U-Nvidia uthi i-AI Chip Orders inokubetha ubuncinane i-$ 1 yezigidigidi ngo-2027.
Imfuno yeetshiphusi ze-AI iyenyuka, kwaye umphathi weNvidia uJensen Huang wenze uqikelelo olutsha olumangalisayo. Kwinkomfa yomphuhlisi yonyaka kaNvidia yakutshanje, u-Huang uthe i-AI ye-chip orders inokufikelela ubuncinane kwi-1 yezigidigidi zeedola ngo-2027. Eli nani liphinda kabini uqikelelo lwangaphambili lwenkampani ye-500 yeebhiliyoni zeedola, ebonisa ukukhawuleza okungazange kubonwe ngaphambili kwimarike ye-semiconductor. Oku kukhula okugqabhukileyo kuqhutywa sisiphango esigqibeleleyo senkqubela phambili yetekhnoloji kunye nokwamkelwa koshishino olubanzi. Ukusuka kwi-AI yokuvelisa ukuya kwiinkqubo ezizimeleyo, imfuno yezixhobo ezinamandla, ezikhethekileyo zekhompyuter ayikaze ibe nkulu. Umdyarho wokwakha kunye nokuhambisa ubukrelekrele bokwenziwa ngokusisiseko uhlengahlengisa iziseko zophuhliso lwehlabathi.
I-1 yezigidigidi zeedola ze-AI Chip Market: Ukuqhawula iNvidia yeBold Projection Isibhengezo sikaJensen Huang sithumele ukothuka kubuchwephesha kunye nehlabathi lezemali. Uqikelelo oluhlaziyiweyo ukusuka kwi-500 yeebhiliyoni zeedola ukuya ngaphezulu kwe-1 yetriliyoni kwiminyaka nje embalwa lugxininisa utshintsho lwenyikima. Ayibonisi nje ukuba nethemba kodwa idatha ebambekayo evela kwikhonkco lobonelelo lweNvidia kunye nokuzibandakanya kwabathengi. Olu qikelelo lusekwe kwisantya esikhawulezileyo sokudityaniswa kwe-AI kuwo onke amacandelo. Iinkampani zihamba ngaphaya kovavanyo ukuya kubhengezo olupheleleyo. Oku kufuna utyalo-mali olukhulu, oluzinzileyo kwi-hardware eyenza iimodeli ze-AI ezintsonkothileyo zenzeke. I-Nvidia, njengenkokeli yemarike yangoku, ibekwe kwindawo ekhethekileyo ukuze ibone lo mbhobho. Inani leetriliyoni zeedola libandakanya ngaphezulu kwe-GPU yeziko ledatha. Ibandakanya: Isizukulwana esilandelayo soqeqesho lwe-AI kunye neechips zenkcazo. Iinkqubo zekhompyutha ezipheleleyo kunye neeseva ezilungiselelwe umthwalo we-AI. Izixhobo zenethiwekhi ezifana ne-InfiniBand kunye ne-Ethernet iiswitshi eziyimfuneko kumaqela e-AI. Amaqonga esoftware kunye nengeniso yenkonzo eqhubekayo ebotshelelwe kwi-ecosystem yehardware.
Abaqhubi abaPhambili abaFaka iMbango eNganelisekiyo ye-AI Chips Ziliqela ezinamandla, iintsingiselo ezihambelanayo ziyahlangana ukudala le mfuno yembali. Eyokuqala kukulinganiswa okungapheliyo kweemodeli zeelwimi ezinkulu (LLMs) kunye ne-AI yokuvelisa. Uphindaphindo ngalunye lwemodeli entsha lufuna amandla angaphezulu okubala ngakumbi kuqeqesho nokusebenza.
I-Generative AI Revolution Izixhobo ezifana ne-ChatGPT, Midjourney, kunye noClaude baye bahambisa i-AI kwindawo eqhelekileyo. Amashishini ngoku abaleka ukwakha kunye nokulungisa imifuziselo yabo yobunini. Oku kudala umjikelo oqhubekayo woqeqesho kunye nentelekelelo edla izixa ezikhulu zamandla okusebenza, ngokuthe ngqo ukukhupha iiodolo zeechips ze-AI. Ukutshintsha ukusuka kwicomputing yenjongo eqhelekileyo ukuya kwicomputing ekhawulezileyo akunakubuyiselwa umva. Imisebenzi ethile ye-AI ibaleka ngamakhulu amaxesha ngokukhawuleza kwihardware ezinikeleyo. Oku kusebenza kakuhle luncedo olungaxoxisiyo lokhuphiswano kumashishini kwihlabathi liphela.
