💸 I-CoreWeave ithole imali mboleko engu-$8.5 billion yokwandisa ingqalasizinda ye-AI ↗
I-CoreWeave ithole iphakheji entsha enkulu yokuxhasa ngezimali ukuze iqhubeke nokunikeza amandla i-computing beast. Le nkampani ithe lesi sikhungo sokudonsa okubambezelekile sizosekela ukukhuliswa kwepulatifomu yayo yamafu e-AI, ezwakala ihambisana kahle nalesi sigaba semakethe - ama-GPU amaningi, izikhungo zedatha eziningi, izikweletu eziningi, nokuningi kwakho konke.
Ekuqaleni ingaboleka cishe amaRandi ayizigidigidi eziyi-7.5, kanye nesinyathelo esifinyelela kumaRandi ayizigidigidi eziyi-8.5 njengoba izimpahla zizinzile. UMorgan Stanley kanye ne-MUFG bahlele lesi sivumelwano ngokubambisana, uGoldman Sachs kanye noJPMorgan bajoyina, kanti iBlackstone Credit & Insurance yasiqinisa - uphawu olucacile lokuthi lokhu akuseyona indaba yebhizinisi elisha. (Reuters)
🧠 I-Nvidia ibheja amaRandi ayizigidi eziyizinkulungwane ezimbili kuMarvell njengoba umncintiswano wokwamukelwa kwe-AI ukhula ↗
I-Nvidia ifake amaRandi ayizigidi eziyizinkulungwane ezimbili kuMarvell, futhi umbhalo ongezansi ucacile - hlala uphakathi, ngisho noma amakhasimende amaningi ephendukela kuma-chip enziwe ngokwezifiso. Ifundeka njengokuzivikela nokukhulisa ngasikhathi sinye.
Lesi sivumelwano sihlanganisa i-silicon kanye nemishini yokuxhumana ye-Marvell ngokwezifiso ohlelweni lwe-Nvidia, kugxilwe kakhulu kuma-optical interconnect kanye nama-silicon photonics. Kalula nje: ukunyakaza kwedatha okusheshayo, okusebenzisa amandla amaningi ngaphakathi kwezinhlelo ezinkulu ze-AI, okuye kwaba ngenye yezithiyo zangempela, hhayi nje umncintiswano ngamalungelo okuqhosha ama-chip aluhlaza. (Reuters)
💬 I-Salesforce imemezela ushintsho olukhulu lwe-AI lwe-Slack, olunezici ezintsha ezingu-30 ↗
USlack uthole i-AI gloss-over enkulu - noma ukukhanya, kuye ngokuthi ubekezelela kanjani ama-demo esofthiwe yebhizinisi. I-Salesforce yembule izici ezintsha ezingu-30, kanti ukucindezela okukhulu kugxile ekwenzeni i-Slackbot ibe njenge-ejenti futhi ibe nekhono elikhudlwana emisebenzini yansuku zonke.
Okungeziwe okuvelele amakhono e-AI angasetshenziswa kabusha, avumela abantu ukuthi bachaze imisebenzi ephindaphindwayo i-Slackbot engayenza kuzo zonke iziteshi, izinhlelo zokusebenza, kanye nedatha yenkampani. I-Salesforce ibeka ikusasa lapho uthayipha khona into elula njengokuthi "dala isabelomali," bese i-bot iphatha ukuzingela abantu abazofuna imali, uhlaka, ngisho nokusethwa komhlangano. Mhlawumbe okuningi. Noma kunjalo, lokho kuyiphuzu. (TechCrunch)
🛡️ Izinkampani ze-AI ezifuna ukusebenza nesifundazwe saseCalifornia kuzodingeka zihlangabezane nezindinganiso ezintsha zobumfihlo kanye nokuphepha. ↗
ICalifornia ithathe isinyathelo sokuqinisa izikulufo kubathengisi be-AI abafuna ibhizinisi likahulumeni. Lokho kubalulekile ngoba, ngenkathi iWashington iqhubeka nokuzulazula ngemithetho ebanzi ye-AI, izifundazwe zisathola izindlela zokubeka izivikelo ezisebenzayo lapho kukhulunywa ngokuthengwa kwempahla.
I-Verge ibika ukuthi izindinganiso ezintsha ziza ngomyalo wokuphatha ovela kuMbusi uGavin Newsom. Ngakho-ke lokhu akuphathelene nokukhuluma okukhazimulayo kwemodeli yomngcele kodwa kumayelana nesandla esijwayelekile - uma ufuna izinkontileka zikahulumeni, hlangana nomugqa wobumfihlo nokuphepha kuqala. Akuyona into ekhangayo, kodwa ivame ukunamathela. (I-Verge)
🚪 U-Yepp uyavala ngemuva kokuqoqa u-$33M kuChris Dixon we-crypto ye-a16z ↗
Yebo, inkampani entsha evumela abasebenzisi ukuthi baqhathanise imiphumela evela kumakhulu amamodeli e-AI futhi banikeze impendulo ngalokho okusebenze kahle kakhulu, iyavala kungakapheli nonyaka ngemuva kokwethulwa. Lokho kuyinhlekelele engavamile enkampanini eneqembu elikhulu lemikhiqizo kanye namagama amaningana amahle kakhulu azungezile.
