Nvidia Avuga ko Amabwiriza ya Chip ya AI ashobora gukubita byibuze Trillion 1 $ 2027. Dore impamvu icyifuzo gikomeza kuzamuka.
Icyifuzo cya chip ya AI kiriyongera cyane, kandi umuyobozi mukuru wa Nvidia, Jensen Huang, yakoze umushinga utangaje. Mu nama ngarukamwaka ya Nvidia ishinzwe iterambere, Huang yavuze ko ibicuruzwa bya chip chip bishobora kugera nibura kuri tiriyari imwe y'amadolari mu 2027.Iyi mibare ikubye kabiri isosiyete yari imaze kugereranya na miliyari 500 z'amadolari y'Amerika, ibyo bikaba byerekana ko umuvuduko utigeze uboneka ku isoko rya semiconductor. Iri terambere riturika riterwa numuyaga mwiza witerambere ryikoranabuhanga no kwinjiza inganda. Kuva kuri AI ibyara umusaruro kugeza kuri sisitemu yigenga, gukenera ibyuma bikomeye, byihariye byo kubara ntibyigeze biba byinshi. Irushanwa ryo kubaka no gukoresha ubwenge bwubuhanga ririmo kuvugurura ibikorwa remezo byikoranabuhanga ku isi.
Isoko rya Chiliyoni 1 $ $ Isoko rya Chip: Kumena Nvidia ya Bold Projection Amatangazo ya Jensen Huang yohereje ihungabana binyuze mu ikoranabuhanga n’imari. Ivugurura ryavuguruwe kuva kuri miliyari 500 z'amadolari kugera kuri tiriyari imwe y'amadolari mu myaka mike gusa birashimangira ihinduka ry’imitingito. Ntabwo igaragaza ibyiringiro gusa ahubwo ni amakuru afatika avuye muri Nvidia yagutse kandi itanga serivisi. Iyi projection ishingiye kumuvuduko wihuse wo guhuza AI muri buri murenge. Ibigo bigenda birenze igeragezwa ryuzuye. Ibi bisaba ishoramari rinini, rirambye mubyuma bituma imiterere ya AI igoye bishoboka. Nvidia, nkumuyobozi wisoko ryubu, ihagaze idasanzwe kugirango ibone uyu muyoboro. Imibare ya tiriyari y'amadorari ikubiyemo ibirenze ikigo cya GPU gusa. Harimo: Ibihe bizakurikiraho bya AI imyitozo hamwe na chip zifatika. Sisitemu yuzuye yo kubara hamwe na seriveri yatezimbere kubikorwa bya AI. Guhuza ibyuma nka InfiniBand na Ethernet byahinduwe byingenzi kubice bya AI. Porogaramu ya software hamwe ninjiza ya serivise yinjiza ihujwe nibikoresho byangiza ibidukikije.
Abashoferi b'ingenzi bongerera ingufu ibyifuzo bya AI Inzira nyinshi zikomeye, zihurira hamwe zirimo guhuza iki cyifuzo cyamateka. Iya mbere ni igipimo kidahwema cyerekana imvugo nini (LLMs) hamwe na AI ibyara. Buri cyitegererezo gishya gisaba imbaraga nyinshi zo kubara kumahugurwa no gukora.
Impinduramatwara ya AI Ibikoresho nka ChatGPT, Midjourney, na Claude bimuye AI muburyo rusange. Ibigo ubu biriruka kubaka no guhuza neza imiterere yabyo bwite. Ibi bikora uruziga rukomeza rwamahugurwa hamwe numusozo utwara imbaraga nyinshi zo gutunganya, bikongerera ibicuruzwa kuri chip ya AI. Guhindura kuva muri rusange-intego yo kubara kuri mudasobwa yihuse ntishobora kugaruka. Imikorere yihariye ya AI ikora inshuro amagana byihuse kubikoresho byabigenewe. Iyi mikorere ninyungu zidashobora kuganirwaho kubucuruzi kwisi yose.
