Chii chaitika
Korea Herald inoshuma kuti vagadziri veseva vakayambira vatengi vakuru ve data-yepakati mutengo wekuwedzera kweNvidia-yakavakirwa masisitimu akavakirwa paGrace Blackwell uye Vera Rubin mapuratifomu. Bloomberg, sezvakataurwa neHerald, yakashuma kuwedzera kweanopfuura 15% muzviitiko zvakawanda, nepo Ruzivo rwunonzi rwakataura kuwedzera kwe17%. Iyo Herald inoratidzira kudzvanywa zvakanyanya kune yakaomesesa yeakakwira-bandwidth ndangariro uye yakajairwa server DRAM, izvo zvakakosha kune AI zvivakwa. Idzo yambiro dzevatengi dzakataurwa uye mazinga emitengo hazvina kusimbiswa zvakazvimiririra mune sosi neNvidia, vanogadzira seva, kana makambani ane makore ane zita.
Korea Herald yakashuma muna Aug. 24 kuti Samsung Electronics uye SK hynix yaiwana simba rekutaurirana semutengo wepamusoro wekuyeuka wakaiswa mumitengo yeNvidia-based AI server system. Ichitaura nezveBloomberg, Herald yakati vagadziri vemaseva vatanga kuzivisa vatengi vakuru ve data-center, kusanganisira Microsoft, Google, uye Oracle, kuti mitengo yaizokwira neinodarika 15% muzviitiko zvakawanda zvekutumira kutanga kutanga kwa2027. Kuwedzera kwakashumwa kwaizokanganisa masisitimu anoshandisa Google yepuratifomu yazvino uye Ruwell Rubin-XX. Chinyorwa chakati saizi yekuwedzera inosiyana neiyo chip chizvarwa uye ndangariro kumisikidzwa.
The Herald yakazivisa ndangariro sechinhu chepakati chedzvinyiriro. Nvidia AI accelerators anoshandisa yakakwira-bandwidth ndangariro, kana HBM, nepo AI data nzvimbo dzinoshandisawo huwandu hukuru hweyakajairika server DRAM. Zvinoenderana neCounterpoint Research data yakataurwa mumushumo, SK hynix yakabata 58% yemari yepasi rose HBM mukota yekutanga. Samsung yakatungamira musika wakafara weDRAM muchikamu chechipiri nechikamu che39%, uye makambani maviri eKorea pamwechete akaverengera makumi matanhatu neshanu muzana emari yepasi rose yeDRAM. Chirevo chakataura kuti mari zhinji yeHBM mukota yekutanga ichiri kubva kuHBM3E, neHBM4 inotarisirwa kuve yakakosha muhafu yechipiri yegore.
Chirevo ichi chakataurawo Ruzivo, iyo yakati vamwe vatengesi veseva vakayambira vatengi nezvekuwedzera kweanosvika gumi nenomwe muzana kune makuru Nvidia-based system. Iyo Ruzivo inofungidzira kuti kuwedzera kwakadai kunogona kuwedzera madhora mazana mashanu emadhora kune chip-system mutengo we1-gigawatt data center. The Herald yakasimbisa kuti fungidziro iyi ine chekuita nemitengo yechip-system kwete mutengo wakakwana wekuvaka nzvimbo yedata. Yambiro dzevatengi, mutengo chaiwo unowedzera, uye fungidziro yemabhiriyoni mashanu emadhora haina kusimbiswa zvakazvimiririra mutsime neNvidia, vanogadzira seva, Microsoft, Google, Oracle, kana vamwe vatengi.
Kwakabva mashoko: koreaherald.com ↗
Nei zvichikosha
Chirevo chinonongedza kumutengo wakananga uye dhigirii rekupa pane zvivakwa zviri kuseri kwehukuru-hukuru AI masevhisi. Inopawo zano kuti Samsung neSK hynix inogona kunge iine kutaurirana kwakawanda nekuti ivo vanodzora migove yakakosha yeHBM uye yakakura mari yeDRAM. Mitengo yepamusoro-soro inogona kukanganisa hupfumi uye kumhanya kwemapurojekiti matsva eAI data-center, kunyangwe sosi isingaratidze kuti chero chirongwa chakarongwa chakamiswa kana kunonoka.
Mutengo wakataurwa unowedzera nyaya nekuti AI komputa inotsamira pane yakasimba yakabatanidzwa musanganiswa weanokwidziridza, ndangariro, network, uye masimba emagetsi. Kana mutengo weNvidia-based system wakakwira, makambani anovaka hunyanzvi angangoda kushandisa yakawanda asati aunza mari kubva kuAI masevhisi. The Herald yakatora mashoko aShin Joong-ho, mukuru wezvekutsvagisa kuLS Securities, uyo akataura kuti makambani makuru etekinoroji anogona kutora mitengo yakakwira kwenguva pfupi asi anogona kuongorora zvakare zvinotarisirwa kudzoka kwemapurojekiti matsva eAI data-center kana inflation yekurangarira ikaramba ichikwidza mitengo yesystem.
