{"id":1706,"date":"2026-07-28T00:03:21","date_gmt":"2026-07-28T00:03:21","guid":{"rendered":"https:\/\/convly.ai\/?p=1706"},"modified":"2026-07-28T00:03:21","modified_gmt":"2026-07-28T00:03:21","slug":"nvidia-stock-slides-openai-financing-ai-spending","status":"publish","type":"post","link":"https:\/\/convly.ai\/ar\/nvidia-stock-slides-openai-financing-ai-spending\/","title":{"rendered":"\u0633\u0639\u0631 \u0633\u0647\u0645 \u0625\u0646\u0641\u064a\u062f\u064a\u0627 \u0627\u0644\u064a\u0648\u0645: \u0645\u062d\u0627\u062f\u062b\u0627\u062a \u0623\u0648\u0628\u0646 \u0622\u064a \u0622\u064a \u062a\u064f\u0639\u0645\u0650\u0651\u0642 \u0645\u062e\u0627\u0648\u0641 \u0627\u0644\u0625\u0646\u0641\u0627\u0642 \u0639\u0644\u0649 \u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a"},"content":{"rendered":"<p>\u0627\u0644\u0640 <strong>\u0633\u0639\u0631 \u0633\u0647\u0645 \u0625\u0646\u0641\u064a\u062f\u064a\u0627 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\u0644\u0645\u0639\u062f\u0644 \u2014 \u0648\u0627\u0644\u0627\u0642\u062a\u0635\u0627\u062f\u064a\u0627\u062a \u2014 \u0627\u0644\u0645\u0631\u062a\u0628\u0637\u0629 \u0628\u062a\u0637\u0648\u064a\u0631 \u0627\u0644\u0646\u0645\u0627\u0630\u062c \u0627\u0644\u0645\u0639\u062a\u0645\u062f\u0629 \u0628\u0634\u062f\u0629 \u0639\u0644\u0649 \u0648\u062d\u062f\u0627\u062a \u0645\u0639\u0627\u0644\u062c\u0629 \u0627\u0644\u0631\u0633\u0648\u0645\u064a\u0627\u062a (GPUs).<\/p>\n<div class=\"convly-tldr\">\n<h3>\u0623\u0628\u0631\u0632 \u0627\u0644\u0646\u0642\u0627\u0637 \u0627\u0644\u0645\u0633\u062a\u062e\u0644\u0635\u0629<\/h3>\n<ul>\n<li>\u0627\u0646\u062e\u0641\u0636 \u0633\u0647\u0645 \u0625\u0646\u0641\u064a\u062f\u064a\u0627 \u0628\u0639\u062f \u062a\u0642\u0627\u0631\u064a\u0631 \u062a\u0641\u064a\u062f \u0628\u0623\u0646 \u0623\u0648\u0628\u0646 \u0622\u064a \u0622\u064a \u062a\u062c\u0631\u064a \u0645\u062d\u0627\u062f\u062b\u0627\u062a \u062a\u0645\u0648\u064a\u0644\u060c \u0648\u0641\u0642\u064b\u0627 \u0644\u0643\u0648\u0627\u064a\u0641\u0631 \u0643\u0648\u0627\u0646\u062a\u064a\u062a\u0627\u062a\u064a\u0641.<\/li>\n<li>\u0632\u0627\u062f \u0647\u0630\u0627 \u0627\u0644\u062e\u0628\u0631 \u0645\u0646 \u0627\u0644\u0645\u062e\u0627\u0648\u0641 \u0627\u0644\u0642\u0627\u0626\u0645\u0629 \u0644\u062f\u0649 \u0627\u0644\u0645\u0633\u062a\u062b\u0645\u0631\u064a\u0646 \u0628\u0634\u0623\u0646 \u0627\u0644\u0627\u0633\u062a\u062f\u0627\u0645\u0629 \u0637\u0648\u064a\u0644\u0629 \u0627\u0644\u0623\u0645\u062f \u0644\u0644\u0625\u0646\u0641\u0627\u0642 \u0627\u0644\u0631\u0623\u0633\u0645\u0627\u0644\u064a \u0639\u0644\u0649 \u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a.<\/li>\n<li>\u062a\u064f\u0642\u064a\u0650\u0651\u0645 \u0627\u0644\u0623\u0633\u0648\u0627\u0642 \u0645\u0627 \u0625\u0630\u0627 \u0643\u0627\u0646 \u0646\u0645\u0648 \u0627\u0644\u0625\u0646\u0641\u0627\u0642 \u0639\u0644\u0649 \u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a \u0644\u0627 \u064a\u0632\u0627\u0644 \u0643\u0627\u0641\u064a\u064b\u0627 \u0644\u062a\u0628\u0631\u064a\u0631 \u0627\u0644\u062a\u0642\u064a\u064a\u0645 \u0627\u0644\u0645\u0631\u062a\u0641\u0639 \u0644\u0633\u0647\u0645 \u0625\u0646\u0641\u064a\u062f\u064a\u0627.<\/li>\n<li>\u064a\u064f\u0641\u0633\u0650\u0651\u0631 \u0628\u0639\u0636 \u0627\u0644\u0645\u0633\u062a\u062b\u0645\u0631\u064a\u0646 \u0646\u0634\u0627\u0637 \u0623\u0648\u0628\u0646 \u0622\u064a \u0622\u064a \u0641\u064a \u062c\u0645\u0639 \u0627\u0644\u062a\u0645\u0648\u064a\u0644 \u0643\u0625\u0634\u0627\u0631\u0629\u064d \u0625\u0644\u0649 \u0627\u0631\u062a\u0641\u0627\u0639 \u0627\u0644\u062a\u0643\u0627\u0644\u064a\u0641\u060c \u0648\u0644\u064a\u0633 \u0641\u0642\u0637 \u0627\u0631\u062a\u0641\u0627\u0639 \u0627\u0644\u0637\u0644\u0628.<\/li>\n<li>\u062a\u0638\u0644 \u0625\u0646\u0641\u064a\u062f\u064a\u0627 \u0627\u0644\u0645\u0648\u0631\u0650\u0651\u062f \u0627\u0644\u0645\u0647\u064a\u0645\u0646 \u0644\u0648\u062d\u062f\u0627\u062a \u0627\u0644\u0645\u0639\u0627\u0644\u062c\u0629 \u0627\u0644\u0645\u062e\u0635\u0635\u0629 \u0644\u0644\u062a\u062f\u0631\u064a\u0628 \u0648\u0627\u0644\u0627\u0633\u062a\u0646\u062a\u0627\u062c \u0641\u064a \u0645\u062c\u0627\u0644 \u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a\u060c \u0631\u063a\u0645 \u0623\u0646 \u062a\u0642\u064a\u064a\u0645 \u0633\u0647\u0645\u0647\u0627 \u0634\u062f\u064a\u062f \u0627\u0644\u062d\u0633\u0627\u0633\u064a\u0629 \u062a\u062c\u0627\u0647 \u0627\u0644\u0633\u0631\u062f\u064a\u0627\u062a \u0627\u0644\u0645\u062a\u0639\u0644\u0642\u0629 \u0628\u0627\u0644\u0625\u0646\u0641\u0627\u0642.