Ukwamkelwa kweShishini kunye ne-AI eyongamileyo Lonke ishishini eliphambili-ukusuka kukhathalelo lwempilo kunye nezezimali ukuya kwiimoto kunye nemveliso-lifaka i-AI kwimisebenzi yalo ephambili. Olu kwamkelwa kushishino ngokubanzi lufuna ukwakhiwa kweziseko ezingundoqo ze-AI. Ngaphaya koko, izizwe zenza utyalo-mali kwizakhono “ze-AI eyongamileyo”, zakha iziseko zekhompuyutha zasekhaya ngenxa yezizathu zoqoqosho neqhinga. Le mfuno iphindwe kabini evela kumaqumrhu kunye noorhulumente idala imarike enkulu, enemigangatho emininzi. Iqinisekisa ukuba imfuno ye-AI semiconductors ibanzi kwaye iyakwazi ukuqina, idlulela ngaphaya kwesandla seengxilimbela zamafu. Njengoko ishishini likhula, iingxoxo malunga nokwakhiwa kwayo kunye nefuthe zibalulekile. Ngokomzekelo, ukuguquka kwezinto ngaphakathi kwintsimi kuphakamisa imibuzo ebalulekileyo malunga nobandakanyo kunye nokulingana kwezoqoqosho, njengoko kuphononongwe kwinqaku lethu leqela le-AI 'lamakhwenkwe' kunye nomsantsa onokubakho wobutyebi kubasetyhini.
Imingeni kunye namaThuba kuMdyarho we-AI ePhakamileyo Ukuhlangabezana nale qikelelo ye-1 yetriliyoni yeedola ngo-2027 kuzisa imiceli mngeni enkulu. Ikhonkco lokubonelela nge-semiconductor linzima kwaye lifuna imali eninzi. Ukwakha iiplanti zokuyila ezikumgangatho ophezulu (iifabs) kuthatha iminyaka kunye neebhiliyoni zeedola kutyalo-mali.
Ikhonkco lokubonelela kunye noKhuphiswano Ngelixa iNvidia ilawula ngoku, imbonakalo yomhlaba iguquka ngokukhawuleza. Abadlali abaphambili abanje nge-AMD, i-Intel, kunye neqela labaqalo abaxhaswa ngemali kakuhle basungula iitshiphusi ze-AI ezikhuphisanayo. Ngaphaya koko, iinkampani ezinkulu zetekhnoloji ezifana neGoogle, iAmazon, kunye neMicrosoft ziyila eyazo isilicon (ASICs) ukuze zisetyenziswe ngaphakathi. Olu khuphiswano lusempilweni kwaye luyimfuneko ukuhlangabezana nehlabathi jikeleleimfuno. Nangona kunjalo, iphinda iqinise umxakatho wokunqongophala komthamo wokwenziwa kwezixhobo kumaziko afana ne-TSMC. Uxinzelelo lwezelizwe longeza omnye umaleko wobunzima ekuqinisekiseni uzinzo, ikhonkco lokubonelela ngehlabathi.
Ngaphaya kwe-Hardware: I-Advanteji yeSitaki esipheleleyo Amandla kaNvidia akakho nje kwi-silicon kodwa kwiqonga eligcweleyo. I-ecosystem ye-software ye-CUDA, kunye namathala eencwadi kunye nezixhobo zophuhliso, idala umqobo obalulekileyo wokungena kwabakhuphisana nabo. Abathengi bavalelwe kwisisombululo esipheleleyo, esilungiselelwe uphuhliso lwe-AI. Abaphumeleleyo kwixesha elizayo kwesi sithuba baya kuba ngabo bayakwazi ukuzibamba zombini iihardware kunye nesoftware. Kufuneka babonelele ngokusebenza, ngokulula kokusetyenziswa, kunye nokukaleka okufunwa ngabaphuhlisi kunye namashishini ukuze bavelise izinto ezintsha ngokukhawuleza. Imarike ivuza amaqonga adityanisiweyo ngaphezulu kwamacandelo azimeleyo. Iimpembelelo zobuchule zolu gqatso lobuchwepheshe zinzulu, ziphembelela yonke into ukusuka kuqoqosho lwehlabathi ukuya ekwenziweni kwemigaqo-nkqubo. Ukuqonda ezi ziphumo zibanzi, kubandakanywa imilinganiselo yentlalo ye-AI boom, kubalulekile kumfanekiso opheleleyo wekamva loshishino.
Isiphelo: Ixesha loTshintsho kwiKhompyutha Ingqikelelo kaJensen Huang ye-1 yeetriliyoni zeedola kwii-odolo zetshiphu ze-AI luphawu olucacileyo lokuba sikwixesha elitsha lekhompyutha. Imfuno iqhutywa ziinguqu ezisisiseko kubuchwepheshe, hayi iindlela ezidlulayo. I-AI isiba sisixhobo esichazayo senkulungwane yama-21, kwaye iitshiphusi ezisinika amandla zisisiseko sayo. Oku kukhula kuya kuvuselela inguqulelo kuyo yonke i-tech stack, ukusuka kwinzululwazi yemathiriyeli kunye noyilo lwetshiphu ukuya kwisoftware kunye nezisombululo zamandla. Imele enye yezona ndawo zinkulu kwimbali yoshishino. Kubatyali-mali, amashishini, kunye nabenzi bomgaqo-nkqubo, ukuqonda oku kunyuka kwe-semiconductor kubalulekile ekuhambeni kweli shumi leminyaka lizayo. Ukuhlala uphambi kwezi ndlela zenguqu kwaye uqonde ifuthe lazo kushishino nakuluntu, qhubeka nophononongo lwakho ngohlalutyo olunxulumeneyo malunga nokuvela komhlaba kwe-AI. Ukuqonda nzulu kunye nohlalutyo lobuchwephesha kwikamva letekhnoloji kunye notyalo-mali, qiniseka ukuba ulandela okwamva nje kweSeemless.
