Chii chaitika
PYMNTS inoshuma kuti Andreessen Horowitz akakwidza $ 1.1 bhiriyoni kune itsva Machine Age Fund yakatarisana neAI hardware uye zvivakwa. Homwe iyi inoitirwa kudyara mhiri kweAI stack, kubva machipisi uye ndangariro kuenda kunzvimbo dzedata, marobhoti uye midziyo yepamba yeAI.
PYMNTS inoshuma kuti Andreessen Horowitz, uyo anozivikanwawo sea16z, akaunganidza $1.1 bhiriyoni yehomwe itsva inonzi Machine Age Fund. Sekureva kwePYMNTS, kambani iyi yakati neChishanu, Aug. 28 blog post kuti homwe iyi ichaisa mari muvatangi "kudzoreredza AI Hardware." Chirevo hachina kuzvimiririra kuratidza saizi yehomwe kana hurongwa hwekudyara hwefemu kupfuura kutaura iyo blog post. Tsananguro ine chekuita nekuumbwa kwehomwe uye zvakatemerwa. Izvo hazviratidze makambani ega ega, kutengeserana, mazuva ekutumira kana akapedzwa mapurojekiti ehardware.
Sekureva kwePYMNTS, chiyero chehomwe yacho chinotambanukira pane komputa inoshandiswa kumhanyisa AI. Idzo nzvimbo dzakadomwa mumushumo dzinosanganisira machipisi, ndangariro, networking uye kuchengetedza, pamwe neakazara masisitimu senge data nzvimbo, marobhoti uye kumba AI midziyo. PYMNTS inoshumawo kuti a16z yakatsanangura mukana uyu sekuwedzera kuburikidza nekutonhodza, zvinhu, magetsi emagetsi uye real-estate development. Zvikamu izvi zvinotsanangura huwandu hwenzvimbo dzakapihwa nekwakabva. Ivo havaratidze kuti homwe yacho ichaisa mari yakaenzana pakati pavo kana kuti chero chirongwa chakasarudzwa.
PYMNTS inotora a16z ichiti AI zvivakwa zviri kusangana nemiganhu mukugovera-cheni kugona, fizikisi uye sainzi yekombuta. Kambani iyi yakati divi rekupa Hardware ragara richikura ne20% kusvika 30% pagore, ukuwo AI inoda kukura katatu kuti ubate. Uku kuenzanisa kwekukura kunonzi kune a16z kuburikidza nePYMNTS; chirevo hachipi yakazvimirira musika data inovatsigira. Nhamba idzi dzinoratidzwa sechikamu chechikonzero chekambani kune homwe. Vanotsanangura gaka rinotaurwa nea16z, pane mhedzisiro yakataurwa kubva kumotokari nyowani.
Kwakabva mashoko: pymnts.com ↗
Nei zvichikosha
Iyo homwe inoratidza kukura kwekudyara kunodiwa kuwedzera masisitimu emuviri kuseri kweAI. Iyo zvakare inosimbisa yekugovera-cheni, simba, kutonhora uye real-estate zvipingamupinyi izvo zvinogona kudzikisira kumhanya uye mutengo wekutumirwa kweAI.
Chiziviso chine basa nekuti kuwedzera kweAI kunoenderana nekupfuura kusimudzira modhi kana kugovera software. Kuwedzerwa kwakakura kwema processors, ndangariro, network network, chengetedzo, magetsi masisitimu uye kutonhora huwandu hunodiwa masangano asati agona kushanda akawanda AI mabasa. Homwe yakatsaurirwa kunzvimbo idzi inogona kunanga mari kumabhodhoro ayo anokanganisa zvese mutengo uye kuwanikwa kweAI masevhisi. Nenzira iyo, chiziviso chinobatanidza mari yemari neiyo yemuviri yekupinda inodiwa pakuita kweAI. Ndima inotsanangura chinodiwa uye nzira inogoneka yemari, kwete kuwedzera kwakapedzwa.
Kufara kwehomwe yakapihwa basa rinoratidzawo kuti makwikwi ezvivakwa ari kufamba kupfuura ega accelerator machipisi. PYMNTS inotsanangura hurongwa hwekuvhara zvikamu, kubatanidza, yakakwana komputa zvivakwa uye zvigadzirwa zvemuviri zvakaita semarobhoti nemidziyo yeAI yepamba. Kana kudyara kuchitungamira kune masisitimu anoshanda mune zvekutengesa, anogona kupesvedzera kuti ndeapi makambani anodzora zvikamu zvakakosha zveAI yekugovera keteni uye kuti zvigadzirwa zvinogonesa AI zvinogona kuiswa sei. Icho chiyero chinoenderana nechimiro chemusika chinotsanangurwa mumushumo. Iwo mapoka akataurwa anoratidza huwandu hwezvivakwa zviri kukurukurwa uku uchisiya musanganiswa wekudyara usina kutaurwa.
