Ngaphakathi kwezinyathelo eziphezulu ze-Google eziholele ekushintsheni kwayo okukhulu kwe-AI ↗
I-Google iqinisa isandla sayo ku-DeepMind njengoba isebenza ukubuyisela i-Gemini phambili. Kubikwa ukuthi uSergey Brin ubelokhu enxusa abasebenzi be-AI ukuthi basebenzele i-Gemini ngokugcwele, okuhlanganisa nokusebenza ngokuzithuthukisa kabusha.
Ukuguqulwa kwenkampani kunikeza futhi umklami we-AI oyinhloko uKoray Kavukcuoglu igunya elengeziwe, kuyilapho amanye amaqembu efakwa ngqo ku-Google. Ingxenye exakile kancane? Imodeli elandelayo yeGemini kubikwa ukuthi ibambezelekile ngemuva kwezimbangi zayo ezindaweni ezifana nokubhala amakhodi. (Reuters)
Ipulatifomu yokubuyekezwa kwekhodi ye-AI i-CodeRabbit inenani lamaRandi ayizigidi eziyizinkulungwane ezingu-1.5 emzuliswaneni wakamuva wokuxhasa ngezimali ↗
I-CodeRabbit iqoqe amaRandi ayizigidi ezingu-143 emzuliswaneni oholwa yi-Atomico kanye ne-Smash Capital, yaphakamisa inani layo laya ku-$1.5 billion. Le nkampani ithi isivele yenza ukubuyekezwa kwamakhodi angaphezu kwezigidi ezimbili isonto ngalinye kumakhasimende angaphezu kuka-17,000.
Isikhathi sinengqondo: njengoba i-AI ibhala isofthiwe eyengeziwe, othile - noma mhlawumbe omunye i-AI - udinga ukuhlola ukudilika kweqhwa. I-CodeRabbit ihlela ukwanda okwengeziwe kulo lonke elaseYurophu nase-Asia futhi ithi izosebenzisa imali engaphezu kwezigidi eziyi-10 zamaRandi ukugcina amathuluzi ayo okubuyekeza i-AI emahhala kumaphrojekthi omthombo ovulekile. (Reuters)
I-Lovable, inkampani eqala ukubhala amakhodi ngolimi lwemvelo, iqoqa u-$400 million ngenani lika-$13.3 billion ↗
I-Lovable iqoqe amanye amaRandi ayizigidi ezingu-400, iphinda kabili inani layo laya ku-$13.3 billion. I-Menlo Ventures kanye ne-EQT's Scaleup Europe Fund bahole ngokubambisana kulo mjikelezo, kanye ne-Tencent kanye ne-Balderton Capital phakathi kwabanye abatshalizimali.
Umakhi wohlelo lokusebenza lwezilimi zemvelo uthi imali engenayo ephindaphindayo yonyaka icishe iphindwe kathathu isuka ku-$200 million futhi ilandela i-$600 million. Abasebenzisi bakhe amaphrojekthi angaphezu kwezigidi ezingu-60 - ukufaka ikhodi kolimi lwemvelo kusuke ekuhlolweni okukhethekile kuya ebhizinisini elikhulu, noma kubonakala kanjalo. (Reuters)
Amasheya eCerebras ehla ngo-16% ngemuva kokuthi imiphumela yehlulekile ukuhlaba umxhwele abatshalizimali ↗
Inkampani eyenza ama-chip e-AI iCerebras yehle ngo-16% ekuhwebeni okunwetshiwe ngemuva kokuthi imali engenayo yekota iphuthelwe yizilinganiso zeWall Street, naphezu kokuthi inkampani inyuse umbono wayo wonyaka wonke. Ukuthengisa kufinyelele ku-$180.11 million, kanti abahlaziyi babelindele u-$194.23 million.
