🧱 I-Nvidia ifaka u-$2B ku-CoreWeave ukuze isheshise ukwakhiwa kwesikhungo sedatha sase-US ↗
I-Nvidia ifake u-$2B ku-CoreWeave, yaqinisa ubudlelwano bengqalasizinda obuseduze kakade - futhi yebo, imakethe yenze into ebikezelwayo yokuthi "oooh, umthamo we-AI owengeziwe".
I-CoreWeave iyibeke njengophethiloli wokwandisa isikhungo sedatha (umhlaba, ugesi, ukwakheka), hhayi nje isinyathelo sangemuva sokushintsha ama-chip amaningi. Noma kunjalo, lapho umthengisi wefosholo omkhulu efaka imali kumsebenzisi wefosholo oshesha kakhulu, umbhalo ongezansi uyabhala wona.
🧠 I-Microsoft iveze i-Maia 200, i-chip entsha ye-AI inference ↗
I-Microsoft yethule i-Maia 200 njengesisheshi sayo esilandelayo se-AI, esibekwe eduze kwemithwalo yemisebenzi yokuphetha - ingxenye ethi "sebenzisa imodeli ngesilinganiso" ebiza imali yangempela futhi ibeka buthule imingcele yakho konke okunye.
Bayibeka njengeyakhelwe injongo yokusetshenziswa kwe-Azure kanye nokusetshenziswa kwemodeli yesimanje, kanye nezimangalo ezijwayelekile mayelana nokusebenza kahle. Kufundeka njengoba iMicrosoft ithambekela kakhulu ekutheni “ngeke sithembele ku-silicon yabo bonke abantu kuze kube phakade”… noma okungenani siqhubekele kulolo hlangothi.
🎭 I-Synthesia icishe iphindwe kabili inani lentengo laya ku-$4bn ngemuva komjikelezo wokuxhaswa ngezimali ↗
I-Synthesia iphakamise uchungechunge olukhulu futhi yaphakamisa inani layo lafika ku-$4bn, okuyinto engavamile uma usacabanga ukuthi ama-avatar e-AI ayiqhinga nje. Kuvela ukuthi isabelomali sokuqeqesha izinkampani empeleni siyisisombululo esingenamkhawulo.
Bahlela umfutho njengesidingo sebhizinisi sokuqukethwe kwamavidiyo okusheshayo nokushibhile - kanye nokuqeqeshwa kwesitayela "sokulingisa indima" okubandakanyayo. Akuwona wonke umuntu othanda isimo sozakwabo bokwenziwa, kodwa ukwamukelwa kuyaqhubeka nokuqhubekela phambili noma kunjalo.
🚨 I-EU ivula uphenyo ngo-X ngezithombe zobulili zeGrok ngemuva kokugxekwa ↗
Abalawuli be-EU bavule uphenyo nge-X oluhlobene nokukhathazeka nge-Grok kanye nezithombe zocansi ezisakazwa epulatifomu. Ukungezwani okuyisisekelo kulula kakhulu: abalawuli bafuna ukwazi ukuthi i-X ihlole futhi yanciphisa yini umonakalo obikezelwayo, noma ithunyelwe kuqala futhi yasingatha umphumela kamuva.
I-angle ye-Digital Services Act ibalulekile ngoba ayigcini nje ngokuthunyelwe komuntu ngamunye - imayelana nokuphathwa kwezingozi okuhlelekile. U-X ukhombe imikhawulo nezinguquko, kodwa abalawuli babonakala begxile ekutheni izindlela zokuvikela zazanele yini empeleni.
🏛️ Uhulumeni wase-UK uthuthukisa i-Cambridge supercomputing ye-AI Research Resource ↗
Uhulumeni wase-UK umemezele uxhaso olwengeziwe lokwandisa amandla okubala e-AI Research Resource eCambridge. Inkulumo ithi "ukufinyelela okwengeziwe ekubaleni okujulile kocwaningo," okube yisithiyo isikhathi eside.
Iphinde ifake phakathi kwezinhlelo eziningi zase-UK eziphathelene nokusetshenziswa kwedatha kanye nezinsizakalo zomphakathi. Ungakufunda njengokutshalwa kwezimali okusebenzayo, noma njenge-UK ezama ukugcina unyawo emjahweni we-AI ngenkathi wonke umuntu ephakamisa ama-GPU.
📝 I-DOT ihlela ukusebenzisa i-Google Gemini ukusiza ekubhaleni imithetho yezokuthutha ↗
I-ProPublica ibike ukuthi uMnyango Wezokuthutha wase-US uhlola ukusebenzisa i-Gemini kaGoogle ukubhala imithetho, lapho abantu bebuyekeza umkhiqizo. Kuzwakala kusebenza kahle ephepheni, kuze kube yilapho umbono ongabonakali ungena kumbhalo ongezansi bese uthinta umphumela wangempela.
Ukubuyela emuva ekubikeni kumayelana nokuziphendulela kanye nengozi - ukwenza imithetho akuyona into ebhalwe kubhulogi. Ngokombono, i-AI ingasiza ekuhleleni uhlaka kanye nokungahambisani okubonakalayo, kodwa kuphela uma ukungalungi kukhulu futhi inqubo isobala - futhi leyo yingxenye evame ukuba yi-hand-wavy.
