Kwenzekeni
I-Korea Herald ibika ukuthi abakhiqizi bamaseva baxwayise amakhasimende amakhulu esikhungo sedatha ngokukhuphuka kwentengo yezinhlelo ezisekelwe ku-Nvidia ezakhelwe kunkundla ye-Grace Blackwell ne-Vera Rubin. I-Bloomberg, njengoba icashunwe yi-Herald, ibike ukwanda okungaphezu kuka-15% ezimweni eziningi, kanti i-Information kubikwa ukuthi iveze ukwenyuka okungaba ngu-17%. I-Herald ibeka ingcindezi ikakhulukazi ekunikezeni okuqinile kwememori yomkhawulokudonsa ophezulu kanye neseva evamile ye-DRAM, ebalulekile kungqalasizinda ye-AI. Izixwayiso zekhasimende ezibikiwe namaleveli entengo awakaqinisekiswanga ngokuzimela emthonjeni yi-Nvidia, abakhiqizi beseva, noma izinkampani eziqanjwe ngamafu.
I-Korea Herald yabika ngo-Aug. 24 ukuthi i-Samsung Electronics ne-SK hynix zithola amandla okuxoxisana njengoba izindleko zememori eziphakeme zifakwa ezintengo zamasistimu eseva ye-AI asekelwe ku-Nvidia. Icaphuna i-Bloomberg, i-Herald ithe abakhiqizi bamaseva sebeqalile ukwazisa amakhasimende amakhulu esikhungo sedatha, okuhlanganisa i-Microsoft, Google, ne-Oracle, ukuthi amanani azokhuphuka ngamaphesenti angaphezu kuka-15 ezimeni eziningi zokuthunyelwa kusukela ekuqaleni kuka-2027. Ukwenyuka okubikiwe kuzothinta amasistimu asebenzisa iplathifomu ye-Google yamanje ye-Nvidia I-Black generation. I-athikili ithe usayizi wokwanda uyahlukahluka ngokukhiqizwa kwe-chip kanye nokulungiswa kwememori.
I-Herald ikhombe inkumbulo njengomthombo oyinhloko wengcindezi. Izisheshisi ze-Nvidia AI zisebenzisa inkumbulo yomkhawulokudonsa ophezulu, noma i-HBM, kuyilapho izikhungo zedatha ye-AI nazo zisebenzisa amanani amakhulu weseva evamile ye-DRAM. Ngokwedatha ye-Counterpoint Research ecashunwe embikweni, i-SK hynix ibambe u-58% wemali engenayo yomhlaba wonke ye-HBM kwikota yokuqala. AbakwaSamsung bahole imakethe ebanzi ye-DRAM ngekota yesibili ngesabelo esingu-39%, kanti izinkampani ezimbili zaseKorea zihlangene zenza ama-65% emali engenayo ye-DRAM yomhlaba wonke. Umbiko uthe iningi lemali engenayo ye-HBM kwikota yokuqala isaqhamuka ku-HBM3E, kanti i-HBM4 kulindeleke ukuthi ibe nkulu kakhulu engxenyeni yesibili yonyaka.
Umbiko uphinde wacaphuna Ulwazi, owathi abanye abahlinzeki beseva baxwayise amakhasimende ngokunyuka okungaba ngu-17% kumasistimu amakhulu asekelwe ku-Nvidia. Ulwazi lulinganisela ukuthi ukunyuka okunjalo kungase kwengeze okungenani amaRandi ayizigidi eziyizinkulungwane ezingu-5 ezindlekweni zesistimu ye-chip yesikhungo sedatha esingu-1-gigawatt. I-Herald igcizelele ukuthi lesi silinganiso siphathelene nezindleko zesistimu ye-chip esikhundleni sezindleko eziphelele zokwakha isikhungo sedatha. Izexwayiso zekhasimende, ukukhuphuka kwentengo okuyiyonayona, kanye nesilinganiso samabhiliyoni ama-$5 akuqinisekiswanga ngokuzimela emthonjeni ngabakwa-Nvidia, abakhiqizi beseva, Microsoft, Google, Oracle, noma amanye amakhasimende.
Imininingwane yomthombo: koreaherald.com ↗
Kungani kubalulekile
Umbiko ukhomba izindleko eziqondile kanye nesithiyo sokuhlinzekwa kwengqalasizinda ngemuva kwemisebenzi emikhulu ye-AI. Iphinde iphakamise ukuthi i-Samsung ne-SK hynix bangase babe namandla okuxoxisana okwengeziwe ngoba balawula amasheya abalulekile e-HBM kanye nemali engenayo ebanzi ye-DRAM. Izintengo eziphakeme zesistimu zingathinta ezomnotho kanye nesivinini samaphrojekthi amasha esikhungo sedatha ye-AI, nakuba umthombo ungaqinisekisi ukuthi noma iyiphi iphrojekthi ehleliwe ikhanseliwe noma ibambezelekile.
Inani elibikiwe lenyusa udaba ngoba ukusebenzisa ikhompuyutha kwe-AI kuncike ekuhlanganisweni okuqinile kwama-accelerator, inkumbulo, inethiwekhi, nengqalasizinda yamandla. Uma intengo yezinhlelo eziphelele ezisekelwe ku-Nvidia ikhuphuka, izinkampani ezakha amandla amasha zingase zidinge ukuchitha imali eningi ngaphambi kokukhiqiza imali engenayo ngezinsizakalo ze-AI. Iphephandaba iHerald licaphune uShin Joong-ho, inhloko yocwaningo kwa-LS Securities, owathi izinkampani ezinkulu zobuchwepheshe zingakwazi ukudonsa izindleko eziphakeme okwesikhashana kodwa zingase zibuyekeze imbuyiselo elindelekile yamaphrojekthi amasha esikhungo sedatha ye-AI uma ukwehla kwamandla emali enkumbulo kuqhubeka nokwenyusa amanani entengo yesistimu.
