{"id":14009,"date":"2026-05-07T10:43:59","date_gmt":"2026-05-07T03:43:59","guid":{"rendered":"https:\/\/taichinhphowall.com\/index.php\/2026\/05\/07\/chuoi-cung-ung-tai-chau-a-va-su-phu-thuoc-chi-phi-cua-nvidia\/"},"modified":"2026-05-07T10:43:59","modified_gmt":"2026-05-07T03:43:59","slug":"chuoi-cung-ung-tai-chau-a-va-su-phu-thuoc-chi-phi-cua-nvidia","status":"publish","type":"post","link":"https:\/\/taichinhphowall.com\/index.php\/2026\/05\/07\/chuoi-cung-ung-tai-chau-a-va-su-phu-thuoc-chi-phi-cua-nvidia\/","title":{"rendered":"Chu\u1ed7i cung \u1ee9ng t\u1ea1i ch\u00e2u \u00c1 v\u00e0 s\u1ef1 ph\u1ee5 thu\u1ed9c chi ph\u00ed c\u1ee7a Nvidia"},"content":{"rendered":"
\n

Chu\u1ed7i cung \u1ee9ng t\u1ea1i ch\u00e2u \u00c1 hi\u1ec7n \u0111ang \u0111\u00f3ng vai tr\u00f2 l\u00e0 x\u01b0\u01a1ng s\u1ed1ng trong c\u1ea5u tr\u00fac chi ph\u00ed s\u1ea3n xu\u1ea5t c\u1ee7a Nvidia, khi chi\u1ebfm t\u1edbi 90% t\u1ed5ng chi ph\u00ed s\u1ea3n xu\u1ea5t c\u1ee7a “g\u00e3 kh\u1ed5ng l\u1ed3” c\u00f4ng ngh\u1ec7 n\u00e0y. Trong b\u1ed1i c\u1ea3nh k\u1ef7 nguy\u00ean tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o (AI) b\u00f9ng n\u1ed5, s\u1ef1 ph\u1ee5 thu\u1ed9c v\u00e0o c\u00e1c m\u1eaft x\u00edch cung \u1ee9ng t\u1ea1i khu v\u1ef1c n\u00e0y kh\u00f4ng ch\u1ec9 ph\u1ea3n \u00e1nh n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t t\u1eadp trung m\u00e0 c\u00f2n cho th\u1ea5y nh\u1eefng th\u00e1ch th\u1ee9c l\u1edbn trong vi\u1ec7c c\u00e2n \u0111\u1ed1i b\u00e0i to\u00e1n hi\u1ec7u qu\u1ea3 t\u00e0i ch\u00ednh v\u00e0 \u1ed5n \u0111\u1ecbnh linh ki\u1ec7n.<\/p>\n

\n \"Chu\u1ed7i
\u1ea2nh t\u1eeb ngu\u1ed3n: vnexpress.net<\/em><\/figcaption><\/figure>\n

B\u1ea3n ch\u1ea5t c\u1ea5u tr\u00fac chu\u1ed7i cung \u1ee9ng t\u1ea1i ch\u00e2u \u00c1<\/h2>\n

