{"id":170826,"date":"2026-08-27T04:05:05","date_gmt":"2026-08-27T04:05:05","guid":{"rendered":"https:\/\/friss-hirek.hu\/index.php\/megallithatatlan-az-nvidia-az-elemzok-is-meglepodtek-a-befektetok-megis-ovatosak-okkal\/friss-hirek\/"},"modified":"2026-08-27T04:05:05","modified_gmt":"2026-08-27T04:05:05","slug":"megallithatatlan-az-nvidia-az-elemzok-is-meglepodtek-a-befektetok-megis-ovatosak-okkal","status":"publish","type":"post","link":"https:\/\/friss-hirek.hu\/index.php\/megallithatatlan-az-nvidia-az-elemzok-is-meglepodtek-a-befektetok-megis-ovatosak-okkal\/uzlet\/","title":{"rendered":"Meg\u00e1ll\u00edthatatlan az Nvidia? Az elemz\u0151k is meglep\u0151dtek, a befektet\u0151k m\u00e9gis \u00f3vatosak \u2013 okkal"},"content":{"rendered":"<p><strong>Az Nvidia ism\u00e9t t\u00falsz\u00e1rnyalta a Wall Street v\u00e1rakoz\u00e1sait. A chipgy\u00e1rt\u00f3 96,2 milli\u00e1rd doll\u00e1ros bev\u00e9tellel z\u00e1rta a m\u00e1sodik negyed\u00e9vet, mik\u00f6zben a foly\u00f3 negyed\u00e9vre m\u00e1r 108 milli\u00e1rd doll\u00e1r k\u00f6r\u00fcli forgalmat v\u00e1r. <\/strong><\/p><div id=\"friss-429384738\" class=\"friss-etarget friss-entity-placement\"><script type=\"text\/javascript\" id=\"etargetScript7a9b589f63cb072bef80df221f46a22b\">function etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b(){var e=\"etargetPostload7a9b589f63cb072bef80df221f46a22b\",t=\"etargetScript7a9b589f63cb072bef80df221f46a22b\",o=document.getElementById(e);if(o){for(var n=o.offsetTop,d=o.offsetLeft,r=o.offsetWidth,a=o.offsetHeight;o.offsetParent;)o=o.offsetParent,n+=o.offsetTop,d+=o.offsetLeft;var i=(n<=window.pageYOffset+window.innerHeight&&d<window.pageXOffset+window.innerWidth&&n+a>window.pageYOffset&&d+r>window.pageXOffset);if(i&&etargetAllowOtherCheck){allowed=!1;var c=document.createElement(\"script\");return c.src=\"\/\/hu.search.etargetnet.com\/generic\/uni.php?g=ref:58661,area:700x210\",void(document.getElementById(t)&&document.getElementById(e)&&(document.getElementById(t).parentNode.appendChild(c),document.getElementById(t).parentNode.removeChild(document.getElementById(t)),document.getElementById(e).parentNode.removeChild(document.getElementById(e)),document.removeEventListener(\"scroll\",etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b),document.removeEventListener(\"resize\",etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b),document.removeEventListener(\"DOMContentLoaded\",etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b)))}}}var etargetDivID=\"etargetPostload7a9b589f63cb072bef80df221f46a22b\",etargetScriptID=\"etargetScript7a9b589f63cb072bef80df221f46a22b\",etargetPostloadPoint=document.createElement(\"div\");etargetPostloadPoint.id=etargetDivID;var etargetCurScript=document.getElementById(etargetScriptID);etargetCurScript.parentNode.appendChild(etargetPostloadPoint),document.addEventListener(\"scroll\",etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b),document.addEventListener(\"resize\",etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b),document.addEventListener(\"DOMContentLoaded\",etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b);var etargetAllowOtherCheck=!0;if(typeof(\"forceRunPostload\")==\"string\"){etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b()}<\/script><\/div>\n<div class=\"highlighted-text\">\n<p>\t\t<span class=\"highlighted-text__title minititle\">Forbes Corporate AI Summit<\/span><\/p>\n<div class=\"highlighted-text__content\">\n<p>Az AI mint szervezeti k\u00e9pess\u00e9g. A Forbes Business Pro \u2013 Corporate AI Summit f\u00f3kusz\u00e1ban az \u00fczleti megt\u00e9r\u00fcl\u00e9s \u00e9s a val\u00f3di v\u00e1llalati alkalmaz\u00e1s \u00e1ll, nem a hype. <a href=\"https:\/\/corporate-ai-summit-2026.forbes.hu\/\">Program, el\u0151ad\u00f3k r\u00e9szletek &gt;&gt;&gt;<\/a><\/p>\n<\/div>\n<\/div>\n<p><strong>A sz\u00e1mok.