Nvidia Ko AI Chip komandiw bɛ se ka se dɔrɔmɛ miliyari kelen ma san 2027. Nin ye mun ye ɲinini bɛ to ka wuli.
AI puce ɲinini bɛ ka bonya san fɛ, wa Nvidia ɲɛmɔgɔba Jensen Huang ye jateminɛ kura kabakoma dɔ kɛ. Nvidia ka san o san yiriwalikɛlaw ka lajɛba la kɔsa in na, Huang y’a jira ko AI puce komandi bɛ se ka se dɔrɔmɛ miliyari kelen ma a dɔgɔyalenba la san 2027. O jate bɛ kɛ siɲɛ fila ye, a ka tɔn ka jateminɛ kɔrɔ min tun ye dɔrɔmɛ miliyari 500 ye, o b’a jira ko teliya min ɲɔgɔn ma deli ka kɛ semikɔndukiri sugu la. Nin bonyaba in bɛ bɔ fɛɛrɛko yiriwali fɔɲɔba dafalen fɛ ani iziniw tali yɔrɔ bɛɛ. K’a ta AI sɛnɛcogo la ka se yɛrɛmahɔrɔnya sitɛmuw ma, mago bɛ ɔridinatɛri minɛn barikamaw na, minnu kɛrɛnkɛrɛnnen don, o ma deli ka bonya ka tɛmɛ nin kan. Boli min bɛ kɛ walasa ka hakililata jɔ ani k’a bila sen kan, o bɛ ka diɲɛ tekinoloji infrastructures (fɛnɲɛnamaw) cogoya sɛmɛntiya kosɛbɛ.
AI Chip Sugu min bɛ $1 Trilion na: Nvidia ka Jagɛlɛya Jatigɛwale Tiɲɛni Jensen Huang ka laseli ye mɔgɔw kabakoya kosɛbɛ tekinoloji ni wariko diɲɛ kɔnɔ. O jateminɛ kura min kɛra ka bɔ dɔrɔmɛ miliyari 500 na ka se dɔrɔmɛ miliyari 1 ni kɔ ma san damadɔ dɔrɔn kɔnɔ, o b’a jira ko dugukoloyɛrɛyɛrɛ jiginni dɔ kɛra. A tɛ jigiya dɔrɔn jira, nka a bɛ kunnafoni jɔnjɔnw jira ka bɔ Nvidia ka fɛnsɔrɔko cakɛdaba la ani a ka kiliyanw ka jɛɲɔgɔnyaw la. Nin jateminɛ in sinsinnen bɛ AI jɛ-ka-baara teliya kan seko ni dɔnko siratigɛ la. Kɔnpɔsitɛriw bɛ ka tɛmɛn kɔrɔbɔli kan ka taa baara dafalen na. O bɛ wariba de wajibiya, min bɛ to senna, ka ɲɛsin fɛnɲɛnamafagalanw ma minnu bɛ AI modɛli gɛlɛnw kɛ sababu ye. Nvidia, n’o ye sugu ɲɛmɔgɔ ye sisan, o jɔyɔrɔ kɛrɛnkɛrɛnnen don walasa ka nin pibiliki in ye. Dɔrɔmɛ miliyari hakɛ in tɛ dan data center GPUw dɔrɔn ma. A dɔw ye ninnu ye: AI kalanni ni inference puwɛntiw (puce) minnu bɛ bɔ mɔgɔ nataw la. Jateblaw dafalenw ni baarakɛminɛnw minnu labɛnna ka ɲɛ AI baarakɛcogo la. Réseau fɛnɲɛnamafagalanw i n’a fɔ InfiniBand ani Ethernet switch minnu nafa ka bon AI kuluw la. Porozɛw jɔyɔrɔw ani baarakɛminɛnw sɔrɔta segin-seginlenw sirilen bɛ fɛnɲɛnamafagalanw ka ekosisɛti la.
Fɛnɲɛnɛmafagalan jɔnjɔn minnu bɛ AI Pucew ɲinini wasabali lawuli Fɛn barikama damadɔ minnu bɛ kɛ ɲɔgɔn fɛ, olu bɛ ka ɲɔgɔn sɔrɔ walasa ka tariku ɲinini in da. Fɔlɔ ye kanko misalibaw (LLM) ni AI sɛnɛcogo sɛgɛsɛgɛli ye min tɛ ban. Modeli kura iterasiyɔn kelen-kelen bɛɛ bɛ jatebɔ fanga caman de wajibiya kosɛbɛ kalan ni baarakɛcogo la.
