Isidingo sobuhlakani bokwenziwa sibangela ushintsho olukhulu emakethe yeprosesa yeseva. I-Intel ne-AMD sebeqalile ukuxoxisana ngezivumelwano zokuphakelwa zesikhathi eside nezikhungo zedatha eShayina , ngokusho kwemithombo eseduze nezingxoxo. Lesi sinyathelo siza ngenxa yokwenyuka kwentengo, kwamanye amamodeli e-CPU, okudlule u-40% kusukela ngoJanuwari, kanye nezikhathi zokulethwa eziye zafinyelela ezinyangeni eziyisithupha.
Ukwanda kwalokho okubizwa ngokuthi 'i-agent AI' yikho okubangela lolu shintsho emkhubeni. Abaprosesa bendabuko baphinde bazuza indima ehamba phambili njengengqimba yokuqondisa ekwakhiweni kobuhlakani bokwenziwa , indima ebonakala sengathi igcinelwe ama-GPU kuze kube manje. Bobabili i-Intel ne-AMD babone isidingo sama-CPU eseva yabo sikhuphuka kakhulu, okuholele abathengi baseShayina ekufuneni izinkontileka eziqinisekisa ivolumu yokuphakelwa konyaka owodwa noma emibili ezayo.
Izinkontileka zesikhathi eside eShayina
Ngokusho kwe-Reuters, izivumelwano zigxile kumthamo wabacubunguli, hhayi entengweni yokugcina . Abathengi bazibophezela kumanani athile kodwa bashiya izindleko zingashintshi, becabanga ukuthi zingase zishintshe phakathi nesikhathi okuvunyelwene ngaso. Izinkontileka eziningi zimboza cishe izinyanga eziyishumi nambili, yize ezinye izingxoxo zifaka phakathi izibopho zeminyaka emibili noma ngaphezulu.
Lo mkhuba ukhumbuza inkinga ye-RAM , lapho isidingo se-AI sibangele ukushesha kokuthola isitokwe. Ama-CPU eseva awakaze abhekane naleli zinga lengcindezi ngokwesiko , kodwa ukwanda kwengqalasizinda yobuhlakani bokwenziwa kuthinta zonke izingqimba zehadiwe. I-Intel ne-AMD zase zixwayise amakhasimende azo aseShayina ngamafasitela okulethwa amade, futhi endabeni yabanye abaprosesa be-Xeon, izikhathi zokulinda sezifinyelele ezinyangeni eziyisithupha.
Amanani akhuphukayo kanye nezikhathi zokulethwa
E-China, amanani e-server CPU ayaqhubeka nokukhuphuka. Eminye imikhiqizo ibona ukwenyuka kwanyanga zonke okungaphezu kuka-10% , kanti eminye imikhiqizo ikhuphuke ngaphezu kuka-40% uma kuqhathaniswa namazinga ekuqaleni konyaka. Lokhu kwenyuka kukhulisa izindleko zabahlinzeki bamafu nezinkampani ze-inthanethi ezidinga ukwandisa amandla azo okusebenzisa ikhompyutha.
Isikhulu esiphezulu se-Intel uLip-Bu Tan uthe ngo-Ephreli ukuthi isidingo siyaqhubeka nokwedlula ukunikezwa, ikakhulukazi ama-Xeon chips. UTan ucaphune isivumelwano seminyaka eminingi ne-Google njengesibonelo sezinkontileka ezinde inkampani ezitholayo . Okwamanje, i-AMD iphakamise isibikezelo sayo semakethe ye-CPU yeseva, iphawula ukuthi i-AI esebenzisana nayo izoba yisihluthulelo sokukhula.
Amathuba okukhula kwe-Intel ne-AMD
Abahlaziyi be-KeyBanc nabo babona umbono omuhle kubo bobabili abakhiqizi. Balindele ukukhula kwamayunithi e-CPU eseva kokubili i-Intel ne-AMD , okuqhutshwa yimithwalo yemisebenzi ye-AI e-agent ekhulisa isidingo samaprosesa avamile.
Nakuba i-NVIDIA ibusa imakethe ye-AI accelerator, ama-Intel nama-AMD CPU ahlala ebalulekile ekusingatheni imithwalo yemisebenzi yokubala enika amandla izinhlelo zobuhlakani bokwenziwa . Ukucabanga, isigaba lapho imodeli eqeqeshwe ikhiqiza khona izimpendulo, kuncike kakhulu kula maprosesa. Ngakho-ke, umkhawulo wokunikezwa kwe-CPU ungaphazamisa ukusebenza ngisho noma ama-GPU etholakala.
Ukuhlanganiswa kwezinkontileka zesikhathi eside, amanani akhuphukayo, kanye namathuba okukhula kuveza isithombe lapho i-Intel ne-AMD zibhekene nenselele yokuhlangabezana nesidingo esingapheli . Izikhungo zedatha zaseShayina, phakathi kwezindawo ezinkulu kakhulu emhlabeni, zihlela kabusha amasu azo okuthenga ukuze zigweme ukushoda. Okwamanje, imakethe yeprosesa yeseva yomhlaba wonke ilungiselela umjikelezo wokwanda abahlaziyi ababikezela ukuthi uzothatha isikhathi eside kakhulu.