IiProjekthi ze-CEO zeNvidia i-$ 1 yezigidigidi kwiNgeniso yeChip ngokusebenzisa i-2027 | Uhlalutyo lobuchwephesha olubonakala lungenamsebenzi
I-CEO ye-Nvidia uJensen Huang Uqikelela i-1 yezigidigidi zeedola kwiNgeniso ye-AI Chip ngo-2027 Kuhlaziyo olunesibindi kwindlela yemali yenkampani, i-CEO ye-Nvidia uJensen Huang iqikelele ukuba i-tech giant iya kuvelisa i-1 yezigidigidi zeedola kwingeniso evela kwisizukulwana esilandelayo se-AI chips phakathi kwe-2025 kunye ne-2027. Lo mboniso we-monumental wamaziko kwi-architecture ye-chip ye-Blackwell kunye ne-Rubin AI ezayo. Ngokomxholo, i-Nvidia ibike i-216 yeebhiliyoni zeedola kwingeniso yonyaka wayo wemali ophela ngoJanuwari, isenza oku kujoliswe kuko kutsha ukuya phambili. Olu qikelelo luhlaziyiweyo lugxininisa imfuno eqhumayo yetekhnoloji ephezulu ye-semiconductor enika amandla ubukrelekrele bokwenziwa. Isibhengezo sikaHuang sihlaziya uqikelelo lwangaphambili, lubonisa ukuzithemba ngakumbi kwindlela yemveliso yeNvidia kunye nokulawula kwayo kwi-AI hardware landscape.
Ukwenza ikhowudi yeNgeniso yeeRandi ze-1 ye-AI Chip Ingeniso ehlaziyiweyo ye-Nvidia ekujoliswe kuyo ayilonani nje; yingxelo ngekamva lecomputing. Uqikelelo ludibanisa ngokuthe ngqo i-1 yezigidigidi zeedola kwingeniso ngokuthe ngqo ekuqalisweni okulandelelanayo kwe-platform ye-Blackwell, ekulindeleke kwi-2025, kunye ne-architecture ye-Rubin, ehlelelwe i-2026. Oku kubonisa "i-punch enye-ezimbini" isicwangciso esilungiselelwe ukugcina ukutsha okungenasiphelo kunye nobunkokeli beemarike. Ubungakanani bolu qikelelo luphantse lwabakho ngaphambili kwicandelo elinye lemveliso ngaphakathi kwinkampani yetekhnoloji. Ibonisa indima esisiseko ye-Nvidia's GPUs kunye neenkqubo ngoku ezidlalayo ekwakheni nasekuthumeleni iimodeli ze-AI kuwo wonke umzi-mveliso, ukusuka kukhathalelo lwempilo kunye nezezimali ukuya kwizithuthi ezizimeleyo kunye nobugcisa bokuyila.
Ukusuka eBlackwell ukuya eRubin: Iindlu zaMandla zoYilo Uqikelelo lwengeniso luxhomekeke ekwenziweni ngempumelelo kwe-Nvidia yokukhupha i-cadence ekhawulezileyo. Iqonga leBlackwell GPU lilungele ukuhambisa imitsi enkulu kuqeqesho lwe-AI kunye nokusebenza okuthe ngqo. Ukulandela ngokusondeleyo, iqonga leRubin lithembisa uphuculo olongezelelweyo lwezakhiwo kunye neenzuzo ezisebenzayo. Lo mjikelo wokuphindaphinda ngokukhawuleza ubalulekile. Iqinisekisa ukuba abaphuhlisi kunye namashishini bahlala befikelela kwezona zixhobo zinamandla, bezitshixa kwi-ecosystem kaNvidia. Inkampani ayithengisi nje iitshiphusi; ithengisa isitaki sonke, ukusuka kwihardware ukuya kumathala eencwadi esoftware afana neCUDA, isenza umjelo wokhuphiswano owoyikekayo.
Umxholo weMarike kunye neMeko yoKhuphiswano Imbonakalo ye-bullish yeNvidia ifika phakathi kokhuphiswano oluqatha. Abakhuphisanayo abanje nge-AMD, i-Intel, kunye nenkitha yabayili be-chip ejongene nelifu balwela isiqwenga semakethi enengeniso ye-AI ye-accelerator. Nangona kunjalo, i-advanteji yokuqala kaNvidia, isoftware eqolileyo, kwaye ngoku imephu yendlela endlongondlongo ibonisa imiceli mngeni ebalulekileyo kwabo bakhuphisana nabo. Intsebenzo yemali yenkampani sele i-stellar, kunye nengeniso yeziko ledatha ibe yinjini yayo engundoqo. Uqikelelo olutsha lucebisa ukuba uNvidia ukholelwa ukuba umjikelo wotyalo-mali we-AI usekwi-innings yokuqala. Amashishini kwihlabathi liphela asakha iziseko zawo ze-AI, inkqubo eza kufuna amandla amakhulu ekhompyuter kwiminyaka ezayo. Olu tshintsho lungenasiphelo lubonakala kwezinye izibhengezo zamva nje. Umzekelo, inkampani iyaqhubeka nokuphonononga iinkqubo ezikhethekileyo, njengoko kubonwa xa iNvidia ityhila iGroq-Based Chip System ukukhawulezisa imisebenzi ye-AI njengeCoding, iqaqambisa indlela yayo ebanzi yokuphucula ukusebenza.
