Nvidia ɲɛmɔgɔba ye porozɛw kɛ ka dɔrɔmɛ miliyari kelen sɔrɔ puwɛnti sɔrɔli la san 2027 kɔnɔ | A bɛ iko Tech Analyse (Sɛgɛsɛgɛli Tech) min tɛ i n’a fɔ
Nvidia ɲɛmɔgɔba Jensen Huang ye a jira ko AI Chip sɔrɔ bɛna kɛ dɔrɔmɛ miliyari kelen ye san 2027 kɔnɔ Ni jagɛlɛya ye ka ɲɛsin tɔn ka wariko siratigɛ ma, Nvidia ɲɛmɔgɔba Jensen Huang y’a jira ko tekinoloji tɔnba in bɛna sɔrɔ kabakoma sɔrɔ a ka AI puwɛnti nataw la san 2025 ni 2027 cɛ. Nin jateminɛ kabakoma in sinsinnen bɛ Blackwell ni Rubin AI puwɛnti jɔcogo nataw kan. Ka ɲɛsin a ma, Nvidia ye sɔrɔko miliyari 216 fɔ a ka nafolo san kɔnɔ min banna Zanwuyekalo la, o kɛra sababu ye ka nin laɲini kura in kɛ ɲɛtaa ba ye. Nin jateminɛ kura in b’a jira ko ɲinini min bɛ kɛ kosɛbɛ, n’o ye semikɔndukiri fɛɛrɛ kɔrɔlenw ye minnu bɛ hakililata fanga di. Huang ka laseli in bɛ jateminɛ tɛmɛnen dɔ kuraya, o b’a jira ko dannayaba bɛ Nvidia ka fɛn dilannenw siratigɛ la ani a ka fanga bonya AI fɛnɲɛnamafagalanw cogoya la.
AI Chip sɔrɔta jateminɛ min ye dɔrɔmɛ miliyari 1 ye, o decoding Nvidia ka sɔrɔko laɲini kura tɛ jate dɔrɔn ye; o ye kuma ye min bɛ fɔ ɔridinatɛri nata kan. O jateminɛ in bɛ sɔrɔko miliyari kelen in siri kɛrɛnkɛrɛnnenya la ka ɲɛsin Blackwell ka platformu daminɛni ma tugu-tugu ɲɔgɔn na, min bɛna kɛ san 2025, ani Rubin architecture, min bolodara ka kɛ san 2026. O bɛ "punch kelen-fila" fɛɛrɛ jira min dabɔra walasa ka kokuradonni ni suguya ɲɛmɔgɔya sabati min tɛ ban. Nin fɔlen in bonya bɛ ɲini ka kɛ fɛn ye min ɲɔgɔn ma deli ka kɛ fɛn dilannenw yɔrɔ kelen na fɛɛrɛtigɛ tɔn dɔ kɔnɔ. A b’a jira ko Nvidia ka GPUw ni a ka sistɛmuw jɔyɔrɔ jɔnjɔn bɛ min na sisan AI misaliw jɔli n’u bilali la baarakɛyɔrɔ bɛɛ kɔnɔ, k’a ta kɛnɛyako ni wariko la ka se yɛrɛmahɔrɔnya mɔbiliw ma ani daɲɛw dilanni seko ma.
K’a ta Blackwell la ka taa se Rubin ma: The Architectural Powerhouses Sɔrɔko jateminɛ bɛ tali kɛ Nvidia ka bɔli teliyalen waleyali ɲɛtaa la. Blackwell GPU platform (Blackwell GPU platform) labɛnnen don ka 'sènba Di AI kalanni ni inference baarakɛcogo la. Ka tugu ɲɔgɔn kɔ kosɛbɛ, Rubin ka plateforme bɛ layidu ta ko a bɛna fɛn wɛrɛw labɛn ka ɲɛ ani ka nafa sɔrɔ baarakɛcogo ɲuman na. O iterasiyɔn teliyalen in nafa ka bon kosɛbɛ. A b’a to baarakɛlaw ni baarakɛda minnu bɛ baarakɛminɛn barikamaw sɔrɔ tuma bɛɛ, k’u datugu Nvidia ka ɲɛnamaya kɛcogo la. Sosiyete in tɛ chips dɔrɔn de feere; a bɛ ka kulu bɛɛ feere, k’a ta fɛnɲɛnamafagalanw na ka se porozɛw gafemarayɔrɔw ma i n’a fɔ CUDA, ka ɲɔgɔndanba siranninba dɔ da.
