U-Nvidia uthathe esinye isinyathelo sokuhlanganisa isikhundla sakhe ku-artificial intelligence ecosystem nge $2.000 billion ijove ku-SynopsyElinye lamagama amakhulu ku-software yokuklama ama-semiconductors namasistimu kagesi ayinkimbinkimbi. Lesi sinyathelo siza ngesikhathi lapho imakethe izibuza ukuthi ingabe i-AI ​​craze idala ibhamuza, kodwa inkampani kaJensen Huang igcizelela ukuthi ukutholwa kungokoqobo futhi kukhulu.
Ukusebenza kuhlelwe ngokuthengwa kwe Ama-Synopsy amasheya avamile angu-$414,79 ngesheya ngalinyeLokhu kunikeza i-Nvidia cishe u-2,6% wemali eyinhloko kazakwethu wezobuchwepheshe. Ngalesi sinyathelo, umkhiqizi we-GPU akagcini nje ngokuqinisa ukusebenzisana kweminyaka eminingi kodwa futhi andisa inethiwekhi yokwabelana ngezabelo kumafemu abalulekile e-AI, okuhlanganisa namagama afana ne-OpenAI, Intel, ne-Nokia, okunomthelela futhi eYurophu nasezimakethe zezimali zomhlaba jikelele.
Imininingwane yokutshalwa kwezimali kanye nokusabela kwemakethe
Ngokwezitatimende zezinkampani zombili, uNvidia ukwabile $2.000 billion (cishe amabhiliyoni angu-1.715-1.720) ekutholeni amasheya avamile we-Synopsys. Intengo okuvunyelwene ngayo, $ 414,79 ngesabelo ngasinyeLokhu kumele isaphulelo esincane esingaba ngu-0,8% uma kuqhathaniswa nentengo yokugcina yokuvala ngaphambi kwesimemezelo, esigcizelela ukuthi lokhu kuwumsebenzi okuvunyelwene ngawo hhayi ukuthenga okulula emakethe.
Ngemuva kokwaziwa kokuhlinzwa, Amasheya e-Synopsy aphendule ngezinzuzo eziqinileEkuvulweni kweNasdaq, bathuthuke phakathi kuka-5% no-7,4%, bafinyelela cishe ku-$449. I-Nvidia, ngakolunye uhlangothi, ibhalisiwe ukunyakaza okumaphakathiNgokunyuka okuncane okungaba ngu-1% kwezinye izikhathi kanye nezingqinamba ezincane kwezinye, esimweni sokuthatha inzuzo ngemva kokufinyelela izinga eliphezulu lomlando esikhathini esingengakanani edlule.
Kuhle ukukhumbula ukuthi uNvidia okwamanje inkampani ebaluleke kakhulu emhlabeni ehwebelana esidlangalaleni ngemali yemaketheimidondoshiya efana ne-Apple, Alphabet, ne-Microsoft. Noma kunjalo, amasheya ayo ehle ngaphezu kwe-17% kusukela inani eliphakeme lama- $ 212 ngasekupheleni kuka-Okthoba, izinga elibeke ngaphezu kwe- izigidigidi ezinhlanu zamadola, inani eliye lehla kusukela ngaleso sikhathi.
Ukutshalwa kwezimali ku-Synopsys akukhona ukutholwa okulawulayo noma isivumelwano esikhethekile; Ikona isigxobo esincane efuna ukuvumelanisa izithakazelo kanye nokukhuthaza ukuthuthukiswa okuhlanganyelwe kobuchwepheshe obubalulekile be-chip ethuthukisiwe nomklamo wesistimu. Ngokwemibandela yezezimali kuphela, ukukhishwa kwezimali okungamaRandi ayizigidi eziyizinkulungwane ezimbili kubaluleke kakhulu, kodwa kuyasilela kwezinye izibopho ezifana nephakheji engaba khona efinyelela ku-$100 billion ebekelwe i-OpenAI.
