-cong-ty-san-xuat-chip-ai-lon-thu-4-the-gioi","status":"publish","type":"post","link":"https:\/\/masterskills.org\/blog\/nvidia-tro-thanh-cong-ty-san-xuat-chip-ai-lon-thu-4-the-gioi.html","title":{"rendered":"Nvidia tr\u1edf th\u00e0nh c\u00f4ng ty s\u1ea3n xu\u1ea5t chip AI l\u1edbn th\u1ee9 4 th\u1ebf gi\u1edbi"},"content":{"rendered":"
Ghi nh\u1eadn \u0111\u1ea7u n\u0103m 2024, c\u1ed5 phi\u1ebfu c\u1ee7a Nvidia \u0111\u00e3 t\u0103ng g\u1ea7n 50% v\u00e0 h\u01a1n 220% trong n\u0103m 2023. C\u1ed5 phi\u1ebfu c\u1ee7a c\u00f4ng ty \u0111\u00e3 v\u01b0\u1ee3t hai \u00f4ng l\u1edbn c\u00f4ng ngh\u1ec7 Amazon v\u00e0 Alphabet d\u1ea7n tr\u1edf th\u00e0nh \u201cg\u00e3 kh\u1ed5ng l\u1ed3\u201d v\u1ec1 s\u1ea3n xu\u1ea5t chip.<\/span><\/strong><\/p>\n

V\u01b0\u1ee3t qua m\u1ecdi \u0111\u1ed1i th\u1ee7, Nvidia d\u1ea7n chi\u1ebfm l\u0129nh th\u1ecb tr\u01b0\u1eddng s\u1ea3n xu\u1ea5t chip AI v\u00e0 tr\u1edf th\u00e0nh c\u00f4ng ty l\u1edbn th\u1ee9 4 tr\u00ean th\u1ebf gi\u1edbi (Ch\u1ec9 sau Microsoft \u2013 3.040 t\u1ef7 USD, Apple \u2013 2.840 t\u1ef7 USD v\u00e0 Saudi Aramco \u2013 kho\u1ea3ng 2.000 t\u1ef7 USD).<\/span><\/strong><\/p>\n

Nvidia \u0111\u1ea7u t\u01b0 m\u1ea1nh v\u00e0o c\u1ed5 phi\u1ebfu c\u1ee7a 3 c\u00f4ng ty AI\u00a0<\/b><\/h2>\n

Theo Ch\u1ee9ng kho\u00e1n M\u1ef9 (SEC) cho bi\u1ebft, \u0111\u1ec3 chi\u1ebfm l\u0129nh th\u1ecb tr\u01b0\u1eddng s\u1ea3n xu\u1ea5t chip, Nvidia \u0111\u00e3 \u0111\u1ea7u t\u01b0 m\u1ea1nh v\u00e0o c\u1ed5 phi\u1ebfu c\u1ee7a ba c\u00f4ng ty c\u00f3 li\u00ean quan t\u1edbi<\/span> Tr\u00ed tu\u1ec7 Nh\u00e2n t\u1ea1o (AI)<\/span>: Arm Holdings, SoundHound AI v\u00e0 c\u00f4ng ty c\u00f4ng ngh\u1ec7 sinh h\u1ecdc Recursion Pharmaceuticals k\u1ec3 t\u1eeb ng\u00e0y 31\/12\/2023.<\/span><\/strong><\/p>\n

Nh\u1edd \u0111\u00f3, doanh thu c\u1ee7a c\u00f4ng ty \u0111\u00e3 t\u0103ng \u0111\u00e1ng k\u1ec3 trong n\u0103m qua khi nhu c\u1ea7u v\u1ec1 chip h\u1ed7 tr\u1ee3 AI t\u0103ng v\u1ecdt. Trong qu\u00fd 3,\u00a0<\/span>Nvidia<\/span> b\u00e1o c\u00e1o doanh thu 18,12 t\u1ef7 USD, t\u0103ng 206% so v\u1edbi m\u1ed9t n\u0103m tr\u01b0\u1edbc. C\u00f4ng ty d\u1ef1 ki\u1ebfn \u200b\u200bs\u1ebd b\u00e1o c\u00e1o k\u1ebft qu\u1ea3 h\u00e0ng qu\u00fd v\u00e0o ng\u00e0y 21 th\u00e1ng 2.<\/span><\/strong><\/p>\n