Nh\u00ecn s\u00e2u v\u00e0o b\u1ea3n ch\u1ea5t, vi\u1ec7c chu\u1ed7i cung \u1ee9ng t\u1ea1i ch\u00e2u \u00c1 chi\u1ebfm 90% chi ph\u00ed s\u1ea3n xu\u1ea5t kh\u00f4ng ph\u1ea3i l\u00e0 k\u1ebft qu\u1ea3 ng\u1eabu nhi\u00ean m\u00e0 l\u00e0 h\u1ec7 qu\u1ea3 c\u1ee7a m\u1ed9t h\u1ec7 sinh th\u00e1i b\u00e1n d\u1eabn \u0111\u00e3 \u0111\u01b0\u1ee3c thi\u1ebft l\u1eadp ch\u1eb7t ch\u1ebd trong nhi\u1ec1u th\u1eadp k\u1ef7. T\u1eeb kh\u00e2u ch\u1ebf t\u1ea1o t\u1ea5m wafer, \u0111\u00f3ng g\u00f3i chip ti\u00ean ti\u1ebfn cho \u0111\u1ebfn l\u1eafp r\u00e1p bo m\u1ea1ch ch\u1ee7, h\u1ea7u h\u1ebft c\u00e1c b\u01b0\u1edbc quan tr\u1ecdng nh\u1ea5t \u0111\u1ec1u n\u1eb1m trong tay c\u00e1c \u0111\u1ed1i t\u00e1c t\u1ea1i khu v\u1ef1c n\u00e0y. Khi nhu c\u1ea7u v\u1ec1 s\u1ee9c m\u1ea1nh t\u00ednh to\u00e1n cho AI leo thang, Nvidia bu\u1ed9c ph\u1ea3i duy tr\u00ec s\u1ef1 g\u1eafn k\u1ebft m\u1eadt thi\u1ebft v\u1edbi h\u1ec7 th\u1ed1ng cung \u1ee9ng n\u00e0y \u0111\u1ec3 \u0111\u1ea3m b\u1ea3o s\u1ea3n l\u01b0\u1ee3ng tr\u01b0\u1edbc c\u01a1n kh\u00e1t linh ki\u1ec7n to\u00e0n c\u1ea7u.<\/p>\n

Th\u1ef1c t\u1ebf cho th\u1ea5y m\u1ed9t ngh\u1ecbch l\u00fd l\u00e0 trong khi quy m\u00f4 s\u1ea3n xu\u1ea5t m\u1edf r\u1ed9ng, \u00e1p l\u1ef1c chi ph\u00ed l\u1ea1i kh\u00f4ng h\u1ec1 gi\u1ea3m b\u1edbt. S\u1ef1 khan hi\u1ebfm c\u1ee7a c\u00e1c th\u00e0nh ph\u1ea7n quan tr\u1ecdng \u0111\u00e3 \u0111\u1ea9y gi\u00e1 th\u00e0nh linh ki\u1ec7n l\u00ean m\u1ee9c k\u1ef7 l\u1ee5c. Trong m\u00f4i tr\u01b0\u1eddng c\u00f4ng ngh\u1ec7 bi\u1ebfn chuy\u1ec3n li\u00ean t\u1ee5c, vi\u1ec7c c\u00e1c d\u00f2ng chip c\u0169 b\u1ecb khai t\u1eed s\u1edbm kh\u00f4ng \u0111\u01a1n thu\u1ea7n l\u00e0 l\u1ed9 tr\u00ecnh n\u00e2ng c\u1ea5p s\u1ea3n ph\u1ea9m, m\u00e0 l\u00e0 s\u1ef1 ph\u1ea3n \u00e1nh c\u1ee7a m\u1ed9t chu\u1ed7i cung \u1ee9ng \u0111ang ph\u1ea3i “g\u1ed3ng m\u00ecnh” \u0111\u1ec3 \u01b0u ti\u00ean ngu\u1ed3n l\u1ef1c cho c\u00e1c d\u00f2ng chip AI th\u1ebf h\u1ec7 m\u1edbi \u2013 nh\u1eefng s\u1ea3n ph\u1ea9m mang l\u1ea1i bi\u00ean l\u1ee3i nhu\u1eadn cao h\u01a1n v\u00e0 gi\u1eef vai tr\u00f2 c\u1ed1t l\u00f5i trong h\u1ec7 sinh th\u00e1i c\u1ee7a Nvidia.<\/p>\n

S\u1ee9c \u00e9p t\u1eeb h\u1ec7 sinh th\u00e1i c\u00f4ng ngh\u1ec7 to\u00e0n c\u1ea7u<\/h2>\n

