Ukufika kwe Ukuthengwa kwe-Groq yiNvidia sekubonakala kuyinto enkulu kunazo zonke okwamanje kubuhlakani bokwenziwa.Umenzi we-chip uphothula isivumelwano sokuthola izimpahla ezibaluleke kakhulu zenkampani entsha yase-US egxile kuma-accelerator e-AI, isinyathelo esingaphinde sishintshe ibhalansi yamandla kulo mkhakha.
Ngokusho kwemibiko ehlukahlukene evela kwabezindaba zezomnotho nalabo abathintekayo, Ukuthengiselana kuzoba yimali ecishe ibe yizigidigidi ezingama-20.000 zamaRandi., isibalo esingenza lo msebenzi enkulu kunazo zonke emlandweni weNvidiaNokho, lesi sinyathelo sakhiwe njengenhlanganisela yelayisensi yobuchwepheshe kanye nokuthengwa kwempahla, ifomula eyivumela ukuthi iqinise isikhundla sayo ngaphandle kokuthatha inkampani noma ibhizinisi layo lamafu ngokugcwele.
I-Nvidia ne-Groq: ukuthengiselana kwempahla okulingana nokuthenga
Indawo yokuqala esemthethweni i- isivumelwano selayisensi esingeyona ekhethekile se- Ubuchwepheshe bokuqagela be-Groq Kusayinwe neNvidia. Ephepheni, kuyisivumelwano sokwandisa ukufinyelela kuzixazululo ze-AI ezisebenza kahle kakhulu nezingabizi kakhulu, kodwa umbhalo omncane udlulela phambili kakhulu: lesi sikhulu saseCalifornia sizothenga cishe zonke izimpahla zobuchwepheshe zale nkampani entsha.
Imithombo ngaphakathi kwemboni kanye naphakathi kwabatshalizimali beGroq ikhombisa ukuthi I-Nvidia izokhokha cishe amaRandi ayizigidi eziyizinkulungwane ezingama-20.000 ngemali ngalezo zimpahla. Lesi sibalo siyamangalisa sodwa, kodwa simangalisa nakakhulu uma siqhathaniswa nomlando wakamuva wenkampani: ezinyangeni ezimbalwa ezedlule, umjikelezo wokuxhasa ngezimali weGroq wabiza inkampani cishe ngamaRandi ayizigidigidi ezingu-6.900 ngemva kokuqoqa amaRandi ayizigidi ezingu-750.
Lo msebenzi uklanywe ngokuthi ukuthengwa kwempahla kunokuthengwa kwenkampani ngendlela evamileEmpeleni, iNvidia izogcina impahla yobuhlakani, ukwakheka kwama-chip, ubuchwepheshe bokuqagela, kanye nemishini eminingi ebalulekile, kuyilapho inhlangano esemthethweni yeGroq kanye nebhizinisi layo elisanda kwethulwa lokubala amafu lizolandela indlela yalo.
Lolu hlelo luvumela iNvidia ukuthi iqinise iphothifoliyo yayo yehadiwe ye-AI ngaphandle kokusebenzisa isevisi ye-GroqCloud, okungayenza ibe ngumncintiswano oqondile kumakhasimende amakhulu afana I-AWS, i-Azure, noma i-Google CloudNgale ndlela, igcina indima yayo njengomhlinzeki we-silicon ethuthukisiwe ngenkathi igwema ukungqubuzana okuqondile nama-giants amafu ahlanganisa ama-GPU ayo ezikhungweni zedatha emhlabeni wonke, kufaka phakathi iYurophu.
Ngokwemibandela yenkampani, I-Groq izoqhubeka nokusebenza njengenkampani ezimele kanye noSimon Edwards njenge-CEONakuba idlulisela kuNvidia izimpahla ezenze inkampani yaba ngelinye lamagama ashisa kakhulu kwihadiwe ye-AI, lesi sakhiwo sikhumbuza ezinye izinyathelo zakamuva zeNvidia ngokwayo nezinkampani ezintsha ezifana ne-Enfabrica: izivumelwano ezethulwa njengamalayisense obuchwepheshe, empeleni, alingana nokuthengwa kwethalente kanye nempahla yobuhlakani okufihliwe.