\"Gi\u00e1<\/p>\n

Gi\u00e1 c\u1ed5 phi\u1ebfu hi\u1ec7n t\u1ea1i c\u1ee7a Nvidia<\/p>\n<\/div>\n

C\u00f9ng v\u1edbi \u0111\u00f3, c\u1ed5 phi\u1ebfu c\u1ee7a c\u00e1c c\u00f4ng ty AI nh\u1ecf \u0111\u01b0\u1ee3c Nvidia h\u1eadu thu\u1eabn \u0111\u00e3 t\u0103ng v\u1ecdt. C\u1ed5 phi\u1ebfu c\u1ee7a Arm Holdings \u0111\u00e3 t\u0103ng h\u01a1n 80% trong th\u00e1ng tr\u01b0\u1edbc. C\u1ed5 phi\u1ebfu c\u1ee7a Recursion c\u0169ng \u0111\u00e3 t\u0103ng g\u1ea7n 15% trong c\u00f9ng phi\u00ean. C\u1ed5 phi\u1ebfu c\u1ee7a c\u00f4ng ty SoundHound t\u0103ng kho\u1ea3ng 80% tr\u01b0\u1edbc khi gi\u1ea3m m\u1ee9c t\u0103ng xu\u1ed1ng g\u1ea7n 60% v\u00e0o chi\u1ec1u 15\/2.<\/span><\/p>\n

S\u1ef1 t\u0103ng v\u1ecdt v\u1ec1 c\u1ed5 phi\u1ebfu c\u1ee7a Nvidia v\u00e0 c\u00e1c c\u00f4ng ty AI con cho th\u1ea5y nhu c\u1ea7u v\u1ec1 chip h\u1ed7 tr\u1ee3 AI c\u00f3 chi\u1ec1u h\u01b0\u1edbng gia t\u0103ng.\u00a0<\/span><\/p>\n

Theo ngu\u1ed3n tin t\u1eeb trang <\/span>Techradar<\/span>, <\/span>Nvidia<\/span> hi\u1ec7n ki\u1ec3m so\u00e1t kho\u1ea3ng 80% th\u1ecb tr\u01b0\u1eddng chip AI cao c\u1ea5p, n\u00e2ng gi\u00e1 tr\u1ecb th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n c\u1ee7a h\u00e3ng l\u00ean 1,82 ngh\u00ecn t\u1ef7 USD. <\/span>C\u00e1c m\u1eabu chip H100 v\u00e0 A100 c\u1ee7a Nvidia s\u00e1ng ch\u1ebf \u0111\u00f3ng vai tr\u00f2 l\u00e0 b\u1ed9 x\u1eed l\u00fd AI \u0111a n\u0103ng, t\u1ea1o sinh cho nhi\u1ec1u kh\u00e1ch h\u00e0ng l\u1edbn tr\u00ean.<\/span><\/p>\n

Nvidia\u00a0ph\u00e1t tri\u1ec3n\u00a0chip AI t\u00f9y ch\u1ec9nh cao c\u1ea5p<\/b><\/h2>\n

Tr\u01b0\u1edbc s\u1ee9c h\u00fat c\u1ee7a m\u1eabu ch\u00edp do Nvidia s\u00e1ng ch\u1ebf v\u00e0 t\u00ecnh tr\u1ea1ng c\u1ea1n ki\u1ec7t chip, c\u00e1c kh\u00e1ch h\u00e0ng c\u1ee7a Nvidia, bao g\u1ed3m OpenAI, Microsoft, Alphabet v\u00e0 Meta Platforms kh\u00f4ng ng\u1ea7n ng\u1ea1i th\u1ec3 hi\u1ec7n s\u1ef1 \u201ctranh gi\u00e0nh\u201d\u00a0c\u1ea1nh tranh trong l\u0129nh v\u1ef1c AI.\u00a0B\u1eb1ng ch\u1ee9ng l\u00e0 c\u00e1c c\u00f4ng ty n\u00e0y c\u0169ng b\u1eaft \u0111\u1ea7u ph\u00e1t tri\u1ec3n chip n\u1ed9i b\u1ed9 c\u1ee7a ri\u00eang m\u00ecnh.<\/span><\/p>\n

