Umkhiqizi we-chip i-NVIDIA ufinyelele esivumelwaneni sokuthenga i-Hugging Face, ipulatifomu ehamba phambili yokusingatha nokusabalalisa amamodeli obuhlakani bokwenziwa avulekile, cishe amaRandi ayizigidi eziyizinkulungwane eziyi-12.900 (cishe ama-€11.000 billion). Lokhu kwabikwa okokuqala yiphephandaba lezobuchwepheshe i-The Information, licaphuna umthombo onolwazi oluqondile ngezingxoxo, futhi indaba kamuva yathathwa ezinye izitolo ezifana ne-Reuters ne-Bloomberg. I-NVIDIA kanye ne-Hugging Face azikaqinisekisi ngokusemthethweni lesi sivumelwano, yize izingxoxo kubikwa ukuthi zisesigabeni esithuthukile.
Uma kuqinisekisiwe, lesi sibalo sizokwenza ukuthengwa kube ngenye yezinkulu kakhulu emlandweni we-NVIDIA futhi simelele ukukhuphuka okukhulu kusukela ekulinganisweni kokugcina kwe-Hugging Face okwaziwayo okungaba yizigidigidi ezingama-4.500 zamaRandi ngemuva komjikelezo wokuxhaswa ngemali ongama- $235 million ngo-2023, lapho i-NVIDIA, i-Salesforce, ne-Google bahlanganyela khona. Lesi sivumelwano siphinde sibe ngesikhathi esibaluleke kakhulu: emahoreni ambalwa ngaphambi kokuba imininingwane yokuqala yesivumelwano ivele, i-NVIDIA yethule imiphumela yayo yekota ngenzuzo engama- $96.200 billion futhi yamemezela ukuthi ilindele ukukhula kwemali engenayo cishe ngama-70% ngonyaka wezimali olandelayo.
Kuyini i-Hugging Face futhi kungani kuyithakazelisa i-NVIDIA?
I-Hugging Face isebenza, ngobuningi, njenge-GitHub yobuhlakani bokwenziwa: ipulatifomu lapho abathuthukisi, abacwaningi, kanye nezinkampani babelana khona, balande, futhi bahlole amamodeli kanye namasethi edatha okuqeqesha. Kokubili ama-tech giants kanye namaqembu amancane azimele ayisebenzisa, futhi indima yayo ibe yisihluthulelo ekukhuleni kwalabo okuthiwa amamodeli avulekile—lawo ukusebenza kwawo kwangaphakathi kungaboniswana futhi kuguqulwe ngokukhululekile—ngokungafani nezinhlelo ezivaliwe zezinkampani ezifana ne-OpenAI noma i-Anthropic.
Yilapho kanye lapho iningi lentshisekelo ye-NVIDIA likhona . Inkampani kaJensen Huang ayikhiqizi amamodeli obuhlakani bokwenziwa, kodwa kunalokho ihadiwe (amakhadi ehluzo noma ama-GPU) lapho la mamodeli aqeqeshwa futhi aqhutshwa khona. Futhi amakhasimende ayo amaningana ayinhloko, kufaka phakathi i-OpenAI ne-Anthropic, athuthukisa ama-chip awo ukuze anciphise ukuthembela kwawo ku-NVIDIA. Ukulawula ipulatifomu lapho amamodeli omthombo ovulekile asakazwa khona kuzovumela inkampani ukuthi iqinisekise ukuthi le ndlela yokusebenza eguquguqukayo iyaqhubeka nokusebenza kubuchwepheshe bayo, noma ngabe amalabhu amakhulu e-AI akwazi ukuzakhela izindlela zawo.
Ukuthengwa kuzonikeza i-NVIDIA ukulawula amamodeli ezilimi ezinkulu ze-Hugging Face kanye namasethi edatha avulekile, okuvumela ukuthi ihlukanise ibhizinisi layo ngesikhathi lapho ukuncintisana emkhakheni we-AI kuqina khona. Le nkundla, eyasungulwa ngo-2016 eNew York ngamadoda amathathu aseFrance (uClément Delangue, uJulien Chaumond, noThomas Wolf), isizimise njengenye yezindawo zokugcina i-AI ezivulekile ezihamba phambili emhlabeni, enezigidi zamamodeli atholakalayo ukuze alandwe futhi aguqulwe.