AI Revolisiyɔn min bɛ wele ko Generatif Baarakɛminɛn minnu bɛ i n’a fɔ ChatGPT, Midjourney ani Claude, olu ye AI Lasegin ka Dòn ‘sènba la. Sisan, baarakɛdabaw bɛ ka boli walasa k’u yɛrɛ ka modɛliw dilan ani k’u labɛn ka ɲɛ. O bɛ kalan ni jateminɛ kɛcogo dɔ lawuli min bɛ taa ɲɛ min bɛ baarakɛcogo fanga camanba ta, ka AI puwɛntiw yamaruyaw lawuli k’a ɲɛsin u yɛrɛ ma. Yɛlɛma min bɛ bɔ jatebɔ la min bɛ kɛ fɛn bɛɛ ye ka taa jatebɔ teliya la, o tɛ se ka segin kɔ. AI kɛrɛnkɛrɛnnen baara bɛ boli teliya la siɲɛ kɛmɛ caman na fɛnɲɛnamafagalan kɛrɛnkɛrɛnnenw kan. O baarakɛcogo ɲuman ye nafa ye min tɛ se ka kɛ ɲɔgɔndan na jagokɛlaw bolo diɲɛ kɔnɔ.
Enterprise Adoption ani AI yɛrɛmahɔrɔnyalen Baarakɛyɔrɔba bɛɛ — k’a ta kɛnɛyako ni wariko la ka taa a bila mobili ni fɛn dilanni na — bɛ ka AI don a ka baara jɔnjɔnw na. Nin baarakɛda bɛɛ ka taabolo in bɛ ɲini ka AI infɔrɔmasiko kɛrɛnkɛrɛnnenw jɔ. O tɛmɛnen kɔ, jamanaw bɛ ka wari bila "AI yɛrɛmahɔrɔnyalen" sekow la, ka jamana kɔnɔ jatebɔfɛnw jɔ sɔrɔko ni fɛɛrɛbɔ kunw na. O ɲinini fila in min bɛ bɔ tɔnbaw ni gɔfɛrɛnamanw fɛ, o bɛ suguba dɔ lawuli, min bɛ kɛ ni fɛn caman ye. A b’a to AI semikɔndukiri ɲinini bɛ kɛ yɔrɔba ye, wa a bɛ se ka muɲu, ka tɛmɛn sankaba belebele damadɔ kan. Ni baara in bɛ ka bonya, baro minnu bɛ kɛ a dabɔcogo n’a nɔfɛkow kan, olu nafa ka bon kosɛbɛ. Misali la, fanga min bɛ ka wuli foro kɔnɔ, o bɛ ɲininkali nafamaw lawuli bɛɛjɛfanga ni sɔrɔko bɛnkan kan, i n’a fɔ a sɛgɛsɛgɛra cogo min na an ka barokun kɔnɔ min ɲɛsinnen bɛ AI ka ‘cɛdenw’ kulu’ ma ani nafolo danfara min bɛ se ka kɛ musow ye.
Gɛlɛyaw ni cogoyaw AI ka sanfɛla boli la Nin ɲinini in dafali, min tun bɛna kɛ dɔrɔmɛ miliyari kelen ye san 2027 na, o bɛ gɛlɛyabaw lase mɔgɔ ma. Semikɔnduktɛriw ka cakɛda ka gɛlɛn ani a bɛ wariba caman ta. Fɛn dilanni iziniw (fabs) minnu bɛ taa ɲɛ, olu jɔli bɛ san caman ni dɔrɔmɛ miliyari caman ta wari bilali la.
