{"id":65692,"date":"2025-03-12T08:47:30","date_gmt":"2025-03-12T07:47:30","guid":{"rendered":"https:\/\/www.nordnet.dk\/blog\/?p=65692"},"modified":"2026-03-11T15:43:23","modified_gmt":"2026-03-11T14:43:23","slug":"tech-med-baek-marts-2025","status":"publish","type":"post","link":"https:\/\/www.nordnet.dk\/blog\/tech-med-baek-marts-2025\/","title":{"rendered":"Tech med B\u00e6k: Marts 2025"},"content":{"rendered":"\n

Nu er den seneste udgave af Tech med B\u00e6k klar – denne gang for marts m\u00e5ned. Klummen giver dig et overblik over, hvad der r\u00f8rer p\u00e5 sig i tech-industrien.<\/em><\/p>\n\n\n\n

Der sker meget p\u00e5 den geopolitiske scene i disse dage, og man skal holde tungen lige i munden for at f\u00f8lge med. Flere af de store tech-profiler er ogs\u00e5 begyndt at engagere sig i den politiske scene – bl.a. Elon Musk, der har dannet en t\u00e6t alliance med Donald Trump.<\/p>\n\n\n\n

I denne artikel vil vi dog se bort fra de politiske nyheder og i stedet fokusere p\u00e5 de teknologiske nyheder, hvor det ikke er g\u00e5et stille for sig den seneste tid.<\/p>\n\n\n\n

1) Microsoft<\/a> g\u00f8r stort gennembrud inden for kvantecomputere.<\/h2>\n\n\n\n

Microsoft har for nylig annonceret et stort gennembrud inden for kvantecomputing med udviklingen af kvanteprocessoren Majorana 1.<\/p>\n\n\n\n

Hvad g\u00f8r dette gennembrud specielt?<\/strong><\/p>\n\n\n\n

Majorana 1 er resultatet af 17 \u00e5rs forskning hos Microsoft. I mods\u00e6tning til traditionelle computere, der bruger bits, som enten kan have tilstandene 0 eller 1, opererer kvantecomputing med kvantebits, der – meget forsimplet sagt – kan have et uendeligt antal tilstande. Udfordringen ved kvantecomputing ligger i at opretholde kvantebitsen stabil tilstand, da de er ekstremt f\u00f8lsomme over for ydre p\u00e5virkninger som varme, st\u00f8j og str\u00e5ling.<\/p>\n\n\n\n

Majorana 1-chippen bringer teknologien t\u00e6ttere p\u00e5 dette m\u00e5l ved at bruge s\u00e5kaldte topologiske kvantebits, som er mere robuste og kr\u00e6ver mindre fejlkorrigering. Chippen indeholder i \u00f8jeblikket 8 kvantebits, men Microsoft h\u00e6vder, at deres nye arkitektur kan skaleres op til at rumme op til en million kvantebitsp\u00e5 en enkelt chip.<\/p>\n\n\n\n

Microsoft p\u00e5st\u00e5r, at dette gennembrud har en forkortet tidsrammen for praktisk anvendelige kvantecomputere med over 10 \u00e5r.<\/p>\n\n\n\n


2) Grok 3 sl\u00e5r ChatGPT som verdens f\u00f8rende AI.<\/h2>\n\n\n\n

AI-kapl\u00f8bet har f\u00e5et en ny frontl\u00f8ber. Elon Musks selskab xAI har for nyligt udgivet Grok 3, der i flere benchmark-tests k\u00e5res som verdens f\u00f8rende AI. Den ligger bl.a. p\u00e5 f\u00f8rstepladsen p\u00e5 “Chatbot Arena”, som er en platform, hvor brugere blindtester AI-systemer og v\u00e6lger den bedste.<\/p>\n\n\n\n

Grok 3 har ogs\u00e5 en voice-mode, der g\u00f8r det muligt at kommunikere med AI’en via naturlig tale. Denne funktion har ChatGPT ogs\u00e5 haft l\u00e6nge, men det specielle for Grok er, at man kan v\u00e6lge personlighed. Det er s\u00e5ledes muligt at v\u00e6lge fx “Romantisk”, “Professor”, “Historiefort\u00e6ller” mfl.<\/p>\n\n\n\n

Det er ikke muligt at investere i xAI, s\u00e5 det t\u00e6tteste man kan komme, det er at investere i Tesla<\/a>. Det er h\u00f8jst sandsynligt, at Tesla inden l\u00e6nge vil benytte Grok som Tesla bilers indbyggede AI.<\/p>\n\n\n\n


3) Apple<\/a> offentligg\u00f8r ny prisvenlig iPhone… med 3 \u00e5r gammelt design.<\/h2>\n\n\n\n

