I-TechCrunch ibika ukuthi i-Anthropic isayine isivumelwano sekhompyutha sika-$45 billion neNscale

Kwenzekeni

I-TechCrunch ibika ukuthi i-Anthropic isayine isivumelwano esibalelwa ku-$45 billion sokuqasha ikhompuyutha ye-AI kwa-Nscale, isebenzisa amasistimu akhiwe eduze kwama-chips akwaVera Rubin e-Nvidia. Umbiko uthi uhlelo lweminyaka eyisithupha luzodonsa amandla esikhungweni sedatha se-Flagship sika-Nscale eWest Virginia, nesevisi okulindeleke ukuthi iqale ngasekupheleni kuka-2027. Isivumelwano asiqinisekiswanga ngokuzimela emthonjeni yi-Anthropic noma i-Nscale.

I-TechCrunch ibika ukuthi i-Anthropic ivumile ukuqasha ikhompuyuthi ye-AI ye-AI elinganiselwa ku-$45 billion kwa-Nscale, inkampani yengqalasizinda ye-AI yaseBrithani eyasungulwa ngo-2024. Lo mbiko uveza imininingwane emthonjeni owazi kahle isivumelwano futhi uthi i-Bloomberg yaqala ukuyibika. Ayikho inkontileka yomphakathi noma isiqinisekiso esiqondile esivela ku-Anthropic noma i-Nscale esifakiwe emthonjeni, ngakho imigomo yokugcina yesivumelwano ayiqinisekiswanga ngokuzimela lapha. Umbiko uchaza uhlelo njengenkontileka yeminyaka eyisithupha esikhundleni sokuthengwa kwemishini ngesikhathi esisodwa, okusho ukuthi inani elishiwo libonakala limboza ukuhlinzekwa okunwetshiwe kwamasevisi ekhompyutha.

Ngokusho kwe-TechCrunch, i-Nscale izohlinzeka ngomthamo ngokusebenzisa izinhlelo ze-Vera Rubin ze-Nvidia. I-athikili ichaza u-Vera Rubin njengohlelo oluhlanganisa ama-chips ayisithupha ahlukene asebenza ndawonye futhi luyiphawule njengohlelo olusha lwe-chip ye-Nvidia olusha kakhulu. I-TechCrunch ithi umthamo wekhompiyutha kulindeleke ukuthi uqale ukunika amandla izinsizakalo ze-Anthropic ngasekupheleni kuka-2027 nokuthi ingqalasizinda izovela esikhungweni sedatha se-Nscale eNtshonalanga Virginia. Umthombo awucacisi inani lamasistimu, inani likagesi elihilelekile, ishejuli yokulethwa enembile, noma ukuthi inani lamaRandi ayizigidi eziyizinkulungwane ezingu-45 lizobalwa kanjani.

I-TechCrunch ibeka isivumelwano esibikiwe ngaphakathi kokunwetshwa okubanzi kwezinhlelo zekhompuyutha ze-Anthropic. I-athikili ithi i-Anthropic phambilini isayine isivumelwano seminyaka eyisithupha, esingamaRandi ayizigidi eziyizinkulungwane eziyi-10 ne-AI yokuqalisa ifu i-Volta ukuze ithole umthamo ovela esikhungweni sedatha eNorway, kwathi ngoJulayi yasayina isivumelwano esihlobene nekhompyutha esingu-$5 billion ne-AMD. Iphinde ibike ukuthi i-Anthropic idalule ubudlelwano obukhudlwana ne-Amazon obubandakanya amagigawathi amahlanu engeziwe wokubala, kuyilapho inweba ubudlelwano bayo ne-Google kanye ne-Broadcom. I-TechCrunch iphinde ithi uhlelo lwangaphambili lwe-SpaceX kubikwa ukuthi luhlinzeka ngomthamo ongabiza u- $1.25 billion njalo ngenyanga. Lezi zibalo ezizungezile nezinhlelo zibikwa yi-TechCrunch futhi azikakaqinisekiswanga ngokuzimela emthonjeni onikeziwe.

Imininingwane yomthombo: techcrunch.com ↗

Kungani kubalulekile

Isivumelwano esibikiwe sizoba ukunwetshwa okukhulu kwezibopho zekhompiyutha ze-Anthropic futhi sibonisa ukuthi izinkampani ze-AI zasemngceleni zithola kanjani ingqalasizinda iminyaka ngaphambi kwesidingo esilindelekile. Iphinde ixhumanise ukuthuthukiswa kwemodeli nokutholakala kwesevisi nokwakhiwa kwesikhungo sedatha, ama-chip athuthukisiwe, ugesi, kanye nezimali zabahlinzeki bengqalasizinda abasebancane.

Isivumelwano se-Nscale esibikiwe sibonisa ukuthi ukuncintisana phakathi kwezinkampani ezihamba phambili ze-AI kuya ngokuya kuqhudelana nengqalasizinda ebonakalayo. Umthamo wekhompuyutha uncike kuzisheshisi ezithuthukisiwe, indawo yesikhungo sedatha, ukupholisa, uxhumo lwenethiwekhi, nogesi. Uma isivumelwano siqhubeka njengoba kuchaziwe, i-Anthropic izobe igcina ukufinyelela ekunikezelweni okukhulu kwesikhathi esizayo kwalezo zinsiza kunokuthembela kuphela ekutholakaleni kwamafu kwesikhathi esifushane. Lokho kungasiza inkampani iqeqeshe futhi isebenzise amasistimu amakhulu noma asetshenziswa kakhulu, kodwa umthombo awuqinisekisi ukuthi yimaphi amamodeli athile noma imikhiqizo amandla azowasekela.

