{"id":2204,"date":"2025-08-28T11:24:37","date_gmt":"2025-08-28T11:24:37","guid":{"rendered":"https:\/\/www.iforbes.cz\/?p=2204"},"modified":"2025-08-28T11:24:37","modified_gmt":"2025-08-28T11:24:37","slug":"nvidia-zvysuje-latku-specialni-cip-pro-cinu-a-rozsireni-blackwellu","status":"publish","type":"post","link":"https:\/\/www.iforbes.cz\/index.php\/2025\/08\/28\/nvidia-zvysuje-latku-specialni-cip-pro-cinu-a-rozsireni-blackwellu\/","title":{"rendered":"Nvidia zvy\u0161uje la\u0165ku: speci\u00e1ln\u00ed \u010dip pro \u010c\u00ednu a roz\u0161\u00ed\u0159en\u00ed Blackwellu"},"content":{"rendered":"\n

Rostouc\u00ed popularita um\u011bl\u00e9 inteligence (AI) a cloudov\u00fdch \u0159e\u0161en\u00ed stav\u00ed technologick\u00e9 giganty p\u0159ed nov\u00e9 v\u00fdzvy, ale z\u00e1rove\u0148 otev\u00edr\u00e1 obrovsk\u00e9 p\u0159\u00edle\u017eitosti. Nvidia se sna\u017e\u00ed upevnit svou pozici na trhu a sou\u010dasn\u011b reaguje na regula\u010dn\u00ed tlaky, p\u0159i\u010dem\u017e p\u0159ipravuje kroky, kter\u00e9 mohou ovlivnit z\u00e1kazn\u00edky, investory i politick\u00e1 rozhodnut\u00ed.<\/strong><\/p>\n\n\n\n

Nov\u00fd \u010dip pro \u010d\u00ednsk\u00fd trh<\/strong><\/p>\n\n\n\n

Mezi nejv\u011bt\u0161\u00ed novinky pat\u0159\u00ed p\u0159ipravovan\u00fd \u010dip B30A ur\u010den\u00fd pro \u010d\u00ednsk\u00fd trh. Nvidia slibuje vy\u0161\u0161\u00ed v\u00fdkon ne\u017e u sou\u010dasn\u00e9ho modelu H20, nebo\u0165 procesor vych\u00e1z\u00ed z nejnov\u011bj\u0161\u00ed architektury Blackwell. Jedno\u010dipov\u00fd design poskytne p\u0159ibli\u017en\u011b polovinu v\u00fdkonu vlajkov\u00e9ho modelu B300 a zachov\u00e1 vysokorychlostn\u00ed pam\u011b\u0165 i technologii NVLink. Prvn\u00ed vzorky by m\u011bly dorazit ji\u017e p\u0159\u00ed\u0161t\u00ed m\u011bs\u00edc, zat\u00edmco v\u0161echny produkty jsou schv\u00e1leny regula\u010dn\u00edmi org\u00e1ny a ur\u010deny pro komer\u010dn\u00ed vyu\u017eit\u00ed. Tento krok p\u0159ich\u00e1z\u00ed po vyj\u00e1d\u0159en\u00edch americk\u00e9ho prezidenta Donalda Trumpa, kter\u00fd umo\u017enil prodej zmen\u0161en\u00fdch verz\u00ed \u010dip\u016f v \u010c\u00edn\u011b, navzdory p\u0159etrv\u00e1vaj\u00edc\u00edm obav\u00e1m o p\u0159\u00edstup Pekingu k AI technologi\u00edm. \u010c\u00edna p\u0159edstavuje p\u0159ibli\u017en\u011b 13 % tr\u017eeb Nvidie, proto je zachov\u00e1n\u00ed p\u0159\u00edstupu k tomuto trhu strategicky v\u00fdznamn\u00e9, zejm\u00e9na v souboji s konkurenc\u00ed jako Huawei.<\/p>\n\n\n\n

Strategick\u00e1 expanze a regula\u010dn\u00ed man\u00e9vry<\/strong><\/p>\n\n\n\n

Nvidia sou\u010dasn\u011b vyhodnocuje v\u00edce produkt\u016f, kter\u00e9 by mohly roz\u0161\u00ed\u0159it jej\u00ed portfolio a pos\u00edlit p\u0159\u00edtomnost v kl\u00ed\u010dov\u00fdch regionech. Spole\u010dnost zd\u016fraznila, \u017ee v\u0161echny jej\u00ed produkty jsou ur\u010deny v\u00fdlu\u010dn\u011b pro komer\u010dn\u00ed \u00fa\u010dely a maj\u00ed souhlas regula\u010dn\u00edch org\u00e1n\u016f. Po zpr\u00e1v\u00e1ch o \u010dipu pro \u010c\u00ednu akcie spole\u010dnosti kr\u00e1tkodob\u011b klesly o 3,5 % b\u011bhem obchodn\u00edho dne 19. srpna 2025, co\u017e v\u0161ak ministr obchodu Spojen\u00fdch st\u00e1t\u016f Howard Lutnick komentoval podporou gener\u00e1ln\u00edmu \u0159editeli firmy Jensenovi Huangovi. V souvislosti s americko-\u010d\u00ednskou obchodn\u00ed dohodou Nvidia a AMD odvedou 15 % tr\u017eeb z prodeje v \u010c\u00edn\u011b v\u00fdm\u011bnou za pokra\u010dov\u00e1n\u00ed exportu, p\u0159i\u010dem\u017e sn\u00ed\u017een\u00fd v\u00fdkon Blackwellu m\u016f\u017ee b\u00fdt z\u00e1minkou pro uvoln\u011bn\u00ed regula\u010dn\u00edch omezen\u00ed.<\/p>\n\n\n\n