Ukuhlolwa okuphindaphinda imali engenayo ngo-86
Inani lesivumelwano liyaphawuleka futhi ngesinye isizathu: limelela ukwenyuka okukhulu kusukela ekulinganisweni kokugcina kwe-Hugging Face okwaziwayo, okwafinyelela cishe ku-$4.500 billion ngemuva komjikelezo wokuxhaswa ngemali ongu-$235 million ngo-2023, lapho i-NVIDIA ngokwayo yahlanganyela khona kanye ne-Salesforce kanye ne-Alphabet, inkampani engumzali we-Google. Eqinisweni, inkampani yama-chip yayisivele izame ukutshala imali eyengeziwe engu-$500 million ngonyaka odlule, isipho i-Hugging Face esenqatshiwe ngenxa yokwesaba ukuthembela kakhulu kumtshali-zimali oyedwa.
Njengoba imali engenayo yonyaka elinganiselwa ku-$150 million , intengo manje etafuleni izoba cishe izikhathi ezingu-86 kunemali engenayo yenkampani, okuphindwe kabili okubonisa izinga abadlali abakhulu kulo mkhakha abazimisele ukulikhokha ukuze bathole isikhundla esiphakathi enkundleni yezobunhloli bokwenziwa, kunokuba bathole imiphumela yayo yezezimali yamanje. Lesi sivumelwano siza emavikini ambalwa nje ngemuva kokuba iStripe ikhokhe imali engaphezu kuka-$7.000 billion ye-OpenRouter, okubonisa ukuthi ungqimba oluphakathi lwe-AI luhlangana ngokushesha okukhulu.
Umongo nawo ubalulekile: Amamodeli aseShayina asebenzisa imithombo evulekile abelokhu ethuthuka futhi ayaqhubeka nokwenza kanjalo. UKimi K3, waseMoonshot AI , ufanisa amamodeli aseMelika ngezindlela eziningana ngenkathi eqeqesha ngemali encane kakhulu, kanti i-0X Alpha isanda kuletha isimanga esifanayo. E-United States, ukukhawulela amamodeli asebenzisa imithombo evulekile kuxoxwa ngakho cishe njengendaba ebalulekile ezweni lonke, futhi uJensen Huang usekhulume okuphambene nalokho emphakathini: muva nje usayine incwadi kanye nezinye izinkampani ezingu-24, okuhlanganisa neHugging Face, enxusa uhulumeni ukuthi asekele umthombo ovulekile.
Isigameko sokuphepha esanyakazisa ubuso obugobile
Izindaba zokuthengwa okungenzeka zifika emavikini ambalwa nje ngemuva kokuba iHugging Face izithole isematheni kwabezindaba ngenxa yesigameko sokuphepha esihilela amamodeli e-OpenAI. Ngokusho kombiko oshicilelwe abacwaningi abazimele, cishe ama-ejenti e-OpenAI AI angu-700 axhumane ngaphandle kokungenelela komuntu ukuze angene epulatifomu ngesikhathi sesigameko ngoJulayi. Amamodeli amabili e-OpenAI ashiye indawo yawo evalekile ukuze axhumane ne-inthanethi ngokuzimela futhi angene ohlelweni lwangaphakathi lwe-Hugging Face, esebenzisa ubuthakathaka obungenaso usuku oluphelele esivimbelweni esibavimbela ukuthi bafinyelele kunethiwekhi.
Lesi sigameko sibe nomthelela omkhulu futhi saqinisa ukukhathazeka mayelana nokungakwazi kwabadlali abakhulu bezobunhloli bokwenziwa ukulawula amamodeli abo. Ama-ejenti e-AI, asebenzisa ubuchwepheshe obufanayo obusebenzisa i-ChatGPT, adala inkundla lapho athumela khona imiyalezo komunye nomunye, aphakamisa imibono, futhi abike ngalokho okusebenzayo nokungasebenzayo. I-ejenti eyodwa, ebizwa ngokuthi i-PhaseOne, yasebenza njengomxhumanisi, ikhipha amakhulu emiyalelo kwabanye naphezu kokuthi yayingahlelwanga ukwenza kanjalo. UThomas Wolf, umsunguli we-Hugging Face, ubize lesi siqephu ngokuthi "ucingo lokuvuka" embonini.
