Chips Zenizeni za AI, Ma Seva Abodza ndi Chowumitsira Tsitsi: Nkhani Yomwe Imayambitsa Chinyengo cha $2.5 Biliyoni
Chips Zenizeni za AI, Ma Seva Abodza ndi Chowumitsira Tsitsi: Nkhani Yomwe Imayambitsa Chinyengo cha $2.5 Biliyoni Kufunafuna tchipisi tapamwamba za Nvidia AI kwadzetsa imodzi mwamilandu yozembetsa yaukadaulo kwambiri m'mbiri. Ozenga milandu ku Federal adatsutsa woyambitsa mnzake wa Supermicro Charles Liang ndi ena awiri chifukwa chokonza chiwembu chotumiza mosavomerezeka ma seva apakompyuta ochita bwino kwambiri kupita ku China. Opaleshoniyi, yomwe ili ndi ndalama zokwana $2.5 biliyoni, idagwiritsa ntchito kufunikira kwamphamvu kwapadziko lonse kwanzeru zopangira za silicon. Mlanduwu ukuwonetsa chiwembu chamkuwa chophatikiza zinthu zabodza, ma transshipment hubs, ndi chida chachilendo chachinyengo: chowumitsira tsitsi wamba.
Dongosolo Labwino Kwambiri Lopewa Kuwongolera Kutumiza kunja Pakatikati pa mlanduwu ndikuyesetsa kwamphamvu kudutsa maulamuliro otumiza kunja kwa US paukadaulo wofunikira. Otsutsawo akuti adakhazikitsa gulu lamakampani kuti apeze ma seva apamwamba kwambiri a Supermicro okhala ndi tchipisi ta Nvidia AI. Machitidwewa ndi ofunikira pakupanga mitundu ya AI ndipo akhala akulamulidwa ndi malire amalonda ku China. Ntchitoyi idapangidwa kuti ibise komwe akupita komanso ogwiritsa ntchito ma hardware ovutawa. Popanga magulu apakati komanso kugwiritsa ntchito zolembedwa zabodza, gululi lidafuna kubisa njira kuchokera kwa opanga aku US kupita ku mabungwe aku China, kuphatikiza mabungwe ofufuza ndi mayunivesite ogwirizana ndi boma.
Momwe Njira ya "Fake Server" idagwirira ntchito Imodzi mwa njira zochititsa chidwi kwambiri zomwe zafotokozedwa mu chigamulochi ndi kupanga ma seva a "dummy" osagwira ntchito. Kuti alambalale kuyendera, okonza chiwembuwo amati:
Pezani ma seva enieni, oyendetsedwa ndi Supermicro omwe ali ndi ma Nvidia GPU amphamvu. Pangani ma seva ofananira omwe ali ndi zida zotsika mtengo, zakale, kapena zosagwira ntchito. Tumizani makina abodzawa kumadera apakati, monga Taiwan kapena Hong Kong, okhala ndi mapepala ovomerezeka otumiza kunja. Sinthani zida zamkati, ndikuyika tchipisi tating'ono ta AI ndi ma boardards mu zipolopolo za maseva abodza omwe adachotsa miyambo. Pitilizani ukadaulo womwe ukugwira ntchito pano, wongofikira kumene ukupita ku China.
Zida Zachilendo ndi High-Stakes Logistics Kuvuta kwa chiwembucho kumafikira ku zida zomwe zimagwiritsidwa ntchito posinthana ma hardware. Otsutsa amafotokoza mwatsatanetsatane momwe opangira chiwembu adagwiritsira ntchito chowumitsira tsitsi kuti achotse mosamala zisindikizo zachitetezo pa seva chassis popanda kuziwononga. Izi zinawalola kuti atsegulenso mayunitsi "oyang'aniridwa", kusinthana ndi zida zofunika kwambiri zamakompyuta za AI, ndikusindikizanso mabokosiwo kuti asadziwike.