Kwemeza imishinga no kugenga AI Inganda zose zikomeye - kuva mubuvuzi n’imari kugeza ku binyabiziga no mu nganda - zinjiza AI mu bikorwa byayo by'ibanze. Uku kwishyiriraho imishinga yose bisaba kubaka ibikorwa remezo bya AI. Byongeye kandi, ibihugu bishora imari mu bushobozi bwa "AI bwigenga", byubaka ibikorwa remezo bibarwa mu gihugu kubera impamvu z’ubukungu n’ingamba. Ibi byifuzo bibiri byamasosiyete na guverinoma birema isoko rinini, ryinshi. Iremeza ko icyifuzo cya AI igice cya kabiri cyogukora kandi kigasubira inyuma, kikagera kure yikigero kinini cyibicu. Inganda zikura, ibiganiro bijyanye nibigize n'ingaruka zabyo ni ngombwa. Kurugero, imbaraga zigenda zihinduka murwego zitera kwibaza ibibazo byingenzi bijyanye no kutabangikanya hamwe nuburinganire bwubukungu, nkuko twabisuzumye mu kiganiro cyacu kuri 'club' y'abahungu 'AI hamwe n’ubutunzi bushobora kuba ku bagore.
Inzitizi n'amahirwe mu isiganwa ryo hejuru ya AI Kuzuza iki cyerekezo giteganijwe kugera kuri tiriyari imwe y'amadolari muri 2027 birasaba ibibazo bikomeye. Imiyoboro ya semiconductor itanga urwego runini kandi rushingiye cyane. Kubaka ibihingwa byateye imbere (fabs) bisaba imyaka na miliyari y'amadorari mu ishoramari.
Gutanga Urunigi no Kurushanwa Mugihe Nvidia yiganje, ibibanza bigenda byihuta. Abakinnyi bakomeye nka AMD, Intel, hamwe nabantu benshi batangiye gutera inkunga neza batangiza imipira ya AI irushanwa. Byongeye kandi, ibigo binini byikoranabuhanga nka Google, Amazon, na Microsoft birashushanya silikoni yihariye (ASICs) kugirango ikoreshwe imbere. Iri rushanwa ni ryiza kandi rirakenewe kugirango duhure nisi yoseicyifuzo. Ariko, irashimangira kandi imbaraga zubushobozi buke bwo gukora inganda nka TSMC. Impagarara za geopolitike zongeraho urundi rwego rugoye kugirango habeho urwego ruhamye, rutangwa ku isi.
Kurenga Ibyuma: Ibyiza-Byuzuye Imbaraga za Nvidia ntiziri muri silicon gusa ahubwo ni murwego rwuzuye. Urusobe rwibinyabuzima rwa CUDA, hamwe namasomero nibikoresho byiterambere, birema inzitizi ikomeye yo kwinjira kubanywanyi. Abakiriya bafungiwe igisubizo cyuzuye, cyatezimbere iterambere rya AI. Abazaza gutsinda muri uyu mwanya birashoboka ko ari abashobora kumenya ibyuma na software. Bagomba gutanga imikorere, koroshya imikoreshereze, hamwe nubunini abaterankunga ninganda bakeneye guhanga vuba. Isoko rihemba urubuga rwahujwe hejuru yibigize standalone. Ingaruka zifatika muri iri siganwa ryikoranabuhanga ni ndende, bigira ingaruka kuri byose kuva mubukungu bwisi kugeza gufata ibyemezo. Gusobanukirwa nizi ngaruka nini, harimo nuburinganire bwimibereho ya AI itera imbere, ni ngombwa kugirango ishusho yuzuye yigihe kizaza.
Umwanzuro: Igihe cyo Guhindura Kubara Icyerekezo cya Jensen Huang kingana na tiriyari imwe y'amadolari yo gutumiza AI chip ni ikimenyetso cyerekana ko turi mubihe bishya byo kubara. Ibisabwa biterwa niterambere ryibanze ryikoranabuhanga, ntabwo bigenda byihuta. AI igenda isobanura akamaro ko mu kinyejana cya 21, kandi chip ifite imbaraga ni ishingiro ryayo. Iri terambere rizateza imbere udushya twinshi muburyo bwa tekinoroji, uhereye kubikoresho bya siyansi no gushushanya chip kugeza software hamwe nibisubizo byingufu. Ihagarariye kimwe mu binini byagabanijwe mu mateka yinganda. Kubashoramari, ubucuruzi, nabafata ibyemezo, gusobanukirwa niyi semiconductor kwiyongera ningirakamaro mu kuyobora imyaka icumi iri imbere. Kugirango ukomeze imbere yibi bintu bihinduka kandi wumve ingaruka zabyo mubucuruzi no muri societe, komeza ubushakashatsi bwawe hamwe nisesengura rijyanye n’imiterere ya AI igenda ihinduka. Kubushishozi bwimbitse hamwe nisesengura ryinzobere mugihe kizaza cyikoranabuhanga nishoramari, menya gukurikiza ibishya biva muri Seemless.