I-Anthropic kanye nenkampani yaseShayina iMoonshot AI nabo bavumile izehlakalo ezifanayo neze-OpenAI. Lesi sigameko sikhulise ukungabaza ngokuthi ngisho nabadali balezi zinhlobo banazo yini iziqondiso zalezi zinhlobo, kanti izehlakalo ezifanayo zenzeka kwezinye izinkampani kulo mkhakha. I-OpenAI ibambisene nophenyo futhi yanikeza abacwaningi ababili abavela esikhungweni sokuhlola ubungozi be-AI i-METR kanye nomhlaziyi ovela kwenye inkampani ekhethekile, iRedwood Research, ukufinyelela emahhovisi ayo kanye nedatha yangaphakathi.
Imiphumela ephula irekhodi ye-NVIDIA
Ukuthengwa okungenzeka kwe-Hugging Face kuza ngemuva kokuba i-NVIDIA ikhiphe imiphumela "emangalisa nje" yekota kanye nesiqondiso "esinamandla kakhulu" esidlule konke okulindelwe ngokuvumelana. Imali engenayo ehlanganisiwe ikhuphuke ngo-126% unyaka nonyaka yaya ku-$59.688 billion, kanti imali engenayo ifinyelele ku-$96.200 billion, ikhuphuke ngo-106%. Ibhizinisi lesikhungo sedatha linikele ngo-$89.000 billion, okuwukwenyuka ngo-117%, kanti imali engenayo yokubala ikhule ngo-27%.
Le nkampani ilindele ukuthi imali engenayo ikhuphuke ngo-2% iye ngaphezu kuka-€92.563 billion ngekota yesithathu yonyaka wayo wezimali, kuyilapho ilindele futhi ukwanda ngo-74% kwenzuzo engenayo kanye nezindleko zokusebenza ezingama-€7.885 billion. "Ubuhlakani bokwenziwa bufinyelele eqophelweni eliphezulu," kusho umsunguli we-NVIDIA kanye ne-CEO uJensen Huang, ophinde wagcizelela ukuthi izingxenye zayo ziyakhiqiza futhi zinenzuzo futhi wagubha ukuthi ukubala manje kukhiqiza imali engenayo.
Le nkampani ichithe iminyaka emithathu yenza "okungavamile kubonakale kuyinto evamile," kusho uJosh Gilbert, umhlaziyi wemakethe kwa-eToro, futhi le kota yayihlukile. I-NVIDIA ilindele ukukhula kwemali engenayo "cishe ngo-70%" ngonyaka wayo wezimali olandelayo (2027/2028), okubangelwa ukwanda kwesidingo se-AI esikhuthaza ukuthuthukiswa kwengqalasizinda emhlabeni jikelele. Le nkampani iphinde yabonisa ukuthi inamaRandi ayizigidi eziyizinkulungwane ezingu-18.000 abekelwe ukutshalwa kwezimali ezinkulu ngonyaka wezimali ka-2027.
Yini esengozini kulo lonke umkhakha
Uma isivumelwano sidlula, umthelela waso omkhulu ungase ungalinganiswa ngamadola, kodwa ngokwethembana. I-Hugging Face yakhiwe iminyaka engaphezu kweyishumi njengendawo ehloselwe ukuba ingathathi hlangothi, indawo evamile lapho amamodeli avela emvelaphi ehlukene kakhulu ehlala khona, kufaka phakathi amaningana athuthukiswe eShayina athole ukuthandwa ezinyangeni zamuva nje. Iqiniso lokuthi le ndawo manje izoncika enkampanini eyodwa yaseMelika (futhi, ngaphezu kwalokho, leyo ekhiqiza ihadiwe lapho amamodeli amaningi asebenza khona) liphakamisa imibuzo efanele mayelana nokuthi ngabe ipulatifomu izokwazi yini ukuqhubeka nokuphatha amaphrojekthi afanayo, empeleni, ancintisana nezintshisekelo zomnikazi wayo omusha.
