Isikhulu se-semiconductor sase-US iNvidia simemezele ukutshalwa kwezimali okungu-$3.500 billion kumabhondi aguqulwayo avela ku-MediaTek , umkhiqizi waseTaiwan ogxile kuma-chip omakhalekhukhwini namanye amadivayisi. Lokhu kuthengiselana, okwembulwe ngoMsombuluko esitatimendeni esihlanganyelwe, kumelela ukutshalwa kwezimali okuqondile okukhulu kakhulu kwe-Nvidia ngaphandle kwe-United States kuze kube manje futhi kuhlose ukuqinisa ukubambisana phakathi kwalezi zinkampani ezimbili ekuthuthukiseni izixazululo zobuhlakani bokwenziwa (AI).
Lezi zindaba zibe nomthelela ngokushesha ezimakethe. Amasheya e-MediaTek, abhalwe ku-Taipei Stock Exchange, akhuphuke ngo -9,94% ekuqaleni kwesonto ngoLwesibili , afinyelela inani lawo eliphakeme lansuku zonke lamadola amasha angu-4.315 eTaiwan (cishe ama-€117,5). Lokhu kukhuphuka kwenezela ekukhuleni kwenani cishe ngo-200% kuze kube manje kulo nyaka, okuqinisa isikhundla senkampani njengeyesibili ngobukhulu eTaiwan ngokwezimali zemakethe, ilandela i-TSMC kuphela.
Ubumbano oluneqhinga ngezinhlangothi ezintathu
Lesi sivumelwano sidlula ukufakwa kwemali; sisungula ukubambisana okwandisiwe ezindaweni ezintathu ezibalulekile. Okokuqala, i-MediaTek izosebenzisa ipulatifomu ye-NVLink Fusion ye-Nvidia , isethi yobuchwepheshe bokuxhumana kanye nememori obuvumela ama-chip aklanywe ngokwezifiso (ama-XPU) ukuxhumana ngqo nezinhlelo ze-AI ezisezingeni eliphezulu. Lokhu kuzokwenza kube lula kubahlinzeki bezinsizakalo zamafu abakhulu kanye nabathuthukisi bemodeli ukudala ama-accelerator abo ngaphandle kokudinga ukuklama ukuxhumana kusukela ekuqaleni, okusindisa isikhathi kanye nezindleko zobunjiniyela.
Okwesibili, ukubambisana kudlulela ekubalweni kwendawo. Zombili izinkampani zizoqhubeka nokusebenza ndawonye emigqeni ye-RTX Spark kanye ne-DGX Spark , eyenzelwe amakhompyutha omuntu siqu, ama-supercomputer onjiniyela be-AI, kanye nezindawo zokusebenza zebhizinisi. Le mikhiqizo ihlanganisa ama-GPU e-Nvidia ne-MediaTek systems-on-a-chip (SoCs), njengoba i-GB10 Grace Blackwell Superchip ku-DGX Spark isivele yenze.
Insika yesithathu umkhakha wezimoto. Inhlangano ihlela ukuqhubeka nokuthuthukisa amapulatifomu ezimoto ezichazwe yisoftware esebenzisa i-AI , ihlanganisa izixazululo ze-MediaTek ze-Dimensity Auto nohlelo lwe-Nvidia lwe-Drive AGX, oluhlanganisa konke kusukela emisebenzini yokushayela okuzenzakalelayo kuya kwimidwebo engaphakathi kwekhabhini.
Imininingwane yokusebenza kanye nomongo
Ukutshalwa kwezimali kweNvidia kuyingxenye yokukhishwa kwebhondi eguquguqukayo engu-$3.900 billion eyasungulwa yiMediaTek , eyayihlanganisa nabanye abatshalizimali, phakathi kwabo i-Alphabet, inkampani engumzali we-Google, ngokusho kwemithombo ejwayelene nalolu daba. Nakuba amanani ngamanye engakadalulwa, lokhu kuthengiselana kuqinisa isu leNvidia lokuqinisa uhlelo lwayo lwemvelo ngesikhathi lapho amakhasimende ayo amakhulu, njenge-Amazon, i-Google, ne-Microsoft, ethuthukisa ama-chip awo ukuze anciphise ukuthembela kwawo kuma-accelerator enkampani.