\u0110\u1ec3 ch\u1ed1ng l\u1ea1i m\u1ed1i \u0111e d\u1ecda n\u00e0y, Nvidia c\u0169ng \u0111\u00e3 c\u1ed1 g\u1eafng ph\u00e1t tri\u1ec3n chip AI t\u00f9y ch\u1ec9nh v\u00e0 cho ph\u00e9p b\u00ean th\u1ee9 3 c\u00f3 th\u1ec3 t\u00edch h\u1ee3p c\u00f4ng ngh\u1ec7 m\u1ea1ng \u0111\u1ed9c quy\u1ec1n v\u1edbi chip ri\u00eang c\u1ee7a h\u1ecd. C\u00e1c quan ch\u1ee9c c\u1ee7a Nvidia c\u0169ng \u0111\u00e3 g\u1eb7p \u0111\u1ea1i di\u1ec7n c\u1ee7a Amazon.com, Meta, Microsoft, Google v\u00e0 OpenAI \u0111\u1ec3 th\u1ea3o lu\u1eadn v\u1ec1 vi\u1ec7c s\u1ea3n xu\u1ea5t chip t\u00f9y ch\u1ec9nh \u0111\u1ed9c quy\u1ec1n.<\/span><\/p>\n

\n

NVIDIA:<\/strong>\u00a0Doanh nghi\u1ec7p s\u1ea3n xu\u1ea5t card \u0111\u1ed3 h\u1ecda d\u00f9ng cho m\u00e1y t\u00ednh v\u00e0 hi\u1ec7n l\u00e0 m\u1ed9t nh\u00e0 ti\u00ean phong trong l\u0129nh v\u1ef1c t\u00ednh to\u00e1n t\u0103ng t\u1ed1c.<\/span><\/strong><\/p>\n

Amazon.com:<\/strong>\u00a0C\u00f4ng ty c\u00f4ng ngh\u1ec7 \u0111a qu\u1ed1c gia c\u1ee7a M\u1ef9 c\u00f3 tr\u1ee5 s\u1edf t\u1ea1i Seattle, Washington t\u1eadp trung v\u00e0o \u0111i\u1ec7n to\u00e1n \u0111\u00e1m m\u00e2y, truy\u1ec1n ph\u00e1t k\u1ef9 thu\u1eadt s\u1ed1, tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o v\u00e0 th\u01b0\u01a1ng m\u1ea1i \u0111i\u1ec7n t\u1eed.<\/span><\/strong><\/p>\n

Meta:\u00a0T\u00ean ch\u00ednh th\u1ee9c Meta Platforms, Inc. Ti\u1ebfng Vi\u1ec7t:\u201dT\u1eadp \u0111o\u00e0n N\u1ec1n t\u1ea3ng Meta\u201d; t\u00ean c\u0169 Facebook, Inc.) c\u00f4ng ty truy\u1ec1n th\u00f4ng x\u00e3 h\u1ed9i v\u00e0 c\u00f4ng ngh\u1ec7 M\u1ef9 c\u00f3 tr\u1ee5 s\u1edf t\u1ea1i Menlo Park, California.<\/span><\/strong><\/p>\n

Microsoft:<\/strong>\u00a0T\u1eadp \u0111o\u00e0n \u0111a qu\u1ed1c gia c\u1ee7a Hoa K\u1ef3 tr\u1ee5 s\u1edf ch\u00ednh t\u1ea1i Redmond, Washington; chuy\u00ean ph\u00e1t tri\u1ec3n\/ s\u1ea3n xu\u1ea5t\/ kinh doanh b\u1ea3n quy\u1ec1n ph\u1ea7n m\u1ec1m v\u00e0 d\u1ecbch v\u1ee5 li\u00ean quan \u0111\u1ebfn m\u00e1y t\u00ednh.<\/span><\/strong><\/p>\n

Google(LLC)<\/strong>:\u00a0C\u00f4ng ty c\u00f4ng ngh\u1ec7 \u0111a qu\u1ed1c gia c\u1ee7a M\u1ef9, chuy\u00ean v\u1ec1 c\u00e1c d\u1ecbch v\u1ee5 v\u00e0 s\u1ea3n ph\u1ea9m li\u00ean quan \u0111\u1ebfn Internet, c\u00f4ng ngh\u1ec7 qu\u1ea3ng c\u00e1o tr\u1ef1c tuy\u1ebfn, c\u00f4ng c\u1ee5 t\u00ecm ki\u1ebfm, \u0111i\u1ec7n to\u00e1n \u0111\u00e1m m\u00e2y, ph\u1ea7n m\u1ec1m v\u00e0 ph\u1ea7n c\u1ee9ng.<\/span><\/strong><\/p>\n