Abaqhubi abaPhambili abasemva koQoqosho lweTriyoni yeedola Izinto ezininzi eziguqukayo zenza ukuba oku kujoliswe kuko kufikeleleke: Ukukhula koMfuziselo we-AI oMtsha: Iimodeli ze-AI ezintsha zikhula zibe nkulu kwaye zintsonkothe ngakumbi, zifuna amandla angakumbi ekhompyuter kuqeqesho kunye nengqikelelo yexesha lokwenyani. Ukwamkelwa koShishino: Ukutshintsha ukusuka kuvavanyo lwe-AI ukuya kubhengezo olupheleleyo kwindawo yonke ye-IT yeshishini kuqhuba ukuthengwa okuzinzileyo, umthamo omkhulu. Ngaphaya kweLifu: I-Edge AI: Umda olandelayo ubandakanya ukubeka i-AI kumda wothungelwano-kwiimoto, iifektri, kunye nee-smartphones-ezifuna uyilo olutsha, olusebenzayo lwe-chip. I-Software Lock-in: Iqonga le-CUDA le-Nvidia lihlala lisemgangathweni woshishino, okwenza iindleko zokutshintsha kubaphuhlisi kunye neenkampani ziphezulu kakhulu.
Iimpembelelo kuShishino lobuGcisa kunye nabaTyali-mali I-CEO yeNvidia uJensen Huang uqikelelo oluhlaziyiweyo luthumela ama-ripples ngaphaya kwenkampani yakhe. Isebenza njengesalathiso esikhokelayo kulo lonke icandelo letekhnoloji. Ukuzibophelela kobu bukhulu kwinkcitho eyinkunzi kubonisa ukuba iNvidia iyabhejakakhulu kwi-hyperscaler eqhubekayo kunye nenkcitho yeshishini. Kubatyali-mali, iqinisa ithisisi yokuba i-AI yinto ehlala ixesha elide, ixesha elide, hayi umjikelo we-hype odlulayo. Ikwaphakamisa umgangatho wento eyenza impumelelo kwindawo ye-semiconductor, enokuthi ibeke uxinzelelo kwabanye abenzi beetshiphu ukuze bahambelane nesantya sokwenziwa kwezinto ezintsha kunye namabhongo emali. Ikhonkco lokubonelela, ukusuka kwipakethe ephezulu ukuya kubathengisi bememori ye-bandwidth ephezulu, baya kuziva kwakhona ukutsalwa kwale mfuno. Imephu yendlela kaNvidia ifuna ukuqhubela phambili okufanayo kuyo yonke i-semiconductor ecosystem, njengoko icacisiwe kuhlalutyo lwezicwangciso eziliqili zamahlakani kunye nokudityaniswa kwenkqubo.
Imingeni enokubakho kunye nemingcipheko Ngelixa umbono ucacile, indlela eya kwi-1 yezigidigidi zeedola kwingeniso ayinayo imiqobo: Izithintelo zekhonkco lonikezelo: Ukwenziwa kwezi chips ziphambili kufuna izixhobo ezinqabileyo nezixabisa kakhulu kunye nemathiriyeli. Nakuphi na ukuphazamiseka kunokulibazisa amaxesha amisiweyo. Uxinzelelo lweGeopolitical: Izithintelo zorhwebo kunye nolawulo lokuthumela ngaphandle kwii-semiconductors eziphambili zinokunciphisa ukufikelela kwimarike kwaye kube nzima ukusebenza kwehlabathi. Ukugcwala kwiMarike: Ngelixa imfuno ibonakala inganeliseki ngoku, kukho isilingi yethiyori malunga nokuba angakanani amandla ekhompyuter uqoqosho lwehlabathi olunokufunxa ngexesha elifutshane. Impendulo yoKhuphiswano: Abakhuphisanayo ekugqibeleni banokufumana i-traction ngolunye ulwakhiwo okanye izisombululo zesoftware ezitshabalalisa ukongamela kukaNvidia.
Isiphelo: Umzuzu ochazayo we-AI Era Ingeniso yengeniso ye-Nvidia ye-1 yeetriliyoni zeerandi ingaphezulu kojoliso lwemali; sisibhengezo malunga nobungakanani benguqu ye-AI ezayo. I-CEO uJensen Huang uye wachaza ngokufanelekileyo ikhosi elindele ukuba inkampani ibe sesona siseko solu tshintsho lwetekhnoloji kule minyaka ilishumi iseleyo. Impumelelo ye-Blackwell kunye ne-Rubin AI izizukulwana ze-chip ziya kugqiba ukuba lo mbono onesibindi uba yinyani. Inye into eqinisekileyo: umdyarho wobungangamsha bezixhobo ze-AI awuzange ube qatha okanye ulandele ikamva lobuchwephesha. Hlala uphambi kophuhliso lwamva nje lwezixhobo ze-AI kunye noyilo lwetshiphu. Ukufumana uhlalutyo olunzulu malunga neenkqubela phambili ezifana neGroq-based chip system yemisebenzi yekhowudi ye-AI, jonga uluhlu lwethu olupheleleyo lweengcali zokuqonda kwaSeemless.
