Umugabane wa Marvell uragabanuka mugihe abashoramari bashaka igihe gisobanutse kubyo Google AI-chip yinjiza

Byagenze bite

Reuters yatangaje ko imigabane ya Marvell Technology yagabanutse hejuru ya 8% mu bucuruzi hakiri kare ku ya 28 Kanama nyuma y’uko uwashushanyaga chip yashyize ahagaragara ibisubizo ndetse n’iteganyagihe abashoramari babonaga ko bidahagije ugereranije n’ibiteganijwe. Impungenge nyamukuru ni igihe cyo kwinjiza amafaranga avuye mu masezerano ya Google aherutse gutangazwa, Marvell avuga ko ashobora kwinjiza amadolari agera kuri miliyari 120 binyuze mu ngengo y’imari 2033.

Reuters, muri raporo yatangajwe n’ikinyamakuru The Economic Times, yavuze ko imigabane ya Marvell yagabanutse hejuru ya 8% igera ku madolari 221.60 mu bucuruzi hakiri kare nyuma y’uko iyi sosiyete itangaje ibisubizo byavuzwe ko bikomeye ariko binanirwa gutanga ibimenyetso bishya abashoramari bifuzaga ku iterambere ry’igihe kirekire. Kugabanuka byatumye Marvell mu nzira yo gutakaza miliyari zisaga 17.4 z'amadolari y'agaciro k'isoko niba igihombo cyarakozwe nk'uko raporo ibigaragaza. Ibi byari isoko yisoko kubiteganijwe hafi yubucuruzi bujyanye na AI, aho kuba raporo yo kunanirwa, guseswa, cyangwa ikibazo cya tekiniki kirimo chip ya Marvell cyangwa sisitemu ya Google.

Reuters yavuze ko Marvell yungukiwe n’iterambere ry’imikoreshereze y’ibikorwa remezo bya AI kuko amasosiyete akomeye y’ikoranabuhanga akoresha imashini zishakisha uburyo bwo gukora neza no gukora neza. Imigabane y'isosiyete yariyikubye hafi gatatu mu mwaka mbere yuko igurishwa rivugwa. Reuters yavuze kandi ko amafaranga yose akoreshwa muri Big Tech AI ateganijwe kurenga miliyari 740 z'amadolari mu mwaka uteganijwe na raporo. Inkomoko ntiyagaragaje ubwigenge iyo mibare yo gukoresha, nta nubwo yatanze ibisobanuro birambuye byerekana uko umubare wacyo uza muri Marvell.

Icyibanzweho cyane ni amasezerano ya Google aherutse gutangazwa na Marvell yavuze ko ashobora kwinjiza amadolari agera kuri miliyari 120 z'amadolari binyuze mu ngengo y’imari ya 2033. Reuters yatangaje ko abashoramari bifuza kumenya uburyo ayo masezerano azatangira gutanga umusanzu mu buryo bwinjiza amafaranga. Umuyobozi mukuru wa Marvell, Matt Murphy, yavuze ko intego z’isosiyete yinjira-yinjira mu ngengo y’imari ya 2028 yamaze kwerekana bimwe mu byinjira bijyanye na Google, mu gihe umusanzu uzarushaho kuba ingirakamaro mu ngengo y’imari ya 2029. Raporo ntiyatanze amasezerano y’ubucuruzi yuzuye, gahunda yo gutanga, ingano ya chip, ibiciro, imipaka, cyangwa icyemezo rusange cyatanzwe na Google cyemeza ko amafaranga ateganijwe.

Reuters yatangaje ko Marvell iteganya ko amafaranga yiyongera hafi 45% mu ngengo y’imari 2027 akagera kuri miliyari 18 z'amadolari mu ngengo y’imari 2028, afashijwe n’amafaranga yinjira mu kigo. Raporo ivuga ko ubwo buhanuzi butari buhagije kugira ngo buhuze ibyifuzo byose ku isoko. Nibura abanyamurwango umunani bazamuye igiciro cyabo nyuma y ibisubizo, bafite intego yo hagati ya $ 275, hashingiwe ku makuru ya LSEG yavuzwe na Reuters. Izi ntego ni igereranya ryabasesengura, ntabwo ryagenzuwe ryigenga ryigenga, kandi ntibavuga ko Marvell izagera ku iterambere ryateganijwe cyangwa ko amasezerano ya Google azagera ku giciro cyayo kinini.

Ibisobanuro birambuye: m.economictimes.com ↗

Impamvu ari ngombwa

Raporo yerekana uburyo igenamigambi ryinshi rya semiconductor ubu rishingiye ku nyungu ziteganijwe ziva mu bikorwa remezo bya AI, ntabwo zishingiye ku nyungu zisanzwe. Irerekana kandi itandukaniro riri hagati yubunini bwumutwe wamasezerano akomeye ya chip-chip hamwe nintererano yinjiza, yatanzwe nabashoramari bashobora kubona mugihe cya vuba.

Raporo ifite akamaro kuko yerekana ko ibikorwa remezo bya AI bigenda bisuzumwa hifashishijwe inguzanyo zisaba amafaranga. Amasezerano manini ateganijwe arashobora gushyigikira inkuru yigihe kirekire yikigo, ariko abashoramari barashobora guhana isosiyete mugihe amafaranga ateganijwe ageze nyuma yigihe giteganijwe. Ku bijyanye na Marvell, Reuters yasobanuye kudahuza hagati yubunini bwamahirwe ya Google n’umusanzu ugereranije n’igihe gito ugereranije n’ubuyobozi.

