{"id":5911,"date":"2024-02-28T07:57:00","date_gmt":"2024-02-28T06:57:00","guid":{"rendered":"https:\/\/kriptodnevnik.com\/?p=5911"},"modified":"2024-02-28T07:57:00","modified_gmt":"2024-02-28T06:57:00","slug":"kvartalna-analiza-nvidia-vs-amd","status":"publish","type":"post","link":"https:\/\/sputnet.com.ng\/dnevnik\/2024\/02\/28\/kvartalna-analiza-nvidia-vs-amd\/","title":{"rendered":"Kvartalna analiza: Nvidia vs AMD"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">U posljednjem kvartalnom izvje\u0161taju, Nvidia (oznaka na burzi: $NVDA) i AMD (oznaka na burzi: $AMD) su se istaknuli kao dvije vode\u0107e tvrtke u tehnolo\u0161kom sektoru, no razlike u njihovim performansama su zapanjuju\u0107e. <\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">Compare <a href=\"https:\/\/x.com\/search?q=%24NVDA&amp;src=ctag&amp;ref_src=twsrc%5Etfw\">$NVDA<\/a> vs <a href=\"https:\/\/x.com\/search?q=%24AMD&amp;src=ctag&amp;ref_src=twsrc%5Etfw\">$AMD<\/a> from the last reported quarter: <br><br>&#8211; R&amp;D: $2.5B vs $1.5B<br>&#8211; Net profit: $12.3B vs 0.6B<a href=\"https:\/\/x.com\/search?q=%24NVDA&amp;src=ctag&amp;ref_src=twsrc%5Etfw\">$NVDA<\/a>&#39;s market cap is 6.9x that of <a href=\"https:\/\/x.com\/search?q=%24AMD&amp;src=ctag&amp;ref_src=twsrc%5Etfw\">$AMD<\/a>, yet its net profit was 20x higher, while R&amp;D costs were only 1.67x higher. Nvidia&#39;s leverage is astounding.<br><br>Pictures from\u2026 <a href=\"https:\/\/t.co\/36GbByOEjD\">pic.twitter.com\/36GbByOEjD<\/a><\/p>&mdash; The AI Investor (@The_AI_Investor) <a href=\"https:\/\/x.com\/The_AI_Investor\/status\/1762505018924765625?ref_src=twsrc%5Etfw\">February 27, 2024<\/a><\/blockquote><script async src=\"https:\/\/platform.x.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Pogledajmo detaljniju analizu njihovih klju\u010dnih financijskih pokazatelja:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>1. Istra\u017eivanje i Razvoj (R&amp;D):<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Nvidia: 2.5 milijardi dolara<\/li>\n\n\n\n<li>AMD: 1.5 milijardi dolara<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Nvidia je ulo\u017eila 2.5 milijardi dolara u istra\u017eivanje i razvoj u posljednjem kvartalu, \u0161to je zna\u010dajno vi\u0161e od iznosa koji je AMD ulo\u017eio, od 1.5 milijardi dolara. Nvidia o\u010dito sna\u017eno ula\u017ee u inovacije i razvoj novih proizvoda i tehnologija.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>2. Neto dobit:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Nvidia: 12.3 milijarde dolara<\/li>\n\n\n\n<li>AMD: 0.6 milijardi dolara<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Neto dobit Nvidie iznosila je impresivnih 12.3 milijarde dolara, dok je AMD ostvario znatno manju dobit od 0.6 milijardi dolara. Razlika u neto dobiti izme\u0111u ove dvije tvrtke je iznimno velika i svjedo\u010di o zna\u010dajnom razmaku u financijskoj snazi.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Analiza:<\/strong> Unato\u010d tome \u0161to je tr\u017ei\u0161na kapitalizacija Nvidie gotovo 6.9 puta ve\u0107a od AMD-a, njezina neto dobit je \u010dak 20 puta ve\u0107a, dok su tro\u0161kovi istra\u017eivanja i razvoja bili samo 1.67 puta ve\u0107i. Ova usporedba jasno pokazuje izvanrednu polugu Nvidie u poslovanju. Tvrtka je uspjela ostvariti zna\u010dajno ve\u0107u dobit u odnosu na tro\u0161kove istra\u017eivanja i razvoja, \u0161to sugerira visoku u\u010dinkovitost i inovativnost u njihovom poslovanju.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Nvidia je o\u010dito postigla impresivne rezultate u posljednjem kvartalu, \u0161to je potaknuto sna\u017enim ulaganjima u istra\u017eivanje i razvoj te izvanrednim poslovnim modelom koji je omogu\u0107io visoku profitabilnost. S druge strane, AMD \u0107e vjerojatno morati razmotriti strategiju kako bi pobolj\u0161ao svoje performanse i pove\u0107ao konkurentnost na tr\u017ei\u0161tu.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Ova usporedba jasno pokazuje razliku u poslovnim strategijama i performansama izme\u0111u Nvidie i AMD-a te pru\u017ea uvid u dinamiku tehnolo\u0161kog sektora u dana\u0161njem poslovnom okru\u017eenju.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Daljnje implikacije:<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Nvidia je o\u010dito postigla izvanredne rezultate, no to tako\u0111er mo\u017ee imati \u0161ire implikacije na tr\u017ei\u0161te. S obzirom na njezinu sna\u017enu financijsku poziciju i impresivnu dobit, investitori mogu biti skloniji ulaganju u Nvidiju kao dugoro\u010dnu investiciju. S druge strane, AMD bi mogao biti pod pritiskom da pobolj\u0161a svoje performanse kako bi ostao konkurentan u industriji.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Ove razlike u performansama tako\u0111er bi mogle utjecati na inovacije i razvoj tehnologije u sektoru. Nvidia, s ve\u0107im financijskim resursima, mo\u017ee imati ve\u0107u sposobnost ulaganja u istra\u017eivanje i razvoj novih tehnologija, \u0161to bi moglo rezultirati novim proizvodima i tehnolo\u0161kim napretkom.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Sve u svemu, usporedba Nvidie i AMD-a iz posljednjeg kvartalnog izvje\u0161taja pru\u017ea dublji uvid u stanje tehnolo\u0161ke industrije i njezinu budu\u0107nost.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>U posljednjem kvartalnom izvje\u0161taju, Nvidia (oznaka na burzi: $NVDA) i AMD (oznaka na burzi: $AMD) su se istaknuli kao dvije [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":5912,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[26,18],"tags":[606,86,599,422],"class_list":["post-5911","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-artificial-intelligence","category-news","tag-amd","tag-blockchain","tag-nvda","tag-nvidia"],"_links":{"self":[{"href":"https:\/\/sputnet.com.ng\/dnevnik\/wp-json\/wp\/v2\/posts\/5911","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/sputnet.com.ng\/dnevnik\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/sputnet.com.ng\/dnevnik\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/sputnet.com.ng\/dnevnik\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/sputnet.com.ng\/dnevnik\/wp-json\/wp\/v2\/comments?post=5911"}],"version-history":[{"count":0,"href":"https:\/\/sputnet.com.ng\/dnevnik\/wp-json\/wp\/v2\/posts\/5911\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/sputnet.com.ng\/dnevnik\/wp-json\/wp\/v2\/media\/5912"}],"wp:attachment":[{"href":"https:\/\/sputnet.com.ng\/dnevnik\/wp-json\/wp\/v2\/media?parent=5911"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/sputnet.com.ng\/dnevnik\/wp-json\/wp\/v2\/categories?post=5911"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/sputnet.com.ng\/dnevnik\/wp-json\/wp\/v2\/tags?post=5911"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}