Iyo nyaya inoratidza zvakare kuti hupfumi hweAI zvivakwa zvinogovaniswa sei pane yese yekugovera. Nvidia ndiye anonyanya kuoneka mutengesi weaccelerator mapuratifomu, asi vanogadzira ndangariro vanogona kuita pesvedzero kana ichiwanikwa HBM uye server DRAM huwandu hunomanikidzwa. The Herald yakataura tarisiro yeTrendForce kuti server DRAM makondirakiti mitengo yaizokwira imwe 13% kusvika 18% mukota yechitatu kubva pakota yapfuura sezvo AI inoda kutora huwandu huripo. Nhamba idzi dzinotsanangura zvinotarisirwa pamusika uye mitengo yekondirakiti yakashumwa, kwete mutengo wepasi rose unobhadharwa nemutengi wese.
Dzvinyiriro yacho inopfuurira kupfuura Nvidia's own systems. The Herald yakataura kuti Amazon, Microsoft, Google, uye Meta vari kugadzira mamwe evao ma processors eAI kuderedza kuvimba neNvidia, asi vakati masisitimu aya anodawo ndangariro yepamusoro. Izvi zvinoreva kuti machipisi echinyakare anogona kusiyanisa accelerator kupa pasina kubvisa ndangariro bhodhoro. Chinyorwa chacho hachiratidzi kuti yakawanda sei yesimba remitengo yakataurwa inoturikira kuita purofiti yeSamsung kana SK hynix, uye hairatidze kuti mitengo yakakwira sevha inoderedza kuwana kwevatengi kumasevhisi eAI.
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
Tarisa Nvidia iri kuuya mhedzisiro yemari, shanduko yeHBM4 kutumira, uye kana vatengesi veseva vachisimbisa pachena kuwedzera kwakataurwa. Izvo zvakakosha zvisingazivikanwe mitengo chaiyo inobhadharwa nevatengi vega, mugove wemutengo weimwe neimwe system unoenderana nendangariro, kana mitengo yakakwira inopfuudzwa nenzira yakafanana, uye kuti makambani emakore anogadzirisa sei kushandiswa kweAI zvivakwa. Tsika AI accelerators kubva kuAmazon, Microsoft, Google, uye Meta inogona kuderedza kutsamira paNvidia, asi Herald inoshuma kuti ivo vachiri kuda yepamusoro-inoshanda ndangariro.
Nvidia's yemari yechipiri-kota mhinduro, yakafanira neChitatu maererano neHerald, inogona kupa humbowo hunotevera hweveruzhinji nezve kudiwa, kugovera, uye mutengo wekuendesa masisitimu ayo matsva. Zviratidzo zvakakosha zvinosanganisira kutaura nezveVera Rubin naGrace Blackwell kugadzirwa, kuwanikwa kwendangariro, zvisungo zvevatengi, uye kana Nvidia kana vadyidzani vayo vekugadzira vachibvuma shanduko yemutengo wakakura. Iyo sosi haipe mhinduro yeNvidia kune yambiro yambiro yevatengi.
HBM4 kutorwa ndeimwe chiratidzo chakakosha. The Herald yakati HBM4 kutumira kwaitarisirwa kuve kwakakosha muhafu yechipiri yegore, nepo SK hynix yaive nekutungamira kwekutanga muHBM uye Samsung yaive ichiwedzera mune zvemhando yepamusoro zvigadzirwa zveHBM. Ramangwana remusika-kugova uye dhata remitengo rinogona kuratidza kana vatengesi vaviri vekuKorea vachichengetedza senge nyowani yekurangarira zviyero, kana kuti kuwedzera huwandu uye vatengesi vanokwikwidza varerutsira kumanikidza.
Chekupedzisira, vanocherekedza vanofanirwa kusiyanisa yakashumwa system-mutengo wekuwedzera kubva pamutengo wakakura wekuvaka uye kushanda AI data nzvimbo. Chinyorwa hachizivise mavhoriyamu eodha yevatengi vakakanganiswa, mazwi echibvumirano, marongero ekutumira, kana mitengo yekupedzisira yekutenga. Izvo zvakare hazviratidze kuti kuwedzera kwakataurwa ndekwenguva pfupi, kungave zvese Nvidia zvigadziriso zvakanganiswa, kana kuti makambani emakore achanonoka, kudzora, kana kutungamira mapurojekiti. Idzo chokwadi dzinoona kana budiriro yacho iri kunyanya mhepo yevanopa ndangariro kana muyedzo wakakura weAI zvivakwa zvehupfumi.