<\/strong> A negyed\u00e9ves \u00e1rbev\u00e9tel \u00e9ves \u00f6sszevet\u00e9sben 106 sz\u00e1zal\u00e9kkal n\u0151tt, a tavalyi 46,7 milli\u00e1rd doll\u00e1rr\u00f3l 96,2 milli\u00e1rdra. Az<a href=\"https:\/\/www.forbes.com\/sites\/fionariley\/2026\/08\/26\/nvidia-posts-96-billion-quarter-as-ai-boom-powers-106-growth-in-a-year\/\"> amerikai Forbes szerint<\/a> az elemz\u0151k enn\u00e9l j\u00f3val szer\u00e9nyebb, k\u00f6r\u00fclbel\u00fcl 92,2 milli\u00e1rdos eredm\u00e9nnyel sz\u00e1moltak.<\/p>\n<p>A nett\u00f3 nyeres\u00e9g 26,4 milli\u00e1rdr\u00f3l 59,7 milli\u00e1rd doll\u00e1rra ugrott. Az egyszeri t\u00e9telekkel korrig\u00e1lt r\u00e9szv\u00e9nyenk\u00e9nti eredm\u00e9ny 2,22 doll\u00e1r lett, szemben az elemz\u0151k 2,09 doll\u00e1ros v\u00e1rakoz\u00e1s\u00e1val.<\/p>\n<p><strong>Mi j\u00f6n ezut\u00e1n?<\/strong> Az Nvidia a jelenlegi negyed\u00e9vre 108 milli\u00e1rd doll\u00e1ros, plusz-m\u00ednusz k\u00e9t sz\u00e1zal\u00e9kos bev\u00e9telt jelzett el\u0151re. Ez is meghaladja a Wall Street nagyj\u00e1b\u00f3l 104,2 milli\u00e1rd doll\u00e1ros progn\u00f3zis\u00e1t.<\/p>\n<p><strong>T\u0151zsde.<\/strong> A l\u00e1tv\u00e1nyos eredm\u00e9nyek ellen\u00e9re a befektet\u0151k \u00f3vatosak maradtak. Az Nvidia r\u00e9szv\u00e9nye az eredm\u00e9nyk\u00f6zl\u00e9s el\u0151tt mintegy 1,6 sz\u00e1zal\u00e9kot vesz\u00edtett \u00e9rt\u00e9k\u00e9b\u0151l, majd a z\u00e1r\u00e1s ut\u00e1ni keresked\u00e9sben tov\u00e1bbi egy sz\u00e1zal\u00e9kkal ker\u00fclt lejjebb. A bizonytalans\u00e1got az is er\u0151s\u00edtette, hogy t\u00f6bb AI-ban \u00e9rdekelt v\u00e1llalat \u2013 k\u00f6zt\u00fck a Meta \u2013 kor\u00e1bban elmaradt saj\u00e1t negyed\u00e9ves el\u0151rejelz\u00e9s\u00e9t\u0151l.<\/p>\n<p><strong>A h\u00e1tt\u00e9r.<\/strong> Az Nvidia adatk\u00f6zponti \u00fczlet\u00e1ga az el\u0151z\u0151 negyed\u00e9vben 75,2 milli\u00e1rd doll\u00e1rt termelt, 92 sz\u00e1zal\u00e9kkal t\u00f6bbet, mint egy \u00e9vvel kor\u00e1bban. Ezzel a v\u00e1llalat a glob\u00e1lis AI-infrastrukt\u00fara egyik megker\u00fclhetetlen szerepl\u0151j\u00e9v\u00e9 v\u00e1lt.<\/p>\n<p>A n\u00f6veked\u00e9s ugyanakkor kock\u00e1zatokkal is j\u00e1r. Az Nvidia egyre akt\u00edvabban vesz r\u00e9szt annak az infrastrukt\u00far\u00e1nak a finansz\u00edroz\u00e1s\u00e1ban, amely v\u00e9gs\u0151 soron a saj\u00e1t chipjei ir\u00e1nti keresletet t\u00e1pl\u00e1lja. Nagy befektet\u00e9si t\u00e1rsas\u00e1gokkal k\u00f6z\u00f6sen olyan konstrukci\u00f3kat hozott l\u00e9tre, amelyek t\u00f6bb mint 500 milli\u00e1rd doll\u00e1rt mozg\u00f3s\u00edthatnak AI-adatk\u00f6zpontok \u00e9s m\u00e1s kapcsol\u00f3d\u00f3 beruh\u00e1z\u00e1sok sz\u00e1m\u00e1ra.<\/p>\n<p><strong>Van azonban egy b\u00f6kken\u0151.<\/strong> A t\u00e1rsas\u00e1g er\u0151sen f\u00fcgg n\u00e9h\u00e1ny nagy \u00fcgyf\u00e9lt\u0151l. A legut\u00f3bbi jelent\u00e9s szerint h\u00e1rom v\u00e1s\u00e1rl\u00f3 k\u00fcl\u00f6n-k\u00fcl\u00f6n a bev\u00e9tel 21, 17, illetve 16 sz\u00e1zal\u00e9k\u00e1t adta. Ugyanez a h\u00e1rom szerepl\u0151 a vev\u0151k\u00f6vetel\u00e9sek 64 sz\u00e1zal\u00e9k\u00e1\u00e9rt felelt.<\/p>\n<p><strong>Milli\u00e1rdosok.<\/strong> A Forbes becsl\u00e9se szerint Jensen Huang vez\u00e9rigazgat\u00f3 vagyona 181,2 milli\u00e1rd doll\u00e1r, amivel a vil\u00e1g nyolcadik leggazdagabb embere.