Chii chaitika
International Business Times inoshuma kuti Microsoft iri kuseri kwezvinangwa zvekuisa maAI machipi munzvimbo dzayo dzepasirese data. Chinyorwa ichi chinoti ongororo yeGuardian, ichidudza Microsoft zvinyorwa uye zvinyorwa zvemukati, zvakaisa kambani yakamisikidzwa pamamirioni mazana maviri nemazana maviri eAI chips, nepo vamwe vaongorori vakafungidzira kanopfuura kaviri nhamba iyoyo. Iyo sosi hairatidze avo vanoongorora kana kupa yeruzhinji mhinduro yeMicrosoft inosimbisa kana kupokana kuverenga.
International Business Times inoshuma kuti ongororo yeGuardian yakawana Microsoft iri kuseri kwezvinangwa zvayo zvekuendesa maAI machipi munzvimbo dzayo dzepasi rose dzedata. Sekureva kweIBTimes, Microsoft masosi akaudza Guardian kuti huwandu hwekambani hwechipu hwakanga husati hwachinja mugore rapfuura kunyangwe mabhiriyoni emadhora mukushandiswa kwepagore data-center. Chinyorwa chinopa fungidziro yepakati kune zvinyorwa zvemukati zvakadudzwa neGuardian mushumo: angangoita 2.2 miriyoni AI machipisi akaiswa. IBTimes inoti iyo yakazara isingasviki hafu yezvakafungidzirwa nevamwe vaongorori padanho rekuburitswa kweMicrosoft. Kwacho haatauri mazita evanoongorora, kutaura huwandu hwepamusoro hunofungidzirwa, kana kutsanangura nzira inoshandiswa kuverenga machipisi.
Chirevo chinopa kushomeka sechikamu chedambudziko rakakura rehuwandu. IBTimes inoti kudiwa kweAI komputa kuri kuramba kuchipfuura kupihwa kubva kuboka diki revagadziri vanotonga pasi rose AI-chip musika. Iyo inobatanidza Microsoft's yakashumwa chip count kumibvunzo yekuti kambani inogona kuzadzisa zvisungo zvekombuta-zvakabatana nekudyara kwayo-kwepakati data. Nekudaro, iyo sosi haitaure kuti ndedzipi Microsoft dhata nzvimbo dzakakanganisika, ndedzipi vanogadzira chip kana chip mhando dzinosanganisirwa, kana kuti kuverenga kunovhara akaiswa machipisi chete kana zvakare michina yakarairwa, yaunzwa kana kuchengetwa. Microsoft yakanangana neyake, nguva yakatarwa uye zvirevo zvechero zvipikirwa zvekugona hazvina kupihwa.
Chinyorwa chinobva chawedzera nhaurirano kupfuura Microsoft yakataurwa kutumirwa. Inoti kuvakwa kwedata-center kwakatarisana nekupikiswa kwenzvimbo, kunyanya pamusoro pekumanikidzwa kwemvura, uye inotaura kuti New York yakamisa kuvaka kwezvivakwa zvakapihwa 50 megawatts kana kupfuura. Inoshumawo kuti vatengi vemabhizinesi vakatarisana nemitengo yakakwira sezvo vapi veAI vanoshandisa mutengo-wakavakirwa tokeni mitengo. Kusiyana, IBTimes inotaura nezveJP Morgan Global Research projection kuti DRAM mitengo, chikamu chekuyeuka chinoshandiswa mu data-intensive AI workloads, inogona kukwira neanopfuura 400% pakupera kwe 2026. Izvi zvakapoteredzwa zvirevo zvinoratidzwa semamiriro ezvinhu; iyo sosi hairatidze kuti chero imwe yadzo yakakonzera zvakananga Microsoft's yakataurwa chip kushomeka.
Kwakabva mashoko: ibtimes.com ↗
Nei zvichikosha
Kuperevedza kwakataurwa kunogona kukanganisa kugona kweMicrosoft yekuwedzera komputa hunyanzvi hweAI masevhisi uye kusangana nezvisungo zvine chekuita nekudyara kwedata-center. Inotaridzawo mashandisiro anoita chip, mutengo wekurangarira, kushandiswa kwemagetsi uye kupikiswa kwenzvimbo kune yedata-center kuvaka kunogona kumanikidza kuwedzera kweAI kunyangwe makambani anoita mari hombe kune zvivakwa. Huyero uye kukanganiswa kwebhizinesi kwemukana wakashumwa zvinoramba zvakazvimirira zvisina kusimbiswa.
Kana iyo nhamba yakashumwa iri chokwadi, kuwedzera kweMicrosoft kwezvivakwa kunogona kunge kuri kuenderera zvishoma pane zvinotarisirwa nekunze. Izvo zvine basa nekuti masevhisi eAI anoenderana nekuwana yakasarudzika komputa, uye diki yakaiswa base inogona kudzikisira kuti nekukurumidza kambani inowedzera sei huwandu, inodzidzisa kana kushumira modhi, uye inotsigira vatengi vemabhizinesi. Kunobva kwacho hakuverengeri chero zvipingamupinyi zvinokonzeresa sevhisi, zvisungo zvakapotsa, kunonoka kana mibairo yemari, saka izvo zvinokonzeresa hazvifanirwe kutorwa sechokwadi chakasimbiswa. Nhau dzepakarepo ndiyo gaka rakashumwa pakati peiyo yemukati chip count uye isina kutaurwa zita remuongorori.