Apple har netop lanceret en ny prisvenlig iPhone, iPhone 16e. Den har en A18-chip, der underst\u00f8tter Apple Intelligence, den har 8 GB RAM, forbedret batterilevetid og en robust ydeevne, der g\u00f8r, at den n\u00e6sten kan m\u00e5le sig med sine dyrere s\u00f8skende.<\/p>\n\n\n\n

Men s\u00e5 stopper rosen ogs\u00e5 der. iPhone 16e kommer ikke med nyt design, men l\u00e5ner derimod et 3 \u00e5r gammelt design fra iphone 14. Jeg er selv investor i Apple, men jeg er begyndt at se en innovations-tr\u00e6thed snige sig ind flere steder i selskabet. At genanvende et gammelt iphone-design er endnu et tydeligt eksempel p\u00e5 dette.<\/p>\n\n\n\n


4) Nvidia sl\u00e5r alle forventninger – og aktiekursen falder.<\/h2>\n\n\n\n

Nvidias seneste regnskab er netop offentliggjort. Nvidia kunne pr\u00e6sentere en flot og stabil v\u00e6kst, is\u00e6r drevet af AI-chips. Investorene var is\u00e6r sp\u00e6ndt p\u00e5 at h\u00f8re om salget af Nvidias nye AI-chip Blackwell. Her skuffede Nvidia heller ikke, og 28% af Nvidias oms\u00e6tning i kvartalet kom fra Blackwell-salget.<\/p>\n\n\n\n

Trods de positive nyheder faldt aktien dagen derp\u00e5. Markedet har s\u00e5 t\u00e5rnh\u00f8je forventninger til selskabet, at selv n\u00e5r de indfrier forventningerne, kan de risikere at skuffe – det var tilf\u00e6ldet denne gang.<\/p>\n\n\n\n

Reaktionen fra markedet afspejler formentlig ogs\u00e5, at man stadig er i tvivl om, hvordan den nye kinesiske AI DeepSeek vil indfluere eftersp\u00f8rgslen efter Nvidias chips. DeepSeek tog for nyligt AI-industrien med storm, da den kan m\u00e5le sig med ChatGPT, men kun har kostet en br\u00f8kdel s\u00e5 meget computerkraft at tr\u00e6ne.<\/p>\n\n\n\n

\n
L\u00e6s sidste udgivelse af Tech med b\u00e6k<\/a><\/div>\n<\/div>\n\n\n\n

<\/p>\n\n\n\n

Ovenst\u00e5ende er ikke en anbefaling til at k\u00f8be eller s\u00e6lge v\u00e6rdipapirer. Dette blogindl\u00e6g er udarbejdet til informationsform\u00e5l. Blogindl\u00e6gget udg\u00f8r s\u00e5ledes ikke investeringsm\u00e6ssig eller anden r\u00e5dgivning. Historisk afkast er ingen garanti for fremtidigt afkast. Finansielle instrumenter kan b\u00e5de stige og falde i v\u00e6rdi. Der er en risiko for, at du ikke f\u00e5r de investerede penge tilbage.<\/em><\/p>\n\n\n\n

Materialet har ikke v\u00e6ret forelagt de omtalte selskaber. Anders B\u00e6k ejer aktier<\/a> i alle de n\u00e6vnte selskaber.<\/em><\/p>\n\n\n\n

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

I denne udgave af Tech Med B\u00e6k giver Tech-investoren dig overblikket over de vigtigste nyheder i branchen. I denne m\u00e5ned er der blandt andet fokus p\u00e5 Microsofts gennembrud for kvantecomputing.<\/p>\n","protected":false},"author":68601,"featured_media":65728,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ghostkit_customizer_options":"","ghostkit_custom_css":"","ghostkit_custom_js_head":"","ghostkit_custom_js_foot":"","ghostkit_typography":"","_coblocks_attr":"","_coblocks_dimensions":"","_coblocks_responsive_height":"","_coblocks_accordion_ie_support":"","footnotes":""},"categories":[1291],"tags":[3336,2310],"class_list":["post-65692","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-analyse","tag-aktieinspiration","tag-tophistorier"],"acf":[],"all_images":{"thumbnail":{"src":"https:\/\/blog.nordnet.dk\/wp-content\/uploads\/sites\/4\/2025\/03\/Anders_tech_med_bech_marts_1200_430-150x54.png","width":150,"height":54,"crop":true,"srcset":"https:\/\/blog.nordnet.dk\/wp-content\/uploads\/sites\/4\/2025\/03\/Anders_tech_med_bech_marts_1200_430-150x54.png 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