Nvidia's Strategic Investment Spree Inowedzera Mukuru weNvidia, Jensen Huang, ari kutungamira kuyerera kukuru kwemari muhukama hwehukama. Iyo chip giant ichangoburwa imari inosvika mabhiriyoni maviri ekudyara muNebius, muEuropean AI data center developer. Uku kushandisa zvine hutsinye kunoratidza kuzvipira kwaNvidia kuumba ramangwana reAI zvivakwa. Ichi chiziviso chinoratidza kuzvipira kwechina kukuru kwemari Nvidia yakazivisa mwedzi uno chete. Mari yega yega inonangana nemakambani anotsigira Nvidia's core AI uye data center zvishuvo.
Yakakosha Investment muNvidia's AI Ecosystem Nvidia haisi kungoshandisa chete; iri kuvaka zvine hungwaru ecosystem. Kudyara kwayo kwakanyatso kusarudzwa kuchengetedza cheni yekugovera uye kuwedzera kusvika kwayo tekinoroji.
Nebius: A $ 2 bhiriyoni yekudyara yekusimudzira European AI data centre kugona. Kufunga Machina Lab: "yakakosha mari" mukutanga kweAI, ichikurudzira hunyanzvi. Coherent uye Lumentum: Zviviri zvakaparadzana madhora mabhiriyoni maviri ekudyara mumakambani anonyanya hunyanzvi lasers uye zvikamu zvakakosha kune data nzvimbo.
Iyi nzira yakanangwa inovimbisa Nvidia inodzora akakosha matekinoroji kubva padanho rehardware kumusoro.
Dive Yakadzika: Iwo Kufunga Machina Lab Kudyidzana Pakutanga svondo rino, Nvidia akafumura mubatanidzwa neThing Machines Lab. Kunyange hazvo nhamba chaiyo isina kuburitswa, yakatsanangurwa se "yakakosha mari" nemugadziri we chip. Iyi nhanho inotarisa pane yakachena AI kutsvagisa uye kusimudzira. Kudyara mari mukutanga seKufunga Machina Lab inobvumira Nvidia kuti ipinde mukucheka-kumucheto algorithmic kufambira mberi. Ihwo hukama hwe symbiotic. Iyo yekutanga inowana yakakosha mari uye kuwana kune iyo Nvidia ine simba hardware, nepo Nvidia inowana ruzivo uye inogona kubatanidzwa kune ayo emangwana mapuratifomu.
Kuchengetedza iyo Hardware Pipeline Nvidia bhirioni-madhora mabheti paCoherent uye Lumentum ari kunyanya kuburitsa. Aya makambani haasi mafemu esoftware eAI; ivo vagadziri vezvakanyanya kuoma zvemuviri zvikamu. Coherent uye Lumentum inyanzvi mumafotonics, kugadzira lasers uye optical michina yakakosha kune yemazuva ano data nzvimbo. Nekudyara zvakanyanya pano, Nvidia iri kuchengetedza yayo yekugovera iyo yakakosha Hardware inopa simba AI computation. Iyi vertical yekubatanidza zano inodzivirira Nvidia kubva kune inogona kushomeka uye inova nechokwadi chemhando uye kuwanikwa kwezvikamu zvakakosha.
Regulatory Context: Iyo FCC uye SpaceX Connection Nvidia's investment spree inoitika inopesana nekumashure kweiyo yakakosha kudzora chiitiko muchikamu che tech. Hukama pakati pevatambi vakuru vetekinoroji uye masangano ehurumende ari kuwedzera pasi pe microscope. Semuyenzaniso, masimba ari pakati pemasangano anotonga uye ambitious tech mapurojekiti akaomarara. Muenzaniso uchangoburwa unosanganisira kudzivirira kwaSachigaro weFCC paSpaceX pazvinetso kubva kune mamwe makambani. Mamiriro ezvinhu aya anoratidza nzvimbo yepamusoro-soro iyo Nvidia inoshanda. Kunzwisisa aya maratidziro emitemo kwakakosha pakududzira mafambiro makuru ebhizinesi. Kuti uwane zvakawanda pane izvi, verenga nezve FCC Sachigaro maitiro pane chikumbiro cheAmazon ichipokana SpaceX.
Sei Europe? Iyo Nebius Investment Yakatsanangurwa Sarudzo yaNvidia yekudyara madhora mazana maviri emadhora mukambani yeEuropean, Nebius, ine hunyanzvi. Europe inomiririra musika wakakura uye uri kukura weAI uye masevhisi edatha, ine yayo yakasimba mitemo yekutonga data. Nekuvaka huvepo hwakasimba kuburikidza neNebius, Nvidia inogona kushandira zvirinani vatengi vekuEurope vanoda data kuti irambe iri mukati medunhu. Inobatsirawo kuenzanisa kutonga kweUS-yakavakirwa gore vanopa. Iyi yekudyara chiratidzo chakajeka chekuti Nvidia iri kutamba mutambo wenguva refu, wepasi rose mujaho reAI.
Mhedziso: Ramangwana reAI Infrastructure Nvidia inokurumidza-moto kudyara inoratidza chiono chakajeka: kutonga nheyo dzeAI. Kubva pamusimboti wemidziyo kusvika kune yepasi rose data center kuwedzera, kambani iri kuvaka isingaenzaniswi ecosystem. Aya mafambiro ehurongwa anovimbisa kuti sezvo AI inoshanduka, Nvidia inoramba iri pakati pechiito. Kuti ugare wakagadziridzwa pane zvichangoburwa mukudyara kwetekinoroji uye mutemo, ongorora mamwe manzwisisiro paSeemless.
