I-Meta ithathe elinye igxathu esu layo lobuhlakani bokwenziwa ngokwandisa ukubambisana kwayo ne-Broadcom ukuthuthukisa ama-chip enziwe ngokwezifiso, isinyathelo esiqinisa ukuzibophezela kwayo ekubeni nehadiwe yayo ngezinga elikhulu ukuze inikeze amandla izinsizakalo zayo ze-AI.
Lesi sivumelwano, esanda ubudlelwano phakathi kwalezi zinkampani ezimbili kuze kube ngu-2029 , sihlanganisa ukuthunyelwa kokuqala kwama-gigawatt angaphezu kweyodwa omthamo wokubala ozinikele ekuqeqeshweni nasekucabangeni, kanye nohlelo oluhlose ukuthunyelwa kwama-gigawatt amaningana eminyakeni ezayo.
Isivumelwano sesikhathi eside sama-chip e-MTIA
Njengoba zombili izinkampani zichazile, ukunwetshwa kwesivumelwano kugxile ohlelweni lwe -Meta Training and Inference Accelerator (MTIA) , umndeni wezisheshisi zangaphakathi i-Meta ezisebenzisela ukuqinisa ingqalasizinda yayo yesikhungo sedatha eqondiswe ngqo emisebenzini ye-AI.
Ukuzibophezela kokuqala kudlula i-gigawatt eyodwa yamandla okusebenzisa ikhompyutha, inani elifana nokusetshenziswa kukagesi kwamakhulu ezinkulungwane zezindlu , okuzosetshenziswa kuzo zonke iziqephu zokuqeqesha kanye nezokuqagela ezisatshalaliswa kulo lonke inethiwekhi yomhlaba wonke yezikhungo zedatha ze-Meta. Inkampani isivele ibonisile ukuthi lokhu akuyona iphrojekthi eyenzeka kanye kuphela, kodwa kunalokho isigaba sokuqala sokuthunyelwa okuqhubekayo kuma-gigawatt amaningana.
Ngaphakathi kwalolu hlelo, i-chip yokuqala, i- MTIA 300 , isivele isetshenziswa ezinhlelweni zokuhlela okuqukethwe kanye nezincomo, kuyilapho i-Meta ihlela ukufaka izizukulwane ezintathu ezengeziwe ze-MTIA accelerators ngo-2027, kanye nezinguqulo ezilungiselelwe ngqo imisebenzi yokuphetha, okungukuthi, isigaba lapho amamodeli ekhiqiza khona izimpendulo zemibuzo yabasebenzisi.
I-Broadcom, yona, igcizelele ukuthi ama-MTIA e-Meta azoba yi-silicon yokuqala ye-AI ekhiqizwa kusetshenziswa inqubo ye-nanometer engu-2 , ukugxuma kwe-node okufanele kuhumushele ekuxineni okuphezulu kwe-transistor kanye nokusebenza kahle kwamandla okungcono, izici ezibalulekile lapho kukhulunywa ngezikhungo zedatha ezinkulu kanye nokusetshenziswa kwamandla okuqhubekayo.
Amanethiwekhi, ukupakishwa okuthuthukisiwe, kanye nesisekelo esikhulu sekhompyutha
Ngaphandle komklamo we-chip uqobo, lo mfelandawonye uhlanganisa ukupakisha okuthuthukisiwe kwe-Broadcom, ukuxhumana, kanye nobuchwepheshe bokuxhumana be-Ethernet — izinto ezibalulekile zokuhlanganisa izinkulungwane zama-accelerator kumaqoqo amakhulu e-AI. I-Meta izosebenzisa ubuchwepheshe bokuxhumana be-Broadcom ukuxhuma izikhungo zayo zedatha ze-AI ezikhula ngokushesha .
UMark Zuckerberg, umsunguli kanye ne-CEO ye-Meta, uchaze ukuthi lokhu kubambisana ne-Broadcom kuzobavumela ukuthi "bakhe isisekelo esikhulu sekhompyutha esisidingayo ukuze sinikeze ubuhlakani bomuntu siqu" kubasebenzisi abangaba yizigidigidi. Lesi sitatimende sihlanganisa isifiso senkampani: ukuzihlomisa ngengqalasizinda yayo ekwazi ukusekela amamodeli e-AI adinga kakhulu.
Lokhu kutshalwa kwezimali ku-silicon eyenziwe ngokwezifiso kuza kanye nokwenyuka okukhulu kwezindleko zengqalasizinda ye-Meta . Le nkampani ibeke isabelomali esifinyelela ku-$135.000 billion se-AI esikhathini esiseduze, umzamo ohlanganisa kokubili ukuthenga ama-GPU kubantu besithathu (njenge-Nvidia ne-AMD) kanye nokusabalalisa ama-chip athuthukiswe ngaphakathi.
