{"id":57689,"date":"2026-09-27T13:33:12","date_gmt":"2026-09-27T13:33:12","guid":{"rendered":"https:\/\/cp.snarskis.lt\/index.php\/2026\/09\/27\/di-bumas-pakele-amd-i-trilijono-kluba-akcijos-sove-o-duomenu-centrai-nebespeja\/"},"modified":"2026-09-27T13:33:12","modified_gmt":"2026-09-27T13:33:12","slug":"di-bumas-pakele-amd-i-trilijono-kluba-akcijos-sove-o-duomenu-centrai-nebespeja","status":"publish","type":"post","link":"https:\/\/cp.snarskis.lt\/index.php\/2026\/09\/27\/di-bumas-pakele-amd-i-trilijono-kluba-akcijos-sove-o-duomenu-centrai-nebespeja\/","title":{"rendered":"DI bumas pak\u0117l\u0117 \u201eAMD\u201c \u012f trilijono klub\u0105: akcijos \u0161ov\u0117, o duomen\u0173 centrai nebesp\u0117ja"},"content":{"rendered":"

JAV lust\u0173 gamintoja \u201eAMD\u201c pasiek\u0117 simbolin\u0119 vieno trilijono JAV doleri\u0173 vert\u0117s rib\u0105, kuri eurais sudaro apie 850 mlrd. eur\u0173. Tok\u012f \u0161uol\u012f paskatino investuotoj\u0173 entuziazmas d\u0117l dirbtinio intelekto pl\u0117tros ir augan\u010dios duomen\u0173 centr\u0173 paklausos.<\/p>\n

Prekybos sesijos metu \u201eAMD\u201c akcijos vienu metu brango apie 9,4 proc., o \u012fmon\u0117s vert\u0117 per savait\u0119 padid\u0117jo ma\u017edaug 170 mlrd. eur\u0173. Rinkose tai vertinama kaip dar vienas signalas, kad DI infrastrukt\u016bros ciklas teb\u0117ra \u012fsib\u0117g\u0117j\u0119s.<\/p>\n

Kas stumia augim\u0105?<\/h2>\n

\u201eAMD\u201c pastaraisiais ketvir\u010diais pabr\u0117\u017eia duomen\u0173 centr\u0173 segment\u0105, kuris tapo pagrindiniu augimo varikliu. \u012emon\u0117 prane\u0161\u0117, kad 2026 met\u0173 antr\u0105j\u012f ketvirt\u012f pajamos, palyginti su tuo pa\u010diu laikotarpiu prie\u0161 metus, \u0161oktel\u0117jo apie 50 proc. ir pasiek\u0117 ma\u017edaug 9,8 mlrd. eur\u0173.<\/p>\n

Did\u017eiausi\u0105 \u012ftak\u0105 tam tur\u0117jo daugiau nei dvigubai augusios duomen\u0173 centr\u0173 pajamos. \u201eAMD\u201c taip pat nurod\u0117, kad 2026 met\u0173 antroje pus\u0117je tikisi dar spartesnio duomen\u0173 centr\u0173 pardavim\u0173 tempo.<\/p>\n

Partneryst\u0117s DI rinkoje<\/h2>\n

\u012emon\u0117 siekia stiprinti pozicijas DI ekosistemoje bendradarbiaudama su ry\u0161kiausiais \u0161ios srities \u017eaid\u0117jais. Tarp skelbt\u0173 partneri\u0173 minimos \u201eOpenAI\u201c ir \u201eAnthropic\u201c, o tokie ry\u0161iai investuotojams signalizuoja apie didesn\u0119 galimyb\u0119 patekti \u012f stambius infrastrukt\u016bros u\u017esakymus.<\/p>\n

Rinka \u0161iuo metu ypa\u010d jautriai reaguoja \u012f bet kokius \u017eenklus, rodan\u010dius, kad \u012fmon\u0117s gali didinti DI skai\u010diavimo paj\u0117gumus. Duomen\u0173 centrai, aptarnaujantys didelius kalbos modelius ir kitus DI sprendimus, reikalauja ne tik galing\u0173 lust\u0173, bet ir stabilaus tiekimo bei programin\u0117s ekosistemos.<\/p>\n

Vis dar pavijimo lenktyn\u0117s<\/h2>\n

Nors \u201eAMD\u201c prisijung\u0117 prie trilijono vert\u0117s bendrovi\u0173 klubo, pagal rinkos kapitalizacij\u0105 ji vis dar atsilieka nuo pagrindin\u0117s var\u017eov\u0117s \u201eNvidia\u201c. Pastarosios vert\u0117, remiantis vie\u0161ai skelbiamais rinkos vertinimais, art\u0117ja prie ma\u017edaug 4,7 trln. eur\u0173.<\/p>\n

Analitik\u0173 vertinimu, investuotojai \u0161iuo metu perka ne vien dabartinius rezultatus, bet ir l\u016bkes\u010dius, kad DI paklausa i\u0161liks auk\u0161ta kelerius metus. Ta\u010diau kartu rinkoje auga ir rizikos, susijusios su itin dideliais vertinimais, konkurencija bei u\u017esakym\u0173 cikl\u0173 nepastovumu.<\/p>\n","protected":false},"excerpt":{"rendered":"

\u201eAMD\u201c pasiek\u0117 apie 850 mlrd. eur\u0173 vert\u0119: DI paklausa ir duomen\u0173 centrai kelia pajamas, o investuotojai toliau med\u017eioja augimo istorijas.<\/p>\n","protected":false},"author":0,"featured_media":57690,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[94],"tags":[2262,6043,102,2007,1464,1471,14369],"miestas":[],"class_list":["post-57689","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-finansai","tag-akciju-rinka","tag-amd","tag-dirbtinis-intelektas","tag-duomenu-centrai","tag-nvidia","tag-puslaidininkiai","tag-rinkos-kapitalizacija"],"acf":[],"_links":{"self":[{"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/posts\/57689","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/types\/post"}],"replies":[{"embeddable":true,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/comments?post=57689"}],"version-history":[{"count":0,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/posts\/57689\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/media\/57690"}],"wp:attachment":[{"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/media?parent=57689"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/categories?post=57689"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/tags?post=57689"},{"taxonomy":"miestas","embeddable":true,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/miestas?post=57689"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}