Ubani uGroq futhi unikela ngani esu likaNvidia?
UGroq wazalwa ngo-2016 ngu- Onjiniyela bangaphambilini be-Google abaholwa nguJonathan Ross, omunye wabathuthukisi bokuqala be-Tensor Processing Units (TPUs) yenjini yokusesha. Kusukela ekuqaleni, inkampani ikhethe indlela ethile kakhulu: ukuklama ama-chip akhethekile esigabeni sokucabanga se-AI, okungukuthi, ekusebenziseni amamodeli aqeqeshwe kusengaphambili ngesikhathi sangempela.
Lokho kugembula kwenzeka endaweni eyaziwayo Amayunithi Okucubungula Ulimi (LPU)ama-accelerator aklanyelwe ukucubungula amamodeli olimi ane-latency ephansi kakhulu kanye nesivinini esikhulu kakhulu sokukhiqiza amathokheni. Ngokusekelwe kulobu buchwepheshe, i-Groq yakhe isiphakamiso sokuthi, ngokusho kwenkampani uqobo, Ivumela amamodeli amakhulu ezilimi ukuthi asebenze ngokushesha okuphindwe kaningana futhi asebenzise amandla aphansi kakhulu kunama-GPU avamile.Lokhu kunciphisa nezindleko zokusebenza kulabo abaphatha imithwalo yemisebenzi emikhulu.
Ukukhanga kwamakhasimende ezinkampani kanye nabahlinzeki bezinsizakalo kusobala: kwezinhlelo zokusebenza ezifana nama-chatbot, abasizi ababonakalayo, noma amathuluzi okukhiqiza asekelwe ku-AIEzindaweni lapho yonke imizuzwana yokuphendula kanye ne-watt ngayinye esetshenziswayo ibalulekile, ukuba nezisheshisi ezithuthukisiwe kakhulu kungenza umehluko omkhulu. Akuyona into engaqondakali ukuthi uGroq uthi usevele ukhonza izigidi zabathuthukisi kanye nezinkampani ze-Fortune 500, ngokufakwa kwezikhungo zedatha kulo lonke elaseNyakatho Melika, eYurophu naseMpumalanga Ephakathi.
KuNvidia, ukufaka lobu buchwepheshe kusho ukumboza uhlangothi lapho iziphakamiso ezihlukile zaziqala ukuvela khona. Ukubusa kwayo kwakhiwe ikakhulukazi ku ingxenye yokuqeqeshwa kwamamodeli, ngenxa yama-GPU ayo ezikhungo zedathaKodwa isiphetho yinkundla lapho ukusetshenziswa kwansuku zonke kwe-AI yokukhiqiza kudlalwa khona, kokubili ezinkampanini kanye nakubasebenzisi bokugcina.
Njengamanje ngilawula ama-accelerator e-Groq kanye nethimba layo lobunjiniyela, I-Nvidia ingahlanganisa ama-LPU nezinye izakhiwo ezithile ngaphakathi kwendalo yayoLe nkampani ihlose nikeza izixazululo ezihlanganisiwe lapho ama-GPU kanye nama-accelerator amasha esebenza ndawonye, ​​ngaleyo ndlela ehlanganisa yonke impilo yamamodeli: kusukela ekuqeqeshweni kwawo ngamaqoqo amakhulu kuya ekucabangeni okukhulu ngezinsizakalo zomphakathi noma zangasese, okuhlanganisa nalezo ezisebenza kwi-European Union.
