Chii chaitika
Qualcomm yakazivisa chibvumirano chemarudzi akawanda kuti ipe tsika yeAI data center machipisi uye yekubatanidza yekuona kuAmazon Web Services. Chibvumirano ichi chinosanganisira mawarandi eAmazon kuti atore mamirioni makumi maviri neshanu emasheya eQualcomm pamadhora zana nemakumi maviri nematanhatu, akasungirirwa kusvika pamabhiriyoni makumi matanhatu emadhora mukutenga chip mumakore gumi, nemari inotarisirwa kutanga muchikamu chaZvita.
Qualcomm yakavharira muchibvumirano chemarudzi akawanda kupa Amazon Webhu Services ine tsika AI data center machipisi uye optical yekubatanidza. Kudyidzana uku, kwakaziviswa munaGunyana 9, kwakatumira Qualcomm migove yakakwira 3% sezvo vanoita mari vachigaya mazwi. Sekureva kwesecurity fileing, Amazon yakagamuchira waranti yekutora mamirioni makumi maviri neshanu emadhora pamadhora zana nemakumi matanhatu negumi neimwe, inomiririra chikamu chemadhora mabhiriyoni mana. Aya mawaranti anopera musi waGunyana 3, 2036, uye akavharwa mumatanho akasungirirwa kune zviitiko zvekutengesa uye kutenga anosvika mabhiriyoni makumi matanhatu emadhora muQualcomm server chips uye tekinoroji yakabatana pamusoro pemakore gumi.
Kudyidzana kwacho kunotarisa zvakanyanya pakuremerwa kwemabasa, ayo anosanganisira kumhanya maAI modhi mushure mekunge vadzidziswa. Qualcomm yakataura kuti kuedza kwacho kunotora zvizvarwa zvakawanda zvetsika silicon yakanangana neAWS yekuwedzera AI zvivakwa, nekusimbisa kune simba-rinoshanda kugadzirisa uye system-level yekubatanidza. Mari inobva muhurongwa uhu inotarisirwa kutanga mumwedzi waZvita. Ichi chiziviso chinomiririra chechipiri chikuru hyperscaler endorsement yeQualcomm isingasviki mwedzi mitatu, zvichitevera kuvhurwa kwaChikumi kweiyo Dragonfly C1000 data center CPU, iyo Meta Platforms yakagadzirirwa kutora kana vhoriyamu kugadzirwa kunotanga muna 2028.
Bernstein muongorori, Stacy Rasgon akaratidzira chibvumirano ichi sechisimbiso cheiyo Qualcomm iripo trajectory kwete humbowo hwekukwira kupfuura fungidziro yazvino. Mushure mekutaura neQualcomm's investor hukama timu, Rasgon akagumisa chibvumirano hachiratidzike sekuwedzera kune iyo kambani mabhiriyoni mashanu emadhora emari 2027 uye mabhiriyoni gumi nemashanu emadhora emari 2029. Akataura kuti chibvumirano chinosimbisa Amazon ndeimwe yevatengi veQualcomm's hyperscaler uye kuti zvipikirwa zvekutanga zvekutenga zvinokonzeresa 3.75 miriyoni waranti, iyo yaanofungidzira kuti inogona kuita mabhiriyoni mapfumbamwe emadhora kana vakapfeka zvakadzikama.
Kwakabva mashoko: finance.biggo.com ↗
Nei zvichikosha
The partnership confirms Qualcomm's entry into the high-stakes AI infrastructure market with a major hyperscaler, providing a long-term revenue runway and validating its custom silicon strategy. Nekudaro, vanoongorora vanocherekedza chibvumirano chakanangana nekuremerwa kwemabasa uye haapokane neNvidia's GPU hutongi mukudzidziswa, kuisa Qualcomm seanovimbika asi wechipiri mutambi muAI chip hierarchy.
Mubvunzo wakafara kune vanoisa mari ndewekuti Qualcomm's data center push inogona kukanganisa Nvidia chinzvimbo chekuraira muAI silicon. Zvichienderana nechimiro cheAmazon dhiri, mhinduro inoita kunge aiwa munguva iri pedyo. Kutonga kweNvidia kunogara paGPU yekuvaka, iyo inokunda pakudzidziswa uye kumhanya maAI modhi nekuda kwekuenderana kugadzirisa kugona. Kusiyana neizvi, chibvumirano cheQualcomm chinotarisa patsika CPUs uye -yakatarisana nesilicon, ine chinangwa asi chechipiri chinzvimbo muAI zvivakwa stack.
Bank of America mapurojekiti musika weCPU unogona kudarika zvakapetwa kaviri kubva pamadhora makumi maviri nemanomwe emadhora muna 2025 kusvika kumadhora makumi matanhatu emadhora panosvika 2030, zvichitungamirwa nekudiwa kubva kune vakasiyana vatengesi. Nekudaro, Qualcomm's $15 bhiriyoni yemadhora data center tarisiro yemari 2029 inopenya kana ichienzaniswa neBroadcom inotarisirwa mabhiriyoni gumi nemashanu emadhora mumari yeAI yemari 2027 uye Nvidia's yegore negore data centre mari inodarika mazana maviri emadhora mazana maviri emadhora. Kuita kwemusika kusinganzwisisike, nemasheya achikwira chete 3%, anoratidza kuti vanoisa mari vanzwisise kuti Qualcomm iri kuveza niche pane kukanganisa hutongi hwemakwikwi.
Chibvumirano ichi chinosimbisa kusundidzira kweQualcomm mumusika wezvivakwa uye inowiriranisa zvido zveAmazon nekubudirira kweQualcomm kuburikidza newaranti chimiro. Kunyange isingagadzirise nzvimbo yemakwikwi inotongwa neNvidia, inopa Qualcomm njanji refu uye vatengi vaviri anchor muMeta uye Amazon, ichisimbisa chimiro chayo seanovimbika anopinda mumusika weAI chip.
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
Vagadziri vemari vanofanirwa kutarisa kugona kweQualcomm kusangana nemadhora gumi nemashanu emadhora emari 2029 data center tarisiro uye kumhanya kwewaranti yakasungirirwa kune zviitiko zvekutengesa. Pamusoro pezvo, masimba emakwikwi pakati peQualcomm, Broadcom, uye Nvidia mune yakasarudzika AI accelerator nzvimbo inotaridza yenguva refu yekugovana musika shanduko.
Vagadziri vemariyori vanofanirwa kutarisa kugona kweQualcomm kuzadzisa madhora zviuru gumi nemashanu emadhora edhata rekutsvaga mari yegore ra2029, manejimendi echiverengero anoti ane 'ruvimbo rwakanyanya' mukuzadzisa chikamu nekuda kwechibvumirano cheAmazon. Iko kumhanya kwewaranti yakasungirirwa kune zviitiko zvekutengesa uye chip kutenga ichavewo chiratidzo chakakosha chekufambira mberi kwechibvumirano.
Iwo emakwikwi masimba pakati peQualcomm, Broadcom, uye Nvidia mune yakasarudzika AI accelerator nzvimbo inosarudza yenguva refu yemusika migove yekuchinja. Broadcom yakatozvisimbisa semutungamiri anotungamira wetsika AI accelerators, nepo Nvidia ichiramba iri mutungamiri asingapokane muAI silicon. Kubudirira kweQualcomm mukudzokorodza hukama uhwu uye hunyanzvi hwekugadzira kuchave kwakakosha pakuita kwayo kwenguva refu mumusika wedhata.