Ezimakethe zase-Europe, ikakhulukazi kubatshalizimali base-Spain abavezwe ezikhwameni zobuchwepheshe bomhlaba wonke noma ama-ETF e-semiconductor, Lolu hlobo lomsebenzi luqinisa ukulandisa kwesikhathi eside kwe-AI njengenjini yokukhula, nakuba iphinde iqhubekisele phambili inkulumo-mpikiswano mayelana nokulinganisa kanye nezingozi emkhakheni okhulayo ogxile kakhulu.
Ubani i-Synopsy futhi kungani inamasu angaka?
I-Synopsy yaziwa ngokuthi omunye wabahlinzeki abakhulu emhlabeni besofthiwe ye-electronic design automation (EDA). kanye namasevisi ahlobene. Amathuluzi ayo asetshenziselwa ukuklama, ukuthuthukisa, nokuqinisekisa kusuka kusuka kuma-computer chips kuye kumasistimu aphelele, okuhlanganisa izingxenye ezisetshenziswa emikhakheni efana ne-aerospace, eyezimoto, imboni esindayo noma ngisho nokunakekelwa kwezempilo.
Empeleni, izixazululo zabo zivumela onjiniyela cishe balingise imiklamo eyinkimbinkimbi ngokwedlulele Ngaphambi kokutshala imali kuma-prototypes aphathekayo, isigaba esivame ukuhamba kancane futhi esibizayo, lezi zifaniso zingathatha amasonto ukuthi zisebenze kuma-CPU avamile, zikhawulela isivinini sokusungula ezinkampanini eziningi zaseYurophu nezasemhlabeni wonke ezithembele kulezi zinqubo ukuthuthukisa imikhiqizo emisha.
Le nkampani, enobukhona obuhlanganisiwe e-US, futhi inobukhona obubalulekile eYurophu ngokusebenzisa izikhungo ze-semiconductor designabakhiqizi bezimoto namaqembu ezimboni Basebenzisa isofthiwe yabo ukunciphisa izikhathi zokuthuthukiswa futhi bathuthukise ukwethembeka kwemikhiqizo yabo. Izinkampani zaseYurophu emikhakheni ye-power electronics, yezimoto ezixhunyiwe, kanye nemikhakha yezokuvikela zisebenzisa lezi zinhlobo zamathuluzi ukuthobela imithetho kanye nokuqinisekisa imiklamo.
Ngaphezu komklamo we-chip, ama-Synopsy Iqinisa ukuphepha kwesofthiwe nokuqinisekiswa kwehadiwe.Ukuqinisekisa ukuthi amaphrosesa namasekhethi ahlanganisiwe azosebenza ngendlela elindelekile lapho efinyelela ekukhiqizweni ngobuningi. Kuwucezu oluthulile kodwa olubalulekile ochungechungeni lwenani ukusuka kumqondo kuya kumkhiqizo wokugcina.
Kulo mongo, kusho ukuthi uNvidia ukuba ngumnikazi wamasheya obalulekile kumhlinzeki onjalo we-ecosystem indlela yamasu phakathi kwesendlalelo sehadiwe (GPUs) kanye nesendlalelo samathuluzi omklamoKumakhasimende ase-Europe, lokhu kungahumushela kuzixazululo ezididiyelwe kanye nezikhathi zokuthuthukiswa ezimfushane, nakuba kudinga nokuqapha ukuncika okungaba khona kwezobuchwepheshe.
Inhloso: ukuguqula idizayini nge-AI kanye nekhompyutha esheshisiwe
Ngale kwenani lokutshalwa kwezimali, umlayezo oyinhloko wesivumelwano ukuthi I-Nvidia kanye ne-Synopsys bafuna ukuguqula indlela imikhiqizo eklanywe futhi ihlolwe ngayo kuzo zonke izinhlobo zezimboni. Uhlelo lubandakanya ukuletha i Ikhompyutha esheshisa i-GPU ne-AI enhliziyweni yamathuluzi obunjiniyela, ishintsha kancane kancane izinqubo ezisekelwe ku-CPU zasendulo ngokugeleza komsebenzi okusekelwe ku-GPU.
