{"id":9747,"date":"2025-11-20T10:56:46","date_gmt":"2025-11-20T05:56:46","guid":{"rendered":"https:\/\/pivot.uz\/?p=9747"},"modified":"2025-11-20T11:06:18","modified_gmt":"2025-11-20T06:06:18","slug":"nvidia-q3-natijalari-ai-bozoridagi-shubhalar-tarqaldi-va-yangi-ittifoqlar-kuchaymoqda","status":"publish","type":"post","link":"https:\/\/pivot.uz\/uz\/nvidia-q3-natijalari-ai-bozoridagi-shubhalar-tarqaldi-va-yangi-ittifoqlar-kuchaymoqda\/","title":{"rendered":"Nvidia Q3 natijalari: AI bozoridagi shubhalar tarqaldi va yangi ittifoqlar kuchaymoqda"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Sun\u2019iy intellektga investitsiyalar global texnologiya bozorini tubdan o\u2018zgartirayotgan bir paytda, Nvidia uchinchi chorakdagi moliyaviy ko\u2018rsatkichlari bilan yanada keskin e\u2019tibor markaziga chiqdi. Kompaniyaning so\u2018nggi hisobotida nafaqat bozor kutganidan yuqori daromadlar, balki AI ekotizimidagi kuchayib borayotgan hamkorliklar va strategik yo\u2018nalishlar ham o\u2018z aksini topdi.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Daromadlar<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Nvidia chorak davomida <strong>$57 milliard dollar<\/strong> daromad qayd etib, tahlilchilar kutilmalarini ortda qoldirdi. Daromadning mutlaq asosiy qismini \u2014 <strong>$51 milliard dollarni<\/strong> \u2014 data-markaz bo\u2018limi yaratdi. Bu ko\u2018rsatkich kompaniyaning AI infratuzilmasiga bo\u2018lgan talab naqadar kuchli ekanini ko\u2018rsatadi.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Kompaniya keyingi chorak uchun prognozlarini ham yangiladi: <strong>$65 milliard dollarlik<\/strong> savdo rejalashtirilmoqda. Bu esa bozorni o\u2018tgan haftalardagi beqarorlikdan so\u2018ng yana jonlantirdi.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>AI pufagi haqidagi savollarga CEOning keskin javobi<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">So\u2018nggi oylar ichida sun\u2019iy intellekt bozorida \u201cpufak\u201d yuzaga kelayotgani haqida ko\u2018plab ekspertlar fikr bildirdi. Ammo Nvidia rahbari Jensen Huang bunday xavotirlarni qat\u2019iyan rad etdi. Uning ta\u2019kidlashicha, kompaniyaning GPU ekotizimi sun\u2019iy intellekt jarayonining barcha bosqichlariga \u2014 modelni o\u2018qitishdan tortib inferensiya (ya\u2019ni natija chiqarish)gacha \u2014 moslashtirilgan noyob platformalardan biridir.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>CPU\u2019lardan GPU\u2019larga global o\u2018tish hali endigina boshlangan;<\/li>\n\n\n\n<li>AI reklama, xizmatlar va agentik tizimlar orqali real daromadlar keltirmoqda;<\/li>\n\n\n\n<li>Yangi avlod AI agentlari sanoatni tubdan o\u2018zgartiradi.<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>OpenAI, xAI va boshqalar: Nvidia yangi ittifoqlar qurmoqda<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">2025 yilning eng sezilarli o\u2018zgarishlaridan biri \u2014 Nvidia va bir qator AI kompaniyalari o\u2018rtasidagi strategik yaqinlashuv bo\u2018ldi.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>OpenAI bilan 10 gigavattlik shartnoma<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Kelasi avlod modellari uchun OpenAI bilan <strong>10 GW lik AI infratuzilmasi<\/strong> yaratish bo\u2018yicha kelishuv imzolangan.<\/li>\n\n\n\n<li>Loyiha qiymati <strong>$100 milliard dollargacha<\/strong> yetishi mumkin.<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Anthropic bilan chuqurlashtirilgan hamkorlik<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Nvidia tomonidan <strong>$10 milliard dollargacha investitsiya<\/strong> ajratilishi ma\u2019lum qilindi.<\/li>\n\n\n\n<li>Anthropic esa o\u2018z navbatida Azure\u2019da Nvidia quvvatlari asosida <strong>30 milliard dollarlik<\/strong> hisoblash resursi xarid qilmoqda.<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Saudiya Arabistonidagi gigant data-markaz va xAI<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Saudiya Arabistonida yuz minglab Nvidia chiplaridan iborat ulkan klaster xAI\u2019ning birinchi yirik mijozi bo\u2018ladi.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Bu hamkorliklar Nvidia\u2019ning AI ekotizimida nafaqat yetakchi, balki markaziy o\u2018yinchi ekanini yana bir bor tasdiqladi.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Xitoy bozoridagi noaniqliklar davom etmoqda<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">AQShning eksport cheklovlari sabab Nvidia Xitoyga ilg\u2018or AI chiplarini sotishda qiyinchiliklarga duch kelmoqda. Moliyaviy direktor Colette Kressning aytishicha:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>chorak davomida Xitoydan kutilgan yirik buyurtmalar amalga oshmadi;<\/li>\n\n\n\n<li>kompaniya kelasi chorakda Xitoydan <strong>0 dollarlik daromad<\/strong> bo\u2018lishini taxmin qilmoqda.