{"id":102400,"date":"2026-03-20T00:29:27","date_gmt":"2026-03-19T23:29:27","guid":{"rendered":"https:\/\/www.infokuryr.cz\/n\/?p=102400"},"modified":"2026-03-19T15:12:55","modified_gmt":"2026-03-19T14:12:55","slug":"anna-suhajdova-nvidia-prepisuje-dejiny-technologii","status":"publish","type":"post","link":"https:\/\/www.infokuryr.cz\/n\/2026\/03\/20\/anna-suhajdova-nvidia-prepisuje-dejiny-technologii\/","title":{"rendered":"Anna \u0160uhajdov\u00e1: Nvidia p\u0159episuje d\u011bjiny technologi\u00ed"},"content":{"rendered":"
<\/div>\n

P\u0159edstavte si spole\u010dnost, kter\u00e1 za jedin\u00fd rok naroste o v\u00edce, ne\u017e je celkov\u00e1 hodnota v\u011bt\u0161iny sv\u011btov\u00fdch korporac\u00ed. Je mo\u017en\u00e9, \u017ee navzdory dosavadn\u00edmu raketov\u00e9mu \u00fasp\u011bchu jsme ve skute\u010dnosti teprve na za\u010d\u00e1tku skute\u010dn\u00e9 revoluce um\u011bl\u00e9 inteligence? Gener\u00e1ln\u00ed \u0159editel spole\u010dnosti Nvidia, Jensen Huang, toti\u017e ned\u00e1vno ozn\u00e1mil v\u00fdhled, kter\u00fd bere dech i zku\u0161en\u00fdm investor\u016fm \u2013 popt\u00e1vka po jejich syst\u00e9mech by m\u011bla do roku 2027 dos\u00e1hnout ohromuj\u00edc\u00edch jednoho bilionu USD. Poda\u0159\u00ed se firm\u011b tohoto miln\u00edku dos\u00e1hnout?<\/p>\n

Bilionov\u00e9 ambice<\/strong><\/h3>\n

Dosavadn\u00ed odhady r\u016fstu trhu s um\u011blou inteligenc\u00ed se dnes zdaj\u00ed b\u00fdt p\u0159\u00edli\u0161 opatrn\u00e9. Zat\u00edmco je\u0161t\u011b p\u0159ed rokem se hovo\u0159ilo o polovi\u010dn\u00ed p\u0159\u00edle\u017eitosti, Nvidia dnes o\u010dek\u00e1v\u00e1 dvojn\u00e1sobek. Tento trend potvrzuj\u00ed i aktu\u00e1ln\u00ed finan\u010dn\u00ed v\u00fdsledky, kde tr\u017eby spole\u010dnosti rostou meziro\u010dn\u011b tempem v\u00edce ne\u017e 77 %. Nvidia si ji\u017e jeden\u00e1ct kvart\u00e1l\u016f po sob\u011b udr\u017euje mimo\u0159\u00e1dn\u011b vysok\u00e9 tempo r\u016fstu, co\u017e ji posunulo v r\u00e1mci tr\u017en\u00ed hodnoty na \u00farove\u0148 p\u0159ibli\u017en\u011b 4,5 bilionu USD. Podle veden\u00ed spole\u010dnosti by firmy dok\u00e1zaly generovat je\u0161t\u011b vy\u0161\u0161\u00ed zisky, pokud by m\u011bly k dispozici v\u00edce v\u00fdpo\u010detn\u00ed kapacity, po kter\u00e9 je dnes na trhu doslova hlad.<\/p>\n

Nov\u00e1 \u00e9ra inteligentn\u00edch agent\u016f<\/strong><\/h3>\n

Tento obrovsk\u00fd dopyt je poh\u00e1n\u011bn nov\u00fdm trendem, kter\u00fd odborn\u00edci naz\u00fdvaj\u00ed \u201eAgentic AI\u201c. Na rozd\u00edl od dne\u0161n\u00edch syst\u00e9m\u016f, se kter\u00fdmi si p\u0159ev\u00e1\u017en\u011b dopisujeme, jsou AI agenti navr\u017eeni tak, aby vykon\u00e1vali slo\u017eit\u00e9 \u00fakoly zcela samostatn\u011b. Takov\u00e1 technologie v\u0161ak vy\u017eaduje nep\u0159edstaviteln\u00e9 mno\u017estv\u00ed v\u00fdpo\u010detn\u00edch operac\u00ed a bleskovou odezvu. Pr\u00e1v\u011b proto Nvidia p\u0159edstavila nov\u00e9 n\u00e1stroje jako NemoClaw, kter\u00e9 firm\u00e1m usnad\u0148uj\u00ed tvorbu t\u011bchto autonomn\u00edch agent\u016f a p\u0159ipravuj\u00ed je na re\u00e1ln\u00e9 nasazen\u00ed ve firm\u00e1ch. Tento posun od jednoduch\u00fdch odpov\u011bd\u00ed k samostatn\u00e9mu \u0159e\u0161en\u00ed \u00faloh z\u00e1sadn\u011b m\u011bn\u00ed zp\u016fsob, jak\u00fdm budeme v budoucnosti pracovat a podnikat.<\/p>\n