Ngokusho kwezinkampani zombili, umfelandawonye owandisiwe ufuna ukuguqula ukuklama nobunjiniyela emikhakheni efana nama-semiconductors, amarobhothi, ezezimoto, i-aerospace, amandla, ukunakekelwa kwezempilo kanye nokukhiqizaAmaqembu e-R&D abhekana nezinselele ezikhulayo: ubunkimbinkimbi obukhulu bephrojekthi, ukugeleza komsebenzi okuyinkimbinkimbi, ukukhuphuka kwezindleko zentuthuko, kanye nengcindezi yokuletha imikhiqizo emakethe ngokushesha okukhulu.
Ukubambisana kugxile ekuhlanganiseni ubuchwepheshe be-Nvidia obubalulekile kuzixazululo ze-Synopsys, njenge I-CUDA-X, i-AI-Physics, i-Omniverse ne-CosmosEmpeleni, lokhu kuzovumela sheshisa kakhulu izinhlelo zokusebenza zekhompyutha okuyizinkampani esezivele zizisebenzisa namuhla ukwenza imisebenzi efana nokwakhiwa kwe-chip, ukuqinisekiswa ngokomzimba, ukulingiswa kwamangqamuzana, ukuhlaziywa kwe-electromagnetic noma ukulingisa okubonakalayo.
Omunye wemibono esemqoka yesivumelwano ukudalwa kanye nokusetshenziswa kwe amawele edijithali anembe ngokwedluleleLezi ziyizifaniso ezingokoqobo zamasistimu aphathekayo acishe afane ncamashi nozakwabo bomhlaba wangempela. Ngenxa yekhompuyutha esheshisiwe, lawa mawele azokwazi ukulingisa yonke into kusukela ekuziphatheni kwama-athomu nama-transistors kuya ekusebenzeni kwawo wonke amasistimu, njengezimoto noma imigqa yokukhiqiza.
Izinkampani zithi lo mbono uzovumela amaqembu onjiniyela ukudizayina, ukulingisa, nokuqinisekisa imikhiqizo ehlakaniphile ngokunemba okukhulu, ngesivinini esikhulu, nangezindleko eziphansi.Emikhakheni yezimboni zaseYurophu—kusuka kwezezimoto zaseJalimane kuye kweyendiza yaseFrance noma i-electronics yaseSpain—ukweqa okunjalo kungase kubonise inzuzo enkulu yokuncintisana ngaphezu kwamanye amabhulogi ezomnotho.
Kuzohlelwa kanjani ukusebenzisana kwezobuchwepheshe?
Ngakolunye uhlangothi lwezobuchwepheshe, isivumelwano sithi I-Synopsys izosheshisa ngokuphawulekayo iphothifoliyo yayo yezinhlelo zokusebenza ezisebenza ngekhompyutha usebenzisa i Imitapo yolwazi ye-Nvidia CUDA-X kanye nobuchwepheshe be-AI-PhysicsLawa mathuluzi adizayinelwe ukukhulisa ukusebenza kwama-GPU futhi asebenzise amamodeli obuhlakani bokwenziwa ezintweni ezibonakalayo eziyinkimbinkimbi.
Inkampani yesoftware izophinde ihlanganise amapulatifomu I-Nvidia Omniverse ne-Nvidia Cosmos ukuthuthukisa izindawo zokulingisa ezihlanganyelwe kanye namawele edijithali esizukulwane esilandelayo. Lokhu kuzonika amandla idizayini entsha ebonakalayo, ukuhlola, nokugeleza komsebenzi wokuqinisekisa ezimbonini ezihlukene njengama-semiconductors, amarobhothi, ezezimoto noma emkhakheni wamandla.
Isivumelwano sihlanganisa ukusebenzisana ku ubunjiniyela bekhompyutha kanye nokuthengisa ngokuhlanganyelaUmbono ngowokubili i-Nvidia kanye ne-Synopsys ukwethula izixazululo ezididiyelwe kumakhasimende abo, ukwabelana ngolwazi lobuchwepheshe, nokuxhumanisa izinhlelo zokufinyelela kwezohwebo nezamafu, kuyilapho kuhlanganisa nabanye ozakwethu be-ecosystem.