Indaba futhi ikhombisa ukuthi umnotho wengqalasizinda ye-AI usatshalaliswa kanjani kulo lonke uchungechunge lokuhlinzeka. I-Nvidia ingumnikezeli obonakala kakhulu wezinkundla zokusheshisa, kodwa abenzi benkumbulo bangaba nomthelela lapho i-HBM etholakalayo kanye nomthamo we-DRAM wesiphakeli uboshiwe. I-Herald icaphune ukulindela kwe-TrendForce ukuthi izintengo zenkontileka yeseva ye-DRAM zizokhuphuka omunye u-13% ziye ku-18% kwikota yesithathu ukusuka kwikota edlule njengoba isidingo se-AI sithatha umthamo otholakalayo. Lezi zibalo zichaza okulindelwe yimakethe namanani enkontileka abikiwe, hhayi inani eliphelele elikhokhelwa umthengi ngamunye.
Ingcindezi idlulela ngale kwezinhlelo ze-Nvidia. I-Herald ibike ukuthi i-Amazon, Microsoft, Google, kanye ne-Meta bakha amaphrosesa abo e-AI ukuze banciphise ukuthembela ku-Nvidia, kodwa bathi lezo zinhlelo nazo zidinga inkumbulo esebenza kahle kakhulu. Lokho kusho ukuthi ama-chips angokwezifiso angahlukanisa ukunikezwa kwesisheshisi ngaphandle kokususa ibhodlela lememori. I-athikili ayibonisi ukuthi angakanani amandla entengo abikiwe ahumushela inzuzo ye-Samsung noma i-SK hynix, futhi ayiqinisekisi ukuthi izintengo eziphezulu zeseva zizokwehlisa ngokubonakalayo ukufinyelela komthengi kumasevisi e-AI.
I-Interactive Mechanism: Indlela Esebenza Ngayo Ngempela
Hlola ubuchwepheshe obuyisisekelo ngemuva kwalokhu kuthuthukiswa ngokuhlanganyela.
Which component of an AI application is the machine-learning model itself?
Ongakubuka ngokulandelayo
Buka imiphumela yezezimali ezayo ye-Nvidia, ukuvela kokuthunyelwa kwe-HBM4, kanye nokuthi abahlinzeki beseva bayakuqinisekisa yini esidlangalaleni ukwenyuka okubikiwe. Okungaziwa okubalulekile amanani anembile akhokhelwa amakhasimende ngamanye, isabelo sezindleko zohlelo ngalunye olubangelwa inkumbulo, noma ngabe izindleko eziphakeme zidluliswa ngokufanayo, nokuthi izinkampani zamafu zilungisa kanjani ukusetshenziswa kwengqalasizinda ye-AI. Izisheshisi ze-AI zangokwezifiso ezivela ku-Amazon, Microsoft, Google, kanye ne-Meta zinganciphisa ukuncika ku-Nvidia, kodwa i-Herald ibika ukuthi zisadinga inkumbulo yokusebenza okuphezulu.
Imiphumela yekota yesibili yezimali ye-Nvidia, okufanele ngoLwesithathu ngokusho kwe-Herald, ingase inikeze ubufakazi obulandelayo bomphakathi mayelana nesidingo, ukuhlinzekwa, kanye nezindleko zokuthumela izinhlelo zayo ezintsha. Izimpawu ezibalulekile zingabandakanya ukuphawula ngokukhiqizwa kukaVera Rubin noGrace Blackwell, ukutholakala kwenkumbulo, ukuzibophezela kwamakhasimende, nokuthi i-Nvidia noma ozakwethu bayo bokukhiqiza bayaluvuma yini ushintsho lwamanani abanzi. Umthombo awunikezi impendulo ye-Nvidia ngezexwayiso zekhasimende ezibikiwe.
Ukwamukelwa kwe-HBM4 kungenye inkomba ebalulekile. I-Herald ithe ukuthunyelwa kwe-HBM4 kulindeleke ukuthi kube nenjongo enkulu engxenyeni yesibili yonyaka, kuyilapho i-SK hynix ibe nokuhola kwangaphambi kwesikhathi ku-HBM kanti i-Samsung yanda emikhiqizweni ye-HBM ethuthukisiwe. Ukwabelana kwemakethe okuzayo nedatha yamanani kungabonisa ukuthi abahlinzeki ababili base-Korea bayasigcina yini isilinganiselo njengesikali sezindinganiso zememori entsha, noma ukuthi umthamo owengeziwe nabahlinzeki abaqhudelanayo bayawudambisa yini umkhawulo.
Okokugcina, izibukeli kufanele zihlukanise ukukhuphuka kwentengo yesistimu okubikiwe kusukela ezindlekweni ezibanzi zokwakha nokusebenza kwezikhungo zedatha ye-AI. I-athikili ayibonisi amavolumu e-oda yamakhasimende athintekile, imigomo yenkontileka, amashejuli okulethwa, noma izintengo zokugcina zokuthenga. Futhi ayiqinisekisi ukuthi ingabe ukwenyuka okubikiwe kungokwesikhashana, noma ngabe konke ukulungiselelwa kwe-Nvidia kuthintekile, noma ukuthi izinkampani zamafu zizolibazisa, zishintshe usayizi, noma ziqondise kabusha amaphrojekthi. Lawo maqiniso azonquma ukuthi ingabe ukuthuthukiswa kuwukuphela kwesikhashana kubahlinzeki benkumbulo noma ukuhlolwa okubanzi kwezomnotho wengqalasizinda ye-AI.