Khi nh\u00ecn v\u00e0o b\u1ee9c tranh r\u1ed9ng h\u01a1n, v\u1ecb th\u1ebf c\u1ee7a chu\u1ed7i cung \u1ee9ng t\u1ea1i ch\u00e2u \u00c1 trong c\u01a1 c\u1ea5u chi ph\u00ed c\u1ee7a Nvidia c\u00f2n \u0111\u1eb7t ra nh\u1eefng c\u00e2u h\u1ecfi v\u1ec1 kh\u1ea3 n\u0103ng t\u1ed1i \u01b0u h\u00f3a ngu\u1ed3n l\u1ef1c. Trong khi th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n M\u1ef9 \u0111ang ghi nh\u1eadn nh\u1eefng c\u1ed9t m\u1ed1c l\u1ecbch s\u1eed, v\u1edbi c\u00e1c ch\u1ec9 s\u1ed1 nh\u01b0 S&P 500 li\u00ean t\u1ee5c thi\u1ebft l\u1eadp \u0111\u1ec9nh m\u1edbi trong c\u00e1c phi\u00ean giao d\u1ecbch b\u00f9ng n\u1ed5, c\u00e1c doanh nghi\u1ec7p c\u00f4ng ngh\u1ec7 l\u1edbn nh\u01b0 Nvidia v\u1eabn ph\u1ea3i \u0111\u1ed1i m\u1eb7t v\u1edbi nh\u1eefng m\u1eaft x\u00edch v\u1eadn h\u00e0nh ph\u1ee9c t\u1ea1p b\u00ean d\u01b0\u1edbi b\u1ec1 n\u1ed5i. S\u1ef1 \u1ed5n \u0111\u1ecbnh c\u1ee7a c\u00e1c \u0111\u1ed1i t\u00e1c s\u1ea3n xu\u1ea5t t\u1ea1i ch\u00e2u \u00c1 ch\u00ednh l\u00e0 bi\u1ebfn s\u1ed1 quan tr\u1ecdng \u1ea3nh h\u01b0\u1edfng tr\u1ef1c ti\u1ebfp \u0111\u1ebfn kh\u1ea3 n\u0103ng \u0111\u00e1p \u1ee9ng nhu c\u1ea7u th\u1ecb tr\u01b0\u1eddng to\u00e0n c\u1ea7u.<\/p>\n

\u0110\u00e1ng ch\u00fa \u00fd, cu\u1ed9c \u0111ua tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o kh\u00f4ng ch\u1ec9 d\u1eebng l\u1ea1i \u1edf Nvidia m\u00e0 c\u00f2n lan t\u1ecfa sang c\u00e1c \u0111\u1ebf ch\u1ebf kh\u00e1c. Vi\u1ec7c c\u00e1c doanh nghi\u1ec7p l\u1edbn, t\u01b0\u01a1ng t\u1ef1 nh\u01b0 c\u00e1ch Samsung c\u00e1n m\u1ed1c v\u1ed1n h\u00f3a ng\u00e0n t\u1ef7 \u0111\u00f4 trong cu\u1ed9c \u0111ua c\u00f4ng ngh\u1ec7, \u0111ang bu\u1ed9c c\u00e1c th\u00e0nh vi\u00ean trong chu\u1ed7i ph\u1ea3i ch\u1ea1y \u0111ua v\u1edbi th\u1eddi gian. S\u1ef1 d\u1ecbch chuy\u1ec3n trong t\u01b0 duy s\u1ea3n xu\u1ea5t v\u00e0 n\u1ed7 l\u1ef1c n\u1edbi l\u1ecfng c\u00e1c quy \u0111\u1ecbnh t\u1ea1i M\u1ef9 nh\u1eb1m t\u1ea1o \u0111i\u1ec1u ki\u1ec7n cho b\u00e1o c\u00e1o qu\u00fd c\u1ee7a c\u00e1c doanh nghi\u1ec7p ni\u00eam y\u1ebft ph\u1ea7n n\u00e0o gi\u00fap gi\u1ea3m b\u1edbt r\u00e0o c\u1ea3n, nh\u01b0ng v\u1ec1 c\u01a1 b\u1ea3n, s\u1ef1 ph\u1ee5 thu\u1ed9c v\u00e0o n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t t\u1ea1i ch\u00e2u \u00c1 v\u1eabn l\u00e0 th\u1ef1c t\u1ebf kh\u00f4ng th\u1ec3 thay th\u1ebf trong ng\u1eafn h\u1ea1n.<\/p>\n

