Strategic Investment Spree ya Nvidia Imathamanga Mtsogoleri wamkulu wa Nvidia Jensen Huang akuwongolera kuyenda kwakukulu kwachuma kukhala othandizana nawo. Kusuntha kwaposachedwa kwa chimphonachi ndikuyika ndalama zokwana $2 biliyoni ku Nebius, wopanga ma data ku Europe AI. Kugwiritsa ntchito mwaukali uku kukuwonetsa kudzipereka kwa Nvidia pakukonza tsogolo la zomangamanga za AI. Kulengeza uku kukuwonetsa kudzipereka kwakukulu kwachuma kwachinayi komwe Nvidia waulula mwezi uno wokha. Kugulitsa kulikonse kumayang'ana makampani omwe amathandizira AI ya Nvidia ndi zikhumbo za data center.
Ndalama Zofunika Kwambiri mu AI Ecosystem ya Nvidia Nvidia sikuti amangowononga ndalama; ikumanga mwaluso chilengedwe. Mandalama ake amasankhidwa mosamala kuti ateteze njira zake zogulitsira ndikukulitsa kufikira kwake kwaukadaulo.
Nebius: Ndalama zokwana madola 2 biliyoni kuti zilimbikitse luso la data la European AI. Thinking Machines Lab: "Ndalama zambiri" poyambitsa AI, kulimbikitsa luso. Coherent ndi Lumentum: Mabizinesi awiri osiyana a $ 2 biliyoni m'makampani odziwa ma laser apamwamba ndi zigawo zofunika kwambiri pazida za data.
Njira yowunikirayi imatsimikizira kuti Nvidia amawongolera matekinoloje ofunikira kuchokera pamlingo wa Hardware.
Kuzama Kwambiri: The Thinking Machines Lab Partnership Kumayambiriro kwa sabata ino, Nvidia adavumbulutsa mgwirizano ndi Thinking Machines Lab. Ngakhale chiwerengero chenichenicho sichinaululidwe, chinafotokozedwa ngati "ndalama zambiri" ndi wopanga chip. Kusunthaku kumayang'ana kwambiri kafukufuku wa AI ndi chitukuko. Kuyika ndalama pazoyambira ngati Thinking Machines Lab kumalola Nvidia kuti azitha kupititsa patsogolo ma algorithmic. Ndi mgwirizano wa symbiotic. Kuyamba kumapeza ndalama zofunikira komanso mwayi wopeza zida zamphamvu za Nvidia, pomwe Nvidia amapeza chidziwitso komanso kuphatikiza komwe kungaphatikizidwe pamapulatifomu ake amtsogolo.
Kuteteza Chitoliro cha Hardware Mabetcha a Nvidia mabiliyoni ambiri pa Coherent ndi Lumentum akuwulula makamaka. Makampani awa si makampani opanga mapulogalamu a AI; iwo ndi opanga zida zakuthupi zapamwamba kwambiri. Coherent ndi Lumentum amakhazikika pazithunzi, kupanga ma lasers ndi zida zowunikira zofunikira pazida zamakono zamakono. Popanga ndalama zambiri pano, Nvidia ikuteteza zida zake zopangira zida zomwe zimathandizira kuwerengera kwa AI. Njira yophatikizira yoyimayi imateteza Nvidia ku kusowa komwe kungachitike ndikuwonetsetsa kuti magawo ofunikira ali abwino komanso kupezeka.
Zowongolera: The FCC ndi SpaceX Connection Kuchulukirachulukira kwa ndalama kwa Nvidia kumachitika motsutsana ndi zochitika zazikulu zamalamulo mu gawo laukadaulo. Ubale pakati pa osewera akuluakulu aukadaulo ndi mabungwe aboma ukuchulukirachulukira pansi pa maikulosikopu. Mwachitsanzo, kusinthika pakati pa mabungwe owongolera ndi mapulojekiti apamwamba aukadaulo ndizovuta. Chitsanzo chaposachedwa chikukhudza chitetezo cha Mpando wa FCC pa SpaceX motsutsana ndi zovuta zochokera kumakampani ena. Izi zikuwonetsa malo omwe Nvidia amagwirira ntchito. Kumvetsetsa magawo owongolera awa ndikofunikira pakutanthauzira mabizinesi akuluakulu. Kuti mumve zambiri pa izi, werengani za momwe Mpando wa FCC amachitira pempho la Amazon motsutsana ndi SpaceX.
Chifukwa chiyani ku Europe? Nebius Investment Yafotokozedwa Kusankha kwa Nvidia kuyika $ 2 biliyoni ku kampani yaku Europe, Nebius, ndi njira. Europe ikuyimira msika waukulu komanso womwe ukukula wa AI ndi ntchito za data, wokhala ndi malamulo ake okhwima odziyimira pawokha. Mwa kupanga kukhalapo kolimba kudzera mwa Nebius, Nvidia ikhoza kutumikira bwino makasitomala aku Europe omwe amafuna kuti deta ikhalebe m'derali. Zimathandizanso kuthana ndi kulamulira kwa opereka mtambo ku US. Ndalamayi ndi chizindikiro chodziwikiratu kuti Nvidia akusewera masewera aatali, apadziko lonse mu mpikisano wa AI.
Kutsiliza: Tsogolo la AI Infrastructure Ndalama zofulumira za Nvidia zikuwonetsa masomphenya omveka bwino: kulamulira magawo oyambira a AI. Kuchokera pazigawo zazikulu za hardware mpaka kukulitsa kwa data center padziko lonse, kampaniyo ikupanga chilengedwe chosayerekezeka. Mayendedwe awa amawonetsetsa kuti AI ikusintha, Nvidia amakhalabe pakatikati pazochitikazo. Kuti mukhale osinthika pazomwe zachitika posachedwa pazachuma komanso malamulo, onani zambiri pa Seemless.