Isivumelwano siphinde sigqamise ubungozi bezezimali nokusebenza obudalwe ukunwetshwa kwengqalasizinda ye-AI ngokushesha. I-Nscale yasungulwa ngo-2024 kuphela, ngokusho kwe-TechCrunch, nokho ukuzibophezela okubikiwe kuzoyenza ibe nesibopho sokuletha inani elikhulu kakhulu lekhompiyutha leminyaka eminingi. Umthombo uthi iNscale isivele ifinyelele izivumelwano nezinkampani ezihlanganisa i-Microsoft, kodwa ayinikezi imininingwane ngezimali zikaNscale, inqubekelaphambili yokwakhiwa, ama-oda wehadiwe, izinkontileka zikagesi, noma ikhono lokufeza izidingo ze-Anthropic. Lokho okungaziwa kubalulekile ngoba isivumelwano sekhompiyutha yeminyaka eminingi singaba wusizo kuphela uma izakhiwo, ama-chips, ugesi, kanye nenethiwekhi kufika ngesikhathi esimisiwe futhi kusebenza ngokwethembeka.

Emphakathini, umjaho wengqalasizinda ungase uthinte ukutholakala nomnotho wezinsiza ze-AI nanoma abasebenzisi bengalokothi bahlanganyele nesikhungo sedatha ngokuqondile. Umthamo owengeziwe ungasekela ukufinyelela okubanzi noma izinsiza ezinekhono, kuyilapho izindleko nokushoda kwekhompyutha ethuthukisiwe nakho kungaqinisa inzuzo yezinkampani ezinkulu. Ukuhlangana okubikiwe kokunikezwayo phakathi kwe-Nvidia, Amazon, Google, AMD, SpaceX, Volta, kanye namafemu engqalasizinda akhethekile aphakamisa ukuthi ukuthuthukiswa kwe-AI sekuboshelwe eqenjini elincane labahlinzeki behadiwe namafu. Lokho kuwumphumela wokuhlaziya wezinhlelo ezibikiwe, hhayi okutholiwe okuboniswe ngokuzimele yi-athikili.

Ongakubuka ngokulandelayo

Imibuzo esemqoka ukuthi i-Anthropic noma i-Nscale iyasiqinisekisa esidlangalaleni isivumelwano, ukuthi isibalo esilinganiselwa ezigidini eziyizinkulungwane ezingama-45 sekhompyutha simelela yini, nokuthi isikhungo saseWest Virginia sifinyelela ukusebenza ngesikhathi esimisiwe. Umthelela wesivumelwano ekuqeqesheni imodeli ye-Anthropic, ukutholakala komkhiqizo, amanani, nokuncika kwingqalasizinda yangaphandle alokhu akwaziwa.

Isinyathelo sokuqala sokuqinisekisa impendulo yomphakathi evela ku-Anthropic noma i-Nscale, kanye nanoma iyiphi inkontileka, ukufakwa kwefayela okulawulwayo, ukudalulwa kwezimali, noma isimemezelo sesikhungo esicacisa isivumelwano. Umthombo awunikezi siqinisekiso kunoma iyiphi inkampani. Futhi ayisho ukuthi inani lezigidigidi ezingama-$45 liwukuzibophezela okuncane okuqinile, inani elikhulu elingaba namandla, noma isilinganiso esisekelwe ekusetshenzisweni okulindelekile nezintengo zesikhathi esizayo. Leyo mehluko izoshintsha ngokubonakalayo indlela isivumelwano okufanele siqondwe ngayo.

Idethi yokuqala ebikwe ngasekupheleni kuka-2027 ingenye indawo yokuhlola ebalulekile. Izibukeli zizodinga ubufakazi bokuthi isikhungo sedatha saseNscale saseWest Virginia sivikele amandla, ukwakhiwa okuqediwe nokuthunyelwa kwemishini, futhi singasebenzisa izinhlelo ze-Vera Rubin ze-Nvidia ngesilinganiso esidingekayo. Umthombo awunikezi uhlelo lwezikhathi zokwakha olunemininingwane, inani lamandla, ukwabiwa kwe-chip, noma uhlelo lwesimo esiphuthumayo uma ukulethwa kubambezelekile. Ngakho-ke akunakwenzeka kulo mbiko ukucacisa ukuthi abasebenzisi be-Anthropic bazobona nini noma yimuphi umphumela ongokoqobo.

Okokugcina, bheka ubufakazi mayelana nokuthi ikhompuyutha izosetshenziselwa ini ngempela. I-TechCrunch ithi umthamo kulindeleke ukuthi unike amandla izinsiza ze-Anthropic, kodwa awukhombi ukwethulwa kwemodeli, ukunwetshwa komkhiqizo, ukuqeqeshwa, noma ukuzibophezela kwamakhasimende okuhambisana nesivumelwano. Ukudalulwa kwesikhathi esizayo kungabonisa ukuthi i-Anthropic isebenzisa ingqalasizinda ikakhulukazi ukuqeqeshwa okuyimodeli, ukucatshangelwa kwemikhiqizo ekhona, isidingo sebhizinisi, noma inhlanganisela yezinjongo. Kuze kuvele leyo mininingwane, ukuthuthukiswa okumaphakathi okuqinisekisiwe yisivumelwano sengqalasizinda esibikiwe seminyaka eminingi—hhayi ukuthuthukiswa okuqinisekisiwe kwamandla emodeli, ukwethembeka kwesevisi, noma ukufinyelela komsebenzisi.

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