<\/p>\n<p><!-- No email blocks found --><\/p>\n<p>The post <a href=\"https:\/\/www.forbes.hu\/penz\/megallithatatlan-az-nvidia-az-elemzok-is-meglepodtek-a-befektetok-megis-ovatosak-okkal\/\">Meg\u00e1ll\u00edthatatlan az Nvidia? Az elemz\u0151k is meglep\u0151dtek, a befektet\u0151k m\u00e9gis \u00f3vatosak \u2013 okkal<\/a> appeared first on <a href=\"https:\/\/www.forbes.hu\/\">Forbes.hu<\/a>.<\/p><div id=\"friss-2635488423\" class=\"friss-etarget-cikk-vege friss-entity-placement\"><script type=\"text\/javascript\" id=\"etargetScript7a9b589f63cb072bef80df221f46a22b\">function etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b(){var e=\"etargetPostload7a9b589f63cb072bef80df221f46a22b\",t=\"etargetScript7a9b589f63cb072bef80df221f46a22b\",o=document.getElementById(e);if(o){for(var n=o.offsetTop,d=o.offsetLeft,r=o.offsetWidth,a=o.offsetHeight;o.offsetParent;)o=o.offsetParent,n+=o.offsetTop,d+=o.offsetLeft;var i=(n<=window.pageYOffset+window.innerHeight&&d<window.pageXOffset+window.innerWidth&&n+a>window.pageYOffset&&d+r>window.pageXOffset);if(i&&etargetAllowOtherCheck){allowed=!1;var c=document.createElement(\"script\");return c.src=\"\/\/hu.search.etargetnet.com\/generic\/uni.php?g=ref:58661,area:700x210\",void(document.getElementById(t)&&document.getElementById(e)&&(document.getElementById(t).parentNode.appendChild(c),document.getElementById(t).parentNode.removeChild(document.getElementById(t)),document.getElementById(e).parentNode.removeChild(document.getElementById(e)),document.removeEventListener(\"scroll\",etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b),document.removeEventListener(\"resize\",etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b),document.removeEventListener(\"DOMContentLoaded\",etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b)))}}}var etargetDivID=\"etargetPostload7a9b589f63cb072bef80df221f46a22b\",etargetScriptID=\"etargetScript7a9b589f63cb072bef80df221f46a22b\",etargetPostloadPoint=document.createElement(\"div\");etargetPostloadPoint.id=etargetDivID;var etargetCurScript=document.getElementById(etargetScriptID);etargetCurScript.parentNode.appendChild(etargetPostloadPoint),document.addEventListener(\"scroll\",etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b),document.addEventListener(\"resize\",etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b),document.addEventListener(\"DOMContentLoaded\",etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b);var etargetAllowOtherCheck=!0;if(typeof(\"forceRunPostload\")==\"string\"){etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b()}<\/script><\/div><div id=\"friss-3885556157\" class=\"friss-after-content friss-entity-placement\"><script type=\"text\/javascript\" id=\"etargetScript7a9b589f63cb072bef80df221f46a22b\">function etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b(){var e=\"etargetPostload7a9b589f63cb072bef80df221f46a22b\",t=\"etargetScript7a9b589f63cb072bef80df221f46a22b\",o=document.getElementById(e);if(o){for(var n=o.offsetTop,d=o.offsetLeft,r=o.offsetWidth,a=o.offsetHeight;o.offsetParent;)o=o.offsetParent,n+=o.offsetTop,d+=o.offsetLeft;var i=(n<=window.pageYOffset+window.innerHeight&&d<window.pageXOffset+window.innerWidth&&n+a>window.pageYOffset&&d+r>window.pageXOffset);if(i&&etargetAllowOtherCheck){allowed=!1;var c=document.createElement(\"script\");return