V\u00fdkonn\u011bj\u0161\u00ed \u010dipy a boj o energii<\/strong><\/h3>\n

S rostouc\u00edm v\u00fdkonem se v\u0161ak objevuje i velk\u00e1 v\u00fdzva \u2013 spot\u0159eba elektrick\u00e9 energie. Nvidia proto vyvinula syst\u00e9m Vera Rubin, kter\u00fd p\u0159ijde na trh koncem roku 2026. Tento technologick\u00fd unik\u00e1t slo\u017een\u00fd z milionu komponent slibuje a\u017e desetkr\u00e1t vy\u0161\u0161\u00ed v\u00fdkon na ka\u017ed\u00fd spot\u0159ebovan\u00fd watt energie ve srovn\u00e1n\u00ed s p\u0159edchoz\u00edmi modely. Dopln\u011bn je tak\u00e9 pr\u016flomov\u00fdm \u010dipem Groq 3, kter\u00fd firma z\u00edskala akvizic\u00ed startupu Groq. Tyto inovace spole\u010dn\u011b \u0159e\u0161\u00ed jednu z nejv\u011bt\u0161\u00edch v\u00fdzev sou\u010dasnosti \u2013 jak zajistit obrovsk\u00fd v\u00fdkon um\u011bl\u00e9 inteligence tak, aby byl energeticky udr\u017eiteln\u00fd a z\u00e1rove\u0148 dostupn\u00fd pro ka\u017edodenn\u00ed vyu\u017eit\u00ed.<\/p>\n

Od datov\u00fdch center a\u017e do na\u0161ich ulic<\/strong><\/h3>\n

Technologie spole\u010dnosti Nvidia ji\u017e nez\u016fst\u00e1vaj\u00ed pouze v datov\u00fdch centrech, ale m\u00ed\u0159\u00ed p\u0159\u00edmo do na\u0161eho ka\u017edodenn\u00edho \u017eivota. V\u00fdznamn\u00fdm krokem je partnerstv\u00ed s Uberem, jeho\u017e c\u00edlem je spustit flotilu autonomn\u00edch vozidel ve 28 m\u011bstech na \u010dty\u0159ech kontinentech. Ji\u017e v roce 2027 bychom se s t\u011bmito vozy bez \u0159idi\u010de m\u011bli setkat v ulic\u00edch Los Angeles \u010di San Francisca. Platformu Nvidie nav\u00edc vyu\u017e\u00edvaj\u00ed i sv\u011btov\u00e9 automobilky jako Nissan, Hyundai \u010di BYD, kter\u00e9 ji pou\u017e\u00edvaj\u00ed pro v\u00fdvoj inteligentn\u00ed dopravy a autonomn\u00edch autobus\u016f.<\/p>\n

Investice do z\u00e1klad\u016f budoucnosti<\/strong><\/h3>\n

V\u0161echny tyto kroky nazna\u010duj\u00ed, \u017ee Nvidia ji\u017e nen\u00ed jen v\u00fdrobcem \u010dip\u016f, ale architektem zcela nov\u00e9ho sv\u011bta. Od infrastruktury pro data p\u0159es softwarov\u00e9 n\u00e1stroje a\u017e po technologie v doprav\u011b \u2013 spole\u010dnost si buduje dominantn\u00ed postaven\u00ed v ka\u017ed\u00e9m kl\u00ed\u010dov\u00e9m sektoru. Pro \u0161irokou ve\u0159ejnost to znamen\u00e1, \u017ee sv\u011bt, ve kter\u00e9m je um\u011bl\u00e1 inteligence p\u0159\u00edtomn\u00e1 v ka\u017ed\u00e9m aspektu na\u0161eho \u017eivota, se st\u00e1v\u00e1 realitou rychleji, ne\u017e kdokoli p\u0159edpokl\u00e1dal. Rok 2027 se tak m\u016f\u017ee st\u00e1t miln\u00edkem, kdy digit\u00e1ln\u00ed inteligence definitivn\u011b propoj\u00ed technologie s na\u0161\u00edm fyzick\u00fdm sv\u011btem.<\/p>\n

Anna \u0160uhajdov\u00e1, p\u0159edsedkyn\u011b p\u0159edstavenstva <\/strong>CAPITAL MARKETS, o.c.p., a.s.<\/strong><\/a><\/h4>\n

Zdroje:<\/strong><\/p>\n

https:\/\/blogs.nvidia.com\/blog\/gtc-2026-news\/<\/a><\/p>\n

https:\/\/www.cnbc.com\/2026\/02\/25\/nvidia-forecast-points-to-accelerating-growth-vera-rubin-hits-market.html<\/a><\/p>\n

https:\/\/www.cnbc.com\/2026\/03\/16\/nvidia-gtc-2026-ceo-jensen-huang-keynote-blackwell-vera-rubin.html<\/a><\/p>\n

 <\/p>\n","protected":false},"excerpt":{"rendered":"

P\u0159edstavte si spole\u010dnost, kter\u00e1 za jedin\u00fd rok naroste o v\u00edce, ne\u017e je celkov\u00e1 hodnota v\u011bt\u0161iny…<\/p>\n","protected":false},"author":2,"featured_media":102401,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[6],"tags":[8614,1968,331],"_links":{"self":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts\/102400"}],"collection":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/comments?post=102400"}],"version-history":[{"count":0,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts\/102400\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/media\/102401"}],"wp:attachment":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/media?parent=102400"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/categories?post=102400"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/tags?post=102400"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}