I-Nvidia itshale imali eyizigidigidi ezingama-3.500 zamaRandi ku-MediaTek ukuze ithuthukise uhlelo lwayo lwe-AI

Isikhulu se-semiconductor sase-US iNvidia sithathe elinye igxathu esulweni laso lokukhulisa umhlaba wonke ngokutshala imali eyizigidigidi ezingu-3.500 zamaRandi kumabhondi aguqulwayo avela enkampanini yaseTaiwan iMediaTek. Lokhu kuthengiselana okukhulu kakhulu kweNvidia ngaphandle kwe-United States futhi kuqinisa ukubambisana obekulokhu kuthuthuka eminyakeni yamuva nje. Lesi sinyathelo, esamenyezelwa ngoMsombuluko, samukelwe ngentshiseko yizimakethe, lapho amasheya eMediaTek enyuke cishe ngo-10% ngesikhathi kuvulwa ngoLwesibili.

Lesi sivumelwano asiyona nje imali engenayo, kodwa siyingxenye yesivumelwano esibanzi sokuthuthukisa amapulatifomu obuhlakani bokwenziwa (AI) kuzo zonke izigaba ezintathu: ingqalasizinda yamafu, ikhompyutha yendawo, kanye nezimoto. I-MediaTek, eyaziwa kakhulu ngama-chip ayo eselula, izosebenzisa ipulatifomu ye -NVLink Fusion ye-Nvidia , inike amandla abahlinzeki bezinsizakalo ezinkulu zamafu kanye nabathuthukisi bemodeli ukudala ama-chip abo angokwezifiso (ama-XPU) futhi bawahlanganise nezimboni ze-AI ezisezingeni eliphezulu. Ngalesi sivumelwano, i-Nvidia ihlose ukuvikela indima ebalulekile ohlelweni lwe-AI , noma ngabe amakhasimende ayo amakhulu, njenge-Amazon ne-Google, athuthukisa amaprosesa awo.

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Ukutshalwa kwezimali okurekhodiwe kanye nokusabela okusheshayo emakethe yamasheya

Ukutshalwa kwezimali kweNvidia kuyingxenye yesibopho esiguquguqukayo esingu-$3.900 billion esasungulwa yiMediaTek, lapho nabanye abatshalizimali nabo bahlanganyele khona, okuhlanganisa ne-Alphabet, inkampani engumzali we-Google, yize amanani ngamanye engakadalulwa. Ngokusho kweBloomberg, lokhu kutshalwa kwezimali okuqondile okukhulu kweNvidia ngaphandle kweTaiwan, kudlula ukuthengiselana kwangaphambilini. Imakethe yaseTaiwan yasabela kakhulu: Amasheya eMediaTek akhuphuke ngo -9,94% afinyelela ku-NT$4.315 (cishe ama-€117), afinyelela umkhawulo wansuku zonke wokwenyuka. Imali yemakethe yenkampani manje icishe ibe yi-$218.000 billion, okuqinisa isikhundla sayo njengenkampani yesibili ngobukhulu kulesi siqhingi, yesibili ngemuva kwe-TSMC.

Lokhu kusabela akulona iphutha. I-MediaTek yayisivele imemezele izinhlelo zokwandisa ibhizinisi layo le-AI chip elenziwe ngokwezifiso, ngenzuzo ebikezelwe engu-$2.000 billion kulo nyaka kanye nemakethe engaba khona engu-$80.000 billion ngo-2027. Ukubambisana neNvidia kuyinika ukufinyelela kubuchwepheshe obuyinhloko bokuxhumana kanye nesistimu yesofthiwe engasheshisa ukukhula kwayo . KuNvidia, lesi sivumelwano singenye ingxenye yesu layo 'lokuxhasa ngezimali okujikelezayo', yize inkampani yenqaba lelo lebula. UJensen Huang, i-CEO yeNvidia, ugcizelele ukuthi zombili izinkampani 'zenze ibhizinisi lazo' nokuthi ukubambisana kungobuchwepheshe kuphela.