<\/li>\n<li>\u064a\u062a\u0631\u0642\u0628 \u0627\u0644\u0645\u062d\u0644\u0644\u0648\u0646 \u0648\u0627\u0644\u0645\u0633\u062a\u062b\u0645\u0631\u0648\u0646 \u0623\u064a \u0645\u0624\u0634\u0631\u0627\u062a \u0639\u0644\u0649 \u0623\u0646 \u0645\u064a\u0632\u0627\u0646\u064a\u0627\u062a \u0634\u0631\u0643\u0627\u062a \u0627\u0644\u062e\u062f\u0645\u0627\u062a \u0627\u0644\u0633\u062d\u0627\u0628\u064a\u0629 \u0627\u0644\u0643\u0628\u0631\u0649 (hyperscalers) \u0623\u0648 \u0627\u0644\u0645\u062e\u062a\u0628\u0631\u0627\u062a \u0627\u0644\u0631\u0627\u0626\u062f\u0629 \u0641\u064a \u0645\u062c\u0627\u0644 \u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a \u0642\u062f \u0628\u0644\u063a\u062a \u0645\u0631\u062d\u0644\u0629 \u0627\u0644\u0627\u0633\u062a\u0642\u0631\u0627\u0631.<\/li>\n<\/ul>\n<\/div>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_84 counter-flat ez-toc-counter ez-toc-container-direction\">\n<label for=\"ez-toc-cssicon-toggle-item-6a6811ac42b8f\" class=\"ez-toc-cssicon-toggle-label\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">\u062a\u0628\u062f\u064a\u0644<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #000000;color:#000000\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewbox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #000000;color:#000000\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewbox=\"0 0 24 24\" version=\"1.2\" baseprofile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/label><input type=\"checkbox\"  id=\"ez-toc-cssicon-toggle-item-6a6811ac42b8f\"  aria-label=\"\u062a\u0628\u062f\u064a\u0644\" \/><nav><ul class='ez-toc-list ez-toc-list-level-1' ><li class='ez-toc-page-1'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/convly.ai\/ar\/nvidia-stock-slides-openai-financing-ai-spending\/#What_Triggered_the_Latest_NVIDIA_Stock_Slide\" >\u0645\u0627 \u0627\u0644\u0630\u064a \u0623\u062f\u0649 \u0625\u0644\u0649 \u0622\u062e\u0631 \u0627\u0646\u062e\u0641\u0627\u0636 \u0641\u064a \u0633\u0647\u0645 \u0625\u0646\u0641\u064a\u062f\u064a\u0627\u061f<\/a><\/li><li class='ez-toc-page-1'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/convly.ai\/ar\/nvidia-stock-slides-openai-financing-ai-spending\/#OpenAIs_Financing_Talks_Reading_the_Signal\" >\u0645\u062d\u0627\u062f\u062b\u0627\u062a \u062a\u0645\u0648\u064a\u0644 \u0623\u0648\u0628\u0646 \u0622\u064a \u0622\u064a: \u0642\u0631\u0627\u0621\u0629 \u0627\u0644\u0625\u0634\u0627\u0631\u0629<\/a><\/li><li class='ez-toc-page-1'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/convly.ai\/ar\/nvidia-stock-slides-openai-financing-ai-spending\/#The_AI_Spending_Debate_A_Recurring_Pressure_Point_for_NVIDIA\" >\u0646\u0642\u0627\u0634 \u0627\u0644\u0625\u0646\u0641\u0627\u0642 \u0639\u0644\u0649 \u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a: \u0646\u0642\u0637\u0629 \u0636\u063a\u0637 \u0645\u062a\u0643\u0631\u0631\u0629 \u062a\u0624\u062b\u0631 \u0639\u0644\u0649 \u0625\u0646\u0641\u064a\u062f\u064a\u0627<\/a><\/li><li class='ez-toc-page-1'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/convly.ai\/ar\/nvidia-stock-slides-openai-financing-ai-spending\/#NVIDIAs_Valuation_and_Its_Sensitivity_to_Spending_Narratives\" >\u062a\u0642\u064a\u064a\u0645 \u0625\u0646\u0641\u064a\u062f\u064a\u0627 \u0648\u062d\u0633\u0627\u0633\u064a\u062a\u0647 \u062a\u062c\u0627\u0647 \u0627\u0644\u0633\u0631\u062f\u064a\u0627\u062a \u0627\u0644\u0645\u062a\u0639\u0644\u0642\u0629 \u0628\u0627\u0644\u0625\u0646\u0641\u0627\u0642<\/a><\/li><li class='ez-toc-page-1'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/convly.ai\/ar\/nvidia-stock-slides-openai-financing-ai-spending\/#What_the_Market_Is_Watching_Next\" >\u0645\u0627 \u0627\u0644\u0630\u064a \u062a\u0631\u0627\u0642\u0628\u0647 \u0627\u0644\u0623\u0633\u0648\u0627\u0642 \u0628\u0639\u062f \u0630\u0644\u0643\u061f<\/a><\/li><li class='ez-toc-page-1'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/convly.ai\/ar\/nvidia-stock-slides-openai-financing-ai-spending\/#Frequently_Asked_Questions\" >\u0627\u0644\u0623\u0633\u0626\u0644\u0629 \u0627\u0644\u0645\u062a\u0643\u0631\u0631\u0629<\/a><\/li><li class='ez-toc-page-1'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/convly.ai\/ar\/nvidia-stock-slides-openai-financing-ai-spending\/#The_Bottom_Line\" >\u0627\u0644\u062e\u0644\u0627\u0635\u0629<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"What_Triggered_the_Latest_NVIDIA_Stock_Slide\"><\/span>\u0645\u0627 \u0627\u0644\u0630\u064a \u0623\u062f\u0649 \u0625\u0644\u0649 \u0622\u062e\u0631 \u0627\u0646\u062e\u0641\u0627\u0636 \u0641\u064a \u0633\u0647\u0645 \u0625\u0646\u0641\u064a\u062f\u064a\u0627\u061f<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>\u0623\u0641\u0627\u062f\u062a \u0634\u0631\u0643\u0629 \u0643\u0648\u0627\u064a\u0641\u0631 \u0643\u0648\u0627\u0646\u062a\u064a\u062a\u0627\u062a\u064a\u0641 \u0628\u0623\u0646 \u062a\u0642\u0627\u0631\u064a\u0631 \u0625\u062c\u0631\u0627\u0621 \u0623\u0648\u0628\u0646 \u0622\u064a \u0622\u064a \u0645\u062d\u0627\u062f\u062b\u0627\u062a \u062a\u0645\u0648\u064a\u0644 \u062c\u062f\u064a\u062f\u0629 \u0643\u0627\u0641\u064a\u0629 \u0644\u0625\u0633\u0642\u0627\u0637 \u0623\u0633\u0647\u0645 \u0625\u0646\u0641\u064a\u062f\u064a\u0627 \u0641\u064a \u0662\u0668 \u064a\u0648\u0644\u064a\u0648 \u0662\u0660\u0662\u0666. \u0648\u0639\u0644\u0649 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\u0627\u0644\u0633\u062d\u0627\u0628\u064a\u0629 \u0627\u0644\u0643\u0628\u0631\u0649 (hyperscalers) \u0648\u0627\u0644\u0645\u062e\u062a\u0628\u0631\u0627\u062a \u0627\u0644\u0631\u0627\u0626\u062f\u0629 \u0641\u064a \u0645\u062c\u0627\u0644 \u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a \u0648\u0645\u064f\u0639\u062a\u0645\u062f\u064a \u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a \u0641\u064a \u0627\u0644\u0645\u0624\u0633\u0633\u0627\u062a \u0641\u064a \u0645\u0633\u062a\u0648\u064a\u0627\u062a \u0627\u0644\u0625\u0646\u0641\u0627\u0642 \u0627\u0644\u0631\u0623\u0633\u0645\u0627\u0644\u064a \u0627\u0644\u062d\u0627\u0644\u064a\u0629 \u0633\u0645\u0629\u064b \u062f\u0627\u0626\u0645\u0629\u064b \u0641\u064a \u0627\u0644\u0633\u0631\u062f\u064a\u0629 \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631\u064a\u0629 \u0627\u0644\u0645\u062a\u0639\u0644\u0642\u0629 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\u0627\u0644\u0645\u062e\u062a\u0628\u0631\u0627\u062a \u0627\u0644\u0631\u0627\u0626\u062f\u0629\u060c \u0648\u0627\u0644\u062a\u062d\u0648\u0644 \u0627\u0644\u0645\u0633\u062a\u0645\u0631 \u0645\u0646 \u0627\u0644\u0623\u062d\u0645\u0627\u0644 \u0627\u0644\u062a\u0634\u063a\u064a\u0644\u064a\u0629 \u0627\u0644\u0645\u0639\u062a\u0645\u062f\u0629 \u0639\u0644\u0649 \u0648\u062d\u062f\u0627\u062a \u0645\u0639\u0627\u0644\u062c\u0629 \u0627\u0644\u0645\u0631\u0643\u0632 (CPUs) \u0625\u0644\u0649 \u062a\u0644\u0643 \u0627\u0644\u0645\u064f\u0639\u062c\u064e\u0651\u0644\u0629 \u0628\u0648\u0627\u0633\u0637\u0629 \u0648\u062d\u062f\u0627\u062a \u0645\u0639\u0627\u0644\u062c\u0629 \u0627\u0644\u0631\u0633\u0648\u0645\u064a\u0627\u062a (GPUs) \u0643\u0644\u0647\u0627 \u0645\u0624\u0634\u0631\u0627\u062a \u062a\u062f\u0644 \u0639\u0644\u0649 \u0627\u0633\u062a\u0645\u0631\u0627\u0631 \u0627\u0644\u0637\u0644\u0628 \u0639\u0644\u0649 \u0627\u0644\u0623\u062c\u0647\u0632\u0629. \u0648\u064a\u0645\u0646\u062d \u0645\u0631\u0643\u0632 \u0625\u0646\u0641\u064a\u062f\u064a\u0627 \u0643\u0645\u0648\u0631\u062f \u0645\u0647\u064a\u0645\u0646 \u0644\u0631\u0642\u0627\u0626\u0642 \u0627\u0644\u062a\u062f\u0631\u064a\u0628 \u0648\u0627\u0644\u0627\u0633\u062a\u0646\u062a\u0627\u062c \u0641\u064a \u0645\u062c\u0627\u0644 \u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a \u2014 \u0627\u0644\u0645\u062f\u0639\u0648\u0645 \u0628\u0628\u064a\u0626\u062a\u0647\u0627 \u0627\u0644\u0628\u0631\u0645\u062c\u064a\u0629 \u0627\u0644\u0639\u0645\u064a\u0642\u0629 \u2014 \u0644\u0647\u0627 \u0633\u0644\u0637\u0629 \u062a\u0633\u0639\u064a\u0631 \u0643\u0628\u064a\u0631\u0629 \u0648\u0625\u0645\u0643\u0627\u0646\u0627\u062a \u0643\u0628\u064a\u0631\u0629 \u0644\u062a\u062d\u0642\u064a\u0642 \u0639\u0627\u0626\u062f\u0627\u062a \u0645\u062a\u0643\u0631\u0631\u0629.