Migumisiro inoshanda haisati yasimbiswa. Chiziviso chehomwe humbowo hwekudyara kwakarongwa, kwete humbowo hwekuti mafekitori matsva, nzvimbo dzedata, zvishandiso kana huwandu hwakavakwa. PYMNTS haitauri mari yehomwe, nguva yekudyara, kugoverwa kwenzvimbo, kudzoka kunotarisirwa kana shanduko inoyerwa mukuwanikwa kweAI, mitengo kana kushandiswa kwesimba. Izvo zvakare hazvibvumire zvakazvimirira kutaura kwea16z kuti indasitiri inoda katatu-madhijiti kukura. Ruzivo rwuripo saka runotsigira kutarisisa kuhukuru hwechiziviso uye kwainobva, uku uchisiya mhedzisiro yekuzotaura. Hapana kumwe kupedzisa kwekuita kunotevera kubva pachiziviso chete.
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 uko homwe inodyara, ingave yehuremu huwandu hunowedzera sezvakarongwa, uye kana kushomeka mumachipisi, ndangariro, network, simba uye kutonhora kureruka. Iyo homwe inozopedzisira yaita uye veruzhinji zvinoramba zvisingazivikanwe.
Mubvunzo wekutanga ndewekuti Machine Age Fund inoshandisa sei capital yayo. Kuburitswa kweramangwana kunogona kuratidza kana ichiisa pamberi semiconductor dhizaini, ndangariro, network, data-center kuvaka, simba uye kutonhora, marobhoti, kana mutengi Hardware. Iyo sosi inopa zvikamu asi pasina mazita ekudyara, zvisungo kana zviitiko zvekushanda. Izvo zvakaburitswa zvaizojekesa kana zvikamu zvataurwa zvichiramba zviri thesis yakakura kana kuve ma investments chaiwo. Kusvika panguva iyoyo, basa rehomwe harigone kuongororwa kubva pachiziviso chete.
Nyaya yechipiri ndeyekuti mari inogona kukunda zvimhingamipinyi zvingasagadziriswe nemari chete. Kugadzira chip, kugadzira ndangariro, magetsi ekubatanidza, kutonhora masisitimu, kuvaka uye real-estate kusimudzira zvinosanganisira nguva dzekutungamira kwenguva refu uye kutonga, engineering uye kugovera-cheni kutsamira. PYMNTS inoshuma maonero ea16z ekuti nzvimbo idzi dziri kurova miganhu, asi chinyorwa hachiratidze kuti ndechipi chinomanikidza chakanyanya kana kuti nekukurumidza sei kusunungurwa. Kusava nechokwadi kwakafanana kunoshanda kune nguva uye chiyero. Chirevo chinotaridza zvimhingamipinyi uye zvinotsamira, asi hachipi hurongwa hunoratidza paizoonekwa humwe huwandu.
Homwe yacho inofanirawo kusiyaniswa kubva kune yakaparadzana a16z mota yezvivakwa inokurukurwa nePYMNTS. Iyo inoburitsa inoshuma kuti kambani iyi yakawedzera imwe bhiriyoni 1.7 bhiriyoni muna Ndira kuhomwe yakavambwa muna 2024 nemadhora bhiriyoni 1.25, yakatarisana neAI software yevatengi vehunyanzvi. Kunyangwe iyo homwe nyowani yehardware inopindirana nemotokari iyoyo, kuti mari mbiri idzi dzinokamura sei mari, uye kuti ingave yakaburitsa mhedzisiro inoyerwa haina kutsanangurwa mumushumo. PYMNTS inotaurawo zviziviso zvemari zvisingaenderane kubva kuMGX neUSD.AI, asi izvo hazvigadzirise mhedzisiro yehomwe yea16z. Kuenzanisa ikoko kunopa mamiriro ehurukuro yakafararira yesosi, asi hazviwedzeri humbowo nezvemota nyowani kana mhedzisiro. Mari yakashumwa inoramba iri tsananguro yemari yakaziviswa.