Whalesbook
Sabse pehle samajhte hain ki yeh 'Physical AI' hai kya cheez. Matlab, Nvidia sirf chips banane tak nahi ruk raha, woh ab robots, self-driving gaadiyon, aur AI se chalne wale manufacturing jaise real-world applications mein bhi ghus raha hai. Iske liye unko apne Asian partners ke saath aur bhi zyada milkar kaam karna padega.
Aur is strategy ka asar seedha stocks par dikh raha hai! Jabse Nvidia ne robotics mein LG Electronics ke saath aur intelligent driving systems mein Huizhou Desay SV Automotive aur Pateo Connect Technology jaise companies ke saath collaborations ki khabar aayi hai, toh inke share prices bhagne lage hain. Sunne mein aaya hai ki LG Electronics ke shares toh 15% tak badh gaye the sirf robot integration ki baaton se! Nanya Technology bhi 10% upar chala gaya partnership news ke baad. Ye dikhata hai ki Nvidia ka influence kitna bada hai aur kaise woh alag alag hardware ki demand badha raha hai.
Ab Asia ka role toh crucial ho gaya hai Nvidia ke liye. Pata hai kya? Jo log Nvidia ke products banate hain, unka 90% tak ka production cost Asia mein hi hota hai, jo pichhle saal sirf 65% tha! Matlab, manufacturing, assembly, sab kuch yahan ho raha hai. Taiwan Semiconductor Manufacturing Company (TSMC) toh AI chips ke liye sabse bada player hai, lagbhag 70-72% market share ke saath. Woh 2nm aur 3nm jaise advanced chips bana sakta hai, jo Nvidia ko chahiye. Aur Nvidia khud AI accelerators market ka 80-92% control karta hai, toh woh TSMC par bahut depend karta hai. Baaki competitors jaise AMD ke paas 15% se bhi kam share hai.
Lekin ek baat hai, itni gehri partnership ka matlab hai ki agar Nvidia ka strategy badla ya AI spending kam ho gayi, toh yeh companies mushkil mein pad sakti hain, kyunki woh ek hi bade customer par bahut zyada depend karti hain. Analysts bhi inke future growth par hi zyada bharosa kar rahe hain. Jaise Nanya Technology ke targets 40% tak ka upside dikha rahe hain, aur SK Hynix ke targets 31% gain ka ishara de rahe hain. Competition bhi kam nahi hai, AMD aur Intel bhi apna share wapas paane ki koshish kar rahe hain. Isliye partners ko hamesha naya karte rehna padega.
Analysts overall toh optimistic hain. Nanya Technology, SK Hynix, aur LG Electronics ko generally 'Buy' ratings mil rahi hain. Samsung Electronics ko bhi achha mana ja raha hai, haalanki kuch analysts ko short-term mein zyada upside nahi dikh raha. Bade US tech companies jaise Amazon, Microsoft, aur Alphabet bhi AI infrastructure mein bahut paisa laga rahe hain, jis se chips aur components ki demand bani rahegi. Yeh sab Nvidia ke partners ke liye achhi khabar hai.