Abasunguli bathi umkhiqizo awukaze ulingane ngokwanele, yize i-Yupp yayibhalise abasebenzisi abayizigidi ezingu-1.3 futhi yayiqoqa izigidi zezimpawu zokukhetha ngenyanga. Ushintsho lucishe lube yinto engenakwenzeka: I-AI yahamba ngokushesha kangangokuthi into eyakhelwe ukusiza ukuhlola amamodeli yanqotshwa amamodeli ngokwawo. (TechCrunch)
🍎 I-Apple ihlola isici se-Siri esiphatha imiyalo eminingi ngesikhathi esisodwa, ngokusho kweBloomberg News ↗
Kubikwa ukuthi i-Apple ihlola isici se-Siri esingacubungula izicelo eziningi kumbuzo owodwa, okuzwakala kulula kubasizi be-AI banamuhla, kodwa ku-Siri kuphawula ushintsho olukhulu. Kubonakala sengathi i-Apple ishintshashintsha kusukela kumsizi iye ku-chatbot, yize ingase ingakubizi kanjalo okwamanje.
I-Reuters ithi lesi sici sakhiwa ezinhlelweni zokusebenza ze-Apple ezizayo, kanti ukuvuselelwa kwe-Siri okubanzi kuhlobene nobuchwepheshe be-Gemini futhi kulindeleke ukuthi kuboniswe ku-WWDC ngoJuni 8. Ukufunda kabanzi kulula - i-Apple isabonakala sengathi iyafinyelela, kodwa ekugcineni ihamba ngokushesha okukhulu. (Reuters)
⚡ Ukusetshenziswa kwe-AI kwe-Big Tech okubiza amaRandi ayizigidigidi ezingama-635 kubhekene nokuhlolwa kokushaqeka kwamandla, kusho i-S&P Global ↗
Enye yezindaba ezinkulu ze-AI kwakungeyona neze ukwethulwa komkhiqizo - kwakuyibhili. I-S&P Global yaxwayisa ngokuthi ukusatshalaliswa kwengqalasizinda ye-AI enkulu okuhlelwe yi-Microsoft, i-Amazon, i-Alphabet, ne-Meta kungavivinywa ukucindezeleka ngokukhuphuka kwezindleko zamandla kanye nokungazinzi okukhulu kwezepolitiki.
Inombolo ebalulekile ibanzi ngokwanele ngokwayo: $635 billion ekusetshenzisweni kwemali okuhleliwe okuhlobene ne-AI kulo nyaka, kusuka ku-$383 billion ngonyaka odlule. Okubalulekile ukuthi izikhungo zedatha ziyizitofu ezincane ezifuna ugesi, ngakho-ke uma amandla ehlala ebiza kakhulu, ukwanda kwe-AI kuqala ukubukeka njengerokhethi futhi kufane netroli yokuthenga enesondo elilodwa eliphukile. (Reuters)
Imibuzo Evame Ukubuzwa
Kungani ingqalasizinda ye-AI ithola uxhaso olukhulu kangaka lwezimali njengamanje?
Ingqalasizinda ye-AI idonsa imali eningi ngoba isidingo se-compute, ama-GPU, kanye nomthamo wesikhungo sedatha siyaqhubeka nokwenyuka. Kulesi sifinyezo, imali mboleko ye-CoreWeave eyizigidigidi zamaRandi ibonisa ukuthi abatshalizimali basakholelwa ukuthi isidingo esikhulu samafu e-AI sinendawo yokukhula. Iphethini ebanzi ilula: izinkampani zifuna umthamo owengeziwe manje, noma ngabe lokho kusho ukuthatha isikweletu esikhulu ukuze sakhe ngokushesha.
Isho ukuthini imali mboleko yeCoreWeave engu-$8.5 billion emakethe ye-AI?
Kusikisela ukuthi ingqalasizinda ye-AI ayisaxhaswa njengokubheja okuqagelayo. Isikhungo salobo bukhulu, esisekelwa amabhange amakhulu nezinkampani zezikweletu, sikhomba esigabeni esivuthiwe nesidinga imali eningi emakethe. Kuphinde kubonise ukuthi ukwandisa amapulatifomu efu le-AI manje kuncike kakhulu esakhiweni sezimali kanye nokuzinza kwempahla kanye nasekufisweni kobuchwepheshe.