Imininingwane yokusebenza: ithalente, ilayisensi, kanye nebhizinisi lamafu
Ngale kwezibalo, elinye lamaphuzu abalulekile esivumelwaneni ukudluliselwa kwabantu. UJonathan Ross, umsunguli futhi kuze kube manje oyi-CEO yeGroq, uzojoyina iNvidia ukusebenza ekuhlanganisweni nasekukhulisweni kobuchwepheshe obunelayisensi. Uzojoyina umongameli wale nkampani entsha, uSunny Madra, kanye nabanye abaphathi bezobuchwepheshe abaye baba nesandla ekuthuthukisweni kwama-chip okuqagela.
Lokhu kutholwa kwethalente kuyingxenye yephethini yeNvidia eminyakeni yamuva nje: Akuyona nje impahla yobuhlakani ebalulekile, kodwa futhi nethimba elenze kwaba nokwenzeka.Le nkampani yamazwe ngamazwe kakade yayisebenzisa uhlelo olufanayo lapho itshala amakhulu ezigidi kwezinye izinkampani zengqalasizinda, kamuva yahlanganisa abasunguli bayo kanye nengxenye yabasebenzi bayo.
Isivumelwano sizoxhomeka ku- isivumelwano selayisensi esingeyona ekhethekile Lokhu kuzovumela iNvidia ukuthi isebenzise ubuchwepheshe beGroq kumapulatifomu ayo ehadiwe nesofthiwe. Lokhu kungeyona into ekhethekile kushiya umnyango uvulekele abanye abadlali ukuthi baqhubeke nokusebenzisa okunye kwalokhu kusungulwa, yize kuhlale kungaphansi kwesambulela nokulawulwa kwenhlangano manje eba ngumnikazi oyinhloko walezi zimpahla.
Ngesikhathi esifanayo, I-GroqCloud — ibhizinisi lenkampani lokubala amafu — lizobe lingaphandle kobubanzi bokuthengiselanaLokhu kuhlukaniswa akubalulekile: Ngakho-ke iNvidia igwema ukwengeza isevisi yamafu esakhiweni sayo engancintisana ngqo namafu e-Amazon, i-Microsoft noma i-Google, lapho igcina khona izivumelwano ezijulile zokubambisana ukuze inikeze ama-GPU kanye nezinye izisheshisi.
Imithombo yemakethe ichaza ukuthi ifomula Ivumela iNvidia ukuthi ithole "cishe konke" ekukhathalelayo kuGroq —ama-chip, imiklamo, amalungelo obunikazi kanye nemishini— ngenkathi kunciphisa ingozi yokungqubuzana okuncintisanayo namakhasimende ayo amakhulu futhi kugwema ngokwengxenye ukuhlolwa okuqinile kwemithetho yezinsizakalo zamafu.
Ukwenyuka kwenani lentengo okuvuza abatshalizimali beGroq
Olunye uhlangothi lwemali ngabatshalizimali. Umjikelezo wakamuva wokuxhaswa ngezimali weGroq, owavalwa ngoSepthemba, ubeke inani layo ngemuva kwemali cishe ku-$6.900 billion. ngemuva kokuqoqa imali ecishe ibe yizigidi ezingama-750 zamaRandi. Lolu xhaso lwaholwa yi-Disruptive, kanye nokubamba iqhaza okukhulu okuvela ku-BlackRock, Neuberger Berman, DTCP, kanye nezinye izimali ezinkulu ezivela e-US West Coast.
Kanye nalabo badlali bezezimali, Abalingani bamasu abafana ne-Samsung kanye ne-Cisco Systems nabo bajoyine lo msebenzi.kanye nezimali eziningana ze-venture capital ezigxile kwezobuchwepheshe obujulile. Ngesivumelwano esibeka inani lokuthengiselana cishe ku-$20.000 billion, abatshalizimali bokuqala bazobona nge-inthanethi inani lesabelo sabo liphindwe kathathu ezinyangeni ezimbalwa ezedlule.
