Byagenze bite
NVIDIA yatangaje ku ya 10 Kanama ko ikorana na Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, na KKR ku mbuga z’inguzanyo zigamije gukusanya miliyari zisaga 500 z'amadolari y'ishoramari ry’abandi bantu mu bikorwa remezo bya AI mu gihe runaka. Umuyobozi mukuru Jensen Huang yashyize ahagaragara ibisobanuro birambuye kuri gahunda ku ya 12 Kanama.
Icyumba cyo gutangaza amakuru ku ya 10 Kanama hamwe n’ibisobanuro bya Huang byo ku ya 12 Kanama bisobanura ko gahunda ari icyegeranyo cy’ibikorwa byigenga byigenga aho kuba ikigega kimwe kigenzurwa na NVIDIA. Laboratoire zujuje ibyangombwa bya AI, ibigo, hamwe nabakora ibicu barashobora gushakisha inkunga yigihe kirekire kubikoresho byubatswe hafi ya NVIDIA yihuta-kubara, guhuza imiyoboro, hamwe na software. NVIDIA yatanga urubuga rwikoranabuhanga, mugihe buri kigo cyimari cyahitamo niba umukiriya numushinga runaka bikwiye igishoro. Amatangazo ntagaragaza itariki yo gusoza, gahunda yo kohereza buri mwaka, igabanywa ry’akarere, cyangwa urutonde rwabahawe inguzanyo bemewe.
Umubare wumutwe ukeneye imbibi zuzuye. NVIDIA ivuga ko miliyari zirenga 500 z'amadorari ari igiteranyo cy’imari shingiro ry’abandi bantu ayo mahuriro agenewe gukangurira igihe. Ntabwo NVIDIA yinjira, amafaranga yamaze kwiyemeza kubaka, ikigega kimwe, cyangwa inkunga yasezeranijwe umukiriya umwe. Buri kigo cyishoramari giteganijwe kwandika ibyifuzo, imikoreshereze, amafaranga yinjira, nigiciro kizaza cyibikoresho bitandukanye, bityo amafaranga yoherejwe azaterwa nimishinga ikuraho ibyo bizamini.
NVIDIA ivuga kandi ko ishobora gutanga inkunga isigara-agaciro kangana na 25% byamahirwe kugiti cye. Ubwo buryo bwasuzumwa umushinga n'umushinga kandi byuzuzanya, aho gusimbuza abafatanyabikorwa batera inkunga. Amatangazo ntagaragaza impapuro zemewe, ibiciro, igihe bimara, imbarutso, cyangwa igiteranyo kinini cyerekana iyo nkunga, bigatuma bidashoboka kuva mubitabo rusange kubara ingaruka NVIDIA ishobora kugumana amaherezo.
Isohora ry'amakuru rya NVIDIA rikubiyemo ibyatangajwe n'abayobozi bakuru mu bigo uko ari bitandatu: Perezida wa Apollo, Jim Zelter, Umuyobozi mukuru wa BlackRock, Larry Fink, Perezida wa Blackstone, Jon Gray, Umuyobozi mukuru wa Brookfield, Bruce Flatt, Umuyobozi mukuru wa Goldman Sachs, David Solomon, hamwe n'abayobozi bakuru ba KKR, Joe Bae na Scott Nuttall. Ibyo bishyigikira ukuri kugenzurwa ko ibigo byagize uruhare mu gutangaza, ariko ntibigaragaza ko ibizenga byateganijwe byafunzwe cyangwa ko imishinga yabonye inkunga. Irekurwa rivuga neza ko ubufatanye bukomeje gukurikizwa amasezerano yanyuma.
Ibisobanuro birambuye: NVIDIA's AI infrastructure financing announcement ↗
Impamvu ari ngombwa
Gahunda irashobora kwimura igice kinini cyubwubatsi bwa data-centre kuva mubikorwa byikoranabuhanga-isosiyete ikora ibikorwa remezo no mumasoko yinguzanyo-yigenga, guhindura ubushobozi bwamafaranga ninde ufite ibyago mugihe ibyifuzo bitagenze neza.
Ibikoresho bya AI bisaba amafaranga menshi, yishyizwe imbere kubutaka, guhuza amashanyarazi, gukonjesha, guhuza imiyoboro, hamwe na sisitemu yo kubara mbere yuko abakiriya babinjiza. Umushinga muremure wumushinga urashobora gukwirakwiza icyo giciro kubashoramari ubucuruzi bwabo bugasuzuma umutungo wumubiri hamwe n’amafaranga yaguzwe. Niba urubuga rukora nkuko byasobanuwe, abatanga ibicu bito hamwe nisosiyete ya AI barashobora kubona ubushobozi badateye inkunga ikigo cyose ubwacyo, mugihe abashoramari b'ibigo babona amafaranga yubukode hamwe na serivisi bijyanye no kubara ibyifuzo.
Ingingo nyamukuru ya NVIDIA nuko sisitemu ya GPU ishobora kwitwara nkibikorwa remezo byongera gukoreshwa kuruta ibikoresho bigamije intego imwe. Isosiyete ivuga ko ikigo gishobora guha abakiriya benshi n'imirimo myinshi, ivugurura rya porogaramu rishobora kuzamura umusaruro mu gihe cy'ibyuma, kandi ibikoresho birashobora koherezwa mu gihe umukoresha w'umwimerere yagiye. Irerekana gukomeza gukoresha ubucuruzi bwa A100, bwashyizweho mu 2020, kandi buvuga ko izamuka ry’ibiciro by’ubukode ku bushobozi bwa H100 mu mpera za 2025 na 2026.Iyo mibare ni ibimenyetso bya NVIDIA ku gaciro karambye; ntabwo ari garanti yuko ibisekuruza bizaza, uturere, cyangwa ababikora bazabona ibiciro bimwe.
