- Lesi sivumelwano sibiza iGroq cishe ngamaRandi ayizigidi eziyizinkulungwane ezingama-20.000 futhi sigxile ezintweni zayo ze-AI kanye nezimpahla zehadiwe eziqondiwe.
- I-Nvidia iqinisa ukubusa kwayo kuma-chip ezikhungo zedatha kanye nezinhlelo zokusebenza zobuhlakani bokwenziwa, kuyilapho i-GroqCloud izoqhubeka nokusebenza ngokwehlukana.
- Isivumelwano sihlanganisa ukuthengwa kwempahla, ukulayiseniswa kobuchwepheshe, kanye nokuqashwa kwabaphathi ababalulekile, kanye nezingozi zokulawula ezingaba khona ngenxa yokuncintisana.
- Ukuhlanganiswa kungenza kube kubi kakhulu ngabancintisani abasha ukungena emakethe, kodwa futhi kukhuthaza amathuba amasha ezinkampani ezintsha kanye nezinhlelo zobuchwepheshe eYurophu.
La Ukuthengwa kweGroq yiNvidia, ebiza cishe Ama-dollar ayi-20.000, isibe ngesinye sezinyathelo ezihlaba umxhwele kakhulu emakethe yama-chip ye ukuhlakanipha okufakelwayoAkugcini nje ngokumelela ukuthengiselana okukhulu kwebhizinisi emlandweni weNvidia, kodwa futhi kuqinisa isikhundla sayo esiqinile kakade. isikhundla esigabeni sokusheshisa kwezikhungo zedatha kanye nezinhlelo zokusebenza ze-AI.
Lo msebenzi, owakhiwe njengenhlanganisela ye ukuthengwa kwempahla, izivumelwano zelayisensi kanye nokusayinwa kwamakhono abalulekile, kuhlanganisa iNvidia njenge umdlali ovelele kwihadiwe ye-AINgesikhathi esifanayo, kuvula impikiswano ejulile yokulawula nokuncintisana e-United States, eYurophu nakwezinye izimakethe, lapho isabelo semakethe senkampani sesivele sibhekene nokuhlolwa okwandayo.
Umongo womsebenzi: ungubani uGroq futhi ulethani eNvidia
I-Groq izakhele igama njengenye yezinkampani ezintsha ezithembisayo kakhulu. ukuphazamiseka kuma-chips akhethekile e-AI, ngokugxila okucacile esigabeni se ukucabangelaOkusho ukuthi, isikhathi lapho amamodeli asevele eqeqeshwe ekhiqiza izimpendulo nemiphumela ngesikhathi sangempela. Amaprosesa abo, aziwa ngokuthi ama-LPU, aqhosha ngokuthi ukubambezeleka okuphansi, ukusebenza okuphezulu kanye nokusetshenziswa kwamandla okuphansi uma kuqhathaniswa nama-GPU amaningi avamile.
Le nkampani, eyasungulwa ngo-2016 ngu onjiniyela bangaphambilini be-Google —kuhlanganise ne-CEO yayo yokuqala uJonathan Ross, exhunywe ekuthuthukisweni kwama-TPU e-Google—, igxile kubuchwepheshe bayo imisebenzi enzima kumamodeli olimi kanye nezinsizakalo zamafu. Ukunikezwa kwabo kudonsele amakhasimende amakhulu ezinkampani futhi kwababeka njengenye indlela ebaluleke kakhulu esikhundleni sokubusa kweNvidia kuma-accelerator e-AI.
NgoSepthemba, iGroq yavala umjikelezo wokuxhasa ngezimali Ama-dollar ayi-750, okwabeka ukuhlolwa kwayo eduze Izigidi ezingu-6.900Abatshalizimali bayo babehlanganisa nezimali ezihamba phambili ezifana I-BlackRock, i-Neuberger Berman, i-DTCP kanye nomphathi omkhulu wase-US West Coast, ngaphezu kwabalingani bamasu abafana no Izinhlelo ze-Samsung Electronics kanye ne-CiscoLokho kusekelwa kwezezimali nobuchwepheshe ngokwengxenye kuchaza intshisekelo enamandla yeNvidia.