Kungani iNvidia itshale imali kuMarvell esikhundleni sokwakha yonke into ngokwayo?
Lokhu kuthutha kubonakala kuyindlela yokuthi iNvidia ihlale iphakathi njengoba amakhasimende amaningi ehlola ama-chip enziwe ngokwezifiso kanye nenethiwekhi ekhethekile. I-Marvell iletha i-silicon enziwe ngokwezifiso, ama-optical interconnect, kanye ne-silicon photonics ukuze ivumelane eduze ne-ecosystem ye-Nvidia. Lokho kubalulekile ngoba izinhlelo ze-AI ziya ngokuya zivinjelwe hhayi ngama-chip kuphela, kodwa nangendlela idatha engahamba ngayo ngokushesha nangendlela ephumelelayo phakathi kwawo.
I-Slack ishintsha kanjani ngazo zonke lezi zici ezintsha ze-AI?
I-Slack iphoqwa ukuba ifinyelele kokuhlangenwe nakho komsebenzi okufana ne-ejenti kunokuba ithuluzi lokuxoxa eliyisisekelo eline-AI ebekwe phezulu. Ushintsho olucacile amakhono e-AI angasetshenziswa kabusha, aklanyelwe ukusingatha imisebenzi ephindaphindwayo kuzo zonke iziteshi, izinhlelo zokusebenza, kanye nedatha yenkampani. Empeleni, lokho kusho ukuthi i-Slackbot ingasuka ekuphenduleni izimpendulo iye ekuxhumaniseni izenzo zomsebenzi ezinezinyathelo eziningi.
Yimiphi imithetho emisha yabathengisi be-AI baseCalifornia ezama ukuyifeza?
Kubonakala sengathi kugcizelelwa ukulawulwa kokuthengwa kwempahla okusebenzayo kunokuba kube umthethonqubo obanzi owakhelwe izihloko zezindaba. ICalifornia isebenzisa izidingo zobumfihlo nokuphepha njengemibandela yezinkampani ezifuna ukuthengisa amathuluzi e-AI kuhulumeni. Leyo ndlela ibalulekile ngoba imithetho yokuthengwa kwempahla ingabumba ukuziphatha buthule, ngisho nalapho inqubomgomo kazwelonke ye-AI ingalingani noma ingaxazululwanga.
Kungani inkampani entsha efana ne-Yupp ingavalwa ngemva kokuthola abasebenzisi kanye noxhaso lwezimali?
Lesi sihloko sibonisa ukuthi ukulingana komkhiqizo nemakethe kwakuyiyona nkinga eyinhloko, ngisho nabasebenzisi abayizigidi ezingu-1.3 kanye nokusekelwa okukhulu kwabatshalizimali. Umkhiqizo wokuhlola imodeli ka-Yupp kungenzeka ukuthi wawunenani, kodwa awunanani elanele lokuba yinto ebalulekile njengoba imakethe ishintsha ngokushesha. Emijikelezweni ye-AI esheshayo, inkampani entsha ingaqoqa ukunaka kanye nedatha, kodwa ilahlekelwe ukubaluleka kwayo ngaphambi kokuba isigaba sayo sivuthwe ngokugcwele.
Ingabe i-Apple ekugcineni ithola abasizi be-AI ngesici se-Siri se-multi-command?
Kubukeka njengesinyathelo esibalulekile, noma ngabe kuzwakala sengathi sekwephuzile uma kuqhathaniswa nabasizi be-AI abasha. Ukusingatha izicelo eziningi kumbuzo owodwa kusunduza i-Siri eduze nemodeli yokusebenzisana yesitayela se-chatbot, lapho abasebenzisi belindele khona izingxoxo eziguquguqukayo. Isignali enkulu akuyona nje isici ngokwayo, kodwa ukuthi i-Apple ibonakala ihamba ngokushesha okukhulu ekuguqulweni kwayo okubanzi kwe-Siri.
Ingabe izindleko zamandla zinganciphisa ukusetshenziswa kwe-AI kanye nokwandiswa kwesikhungo sedatha?
Yebo, lokho kungenye yezingozi ezicacile kulesi sihloko. Isexwayiso se-S&P Global sixhumanisa ukusetshenziswa kwemali okukhulu kwe-AI okuhleliwe nomkhawulo ongokoqobo: izikhungo zedatha zisebenzisa amandla amaningi, futhi izindleko zamandla ezikhuphukayo zingacindezela ukubuya. Ngisho noma isidingo sengqalasizinda ye-AI sinamandla, amanani kagesi kanye nokungazinzi kwezepolitiki kungenza ukwanda okunamandla kube nzima ukuqhubeka.