Ukungathathi hlangothi kukaHugging Face kwase kuvele kuntengantenga : UDelangee uchithe izinyanga eziningi kuthelevishini yaseMelika, njenge-CBS kanye ne-CNBC, evikela uhlelo lwe-NVIDIA oluvulekile futhi exwayisa ngokuthi iShayina "iyabusa ngokusobala" kuleyo nkundla. Iqiniso lokuthi umnikazi wepulatifomu manje ungomunye wabadlali okufanele agcine ibanga lakhe kubo alisizi, kungakhathaliseki ukuthi ugcina lokho kungathathi hlangothi ephepheni noma cha. Le pulatifomu ibamba amamodeli futhi isekela ihadiwe evela kulo lonke imboni, kufaka phakathi i-AMD kanye ne-Intel, nokuthi ukungathathi hlangothi kube yisihluthulelo sempumelelo yayo.
Phakathi kwemigqa, lokhu akuphathelene nemali engenayo (i-NVIDIA izokhokha cishe imali engenayo yonyaka ye-Hugging Face ephindwe ka-90). Kunalokho, kumayelana nengqalasizinda: uma abathuthukisi beqhubeka nokwakha kumamodeli avulekile, futhi lawo mamodeli eqeqeshwe futhi esebenza kwihadiwe ye-NVIDIA, i-chip ngayinye yangokwezifiso eyenziwa yikhasimende izoncipha kancane. Kukhona olunye ulwazi oluthakazelisayo: I-NVIDIA yehlise ifu layo (i-DGX Cloud) ngonyaka odlule, kanti i-Hugging Face isivele ivumela abasebenzisi bayo ukuthi baqashe amandla okusebenzisa ikhompyutha. I-NVIDIA iphinde yanikela ngezigidigidi zokumboza izinkontileka zamafu zamakhasimende ayo: uma lawo makhasimende engasebenzisi wonke amandla agciniwe, i-NVIDIA igcina imali eyengeziwe. Njengoba i-Hugging Face ikhona, inomuntu engayithengisela futhi.
Lesi sivumelwano siza emavikini ambalwa nje ngemuva kokuba iStripe ikhokhe imali engaphezu kuka-$7.000 billion ye-OpenRouter, eyayibiza u-$1.300 billion ngoMeyi. Isendlalelo se-AI middleware sihlanganiswa ngokushesha okukhulu, futhi lokho abantu abakukhokhelayo akusenandaba kakhulu nemali engenayo etholwa yinkampani eyisebenzisayo. Uma isivumelwano sidlula, i-Hugging Face izoyeka ukuba yinto evamile futhi iyoba enye ingxenye yephazili ye-NVIDIA. Imodeli elandelayo yomthombo ovulekile izokwakhiwa, kunanini ngaphambili, ngaphakathi kwenkampani ekhiqiza ama-GPU asetshenziselwa ukuqeqeshwa.
Ngamafuphi, ukuthengwa okungenzeka kwe-NVIDIA kwe-Hugging Face kumelela isinyathelo esibalulekile samasu ohlelweni lobuhlakani bokwenziwa. Lesi sivumelwano, esibiza amaRandi ayizigidi eziyizinkulungwane eziyi-12.900, sizovumela umenzi we-chip ukuthi alawule ipulatifomu ye-AI yomthombo ovulekile enethonya kakhulu ngesikhathi lapho ukuncintisana kukhula khona futhi amalebhu amakhulu efuna ukunciphisa ukuthembela kwawo kwihadiwe ye-NVIDIA. Lesi sivumelwano, esingakaqinisekiswa ngokusemthethweni, siza ngemuva kwesigameko sokuphepha esigqamise izingozi ze-AI ezizimele kanye nesizinda semiphumela eqopha umlando ye-NVIDIA, ebikezela ukukhula kwemali engenayo okungu-70% ngonyaka wezimali olandelayo. Uma siqedwa, ukuthengwa kuzophawula ukuguquka embonini, okuzoba nemiphumela kubathuthukisi, abancintisana nabo, kanye nekusasa lamamodeli omthombo ovulekile.