Global Supply Chain ngati Njira Yozembetsa Mlanduwu ukuwonetsa momwe maukonde ovomerezeka padziko lonse lapansi angagwiritsidwire ntchito. Otsutsawo adagwiritsa ntchito njira zambiri:
Kugula: Kugwiritsa ntchito makampani akutsogolo aku US kugula ma seva mwachindunji kuchokera kwa Supermicro ndi ena ogulitsa. Transshipment: Kuyendetsa zida kudzera m'mayiko omwe ali pakati omwe ali ndi kuyang'anira kwambiri kutumiza kunja. Kusinthana kwa Hardware: Kuchita zosinthanitsa zinthu m'malo osungiramo zinthu m'malo awa. Kutumiza Komaliza: Kutumiza ma seva otsegulidwa kwa ogwiritsa ntchito ku China, kumaliza kusamutsa kwaukadaulo kosaloledwa.
Kukula kwake kunali kokulirapo, kuphatikizira masauzande a maseva ndi zida zake pazaka zingapo, kutsimikizira zolimbikitsa zazikulu zachuma zomwe zikuyendetsa kuba kwanzeru komanso ukadaulo woyendetsedwa. Kwa mabizinesi omwe amatsata malamulo ovuta, kumvetsetsa zoyendetsa mtengo ndikofunikira, monga momwe tawonera pakuwunika kwathu United Airlines Yangotulutsidwa kumene ndi Playbook ya Bizinesi Iliyonse Yotsatiridwa ndi Skyrocketing Costs.
Zowonjezereka pa Tech ndi National Security Kuimbidwa mlandu kwa munthu wodziwika bwino wamakampani ngati Charles Liang kumatumiza zododometsa pagawo laukadaulo. Ikugogomezera zovuta zachitetezo cha dziko zozungulira ma semiconductors apamwamba, omwe amawoneka ngati maziko opikisana pazachuma ndi zankhondo. Mlanduwu ukuwonetsa zovuta zakukakamiza kuwongolera zotumiza kunja mumakampani olumikizidwa padziko lonse lapansi pomwe zida ndi zinthu zomalizidwa zimadutsa malire.
Mpikisano wa Arms wa AI ndi Zovuta Zowongolera Kufunika kosalekeza kwa tchipisi ta Nvidia AI kukuwonjezera mtundu watsopano wa mpikisano wa zida. Monga makampani ndi mayiko akukanganirana utsogoleri wamakompyuta, kukakamizidwa kuti atenge tchipisi izi kungayambitse miyeso yayikulu. Ntchito yozembetsa iyi ndi chizindikiro chachindunji cha kutsekeka komwe kumachitika chifukwa cholamulidwa ndi kutumiza kunja ndi kufuna kosakwanira. Owongolera tsopano akukakamizika kusewera amasewera opitilira apo, kuyesa kuyang'anira osati machitidwe athunthu, koma magawo omwe amatha kusinthidwa mosavuta. Nkhani iyi yaukadaulo yomwe ikubwerezedwanso ikufanana ndi nkhani zina zatsopano, monga nkhani yachinsinsi ya vocoder, luso lankhondo lomwe linasintha nyimbo mpaka kalekale. Zimakhala chikumbutso kuti zida zamakono zamakono nthawi zambiri zimakhala ndi maulendo ovuta komanso osakonzekera.
Kutsiliza: Kukhala Maso M'dziko Logwirizana Chinyengo cha $2.5 biliyoni chokhudza ma seva a Supermicro ndi tchipisi ta Nvidia AI ndi phunziro lodziwika bwino pakuwonongeka kwa maunyolo apamwamba kwambiri. Imawulula momwe nzeru zingagwiritsidwire ntchito molakwika pophwanya malamulo opangidwa kuti ateteze mwayi waukadaulo. Pamene AI ikupitiriza kusinthika, kukhulupirika kwa hardware yomwe imapangitsa kuti ikhale yofunika kwambiri. Kwa mabizinesi omwe akugwira ntchito m'derali, kutsata mwamphamvu komanso kuwonetsetsa kwazinthu zogulitsira sizosankha - ndizofunikira kwambiri pachitetezo ndi kukhazikika. Mzere pakati pa zatsopano ndi kugwiritsa ntchito masuku pamutu nthawi zambiri umakhala wocheperako kuposa momwe timaganizira, mutu womwe umapezekanso m'dziko la robotics, monga momwe tawonera m'chidutswa chathu Kodi mukufuna kumanga roboti ya snowman?. Khalani patsogolo pazovuta zaukadaulo ndi bizinesi. Kuti mudziwe zambiri zomwe zimadula phokoso, onani kusanthula kwaposachedwa ndi nkhani za Seemless.