Chirevo ichi zvakare chinoratidza kuti AI zvivakwa zvinomanikidzwa nekupfuura kushandiswa kwemakambani. Kuwanikwa kweChip, yepamberi yekuyeuka, kuvaka-data-center, magetsi nemvura zvinodiwa, uye mvumo yemunharaunda zvese zvinogona kukanganisa kumhanya kwekuendesa. IBTimes inotaura zvinodzvinyirira uku ichitsanangura kuramba kwakawanda kune zvivakwa zvitsva uye kukwira kwemitengo yekushandiswa kwebhizinesi. Izvo zvinongedzo zvine chekuita nekunzwisisa kweveruzhinji kwechimiro chechimiro cheAI, asi chinyorwa hachipi humbowo hwakakwana hwekuona kuti chinhu chimwe nechimwe chinobatsira zvakadii pachinzvimbo cheMicrosoft kana kuti Microsoft inotarisana nezvipingaidzo zvisina kujairika zvichienzaniswa nemamwe makambani makuru eAI.
Kune mabhizinesi nevagadziri vemitemo, chirevo chinomutsa mubvunzo unoshanda wekuti kuwedzera kweAI kunofanirwa kuyerwa sei. Kushambadzwa kwekudyara uye kwakarongwa data-center kugona hazvingoshanduri kune yakaiswa uye inoshanda komputa zviwanikwa. A chip-count estimate inogona zvakare kusiya kushandiswa, networking, kuwanikwa kwemagetsi, kutonhora uye zvipingaidzo zvesoftware. Iyo sosi haipe kuparara kwezvinhu izvi zvakasiyana. Nekuda kweizvozvo, iyo yakashumwa miriyoni mazana maviri nemazana maviri chiratidzo chinogona kukonzeresa kufambira mberi kwekuendesa, asi haisi yega chiyero chakakwana cheMicrosoft's AI kugona kana chinzvimbo chemakwikwi.
Interactive Mechanism: Iyo Inonyatsoshanda
Ongorora ari pasi tekinoroji kuseri kwekusimudzira uku uchipindirana.
Which component of an AI application is the machine-learning model itself?
Zvekutarisa zvinotevera
Humbowo hwakakosha hunotevera hungava mhinduro yeruzhinji kubva kuMicrosoft, mamwe mashoko pamusoro pemagwaro emukati, uye kujekeswa kwemaverengerwo akaitwa nhamba yemamiriyoni maviri nemazana maviri. Tarisa zvakare kuti uwane ruzivo nezve musanganiswa wemachipisi, nzvimbo uye huwandu hweakakanganisika data nzvimbo, uye kana zvimhingamipinyi zvekupa kana mvumo uye kunonoka kuvaka ndizvo zvikonzero zvikuru. Sosi yacho inotaurawo fungidziro yeJP Morgan yekuwedzera kwe400% mumitengo yeDRAM pakupera kwa2026, asi fungidziro iyi haina kuongororwa yakazvimirira pano.
Yekutanga yekusimbisa poindi mhinduro yeMicrosoft. Tsanangudzo inobatsira yeruzhinji yaizotaura kana iyo miriyoni 2.2 miriyoni iri chokwadi, izvo zvinoverengerwa nekambani seyakaisirwa AI chip, uye kuti iyo yakazara inofananidzwa sei nezvayo yemukati zvinangwa. Iyo sosi haitaure Microsoft kuramba, kusimbiswa kana tsananguro. Kuwedzera kutaurwa kubva kune Guardian kana zvimwe zvitoro zvinogona zvakare kuona magwaro, mazuva avo, vanhu vakapa ruzivo uye hwaro hwekufungidzira kweanoongorora. Kusvika panguva iyoyo, nhamba yepakati inofanirwa kuramba ichiverengerwa kwete kuratidzwa sekusimbiswa kwakazvimirira.
Tsanangudzo yehunyanzvi ndiyo icharatidza kukosha kunoshanda kweshumo. Tarisa uone ruzivo rwemhando dzeanomhanyisa anosanganisirwa, kuendeswa kwavo munzvimbo dzese, data-center simba kuwanikwa, zvirongwa zvekuvaka uye mitengo yekushandisa. Izvo zvakare zvine basa kana Microsoft's chip yakazara yachinja nekuda kwekunonoka kutenga, zvimhingamipinyi zvekugadzira, kunonoka kwesaiti, kushomeka kwetiweki kana shanduko nemaune muhurongwa. Hapana imwe yetsananguro idzi inosimbiswa nekwakabva, zvinoreva kuti haifanirwe kutorwa kubva mukuverenga kwakashumwa chete.
Supply and public-policy zviratidzo ndeimwe nzvimbo yekutarisa. IBTimes inoti mitengo yeDRAM inogona kukwira kupfuura mazana mana muzana mukupera kwa2026, zvichibva pane JP Morgan Global Research fungidziro, uye inotsanangura kudzvanywa kubva kudhata-center kupikiswa uye kunetseka nemvura. Izvo zvikumbiro zvinogona kukanganisa mutengo uye kugona kweAI zvivakwa, asi sosi yacho haipe yakazvimirira simbiso kana yakadzama yekufungidzira fungidziro. Tevedzera inotevera mitengo data, kuburitswa kwekambani, kubvumidza sarudzo uye humbowo hwekuvakwa chaiko kana kunonoka kuendesa usati watora mhedziso yakafara pamusoro pekufamba kweAI kuvaka.