Ukugxuma kusuka kulolo hlu lokugcina lwangasese kuya ekuthengisweni cishe Izigidi ezingu-20.000 Kusho cishe inani lenkampani liphindwe kathathu ezinyangeni ezimbalwa nje. Kubatshalizimali bokuqala, lokhu kumelela inzuzo yezimali yomlando; kuNvidia, kuyindleko okufanele ikhokhwe ngokufaka ubuchwepheshe obabulungele ukuba umncintiswano ongakhululekile.
Yini ngempela iNvidia ethengayo: izimpahla, amalayisense, kanye nethalente elibalulekile
Ngokusho kwemibiko eyahlukahlukene, iNvidia izogcina cishe zonke izimpahla zobuchwepheshe zeGroqkufaka phakathi ukwakheka kwama-chip, impahla yobuhlakani, amalungelo obunikazi, kanye nabanye bethimba lobunjiniyela. Nokho, isivumelwano sizokhipha Ibhizinisi le-GroqCloud cloud computing, eyayizolandela indlela yayo njengeyunithi ezimele.
Ngaphambi kokuba isivumelwano sokuthenga siputshuke, uGroq wayememezele isivumelwano selayisensi yobuchwepheshe bokunquma neNvidia. Ngaleso sikhathi, inkampani entsha yagcizelela ukuthi izoqhubeka nokusebenza njenge inkampani ezisebenzela yonaukwethula lo msebenzi njengokubambisana okulula kwezobuchwepheshe. Kamuva kwavela ukuthi umsunguli kanye ne-CEO uJonathan Ross, kanye nabanye abaphathi abanjengomongameli uSunny Madra, bazohlanganiswa neNvidia ukuthuthukisa imephu yobuchwepheshe enelayisensi.
Ngakho-ke isakhiwo sokugcina sesivumelwano sihlanganisa Amalayisense okusebenzisa ubuchwepheshe be-GroqUkuthengwa kwezimpahla ezibalulekile kanye nokusayinwa kwabaphathi abayinhloko kanye nethalente lobuchwepheshe. Ngesikhathi esifanayo, uGroq waveza ukuthi Izoqhubeka nokusebenza ne-CEO entsha, uSimon Edwardsnokuthi ibhizinisi lamafu lizohlala lihlukile, ligcine ingxenye yephrojekthi yokuqala iphila ngaphandle kwesambulela seNvidia.
Le ndlela ehlanganisiwe—kungaba ukuthengwa kwezinkampani okuvamile noma umbimbi olula lwezentengiselwano—iphendula, ngezinga elikhulu, ku ukucatshangelwa kokulawulaUkwakha ukuthengiselana njengesivumelwano selayisensi (eminye imibhalo ibhekisela ngisho naselayisensini engeyona ekhethekile) kungasiza ekuboniseni ukuthi ubuchwepheshe bukaGroq Isengatholakala kubantu besithathu., yize ingaphansi kwethonya eliqondile leNvidia.
Imali eqoshwe phansi: ukuthengwa okukhulu kakhulu emlandweni weNvidia
Isibalo sabantu abazungezile Imali engu-$20.000 million Lokhu kwenza ukuthengwa kube yintengo ebiza kakhulu emlandweni weNvidia, kudlula kakhulu ukuthengwa komklami wama-chip wase-Israel iMellanox, owaqedwa ngo-2019 cishe cishe. Izigidi ezingu-7.000Uma kuqhathaniswa, umzamo wezezimali wamanje ubonisa ukubaluleka kwesu le- Umjaho we-AI ezinhlelweni zenkampani.
