💸 I-Nvidia ne-AMD bazodlulisela u-15% wokuthengiswa kwama-chip e-AI e-China e-US
Ilungiselelo elingavamile - ingxenye yokuthobela imithetho yokuthumela kwamanye amazwe, ingxenye ye-diplomatic backchannel - kusho ukuthi lezi zinkunzi ezimbili ze-chip zizodlulisela cishe u-15% wokuthengiswa kwazo kwe-China AI accelerator okuncishisiwe eWashington. Lokhu kusebenza ku-H20 ye-Nvidia kanye, ngokusho kwemibiko, uhlu oluhambisanayo lwe-AMD.
I-Nvidia ithi ilandela nje imithetho; i-AMD… kahle, bayidlala eduze kwevesti. Abagxeki bayibiza ngokuthi “intela ngaphandle kokuyibiza ngokuthi intela,” yize igcina umnyango wemakethe yaseShayina uvulekile kancane. Umdanso ongavamile - i-tango enobushiqela kakhulu kunempi yezohwebo.
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🇨🇳 IBeijing ifuna imithetho ye-AI chip exegayo ezingxoxweni ezinkulu zokuhweba
Abaxoxisana baseShayina bafuna i-US ukuthi inciphise imingcele yememori ye-bandwidth ephezulu - izinto ezenza ama-AI GPU aphezulu azwakale kahle. NgesiNgisi esilula: vumela izinkampani ezifana neHuawei zihlangane ngaphandle kokukhubeka ngama-tripwire alawulayo.
Akukho kuqinisekiswa okusemthethweni okwamanje - isimo "sebhaluni lokuhlola" kakhulu - kodwa isignali inomsindo ngokwanele kangangokuthi awudingi ama-satellite e-spy ukuze uyiqaphele.
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🔒 Abezindaba bakahulumeni baseShayina bagxeka i-H20 yeNvidia ngokuthi “ayiphephile”
Isiteshi esixhunywe yi-CCTV sithi i-H20 ingafihla iminyango yangemuva noma ivumele ukuvalwa okukude - izinsolo zokuthi ifike ngesikhathi esifanele.
UNvidia uthi cha, ngisho noma kungasondelene. Akukho minyango yangemuva, akukho bhizinisi elihlekisayo. Noma kunjalo, lesi sinyathelo sizwakala sengathi ishashalazi - ukuma kwezokuphepha kuhlangana nezepolitiki ze-semiconductor - futhi akekho ofisa ukuqhafaza kuqala.
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⭐ URumble ucabanga ngesivumelwano samaRandi ayizigidi eziyi-1.2 ngomdlali we-German AI-cloud heavyweight
I-Rumble inesilinganiso semali engu-$1.17B ye-Northern Data yaseJalimane, iqoqa iyunithi yayo ye-Taiga ene-GPU-dense (cishe ama-Nvidia H100 angu-20,480 kanye nama-H200 angaphezu kuka-2,000) kanye nokusebenza kwesikhungo sedatha se-Ardent.
Lesi siphakamiso sihilela ukushintshana ngamasheya okuzoshiya abatshalizimali beNorthern Data bephethe cishe ingxenye yesithathu yeRumble. I-Tether - kakade ingumsekeli omkhulu - izongena endimeni yokuba ikhasimende le-GPU elisindayo.
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🇮🇩 Umbono we-"sovereign AI fund" wase-Indonesia uyaqala ukubonakala
Iphepha elimhlophe elisanda kushicilelwa lichaza uhlelo lwase-Indonesia lokwethula isikhwama se-AI esizimele phakathi kuka-2027 no-2029 - esenzelwe ukwenza izwe libe yisikhungo semizwa ye-AI yesifunda. Sizoqhutshwa yi-Danantara Indonesia ngemodeli yokutshalwa kwezimali yomphakathi neyangasese, kanye nezinzuzo zabatshalizimali bendawo ezifakiwe.
Noma kunjalo, indlela iyakhuphuka: ukushoda kwamakhono, ingqalasizinda engacacile, kanye nesabelomali socwaningo esincane konke kuyaphazamisa.
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🤖 “Abangane mbumbulu” esigodini esingavamile
Abangane abasebenzisa i-AI baqala ukusabela ngendlela exakile - elungisa kahle imizwa baze baqale ukuzizwa sengathi baxhumana nabantu. Abacwaningi baseVanderbilt bakhomba i-GoLaxy yaseShayina, okusolwa ukuthi isebenzisa la ma-AI ukusakaza i-propaganda ngesikhathi sangempela.
Umkhuba wokwelapha nge-inthanethi nawo uyakhula, kodwa abanye ochwepheshe bezempilo yengqondo baphawula ingozi abayibiza ngokuthi “i-AI psychosis.” Igama lodwa lizwakala njengenkulumo ye-dystopian Netflix.
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