Doanh thu c\u1ee7a Nvidia d\u1ef1 ki\u1ebfn \u200b\u200bt\u0103ng 65% trong th\u00e1ng 2-4, Huang Renxun tr\u1ea3 l\u1eddi DeepSeek<\/p>\n
B\u00e1o c\u00e1o t\u00e0i ch\u00ednh t\u1eeb th\u00e1ng 11 n\u0103m 2024 \u0111\u1ebfn th\u00e1ng 1 n\u0103m 2025 do g\u00e3 kh\u1ed5ng l\u1ed3 b\u00e1n d\u1eabn Nvidia c\u1ee7a Hoa K\u1ef3 c\u00f4ng b\u1ed1 v\u00e0o ng\u00e0y 26 th\u00e1ng 2 cho th\u1ea5y doanh thu c\u1ee7a c\u00f4ng ty t\u0103ng 78% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m ngo\u00e1i, \u0111\u1ea1t 39,331 t\u1ef7 \u0111\u00f4 la M\u1ef9. Doanh thu trong giai \u0111o\u1ea1n t\u1eeb th\u00e1ng 2 \u0111\u1ebfn th\u00e1ng 4 n\u0103m 2025 d\u1ef1 ki\u1ebfn \u200b\u200bs\u1ebd t\u0103ng kho\u1ea3ng 65% l\u00ean 43 t\u1ef7 \u0111\u00f4 la, v\u01b0\u1ee3t qu\u00e1 k\u1ef3 v\u1ecdng c\u1ee7a th\u1ecb tr\u01b0\u1eddng. C\u00f4ng ty k\u1ef3 v\u1ecdng nhu c\u1ea7u v\u1ec1 chip tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o (AI) s\u1ebd ti\u1ebfp t\u1ee5c t\u0103ng.<\/p>\n
D\u1eef li\u1ec7u QUICK\u00b7FactSet cho th\u1ea5y k\u1ef3 v\u1ecdng c\u1ee7a th\u1ecb tr\u01b0\u1eddng v\u1ec1 doanh thu trong th\u00e1ng 2-th\u00e1ng 4 l\u00e0 t\u0103ng 62% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m ngo\u00e1i l\u00ean kho\u1ea3ng 42 t\u1ef7 \u0111\u00f4 la M\u1ef9, trong khi d\u1ef1 b\u00e1o c\u1ee7a Nvidia cao h\u01a1n m\u1ee9c n\u00e0y.<\/p>\n
T\u1eeb th\u00e1ng 11 n\u0103m 2024 \u0111\u1ebfn th\u00e1ng 1 n\u0103m 2025, l\u1ee3i nhu\u1eadn r\u00f2ng c\u1ee7a Nvidia t\u0103ng 80% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc, \u0111\u1ea1t 22,091 t\u1ef7 \u0111\u00f4 la M\u1ef9. C\u1ea3 doanh thu v\u00e0 l\u1ee3i nhu\u1eadn r\u00f2ng \u0111\u1ec1u v\u01b0\u1ee3t qu\u00e1 k\u1ef3 v\u1ecdng c\u1ee7a th\u1ecb tr\u01b0\u1eddng v\u00e0 l\u1eadp k\u1ef7 l\u1ee5c m\u1edbi trong qu\u00fd.<\/p>\n
Trong b\u00e1o c\u00e1o t\u00e0i ch\u00ednh t\u1eeb th\u00e1ng 11 n\u0103m 2024 \u0111\u1ebfn th\u00e1ng 1 n\u0103m 2025, doanh thu c\u1ee7a b\u1ed9 ph\u1eadn trung t\u00e2m d\u1eef li\u1ec7u t\u0103ng 93% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc, \u0111\u1ea1t 35,58 t\u1ef7 \u0111\u00f4 la M\u1ef9. Trong s\u1ed1 \u0111\u00f3, doanh s\u1ed1 b\u00e1n chip AI h\u00e0ng \u0111\u1ea7u “Blackwell” \u0111\u00e3 \u0111i v\u00e0o s\u1ea3n xu\u1ea5t h\u00e0ng lo\u1ea1t, \u0111\u1ea1t 11 t\u1ef7 \u0111\u00f4 la M\u1ef9. Ho\u1ea1t \u0111\u1ed9ng kinh doanh trung t\u00e2m d\u1eef li\u1ec7u chi\u1ebfm kho\u1ea3ng 90% t\u1ed5ng doanh thu c\u1ee7a c\u00f4ng ty.<\/p>\n
Doanh thu t\u1eeb b\u1ed9 ph\u1eadn \u00f4 t\u00f4 t\u0103ng g\u1ea5p \u0111\u00f4i so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc, \u0111\u1ea1t 570 tri\u1ec7u \u0111\u00f4 la. C\u00e1c ch\u1ea5t b\u00e1n d\u1eabn \u00f4 t\u00f4 c\u1ee7a Nvidia \u0111\u00e3 \u0111\u01b0\u1ee3c c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t xe \u0111i\u1ec7n (EV) c\u1ee7a Trung Qu\u1ed1c v\u00e0 c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t l\u1edbn nh\u01b0 Toyota Motor \u00e1p d\u1ee5ng cho xe t\u1ef1 l\u00e1i.<\/p>\n
Doanh thu t\u1eeb b\u1ed9 ph\u1eadn tr\u00f2 ch\u01a1i gi\u1ea3m 11% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc xu\u1ed1ng c\u00f2n 2,544 t\u1ef7 \u0111\u00f4 la. Do s\u1ef1 t\u0103ng tr\u01b0\u1edfng m\u1ea1nh m\u1ebd c\u1ee7a m\u1ea3ng kinh doanh chip AI, m\u1ea3ng kinh doanh game v\u1ed1n l\u00e0 ngu\u1ed3n doanh thu ch\u00ednh tr\u01b0\u1edbc \u0111\u00e2y \u0111\u00e3 gi\u1ea3m xu\u1ed1ng c\u00f2n kho\u1ea3ng 6% t\u1ed5ng doanh thu.<\/p>\n
