🛡️ I-OpenAI ibeka izivikelo zesivumelwano sayo sokuzivikela esiyimfihlo ↗
I-OpenAI ishicilele incazelo ecacile yesivumelwano sayo sokusebenzisa izinhlelo ze-AI ezithuthukisiwe ezindaweni ezihlukanisiwe zemishini yezokuvikela yase-US. Umyalezo oyinhloko: “yebo, kodwa ngemithetho,” futhi i-OpenAI isebenza kanzima ukuklama leyo mithetho njengengenakuxoxiswana ngayo.
Bachaza “imigqa ebomvu” emithathu - akukho ukubhekwa okukhulu kwasekhaya, akukho ukuqondiswa kwezikhali okuzenzakalelayo, kanye nokwenza izinqumo ezizenzakalelayo ezibucayi. Kufundeka njengo-OpenAI ethi: sizosebenzisana nawe, kodwa asikuniki irobhothi elisebenzisa i-plug-and-play njengejaji-ijaji-isibhamu… noma kubonakala kanjalo.
🧠 Kubikwa ukuthi iNvidia ilungiselela ipulatifomu entsha ye-inference chip ↗
Kuthiwa iNvidia ihlela iprosesa/ipulatifomu entsha ehlose ukusheshisa "ukucabanga" kwe-AI - ingxenye lapho amamodeli aphendula khona, hhayi ingxenye lapho afunda khona. Yilowo msebenzi wonke umuntu avele awuthanda, ngoba abasebenzisi abakuthandi ukulinda, ngokubikezelayo.
Umbiko uchaza lokhu njengempendulo yokuthi imakethe ishintshe kusukela “ekuqeqesheni okukhulu” kuya “ekukhonzeni ngokushesha nangokushibhile,” kanti iNvidia ifuna ukugcina amandla ayo ngenkathi izimbangi eziningi zakha i-silicon eyenziwe ngokwezifiso. Ukwanda kwe-AI sekuqala ukuzwakala njengekhishi lokudlela - ukuqeqeshwa kuyindlela yokulungiselela, ukuphetha ngokuthi ukudla kwakusihlwa kuyashesha, futhi wonke umuntu uyakhala.
💰 I-OpenAI ivala umjikelezo omkhulu wokuxhaswa ngemali ongama-$110B ↗
I-OpenAI imemezele umjikelezo omkhulu wokuxhasa ngemali ohlanganisa amaRandi ayizigidigidi eziyi-110, kanti i-Amazon, iNvidia, kanye neSoftBank baqanjwe njengabasekeli abakhulu. Inombolo eyinhloko inkulu kakhulu kangangokuthi ayibe isazizwa njengemali futhi iqala ukuzizwa sengathi… isimo sezulu.
Imininingwane ephawulekayo: I-AWS ibekwe njengomhlinzeki wamafu weqembu lesithathu okhethekile we-OpenAI Frontier (ipulatifomu yayo yokuphathwa kwe-ejenti yebhizinisi), kuyilapho ubudlelwano obukhona beMicrosoft buhlala bukhona kwezinye izingxenye ze-stack ye-OpenAI. Ngakho-ke yebo, "bukhethekile" ... kodwa futhi abukhethekile, kuye ngokuthi ubheke luphi uhlangothi.
🏗️ Indaba ethule ye-AI boom: izivumelwano zengqalasizinda zamadola ayizigidigidi ↗
Uchungechunge lwezibophezelo ezinkulu (futhi ezingenangqondo kancane) zesikhungo sedatha kanye nengqalasizinda ngemuva komncintiswano wezikhali ze-AI wamanje. Okufanele ukwenze ukuthi ukubambisana kwamafu, amandla kagesi, kanye nokuthengwa kwekhompyutha manje sekuyindaba yangempela - amamodeli ayizinkanyezi, kodwa abasebenza esiteji bathola umholo.