OpenAI (Open Artificial Intelligence)<\/strong>:\u00a0T\u1ed5 ch\u1ee9c phi l\u1ee3i nhu\u1eadn chuy\u00ean nghi\u00ean c\u1ee9u v\u00e0 ph\u00e1t tri\u1ec3n nh\u1eefng \u1ee9ng d\u1ee5ng li\u00ean quan t\u1edbi tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o (AI)<\/span><\/strong><\/p>\n<\/blockquote>\n

\"Nvidia<\/p>\n

Nvidia ph\u00e1t tri\u1ec3n chip AI t\u00f9y ch\u1ec9nh<\/p>\n<\/div>\n

Dina McKinney (c\u1ef1u gi\u00e1m \u0111\u1ed1c AMD v\u00e0 Marvell) \u0111\u1ee9ng \u0111\u1ea7u b\u1ed9 ph\u1eadn t\u00f9y ch\u1ec9nh c\u1ee7a Nvidia v\u00e0 ngo\u00e0i c\u00e1c trung t\u00e2m d\u1eef li\u1ec7u cho bi\u1ebft m\u1ee5c ti\u00eau c\u1ee7a h\u1ecd v\u1edbi kh\u00e1ch h\u00e0ng l\u00e0 c\u1ea3 l\u0129nh v\u1ef1c \u0111\u00e1m m\u00e2y, kh\u00f4ng d\u00e2y 5G, tr\u00f2 ch\u01a1i \u0111i\u1ec7n t\u1eed v\u00e0 \u00f4 t\u00f4.<\/span><\/p>\n

Nvidia \u0111\u00e3 h\u00e0nh \u0111\u1ed9ng, b\u1eb1ng ch\u1ee9ng l\u00e0 Nvidia \u0111ang \u0111\u00e0m ph\u00e1n v\u1edbi nh\u00e0 x\u00e2y d\u1ef1ng c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng vi\u1ec5n th\u00f4ng Ericsson v\u1ec1 chip kh\u00f4ng d\u00e2y bao g\u1ed3m c\u00f4ng ngh\u1ec7 b\u1ed9 x\u1eed l\u00fd \u0111\u1ed3 h\u1ecda (GPU), \u0111\u1ec3 nh\u1eafm \u0111\u1ebfn th\u1ecb tr\u01b0\u1eddng vi\u1ec5n th\u00f4ng. Theo Alan Weckel, th\u1ecb tr\u01b0\u1eddng chip t\u00f9y ch\u1ec9nh vi\u1ec5n th\u00f4ng s\u1ebd kh\u00f4ng thay \u0111\u1ed5i \u1edf m\u1ee9c kho\u1ea3ng 4 t\u1ef7 USD \u0111\u1ebfn 5 t\u1ef7 USD m\u1ed7i n\u0103m.<\/span><\/p>\n

Nvidia c\u0169ng c\u00f3 k\u1ebf ho\u1ea1ch nh\u1eafm m\u1ee5c ti\u00eau v\u00e0o th\u1ecb tr\u01b0\u1eddng \u00f4t\u00f4 v\u00e0 tr\u00f2 ch\u01a1i \u0111i\u1ec7n t\u1eed. Theo Weckel, th\u1ecb tr\u01b0\u1eddng chip t\u00f9y ch\u1ec9nh cho \u00f4t\u00f4 s\u1ebd t\u0103ng tr\u01b0\u1edfng \u1ed5n \u0111\u1ecbnh t\u1eeb m\u1ee9c 6 t\u1ef7 USD hi\u1ec7n t\u1ea1i l\u00ean 8 t\u1ef7 USD trong t\u01b0\u01a1ng lai, v\u1edbi t\u1ed1c \u0111\u1ed9 20% m\u1ed7i n\u0103m. C\u00f2n th\u1ecb tr\u01b0\u1eddng chip t\u00f9y ch\u1ec9nh tr\u00f2 ch\u01a1i \u0111i\u1ec7n t\u1eed tr\u1ecb gi\u00e1 7 t\u1ef7 USD \u0111\u1ebfn 8 t\u1ef7 USD m\u1ed7i n\u0103m v\u00e0 h\u1ee9a h\u1eb9n s\u1ebd t\u0103ng trong t\u01b0\u01a1ng lai khi c\u00e1c m\u00e1y ch\u01a1i game th\u1ebf h\u1ec7 m\u1edbi c\u1ee7a Xbox v\u00e0 Sony ra \u0111\u1eddi.<\/span><\/p>\n