Roz\u0161\u00ed\u0159en\u00ed architektury Blackwell v cloudu<\/strong><\/p>\n\n\n\n

Krom\u011b \u010dip\u016f pro \u010c\u00ednu se Nvidia soust\u0159ed\u00ed i na hern\u00ed segment. Od z\u00e1\u0159\u00ed pl\u00e1nuje p\u0159idat architekturu Blackwell do platformy GeForce NOW, \u010d\u00edm\u017e zp\u0159\u00edstupn\u00ed u\u017eivatel\u016fm v\u00fdkon t\u0159\u00eddy RTX 5080 bez nav\u00fd\u0161en\u00ed cen. Nov\u00e1 verze umo\u017en\u00ed streamov\u00e1n\u00ed a\u017e v 5K p\u0159i 120 fps, p\u0159id\u00e1 filmov\u00fd re\u017eim s HDR, AV1 k\u00f3dov\u00e1n\u00ed a rychlosti a\u017e do 100 Mbps. GeForce NOW roz\u0161\u00ed\u0159\u00ed knihovnu na v\u00edce ne\u017e 4 500 her a zavede funkci Install-to-Play spolu se 100 GB cloudov\u00e9ho \u00falo\u017ei\u0161t\u011b, nav\u00edc cena \u010dlenstv\u00ed z\u016fst\u00e1v\u00e1 nezm\u011bn\u011bna. Platforma krom\u011b toho z\u00edsk\u00e1v\u00e1 podporu Steam Decku, 4K HDR na TV LG a nativn\u00ed podporu pro volanty. Nvidia z\u00e1rove\u0148 spolupracuje s Discordem a Epicem na integrovan\u00e9m hran\u00ed Fortnite.<\/p>\n\n\n\n

V\u00fdhled na burzu a d\u016fv\u011bra investor\u016f<\/strong><\/p>\n\n\n\n

Akcie Nvidie se za posledn\u00edch p\u011bt let k 19. srpnu 2025 zv\u00fd\u0161ily o impozantn\u00edch 1 285,17 %, co\u017e odr\u00e1\u017e\u00ed d\u016fv\u011bru investor\u016f ve spole\u010dnosti. Nejv\u011bt\u0161\u00ed n\u00e1r\u016fst zaznamenaly v letech 2020\u20132021, kdy se Nvidia stala l\u00eddrem v dod\u00e1vce \u010dip\u016f pro AI servery a cloudov\u00e9 v\u00fdpo\u010dty. Nyn\u00ed, s roz\u0161\u00ed\u0159en\u00edm architektury Blackwell a p\u0159ipravovan\u00fdm \u010dipem pro \u010c\u00ednu, firma potvrzuje, \u017ee nejen udr\u017euje konkurenceschopnost, ale c\u00edlen\u011b roz\u0161i\u0159uje sv\u016fj vliv na strategicky d\u016fle\u017eit\u00e9 trhy. Tento v\u00fdvoj z\u00e1rove\u0148 posiluje optimismus analytik\u016f Morgan Stanley p\u0159ed o\u010dek\u00e1van\u00fdmi finan\u010dn\u00edmi v\u00fdsledky, kter\u00e9 americk\u00fd technologick\u00fd gigant ozn\u00e1m\u00ed ji\u017e 27. srpna 2025 [1].<\/p>\n\n\n\n

\"Obr\u00e1zok,
V\u00fdkonnost ceny akci\u00ed Nvidia Corporation za posledn\u00edch p\u011bt let<\/figcaption><\/figure><\/div>\n\n\n\n

Anna \u0160uhajdov\u00e1, p\u0159edsedkyn\u011b p\u0159edstavenstva <\/strong>Capital Markets<\/strong><\/a><\/p>\n\n\n\n

Foto: AdobeStock<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

Rostouc\u00ed popularita um\u011bl\u00e9 inteligence (AI) a cloudov\u00fdch \u0159e\u0161en\u00ed stav\u00ed technologick\u00e9 giganty p\u0159ed nov\u00e9 v\u00fdzvy, ale z\u00e1rove\u0148 otev\u00edr\u00e1 obrovsk\u00e9 p\u0159\u00edle\u017eitosti. Nvidia<\/p>\n","protected":false},"author":1,"featured_media":2206,"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":[401,335,402,190,355,93],"_links":{"self":[{"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/posts\/2204"}],"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=2204"}],"version-history":[{"count":1,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/posts\/2204\/revisions"}],"predecessor-version":[{"id":2207,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/posts\/2204\/revisions\/2207"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/media\/2206"}],"wp:attachment":[{"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/media?parent=2204"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/categories?post=2204"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/tags?post=2204"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}