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Izindawo ezintathu zokubambisana: ifu, i-PC, kanye nezimoto

Lesi sivumelwano sakhiwe ngezindawo ezintathu eziyinhloko. Emkhakheni wengqalasizinda, iMediaTek izosebenzisa i-NVLink Fusion, ipulatifomu yeNvidia evumela ukuxhumana okusheshayo kwama-chip avela kubakhiqizi abahlukene ngaphakathi kohlelo olulodwa. Lokhu kuzokwenza kube lula ngabasebenza nge-hyperscalers kanye nabahlinzeki bezinsizakalo zamafu ukuklama ama-XPU ngokwezifiso ngaphandle kokuqala kusukela ekuqaleni, okusindisa isikhathi kanye nezindleko zobunjiniyela. Ngaphezu kwalokho, ubuchwepheshe bememori ye-NVHBM obusanda kwethulwa yiNvidia buzohlanganiswa ukuthuthukisa ukusebenza ezindaweni zedatha.

Emkhakheni wekhompyutha wendawo, zombili izinkampani zizoqhubeka nokuthuthukisa imigqa yama-chip ye-RTX Spark kanye ne-DGX Spark , eyenzelwe amakhompyutha omuntu siqu, ama-supercomputer onjiniyela be-AI, kanye nezindawo zokusebenza zebhizinisi. Lawa ma-chip ahlanganisa ama-GPU e-Nvidia nama-MediaTek SoC, ahlinzeka ngokusebenza okuseqophelweni eliphezulu kanye nokusetshenziswa kwamandla okuphumelelayo. Okokugcina, emkhakheni wezimoto, ukubambisana kudlulela kumapulatifomu e-Dimensity Auto e-MediaTek, ahlanganisa ubuchwepheshe be-Nvidia bezici zokushayela ezizimele kanye nehluzo ze-RTX kuma-smart cabins. Lezi zinkampani ezimbili ngaphambilini zasebenzisana ku-superchip ye-GB10 Grace Blackwell ye-DGX Spark.

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Abaphathi abaphezulu bezinkampani zombili bagcizelele ukubaluleka kwalolu bumbano. UJensen Huang waphawula ukuthi "i-AI iguqula wonke amapulatifomu ekhompyutha, kusukela ezimbonini ezinkulu ze-AI emhlabeni kuya kumakhompyutha nezimoto zomuntu siqu," futhi wancoma ubuchwepheshe be-MediaTek ekwakhiweni kwesistimu-on-a-chip, ukuxhumana, kanye nokusebenza kahle kwamandla. URick Tsai, i-CEO ye-MediaTek, uthe "ukutshalwa kwezimali kweNvidia kuqinisa ukubambisana okuhlanganisa ingqalasizinda ye-AI yamafu, ikhompyutha yendawo, kanye nomkhakha wezimoto enkathini ye-AI ebonakalayo." Bobabili bavumile ukuthi ukuhlanganisa amandla abo kuzosheshisa ukusungula izinto ezintsha kumakhasimende abo.

Ngalokhu kuthengwa, iNvidia iqinisa isikhundla sayo njengomdlali oyinhloko ohlelweni lwe-AI, ngisho noma amakhasimende ayo amakhulu efuna ezinye izindlela esikhundleni sama-chip ayo. Ngokutshala imali ku-MediaTek, ayigcini nje ngokuqinisekisa umlingani obalulekile kwezobuchwepheshe kodwa futhi yandisa ithonya layo ekwakhiweni kwama-processor enziwe ngokwezifiso zesikhathi esizayo. Ukusabela okuhle emakethe kanye nezibikezelo zokukhula kwezinkampani zombili kusikisela ukuthi lo mfelandawonye unamandla. Kusazobonakala ukuthi isu le-Nvidia lokwakha ubudlelwano bezezimali nobuchwepheshe lizoyivumela yini ukuthi iqhubeke nokubusa kwayo emkhakheni oncintisana kakhulu.

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