Kubonakala sengathi izinkampani ezinkulu zobuchwepheshe sezikhathele ukulinda ngesineke abahlinzeki behadiwe ukuthi babanike ithuba labo. Emakethe lapho ukuthola amandla ekhompyutha kufana nokuthola inalithi esibayeni sotshani, i-Anthropic inqume ukulawula ikusasa layo ngokungena ezingxoxweni nenkampani enkulu yaseNingizimu Korea i-Samsung. Umbono wabo awuyona into encane: bafuna ukuklama i-silicon yabo ukuze amamodeli abo obuhlakani bokwenziwa, njenge-Claude eyaziwayo, akwazi ukusebenza kahle kakhulu ngaphandle kokuthembela njalo kubahlinzeki bezinkampani zangaphandle.
Nakuba lezi zingxoxo zisesezigabeni zokuqala, amahemuhemu avela emithonjeni eseduze nesivumelwano asikisela ukuthi umgomo uwukwenza i-chip eyenziwe ngokwezifiso kusetshenziswa izinqubo ezithuthukisiwe . Lokhu akukhona nje ngokuba nehadiwe yabo yokuziqhenya, kodwa nesidingo esiphuthumayo sokulawula izindleko nokuqinisekisa ukutholakala okuqhubekayo kwemishini yokuqeqesha izinguqulo zesikhathi esizayo ze-AI yabo. EYurophu, lapho ubukhosi bezobuchwepheshe buyinkinga eshisayo , lolu hlobo lwezinyathelo luhlolisiswa eduze, njengoba lubonisa ukuthi ukulawulwa kwe-silicon kuyisihluthulelo sangempela samandla esikhathini sanamuhla sedijithali.
Igxathu eliya ekuzimeleni kwezobuchwepheshe ngesitembu saseNingizimu Korea
Ukukhetha i-Samsung njengomlingani ongaba khona akuyona into eyenzekile ngengozi, njengoba inkampani iziqhenya ngamakhono okukhiqiza aphikisana nalawo e-TSMC enamandla onke. Ukuvuza kusikisela ukuthi bacabanga ukusebenzisa i-lithography ye-2-nanometer , ubuchwepheshe obusezingeni eliphezulu obungavumela ukuthi kufakwe amandla amaningi endaweni encane enokusetshenziswa kwamandla okuphansi. Lesi sinyathelo sibalulekile ezinkampanini ze-AI ukuze zinqobe ukushoda okukhulu kanye nezindleko ezikhulayo eziye zahlupha lo mkhakha eminyakeni yamuva.
Kuyiqiniso ukuthi i-Anthropic iqhubeka ngokucophelela futhi isaqedela imisebenzi eqondile okufanele ibe nayo le processor. Ukuklama i-chip ye-AI ukuze ifunde izinto ezintsha akufani nokuklama eyodwa ngqo ukuze iphendule abasebenzisi ngama-millisecond. Okusobala ukuthi ukwengezwa kochwepheshe abavela kwezinye izinkampani ezinkulu , njengethimba le-chip elenziwe ngokwezifiso le-OpenAI, kusikisela ukuthi inkampani ithuthukise umdlalo wayo futhi izimisele kakhulu ngalokhu kuzibophezela ku-silicon yayo.
Kodwa-ke, makungabikho muntu ophambukayo: lokhu akusho ukuthi bazolahla abalingani babo bamanje ngobusuku obubodwa. Le nkampani ngokwayo iphakamise ukuthi izoqhubeka nokuthembela kumayunithi okucubungula avela ku-Google, i-Amazon, kanye ne-Nvidia ukuze ilondoloze isakhiwo sayo samanje . Kuyindlela ebanzi yokushintshashintsha ukutshalwa kwezimali kwabo. Ezweni lobuchwepheshe, ukuncika kumhlinzeki oyedwa kuyingozi okungekho muntu ongakukhokhela, ikakhulukazi lapho izigidigidi zama-euro zisengozini ngokuvuselelwa kwesofthiwe ngakunye.
Isithunzi se-OpenAI kanye nomncintiswano wokusebenza
Uma sibheka lokho okwenziwa yilo mncintiswano, lesi sinyathelo sinengqondo. I-OpenAI isanda kukhombisa i-chip yayo ethi "Jalapeño", eyathuthukiswa ngokubambisana phakathi kwe-OpenAI ne-Broadcom , yabeka ingcindezi eyengeziwe eqenjini likaDario Amodei. I-Anthropic ayifuni ukusala ngemuva kulo mncintiswano wezikhali zehadiwe , njengoba ukwenza ngcono amaprosesa ama-algorithms awo athile kungabanika inzuzo enkulu yokuncintisana maqondana nesivinini kanye nokusebenza kahle kwamandla.
Ku-Samsung, lesi sivumelwano esingaba khona siyindlela enhle, njengoba sizobavumela ukuthi baqinise isikhundla sabo ngokumelene ne-TSMC emakethe yezimboni. Uma bengabonisa ukuthi inqubo yabo ye-nanometer engu-2 iyakwazi ukusingatha umthwalo omkhulu wemisebenzi ye-AI yesimanje , bangaheha amakhasimende amaningi okwamanje anamehlo okukhiqiza eTaiwan kuphela. Kuyimpi yobuchwepheshe ebaluleke kakhulu lapho yonke imininingwane ibalulekile ekukholiseni abatshalizimali ukuthi ukusetshenziswa kwemali enkulu engqalasizinda kuzoholela maduze.
Isimo samanje semakethe sibonisa ukuthi ukuba yingcweti yesofthiwe akwanele ukuhola lo mkhakha. Ekugcineni, lonke uhlaka lobuhlakani bokwenziwa lusekelwe ezingxenyeni ze-silicon eziyinkimbinkimbi kakhulu, futhi noma ngubani ongenza ngokwezifiso ihadiwe yakhe ukuze ifane kahle nekhodi yakhe uzoba nenzuzo enkulu. I-Anthropic yenza izinyathelo zokuqinisekisa ukuthi ikusasa layo alixhomekile ohlwini lokulinda lwabantu besithathu, ifuna isakhiwo sokuhlinzeka esivumelana nezimo kakhulu futhi esimelana nokuguquguquka kwezepolitiki zomhlaba kanye nezithiyo zezimboni.