Usayizi wesheke unikeza umbono wokuthi kude kangakanani I-Nvidia yayifuna ukudlula izinyathelo ezingaba khona zezimbangi noma amaklayenti amakhulu efu. abanesifiso sokuthola ukufinyelela okukhethekile kubuchwepheshe bukaGroq. Esimweni sokuncintisana okukhulu kwethalente kanye nempahla yobuhlakani ku-AI, ukukhokha imali ephezulu kangaka kungabonakala njengendlela yokuzivikela kwezinye izindlela ezingase ziqede ukubusa kwazo.
Ngokombono wezezimali, inkampani iqala isesimweni esikhululekile. I-Nvidia iqoqe amashumi ezigidigidi zamaRandi ngemali kanye nokutshalwa kwezimali kwesikhashanaLokhu kugodla kubavumela ukuthi benze imisebenzi engaka ngaphandle kokubeka engcupheni ngokweqile ibhalansi yabo. Noma kunjalo, ukusetshenziswa kwemali kuqinisa umqondo wokuthi ihadiwe ye-AI yanamuhla isibe yimpahla entulekayo neyiqhinga.
Ngalo msebenzi, I-Nvidia idlula kakhulu ukuthengwa kwayo okukhulu kwangaphambilini, i-Mellanox ngo-2019 ngamadola ayizigidi eziyizinkulungwane eziyisikhombisa., futhi iqinisekisa ukuthi izimisele ukuya phambili kakhulu ngokwenani uma ithola ubuchwepheshe obuhambisana nohlelo lwayo lwemakethe yesikhungo sedatha kanye nezinsizakalo ze-AI.
Umthelela emakethe ye-AI chip kanye nomncintiswano womhlaba wonke
Ukuthengwa kweGroq yiNvidia kuza ngesikhathi lapho Le nkampani isivele inesabelo esivelele emakethe ye-AI accelerator.ikakhulukazi emkhakheni wokuqeqeshwa kwamamodeli ezikhungweni ezinkulu zedatha. Manje ngokwengeza ubuchwepheshe bokuqagela obusezingeni eliphezulu, kuthatha elinye igxathu eliya ekunikezelweni okucishe kube okuphelele.
Ezinkampanini eziningi, kufaka phakathi izinkampani zaseYurophu ezisebenzisa i-AI ekhiqizayo efwini noma ezikhungweni zazo zedatha, Ukuba nomhlinzeki oyedwa okwazi ukumboza kokubili ukuqeqeshwa kanye nokuphetha kwenza kube lula ukuhlanganiswa kobuchwepheshe. kanye nokuphathwa kwehadiwe. Lokhu kulula kungase kuqinise kakhulu ukuthandwa kweNvidia kunezinye izindlela ezintsha.
Kodwa-ke, lokhu kuhlanganiswa kudala nokungabaza. Abalawuli kanye namakhasimende amakhulu baveze ukukhathazeka ezinyangeni zakamuva mayelana nokugxilwa emakethe Lesi simo sizungeze abadlali abambalwa, kanti iNvidia isesikhundleni esivelele kakhulu. Isivumelwano neGroq, yize sakhiwe njengokuthengwa kwempahla, singakhuthaza uphenyo olusha lokulwa nokungathembani e-United States nakwamanye amazwe.
Kwamanye ama-chip e-AI amasha—kusukela ku-Cerebras kuya ku-SambaNova noma i-Graphcore, akhona kakhulu empikiswaneni yaseYurophu—umyalezo ucacile: Izinkampani zobuchwepheshe ezisunguliwe zizimisele ukuthola izimbangi zazo ezithembisayo kakhulu. Kakade sebetshala imali eningi kakhulu ukuze bahlanganise izakhiwo abazibheka njengezinobuhlakani.
Ngokuhambisanayo, Abahlinzeki bezinsizakalo zamafu njenge-Amazon, i-Microsoft, noma i-Google babhekene nesimo esiyinkimbinkimbi kakhuluNgakolunye uhlangothi, badinga ukuqinisekisa ukuthi kukhona okwanele ukusheshisa i-AI ukuze kuhlangatshezwane nesidingo esikhulayo; ngakolunye uhlangothi, bazama ukunciphisa ukuthembela kwabo kumthengisi oyedwa. Ukuthengwa kwe-Groq yi-Nvidia kunciphisa kakhulu ububanzi bezinketho esigabeni sokuqondiswa okuthuthukisiwe.