Ngokuphathelene nomthamo obonakalayo, i-Meta isivele isebenza ngezikhungo zedatha ezingaphezu kwamashumi amathathu ezisakazeke ezifundeni ezahlukene, ngokugxila okukhulu e-United States kodwa ngomthelela womhlaba wonke, okuhlanganisa neYurophu, lapho inkampani isebenza khona ingqalasizinda ekhonza imakethe yaseYurophu. Isidingo sokuxhumanisa ukwakheka kwama-chip, ukupakisha, amanethiwekhi, kanye nokunikezwa kwamandla ngezinga elikhulu kungenye yezizathu ezenza ibambisane nezinkampani ezifana ne-Broadcom.
Ukuhamba kukaHock Tan ebhodini le-Meta kanye nendima entsha yokweluleka
Ukumenyezelwa kwesivumelwano esisha kuhambisane nezinguquko ekubuseni kweMeta. Le nkampani ithe uHock Tan, i-CEO yeBroadcom , unqume ukungaphinde akhethelwe ebhodini labaqondisi beMeta, ajoyina ngalo ngo-2024.
Nakuba eshiya ngokusemthethweni isihlalo sakhe ebhodini, uTan uzongena endimeni yokweluleka egxile kusu le-Meta le-chip elenziwe ngokwezifiso , esebenza ngqo ekuchazeni imephu yendlela ye-silicon kanye nezinqumo zengqalasizinda yekhompyutha ebalulekile.
Lesi sinyathelo sihunyushwa emakethe njengesinyathelo esengeziwe sokujulisa ukubambisana okunesu phakathi kwalezi zinkampani zombili: I-Broadcom ngeke ibe umhlinzeki wehadiwe kuphela, kodwa futhi izoba ngumlingani obalulekile ekwakhiweni kokwakhiwa kwekhompyutha kwe-Meta esikhathini esimaphakathi neside.
Ngesikhathi esifanayo, i-Meta ikhombisile ukuthi uTracey Travis , ilungu lebhodi kusukela ngo-2020 kanye nowayeyisikhulu sezezimali e-Estée Lauder, ngeke aphinde afune ukukhethwa emhlanganweni waminyaka yonke wabanikazi bamasheya. Ukuhamba ngasikhathi sinye kwamalungu amabili ebhodi kunezela olunye ushintsho esakhiweni sokuphathwa kwezinkampani senkampani.
Ukuncintisana okukhulu ngamakhono e-AI kanye nokuncika okuncane ku-Nvidia
Umongo wesivumelwano umncintiswano womhlaba wonke wokuthola amandla ekhompyutha e-AI . Izinkampani ezinkulu zobuchwepheshe ezifana ne-Meta, i-Google, ne-Amazon zizama ukuklama ama-chip azo ukuze zinciphise ukuthembela kwazo kuma -processor e-Nvidia ne-AMD , okuhlala kuyindinganiso yangempela yemithwalo yemisebenzi eminingi ye-AI kodwa kuyabiza futhi kuncane okunikezwayo.
Kulesi simo , amasekethe ahlanganisiwe athile (ama-ASIC) , njenge-MTIA ye-Meta noma ama-TPU e-Google, athole ukuvelela . Uma kuqhathaniswa nama-GPU ajwayelekile, lawa ma-chip aklanyelwe isethi elinganiselwe yemisebenzi, engawenza asebenze kahle futhi ancintisane kakhulu ekusetshenzisweni okuthile, yize edela ukuguquguquka.
I-Meta yethule ama-chip ayo okuqala e-MTIA ngo-2023 futhi kusukela lapho ibilokhu iqinisa umugqa wayo womkhiqizo wangaphakathi , kanye neziqhwaga ezifana ne-Google ne-Amazon, eziphinde zasebenzisa ama-processor azo e-AI. Umehluko ukuthi, okwamanje, i-Meta ihlose ama-chip ayo ukuze asetshenziswe ngaphakathi, kuyilapho i-Google ne-Amazon bethengisa amanye ama-silicon abo ngamapulatifomu abo e-cloud computing.
Ukwandiswa kwesivumelwano ne-Broadcom kuza ngemuva nje kokuba i-Broadcom ngokwayo imemezele inkontileka yesikhathi eside ne-Alphabet (Google) yokukhiqizwa kwama-TPU ayo kanye nezixazululo zenethiwekhi, kanye nesivumelwano esizovumela unjiniyela we-AI u-Anthropic ukuthi afinyelele ama-gigawatt amaningana omthamo wokubala ngokusekelwe kule hardware kusukela ngo-2027. Ndawonye, ​​​​lezi zivumelwano ziqinisa indima ye-Broadcom njenge-cog ephakathi kuchungechunge lokuhlinzekwa kwehadiwe ye-AI.
