Byagenze bite
Nscale, ikigo cy’ibikorwa remezo cya AI giherereye i Londres gishyigikiwe na Nvidia, cyagaragaje ibipimo ngenderwaho by’imari mu madosiye yayo yo muri Amerika. Isosiyete yatangaje ko amafaranga 1,252% yiyongereye agera kuri miliyoni 140,6 mu gice cya mbere cy’umwaka wa 2026, hamwe n’igihombo cya miliyari 1.02. Iyi dosiye igaragaza miliyari 3.1 z'amadolari yo gutanga inguzanyo zishobora guhindurwa, harimo ishoramari rya miliyari imwe y'amadolari yatanzwe na Nvidia, kandi rikagaragaza ingaruka z’abakiriya aho abakiriya benshi bangana na 52% byinjira. Nscale ifite intego yo kugereranya hafi miliyari 30 z'amadolari yo kurutonde rwa NYSE.
Nscale, itanga ibicuruzwa mu Bwongereza ishyigikiwe na Nvidia, yatanze ikirego muri IPO yo muri Amerika ku ya 18 Nzeri, igaragaza ko amafaranga yiyongereyeho 1,252% mu gice cya mbere cy’umwaka wa 2026. Isosiyete yatangaje ko yinjije miliyoni 140.6 z'amadolari mu mezi atandatu yarangiye ku ya 30 Kamena, aho yavuye kuri miliyoni 10.4 z'amadolari mu gihe kimwe cy'umwaka ushize. Nubwo iri terambere ryiyongereye, Nscale yashyizeho igihombo kingana na miliyari 1.02 z'amadolari, ugereranije n’igihombo cya miliyoni 368.9 $ umwaka ushize.
Gutanga ibisobanuro birambuye gushora imari binyuze mu mpapuro zishobora guhinduka, zose hamwe zikaba miliyari 3.1. Nvidia nuwitabira cyane, ashora miliyari imwe y'amadolari muri iri tangwa. Nscale ifite intego yo kugereranya agaciro ka miliyari 30 z'amadolari, ikaba yarasimbutse cyane kuva ku gaciro kangana na miliyari 14.6 z'amadolari mu cyiciro cyo gutera inkunga muri Werurwe. Isosiyete irateganya gushyira ku rutonde rw’imigabane ya New York munsi y’ikimenyetso cya NSCL, aho Goldman Sachs, JP Morgan, na Morgan Stanley babaye abanditsi bakuru.
Ubucuruzi bwa Nscale bwibanda ku gutanga ibikorwa remezo bya AI, harimo kubara, ingufu, hamwe n’ibigo by’amakuru, mu turere 14. Isosiyete yagabanije agaciro kayo yagiranye kuva kuri miliyoni 100 kugeza kuri miliyari 103 z'amadolari mu myaka ibiri n'igice. Ikintu cyingenzi kigize iri terambere ni amasezerano aherutse kugirana na Anthropic, yemeye gukoresha miliyari 45 z'amadolari yo gukodesha ingufu zo kubara mu kigo cya Nscale cyo mu burengerazuba bwa Virginie.
Ariko, dosiye yerekana ingaruka zikomeye zabakiriya. Abakiriya benshi ba Nscale bangana na 52% byinjira mu gice cya mbere cya 2026.Icyizere cyerekana ko Microsoft na Anthropic biteganijwe ko zizakomeza kuba abakiriya bakomeye mu bihe biri imbere. Uku kwishingikiriza kumubare muto wabakiriya nini nikintu kigaragara gishobora guteza abashoramari.
Ibisobanuro birambuye: tbsnews.net ↗
Impamvu ari ngombwa
Dosiye itanga ibimenyetso bifatika byerekana ko umuvuduko wihuse hamwe n’ishoramari ryinshi ry’ibikorwa remezo bya AI. Yemeza ko nubwo amafaranga yiyongera cyane, igihombo gikomeza kuba kinini, kandi kwibanda kubakiriya bitera ingaruka zikomeye mubikorwa. Uruhare rwa Nvidia mugutanga inguzanyo birashimangira ubufatanye bwimbitse hagati yabakora chipers nabatanga ibicu. Iyi ngingo ni ingenzi cyane mu gusobanukirwa n’ubukungu bw’abatanga 'neocloud' n’ubushake bw’isoko ryagutse ku ishoramari ry’ibikorwa remezo mu gihe haherutse gusaba ko iterambere ry’iterambere rya AI ridindira.