Iphuzu elibalulekile lezi zinkampani zombili ezigcizelele ukuthi umfelandawonye awukhethekileI-Synopsys izoqhubeka nokusebenza nezinye izinkampani ze-chip, okuhlanganisa i-AMD ne-Intel, kanti i-Nvidia izogcina ukusebenzisana kwayo nabanye abahlinzeki be-EDA njengeCadence Design. Lokhu kuhloswe ngakho ukudambisa ukwesaba kwenqubomgomo yokufinyelela evaliwe noma isu lokuzivikela ngokumelene nomncintiswano.
Ngokusho kwabaphathi, lokhu kuvulwa kusebenza futhi kumakhasimende ezimboni zaseYurophu, iningi lawo elisebenza nge-hybrid architectures kanye Kudingeka bakwazi ukukhetha ngokukhululekile phakathi kwe-hardware ehlukene nabahlinzeki besofthiwe ngaphandle kokuboshelwa endaweni eyodwa. Ngokombono, ukusebenzisana no-Nvidia kufanele kwengeze amandla ekhompiyutha kanye nezinketho ze-AI ngaphandle kokuphoqelela ukukhiya kwezobuchwepheshe.
Izitatimende ze-CEO kanye nenkulumompikiswano yebhamuza ye-AI
Jensen Huang, umsunguli kanye ne-CEO ye-NvidiaUbelokhu ephikisa ngokuthi alikho ibhamuza lobuhlakani bokwenziwa, kodwa kunalokho ukuqaliswa okusheshisiwe kobuchwepheshe obuzongena kuzo zonke izimboni. Isigungu esiphezulu sigcizelela ukuthi Ikhompuyutha esheshiswe yi-GPU kanye ne-ecosystem ye-CUDA Bashintsha ukwakheka komkhiqizo ngokunika amandla ukulingisa ngesilinganiso nangesivinini obekungacabangeki ngaphambilini.
U-Huang wachaza ukuthi, ngenxa yala makhono, kungenzeka belingisa yonke into kusuka kuma-athomu kuya ekuqedeni amasistimu kagesiukudala amawele edijithali asebenza ngokugcwele ngaphakathi kwekhompyutha. Umbono wabo ukuthi, ngokuhlanganisa i-AI namandla ama-GPU, onjiniyela bazokwazi ukusungula imikhiqizo ethuthuke kakhulu ezobumba imakethe eminyakeni ezayo.
Isikhulu esiphezulu sikaNvidia siphinde saveza ukuthi inkampani ilindele ama-oda ama-AI chips abiza u-$500.000 billion eminyakeni ezayo, isibalo esinikeza umbono wosayizi wemakethe inkampani ewulindele. Ngekota yokugcina kuphela, kubike uNvidia ukuthengiswa kwezigidigidi ezingama-57.000 zamaRandi, okuwukukhuphuka ngo-62% uma kuqhathaniswa nesikhathi esifanayo sonyaka odlule, okuqinisa ukulandisa kokukhula okusheshayo.
Egameni le-Synopsy, i-CEO kanye nomongameli, Sassine Ghazi, ukugcizelele ukuthi i ukwanda kobunzima kanye nezindleko zezinhlelo ezihlakaniphile zesizukulwane esilandelayo Idinga izixazululo ezihlanganisa ngokujulile i-elekthronikhi ne-physics, i-AI ezuzisayo kanye nekhompyutha ethuthukisiwe. Ngokombono wakhe, azikho izinkampani ezimbili ezibekwe kangcono kune-Synopsys ne-Nvidia ukunikeza lokhu. Izixazululo zokuklama amasistimu aphelele anikwe amandla yi-AI.
