I-Nvidia's Strategic Investment Spree Iyakhawuleza I-CEO ye-Nvidia uJensen Huang ulawula ukuhamba okukhulu kwenkunzi kumaqabane anobuchule. Inyathelo lamva nje lesigebenga se-chip lutyalo-mali olukhulu lwe-2 yeebhiliyoni zeedola kwi-Nebius, umakhi weziko ledatha laseYurophu. Le nkcitho inobundlavini iqaqambisa ukuzibophelela kukaNvidia ekubumbeni ikamva leziseko ezingundoqo ze-AI. Esi sibhengezo siphawula isibophelelo sesine esikhulu sezemali uNvidia asibhengeze kule nyanga kuphela. Utyalo-mali ngalunye lujolise kwiinkampani ezixhasa i-AI engundoqo yeNvidia kunye namabhongo amaziko edatha.
UTyalo-mali oluPhambili kwi-AI ye-Nvidia Ecosystem I-Nvidia ayichithi nje imali; kukwakha ngobuchule i-ikhosistim. Utyalo-mali lwayo lukhethwe ngononophelo ukukhusela isixokelelwano sayo sokubonelela kunye nokwandisa ukufikelela kwayo kwezobuchwepheshe.
I-Nebius: I-2 yeebhiliyoni zeedola zotyalo-mali ukukhulisa amandla amaziko edatha ye-AI yaseYurophu. ILab yoomatshini bokucinga: "Utyalo-mali olubalulekileyo" kwisiqalo se-AI, sikhuthaza ukusungula izinto ezintsha. I-Coherent kunye ne-Lumentum: Utyalo-mali olubini olwahlukileyo lwe-2 yeebhiliyoni zeedola kwiinkampani ezikhethekileyo kwiilaser eziphambili kunye namacandelo abalulekileyo kumaziko edatha.
Le ndlela ekujoliswe kuyo iqinisekisa ukuba i-Nvidia ilawula iteknoloji engundoqo ukusuka kwinqanaba le-hardware ukuya phezulu.
Ukuntywila nzulu: Ubambiswano lweLebhu yoomatshini bokucinga Kwangoko kule veki, uNvidia watyhila intsebenziswano kunye neLebhu yokuCinga oomatshini. Ngelixa inani elichanekileyo lingazange lichazwe, lichazwe "njengotyalo-mali olubalulekileyo" ngumyili wetshiphu. Eli nyathelo lijolise kuphando olusulungekileyo lwe-AI kunye nophuhliso. Utyalo-mali kuqaliso olunje ngoomatshini bokuCinga iLab ivumela i-Nvidia ukuba ingene kwinkqubela phambili ye-algorithmic. Lubudlelwane be-symbiotic. Ukuqaliswa kuzuza inkxaso-mali ebalulekileyo kunye nokufikelela kwi-hardware ye-Nvidia enamandla, ngelixa i-Nvidia ifumana ukuqonda kunye nokudityaniswa okunokubakho kumaqonga ayo exesha elizayo.
Ukukhusela uMbhobho weHardware Ukubheja kwe-Nvidia yeebhiliyoni zeedola kwi-Coherent kunye ne-Lumentum kubonakalisa ngokukodwa. Ezi nkampani ayizizo iifemu zesoftware ye-AI; bangabavelisi bezinto eziphathekayo ezinobunkunkqele obuphezulu. I-Coherent kunye ne-Lumentum igxile kwi-photonics, ivelisa i-laser kunye nezixhobo ezibonakalayo ezibalulekileyo kumaziko edatha anamhlanje. Ngotyalo-mali kakhulu apha, iNvidia ikhusela ikhonkco layo lokubonelela ngezixhobo ezibalulekileyo ezenza ukubalwa kwe-AI. Esi sicwangciso sokudibanisa ngokuthe nkqo sikhusela i-Nvidia ekunqongopheni okunokwenzeka kwaye iqinisekisa umgangatho kunye nokufumaneka kweendawo eziphambili.
Umxholo oLawulayo: I-FCC kunye ne-SpaceX Connection Utyalo-mali lweNvidia lwenzeka ngokuchasene nemvelaphi yomsebenzi obalulekileyo wolawulo kwicandelo letekhnoloji. Ubudlelwane phakathi kwabadlali abakhulu betekhnoloji kunye neearhente zikarhulumente ziyanda phantsi kwe-microscope. Umzekelo, uguquko phakathi kwamaqumrhu alawulayo kunye neeprojekthi zetekhnoloji zamabhongo zintsonkothile. Umzekelo wakutsha nje ubandakanya ukukhusela kukaSihlalo weFCC kwi-SpaceX ngokuchasene nemingeni evela kwamanye amaqumrhu. Le meko ibonakalisa indawo ephakamileyo apho iNvidia isebenza khona. Ukuqonda le mihlaba yolawulo kubalulekile ekutolikeni iintshukumo ezinkulu zeshishini. Ukufumana okungakumbi malunga noku, funda malunga nokuma kukaSihlalo weFCC kwisikhalazo saseAmazon ngokuchasene ne-SpaceX.
Kutheni iYurophu? I-Nebius Investment Icacisiwe Ukhetho lukaNvidia lokutyala imali eyi-2 yeebhiliyoni zeedola kwinkampani yaseYurophu, iNebius, isicwangciso. IYurophu imele imarike enkulu nekhulayo ye-AI kunye neenkonzo zedatha, enemithetho yayo engqongqo yolongamo lwedatha. Ngokwakha ubukho obuqinileyo ngeNebius, iNvidia inokusebenzela ngcono abathengi baseYurophu abafuna idatha yokuhlala ngaphakathi kommandla. Ikwanceda ukulungelelanisa ulawulo lwababoneleli belifu base-US. Olu tyalo-mali luphawu olucacileyo lokuba i-Nvidia idlala ixesha elide, umdlalo wehlabathi jikelele kugqatso lweziseko zophuhliso lwe-AI.
Isiphelo: Ikamva le-AI Infrastructure Utyalo-mali olukhawulezayo lukaNvidia lubonisa umbono ocacileyo: ukulawula iziseko ze-AI. Ukusuka kumacandelo e-hardware angundoqo ukuya kulwandiso lweziko ledatha yehlabathi, inkampani yakha inkqubo yendalo engenakuthelekiswa nanto. Ezi ntshukumo zobuchule ziqinisekisa ukuba njengoko i-AI iguquka, i-Nvidia ihlala isembindini wesenzo. Ukuhlala uhlaziyiwe kuphuhliso lwamva nje kutyalo-mali lwetekhnoloji kunye nolawulo, jonga ulwazi oluninzi kwi-Seemless.