Asenfar n Nvidia 2026: Iswiyen d Tignatin n Sɣen

Askasi atikniki i NVDA yesskanay-d s waṭas tazmert-is deg wayen yerzan ssuq ameqqran. Mi ara d-yesbedd Nasdaq lqidar amaynut, azal n uttekki n NVDA d ayen ay d-yettawin lfayda. Azal n uttekki yulin yesskanay-d dakken tikli-a tettwaɛawen s ussiɣer n tesdawit n tidet maci s tmeẓdiyin n tmuɣliwin. Isefka n tura sseknen-d Nvidia d nettat ay d tamezwarut deg yiḍrisen-a n intraday, dɣa aya yesskanay-d taɛiwen n ddaw n tmurt ijehden.

Tignatin n ussiɣzef ttwajehdent akk mi ara d-ḍrunt tmuɣliwin n tmuɣliwin deg talliyin n tneflit n tfada n tfada. Ilaq imseftiyen ad nadin ɣef tfaskiwin n ussemɣer anda ssuma tettkemmil nnig n tlemmast n tmeẓdiyin tigejdanin. Iswiren-a ttgen s waṭas am yimukan n tallelt. Ma yella NVDA teṭṭef iswiren-a deg tallit n tɣawsiwin n ssuq s wazal-nsent, tettwekkid-d azal n tkebbanit-a d ayen ay d-yettawin lfayda n tneflit n tmeẓdit. Am wakken daɣen, ma yella yeqceɛ ddaw n yiḍebsiyen-a, yezmer ad d-yesmekti abeddel n ugzum s waṭas s lbeɛd n teknoloji.

Amuɣli n ugzum d Usuter n Tmeẓdiyin

Agzum n tmeṣkiwt n AI la yettnerni. Isefka imezwura llan ɣef lebni n tezmert; tfaza i d-iteddun d tin n usqerdec d tmussni. Aselkim n Nvidia d alemmas n tmuɣli-a. Takarḍa n webrid n tkebbanit-a, aydeg llan usselhu n tkemmilt deg tmeṣkiwt n yiferdisen (chips), tettqabal-d lḥeṛs n usseqdec n tɣawsiwin s tɣawla ugar. Asemres-a yesnulfu-d taɣect n ussutrer iḍemnen ay yettɛawanen asenfar s tɣawsiwin yemgerraden n tdamsa.

D acu kan, timsizzelt la tettnerni. Imsenza n tcip aqbur d wid ay d-ikecmen s ljehd sseftayen aṭas deg tmeṣkiwt ay yettemcabin. Ma yella anabaḍ n tesnatwilt n Nvidia yettak-d lfayda, aẓeḍḍa n tesnatwilt (hardware) la yettnerni s waṭas. Ar 2026, ad yettwajerred uswir n ssuq. Ilaq ad ẓren yimseftiyen tignatin n usḥulfu n ssuma neɣ n ussemɣer n yimsaɣen s lbeɛd n yiwen n umsenzi. Xas akken, lfayda n Nvidia n tmezwarut mazal-itt d tameqqrant, tettafk-d aferdis mgal tiḥemliwin n tmeɣra s tɣawla.

Asqerdec n tɣawsiwin n ssuq s tɣawla

Tazmert n ssuq s waṭas tettgensis-d s waṭas tagnit deg tkebbaniyin timeqranin. Mi ara ttqabalen yiḍrisen am Dow lqella n ddurt ɣef ljal n yisalan n tɣawsiwin n uxeddim ixuṣṣen, imḍebbren n tesnatwilt am Nvidia mazal zemren ad d-jebden tadrimt yettnadin ɣef tneflit n tɣara. Tazmert-agi n tmeẓri d aḥric agejdan n asnefli n NVDA. Yettwali dakken imseftiyen ttwalin Nvidia d aḥric n tmeẓdit mačči d aḥric n tmeẓdit n tmeẓdit.

Asemres-a d ayen yesɛan azal ameqqran i lebni n usmel. Asenfar yettḥaraben mliḥ deg tallit n tɣawsiwin n tɣawsiwin yettak-d s waṭas lfayda n tɣawsiwin n tɣawsiwin s tɣawsiwin n tɣawsiwin s wakud. Tazmert n Nvidia deg tallit n yisefka idmasanen yemxalafen ay d-yellan seg melmi kan tettqadar aḍris-a. Yettkemmil am tmeẓẓuɣt i tmuɣli n teknoloji, maca lsas-is d win iǧehden akken ad yezmer ad iqabel aḍu n tdamsa tamakrut n tlemmast. Tazmert-a tettaǧǧa-t d amazwar iḥettmen i tfelwiyin n tɣuri ɣezzifen ay yesɛan iswi n tneflit s tḥila n tɣellist ay izemren ad tettwaḍfer.

Tiskanin n yisefka n tmeẓdit: Tisnatwilt d tmeẓdit n Asya

Amuqqel n yisefka n ssuq s wazal-nsen yettak-d aḍris i umkan n Nvidia. Ma yella NVDA teḍḍef amkan amezwaru deg tmurt n Tesnatwilt (technologie) n Yiwunak Yeddukklen, igzumen niḍen deg Asya sseknen-d axeddim yemgerraden ay yettaḍḍafen tiẓraf n ussiweḍ amaḍlan. Ɣef umedya, d imyurar igejdanen deg ugzum n TI. Tazmert-nsen tettban-d deg tezmert n tmeẓdit tamaḍlant n ussiweḍ n tfelwiyin, d ayen ay yettḍurrun srid tazmert n Nvidia akken ad tqabel asuter.

Deg ugzum n tdawsa, tikebbaniyin am Tagrawt n Sinopharm (1099) d Sino Biopharmaceutical (1177) sseknent-d annerni ur yettbeddil ara. Ma yella ur ttnaɣen ara srid ed Nvidia, arkad-nsen yesskanay-d lxilaf n ssuq n Asya. Iḥricen n tezmert am Tazmert n Ccinwa Shenhua (1088) d Tagrawt n Tezmert n Yankuang (1171) ttaken-d tamuɣli ɣef tmuɣliwin n ussemres n tezmert. Ilemmusa n yisalan ḥwaǧen tazmert tameqrant, yerna aḥbas n ttawilat-a n tmeẓla yettɛawan tudert n tmeẓla n AI deg tallit ɣezzifen.