Analytický radar: AI rally nekončí. Hardware bere vše, software krvácí a lano se začíná napínat

from Patria Podcasts · host Patria Podcasts

Výsledková sezóna ukázala, že umělá inteligence je reálný motor tržeb, investic i změn v celých sektorech. Cloud roste, polovodiče dál nestíhají poptávku, paměťové čipy se staly novým úzkým hrdlem a energetika se může stát další velkou sázkou AI cyklu. Analytici Patria Finance Jakub Blaha a Braňo Soták v podcastu Analytický radar vysvětlují, proč zatím vítězí hardware, proč trh trestá software možná až příliš tvrdě a proč se Nvidia vrací mezi Investiční tipy Patrie. Obsah: 00:00:29 Cloud jako pohon zisků 00:02:02 Monetizace AI a Meta Platforms 00:07:42 Vítězové AI se rozšiřují 00:12:18 Nedostatek čipů jako úzké hrdlo 00:15:37 Jsou stroje ASML příliš drahé? 00:19:08 Nvidia vs AMD 00:25:12 Kde se berou peníze na investice do AI 00:27:30 Marže v době AI 00:30:02 Bičovaný software 00:35:37 Napnuté evaluace

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This episode was published on June 9, 2026.

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