Okumangalisayo ukuthi ubudlelwano "bomlingani oyinhloko wekhompyutha" sebujwayelekile kangakanani - akusikho ukuthi "ubani onomodeli ongcono kakhulu" kodwa "ubani onomzila omkhulu kakhulu wama-GPU, amandla, kanye nokupholisa." Ngomoya, kunikeza "abanikazi bamafutha," ngaphandle kokuthi uwoyela ungama-electron kanti abanikazi bamafutha bangabakhulisi be-hyperscalers.
🧷 Amamodeli amasha okushumeka okusesha/i-RAG adidayo ↗
I-Perplexity ikhiphe amamodeli amabili okushumeka komthombo ovulekile ahloselwe ukubuyisa ikhwalithi ephezulu - izinto ze-vector ezingemuva kwezigcawu ezenza ukusesha kanye ne-RAG kuzwakale kungafanele ukuqagela. Akuyona uhlobo lwezindaba ze-AI oludumile kakhulu, kodwa uhlobo olushintsha buthule lokho onjiniyela abangakuthumela.
Iphimbo lisebenza kahle kakhulu futhi izindleko zememori ziphansi kakhulu, okubalulekile uma usebenzisa ukubuyisa ngezinga eliphezulu futhi i-infra bill yakho isivele ikhala. Ukushumeka kufana nokufaka amapayipi - akekho oziqhayisa ngakho emaphathini, kodwa indlu yonke iyagcwala ngaphandle kwawo.
🧑💼 I-Microsoft igqamisa izici ezintsha ze-Copilot kanye nezibuyekezo ze-ejenti ↗
I-Microsoft ithumele isifinyezo sayo sakamuva sokubuyekezwa kwe-Copilot, incike “kuma-ejenti” asiza ukuphatha umsebenzi - okuhlanganisa nomqondo we-Project Manager Agent ogxile ekuhleleni, ekuhleleni, nasekulandeleleni imisebenzi. Ukushintsha kancane kusuka ku-“AI ibhala umbhalo” kuya ku-“AI ishukumisa ukuhamba komsebenzi,” oku... kokubili okuwusizo futhi okwesabisayo kancane.
Amanothi okukhishwa afundeka njengeqembu lomkhiqizo elifundisa amabhizinisi ngokucophelela ukuthemba ukuzenzakalela ngomunwe owodwa ngesikhathi. Akuyona i-autopilot ephelele - kufana nokulawula ukuhamba ngesikebhe ngedeshibhodi ekhuluma kakhulu.
Imibuzo Evame Ukubuzwa
Yiziphi izindlela zokuvikela i-OpenAI ezibekelwe ukusebenzisa i-AI ezindaweni zokuzivikela ezihlukanisiwe?
I-OpenAI ichaza ukuma kwayo ngokuthi “yebo, kodwa ngemithetho” uma kukhulunywa ngokufaka izinhlelo ezithuthukisiwe ezindaweni ezihleliwe. Idweba imigqa emithathu ebomvu ekhanyayo: akukho ukubhekwa okukhulu kwasekhaya, akukho ukuqondiswa kwezikhali okuzenzakalelayo, kanye nokwenza izinqumo ezizenzakalelayo ezibucayi. Ukugcizelela kusho ukubamba iqhaza okunemibandela kunokuba kube ukuhlola okungenalutho. Empeleni, kufundeka njengomzamo wokuvimba izimo "zamajaji/amajaji/imicibisholo" ezixhunyiwe futhi zidlalwa.
Kungani iNvidia igxile kumapulatifomu amasha e-inference chip esikhundleni sehadiwe yokuqeqesha?
