{"id":176866,"date":"2026-08-25T16:45:34","date_gmt":"2026-08-25T09:45:34","guid":{"rendered":"https:\/\/phongvu.vn\/cong-nghe\/?p=176866"},"modified":"2026-08-25T16:45:37","modified_gmt":"2026-08-25T09:45:37","slug":"bao-gia-chip-nho-day-gia-may-chu-nvidia-tang","status":"publish","type":"post","link":"https:\/\/phongvu.vn\/cong-nghe\/bao-gia-chip-nho-day-gia-may-chu-nvidia-tang\/","title":{"rendered":"B\u00e3o gi\u00e1 chip nh\u1edb \u0111\u1ea9y gi\u00e1 m\u00e1y ch\u1ee7 AI NVIDIA t\u0103ng 15%"},"content":{"rendered":"\n

PV Tech News – C\u01a1n s\u1ed1t AI s\u1eafp t\u1edbi c\u00f3 th\u1ec3 khi\u1ebfn chi ph\u00ed x\u00e2y d\u1ef1ng trung t\u00e2m d\u1eef li\u1ec7u t\u0103ng th\u00eam khi gi\u00e1 b\u1ed9 nh\u1edb leo thang. NVIDIA \u0111\u01b0\u1ee3c cho l\u00e0 \u0111\u00e3 th\u00f4ng b\u00e1o v\u1edbi m\u1ed9t s\u1ed1 kh\u00e1ch h\u00e0ng l\u1edbn r\u1eb1ng gi\u00e1 c\u00e1c h\u1ec7 th\u1ed1ng m\u00e1y ch\u1ee7 AI c\u1ee7a h\u00e3ng c\u00f3 th\u1ec3 t\u0103ng h\u01a1n 15% t\u1eeb \u0111\u1ea7u n\u0103m 2027, trong \u0111\u00f3 c\u00f3 c\u00e1c n\u1ec1n t\u1ea3ng cao c\u1ea5p nh\u01b0 Vera Rubin v\u00e0 Grace Blackwell. <\/strong><\/p>\n\n\n\n

Theo Bloomberg, m\u1ee9c t\u0103ng gi\u00e1 tr\u00ean s\u1ebd \u00e1p d\u1ee5ng cho c\u00e1c h\u1ec7 th\u1ed1ng \u0111\u01b0\u1ee3c giao t\u1eeb \u0111\u1ea7u n\u0103m 2027, trong \u0111\u00f3 s\u1ebd bao g\u1ed3m nh\u1eefng n\u1ec1n t\u1ea3ng AI cao c\u1ea5p nh\u01b0 Vera Rubin v\u00e0 Grace Blackwell. Tuy nhi\u00ean, \u0111i\u1ec1u n\u00e0y kh\u00f4ng \u0111\u1ed3ng ngh\u0129a to\u00e0n b\u1ed9 chip ho\u1eb7c m\u00e1y ch\u1ee7 NVIDIA s\u1ebd \u0111\u1ed3ng lo\u1ea1t t\u0103ng 15%.<\/p>\n\n\n\n

Theo c\u00e1c ngu\u1ed3n tin \u0111\u01b0\u1ee3c Bloomberg d\u1eabn l\u1ea1i, m\u1ee9c \u0111i\u1ec1u ch\u1ec9nh c\u1ee5 th\u1ec3 s\u1ebd ph\u1ee5 thu\u1ed9c v\u00e0o th\u1ebf h\u1ec7 chip NVIDIA c\u0169ng nh\u01b0 c\u1ea5u h\u00ecnh b\u1ed9 nh\u1edb c\u1ee7a t\u1eebng h\u1ec7 th\u1ed1ng. Reuters cho bi\u1ebft ch\u01b0a th\u1ec3 \u0111\u1ed9c l\u1eadp x\u00e1c minh th\u00f4ng tin do Bloomberg \u0111\u01b0a ra.<\/p>\n\n\n\n

Nguy\u00ean nh\u00e2n ch\u00ednh \u0111\u1ebfn t\u1eeb gi\u00e1 chip nh\u1edb t\u0103ng m\u1ea1nh. B\u1ed9 nh\u1edb l\u00e0 m\u1ed9t trong nh\u1eefng th\u00e0nh ph\u1ea7n quan tr\u1ecdng c\u1ee7a m\u00e1y ch\u1ee7 AI, b\u00ean c\u1ea1nh c\u00e1c b\u1ed9 x\u1eed l\u00fd t\u0103ng t\u1ed1c c\u1ee7a NVIDIA. Khi chi ph\u00ed b\u1ed9 nh\u1edb t\u0103ng, gi\u00e1 th\u00e0nh ho\u00e0n thi\u1ec7n m\u1ed9t h\u1ec7 th\u1ed1ng m\u00e1y ch\u1ee7 c\u0169ng ch\u1ecbu th\u00eam \u00e1p l\u1ef1c.<\/p>\n\n\n\n

\"Gi\u00e1
Gi\u00e1 chip nh\u1edb t\u0103ng khi\u1ebfn gi\u00e1 m\u00e1y ch\u1ee7 AI NVIDIA c\u0169ng t\u0103ng l\u00ean kho\u1ea3ng 15% (Ngu\u1ed3n: Internet)<\/figcaption><\/figure>\n\n\n\n

