Abaphathi abaphezulu bakwaNvidia bakubeke kwacaca ukuthi isidingo senkundla yayo entsha yokusheshisa siphezulu. Blackwell Iyaqhubeka ikhula. Ngesikhathi sokuhlala kwakamuva e-Taiwan, UJensen Huang Uveze ukuthi ama-oda athuthuka ngokushesha nokuthi inkampani idinga umthamo owengeziwe wokukhiqiza ukuze isebenzele isikhungo sedatha kanye namakhasimende ephrojekthi. ukuhlakanipha okufakelwayo.
Emcimbini we-TSMC e-Hsinchu, isikhulu sigcizelele isidingo sokuqinisa ukunikezwa kwe-wafer futhi wagcizelela ukuthi umsebenzi wenkampani ukhula inyanga nenyanga. Ngasohlangothini lwabakhiqizi baseTaiwan, i-CEO u-CC Wei usamukele lesi sicelo futhi waxwayisa ngokuthi, naphezu kwamathemba okuthengisa aqinile, Umthamo otholakalayo uhlala unomkhawulo.
Ama-wafers amaningi e-TSMC phakathi nokuhlinzwa kwama-oda
U-Huang ucele umlingani wakhe osenesikhathi eside ekhona ukuthi akhuphule umthamo wamawafa amiselwe u-Blackwell ukuze ehlise i-strain chain chain. Ngokuka-Wei, isicelo sikhona—ngaphandle kokucacisa izibalo—futhi siyimpendulo ekusheshiseni ukwamukelwa kwe-AI emabhizinisini nasezimakethe zabathengi. Ngaleso sikhathi, i-TSMC isebenzela ukulinganisa ukunikezwa kanye nesidingo, nakuba ingcindezi emigqeni yayo yokukhiqiza izoqhubeka. ephezulu ngesikhathi esifushane.
Isikhulu se-Nvidia siphinde sagcizelela indima ye-TSMC kumephu yomgwaqo wabo wezobuchwepheshe. Ukubeke kwacaca ukuthi impumelelo yama-accelerator esizukulwane esilandelayo ayinakuhlukaniswa nokusekelwa yi-TSMC. umholi wezwe in Foundry, umlayezo okhomba ubuhlobo obunamasu obuzoqhubeka budlondlobala.
Inkumbulo ye-HBM nozakwethu ababalulekile: SK Hynix, Samsung kanye neMicron
Ingxenye ebalulekile yokukhishwa kukaBlackwell inkumbulo yomkhawulokudonsa ophezulu. U-Huang uphawule ukuthi i-SK Hynix, i-Samsung, neMicron bakhulise kakhulu ukukhiqizwa kwabo ukuze basekele ukukhula, nokuthi uNvidia usekutholile. amasampula ezinguqulo ezithuthuke kakhulu zalezi zingxenye.
I-SK Hynix isanda kuqinisekisa ukuthi isikubophezele konke ukukhiqiza kwayo ngonyaka ozayo futhi ihlela ukukhulisa utshalomali ngokulindela i-chip supercycle engaba khona eqhutshwa yi-AI. Okwamanje, Samsung Ibambe izingxoxo ukuhlinzeka nge-HBM yesizukulwane esilandelayo (HBM4), kuyilapho Micron Iphinde isheshise imephu yomgwaqo yayo, edambisa ibhodlela kodwa ingasusi isimo esiqinile semakethe.
Ithinta kanjani iYurophu neSpain
Kubasebenzi bamafu base-Europe, abahlanganisi, nezinkampani zobuchwepheshe, lo mongo uhumushela kuzinsuku zokugcina ezidingeka kakhulu zokulethwa kanye nesidingo hlela kusengaphambili umthamo wezikhungo zabo zedatha. Ukutholakala kukaBlackwell kuzoncika kukho kokubili ishejuli yokukhiqiza yamawafa ye-TSMC kanye nokufika kwenkumbulo ye-HBM, ngakho-ke amashejuli okuthuthukisa e-Spain angase adinge ukulungiswa kahle nokuthenga okuhlukile.
Ngokwezinto ezibonakalayo, i-AI ekhiqizayo kanye namaphrojekthi wokuhlaziya athuthukile eYurophu kuzodingeka axhumanise ukuthengwa kwengqalasizinda nokuthunyelwa, kuqashwe ngeso lokhozi amandla aguqukayo abahlinzeki base-Asia. Ngisho nokuhlinzekwa okuthuthukisiwe, abaphathi bezobuchwepheshe bazodinga ukucabangela izimo nge amawindi amade okulethwa kanye nokubekwa phambili ngabakhiqizi.
UBlackwell: umndeni we-chip kanye ne-ecosystem ehlobene
U-Huang uveze ukuthi i-Nvidia ayigcini nje ngokwenza ama-GPU: iplatifomu yeBlackwell iphinde ithembele kuma-CPU, amanethiwekhi, nokushintsha, iphindaphinda inani lezingxenye ezihilelekile ohlelweni ngalunye. Le ecosystem isho ukuthi noma yikuphi ukucindezeleka kuma-wafers noma Inkumbulo ye-HBM inomthelela wokwehla kuwo wonke amaseva, amakhabethe, namaqoqo ahloselwe ukuqeqeshwa kanye nomthwalo wokukhomba.
Ukuthengisa eChina kanye nemakethe ekhawulelwe
Lapho ebuzwa ngemakethe yaseChina, isikhulu siveze ukuthi azikho izingxoxo ezisebenzayo eziqhubekayo emakethe Blackwell laphoUma kubhekwa imikhawulo yamanje yase-US mayelana nokuthunyelwa kwamanye amazwe kobuchwepheshe obuphambili, lolu hlaka lokulawula lunquma isiphetho sokuthunyelwa kanye isabelo sejografi yokuhlinzeka, ukuqinisa ukuncintisana phakathi kwezifunda ukuqinisekisa ukutholakala.
Indawo yamanje ihlanganisa a isidingo esinamandla kakhulu Ngomshini wezimboni osalungiswa kahle: Izibikezelo ze-TSMC ezikhuphukayo zokuthengisa, abakhiqizi bememori bakhulisa ukukhiqizwa, futhi i-Nvidia ibheke ukukhulisa ukutholakala kweplatifomu yayo, kuyilapho amakhasimende aseYurophu elinganisa imigqa yesikhathi kanye nesabelomali ukuze agweme ukulahlekelwa isitimela saseBlackwell.