Umbiko ukhomba ukujika kwemakethe kusukela "ekuqeqesheni okukhulu" kuya "ekukhonzeni ngokushesha nangokushibhile." Ukuqagela yilapho abantu beqaphela khona ukubambezeleka nalapho izindleko zihlangana khona ngezinga elikhulu, ngakho-ke ingcindezi yokwenza ngcono ifika lapho kuqala. Kubonakala sengathi iNvidia ibeka iprosesa/ipulatifomu entsha ukuze ibambe ubuholi bokusebenza njengoba izimbangi eziningi zilandela i-silicon yangokwezifiso. Ukwanda kwe-AI sekuqala ukuvuza ukusebenza kahle kwesidlo sakusihlwa, hhayi nje ukulungiselela.
Kusho ukuthini umjikelezo wokuxhaswa ngemali we-OpenAI ongu-$110B kubambiswano bamafu njenge-AWS ne-Microsoft?
Lesi sibuyekezo sichaza umjikelezo omkhulu wamaRandi ayizigidi eziyi-110, lapho i-Amazon, i-Nvidia, ne-SoftBank ziqanjwe njengabasekeli abakhulu. Enye imininingwane ebalulekile ukuthi i-AWS ibekwe njengomhlinzeki wamafu wesithathu okhethekile we-OpenAI Frontier (ipulatifomu yayo yokuphatha ama-ejenti ebhizinisi). Okwamanje, ubudlelwano obukhona beMicrosoft busekhona kwezinye izingxenye ze-stack ye-OpenAI. Ngakho-ke incazelo yegama elithi “okukhethekile” ivula ukuthi usho ukuthini umkhiqizo.
Kungani izivumelwano zesikhungo sedatha kanye nengqalasizinda zamadola ayizigidigidi ziba indaba yangempela yokukhula kwe-AI?
Lo mbhalo uphikisana ngokuthi amandla kagesi, ukupholisa, amapayipi e-GPU, kanye nokuthengwa kwekhompyutha kube yizithiyo eziyinhloko. Amamodeli athatha izihloko zezindaba, kodwa ingqalasizinda inquma ukuthi ubani ongawasebenzisa futhi awakhulise ngokuvumelana. Ubudlelwano "nomlingani oyinhloko wekhompyutha" buyanda njengoba izinkampani zivala ukunikezwa kanye nomthamo. Ekukhuleni kwe-AI, abashayeli besiteji - ama-electron kanye ne-logistics - bavame ukunquma umbukiso.
Yini eshintsha amamodeli okushumeka omthombo ovulekile kaPerplexity ekusesheni nasekusebenzeni kwe-RAG?
I-Perplexity ikhiphe amamodeli amabili okushumeka komthombo ovulekile ahlose ukubuyisa okunamandla - ungqimba lwe-vector olwenza ukusesha kanye ne-RAG kuzwakale kungavamile ukuqagela. Iphimbo ligcizelela ikhwalithi ephezulu enezindleko zememori eziphansi kakhulu, okubalulekile lapho ukubuyisa kusebenza ngezinga. Kumaqembu athumela izinhlelo ze-RAG, ukushumeka kuyindlela yokulungisa: akukhazimuli, kodwa kunquma ukubaluleka, ukubambezeleka, kanye nokusetshenziswa kwengqalasizinda.
Yiziphi izibuyekezo ezintsha ze-Copilot "ejenti" ye-Microsoft, futhi zingathinta kanjani umsebenzi wansuku zonke?
Iqoqo le-Microsoft liqokomisa ama-ejenti aklanyelwe ukusiza ukuphatha umsebenzi, okuhlanganisa nomqondo we-Project Manager Agent wokuhlela, ukuhlela, nokulandelela imisebenzi. Ithoni iphakamisa ukwamukelwa kwebhizinisi kancane kancane: "ukulawula ukuhamba ngesikebhe" kakhulu kune-autopilot ephelele. Empeleni, kubonisa ukuthi i-Copilot idlula ukubhala umbhalo ibe yizithiyo zomsebenzi kanye nokuxhumanisa imisebenzi. Kungasiza, kodwa futhi kushintsha ukuthi amaqembu athembele kangakanani ezenzakalelayo usuku nosuku.