Imibuzo Evame Ukubuzwa
Kusho ukuthini ukutshala imali kweNvidia engu-$2B ku-CoreWeave engqalasizinda ye-AI e-US?
Kubonisa ubudlelwano obuqinile phakathi komhlinzeki omkhulu wama-chip kanye nomhlinzeki wefu le-GPU okhula ngokushesha. I-CoreWeave ichaza le mali njengoxhaso lokukhulisa isikhungo sedatha, okuhlanganisa umhlaba, ugesi, kanye nokwakhiwa. Empeleni, lokho kungahunyushwa kube amandla esikhathi esifushane okuqeqesha nokusebenzisa amamodeli. Kuphakamisa nemibuzo mayelana nokuthi ukuhlinzekwa kwengqalasizinda ye-AI kanye nesidingo kuhambisana kangakanani ngokuqondile.
Iyini i-Maia 200 ye-Microsoft, futhi kungani ibekwe eduze kokuqagela?
I-Maia 200 iyisisheshi se-AI esilandelayo se-Microsoft esihlose ukuqagela - ukusebenzisa amamodeli ngobukhulu ekukhiqizeni. Ukuqagela yilapho izindleko zinganqwabelana khona ngokushesha ngoba kuxhunywe kuthrafikhi yomsebenzisi wangempela kanye nezinsizakalo ezihlala zivuliwe. I-Microsoft iyibeka njengeyakhelwe injongo yokufakwa kwe-Azure kanye nokukhonza imodeli yesimanje. Umyalezo obanzi ukwehlisa ukuthembela kwesikhathi eside ku-silicon yangaphandle ngokwakha izinketho eziningi zangaphakathi.
Kungani izinkampani ze-AI avatar ezifana ne-Synthesia zithola amanani aphezulu kangaka?
Inkulumo iqondile: amabhizinisi afuna ukudalwa kwamavidiyo okusheshayo nokushibhile kokuqeqeshwa kanye nokuxhumana kwangaphakathi. I-Synthesia incike ekudingweni kokuqukethwe kwezinkampani kanye nezindlela zokuqeqesha zesitayela "sokulingisa indima" ezisebenzisana kakhulu. Leso simo sokusetshenziswa kwezentengiselwano singaba nzima ngoba sitholakala ngaphakathi kwesabelomali sokuqeqesha esiphindaphindayo. Ngesikhathi esifanayo, ezinye izinhlangano zihlala ziqaphile ngomuzwa "wozakwabo bokwenziwa" nokuthi ufika kanjani ngokwesiko.
Yini i-EU eyiphenyayo ngezithombe zika-X noGrok ezihambisana nocansi ngaphansi koMthetho Wezinsizakalo Zedijithali?
Ukugxila akukhona nje kuphela ezikhundleni ngazinye, kodwa futhi kungakhathaliseki ukuthi i-X ihlole futhi yanciphisa yini izingozi ezihleliwe ezingabikezelwa. Kubonakala sengathi abalawuli babuza ukuthi ngabe izindlela zokuvikela zaklanywa futhi zaphoqelelwa ngendlela evimbela imiphumela eyingozi ngezinga elikhulu. I-X ikhombe emikhawulweni nasezinguqukweni, kodwa ucwaningo lugxile ekwanele kokuphathwa kwengozi ekusebenzeni. Kuyisivivinyo sokuthi i-DSA isebenza kanjani ezicini zokukhiqiza ezihamba ngokushesha.
Iyini i-AI Research Resource yase-UK eCambridge, futhi kungani ukubala okwengeziwe kubalulekile?
I-AI Research Resource ibekwe njengendlela yokwandisa ukufinyelela kokubala okungathi sína kocwaningo, obekulokhu kuyisithiyo eside. Umthamo owengeziwe ungasiza amanyuvesi nabacwaningi ukuthi benze izivivinyo ezinkulu futhi baphinde basheshe. Lesi simemezelo siphinde sihambisane nemizamo ebanzi yase-UK mayelana nokusetshenziswa kwedatha kanye nezinsizakalo zomphakathi. Empeleni, kuwumzamo wokugcina ucwaningo lwasekhaya luncintisana njengoba isidingo somhlaba wonke sama-GPU sikhuphuka.
Ingabe uMnyango Wezokuthutha wase-US ungayisebenzisa ngokuphephile i-Google Gemini ukusiza ekubhaleni imithethonqubo?
Kungasiza ekuhleleni ama-draft, ukufingqa okufakwayo, kanye nokubona ukungahambisani, kodwa kuphela ngokubheka okunamandla komuntu. Ingozi eyinhloko ukuthi umbhalo ongaqondakali noma odukisayo ungangena ekwakhiweni kwemithetho, lapho imininingwane inemiphumela yangempela. Indlela evamile ukuphatha umkhiqizo we-AI njengombhalo wokuqala, bese kudinga ukuqinisekiswa okuqinile, ukuziphendulela okucacile, kanye nemibhalo esobala. Ngaphandle kwalokho, "ukusebenza kahle" kungaba yisibopho sokubusa.