Ibisobanuro birambuye byamafaranga muri dosiye ya IPO ya Nscale bitanga ibintu bidasanzwe, bifatika mubukungu bwabatanga ibikorwa remezo bya AI. Ubwiyongere bwa 1,252% bwerekana ko hakenewe ingufu za compte ya AI, ariko igihombo cya miliyari 1.02 z'amadolari yerekana amafaranga menshi yakoreshejwe mu gushyigikira iri terambere. Izi mbaraga ningenzi mu mpaka zubu zijyanye no gukomeza gushora imari kwa AI.
Ishoramari rya miliyari imwe y'amadorali na Nvidia muri Nscale ihinduranya ibicuruzwa byerekana guhuza ingamba hagati ya chipmaker iyoboye n’umushinga utanga ibicu. Uku kwimuka kwerekana ko Nvidia itagurisha ibyuma gusa ahubwo inashora imari mubikorwa remezo bikoresha ibicuruzwa byayo, birashoboka ko byafunga ibyifuzo byigihe kirekire kubikenerwa.
Abakiriya benshi bibanda cyane, hamwe numukiriya umwe uhagarariye igice cya kabiri cyinjiza, bitera ingaruka zikomeye mubikorwa. Niba uyu mukiriya mukuru agabanya amafaranga cyangwa ahinduranya abanywanyi, ubukungu bwa Nscale burashobora kugira ingaruka zikomeye. Izi mpanuka ningirakamaro mugusuzuma ubuzima bwigihe kirekire bwikigo nubuzima bwagutse bwisoko ryibikorwa remezo bya AI.
IPO ya Nscale ije mugihe abayobozi ba laboratoire ya AI basabye ko iterambere ryadindiza iterambere, ryahungabanije amasoko. Iterambere ry’isosiyete ryiyongera cyane hamwe n’ibirarane by’amasezerano bishobora kuba nk'ibivuguruzanya, byerekana ko ibikenerwa mu bikorwa remezo bikomeje kuba byiza nubwo hari impungenge z’umuvuduko w’iterambere rya AI.
Uburyo bukoreshwa: Uburyo bukora
Shakisha ikoranabuhanga ryihishe inyuma yiri terambere.
Which component of an AI application is the machine-learning model itself?
Ibyo kureba
Abashoramari bagomba gukurikirana ibiciro bya IPO byanyuma nigisubizo cyisoko kubakiriya benshi hamwe nigihombo kinini. Byongeye kandi, ishyirwa mu bikorwa ry’amasezerano ya miliyari 45 z’amadorali yagiranye na Anthropic no kwagura umuyoboro w’amashanyarazi wa Nscale urenga gigawatt 10 bizaba ibimenyetso by’ubushobozi bwo gukomeza iterambere no kugabanya kwishingikiriza ku mukiriya umwe ukomeye.
Ibiciro bya nyuma bya IPO no kwakira isoko bizaba ibimenyetso byingenzi byerekana abashoramari icyizere cyibikorwa remezo bya AI. Urutonde rwatsindiye agaciro ka miliyari 30 z'amadolari y’Amerika rwemeza ko izamuka ry’iterambere ryiyongereye, mu gihe igiciro cyo hasi gishobora kwerekana ubwitonzi ku bijyanye n’inyungu z’urwego ndetse n’ingaruka z’ingaruka.
Ishyirwa mu bikorwa rya miliyari 45 z'amadorali yagiranye na Anthropic ni ingenzi ku nyungu za Nscale. Gutinda cyangwa guhinduka muri aya masezerano birashobora kugira ingaruka zikomeye kumiterere yikigo. Gukurikirana imigendekere yaya masezerano bizatanga ubumenyi bwokwizerwa kumasezerano manini manini ya AI.
Ubushobozi bwa Nscale bwo gutandukanya abakiriya bayo no kugabanya kwishingikiriza kubakiriya bayo benshi bizaba ibipimo byingenzi byigihe kirekire. Imbaraga z’isosiyete mu gushaka amasezerano mashya n’izindi laboratwari zikomeye za AI n’inganda zizakurikiranirwa hafi n’abasesengura n’abashoramari.
Kwagura umuyoboro w'amashanyarazi wa Nscale, ubu urenga gigawatt 10, bizaba ngombwa mu kuzuza ibisabwa ejo hazaza. Ubushobozi bwisosiyete ifite umutekano no gukoresha ingufu zinyongera zizagena ubushobozi bwayo bwo gupima no gukomeza umwanya wapiganwa kumasoko yibikorwa remezo bya AI.