Lesi sinyathelo silandela iphethini esivele ibonwe kwezinye izivumelwano zakamuva. Isibonelo, iNvidia ithembise ukufika ku-$105 billion ukuqinisekisa ukuqashwa kwesikhungo sedatha se-OpenAI e-Ohio futhi yamemezela isivumelwano ne-Amazon Web Services sokufaka ama-GPU engeziwe ayizigidi ezimbili ezinhlelweni zayo. Kuzo zonke izimo, umgomo ucacile: ukuqinisekisa ukuthi noma iyiphi i-chip yangokwezifiso isebenza kwingqalasizinda nezindinganiso zeNvidia , noma ngabe ayikhiqizwanga yinkampani uqobo.
Izimpendulo ezivela kubaphathi
Umsunguli kanye ne-CEO ye-Nvidia uJensen Huang ugcizelele ukubaluleka kwalolu bumbano. Esitatimendeni esikhishwe esitatimendeni sabezindaba, uqinisekisile ukuthi “i-AI iguqula zonke izinkundla zokubala, kusukela ezimbonini ezinkulu ze-AI emhlabeni kuya kuma-PC nezimoto.” UHuang uncome ubuchwepheshe be-MediaTek ekwakhiweni kwesistimu-on-a-chip, ukuxhumana, kanye nokusebenza kahle kwamandla, futhi wagcizelela ukuthi ndawonye “bakha izinkundla eziletha ukubala okusheshayo kwe-Nvidia ezimakethe ezintsha.”
Ngakolunye uhlangothi, uRick Tsai, iphini likasihlalo kanye ne-CEO ye-MediaTek, uphawule ukuthi ukutshalwa kwezimali kuqinisa ukubambisana okuhlanganisa ifu, ukubala endaweni, kanye nezimoto "esikhathini se-AI ebonakalayo." UTsai ugcizelele ukuthi ukuhlanganisa ubuholi be-Nvidia ekubalekeni okusheshayo kanye nesofthiwe ye-AI kanye nobuchwepheshe be-MediaTek ku-silicon yangokwezifiso kuzosheshisa ukusungula izinto ezintsha kumakhasimende.
Lokhu kuthengwa kwenzeka ngesikhathi lapho iMediaTek ifuna ukuqinisa ukuba khona kwayo emakethe yesikhungo sedatha. Le nkampani yaseTaiwan yayibikezele ukuthi ukuthengiswa kwayo kwama-chip e-AI kuzofinyelela ku- $2.000 billion kulo nyaka futhi ihlose ukuthola isabelo esikhulu semakethe esingafinyelela ku-$80.000 billion ngo-2027, ngokusho kwezilinganiso ezicashunwe yi-CNBC.
Yonke imithombo iyavuma ukuthi lo mfelandawonye awuyona nje i-capital injection, kodwa uyisibopho sesikhathi eside. I-Nvidia iphikise izinsolo zokuxhaswa ngemali okujikelezayo, uHuang ephikisana ngokuthi "i-MediaTek isivele inenzuzo enkulu futhi iphumelele," nokuthi zombili izinkampani "zenza ibhizinisi lazo." Noma kunjalo, lesi sivumelwano sibonisa indlela i-Nvidia esebenzisa ngayo amandla ayo ezezimali ukuqinisekisa ukuthi uhlelo lwe-AI luyaqhubeka nokujikeleza ubuchwepheshe bayo.
Ngamafuphi, utshalomali oluyizigidigidi ezingu-3.500 zamaRandi kanye nokubambisana okwandisiwe phakathi kweNvidia neMediaTek kuphawula ingqophamlando embonini ye-semiconductor, okunomthelela oqondile ekuthuthukisweni kwengqalasizinda ye-AI, ukuvela kwama-PC, kanye nesizukulwane esilandelayo sezimoto ezihlakaniphile. Abatshalizimali baphendule ngentshiseko, futhi zonke izinkomba zibonisa ukuthi lobu budlelwano buzoba yisici esibalulekile emncintiswaneni wokubusa ubuhlakani bokwenziwa emhlabeni jikelele.