Imiphumela eYurophu kanye nakubasebenzisi be-AI
Umthelela walo mnyakazo awugcini eSilicon Valley kuphela. IYurophu ibeke njengento ebaluleke kakhulu ekuncishisweni kokuthembela kwayo kubantu besithathu kuma-semiconductor.Lokhu kubonakala ezinhlelweni ezifana noMthetho we-EU Chips. Kulesi simo, zonke izivumelwano ezinkulu eziqinisa umhlinzeki ongeyena owe-EU zidala impikiswano mayelana nokuzimela kobuchwepheshe bezwekazi.
UGroq wayesevele esebenza izikhungo zedatha eYurophu naseMpumalanga EphakathiUkukhonza izinkampani ezifuna ukubambezeleka okuphansi kanye nokuthobela imithetho yendawo, ikakhulukazi maqondana nokuvikelwa kwedatha. Ukuhlanganisa ubuchwepheshe bazo ohlelweni lwe-Nvidia, esikhathini esiphakathi, kungaholela ezisheshiseni ezinamandla kakhulu ezitholakala esifundeni, kodwa futhi nasekuthembeleni okukhulu kumhlinzeki oyedwa.
Ezinkampanini zaseYurophu ezakha imikhiqizo esekelwe ku-AI ekhiqizayo—kusukela emabhange kanye nabathengisi bomshuwalense kuya ezitolo zezindaba kanye nabakhiqizi—, Ukutholakala kwehadiwe esebenza kahle futhi ekhethekile yokuqagela kunganciphisa izindleko futhi kunciphise ukusetshenziswa kwamandla.Lokhu kubaluleke kakhulu e-EU, lapho imigomo yokuzinza kanye nokusebenza kahle kwamandla idlala indima ebaluleke kakhulu ezinqumweni zokutshalwa kwezimali.
Ezingeni lokulawula, IKhomishini yaseYurophu ingahlola umthelela womsebenzi uma ilindele imiphumela ebalulekile ekuhlinzekweni kwama-chip e-AI emakethe eyodwa. Nakuba ukuthengiselana kwahlelwa njengokuthengwa kwezimpahla zaseNyakatho Melika, izinga lomhlaba wonke lomkhakha lisho ukuthi noma yiluphi ushintsho olukhulu ekugxilweni kwemakethe luzoba nemiphumela eYurophu.
Kubasebenzisi bokugcina, kokubili eSpain kanye nakwezinye izingxenye ze-EU, Ukuhlanganisa ubuchwepheshe beGroq emikhiqizweni yeNvidia kungabangela izinsizakalo ze-AI ezisheshayo nezibushelelezi.Kusukela kuma-chatbot kuya kumathuluzi okukhiqiza kanye nabasizi be-inthanethi, lokhu kuthuthukiswa kuza nokungaqiniseki kokuthi amanani azoshintsha kanjani kanye nezinga lokuncika kumhlinzeki oyedwa.
Isinyathelo sikaNvidia noGroq siqinisekisa ukuthi inhliziyo yomjaho wobuhlakani bokwenziwa itholakala kwihadiwe: Ngalesi sinyathelo, umholi we-GPU uqinisa ukulawula kwakhe ukuqagela ngenkathi ethumela umlayezo ocacile emakethe.Ubuchwepheshe bokusheshisa obuthuthuke kakhulu, maduze nje, buzogcina bungaphansi kwesambulela sabadlali abakhulu, kanye nemiphumela ezodlula kakhulu umkhakha wama-chip futhi izozwakala endleleni izinkampani nabasebenzisi, nabo baseYurophu, abafinyelela ngayo i-AI eminyakeni ezayo.