Suguda cogoya ani ɲɔgɔndan kɛcogo Nvidia ka bullish outlook sera ɲɔgɔndan juguw cɛma. Kὲlɛɲɔgɔn minnu bɛ i n’a fɔ AMD, Intel, ani sankaba-kɛrɛnkɛrɛnnenya la puce dilanbaga caman, olu bɛ ka ɲɔgɔn Sɔrɔ AI teliya sugu dɔ la min bɛ nafa caman Sɔrɔ. Nka, Nvidia ka nafa fɔlɔ min bɛ a la, n’o ye porozɛw ka ɲɛnamaya kɛcogo kɔgɔlen ye, ani sisan a ka sirako jugumanba, o bɛ gɛlɛyabaw lase ɲɔgɔndankɛlaw ma. Sosiyete in ka wariko kɛcogo kɛra dolow ye kaban, kunnafonidilanw ka sɔrɔ kɛra a ka motɛri jɔnjɔn ye. O jateminɛ kura in b’a jira ko Nvidia dalen b’a la ko AI ka wariko siratigɛ bɛ a ka daminɛ na hali bi. Diɲɛ kɔnɔ, baarakɛda minnu bɛ yen, olu bɛ ka u ka AI infrastructures jɔ hali bi, o ye wale ye min bɛna ɔridinatɛri fanga belebeleba de wajibiya san nataw kɔnɔ. O kokuradonni min tɛ ban, o bɛ ye kɔsa in na laseli wɛrɛw la. Misali la, a ka baarakɛda bɛ ka taa a fɛ ka sigida kɛrɛnkɛrɛnnenw sɛgɛsɛgɛ, i n’a fɔ a bɛ ye cogo min na tuma min na Nvidia ye Groq-Based Chip System jira walasa ka AI baara teliya i n’a fɔ Coding, k’a ka fɛɛrɛ caman jira baarakɛcogo ɲuman na.
Dɔrɔmɛ miliyariw ka jateminɛ kɔfɛ, fɛnba minnu bɛ se ka kɛ Fɛn damadɔ minnu bɛ ɲɔgɔn sɔrɔ, olu b’a to nin laɲini ŋaniyaba in bɛ se ka kɛ: AI Model Growth Exponentiel : AI model kura bɛ ka bonya ka taa a fɛ ani ka gɛlɛya, u bɛ jatebɔ fanga caman ɲini exponentiellement degeliw ni waati yɛrɛyɛrɛ inference fila bɛɛ la. Baarakɛda tacogo : Yɛlɛma min kɛra ka bɔ AI kɔlɔsili la ka taa baarakɛcogo dafalen na tɔnw ka IT sigidaw kɔnɔ, o bɛ ka sanni sabatilenw bila senkan, minnu ka ca. Beyond Cloud: Edge AI: Dancɛ nata ye AI bilali ye ɛntɛrinɛti da la — mobili, iziniw ani telefɔni seleke naani kɔnɔ — min bɛ puce dilancogo kura, baarakɛcogo ɲuman de wajibiya. Software Lock-in: Nvidia ka CUDA platform tora izini sariya ye, o b’a to fɛn caman tigɛli musakaw bɛ kɛ baarakɛlaw ni tɔnw bolo ka caya kosɛbɛ.