C\u01a1 ch\u1ebf n\u00e0y t\u1ea1o ra m\u1ed9t v\u00f2ng l\u1eb7p: nhu c\u1ea7u AI c\u00e0ng t\u0103ng, \u00e1p l\u1ef1c d\u1ed3n l\u00ean chu\u1ed7i cung \u1ee9ng t\u1ea1i ch\u00e2u \u00c1 c\u00e0ng l\u1edbn, v\u00e0 t\u1eeb \u0111\u00f3, c\u1ea5u tr\u00fac chi ph\u00ed s\u1ea3n xu\u1ea5t c\u1ee7a Nvidia s\u1ebd ti\u1ebfp t\u1ee5c duy tr\u00ec tr\u1ea1ng th\u00e1i nh\u1ea1y c\u1ea3m v\u1edbi c\u00e1c bi\u1ebfn \u0111\u1ed9ng t\u1ea1i khu v\u1ef1c n\u00e0y. \u0110\u00e2y l\u00e0 b\u00e0i to\u00e1n v\u1ec1 s\u1ef1 c\u00e2n b\u1eb1ng gi\u1eefa t\u0103ng tr\u01b0\u1edfng n\u00f3ng v\u00e0 kh\u1ea3 n\u0103ng duy tr\u00ec b\u1ec1n v\u1eefng c\u1ee7a h\u1ea1 t\u1ea7ng cung \u1ee9ng linh ki\u1ec7n v\u1ed1n \u0111\u00e3 tr\u1edf n\u00ean v\u00f4 c\u00f9ng mong manh tr\u01b0\u1edbc t\u1ed1c \u0111\u1ed9 ph\u00e1t tri\u1ec3n ch\u00f3ng m\u1eb7t c\u1ee7a c\u00f4ng ngh\u1ec7 hi\u1ec7n nay.<\/p>\n

B\u00e0i vi\u1ebft \u0111\u00e3 \u0111\u01b0\u1ee3c bi\u00ean t\u1eadp l\u1ea1i t\u1eeb ngu\u1ed3n: vnexpress.net<\/em><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

Chu\u1ed7i cung \u1ee9ng t\u1ea1i ch\u00e2u \u00c1 hi\u1ec7n \u0111ang \u0111\u00f3ng vai tr\u00f2 l\u00e0 x\u01b0\u01a1ng s\u1ed1ng trong c\u1ea5u tr\u00fac chi ph\u00ed s\u1ea3n xu\u1ea5t c\u1ee7a Nvidia, khi chi\u1ebfm t\u1edbi 90% t\u1ed5ng chi ph\u00ed s\u1ea3n xu\u1ea5t c\u1ee7a “g\u00e3 kh\u1ed5ng l\u1ed3” c\u00f4ng ngh\u1ec7 n\u00e0y. Trong b\u1ed1i c\u1ea3nh k\u1ef7 nguy\u00ean tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o (AI) b\u00f9ng n\u1ed5, s\u1ef1 ph\u1ee5 thu\u1ed9c v\u00e0o […]<\/p>\n","protected":false},"author":1,"featured_media":14007,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[39],"tags":[],"class_list":["post-14009","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-chung-khoang-my-va-pho-wall"],"_links":{"self":[{"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/posts\/14009","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/comments?post=14009"}],"version-history":[{"count":0,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/posts\/14009\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/media\/14007"}],"wp:attachment":[{"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/media?parent=14009"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/categories?post=14009"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/tags?post=14009"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}