Ibhizinisi layo lamafu licishe liphindwe kane lafika ku-$126 million, yize ukuthengiswa kwehadiwe kwehla. I-Cerebras iphinde yandisa umthamo wesivumelwano sayo esikhulu sekhompyutha esingu-$20 billion ne-OpenAI - ngakho indaba yokukhula isaphila kakhulu; abatshalizimali babefuna nje ukuthi ikhonzwe ishisa kakhulu. (Reuters)
I-Cisco ibikezela imali engenayo yonyaka ngaphezu kwezilinganiso zokusetshenziswa kwe-AI okuqhubekayo ↗
I-Cisco ibikezela imali engenayo yonyaka engaphezu kokulindelwe yi-Wall Street njengoba isidingo semishini yokuxhumana ngemuva kwamaqoqo e-AI siqhubeka sikhuphuka. Le nkampani iqophe ama-oda engqalasizinda ye-AI angama-$9.3 billion ngonyaka wayo wezimali wakamuva, okuhlanganisa nama-$4 billion kwikota yokugcina kuphela.
Noma kunjalo, amasheya ehle ngemva kwamahora njengoba abatshalizimali bethola inzuzo enkulu kanye namathemba asevele aphezulu. Ingqalasizinda ye-AI isiba yipayipi lemali elingavamile - kodwa kubonakala sengathi ngisho nepayipi lemali kudingeka lifafaze ngokushesha kulezi zinsuku. (Reuters)
I-Nebius inika amandla izilinganiso zangaphambilini njengoba amakhasimende egijimela ukuthola umthamo we-AI ↗
Umhlinzeki we-AI cloud uNebius wanqoba okulindelwe yimali engenayo yekota njengoba izinkampani zigijimela ukuvala amandla okusebenza okubalwa angavamile, okwenza amasheya azo akhuphuke kakhulu. Inani lezivumelwano ze-AI cloud licishe laphindeka kane, kanti izinkontileka ezine zilinganiselwa ku-$1 billion ngayinye.
I-Nebius iphinde yaphakamisa umgomo wayo womthamo wamandla futhi yathi isidingo sinamandla ngokwanele ukuthi ingathengisa wonke umthamo wayo ohleliwe wonyaka olandelayo ngokwemigomo yamanje. Ukushoda kwe-compute, ngandlela thile, kuyaqhubeka nokuziphatha njengempahla eseceleni kolwandle enama-GPU anamathiselwe. (Reuters)
Abenzi bamamodeli be-AI baseMelika bazwa ithuba ↗
Amamodeli aseShayina ashibhile futhi anekhono aphoqelela izinkampani ze-AI zaseMelika ukuthi ziphinde zicabange ngamasu azo. I-Meta ibuyela kumamodeli avulekile, kuyilapho iNvidia ithuthukisa izinhlelo ezinkulu ze-Nemotron ezihlose ukuncintisana nezinye izindlela ezihamba phambili ze-open weight.
Ezomnotho yizona ezibaluleke kakhulu. Amabhizinisi aya ngokuya engadingi imodeli engcono kakhulu yemingcele kuyo yonke imisebenzi, okwenza amamodeli avulekile ashibhile abe akhanga kakhulu futhi abeka ingcindezi eyengeziwe ezinhlinzekweni ezivaliwe ezibizayo ezivela ku-OpenAI kanye ne-Anthropic. (Reuters)
Imibuzo Evame Ukubuzwa
Kusho ukuthini ukushintshashintsha kwe-AI kwe-Google ku-Gemini naku-DeepMind?
I-Google ifaka i-DeepMind ngokuqinile esu layo elibanzi le-AI ngenkathi inikeza umakhi we-AI oyinhloko uKoray Kavukcuoglu igunya elikhulu. Kubikwa ukuthi uSergey Brin uphinde wakhuthaza amaqembu ukuthi agxile kakhulu ku-Gemini, okuhlanganisa nocwaningo lokuzithuthukisa kabusha. Izinguquko ziphakamisa ukuthi i-Google ifuna ukubambisana okuseduze nokusheshayo njengoba isebenza ukuqinisa i-Gemini ngokumelene namamodeli emingcele ancintisanayo.