A nɔfɛkow Tech Industry ni Investisseurs (Kɛnɛyako ni waridonnaw) la Nvidia ɲɛmɔgɔba Jensen Huang ka fɔta kura bɛ ripples ci ka tɛmɛ a ka sosiyete kan. A bɛ kɛ taamasiyɛn ɲɛmɔgɔ ye fɛɛrɛtigɛ siratigɛ bɛɛ la. Nin hakɛ in cɛsiri min kɛra musakabaw la, o b’a jira ko Nvidia bɛ pari kɛkosɛbɛ ka tɛmɛn hyperscaler ni baarakɛda musakaw kan. Investisseurs fɛ, a bɛ fanga di tesis ma ko AI ye fɛn ye min bɛ mɛn, min bɛ mɛn senna, a tɛ hype cycle ye min bɛ tɛmɛn. A bɛ dancɛ fana kɔrɔta min bɛ kɛ ɲɛtaa ye semikɔndukiri yɔrɔ la, min bɛ se ka degun bila puwɛnti dilannikɛla tɔw kan walasa u ka bɛn nin kokuradonni teliya ni wariko laɲini ma. Fɛn dilanko cakɛda, k’a ta pakew dilanni na minnu ka bon kosɛbɛ ka se hakilijagabɔlaw ma minnu ka bon, olu fana bɛna o ɲinini in samali ye. Nvidia ka sirako bolodalen b’a ɲini ka ɲɛtaa kɛ ɲɔgɔn fɛ semikɔndukiri ekosisɛti bɛɛ kɔnɔ, i n’a fɔ a ɲɛfɔlen don cogo min na a jɛɲɔgɔnw ka fɛɛrɛw ni sistɛmu jɛli sɛgɛsɛgɛliw kɔnɔ.
Gɛlɛyaw ni farati minnu bɛ se ka sɔrɔ Hali ni yelifɛn jɛlen don, sira min bɛ se ka sɔrɔ dɔrɔmɛ miliyari kelen na, o tɛ gɛlɛya tɛ min na : Fɛnw dilancogo gɛlɛyaw: Nin puce kɔrɔlenw dilanni bɛ minɛnw ni fɛnw de wajibiya minnu man ca ani minnu sɔngɔ ka gɛlɛn. Tiɲɛni o tiɲɛni bɛ se ka waati bolodalenw bila kɔfɛ. Jeyopolitiki gɛlɛyaw : Jago dantigɛliw ani jagokɛlaw ka jagokɛcogo kɔlɔsili semikɔndukiri kɔrɔlenw kan, o bɛ se ka dan sigi sugu sɔrɔli la ani ka diɲɛ baarakɛcogo gɛlɛya. Suguda falen : Hali n’a bɛ iko ɲinini tɛ wasa sisan, hakilinata dɔ bɛ yen min b’a jira ko diɲɛ sɔrɔko bɛ se ka ɔridinatɛri fanga hakɛ min minɛ waati kunkurunnin kɔnɔ. Jaabi min bɛ sɔrɔ ɲɔgɔndan na: Kɔrɔɲɔgɔnmaw bɛ se ka laban ka fanga sɔrɔ ni fɛn dilanni wɛrɛw ye walima ni porogaramuw ɲɛnabɔcogo wɛrɛw ye minnu bɛ Nvidia ka fanga tiɲɛ.
Kuncɛli: Waati min bɛ AI waati ɲɛfɔ Nvidia ka sɔrɔko jateminɛ min ye dɔrɔmɛ miliyari kelen ye, o ka ca ni wariko laɲini ye; o ye fɔli ye AI jiginni nata hakɛ kan. Jensen Huang ɲɛmɔgɔba ye sira dɔ labɛn ka ɲɛ, min b’a jira ko sosiyete bɛna kɛ nin fɛɛrɛbɔ in cɛmancɛ dafalen na san tan tɔ kɔnɔ. Blackwell ni Rubin AI puce generations ka ɲɛtaa de bɛna a jira ni nin yeli jagɛlɛn in bɛ kɛ tiɲɛ ye. Fɛn kelen ye tiɲɛ ye : boli min kɛra ka ɲɛsin AI ka fɛnɲɛnɛma-minɛnw sanfɛla ma, o ma deli ka juguya ka tɛmɛ nin kan walima ka kɛ kɔlɔlɔ ye fɛɛrɛ kuraw ka siniɲɛsigi la. Aw ka to ɲɛfɛ AI hardware ni chip architecture yiriwali labanw na. Walasa ka sɛgɛsɛgɛli kuncɛlenw sɔrɔ fɛnw kan minnu bɛ se ka kɛ i n’a fɔ Groq-based chip system for AI coding tasks, aw k’an ka dɔnnikɛlaw ka hakilinaw bɛɛ sɛgɛsɛgɛ Seemless kan.