Cakɛda min bɛ fɛnw dilan ani ka ɲɔgɔn sɔrɔ K’a sɔrɔ Nvidia bɛ fanga la sisan, dugukolo cogoya bɛ ka wuli joona. Fɛnɲɛnɛmaba dɔw i n’a fɔ AMD, Intel, ani daminɛ-tɔn caman minnu ka wariko ka ɲi, olu bɛ ka AI puwɛntiw daminɛ minnu bɛ se ka ɲɔgɔn sɔrɔ. O tɛmɛnen kɔ, tekinoloji tɔnba dɔw i n’a fɔ Google, Amazon ani Microsoft bɛ ka u yɛrɛ ka siliyɔmu (ASIC) dilan minnu bɛ kɛ ka kɛɲɛ ni u yɛrɛ sago ye walasa ka baara kɛ ni u ye kɔnɔna na. Nin ɲɛɲini in ye kɛnɛyako ye, wa a ka kan walasa ka diɲɛ bɛɛ kunbɛnka laɲinini. Nka, a bɛ dɔ fara fana fɛn dilanni seko dɛsɛko kɛlɛli kan fɛn dilannikɛyɔrɔw la i n’a fɔ TSMC. Jeyopolitiki gɛlɛyaw bɛ gɛlɛya wɛrɛ fara diɲɛ kɔnɔ fɛnw dilancogo sabatilen lakanani kan.
Beyond Hardware: Nafa min bɛ sɔrɔ a dafalen na Nvidia fanga tɛ siliyɔmu dɔrɔn na nka a bɛ a ka plateforme full-stack de la. CUDA porogaramuw ka ekosisɛti, ka fara gafemarayɔrɔw ni yiriwali baarakɛminɛnw kan, o bɛ donko gɛlɛyaba lase ɲɔgɔndankɛlaw ma. Kunnafonidila bɛ datugu furakɛli dafalen dɔ kɔnɔ, min bɛ ɲɛ, AI yiriwali kama. A ka c’a la, setigi nataw bɛna kɛ o yɔrɔ in na, minnu bɛ se ka fɛnɲɛnamafagalanw ni porogaramuw bɛɛ dɔn kosɛbɛ. U ka kan ka baarakɛcogo, baarakɛcogo nɔgɔya, ani sɛgɛsɛgɛli kɛcogo di, fɛn dilannikɛlaw ni baarakɛda minnu bɛ fɛn kuraw don teliya la. Sugu bɛ ka sara di plateformes intégrées ma ka tɛmɛn yɔrɔw kan minnu bɛ u yɛrɛ ma. Nin fɛɛrɛbɔ boli in nafa ka bon kosɛbɛ, a bɛ nɔ bila fɛn bɛɛ la k’a ta diɲɛ sɔrɔko la ka se politikitɔnw ma. Nin kɔlɔlɔba ninnu faamuyali, AI yiriwali ka sigidako siratigɛw fana sen bɛ o la, o nafa ka bon walasa ka baara in ka siniɲɛsigi ja dafalen sɔrɔ.
Kuncɛli: Yɛlɛma waati min bɛ ɔridinatɛri baara la Jensen Huang ka dɔrɔmɛ miliyari kelen jateminɛ min kɛra AI puce komandiw kama, o ye taamasiyɛn jɛlen ye k’a jira ko an bɛ ɔridinatɛri waati kura kɔnɔ. O ɲinini bɛ kɛ ni fɛɛrɛ kuraw jiginni jɔnjɔnw ye, a tɛ kɛ ni fɛnw ye minnu bɛ tɛmɛ dɔɔnin dɔɔnin. AI bɛ ka kɛ san kɛmɛ 21nan nafa ɲɛfɔlen ye, wa puce minnu bɛ fanga di a ma, olu de y’a jusigilan ye. O bonya in bɛna kɛ sababu ye ka kokuradonni kɛ tekinoloji kulu bɛɛ kɔnɔ, k’a ta fɛnw dɔnniya ni puwɛnti dilanni na ka se porozɛw ni fanga furakɛli ma. A bɛ kapitali segin-ka-bɔnyeba dɔ jira izini tariku kɔnɔ. Investisseurs, jagokɛlaw ani politikitɔnw fɛ, nin semiconducteur wulicogo in faamuyali nafa ka bon kosɛbɛ walasa ka san tan nataw ɲɛminɛ. Walasa ka to ɲɛfɛ nin fɛn caman tigɛli taabolo ninnu ɲɛ ani k’u nɔfɛkow faamuya jago ni sigida la, i ka t’a fɛ i ka ɲininiw na ni sɛgɛsɛgɛli ye min bɛ tali kɛ o la AI ka dugukoloko jiginni kan. Walasa ka hakilina juguw sɔrɔ ani ka dɔnnikɛlaw ka sɛgɛsɛgɛli kɛ fɛɛrɛ kuraw ni wariko nataw kan, aw ye aw jija ka tugu Seemless ka kunnafoni labanw kɔ.