Kungani kubikwa ukuthi imodeli elandelayo ye-AI yeGemini ibambezelekile?
Kubikwa ukuthi imodeli elandelayo ye-Gemini evelele ibhekane nokubambezeleka ngemuva kokusala ngemuva kwabancintisana nabo ezindaweni ezifana nokubhala amakhodi. Ukuguqulwa kwabaphathi be-Google kubonakala sengathi kuhloswe ngandlela thile ukuthuthukisa ukubambisana phakathi kocwaningo lwe-AI, ukuthuthukiswa komkhiqizo, kanye nobuholi. Isakhiwo esihlanganisiwe kakhulu singasiza inkampani ukuthi isabele ngokushesha lapho ukusebenza kwemodeli kungaphansi kokulindelekile kwangaphakathi noma kokuncintisana.
Kungani izinkampani zokubhala amakhodi ze-AI ezifana ne-CodeRabbit kanye ne-Lovable ziheha utshalomali olungaka?
Abatshalizimali basekela izinkampani ezikhonza izingxenye ezahlukene zomsebenzi wesofthiwe ye-AI okhula ngokushesha. I-Lovable isiza abasebenzisi ukwakha izinhlelo zokusebenza ngemiyalelo yolimi lwemvelo, kuyilapho i-CodeRabbit igxile ekubukezeni kokubili ikhodi ekhiqizwe yi-AI kanye nekhodi ebhalwe ngabantu. Njengoba i-AI ikhiqiza isofthiwe eyengeziwe, amathuluzi okudala, ukuhlola, kanye nokugcina leyo software ingaba izingxenye eziwusizo kakhulu zenqubo yokuthuthukisa.
Yini eqhuba isidingo sengqalasizinda ye-AI evela ku-Cisco no-Nebius?
Izinkampani zisebenzisa imali eningi kunethiwekhi, umthamo wefu, kanye nezinsizakusebenza zekhompyutha ezidingekayo ukuze kuqhutshwe umthwalo wemisebenzi we-AI omkhulu ngokwandayo. I-Cisco ibike imiyalo eqinile yengqalasizinda ye-AI, kanti uNebius uthe amakhasimende ayegijima ukuze athole umthamo wokubala ngezivumelwano ezinkulu zefu. Izibalo ziphakamisa ukuthi isidingo sisalokhu siqinile kuzo zombili izinsizakalo zenethiwekhi ezingokoqobo kanye nezinsizakalo zefu ze-AI ezikhethekile.
Kungani amasheya eCerebras ehla naphezu kwesidingo esikhulu sama-AI chips?
Amasheya eCerebras ehle ngemuva kokuba imali engenayo yekota ifike ngaphansi kwalokho obekulindelwe yiWall Street, ngisho noma inkampani ikhuphule umbono wayo wonyaka wonke. Ibhizinisi layo lamafu likhule kakhulu, kuyilapho ukuthengiswa kwehadiwe kwehla. Ukusabela kukhombisa ukuthi isidingo esinamandla sesikhathi eside se-AI asivikeli inkampani ekudumazekeni kwemakethe yesikhashana lapho imali engenayo noma eminye imiphumela ebhekwe eduze ingaphansi kwalokho okulindelwe ngabatshalizimali.
Kungani izinkampani zaseMelika ze-AI ziba nesithakazelo esikhulu kumamodeli avulekile?
Amamodeli aseShayina ashibhile futhi anekhono afaka ingcindezi enkulu ezinkampanini ze-AI zase-US ukuthi zinikeze ezinye izindlela zokuncintisana. I-Meta ibuyela kumamodeli avulekile, kuyilapho iNvidia ithuthukisa izinhlelo ezinkulu ze-Nemotron. Emisebenzini eminingi yebhizinisi, abasebenzisi bangase bakhethe imodeli engabizi kakhulu esebenza kahle ngokwanele kunokukhokhela imodeli enamandla kakhulu etholakala.