Chii chaitika
IDC yakashuma kuti mari yepasi rose yevashambadziri yakasvika padanho repamusoro remadhora 166.3 bhiriyoni muQ2, zvichiratidza kuwedzera kwe52% gore-pagore. Pasinei nekukwira kwemitengo yekurangarira uye nyaya dzekugovera izvo zvakasundira avhareji yekutengesa mitengo zvakanyanya, sevha unit yekutakura yakakura ne15.4%. Chirevo chinoratidza shanduko yevatyairi vanodiwa, ichicherekedza kuti AI masisitimu ekudyara ari kuwedzera kupfuura makuru hyperscaleers kuti asanganise nyanzvi dzegore vanopa, changamire AI zvirongwa, uye mabhizinesi anotora ejenti uye inferencing mabasa.
Sekureva kwekambani yehungwaru yemusika IDC, chikamu chechipiri chaive nguva yekutyora rekodhi yechikamu cheseva, nemari yevatengesi inosvika pakakwirira-yenguva yese yemadhora 166.3 bhiriyoni. Izvi zvinomiririra kuwedzera kwe52 muzana kubva panguva imwe cheteyo gore rapfuura. Kukura kwakaitika kunyangwe avhareji yemitengo yekutengesa ichisimudzwa nemitengo yakakwira yekurangarira uye nekuenderera mberi nenyaya dzekupa nezvimwe zvinhu.
Kutumirwa kweseva kwakawedzera ne15.4 muzana gore negore muQ2. Avhareji yemitengo yekutengesa yeGPU-yakawedzera maseva yakakwira neinoda kusvika makumi mana neshanu muzana kusvika kumadhora zana nemakumi manomwe nemazana maviri, kunyangwe sekutumira kweGPU kwakadonha 10.8 muzana gore negore. Kune asiri-akakurumidzira masisitimu, avhareji mitengo yakakwira neinodarika 33 muzana kusvika ingangoita zviuru gumi nezvitatu zvemadhora. IDC yakacherekedza kuti GPU-yakawedzera maseva emusika weAI akagadzira ingangoita 53 muzana yemari yakazara panguva yeQ2.
IDC yekutsvagisa mutevedzeri wemutungamiri Kuba Stolarski yakataura kuti shanduko inoshamisa mumusika weseva chikamu ichi chiri pakuti ndiani ari kutenga. Akatsanangura kuti kudiwa kuri kuwedzera kupfuura mahyperscaleers kune nyanzvi dzekupa makore, changamire AI zvirongwa zvinotsigirwa neruzhinji capital, uye mabhizinesi ari kutanga kutora ejenti uye inferencing mabasa. Iyi mutemo uye capex-inotungamirwa layer yekuda inovharirwa zvakanyanya kubva padhuze-yenguva yekutengesa bhajeti kutenderera.
Chirevo chakaratidzawo shanduko mumusika chimiro. Non-x86 servers ikozvino inotora 44,8 muzana yemari yese yemusika wevhavha, mugove wakawa kubva pachikamu chekutanga pasinei nemari chaiyo inokwira kubva ku $ 58.7 mabhiriyoni kusvika ku $ 74,4 mabhiriyoni. Pamusoro pezvo, mabhureki makuru ari kudya muchikamu chevagadziri vekutanga dhizaini (ODMs). Mugove weODM wakadonha kubva pamusoro pe60 muzana gore rapfuura kusvika pa53.9 muzana muQ2, neDell Technologies ichitungamira mhosva sezvo mugove wayo wakakwira kubva pa7.7 muzana kuenda ku13.4 muzana.
Kwakabva mashoko: theregister.com ↗
Nei zvichikosha
Iyi data inosimbisa kuti kudiwa kweAI kwezvivakwa hakuchina kugumira kune mashoma tech hofori asi yave kuita simba rakakura rehupfumi rinosanganisira hurumende nemabhizinesi zvikamu. Iko kusimba kwekutengesa sevha kunyangwe mutengo wepamusoro wechikamu unoratidza kudiwa kwakasimba kweiyo AI kugona. Kuchinja uku kunoratidza kuti kutorwa kweAI kuri kuita chiyero chekushanda chinodiwa mumaindasitiri akasiyana siyana uye hurongwa hwenyika, pane kuyedza niche, iyo ine mhedzisiro yakakosha kune yenguva refu hardware yekugovera cheni uye kukwikwidza kwemusika.
Kuwedzera kweAI server kudiwa kumabhizinesi nehurumende kunoratidza kuti AI zvivakwa zvave kuita chinhu chakakosha chehurongwa hwenyika uye hwemakambani, kwete kungoita mukana wekukwikwidza kune hofori dzetekinoroji. Uku kusiyanisa kwevatengi kunoderedza kutsamira kwemusika pane capex kutenderera kweashoma hyperscaler.
Kukwira kwakanyanya kweavhareji yekutengesa mitengo, kunyanya yeGPU-yakawedzera masisitimu, inoratidza mutengo wakakwira weAI hardware uye zvipingamupinyi zvekupa mundangariro uye zvikamu zvemisika. Izvi zvinoratidza kuti AI zvivakwa zvinoramba zviri chikamu chemari ine zvipingamupinyi zvakakura zvekupinda kwevatambi vadiki.
Shanduko yemugove wemusika kubva kuODM kuenda kumhando dzakamisikidzwa seDell uye Supermicro inoratidza inogona kubatanidzwa kana kuongororwazve kwehukama hwekutengesa ketani. Sezvo mabasa eAI achiwedzera kuoma uye akabatanidzwa mune bhizinesi IT, vatengi vanogona kunge vachiisa pamberi perutsigiro uye kugona kwekubatanidza kwevatengesi vakuru pamusoro pekudhura-kushanda kwewhite-box mhinduro.
Interactive Mechanism: Iyo Inonyatsoshanda
Ongorora ari pasi tekinoroji kuseri kwekusimudzira uku uchipindirana.
crm_get_transaction(id='4092').What should a useful AI forecast state?
Zvekutarisa zvinotevera
Tarisa uone kana bhizinesi uye hurumende kushandiswa kweAI kuri kuramba kuchipfuura hyperscaler kukura munzvimbo dzinotevera. Tarisa kune dzimwe shanduko mumusika wekugovanisa pakati pechinyakare sevha brand nemaODM, pamwe nekukanganisa kwemitengo yekurangarira kune vatengesi vadiki. Pamusoro pezvo, tarisa iwo chaiwo mareti ekugamuchirwa eagentic AI mabasa munzvimbo dzemabhizinesi kuyera kushandiswa kunoshanda kweaya matekinoroji.
Ramangwana IDC mishumo ichave yakakosha kuona kana kuwedzera kwechido kune changamire AI zvirongwa uye mabhizinesi zvinotsigira iyo 52% chiyero chekukura kwemari kana ichidzikama sekutanga kuendesa nhanho kupera.
Iko kukanganisa kwemitengo yekurangarira paPC uye misika yeseva icharamba iri chinhu chakakosha. Kana kushomeka kwendangariro kukaramba kuchienderera mberi, inogona kuwedzera kukwira kwemitengo yeAI zvivakwa, zvichigona kunonoka kugamuchirwa pakati pemabhizinesi madiki.
Iwo emakwikwi masimba pakati peODM uye echinyakare sevha brand ichave yakakosha chiratidzo chekuti iyo AI hardware musika inokura sei. Kana maODM achikwanisa kuwanazve mugove, zvinogona kuratidza kudzoka kune mutengo wakatarisana nekutenga; kana mabhureki akachengetedza mabhenefiti, inopa premium pane yakasanganiswa AI mhinduro.