Amasezerano yatangajwe yerekana kandi uruhare rwa chipi yihariye mugutanga AI. Reuters yavuze ko amasosiyete akomeye y’ikoranabuhanga arimo gukoresha silikoni yihariye kugira ngo akore neza imikorere. Ibyo bitanga amahirwe kubashushanya chip nka Marvell, ariko kandi bivuze ko amafaranga azaza ashobora guterwa na gahunda yo kohereza abakiriya, impamyabumenyi y'ibicuruzwa, gukora ibicuruzwa, n'umuvuduko ubushobozi bwa AI-centre yubakwa. Inkomoko ntabwo yemeje ubwigenge na kimwe muri ibyo bikorwa byingenzi.

Kubaturage no kubucuruzi bushingiye kuri serivisi za AI, ikibazo cyamafaranga gifite ingaruka zifatika. Porogaramu ya chip-chip irashobora guhindura ikiguzi, kuboneka, nubunini bwa mudasobwa ya AI, ariko raporo nta kimenyetso cyerekana ko amasezerano ya Google yamaze guhindura uburyo bwabaguzi, ibiciro bya serivisi, ubushobozi bwikitegererezo, cyangwa imikorere yikigo. Akamaro kayo cyane cyane mu nganda n’imari: itanga idirishya ryukuntu ibigo remezo bishyigikira AI bihabwa agaciro nuburyo abashoramari biteze ko icyo cyifuzo kizahinduka mubyo binjije.

Reuters yatangaje kandi ko Marvell acuruza ku giciro cyo guhangana na Broadcom bahanganye, aho amezi 12 yoherejwe mbere yo kwinjiza-58.41 ugereranije na 32.15, ukoresheje amakuru ya LSEG. Kugereranya bifasha gusobanura ibyiyumvo byimigabane kubitandukanya bigaragara hagati yibiteganijwe nubuyobozi. Ntabwo ubwayo yerekana ko Marvell idahabwa agaciro, ko Broadcom isimbuye mu buryo butaziguye ibicuruzwa byose bya Marvell, cyangwa ko icyerekezo cya AI kijyanye na AI kizerekana ko ari ukuri. Izo ngingo ntizikemurwa kuva isoko yatanzwe.

Ibyo kureba

Ikibazo cyingenzi kidakemutse ni igihe Google yinjiza amafaranga azinjira azaba ibikoresho ndetse nibyinshi mubyo Marvell yari asanzweho bimaze kubishyiramo. Reuters iragaragaza kandi ko Marvell yahuye na Microsoft, icyifuzo cya AI cyo guhuza, ibyifuzo byinjiza ejo hazaza, hamwe n’agaciro kayo ugereranije na Broadcom nkibintu abashoramari bashobora gukomeza gusuzuma.

Ikimenyetso cyingenzi gikurikiraho ni igihe nubunini bwa Google yinjiza bijyanye. Reuters yatangaje ko igitekerezo cy’ubuyobozi kivuga ko umusanzu runaka ushyirwa mu ntego binyuze mu ngengo y’imari ya 2028 kandi ko ingaruka zizaba nini cyane mu ngengo y’imari ya 2029. Abashoramari birashoboka ko bazashakisha ibizaza mu gihe kizaza bitandukanya amafaranga yinjira muri Google n’ubucuruzi bwagutse bwa Marvell, ariko raporo yatanzwe ntivuga niba sosiyete izatanga urwo rwego rurambuye cyangwa igihe izabikora.

Ikibazo cya kabiri ni ukumenya niba Marvell yagutse ya AI igaragara cyane nkuko byasobanuwe. Reuters yavuze ibyerekezo birimo Microsoft na AI ihuza AI mu rwego rw'igihe kirekire cy'isosiyete. Raporo ntiyagaragaje ibicuruzwa byihariye bya Microsoft, amasezerano, amatariki yoherejwe, cyangwa imibare yinjira, bityo ibyo byiringiro bigomba gufatwa nkibishoboka aho gutangazwa aho byemejwe n’ubucuruzi. Ntabwo kandi ryagaragaje niba ibyifuzo byo guhuza biziyongera ku kigero kimwe n’ibisabwa byihuta bya AI cyangwa chip yihariye.

Abashoramari bazareba kandi niba ingengo y’imari 2027 y’isosiyete n’ingengo y’imari 2028 yujujwe. Reuters yatangaje ko biteganijwe ko izamuka ry’amafaranga agera kuri 45% mu ngengo y’imari 2027 na miliyari 18 z'amadolari mu ngengo y’imari 2028, ariko raporo ntiyatanze amakuru ahagije yo gusuzuma ibivugwa muri iyo mibare. Inkomoko yanavuze ku bushakashatsi bwa Melius bwerekana ko amaherezo Marvell ashobora kugera ku madorari 20 y’inyungu ku mugabane mbere y’imyaka icumi; ibyo nibisesengura projection, ntabwo ibisubizo byemejwe.

Hanyuma, umutwe wumutwe ugera kuri miliyari 120 z'amadolari ntugomba kwitiranwa ninjiza cyangwa yinjije. Raporo ntabwo yemeza ubwigenge agaciro ntarengwa, inshingano zabakiriya kugura kururwo rwego, igihe cyo kumenyekana, cyangwa inyungu zakazi. Kugeza ubwo ibyo bitazwi bisobanuwe neza binyuze mumasosiyete cyangwa izindi raporo zizewe, amasezerano ya Google yumvikana neza nkamahirwe manini maremare maremare igihembo cyamafaranga kitaramenyekana.

Ibijyanye nuyobora & ibibazo