I-Google ihlela i-chip entsha ukuze isebenzise amamodeli e-Gemini ngempumelelo, kubika i-Information ↗
Kubikwa ukuthi i-Google ithuthukisa i-chip yeseva efaka izingxenye ze-Gemini ngqo kwi-hardware. Le phrojekthi, ebizwa ngokungahleliwe ngokuthi “i-Frozen v2”, yenzelwe ukunikeza izimpendulo ze-AI ngenkathi isebenzisa amandla amancane kakhulu okusebenzisa ikhompyutha.
I-chip ingaletha amathokheni amaningi ngokuphindwe kasithupha kuya kweshumi ngeyunithi kagesi kunehadiwe yakamuva ye-AI eyenziwe ngokwezifiso ye-Google. Lokho kuzwakala kungavamile... yize umklamo usaqedwa.
Le phrojekthi izohlala eceleni kwama-TPU akhona e-Google kunokuba iwathathe indawo yawo, njengoba inkampani ibhekene nobunzima bomthamo we-AI okubikwa ukuthi kuphoqe i-Google Cloud ukuthi yenqabe amanye amadili amakhasimende.
I-Moonshot yaseShayina imisa ukubhalisa kukaKimi ngenxa yesidingo esikhulu, ukucindezelwa kwe-IPO ↗
I-Moonshot AI iyeke okwesikhashana ukwamukela okubhaliselwe okusha kwe-Kimi ngemuva kokuba isidingo semodeli yayo ye-K3 sidlule amandla okusebenzisa ikhompyutha atholakalayo.
I-K3 inamapharamitha ayizigidigidi ezingu-2.8, futhi ukuthandwa kwayo kuye kwadalula iqiniso elibi ngemuva kwamamodeli anamandla - isofthiwe ehlakaniphile isadinga inqwaba yama-chips nogesi.
Le nkampani entsha yaseShayina nayo ifuna imali entsha futhi ihlola uhlu lwezinkampani ezizothengiswa eHong Kong. Kubikwa ukuthi ixoxe ngalolu hlelo nabeluleki bezezimali ngemuva kokuqoqa izigidigidi kubatshalizimali.
Ijaji lase-US livumile ukuxazululwa kwecala le-copyright lika-Anthropic elibiza amaRandi ayizigidi eziyizinkulungwane ezingu-1.5 ↗
Ijaji likahulumeni livumile isivumelwano sika-Anthropic samaRandi ayizigidi eziyizinkulungwane ezingu-1.5 nababhali abasola inkampani ngokusebenzisa izincwadi ezintshontshiwe ngenkathi ithuthukisa uClaude.
Kuyinkokhelo enkulu kunazo zonke eyaziwayo ecaleni le-copyright lase-US kanye necala lokuqala elikhulu lokuqeqeshwa kwe-AI ukufinyelela esivumelwaneni. Ababhali nabashicileli abafanelekile abangaphezu kuka-91% bafake isicelo sesabelo.
Inkantolo yayithole ngaphambilini ukuthi ukuqeqeshwa kwe-AI ezincwadini kungafaneleka njengokusetshenziswa okufanele, kuyilapho igxeka ngokwehlukana ukugcina kwe-Anthropic izigidi zezincwadi eziphangiwe. Umugqa osemthethweni odwetshwe ngepensela, uma sikubeka kalula.
I-Hut 8 isayine isivumelwano sokuqasha isikhungo sedatha se-AI esingu-$9.8 billion, yakhangisa ngokugcwele ikhampasi yaseTexas ↗
Owayengumvukuzi we-crypto uHut 8 usayine isivumelwano sesibili seminyaka eyi-15 se-AI data-centre esibiza u-$9.8 billion nekhasimende elingadalulwanga igama lalo.
Lesi sivumelwano sihlanganisa ama-megawatt angu-352 futhi siphinda kabili inani lekhasimende elivunyelwene ngalo ekhempasini yaseTexas iHut 8. Inani lesisekelo senkontileka yale ndawo manje limi ku-$19.6 billion - ugesi usuphenduke umgqomo omusha kawoyela, cishe noma ngaphansi.
I-Hut 8 yakha kabusha ihholo layo lokuqala ledatha elizungeze ukwakheka kwe-Nvidia, yandisa umthamo ngo-57% ngaphandle kokwengeza ukufinyelela okwengeziwe komhlaba noma kwezinsizakusebenza.
I-Tempus izothenga umshini wokuhlola umdlavuza i-Personalis ngamaRandi ayizigidigidi eziyi-1.5 ↗
Inkampani yezokwelapha ngokunemba esebenza nge-AI iTempus ivumile ukuthenga i-Personalis ngesivumelwano esilinganiselwa ku-$1.5 billion.
Ukuthengwa kunikeza i-Tempus ukulawula i-NEXT Personal, ukuhlolwa kwegazi okudala isiginesha yezakhi zofuzo zomdlavuza wesiguli ngasinye kanye nokusesha iminonjana emincane eshiywe ngemuva kokwelashwa.
Lezo zimpawu zingaba zincane kakhulu ukuthi zitholakale kuma-scan avamile. Le nhlanganisela iqinisa ibhizinisi le-Tempus le-oncology, yize abatshalizimali basabela ngokucophelela esakhiweni sesivumelwano esinamasheya amaningi.