<\/p>\n<p>\u0623\u0645\u0627 \u0645\u0646 \u0627\u0644\u062c\u0627\u0646\u0628 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\u0625\u0644\u0649 \u062a\u062d\u0631\u0643\u0627\u062a \u0633\u0644\u0628\u064a\u0629 \u0645\u0628\u0627\u0644\u063a \u0641\u064a\u0647\u0627\u060c \u062d\u064a\u062b \u064a\u0642\u0648\u0645 \u0627\u0644\u0645\u0633\u062a\u062b\u0645\u0631\u0648\u0646 \u0628\u0625\u0639\u0627\u062f\u0629 \u0636\u0628\u0637 \u062a\u0648\u0642\u0639\u0627\u062a\u0647\u0645 \u0644\u0644\u0625\u064a\u0631\u0627\u062f\u0627\u062a \u0627\u0644\u0645\u0633\u062a\u0642\u0628\u0644\u064a\u0629.<\/p>\n<p>\u0648\u062a\u062a\u0646\u0627\u0633\u0628 \u0642\u0635\u0629 \u062a\u0645\u0648\u064a\u0644 \u0623\u0648\u0628\u0646 \u0622\u064a \u0622\u064a \u062a\u0645\u0627\u0645\u064b\u0627 \u0645\u0639 \u0647\u0630\u0647 \u0627\u0644\u0646\u0645\u0637\u064a\u0629. \u0641\u0647\u064a \u0644\u0645 \u062a\u0645\u062b\u0644 \u062a\u063a\u064a\u064f\u0651\u0631\u064b\u0627 \u062c\u0648\u0647\u0631\u064a\u064b\u0651\u0627 \u0641\u064a \u0648\u0636\u0639 \u0625\u0646\u0641\u064a\u062f\u064a\u0627 \u0627\u0644\u062a\u062c\u0627\u0631\u064a \u0623\u0648 \u0627\u0644\u062a\u0646\u0627\u0641\u0633\u064a\u060c \u0644\u0643\u0646\u0647\u0627 \u0643\u0627\u0646\u062a \u0643\u0627\u0641\u064a\u0629 \u0644\u062a\u063a\u064a\u064a\u0631 \u0627\u0644\u0645\u0634\u0627\u0639\u0631 \u0642\u0635\u064a\u0631\u0629 \u0627\u0644\u0645\u062f\u0649 \u0648\u062a\u0630\u0643\u064a\u0631 \u0627\u0644\u0623\u0633\u0648\u0627\u0642 \u0628\u0623\u0646 \u062f\u0648\u0631\u0629 \u0627\u0644\u0625\u0646\u0641\u0627\u0642 \u0639\u0644\u0649 \u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a\u060c \u0645\u0647\u0645\u0627 \u0643\u0627\u0646\u062a \u0642\u0648\u062a\u0647\u0627\u060c \u0644\u064a\u0633\u062a \u0641\u064a \u0645\u0646\u0623\u0649 \u0639\u0646 \u0627\u0644\u0636\u063a\u0648\u0637 \u0627\u0644\u0637\u0628\u064a\u0639\u064a\u0629 \u0627\u0644\u0645\u0631\u062a\u0628\u0637\u0629 \u0628\u062a\u062e\u0635\u064a\u0635 \u0631\u0623\u0633 \u0627\u0644\u0645\u0627\u0644 \u0648\u0627\u0644\u0627\u0633\u062a\u062f\u0627\u0645\u0629 \u0627\u0644\u0645\u0627\u0644\u064a\u0629.<\/p>\n<table class=\"convly-vs\">\n<thead>\n<tr>\n<th>\u0639\u0627\u0645\u0644<\/th>\n<th>\u0625\u064a\u062c\u0627\u0628\u064a \u0644\u0625\u0646\u0641\u064a\u062f\u064a\u0627<\/th>\n<th>\u0633\u0644\u0628\u064a \u0644\u0625\u0646\u0641\u064a\u062f\u064a\u0627<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>\u062c\u0645\u0639 \u0627\u0644\u062a\u0645\u0648\u064a\u0644 \u0645\u0646 \u0645\u062e\u062a\u0628\u0631\u0627\u062a \u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a<\/td>\n<td>\u064a\u0634\u064a\u0631 \u0625\u0644\u0649 \u0627\u0633\u062a\u0645\u0631\u0627\u0631 \u0627\u0644\u0637\u0644\u0628 \u0639\u0644\u0649 \u0642\u0648\u0629 \u0627\u0644\u062d\u0648\u0633\u0628\u0629<\/td>\n<td>\u064a\u0628\u0631\u0632 \u0627\u0644\u0636\u063a\u0648\u0637 \u0627\u0644\u062a\u0643\u0627\u0644\u064a\u0641\u064a\u0629 \u0648\u0645\u062e\u0627\u0648\u0641 \u0627\u0633\u062a\u062f\u0627\u0645\u0629 \u0627\u0644\u0625\u0646\u0641\u0627\u0642<\/td>\n<\/tr>\n<tr>\n<td>\u0627\u0644\u0625\u0646\u0641\u0627\u0642 \u0627\u0644\u0631\u0623\u0633\u0645\u0627\u0644\u064a \u0644\u0634\u0631\u0643\u0627\u062a \u0627\u0644\u062e\u062f\u0645\u0627\u062a \u0627\u0644\u0633\u062d\u0627\u0628\u064a\u0629 \u0627\u0644\u0643\u0628\u0631\u0649 (hyperscaler capex)<\/td>\n<td>\u062a\u0648\u0633\u064a\u0639 \u0645\u0632\u0648\u062f\u064a \u0627\u0644\u062e\u062f\u0645\u0627\u062a \u0627\u0644\u0633\u062d\u0627\u0628\u064a\u0629 \u0627\u0644\u0631\u0626\u064a\u0633\u064a\u064a\u0646 \u0644\u0628\u0646\u064a\u0629 \u062a\u062d\u062a\u064a\u0629 \u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a<\/td>\n<td>\u0623\u064a \u062a\u062e\u0641\u064a\u0636\u0627\u062a \u0623\u0648 \u062a\u0623\u062e\u064a\u0631\u0627\u062a \u0641\u064a \u0627\u0644\u062a\u0648\u062c\u064a\u0647\u0627\u062a \u062a\u062b\u0642\u0644 \u0643\u0627\u0647\u0644 \u0627\u0644\u0645\u0634\u0627\u0639\u0631 \u0628\u0634\u062f\u0629<\/td>\n<\/tr>\n<tr>\n<td>\u062a\u0639\u0642\u064a\u062f \u0627\u0644\u0646\u0645\u0648\u0630\u062c<\/td>\n<td>\u0627\u0644\u0646\u0645\u0627\u0630\u062c \u0627\u0644\u0623\u0643\u0628\u0631 \u062a\u062a\u0637\u0644\u0628 \u0633\u0627\u0639\u0627\u062a \u0623\u0643\u062b\u0631 \u0645\u0646 \u0627\u0633\u062a\u062e\u062f\u0627\u0645 \u0648\u062d\u062f\u0627\u062a \u0645\u0639\u0627\u0644\u062c\u0629 \u0627\u0644\u0631\u0633\u0648\u0645\u064a\u0627\u062a (GPU hours)<\/td>\n<td>\u0642\u062f \u062a\u0624\u062f\u064a \u0627\u0644\u0645\u0643\u0627\u0633\u0628 \u0641\u064a \u0627\u0644\u0643\u0641\u0627\u0621\u0629 \u0625\u0644\u0649 \u062e\u0641\u0636 \u0627\u0644\u0637\u0644\u0628 \u0639\u0644\u0649 \u0627\u0644\u0623\u062c\u0647\u0632\u0629 \u0644\u0643\u0644 \u0645\u0647\u0645\u0629<\/td>\n<\/tr>\n<tr>\n<td>\u0627\u0644\u0645\u0646\u0627\u0638\u0631 \u0627\u0644\u062a\u0646\u0627\u0641\u0633\u064a\u0629<\/td>\n<td>\u064a\u0628\u0642\u0649 \u062d\u0627\u062c\u0632 \u0628\u0631\u0646\u0627\u0645\u062c \u0625\u0646\u0641\u064a\u062f\u064a\u0627 (CUDA) \u0627\u0644\u0628\u0631\u0645\u062c\u064a \u0639\u0645\u064a\u0642\u064b\u0627 \u062c\u062f\u064b\u0651\u0627<\/td>\n<td>\u062a\u0643\u062a\u0633\u0628 \u0634\u0631\u0643\u0629 AMD \u0648\u0627\u0644\u0631\u0642\u0627\u0626\u0642 \u0627\u0644\u0645\u062e\u0635\u0635\u0629 \u0648\u0627\u0644\u0628\u062f\u0627\u0626\u0644 \u0627\u0644\u0645\u0641\u062a\u0648\u062d\u0629 \u0623\u0631\u0636\u064a\u0629\u064b \u0645\u062a\u0632\u0627\u064a\u062f\u0629<\/td>\n<\/tr>\n<tr>\n<td>\u0627\u0644\u062a\u0642\u064a\u064a\u0645<\/td>\n<td>\u064a\u0645\u0643\u0646 \u062a\u0628\u0631\u064a\u0631 \u0627\u0644\u062a\u0642\u064a\u064a\u0645 \u0627\u0644\u0645\u0631\u062a\u0641\u0639 \u0646\u0638\u0631\u0627\u064b \u0644\u0644\u0646\u0645\u0648 \u0627\u0644\u0642\u0648\u064a \u0641\u064a \u0627\u0644\u0623\u0631\u0628\u0627\u062d<\/td>\n<td>\u0627\u0644\u062a\u0642\u064a\u064a\u0645 \u0627\u0644\u0645\u0631\u062a\u0641\u0639 \u064a\u0636\u062e\u0651\u0645 \u0627\u0644\u0645\u062e\u0627\u0637\u0631 \u0627\u0644\u0647\u0628\u0648\u0637\u064a\u0629 \u0641\u064a \u062d\u0627\u0644 \u0638\u0647\u0648\u0631 \u0623\u064a \u0623\u062e\u0628\u0627\u0631 \u0633\u0644\u0628\u064a\u0629<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2><span class=\"ez-toc-section\" id=\"What_the_Market_Is_Watching_Next\"><\/span>\u0645\u0627 \u0627\u0644\u0630\u064a \u062a\u0631\u0627\u0642\u0628\u0647 \u0627\u0644\u0623\u0633\u0648\u0627\u0642 \u0628\u0639\u062f \u0630\u0644\u0643\u061f<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>\u0623\u0645\u0627 \u0628\u0627\u0644\u0646\u0633\u0628\u0629 \u0644\u0644\u0645\u0633\u062a\u062b\u0645\u0631\u064a\u0646 \u0627\u0644\u0630\u064a\u0646 \u064a\u062a\u0627\u0628\u0639\u0648\u0646 \u0633\u0647\u0645 \u0634\u0631\u0643\u0629 \u0625\u0646\u0641\u064a\u062f\u064a\u0627 (NVIDIA)\u060c \u0641\u0625\u0646 \u062a\u0631\u0643\u064a\u0632\u0647\u0645 \u0639\u0644\u0649 \u0627\u0644\u0645\u062f\u0649 \u0627\u0644\u0642\u0631\u064a\u0628 \u0633\u064a\u0638\u0644 \u0639\u0644\u0649 \u0627\u0644\u0623\u0631\u062c\u062d \u0645\u0648\u062c\u0647\u0627\u064b \u0646\u062d\u0648 \u0627\u0644\u0645\u0624\u0634\u0631\u0627\u062a \u0627\u0644\u0635\u0627\u062f\u0631\u0629 \u0639\u0646 \u0643\u0628\u0631\u0649 \u0634\u0631\u0643\u0627\u062a \u0627\u0644\u0625\u0646\u0641\u0627\u0642 \u0639\u0644\u0649 \u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a \u2014 \u0623\u064a \u0634\u0631\u0643\u0627\u062a \u0627\u0644\u0633\u062d\u0627\u0628\u0629 \u0627\u0644\u0643\u0628\u0631\u0649 (hyperscalers)\u060c \u0648\u0627\u0644\u0645\u062e\u062a\u0628\u0631\u0627\u062a \u0627\u0644\u0631\u0627\u0626\u062f\u0629 \u0641\u064a \u0645\u062c\u0627\u0644 \u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a (frontier labs)\u060c \u0648\u0627\u0644\u0645\u0624\u0633\u0633\u0627\u062a \u0627\u0644\u0643\u0628\u064a\u0631\u0629 \u0627\u0644\u062a\u064a \u062a\u062a\u0628\u0646\u0649 \u062a\u0642\u0646\u064a\u0627\u062a \u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a. \u0648\u0623\u064a \u0645\u0624\u0634\u0631\u064d \u064a\u062f\u0644 \u0639\u0644\u0649 \u0645\u0631\u0627\u062c\u0639\u0629 \u062e\u0637\u0637 \u0627\u0644\u0646\u0641\u0642\u0627\u062a \u0627\u0644\u0631\u0623\u0633\u0645\u0627\u0644\u064a\u0629 (capex) \u0644\u0644\u0623\u0633\u0641\u0644\u060c \u0623\u0648 \u0639\u0644\u0649 \u0623\u0646 \u0627\u0642\u062a\u0635\u0627\u062f\u064a\u0627\u062a \u062a\u0637\u0648\u064a\u0631 \u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a \u0623\u0635\u0639\u0628 \u0645\u0645\u0627 \u0643\u0627\u0646 \u0645\u062a\u0648\u0642\u0639\u0627\u064b\u060c \u0642\u062f \u064a\u0639\u0645\u0651\u0642 \u0627\u0644\u0636\u063a\u0637 \u0627\u0644\u0648\u0627\u0642\u0639 \u0639\u0644\u0649 \u0623\u0633\u0647\u0645 \u0625\u0646\u0641\u064a\u062f\u064a\u0627.<\/p>\n<p>\u0648\u0628\u0627\u0644\u0645\u0642\u0627\u0628\u0644\u060c \u0641\u0625\u0646 \u0623\u064a \u062f\u0644\u064a\u0644\u064d \u0639\u0644\u0649 \u062a\u0633\u0627\u0631\u0639 \u0627\u0644\u0625\u0646\u0641\u0627\u0642 \u0639\u0644\u0649 \u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a \u2014 \u0645\u062b\u0644 \u0627\u0644\u0625\u0639\u0644\u0627\u0646 \u0639\u0646 \u0646\u0645\u0627\u0630\u062c \u062c\u062f\u064a\u062f\u0629\u060c \u0623\u0648 \u062a\u0648\u0633\u064a\u0639 \u0627\u0644\u0627\u0644\u062a\u0632\u0627\u0645\u0627\u062a \u0627\u0644\u0645\u062a\u0639\u0644\u0642\u0629 \u0628\u0645\u0631\u0627\u0643\u0632 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a\u060c \u0623\u0648 \u062a\u062d\u0642\u064a\u0642 \u0634\u0631\u0643\u0627\u062a \u0645\u0631\u062a\u0628\u0637\u0629 \u0628\u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a \u0644\u0623\u0631\u0628\u0627\u062d \u0642\u0648\u064a\u0629 \u2014 \u0645\u0646 \u0634\u0623\u0646\u0647 \u0639\u0644\u0649 \u0627\u0644\u0623\u0631\u062c\u062d \u0623\u0646 \u064a\u0648\u0641\u0651\u0631 \u062f\u0639\u0645\u0627\u064b \u0644\u0644\u0633\u0647\u0645. \u0648\u062a\u0634\u0643\u0651\u0644 \u0642\u0635\u0629 \u062a\u0645\u0648\u064a\u0644 \u0634\u0631\u0643\u0629 \u0623\u0648\u0628\u0646 \u0622\u064a \u0622\u064a (OpenAI) \u0646\u0642\u0637\u0629 \u0628\u064a\u0627\u0646\u0627\u062a \u0648\u0627\u062d\u062f\u0629 \u0636\u0645\u0646 \u0635\u0648\u0631\u0629 \u0645\u0639\u0642\u062f\u0629\u060c \u0648\u0633\u062a\u062a\u062d\u062f\u062f \u0623\u0647\u0645\u064a\u062a\u0647\u0627 \u0627\u0644\u0646\u0647\u0627\u0626\u064a\u0629 \u0648\u0641\u0642\u0627\u064b \u0644\u0643\u064a\u0641\u064a\u0629 \u062a\u0637\u0648\u0631 \u0633\u0631\u062f\u064a\u0629 \u0627\u0644\u0625\u0646\u0641\u0627\u0642 \u0639\u0644\u0649 \u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a \u0639\u0644\u0649 \u0646\u0637\u0627\u0642 \u0623\u0648\u0633\u0639 \u062e\u0644\u0627\u0644 \u0627\u0644\u0623\u0634\u0647\u0631 \u0627\u0644\u0645\u0642\u0628\u0644\u0629.<\/p>\n<p>\u0623\u0645\u0627 \u0628\u0627\u0644\u0646\u0633\u0628\u0629 \u0644\u0623\u0648\u0644\u0626\u0643 \u0627\u0644\u0630\u064a\u0646 \u064a\u0642\u064a\u0651\u0645\u0648\u0646 \u062f\u064a\u0646\u0627\u0645\u064a\u0643\u064a\u0627\u062a \u062a\u0643\u0644\u0641\u0629 \u0646\u0634\u0631 \u062d\u0644\u0648\u0644 \u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a\u060c \u0641\u0625\u0646 \u062a\u0642\u0631\u064a\u0631\u0646\u0627 <a href=\"https:\/\/convly.ai\/ar\/ai-price-performance-index-2026\/\">\u0645\u0624\u0634\u0631 \u062a\u0643\u0644\u0641\u0629 \u0627\u0644\u0623\u062f\u0627\u0621 \u0641\u064a \u0645\u062c\u0627\u0644 \u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a<\/a> \u064a\u064f\u062a\u062a\u0628\u0639 \u0641\u064a\u0647 \u0643\u064a\u0641\u064a\u0629 \u062a\u0637\u0648\u0631 \u0627\u0642\u062a\u0635\u0627\u062f\u064a\u0627\u062a \u0623\u062c\u0647\u0632\u0629 \u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a \u2014 \u0648\u0647\u0648 \u0645\u0631\u062c\u0639\u064c \u0645\u0641\u064a\u062f\u064c \u0628\u064a\u0646\u0645\u0627 \u064a\u0646\u0642\u0633\u0645 \u0627\u0644\u0633\u0648\u0642 \u0641\u064a \u0646\u0642\u0627\u0634\u0647 \u062d\u0648\u0644 \u0627\u0633\u062a\u062f\u0627\u0645\u0629 \u0627\u0644\u0625\u0646\u0641\u0627\u0642. \u0643\u0645\u0627 \u064a\u0648\u0641\u0651\u0631 \u0627\u0644\u062a\u0642\u0631\u064a\u0631 <a href=\"https:\/\/convly.ai\/ar\/open-vs-closed-ai-cost-gap-2026\/\">\u062f\u0631\u0627\u0633\u0629 \u0645\u0642\u0627\u0631\u0646\u0629 \u0628\u064a\u0646 \u0627\u0644\u062a\u0643\u0627\u0644\u064a\u0641 \u0641\u064a \u0623\u0646\u0638\u0645\u0629 \u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a \u0627\u0644\u0645\u0641\u062a\u0648\u062d\u0629 \u0648\u0627\u0644\u0645\u063a\u0644\u0642\u0629<\/a> \u0633\u064a\u0627\u0642\u0627\u064b \u0630\u0627 \u0635\u0644\u0629 \u062d\u0648\u0644 \u0643\u064a\u0641\u064a\u0629 \u062a\u0623\u062b\u064a\u0631 \u0627\u0644\u0645\u0642\u0627\u0631\u0628\u0627\u062a \u0627\u0644\u0645\u062e\u062a\u0644\u0641\u0629 \u0644\u062a\u0637\u0648\u064a\u0631 \u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a \u0641\u064a \u0627\u0644\u062a\u0643\u0627\u0644\u064a\u0641 \u0627\u0644\u0625\u062c\u0645\u0627\u0644\u064a\u0629 \u0644\u0644\u0628\u0646\u064a\u0629 \u0627\u0644\u062a\u062d\u062a\u064a\u0629.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Frequently_Asked_Questions\"><\/span>\u0627\u0644\u0623\u0633\u0626\u0644\u0629 \u0627\u0644\u0645\u062a\u0643\u0631\u0631\u0629<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><strong>\u0644\u0645\u0627\u0630\u0627 \u0627\u0646\u062e\u0641\u0636 \u0633\u0647\u0645 \u0625\u0646\u0641\u064a\u062f\u064a\u0627 \u0628\u0639\u062f \u0625\u0639\u0644\u0627\u0646 \u0645\u062d\u0627\u062f\u062b\u0627\u062a \u062a\u0645\u0648\u064a\u0644 \u0623\u0648\u0628\u0646 \u0622\u064a \u0622\u064a\u061f<\/strong> \u0648\u0648\u0641\u0642\u0627\u064b \u0644\u0634\u0631\u0643\u0629 \u0643\u0648\u0627\u064a\u0641\u0631 \u0643\u0648\u0627\u0646\u062a\u064a\u062a\u0627\u062a\u064a\u0641 (Quiver Quantitative)\u060c \u0632\u0627\u062f\u062a \u0645\u062d\u0627\u062f\u062b\u0627\u062a \u0627\u0644\u062a\u0645\u0648\u064a\u0644 \u0645\u0646 \u0645\u062e\u0627\u0648\u0641 \u0627\u0644\u0645\u0633\u062a\u062b\u0645\u0631\u064a\u0646 \u0627\u0644\u0642\u0627\u0626\u0645\u0629 \u0623\u0635\u0644\u0627\u064b \u0628\u0634\u0623\u0646 \u0627\u0633\u062a\u062f\u0627\u0645\u0629 \u0627\u0644\u0625\u0646\u0641\u0627\u0642 \u0639\u0644\u0649 \u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a. \u0648\u0642\u062f \u0641\u0633\u0651\u0631\u062a \u0627\u0644\u0623\u0633\u0648\u0627\u0642 \u0647\u0630\u0647 \u0627\u0644\u0623\u062e\u0628\u0627\u0631 \u0639\u0644\u0649 \u0623\u0646\u0647\u0627 \u0625\u0634\u0627\u0631\u0629\u064c \u0625\u0644\u0649 \u0623\u0646 \u062a\u0637\u0648\u064a\u0631 \u0646\u0645\u0627\u0630\u062c \u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a \u0627\u0644\u0631\u0627\u0626\u062f\u0629 \u0644\u0627 \u064a\u0632\u0627\u0644 \u064a\u062a\u0637\u0644\u0628 \u0631\u0624\u0648\u0633 \u0623\u0645\u0648\u0627\u0644 \u0636\u062e\u0645\u0629 \u0644\u0644\u063a\u0627\u064a\u0629\u060c \u0645\u0627 \u0623\u062b\u0627\u0631 \u062a\u0633\u0627\u0624\u0644\u0627\u062a\u064d \u062d\u0648\u0644 \u0625\u0645\u0643\u0627\u0646\u064a\u0629 \u0627\u0644\u062d\u0641\u0627\u0638 \u0639\u0644\u0649 \u0648\u062a\u064a\u0631\u0629 \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631 \u0627\u0644\u062d\u0627\u0644\u064a\u0629 \u0641\u064a \u0627\u0644\u0628\u0646\u064a\u0629 \u0627\u0644\u062a\u062d\u062a\u064a\u0629 \u0627\u0644\u0645\u0639\u062a\u0645\u062f\u0629 \u0639\u0644\u0649 \u0648\u062d\u062f\u0627\u062a \u0645\u0639\u0627\u0644\u062c\u0629 \u0627\u0644\u0631\u0633\u0648\u0645\u0627\u062a (GPUs).<\/p>\n<p><strong>\u0647\u0644 \u064a\u0639\u0646\u064a \u062c\u0645\u0639 \u0623\u0648\u0628\u0646 \u0622\u064a \u0622\u064a \u0644\u0631\u0623\u0633 \u0627\u0644\u0645\u0627\u0644 \u0627\u0646\u062e\u0641\u0627\u0636 \u0627\u0644\u0637\u0644\u0628 \u0639\u0644\u0649 \u0631\u0642\u0627\u0626\u0642 \u0625\u0646\u0641\u064a\u062f\u064a\u0627\u061f<\/strong> \u0644\u064a\u0633 \u0628\u0634\u0643\u0644 \u0645\u0628\u0627\u0634\u0631. \u0641\u062c\u0645\u0639 \u0623\u0648\u0628\u0646 \u0622\u064a \u0622\u064a \u0644\u0631\u0623\u0633 \u0627\u0644\u0645\u0627\u0644 \u064a\u0634\u064a\u0631 \u0639\u0627\u062f\u0629\u064b \u0625\u0644\u0649 \u0627\u0633\u062a\u0645\u0631\u0627\u0631 \u0627\u0644\u0625\u0646\u0641\u0627\u0642 \u0639\u0644\u0649 \u0627\u0644\u0642\u062f\u0631\u0627\u062a \u0627\u0644\u062d\u0627\u0633\u0648\u0628\u064a\u0629 \u0623\u0648 \u062d\u062a\u0649 \u0632\u064a\u0627\u062f\u062a\u0647\u060c \u0648\u0647\u0648 \u0645\u0627 \u064a\u0639\u0648\u062f \u0628\u0627\u0644\u0646\u0641\u0639 \u0639\u0644\u0649 \u0625\u0646\u0641\u064a\u062f\u064a\u0627. \u0623\u0645\u0627 \u0645\u0635\u062f\u0631 \u0627\u0644\u0642\u0644\u0642 \u0641\u0647\u0648 \u0645\u0627 \u062a\u062f\u0644\u0651 \u0639\u0644\u064a\u0647 \u0627\u0644\u062d\u0627\u062c\u0629 \u0625\u0644\u0649 \u0631\u0623\u0633 \u0627\u0644\u0645\u0627\u0644 \u0627\u0644\u062c\u062f\u064a\u062f \u0641\u064a\u0645\u0627 \u064a\u062a\u0639\u0644\u0642 \u0628\u0627\u0642\u062a\u0635\u0627\u062f\u064a\u0627\u062a \u062a\u0637\u0648\u064a\u0631 \u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a \u2014 \u0648\u0628\u0634\u0643\u0644 \u062e\u0627\u0635\u060c \u0645\u0627 \u0625\u0630\u0627 \u0643\u0627\u0646\u062a \u0627\u0644\u062a\u0643\u0627\u0644\u064a\u0641 \u062a\u0631\u062a\u0641\u0639 \u0628\u0648\u062a\u064a\u0631\u0629 \u0623\u0633\u0631\u0639 \u0645\u0646 \u0627\u0644\u0625\u064a\u0631\u0627\u062f\u0627\u062a \u0639\u0628\u0631 \u0642\u0637\u0627\u0639 \u0627\u0644\u0635\u0646\u0627\u0639\u0629 \u0628\u0623\u0643\u0645\u0644\u0647.<\/p>\n<p><strong>\u0647\u0644 \u062a\u0648\u0627\u062c\u0647 \u0647\u064a\u0645\u0646\u0629 \u0625\u0646\u0641\u064a\u062f\u064a\u0627 \u0639\u0644\u0649 \u0633\u0648\u0642 \u0631\u0642\u0627\u0626\u0642 \u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a \u062a\u0647\u062f\u064a\u062f\u0627\u064b \u062d\u0642\u064a\u0642\u064a\u0627\u064b\u061f<\/strong> \u0648\u062a\u062a\u0645\u062a\u0651\u0639 \u0625\u0646\u0641\u064a\u062f\u064a\u0627 \u0628 \u043f\u0440\u0435\u0438\u043c\u0443\u0449\u0629 \u062a\u0646\u0627\u0641\u0633\u064a\u0629 \u0643\u0628\u064a\u0631\u0629 \u062a\u062a\u0645\u062b\u0644 \u0641\u064a \u0623\u062f\u0627\u0621 \u0623\u062c\u0647\u0632\u062a\u0647\u0627 \u0627\u0644\u0645\u0627\u062f\u064a\u0629 \u0648\u0628\u064a\u0626\u062a\u0647\u0627 \u0627\u0644\u0628\u0631\u0645\u062c\u064a\u0629 \u00ab\u0643\u0648\u062f\u0627\u00bb (CUDA). \u0648\u0645\u0639 \u0630\u0644\u0643\u060c \u0641\u0625\u0646 \u0627\u0644\u0645\u0646\u0627\u0641\u0633\u0629 \u0627\u0644\u0645\u062a\u0632\u0627\u064a\u062f\u0629 \u0645\u0646 \u0634\u0631\u0643\u0629 \u0625\u064a\u0647 \u0625\u0645 \u062f\u064a (AMD)\u060c \u0648\u0627\u0644\u0631\u0642\u0627\u0626\u0642 \u0627\u0644\u0645\u062e\u0635\u0635\u0629 \u0627\u0644\u062a\u064a \u062a\u0637\u0648\u0651\u0631\u0647\u0627 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\u0662\u0660\u0662\u0666.<\/em><\/p>","protected":false},"excerpt":{"rendered":"<p>NVIDIA shares slid on 28 July 2026 after reports of OpenAI financing talks added to persistent investor concerns about the sustainability of AI infrastructure spending. Quiver Quantitative flagged the news as a contributing factor to the day&#8217;s move lower.<\/p>","protected":false},"author":1,"featured_media":1707,"comment_status":"closed","ping_status":"closed","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":[7],"tags":[757,1017,1015,1016,778,1013,426],"class_list":["post-1706","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ai-news","tag-ai-chips","tag-ai-investment","tag-ai-spending","tag-gpu-stocks","tag-nvidia","tag-nvidia-stock","tag-openai"],"_links":{"self":[{"href":"https:\/\/convly.ai\/ar\/wp-json\/wp\/v2\/posts\/1706","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/convly.ai\/ar\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/convly.ai\/ar\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/convly.ai\/ar\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/convly.ai\/ar\/wp-json\/wp\/v2\/comments?post=1706"}],"version-history":[{"count":1,"href":"https:\/\/convly.ai\/ar\/wp-json\/wp\/v2\/posts\/1706\/revisions"}],"predecessor-version":[{"id":1708,"href":"https:\/\/convly.ai\/ar\/wp-json\/wp\/v2\/posts\/1706\/revisions\/1708"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/convly.ai\/ar\/wp-json\/wp\/v2\/media\/1707"}],"wp:attachment":[{"href":"https:\/\/convly.ai\/ar\/wp-json\/wp\/v2\/media?parent=1706"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/convly.ai\/ar\/wp-json\/wp\/v2\/categories?post=1706"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/convly.ai\/ar\/wp-json\/wp\/v2\/tags?post=1706"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}