UGhazi uphinde wafuna ukucacisa ukuthi inhloko-dolobha etholwe kwaNvidia ihlinzeka nge-Synopsys Ukuvumelana nezimo ukulungisa isofthiwe yakho kuma-GPU chipsKodwa-ke, akukho ukuzibophezela noma inhloso ethile yokusebenzisa lawo ma-dollar ayizigidi eziyizinkulungwane ezimbili ukuthenga ama-Nvidia processors. Inkampani izoqhubeka nokusebenzisana nabanye abakhiqizi be-semiconductor endaweni evulekile, efanelekile kumakhasimende ase-US nawaseYurophu.
Esinye isinyathelo ekucasuleni ukutshalwa kwezimali kukaNvidia
Ukungena kukaNvidia ku-Synopsys kufana ne-a isu lokutshala imali elinolaka emkhakheni we-AILokhu kuphakamise izinsolo mayelana nokuvela okungenzeka kwe-ecosystem eyindilinga ngokweqile yokwabelana ngezabelo. Onyakeni odlule, inkampani imemezele noma yaxoxisana ngezibophezelo izigidigidi zamaRandi ezinkampanini ezixhumene nobuhlakani bokwenziwa.
Phakathi kwamanani agqama kakhulu kukhona kuze kufike ku-$100.000 billion ku-OpenAI, inkampani ngemuva kwe-ChatGPT, kanye $5.000 billion ku-Intel, ngaphezu kokuzungezile $1.000 billion kuNokia ukushayela ukuthuthukiswa kwe-6G kanye namanethiwekhi eselula esizukulwane esilandelayo. Lokhu kungaphezu kokutshalwa kwezimali okuhlanganyelwe ne-BlackRock kuma-giants esikhungo sedatha njenge-Aligned Data Centers kanye ne-CoreWeave.
Le misebenzi iholele ekutheni abanye abahlaziyi bakhulume ngakho ukuzalanisa emkhakheniKuyaqapheleka ukuthi i-Nvidia itshala imali ezinkampanini ezibuye zisebenzise ama-GPU ayo kanye nezinsizakalo zekhompuyutha yamafu. Icala le-Synopsys lihambisana naleli phethini: inkampani yayisivele... Umphakeli we-Nvidia kanye nekhasimende ngaphambi kwesivumelwano, futhi manje bobabili bangaba ozakwethu bezezimali.
Ukukhathazeka okuyisisekelo ukuthi lezi zinhlobo zomfelandawonye zingaphela ukuhlanekezela amamethrikhi nezilinganiso zezezimaliLokhu kungase kubhebhethekise ithemba elidlulele elizungeze i-AI. Abanye abatshalizimali besaba ukuthi i-ecosystem yezibalo zezinkanyezi iyakhuphuka, ikakhulukazi ngokusekelwe kulokho okulindelwe ukukhula kwesikhathi esizayo, ikakhulukazi ezimakethe ezibucayi njenge-US ne-Europe.
U-Huang, nokho, ugcizelela ukuthi isidingo se-AI chips nezinsizakalo siyiqiniso futhi sisekelwa ama-oda wangempela avela ezimbonini eziningiKusukela kumalabhorethri emithi kuya emabhange amakhulu, izinkampani zokuxhumana, kanye nabakhiqizi bezimoto, lokhu kutshalwa kwezimali kubonakala ngabadlali abaningi base-Europe abasheshisa izinhlelo zabo zedijithali kanye nezinhlelo ezizenzakalelayo njengophawu lokuthi umjaho wezobuchwepheshe ngeke wehle noma nini maduze.
Umthelela ongaba khona eYurophu namathuba embonini
Nakuba isivumelwano sisayinwe phakathi kwezinkampani ezimbili zaseMelika, Imiphumela yayo engaba khona idlulela naseYurophulapho idizayini ye-semiconductor, imboni yezimoto, ezondiza, kanye nokukhiqizwa okuthuthukisiwe kubaluleke kakhulu. Amathuluzi e-Synopsys akhona ezikhungweni eziningi ze-R&D zaseYurophu, futhi ama-Nvidia GPU asephenduke indinganiso ye-de facto kumaphrojekthi amaningi we-supercomputing kanye ne-AI.