V\u00e0o th\u00e1ng 1, c\u00f4ng ty kh\u1edfi nghi\u1ec7p Trung Qu\u1ed1c DeepSeek tuy\u00ean b\u1ed1 h\u1ecd \u0111\u00e3 ph\u00e1t tri\u1ec3n \u0111\u01b0\u1ee3c AI hi\u1ec7u su\u1ea5t cao v\u1edbi chi ph\u00ed th\u1ea5p h\u01a1n c\u00e1c s\u1ea3n ph\u1ea9m t\u01b0\u01a1ng t\u1ef1 t\u1ea1i Hoa K\u1ef3. Do \u0111\u00f3, th\u1ecb tr\u01b0\u1eddng tin r\u1eb1ng s\u1ed1 l\u01b0\u1ee3ng ch\u1ea5t b\u00e1n d\u1eabn c\u1ea7n thi\u1ebft cho qu\u00e1 tr\u00ecnh ph\u00e1t tri\u1ec3n AI c\u00f3 th\u1ec3 \u00edt h\u01a1n d\u1ef1 ki\u1ebfn, khi\u1ebfn gi\u00e1 c\u1ed5 phi\u1ebfu c\u1ee7a Nvidia gi\u1ea3m m\u1ea1nh.<\/p>\n
\u0110\u00e1p l\u1ea1i v\u1ea5n \u0111\u1ec1 n\u00e0y, CEO c\u1ee7a Nvidia l\u00e0 Jensen Huang \u0111\u00e3 ph\u00e1t bi\u1ec3u t\u1ea1i h\u1ed9i ngh\u1ecb thu nh\u1eadp v\u00e0o ng\u00e0y 26: “C\u00e1c m\u00f4 h\u00ecnh suy lu\u1eadn logic (AI) \u0111\u00f2i h\u1ecfi s\u1ee9c m\u1ea1nh t\u00ednh to\u00e1n g\u1ea5p 100 l\u1ea7n”, nh\u1ea5n m\u1ea1nh r\u1eb1ng v\u1edbi s\u1ef1 ph\u1ed5 bi\u1ebfn c\u1ee7a AI ti\u00ean ti\u1ebfn, nhu c\u1ea7u v\u1ec1 ch\u1ea5t b\u00e1n d\u1eabn s\u1ebd c\u00f2n t\u0103ng cao h\u01a1n n\u1eefa.<\/p>\n
Do l\u1ec7nh ki\u1ec3m so\u00e1t xu\u1ea5t kh\u1ea9u c\u1ee7a ch\u00ednh ph\u1ee7 Hoa K\u1ef3 \u0111\u1ed1i v\u1edbi Trung Qu\u1ed1c, Nvidia v\u1eabn kh\u00f4ng th\u1ec3 xu\u1ea5t kh\u1ea9u ch\u1ea5t b\u00e1n d\u1eabn AI ti\u00ean ti\u1ebfn sang Trung Qu\u1ed1c. Ho\u00e0ng Nh\u00e2n Hu\u00e2n cho bi\u1ebft: “Th\u1ecb ph\u1ea7n b\u00e1n h\u00e0ng t\u1ea1i th\u1ecb tr\u01b0\u1eddng Trung Qu\u1ed1c \u0111\u00e3 gi\u1ea3m g\u1ea7n m\u1ed9t n\u1eeda so v\u1edbi tr\u01b0\u1edbc khi c\u00f3 quy \u0111\u1ecbnh” v\u00e0 d\u1ef1 ki\u1ebfn \u200b\u200bdoanh s\u1ed1 b\u00e1n h\u00e0ng sang Trung Qu\u1ed1c s\u1ebd v\u1eabn \u1edf m\u1ee9c th\u1ea5p n\u1ebfu quy \u0111\u1ecbnh n\u00e0y ti\u1ebfp t\u1ee5c \u0111\u01b0\u1ee3c \u00e1p d\u1ee5ng.<\/p>\n","protected":false},"excerpt":{"rendered":"
Doanh thu c\u1ee7a Nvidia d\u1ef1 ki\u1ebfn \u200b\u200bt\u0103ng 65% trong th\u00e1ng 2-4, Huang Renxun tr\u1ea3 l\u1eddi DeepSeek B\u00e1o c\u00e1o t\u00e0i ch\u00ednh… Read More »<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"_links":{"self":[{"href":"https:\/\/www.ibnews.com\/vn\/wp-json\/wp\/v2\/posts\/16"}],"collection":[{"href":"https:\/\/www.ibnews.com\/vn\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.ibnews.com\/vn\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.ibnews.com\/vn\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.ibnews.com\/vn\/wp-json\/wp\/v2\/comments?post=16"}],"version-history":[{"count":1,"href":"https:\/\/www.ibnews.com\/vn\/wp-json\/wp\/v2\/posts\/16\/revisions"}],"predecessor-version":[{"id":17,"href":"https:\/\/www.ibnews.com\/vn\/wp-json\/wp\/v2\/posts\/16\/revisions\/17"}],"wp:attachment":[{"href":"https:\/\/www.ibnews.com\/vn\/wp-json\/wp\/v2\/media?parent=16"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.ibnews.com\/vn\/wp-json\/wp\/v2\/categories?post=16"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.ibnews.com\/vn\/wp-json\/wp\/v2\/tags?post=16"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}