Isimo sezezimali sisiza ukuchaza ukuthi kungani iNvidia ingakwazi ukusingatha izindleko ezingaka ngaphandle kwenkinga enkulu. Ekupheleni kuka-Okthoba, inkampani ibike ukuthi isikhundla semali esingaphezu kwamaRandi ayizigidigidi ezingama-60.000, ngaphezu kakhulu kwezigidigidi eziyi-13.000 eyayinazo ekuqaleni kuka-2023. Leso sivikelo siwumphumela oqondile we amamodeli e-data center chip boom kanye ne-AI, okuye kwathuthukisa imiphumela yayo.
Engxenyeni yayo yokugcina ebikiwe, iNvidia ifinyelele imali engenayo engaba yizigidigidi ezingama-57.000 zamaRandi, lapho ingxenye yesikhungo sedatha inikela ngaphezu kwalokho Izigidi ezingu-51.000 kanye ne-gross margin eseduze ne 73%Ukuqagela kwabahlaziyi kubonisa ukuthi imindeni yemikhiqizo yeBlackwell neRubin ingakhiqiza kuze kufike ku-500.000 billion dollars emalini engenayo phakathi kuka-2025 no-2026, singabali izinkontileka ezengeziwe nezinkampani ezinkulu ze-AI ezikhiqizayo.
Kulowo mongo, ukukhokha ama-dollar ayizigidi eziyizinkulungwane ezingama-20.000 ngezimpahla ezingaqinisa isikhundla sazo ngqo esigabeni sokunquma—okubaluleke kakhulu njengoba amamodeli eshintsha esuka elabhorethri aye enkampanini—kuhunyushwa ngokuthi ukubheja ukuvikela ubuholi bakhe phambi izimbangi ezifana ne-AMD, i-Intel noma izinkampani ezintsha ezikhethekile.
Isu lobuchwepheshe: ukuqagela, i-LPU, kanye nokubeka ngokumelene nama-GPU avamile
Nakuba iNvidia ibusa ngokusobala imakethe ye ama-chip okuqeqesha amamodeli e-AIIsigaba sokuphetha sase siphenduke insimu evulekile kakhudlwana, enomncintiswano omkhulu kanye nendawo yezinye izindlela. UGroq wayekhetheke kahle kulesi sigaba, enamaprosesa alungiselelwe kahle ukuphendula ngokushesha nangokuphumelelayo ezicelweni zomsebenzisi, into ebalulekile kubasizi abaxoxayo, amasevisi amafu noma izinhlelo zokusebenza zebhizinisi zesikhathi sangempela.
Ukwakhiwa kukaGroq kuhlukaniswa, phakathi kwezinye izinto, ngokusetshenziswa Imemori ye-SRAM ihlanganiswe ne-chip uqoboLokhu kugwema ukuncika kwimemori yangaphandle ene-bandwidth ephezulu, entulekayo embonini yomhlaba wonke. Lo mklamo uvumela ukunciphisa ukubambezeleka nokuthuthukisa ukusebenza kahle kwamandlaLokhu kuhumushela ekubeni okuhlangenwe nakho okubushelelezi ngama-chatbot namamodeli olimi, yize kunokushintshana kwe- nciphisa usayizi omkhulu wamamodeli engakwazi ukusingatha.
KuNvidia, ukuhlanganisa lobu buchwepheshe emgqeni wayo womkhiqizo kuvula iminyango eminingana. Ngakolunye uhlangothi, kuyivumela ukuthi bandise okunikezwayo kwabo ngale kwama-GPU akudala...ukwengeza amaprosesa aklanyelwe ngqo ukuqagela. Ngakolunye uhlangothi, kuyahambisana nomgomo wayo wokuhlinzeka ipulatifomu ephelele ye-AI, okuhlanganisa konke kusukela ekuqeqeshweni okukhulu ezikhungweni zedatha kuya ekusetshenzisweni kahle kwamamodeli ekukhiqizeni.