Umthelela ku-Broadcom kanye nokuhlaziywa kwemakethe
Ezimakethe zezimali, izindaba zesivumelwano esisha neMeta ziholele ekuzuzeni okulinganiselwe kwamasheya e-Broadcom , akhuphuke cishe ngo-3-3,5% ekuhwebeni ngemuva kwamahora okusebenza, kanti amasheya eMeta awazange ashintshe kakhulu.
Le nkampani ye-semiconductor ibhekane nezinkathi eziningana ezilandelanayo zokukhula okunamandla okubangelwa yisidingo sama-chip e-AI akhiqizayo . Kwikota yayo yokugcina yezimali, imali engenayo ehlobene ne-AI iphindwe kabili ngonyaka kuya ezigidini zamaRandi eziningana futhi manje imelela ingxenye enkulu yemali engenayo yayo iyonke.
Abahlaziyi bezimboni balindele ukuthi, ngenxa yezinkontileka zesikhathi eside njengalezo ezisayinwe ne-Meta ne-Alphabet, imali engenayo ye-AI ye-Broadcom izodlula kalula amashumi ezigidigidi zamaRandi eminyakeni ezayo. Izibikezelo zibonisa ukuthi indima yobuhlakani bokwenziwa ebhizinisini layo izoqhubeka nokukhula kahle eminyakeni eyishumi ezayo.
EYurophu naseSpain, lapho abatshalizimali kanye nabaphathi bezimali beqapha khona ngokuseduze ukuvela komkhakha wezobuchwepheshe wase-US, i-Broadcom izisungule njengenye yezitoko ezihambisana nokukhula kwe-AI . Ukubonakala okunikezwa yilezi zinkontileka—ezinye zazo eziqhubeka kuze kube ngu-2031—kuyisici esiqokonyiswa abahlaziyi ngokungafani nokuguquguquka okuvamile kwemakethe ye-semiconductor.
Ukuzibophezela okuqinile engqalasizinda yayo ye-AI
KuMeta, ukwelulwa kwesivumelwano neBroadcom kuwuphawu olucacile lokuqhubeka nokuzibophezela kwayo ku-MTIA , ngesikhathi lapho imakethe yayizibuza ukuthi inkampani izoyigcina yini indlela yayo yokuthenga ama-chips angaphakathi noma i-backtrack naphezu kwezindleko eziphakeme kanye nobunzima bobuchwepheshe.
Kunokuba yehlise ijubane, i-Meta iqinisekisile ukuthi isizukulwane esilandelayo sama-accelerator sizokhula sibe ngama-gigawatt amaningana omthamo kusukela ngo-2027 , nokuthi ukuthunyelwa kwe-silicon yayo kuzohambisana nokuthengwa okukhulu kwama-GPU ezinkampani zangaphandle. Isu liyinhlanganisela: ukuhlanganisa ihadiwe yangaphakathi eyenzelwe izidingo zayo nenani elikhulu lama-processor ajwayelekile ukuze kulondolozwe ukuguquguquka.
Le ndlela inemiphumela eqondile ekutholakaleni kwezinsizakalo namathuluzi e-AI emhlabeni wonke, kufaka phakathi i-European Union kanye nemakethe yaseSpain , lapho imikhiqizo nemisebenzi ye-Meta incike khona kudatha yomhlaba wonke kanye nengqalasizinda yokubala eyakhelwe kakhulu kulezi zinhlobo zezivumelwano.
Esimweni lapho imithethonqubo yaseYurophu mayelana nedatha, ubumfihlo kanye nokusetshenziswa kobuhlakani bokwenziwa kuya ngokuya kuba nzima, ukuba nengqalasizinda yayo ye-AI esebenza kahle futhi elawulwayo kuvumela i-Meta ukuthi izivumelanise ngokushesha nezidingo zomthetho kanye nokuphepha, into ekhathaza kakhulu abalawuli be-EU.
Ngokwandisa ubudlelwano bayo ne-Broadcom kuze kube ngu-2029, i-Meta ihlanganisa ubudlelwano obuhlanganisa ukwakheka kwama-chip, ukuxhumana, kanye nezeluleko zamasu ezizungeze ingqalasizinda yayo ye-AI, iqinisa isikhundla sayo emjahweni wokubala okuthuthukile futhi ithumele isignali emakethe ukuthi uhlelo lwayo lwe-MTIA alugcini nje ngokuqhubeka, kodwa lulungiselela ukukhuphukela kwelinye izinga lamandla nokufinyelela.