Igishushanyo mbonera cyo gutera inkunga nacyo kigaragaza ibitekerezo. Kubona igishoro byoroshye birashobora kuzana mudasobwa nyinshi kumurongo, zishobora kugabanya ubukene no kwagura serivisi za AI. Irashobora kandi gushigikira ubwubatsi bushingiye ku iteganyagihe rikoreshwa neza, hasigara abashoramari, abakora ibikorwa, ibikorwa rusange, cyangwa abaturage bafite umutungo udakoreshwa niba imikorere yicyitegererezo itera imbere byihuse kuruta ibyifuzo cyangwa abakiriya ntibashobora kubahiriza amasezerano maremare. Kwandika byigenga nuburinzi bufite ireme gusa mugihe abatanga inguzanyo bagerageza gutekereza aho gufata isoko rya NVIDIA nkikimenyetso cyerekana amafaranga azaza.
Kubaturage, ingaruka zigera kumasoko yimari. Ibigo binini bya AI bihatanira guhuza imiyoboro, amazi, ubutaka, imirimo yubwubatsi, nubushobozi bwo kubyara, kandi gutera inkunga birashobora kwihutisha ibyo bisabwa mbere yuko ibikorwa remezo byaho bitangira. Imishinga mishya irashobora kwinjiza imisoro no gukora compte kubashakashatsi nimiryango mito, ariko kwinjira bizaterwa nigiciro, ibyangombwa byabakiriya, hamwe n’aho biherereye. Iri tangazo ntirigabanijwe ku nyungu rusange, icyifuzo cy’inyungu rusange, intego z’ibyuka bihumanya ikirere, cyangwa gusezeranya ko ubushobozi bw’amafaranga buzagerwaho ku miryango idaharanira inyungu na kaminuza.
Uburyo bukoreshwa: Uburyo bukora
Shakisha ikoranabuhanga ryihishe inyuma yiri terambere.
A request spends 100 ms on inference and 900 ms preparing data. If inference becomes twice as fast, about how long does the request take?
Ibyo kureba
Reba kubahiriza amasezerano y’imari shingiro, ibikubiye muri NVIDIA inkunga-isigaranye agaciro-gasigara, imbaraga zo ku rwego rwumushinga no kumenyekanisha abakiriya, hamwe nibimenyetso byerekana ko ibigo byatewe inkunga bigera ku mikoreshereze irambye nta kwimura abaturage.
Irembo ryambere ryo kurekura ni uguhindura kuva mubikorwa kugurishwa. Abafatanyabikorwa bagomba kumenya buri cyiciro cyiyemeje kuringaniza, ubushobozi bwimyenda, igihe cyishoramari, uturere twujuje ibisabwa, hamwe nimishinga yabanje gufunga. Raporo igomba gutandukanya amafaranga yiyemeje byemewe n'amategeko, inkunga yemejwe kumushinga witwa, amafaranga yo kubaka, hamwe n’amafaranga menshi abafatanyabikorwa bizeye ko amaherezo bazakangurira. Hatariho ibyo byiciro, miliyari 500 z'amadolari ni imvugo yo gushushanya no kwifuza aho kuba igipimo cy'ibikorwa remezo byoherejwe.
Kumenyekanisha kwa NVIDIA nabyo bikeneye kumenyekana. Abashoramari bagomba gushobora kubona igihe inkunga isigaye-agaciro isabwa, yaba isa ningwate, amasezerano yo kugura, umwanya wambere wigihombo, cyangwa andi masezerano, uburyo ibyuma bihabwa agaciro nyuma yumukiriya utishyuye, kandi niba imishinga myinshi ishobora gutera inkunga icyarimwe. NVIDIA ivuga ko ubwo buryo bwaba bugera kuri 25% by'amahirwe mu bihe bimwe na bimwe, ariko akamaro k'amafaranga gashingiye ku bisobanuro n'imbibi rusange bitazwi kugeza ubu.
Imikorere yumushinga igomba gupimwa nibimenyetso bifatika: abakiriya basezeranye, gukoresha, amasaha, amafaranga yinjira kuri buri gice cyubushobozi, kuboneka kwamashanyarazi, gutinda kwubaka, nigiciro cyo gusimbuza inzu ikodeshwa. Abasesenguzi bagomba kandi gusuzuma NVIDIA ibisabwa kugirango ibisekuru bishoboke, ibishushanyo mbonera, impushya za software, sisitemu yo gukonjesha, hamwe n’inzitizi z’amashanyarazi zaho. Ibikoresho birashobora gukoreshwa muburyo bwa tekiniki mugihe bikiri bihenze kwimuka, guhindura ibintu, cyangwa gukora neza mumasoko.
Igenzura rusange rigomba gukurikira ibirenge bifatika nkumurwa mukuru. Kumenyekanisha kwingirakamaro harimo gukoresha amashanyarazi n’amazi ateganijwe, inshingano zo kuzamura urusobe, amasoko y’ibisekuruza, ibyuka byangiza ubuzima, amasezerano y’imisoro yaho, ingaruka zabakozi, hamwe na gahunda yibikoresho byasezeye. Abagenzuzi bashobora kandi gusuzuma niba abatanga inguzanyo basanzwe, abacuruzi, hamwe nabakiriya bakora ibintu byibanze cyangwa bizenguruka nubwo buri mushinga wanditse ukwawo. Kugeza ibikorwa byasinywe nibisubizo byibikorwa bigaragara, ukuri kugenzurwa ni itangazo ryubufatanye; igipimo, umuvuduko, kugaruka, ninyungu rusange bikomeje kutamenyekana.