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Shu bilan birga, bozor ekspertlari \u2014 jumladan DA Davidsonning tahlilchilari \u2014 global AI talabining 2026 yilda ham pasaymasligini aytmoqda.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Robotics, avtomobil sanoati va AI infratuzilmasi \u2014 yangi o\u2018sish drayverlari<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Nvidia uchun asosiy e\u2019tibor hali ham AI infratuzilmasiga qaratilgan. Bu yo\u2018nalish yillab davom etadigan, murakkab va katta sarmoya talab qiladigan jarayon bo\u2018lsa-da, kompaniya o\u2018zini ushbu global o\u2018zgarishning asosiy yetkazib beruvchisi sifatida ko\u2018rmoqda.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Avtomobil bo\u2018limi daromadlari <strong>32% ga oshdi<\/strong>.<\/li>\n\n\n\n<li>Kompaniya global AI infratuzilmasiga yiliga <strong>$3\u20134 trillion dollar<\/strong> atrofida mablag\u2018 yo\u2018naltirilishini kutmoqda.<\/li>\n\n\n\n<li>Yaqinda e\u2019lon qilingan loyiha portfeli <strong>5 million GPU<\/strong> miqyosida.<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Hyperscalerlar \u2014 asosiy mijozlar<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Kressning so\u2018zlariga ko\u2018ra, Meta kabi ulkan cloud-provayderlar Nvidia uchun uzoq muddatli imkoniyatlarning yarmiga yaqinini tashkil etadi. Bu kompaniyalar generativ AI\u2019ni asosiy xizmatlariga chuqur integratsiya qilmoqda.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Huang esa shuni qo\u2018shimcha qildi: GPU\u2019lar nafaqat gigantlar, balki o\u2018rta va kichik kompaniyalar uchun ham xarajatni kamaytiruvchi va tezlikni oshiruvchi yechim sifatida tobora muhimlashmoqda.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Nvidia hozirgi kunda AI bozorining yuragi sifatida harakat qilmoqda. Uchinchi chorak natijalari shuni ko\u2018rsatadiki:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>AI pufagi haqidagi xavotirlar hozircha raqamlar bilan tasdiqlanmayapti,<\/li>\n\n\n\n<li>hamkorliklar va global infratuzilma loyihalari kengaymoqda,<\/li>\n\n\n\n<li>raqobat va geosiyosiy cheklovlarga qaramay, kompaniya o\u2018z o\u2018sish sur\u2019atlarini saqlab qolmoqda.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Sun\u2019iy intellektga investitsiyalar global texnologiya bozorini tubdan o\u2018zgartirayotgan bir paytda, Nvidia uchinchi chorakdagi moliyaviy ko\u2018rsatkichlari bilan yanada keskin e\u2019tibor markaziga chiqdi. Kompaniyaning so\u2018nggi hisobotida nafaqat bozor kutganidan yuqori daromadlar, balki AI ekotizimidagi kuchayib borayotgan hamkorliklar va strategik yo\u2018nalishlar ham o\u2018z aksini topdi. Daromadlar Nvidia chorak davomida $57 milliard dollar daromad qayd etib, tahlilchilar kutilmalarini ortda [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":9745,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"jnews-multi-image_gallery":[],"jnews_single_post":{"format":"standard"},"jnews_primary_category":[],"jnews_override_bookmark_settings":[],"jnews_paywall_metabox":[],"jnews_override_counter":[],"jnews_podcast_option":[],"jnews_podcast_series":[],"footnotes":""},"categories":[116],"tags":[],"jnews-series":[],"class_list":["post-9747","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-startaplar"],"_links":{"self":[{"href":"https:\/\/pivot.uz\/uz\/wp-json\/wp\/v2\/posts\/9747","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/pivot.uz\/uz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/pivot.uz\/uz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/pivot.uz\/uz\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/pivot.uz\/uz\/wp-json\/wp\/v2\/comments?post=9747"}],"version-history":[{"count":1,"href":"https:\/\/pivot.uz\/uz\/wp-json\/wp\/v2\/posts\/9747\/revisions"}],"predecessor-version":[{"id":9748,"href":"https:\/\/pivot.uz\/uz\/wp-json\/wp\/v2\/posts\/9747\/revisions\/9748"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/pivot.uz\/uz\/wp-json\/wp\/v2\/media\/9745"}],"wp:attachment":[{"href":"https:\/\/pivot.uz\/uz\/wp-json\/wp\/v2\/media?parent=9747"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/pivot.uz\/uz\/wp-json\/wp\/v2\/categories?post=9747"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/pivot.uz\/uz\/wp-json\/wp\/v2\/tags?post=9747"},{"taxonomy":"jnews-series","embeddable":true,"href":"https:\/\/pivot.uz\/uz\/wp-json\/wp\/v2\/jnews-series?post=9747"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}