Ingabe ukuchuma kwe-AI chip kungaba yinkampani yokuqala ye-ASML Europe enama-trillion dollar? ↗
Isidingo sama-chip e-AI sisunduzele i-ASML cishe ekulinganisweni kwentengo okungamaRandi ayizigidigidi ezingama-700, okwandisa amathuba okuba ingaba yinkampani yokuqala yaseYurophu enama-trillion dollar.
I-ASML iyona kuphela ehlinzeka ngemishini ye-ultraviolet lithography edingekayo ukuze kukhiqizwe ama-chip athuthuke kakhulu emhlabeni. Izinhlelo zayo eziphambili sezicishe ziphelelwe yisikhathi, okuyinto edinga ulayini ogcwele.
Ukungaqiniseki okukhulu ukuthi ama-cloud giants azoqhubeka yini nokusebenzisa imali yawo enkulu ezindaweni zokugcina idatha. Noma kunjalo, abahlaziyi abaningana manje babona inani lama-trillion dollar lingaba yinto engenzeka... noma kubonakala kanjalo.
Imibuzo Evame Ukubuzwa
Kungani i-Google ithuthukisa i-chip entsha yamamodeli e-Gemini?
Kubikwa ukuthi i-Google ithuthukisa i-chip yeseva ethi “Frozen v2” ukuze inikeze izimpendulo ze-Gemini ngenkathi isebenzisa amandla amancane okusebenzisa ikhompyutha. Lo mklamo ungaletha amathokheni amaningi ngokuphindwe kasithupha kuya kweshumi ngeyunithi kagesi kunehadiwe yakamuva ye-AI yangokwezifiso ye-Google. Esikhundleni sokufaka esikhundleni sama-TPU e-Google, uzowasekela futhi usize ekunciphiseni ukucindezeleka kokufakwa kwamandla okusebenzisa i-AI.
Kungani i-Moonshot AI imise ukubhalisela okusha kwe-Kimi?
I-Moonshot AI iyeke okwesikhashana ukwamukela okubhaliselwe okusha kwe-Kimi ngemuva kokuthi isidingo semodeli yayo ye-K3 sidlule umthamo wokubala otholakalayo. Lokhu kumiswa kugcizelela inselelo eqhubekayo ku-AI yokukhiqiza: ngisho nesofthiwe eyinkimbinkimbi incike enanini elikhulu lama-chip, ugesi kanye nengqalasizinda yesikhungo sedatha. Kubikwa ukuthi i-Moonshot iphinde iqoqe imali futhi icabangela ukufakwa ohlwini okungenzeka e-Hong Kong.
Kusho ukuthini ukuqedwa kwe-copyright kwe-Anthropic ekuqeqeshweni kwe-AI?
Isivumelwano sika-Anthropic samaRandi ayizigidi eziyizinkulungwane ezingu-1.5 sixazulula izimangalo zokuthi izincwadi eziphangiwe zasetshenziswa ngesikhathi sokuthuthukiswa kukaClaude. Inkantolo yayibonise ukuthi ukuqeqesha imodeli ye-AI ezincwadini kungafaneleka njengokusetshenziswa okufanele, kuyilapho kubhekwa ukugcinwa kwamakhophi aphangiwe njengendaba ehlukile. Ngakho-ke leli cala liveza umehluko ocacile wezomthetho phakathi kokusebenzisa okuqukethwe ekuqeqeshweni kwemodeli nokuthola noma ukugcina lokho okuqukethwe ngokungemthetho.
Kungani ukuqashiswa kwezikhungo zedatha ze-AI kuba yigugu kangaka?
Amamodeli e-AI adinga amandla amakhulu ekhompyutha, ugesi kanye nengqalasizinda ekhethekile, okwenza amakhampasi amakhulu esikhungo sedatha abe yigugu kakhulu. Isivumelwano esisha seminyaka eyi-15 se-Hut 8 sihlanganisa ama-megawatt angu-352 futhi sinenani elibikiwe elingu-$9.8 billion. Le nkampani iphinde yaklama kabusha ihholo ledatha elizungeze ukwakheka kwe-Nvidia, yandisa amandla ngaphandle kokudinga ukufinyelela okwengeziwe komhlaba noma izinsiza.
Ukuthola komuntu siqu kungamsiza kanjani u-Tempus?
Ukuthola i-Personalis kuzonikeza i-Tempus ukulawula i-NEXT Personal, ukuhlolwa kwegazi okwenzelwe ukuthola iminonjana emincane yomdlavuza ngemva kokwelashwa. Ukuhlolwa kudala isiginesha yezakhi zofuzo yomdlavuza wesiguli ngasinye, bese kusesha izinto ezisele zesimila ezingase zingatholakali yi-scan evamile. Ukutholwa kuhloswe ukuqinisa ukusebenza kwe-Tempus kwezokwelapha okunembile kanye nomdlavuza.
Ingabe ukwanda kwama-chip e-AI kungenza i-ASML ibe yinkampani enama-trillion dollar?
I-ASML ingazuza ngoba iyona kuphela ehlinzeka ngemishini ye-ultraviolet lithography esetshenziswa kakhulu ukukhiqiza ama-chip athuthuke kakhulu. Isidingo esikhulu sama-chip e-AI sinyuse inani lawo lamanani lifinyelela ku-$700 billion, kuyilapho izinhlelo zawo eziphambili sezicishe zithengiswe. Ukufinyelela inani lama-trillion dollar kuzoncika kakhulu ekutheni izinkampani ezinkulu zamafu ziyaqhubeka yini nokwenza utshalomali olukhulu ezikhungweni zedatha kanye nama-semiconductor.