\u0110\u00e1ng ch\u00fa \u00fd, t\u00e1c \u0111\u1ed9ng c\u1ee7a \u0111\u1ee3t t\u0103ng gi\u00e1 c\u00f3 th\u1ec3 kh\u00f4ng ch\u1ec9 d\u1eebng l\u1ea1i \u1edf NVIDIA. Theo Bloomberg, m\u1ed9t s\u1ed1 doanh nghi\u1ec7p chuy\u00ean s\u1ea3n xu\u1ea5t m\u00e1y ch\u1ee7 theo h\u1ee3p \u0111\u1ed3ng cho c\u00e1c nh\u00e0 v\u1eadn h\u00e0nh trung t\u00e2m d\u1eef li\u1ec7u l\u1edbn nh\u01b0 Microsoft, Google v\u00e0 Oracle \u0111\u00e3 b\u1eaft \u0111\u1ea7u th\u00f4ng b\u00e1o cho kh\u00e1ch h\u00e0ng v\u1ec1 \u0111\u1ee3t t\u0103ng gi\u00e1 s\u1eafp t\u1edbi.<\/p>\n\n\n\n

\u0110i\u1ec1u n\u00e0y cho th\u1ea5y chi ph\u00ed b\u1ed9 nh\u1edb \u0111ang tr\u1edf th\u00e0nh m\u1ed9t y\u1ebfu t\u1ed1 \u0111\u00e1ng ch\u00fa \u00fd trong qu\u00e1 tr\u00ecnh m\u1edf r\u1ed9ng h\u1ea1 t\u1ea7ng AI. C\u00e1c trung t\u00e2m d\u1eef li\u1ec7u hi\u1ec7n c\u1ea7n l\u01b0\u1ee3ng l\u1edbn b\u1ed9 nh\u1edb t\u1ed1c \u0111\u1ed9 cao \u0111\u1ec3 khai th\u00e1c t\u1ed1i \u0111a n\u0103ng l\u1ef1c c\u1ee7a GPU v\u00e0 b\u1ed9 x\u1eed l\u00fd AI.<\/p>\n\n\n\n

C\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t chip nh\u1edb nh\u01b0 Samsung, SK Hynix v\u00e0 Micron \u0111ang h\u01b0\u1edfng l\u1ee3i t\u1eeb nhu c\u1ea7u l\u1edbn c\u1ee7a th\u1ecb tr\u01b0\u1eddng AI, nh\u01b0ng ngu\u1ed3n cung b\u1ed9 nh\u1edb c\u0169ng tr\u1edf th\u00e0nh y\u1ebfu t\u1ed1 c\u00f3 th\u1ec3 l\u00e0m gia t\u0103ng chi ph\u00ed ph\u1ea7n c\u1ee9ng.<\/p>\n\n\n\n

\"Nhi\u1ec1u
Nhi\u1ec1u h\u00e3ng c\u00f4ng ngh\u1ec7 l\u1edbn v\u1eabn ph\u1ee5 thu\u1ed9c v\u00e0o chip nh\u1edb NVIDIA (Ngu\u1ed3n: Internet)<\/figcaption><\/figure>\n\n\n\n

N\u1ebfu th\u00f4ng tin c\u1ee7a Bloomberg ch\u00ednh x\u00e1c, \u0111\u1ee3t t\u0103ng gi\u00e1 tr\u00ean c\u00f3 th\u1ec3 t\u1ea1o th\u00eam s\u1ee9c \u00e9p cho c\u00e1c c\u00f4ng ty \u0111ang chi h\u00e0ng ch\u1ee5c t\u1ef7 USD \u0111\u1ec3 m\u1edf r\u1ed9ng h\u1ea1 t\u1ea7ng AI. Amazon, Microsoft, Google v\u00e0 Meta \u0111\u1ec1u \u0111ang ph\u00e1t tri\u1ec3n chip AI ri\u00eang, nh\u01b0ng v\u1eabn ph\u1ee5 thu\u1ed9c \u0111\u00e1ng k\u1ec3 v\u00e0o NVIDIA trong qu\u00e1 tr\u00ecnh x\u00e2y d\u1ef1ng v\u00e0 m\u1edf r\u1ed9ng trung t\u00e2m d\u1eef li\u1ec7u.<\/p>\n\n\n\n

Nh\u01b0 v\u1eady, c\u01a1n s\u1ed1t AI kh\u00f4ng ch\u1ec9 l\u00e0m t\u0103ng nhu c\u1ea7u GPU m\u00e0 c\u00f2n k\u00e9o theo \u00e1p l\u1ef1c l\u00ean c\u00e1c linh ki\u1ec7n quan tr\u1ecdng ph\u00eda sau h\u1ec7 th\u1ed1ng. N\u1ebfu gi\u00e1 b\u1ed9 nh\u1edb ti\u1ebfp t\u1ee5c duy tr\u00ec \u1edf m\u1ee9c cao, chi ph\u00ed \u0111\u1ea7u t\u01b0 cho h\u1ea1 t\u1ea7ng AI trong n\u0103m 2027 c\u00f3 th\u1ec3 ti\u1ebfp t\u1ee5c ch\u1ecbu \u1ea3nh h\u01b0\u1edfng. \u0110\u1eebng qu\u00ean theo d\u00f5i Phong V\u0169 Tech News<\/a> \u0111\u1ec3 c\u1eadp nh\u1eadt nh\u1eefng tin t\u1ee9c m\u1edbi nh\u1ea5t v\u1ec1 gi\u00e1 chip v\u00e0 c\u00e1c th\u00f4ng tin c\u00f4ng ngh\u1ec7 trong c\u00e1c b\u00e0i vi\u1ebft ti\u1ebfp theo.<\/p>\n\n\n\n

Ngu\u1ed3n: \u0110\u1eddi s\u1ed1ng ph\u00e1p lu\u1eadt<\/em><\/p>\n\n\n\n

B\u00e0i vi\u1ebft li\u00ean quan:<\/strong><\/p>\n\n\n\n