{"id":2130,"date":"2025-07-28T07:55:05","date_gmt":"2025-07-28T07:55:05","guid":{"rendered":"https:\/\/www.iforbes.cz\/?p=2130"},"modified":"2025-07-28T07:55:05","modified_gmt":"2025-07-28T07:55:05","slug":"nvidia-a-obnoveni-prodeje-cipu-h20-do-ciny-katalyzator-dalsiho-rustu","status":"publish","type":"post","link":"https:\/\/www.iforbes.cz\/index.php\/2025\/07\/28\/nvidia-a-obnoveni-prodeje-cipu-h20-do-ciny-katalyzator-dalsiho-rustu\/","title":{"rendered":"Nvidia a obnoven\u00ed prodeje \u010dipu H20 do \u010c\u00edny: Katalyz\u00e1tor dal\u0161\u00edho r\u016fstu?"},"content":{"rendered":"\n<p><strong>Nvidia, sv\u011btov\u00fd l\u00eddr v oblasti grafick\u00fdch karet, \u010dip\u016f a um\u011bl\u00e9 inteligence, pr\u00e1v\u011b ozn\u00e1mila d\u016fle\u017eit\u00fd krok, kter\u00fd m\u016f\u017ee m\u00edt z\u00e1sadn\u00ed dopad na jej\u00ed obchodn\u00ed budoucnost \u2013 a z\u00e1rove\u0148 i na cel\u00fd technologick\u00fd sektor. Po n\u011bkolikam\u011bs\u00ed\u010dn\u00edch jedn\u00e1n\u00edch a politick\u00fdch p\u0159ek\u00e1\u017ek\u00e1ch spole\u010dnost ozn\u00e1mila brzk\u00e9 obnoven\u00ed prodeje sv\u00e9ho specifick\u00e9ho \u010dipu H20 do \u010c\u00edny, \u010d\u00edm\u017e se op\u011bt navrac\u00ed k jedn\u00e9 ze sv\u00fdch nejd\u016fle\u017eit\u011bj\u0161\u00edch obchodn\u00edch tras.<\/strong><\/p>\n\n\n\n<p><strong>Obnoven\u00ed obchodu po zp\u0159\u00edsn\u011bn\u00ed pravidel<\/strong><\/p>\n\n\n\n<p>\u010cip H20 byl navr\u017een speci\u00e1ln\u011b pro \u010d\u00ednsk\u00fd trh v reakci na exportn\u00ed omezen\u00ed zaveden\u00e1 p\u0159edchoz\u00ed administrativou USA. Po zp\u0159\u00edsn\u011bn\u00ed pravidel ze strany administrativy Donalda Trumpa v\u0161ak Nvidia v dubnu 2025 \u010delila \u00fapln\u00e9mu z\u00e1kazu prodeje t\u011bchto kl\u00ed\u010dov\u00fdch produkt\u016f. Dlouho o\u010dek\u00e1van\u00fd obrat v obchodn\u00ed politice nastal po osobn\u00edm setk\u00e1n\u00ed gener\u00e1ln\u00edho \u0159editele Nvidie Jensena Huanga s prezidentem Trumpem, kter\u00fd p\u0159isl\u00edbil vyd\u00e1n\u00ed pot\u0159ebn\u00fdch v\u00fdvozn\u00edch licenc\u00ed. Tento krok byl pozitivn\u011b p\u0159ijat nejen samotnou Nvidi\u00ed, ale i \u0161ir\u0161\u00edm technologick\u00fdm sektorem, kter\u00fd p\u0159edchoz\u00ed omezen\u00ed vn\u00edmal jako hrozbu pro konkurenceschopnost USA.<\/p>\n\n\n\n<p><strong>Reakce ceny akci\u00ed<\/strong><\/p>\n\n\n\n<p>Po ozn\u00e1men\u00ed pl\u00e1novan\u00e9ho obnoven\u00ed prodeje vzrostla cena akci\u00ed Nvidie o 4,5 %. Stejn\u011b pozitivn\u00ed v\u00fdvoj zaznamenaly i \u010d\u00edn\u0161t\u00ed technologi\u010dt\u00ed giganti jako Alibaba, Tencent a Baidu, kte\u0159\u00ed pat\u0159\u00ed mezi hlavn\u00ed odb\u011bratele \u010dipu H20.* Tento krok toti\u017e obnovuje rovnov\u00e1hu v \u010d\u00ednsk\u00e9m technologick\u00e9m sektoru, kter\u00fd se na tyto \u010dipy v\u00fdrazn\u011b spol\u00e9h\u00e1 p\u0159i v\u00fdvoji vlastn\u00edch AI technologi\u00ed.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" width=\"605\" height=\"419\" src=\"https:\/\/www.iforbes.cz\/wp-content\/uploads\/2025\/07\/image-5.png\" alt=\"Text obsahu obr\u00e1zku, s\u00e9rie\/pruh, vykreslen\u00fd graf, p\u00edsmo\n\nObsah generovan\u00fd um\u011blou inteligenc\u00ed m\u016f\u017ee b\u00fdt nespr\u00e1vn\u00fd.