Lesi sinyathelo sinencazelo yokuzivikela: UGroq wayezibeka njengomuntu ozimele. umncintiswano osafufusa ikwazi ukuletha ukusebenza okuhle kakhulu emisebenzini ethile. Ngokuthola izinsiza zayo zehadiwe nokuthola ingxenye yethimba layo, iNvidia ivala usongo olungase lube khona Futhi, ngeshwa, iqinisa indaba yayo yobuholi obuphelele ohlelweni lwe-AI chip.
Imiphumela yokuncintisana kanye nengozi yokulawula e-United States naseYurophu
Ukuthengwa kweGroq kuza ngesikhathi ukuhlolwa yiziphathimandla zokuncintisanaikakhulukazi e-United States kanye ne-European Union. I-Nvidia isivele inayo isabelo semakethe esivelele ngokusobala kuma-accelerator esikhungo sedathaFuthi umzamo wayo ohlulekile wokuthola i-Arm ngo-2022 wakwenza kwacaca ukuthi abalawuli abazimisele ukuvuma noma yisiphi isivumelwano ngaphandle kwemibandela eqinile.
Ukwengezwa kukaGroq kubhekwa njenge- Ushintsho olusha ekugxileni emaketheAbakhiqizi bama-chip abanjengo-AMD no-Intel, kanye nabahlinzeki bezinsizakalo zamafu—i-AWS, i-Microsoft Azure, ne-Google Cloud—babhekene nesimo lapho i-Nvidia ilawula khona imakethe ngokwandayo. izingxenye ezibalulekile zehadiwe ye-AILokho kungaphakamisa izithiyo zokungena kwezinkampani ezintsha zaseYurophu abafisa ukuncintisana kulo mkhakha.
Kubaphathi bezokuncintisana baseBrussels kanye nabezwe lonke, leli cala liyinkinga. Ngakolunye uhlangothi, ukuhlanganiswa kweGroq neNvidia kungenza ukusheshisa ukuthuthukiswa kwezixazululo ezithuthukisiwe La mathuba angafinyelelwa futhi yizinkampani zaseYurophu, kusukela emabhange kanye nezinkampani zomshuwalense kuya emaqenjini ezimboni. Ngakolunye uhlangothi, kukhona ukwesaba ukuqinisa ukuthembela kumhlinzeki oyedwa wangaphandle endaweni ecatshangelwayo. isu lokuzimela kwezobuchwepheshe.
Akukho sikhathi esibekiwe sokubuyekezwa kwemithetho ethile, kodwa kucatshangwa ukuthi lokhu kuthengiselana kuzohlolwa ngokucophelela. Abahlaziyi abafana noStacy Rasgon waseBernstein basikisela ukuthi ukwethula isivumelwano njengelayisensi engeyona ekhethekile —esikhundleni sokuthenga inkampani ngendlela evamile—kungasiza ekunciphiseni ezinye zezinkinga zokulwa nokungathembani, okungenani ephepheni.
Umthelela kubuchwepheshe kanye nohlelo lokuqalisa eYurophu nakwezinye izimakethe
Kuhlelo lokusebenza lwe-startup, kokubili ku IYurophu njengaseLatin AmericaUkuthengwa kweGroq kuthumela izimpawu eziningana. Okokuqala ukuthi Ingqalasizinda ye-AI ibuyela enhliziyweni yomdlaloInani alisekho kusofthiwe noma kumamodeli kuphela, kodwa lisekulawulweni kwama-chip avumela ukusebenza kwawo okukhulu. Lo mkhuba uhambisana nokushintsha kokukhiqiza kanye nokubambisana kwehadiwe okukhulu.
Izinkampani ezisafufusa ezisebenza ku i-silicon ekhethekile, izixazululo zamafu, noma amapulatifomu e-AI Kuzodingeka bahlale ndawonye ne-Nvidia enamandla nakakhulu. Lokho kungahunyushwa kube ukuthembela okukhulu ohlelweni lwayo lwemvelokodwa futhi namathuba okuhlanganisa njengabalingani ezindaweni ezithile, ukwakha izendlalelo zesofthiwe noma izinsizakalo phezu kwengqalasizinda inkampani esivele ibusa kuyo.