Hi\u1ec7n t\u1ea1i, m\u00e1y ch\u01a1i game c\u1ea7m tay Switch c\u1ee7a Nintendo \u0111\u00e3 bao g\u1ed3m chip Nvidia, Tegra X1. Theo m\u1ed9t ngu\u1ed3n tin, phi\u00ean b\u1ea3n m\u1edbi c\u1ee7a b\u1ea3ng \u0111i\u1ec1u khi\u1ec3n Switch d\u1ef1 ki\u1ebfn \u200b\u200b\u200b\u200btrong n\u0103m nay c\u00f3 th\u1ec3 s\u1ebd c\u00f3 thi\u1ebft k\u1ebf t\u00f9y ch\u1ec9nh c\u1ee7a Nvidia.<\/span><\/p>\n

C\u00f9ng v\u1edbi \u0111\u00f3, trong th\u1eddi gian qua CEO c\u1ee7a Nvidia l\u00e0 \u00f4ng Jensen Huang c\u0169ng \u0111\u00e3 gh\u00e9 th\u0103m nhi\u1ec1u qu\u1ed1c gia tr\u00ean th\u1ebf gi\u1edbi \u0111\u1ec3 h\u1ee3p t\u00e1c \u0111\u1ea7u t\u01b0. T\u1ea1i Vi\u1ec7t Nam, \u00f4ng mong mu\u1ed1n s\u1edbm thi\u1ebft l\u1eadp m\u1ed9t trung t\u00e2m \u0111\u1ec3 thu h\u00fat nh\u00e2n t\u00e0i tr\u00ean kh\u1eafp th\u1ebf gi\u1edbi, g\u00f3p ph\u1ea7n ph\u00e1t tri\u1ec3n h\u1ec7 sinh th\u00e1i b\u00e1n d\u1eabn v\u00e0 tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o AI.\u00a0<\/span><\/p>\n

\n

\u00a0XEM TH\u00caM:<\/strong><\/p>\n

    \n
  • Tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o AI l\u00e0 g\u00ec v\u00e0 \u0111\u01b0\u1ee3c \u1ee9ng d\u1ee5ng nh\u01b0 th\u1ebf n\u00e0o trong cu\u1ed9c s\u1ed1ng?<\/strong><\/li>\n
  • Nh\u1eefng \u0111i\u1ec1u c\u00f4ng ty c\u1ea7n bi\u1ebft tr\u01b0\u1edbc khi \u0111\u1ea7u t\u01b0 v\u00e0o c\u00f4ng ngh\u1ec7 AI<\/em><\/strong><\/li>\n<\/ul>\n<\/blockquote>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

    NVIDIA:<\/strong>\u00a0Doanh nghi\u1ec7p s\u1ea3n xu\u1ea5t card \u0111\u1ed3 h\u1ecda d\u00f9ng cho m\u00e1y t\u00ednh v\u00e0 hi\u1ec7n l\u00e0 m\u1ed9t nh\u00e0 ti\u00ean phong trong l\u0129nh v\u1ef1c t\u00ednh to\u00e1n t\u0103ng t\u1ed1c.<\/span><\/strong><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[456],"tags":[],"_links":{"self":[{"href":"https:\/\/masterskills.org\/blog\/wp-json\/wp\/v2\/posts\/70945"}],"collection":[{"href":"https:\/\/masterskills.org\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/masterskills.org\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/masterskills.org\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/masterskills.org\/blog\/wp-json\/wp\/v2\/comments?post=70945"}],"version-history":[{"count":0,"href":"https:\/\/masterskills.org\/blog\/wp-json\/wp\/v2\/posts\/70945\/revisions"}],"wp:attachment":[{"href":"https:\/\/masterskills.org\/blog\/wp-json\/wp\/v2\/media?parent=70945"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/masterskills.org\/blog\/wp-json\/wp\/v2\/categories?post=70945"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/masterskills.org\/blog\/wp-json\/wp\/v2\/tags?post=70945"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}