c.src=\"\/\/hu.search.etargetnet.com\/generic\/uni.php?g=ref:58661,area:700x210\",void(document.getElementById(t)&&document.getElementById(e)&&(document.getElementById(t).parentNode.appendChild(c),document.getElementById(t).parentNode.removeChild(document.getElementById(t)),document.getElementById(e).parentNode.removeChild(document.getElementById(e)),document.removeEventListener(\"scroll\",etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b),document.removeEventListener(\"resize\",etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b),document.removeEventListener(\"DOMContentLoaded\",etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b)))}}}var etargetDivID=\"etargetPostload7a9b589f63cb072bef80df221f46a22b\",etargetScriptID=\"etargetScript7a9b589f63cb072bef80df221f46a22b\",etargetPostloadPoint=document.createElement(\"div\");etargetPostloadPoint.id=etargetDivID;var etargetCurScript=document.getElementById(etargetScriptID);etargetCurScript.parentNode.appendChild(etargetPostloadPoint),document.addEventListener(\"scroll\",etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b),document.addEventListener(\"resize\",etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b),document.addEventListener(\"DOMContentLoaded\",etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b);var etargetAllowOtherCheck=!0;if(typeof(\"forceRunPostload\")==\"string\"){etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b()}<\/script><\/div><div id=\"friss-4125561677\" class=\"friss-after-content_2 friss-entity-placement\" style=\"clear: both;\"><div class=\"wprss_ajax\" data-id=\"rssd89e48108a\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/friss-hirek.hu\/wp-content\/plugins\/wp-rss-retriever\/inc\/imgs\/ajax-loader.gif\" alt=\"Loading RSS Feed\" width=\"16\" height=\"16\"><\/div><\/div><br style=\"clear: both; display: block; float: none;\"\/><div id=\"friss-2183649690\" class=\"friss-after-content_3 friss-entity-placement\">https:\/\/www.youtube.com\/watch?v=Pdnw4KiUWp0<\/div>","protected":false},"excerpt":{"rendered":"<p>Az Nvidia ism\u00e9t t\u00falsz\u00e1rnyalta a Wall Street v\u00e1rakoz\u00e1sait. A chipgy\u00e1rt\u00f3 96,2 milli\u00e1rd doll\u00e1ros bev\u00e9tellel z\u00e1rta a m\u00e1sodik negyed\u00e9vet, mik\u00f6zben a foly\u00f3 negyed\u00e9vre m\u00e1r 108 milli\u00e1rd doll\u00e1r k\u00f6r\u00fcli forgalmat v\u00e1r. Forbes Corporate AI Summit Az AI mint szervezeti k\u00e9pess\u00e9g. A Forbes Business Pro \u2013 Corporate AI Summit f\u00f3kusz\u00e1ban az \u00fczleti megt\u00e9r\u00fcl\u00e9s \u00e9s a val\u00f3di v\u00e1llalati alkalmaz\u00e1s [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7],"tags":[],"class_list":["post-170826","post","type-post","status-publish","format-standard","hentry","category-uzlet"],"amp_enabled":true,"_links":{"self":[{"href":"https:\/\/friss-hirek.hu\/index.php\/wp-json\/wp\/v2\/posts\/170826","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/friss-hirek.hu\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/friss-hirek.hu\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/friss-hirek.hu\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/friss-hirek.hu\/index.php\/wp-json\/wp\/v2\/comments?post=170826"}],"version-history":[{"count":0,"href":"https:\/\/friss-hirek.hu\/index.php\/wp-json\/wp\/v2\/posts\/170826\/revisions"}],"wp:attachment":[{"href":"https:\/\/friss-hirek.hu\/index.php\/wp-json\/wp\/v2\/media?parent=170826"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/friss-hirek.hu\/index.php\/wp-json\/wp\/v2\/categories?post=170826"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/friss-hirek.hu\/index.php\/wp-json\/wp\/v2\/tags?post=170826"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}