\" class=\"wp-image-2131\" srcset=\"https:\/\/www.iforbes.cz\/wp-content\/uploads\/2025\/07\/image-5.png 605w, https:\/\/www.iforbes.cz\/wp-content\/uploads\/2025\/07\/image-5-300x208.png 300w, https:\/\/www.iforbes.cz\/wp-content\/uploads\/2025\/07\/image-5-392x272.png 392w, https:\/\/www.iforbes.cz\/wp-content\/uploads\/2025\/07\/image-5-130x90.png 130w, https:\/\/www.iforbes.cz\/wp-content\/uploads\/2025\/07\/image-5-600x417.png 600w\" sizes=\"(max-width: 605px) 100vw, 605px\" \/><\/figure><\/div>\n\n\n\n<p>V\u00fdvoj cen akci\u00ed Nvidia za posledn\u00edch p\u011bt let*<\/p>\n\n\n\n<p><strong>V\u00fdznam pro \u010c\u00ednu<\/strong><\/p>\n\n\n\n<p>\u010c\u00ednsk\u00e9 technologick\u00e9 firmy, jako ByteDance a DeepSeek, kter\u00e9 rovn\u011b\u017e vyu\u017e\u00edvaj\u00ed \u010dipy H20, nyn\u00ed z\u00edskaly v\u00edce \u010dasu na v\u00fdvoj vlastn\u00edch \u0159e\u0161en\u00ed. B\u011bhem doby omezen\u00ed si tyto spole\u010dnosti vytvo\u0159ily z\u00e1soby \u010dip\u016f, co\u017e jim poskytlo ur\u010ditou flexibilitu \u2013 av\u0161ak pouze kr\u00e1tkodob\u011b. Z dlouhodob\u00e9ho hlediska je obnoven\u00ed prodeje H20 v\u00fdrazn\u011b v\u00fdhodn\u011bj\u0161\u00ed, proto\u017ee \u010d\u00ednsk\u00e9 alternativy st\u00e1le nedosahuj\u00ed technologick\u00e9 \u00farovn\u011b Nvidie.<\/p>\n\n\n\n<p>Krom\u011b obnoven\u00ed prodeje H20 Nvidia nav\u00edc ozn\u00e1mila nov\u00fd \u010dip RTX PRO, zam\u011b\u0159en\u00fd na chytr\u00e9 tov\u00e1rny a logistiku. Podle intern\u00edch parametr\u016f se pravd\u011bpodobn\u011b jedn\u00e1 o produkt, kter\u00fd spad\u00e1 do exportn\u00edch specifikac\u00ed, \u010d\u00edm\u017e spole\u010dnost jasn\u011b ukazuje, \u017ee p\u0159em\u00fd\u0161l\u00ed strategicky o krok nap\u0159ed.<\/p>\n\n\n\n<p><strong>Z\u00e1v\u011br<\/strong><\/p>\n\n\n\n<p>Obnoven\u00ed prodeje \u010dipu H20 do \u010c\u00edny p\u0159edstavuje pro obchodn\u00ed strategii Nvidie z\u00e1sadn\u00ed posun. Tento pozitivn\u00ed v\u00fdvoj pravd\u011bpodobn\u011b p\u0159inese siln\u00fd impuls i pro cenu akci\u00ed spole\u010dnosti, p\u0159i\u010dem\u017e s\u00e1m CEO v minulosti odhadoval, \u017ee kv\u016fli z\u00e1kazu prodeje Nvidia p\u0159ijde o zna\u010dn\u00fd objem tr\u017eeb. Pro investory bude v nadch\u00e1zej\u00edc\u00edm obdob\u00ed kl\u00ed\u010dov\u00e9 sledovat kvart\u00e1ln\u00ed v\u00fdsledky a to, zda se obnoven\u00fd prodej skute\u010dn\u011b pozitivn\u011b prom\u00edtl do hospoda\u0159en\u00ed firmy.<\/p>\n\n\n\n<p><strong>Anna \u0160uhajdov\u00e1, p\u0159edsedkyn\u011b p\u0159edstavenstva CAPITAL MARKETS, o.c.p., a.s.<\/strong><\/p>\n\n\n\n<p><em>Foto: AdobeStock<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Nvidia, sv\u011btov\u00fd l\u00eddr v oblasti grafick\u00fdch karet, \u010dip\u016f a um\u011bl\u00e9 inteligence, pr\u00e1v\u011b ozn\u00e1mila d\u016fle\u017eit\u00fd krok, kter\u00fd m\u016f\u017ee m\u00edt z\u00e1sadn\u00ed dopad<\/p>\n","protected":false},"author":1,"featured_media":2132,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"colormag_page_container_layout":"default_layout","colormag_page_sidebar_layout":"default_layout"},"categories":[58],"tags":[335,190,355],"_links":{"self":[{"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/posts\/2130"}],"collection":[{"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/comments?post=2130"}],"version-history":[{"count":1,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/posts\/2130\/revisions"}],"predecessor-version":[{"id":2133,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/posts\/2130\/revisions\/2133"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/media\/2132"}],"wp:attachment":[{"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/media?parent=2130"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/categories?post=2130"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/tags?post=2130"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}