Ngesikhathi esifanayo, impumelelo kaGroq iqinisa umbono wokuthi amaphrojekthi enziwa yi- ihadiwe yobuchwepheshe obujulile ingafinyelela amanani ezigidi zamadola Bangazihlukanisa ngokobuchwepheshe ngesikhathi esifushane. Ngezimali ze-venture capital zaseYurophu, leli cala lingasebenza njengempikiswano yokuthi ukutshala imali ngokuzimisela okukhulu kuma-startups e-chip kanye ne-AI architecture, naphezu kokuthi iyimboni edinga imali eningi enesikhathi eside sokuhola.
Phakathi kwabadlali bezezimali kulo msebenzi kukhona amagama anjengokuthi I-BlackRock, i-Samsung, i-Cisco kanye ne-1789 CapitalLokhu kokugcina kuhlobene kwezepolitiki nohulumeni kaDonald Trump. Ukuba khona kwalaba badlali kugcizelela ukuthi umncintiswano wehadiwe ye-AI akuyona nje inkinga yezobuchwepheshe, kodwa futhi ezombusazwe kanye nesuLokhu kuyinto i-European Union egxila kakhulu kuyo ngezinhlelo zayo zokusekela ama-semiconductor kanye ne-supercomputing.
Ubudlelwano nezinye izinyathelo zamasu zeNvidia
Isivumelwano noGroq sinezela ochungechungeni lwe- ukutshalwa kwezimali kwakamuva kanye nokuthengwa Ngalokhu kuthengwa, iNvidia ifuna ukuqinisa indima yayo kulo lonke uchungechunge lwenani le-AI. Ezinyangeni zakamuva, inkampani iqedele ukuthengwa kwe- Uhlelo lwe-MD, unjiniyela wesofthiwe yomthombo ovulekile i-Slurm yokuphatha imithwalo yemisebenzi ezinhlelweni ezinkulu, futhi usethathe izikhundla ezinkampanini ezintsha ezifana I-Crusoe, i-Cohere noma i-CoreWeave, phakathi kwabanye.
Ngaphezu kwalokho, iNvidia ihlole izivumelwano eziphezulu nabadlali be-AI abakhiqizayo kanye nabanye abakhiqizi bama-chip, okuhlanganisa oyedwa kanye nezingxoxo ezibanzi nezinkampani ezifana ne-OpenAI. Nakuba ezinye zalezi zinyathelo ziye zashintsha noma zashintsha ngokuhamba kwesikhathi, umyalezo oyisisekelo ucacile: inkampani ifuna ukuba khona kunoma yisiphi isikhathi esibalulekile ohlelweni lwemvelo lapho isidingo sokubala i-AI sikhula khona.
Ngokombono womtshali-zimali, ukuthengwa kweGroq kuchazwa njengenye ingxenye yalelo qhinga. ukuhlanganiswa okunamandlaImakethe izoqhubeka nokubuka ukuthi lokhu kuthengwa kuhambisana kanjani nemiphumela yekota ezayo kanye nanoma yimiphi eminye imibono emicimbini ebalulekile embonini yezobuchwepheshe, lapho iNvidia ivame ukuveza ingxenye yendlela yayo.
Ezinkampanini zaseYurophu naseSpain ezakha noma ezamukela izixazululo zobuhlakani bokwenziwa, isinyathelo sikaNvidia noGroq siqinisa isimo lapho ukuqoqwa kwehadiwe esebenza kahle kakhulu Ijubane liyashesha, kodwa namathuba amasha okubambisana, ukwenza ngcono izindleko, nokusebenzisa ubuchwepheshe bokuqagela obusebenza kahle kakhulu. Ibhalansi phakathi kokuthembela kumthengisi ovelele kanye nokufinyelela kubuchwepheshe obusezingeni eliphezulu kuzobumba izinqumo eziningi zamasu zomkhakha eminyakeni ezayo.