Ezinkampanini zaseSpain nezaseYurophu kanye nezikhungo zocwaningo, ukuhlanganiswa okujulile phakathi Isoftware yokuklama ye-EDA kanye nezinkundla ze-AI ezisheshisiwe Lokhu kungase kuhumushele emijikelezweni yokuthuthukiswa emifushane, izindleko ezincishisiwe ze-prototyping, kanye namandla amakhulu okuxhaphaza amawele edijithali ezimbonini zezimboni, amanethiwekhi wamandla, noma izindiza zezimoto ezixhunyiwe.
Ngaphezu kwalokho, ukuzibophezela kukaNvidia kumathuluzi afana Omniverse for Digital Twins Kuhambisana nesifiso se-European Union sokuphromotha izimboni ezisebenza kahle nezisimemeUkuthuthukisa izinqubo ngaphambi kokuziletha emhlabeni wenyama. Kusukela embonini yezingxenye eSpain kuya ohlelweni lwesitimela eJalimane, ikhono lokulingisa izimo eziyinkimbinkimbi ngendaba yamahora lingasiza ekunciphiseni ukukhishwa kwegesi, ukunciphisa amaphutha, nokulungisa ukutshalwa kwezimali.
Kodwa-ke, ukuqiniswa kwale axis ye-Nvidia-Synopsys nakho kuphakamisa imibuzo mayelana ne ukuncika kwezobuchwepheshe kweYurophu Mayelana nezinkundla nabahlinzeki abavela ngaphandle kwezwekazi, i-EU ikhuthaza imizamo efana ne-Chips Act nezinhlelo ezihlukahlukene. ubukhosi bedijithali ngokuqondile ukugwema ukugxila ngokweqile kwamandla ezobuchwepheshe kubadlali abambalwa bangaphandle.
Kulokhu, kuzoba ukhiye ukuthi izinkampani zaseYurophu zinakekele indlela ehlukahlukene ngokuya ngehadiwe kanye nabahlinzeki besoftwareUkuhlanganisa izinzuzo zokusebenzisana okufana nalokhu okuphakathi kwe-Nvidia ne-Synopsys ngokuthuthukiswa kwamakhono ayo kanye nemifelandawonye yesifunda. Iqiniso lokuthi isivumelwano asikhethekile okungenani sivulela abanye abakhiqizi nezinkundla ithuba lokuqhubeka nokuncintisana ngokunikeza ezinye izixazululo.
Kodwa-ke, ukuhamba kukaNvidia ku-Synopsys kuyawuqinisa umqondo wokuthi Impi enkulu elandelayo ye-AI ngeke ilwe kuphela ezinhlelweni ezibonakalayo kumsebenzisi wokugcina.hhayi kuphela endaweni yama-chatbots noma amathuluzi okudala, kodwa nasezindaweni ezijulile zokuklama nobunjiniyela bezimboni. E-Europe nase-Spain, lapho ukuncintisana kwemikhakha efana nezimoto, amandla, kanye nemboni yamakhemikhali ngokuya ngokuya ngokuya kuncika emandleni okulingisa nokwenza kahle izinqubo, lezi zinhlobo zemifelandawonye zibeka ijubane lapho isimo somhlaba sithuthuka ngaso.
Isithombe esidwetshwa yilokhu kutshalwa kwezimali ngesinye se-Nvidia ezimisele ukuhlanganisa ukubusa kwayo kubuhlakani bokwenziwa hhayi nje njengomthengisi we-chip, kodwa njengomthengisi we-chip. ingxenye emaphakathi yenethiwekhi yozakwethu bamasu aklama, alingise futhi aqinisekise imikhiqizo yesikhathi esizayo; i-Synopsys ethola amandla okujwayelanisa isofthiwe yayo nekhompyutha esheshiswayo; kanye ne-ecosystem yezimboni, nayo e-Europe, okuzodingeka isebenzise lawa mathuluzi ngokuhlakanipha, ikwazisa kokubili amathuba okuqamba izinto ezintsha kanye nezingozi zokugxila nokuncika kwezobuchwepheshe.