I-OpenAI iqinisekise i-a umfelandawonye ne-Broadcom ukuklama nokwenza awawo ama-chips obuhlakani bokwenziwa, umnyakazo ofuna ukuvikela imisipha yokubala futhi ulungise izindleko phakathi nokunwetshwa kwamamodeli ayo okukhiqiza.
Njengoba zombili izinkampani sezichazile, I-OpenAI izothatha izintambo zokuklama ama-accelerator futhi i-Broadcom izobhekana nentuthuko, ukukhiqiza kanye nokusatshalaliswa, ngohlelo olukhomba isigamu sesibili sika-2026 kanye nengqalasizinda elingana nendawo yonke 10 gigawatts kagesi.
Ukuthi isivumelwano sihlanganisani nokuthi imisebenzi isatshalaliswa kanjani
Uhlelo lubheka izinhlelo ezisuselwe ku Isitaki se-Ethernet se-Broadcom kanye nobuchwepheshe benethiwekhi, ehlanganiswe kuzo zombili izikhungo zedatha ze-OpenAI kanye nengqalasizinda yozakwethu bangaphandle, enenethiwekhi, inkumbulo, nokuhlanganiswa kwekhompyutha okuklanyelwe umsebenzi wakho.
Inkampani igcina lokho ihadiwe ethile yamamodeli akho Uzokwazi ukuzuza ukusebenza kahle, ukusheshisa ukuqeqeshwa kanye nencazelo, futhi ekugcineni ulethe amamodeli asheshayo, angabizi kakhulu kumabhizinisi nakubasebenzisi.
USam Altman uchaze lesi sinyathelo ngokuthi ukhiye wokwakha ingqalasizinda edingekayo lokho kuzoletha izinzuzo ze-AI ukukala, kuyilapho i-CEO ye-Broadcom u-Hock Tan egqamisa ukuthi i-OpenAI ishayela ezinye ze amamodeli asemngceleni athuthuke kakhulu.
Isikhathi, ubukhulu, kanye nokusetshenziswa: ibha ye-10 GW
Ukuthunyelwa kuzoqala ekupheleni kuka-2026 nge umthamo ophelele olingana no-10 GW, inani, ngokwezinjongo zokuqhathanisa, elidlula kude ugesi ophehlwa yi- Idamu leHoover futhi angahlinzeka amakhaya angaphezu kwezigidi eziyisishiyagalombili e-United States
Lokhu kweqa esikalini kubeka i abahlinzeki bakagesi kanye nochungechunge lokuhlinzeka ngesikhungo sedatha, okuzodingeka lihlangabezane nezidingo zamandla, ukupholisa, nezingxenye ngesivinini esingajwayelekile ngisho nasembonini yezobuchwepheshe.
Izinkomba zemboni zilinganisela ukuthi a 1 GW isikhungo sedatha kungaba cishe amaRandi ayizigidi eziyizinkulungwane ezingama-50.000 wokutshalwa kwezimali, okuthi cishe Izigidi ezingu-35.000 ngokuvamile abelwa ama-chips nama-accelerator; ngokwengeziwe, umzamo wezezimali we-10 GW uzoba mkhulu.
Ukuncika okuncane ku-Nvidia namadili aseceleni
Umfelandawonye ne-Broadcom uhambisana nesu lokuthi hlukanisa abahlinzeki futhi unciphise ukuncika ku-Nvidia, okutholakala kwawo namanani entengo kuye kwenza imakethe yaba nzima. Ngokuhambisanayo, i-OpenAI igcina inkontileka ne I-AMD ye-6 GW futhi sebenzisana I-Nvidia kwenye i-10 GW ingqalasizinda, ebeka ukuzibophezela okuphelele nxazonke 26 GW amandla uzibophezele.
Ngaphezu kwalaba balingani, inkampani isithuthuke kakhulu izivumelwano ne-Oracle ngengqalasizinda yamafu nezingxoxo ne I-Samsung ne-SK Hynix okuxhunyaniswe nokunikezwa kwenkumbulo kanye nezingxenye ezibalulekile zezinhlelo zabo zesikhathi esizayo.
Imigomo yezomnotho yesivumelwano ne-Broadcom azikavezwa obala, futhi uhlelo loxhaso aluzange luchazwe kabanzi. Olwazini olukhishwe abezindaba zezezimali, i-AMD kubikwa ukuthi inikeze i-OpenAI a iwaranti yamasheya afinyelela ku-160 million ngaphansi kwezimo zokuthunyelwa kwamandla, ngaphezu kokunikezwa kochungechunge lwayo olulandelayo MI450.
Imakethe ye-Broadcom kanye nesikhundla ku-ecosystem
Ngemva kwesimemezelo, I-Broadcom iphinde yakhuphuka cishe ngo-10% emakethe yamasheya., ngokuhambisana nokunyakaza osekuvele kubonwe kwa-AMD naku-Oracle kulandela izivumelwano zabo ne-OpenAI. Ku-Broadcom, lokhu kunjalo enye yezinkontileka zayo ezifanele kakhulu futhi iqinisa ukuhamba kwayo kusuka kumanethiwekhi nokuxhumana ngocingo kuya ingqalasizinda ye-AI enkulu.
Inkampani isivele iyaphakela Ama-accelerator we-XPU nezixazululo kuma-giants afana ne-Google, Meta noma i-ByteDance, futhi ibone imali engenayo kanye ne-capitalization ikhula kakhulu kusukela ngo-2022 ekushiseni kwezwe. I-AI ekhiqizayo.
Izinselele zokusebenza: amandla, izindleko nokusebenza kahle
Ibhizinisi le-AI lisekude nokuba nenzuzo ngokugcwele kubadlali abaningi, futhi yakha izikhungo zedatha zaleli zinga Kubandakanya izimvume eziyinkimbinkimbi, ukutshalwa kwezimali okukhulu, kanye nokusetshenziswa kwamandla okungacindezela amagridi asendaweni nawesifunda.
I-OpenAI iqinisekile ukuthi i- chips ngokwezifiso ukusiza ukuqukatha izindleko zekhompuyutha kanye nokuthuthukisa ukusebenza kahle kwamandla ngomsebenzi ngamunye, ukunciphisa izingqinamba uma kuqhathaniswa nokuthengwa kwamaphrosesa ezentengiselwano emakethe ngokuya ngokuncintisana.
Ibhizinisi elihlanganyelwe phakathi kwe-OpenAI ne-Broadcom limaka a uguquko emjahweni wengqalasizinda ye-AI: uhlelo lwama-accelerator alo anomkhathizwe ka-2026, i-threshold yamandla angu-10 GW, kanye nemifelandawonye efanayo ne-AMD, i-Nvidia, nabanye ozakwethu abafuna ukuvikela ukuhlinzekwa, ukunciphisa izindleko, namakhono esikali ngaphandle kokuthembela kumhlinzeki oyedwa.
