I-OpenAI isayine isivumelwano sokuthi Ama-dollar ayi-38.000 nge-Amazon Web Services (AWS) ukuze iqinise ukufinyelela kwayo emandleni ekhompuyutha yamafu eminyakeni eyisikhombisa ezayo. Lesi sivumelwano sihlanganisa ukutholakala ngokushesha kanye nokukhishwa kwengqalasizinda ngezigaba, ngenhloso yokusheshisa ukuthuthukiswa nokusebenza kwamamodeli ayo obuhlakani bokwenziwa.
Lesi sivumelwano siza ngesikhathi lapho inkampani ka-Sam Altman inyusa utshalomali lwayo kwingqalasizinda nama-chips, ngesu elikhulu elihlanganisa ukuzibophezela Izigidigidi ezingu-1,4 zamaRandi ukudala amakhono ekhompyutha esizukulwane esilandelayo. Umgomo: ukuqinisekisa izinsiza ezanele zokuqeqesha nokusebenzisa amasistimu e-AI athuthukile emakethe encintisanayo.
Amaphuzu abalulekile esivumelwano phakathi kwe-OpenAI ne-AWS
Inkontileka iqinisekisa ukufinyelela ku-OpenAI amakhulu ezinkulungwane zama-Nvidia GPUs Isingathwe ezikhungweni zedatha ze-AWS, okuhlanganisa izizukulwane ezintsha zama-accelerator (njenge-GB200 ne-GB300) zokuqeqesha nokusebenzisa amamodeli ayo. Inkampani izoqala ukusebenzisa lesi sikhundla ngokushesha, ngezinhlelo zokufeza ukuthunyelwa okuphelele ekupheleni kuka-2026 kanye negumbi lokunweba ngokuqhubekayo.
Ngokombono wamasu, isivumelwano siqinisa indima ye-AWS njengomhlinzeki oholayo wemithwalo yemisebenzi emikhulu ye-AI. Ku-OpenAI, imele esinye isinyathelo sokwakha i-ecosystem yekhompyutha eqinile. ehlukahlukene futhi eqinileukugwema ukuncika kumphakeli oyedwa kanye nokuthola ukuguquguquka ngezikhathi zesidingo esikhulu.
Ukubambisana kuncike kwingqalasizinda yamafu eyenzelwe imisebenzi ejulile ye-AI, enamanethiwekhi anesivinini esikhulu, isitoreji esine-latency ephansi, nokuphepha kwebanga lebhizinisi. Ngokuhlangene, lezi zakhi zihlose ukwenza lula kokubili ukuqeqeshwa kwamamodeli amasha njengokusebenza kwansuku zonke kwezinsizakalo ezifana ne-ChatGPT ngezikhathi zokusetshenziswa okuphezulu.
Ngokwemibandela yokusebenza, isivumelwano sihlelwe ukuthi sikhule ngezigaba: amandla okuqala atholakala ngokushesha, ukwanda okulandelanayo kuze kube ngu-2026, kanye nokwenzeka kokuqiniswa okwengeziwe kuye ngesidingo. Le ndlela yokwenza ngezigaba iyasiza uku qondanisa ukutshalwa kwezimali kanye namandla okusebenzisaequkethe ubungozi nokuqinisekisa ukutholakala.
Amandla ezobuchwepheshe kanye nezidingo zamandla
Izinhlelo ze-OpenAI zokwandisa izinsiza zekhompiyutha ziyafisa: inkampani ikhombisile ukuzibophezela komhlaba wonke okuthi, uma kwenzeka, kungaphelele. Ama-gigawatts angama-30 amandla kagesi ahlobene nemiklamo yawo yengqalasizinda. Lelo nani limelela amaphesenti abalulekile yenani eliphelele elifakwe e-United States futhi libonisa inselele yamandla yegagasi elisha lezikhungo zedatha ye-AI.
Ukukhethwa kwe-Nvidia njengomhlinzeki wokusheshisa oyinhloko walokhu kuthunyelwa kuhambisana nenkambiso yemboni, eqhubeka nokuthembela kuma-GPU ayo ekusebenzeni nasekuvuthweni kwe-software ecosystem. Yize i-AWS inama-chips ayo e-AI, i-OpenAI ibeke phambili ama-GPU kusuka I-Nvidia yamaqoqo ezophatha imithwalo yabo enzima kakhulu.
Ngaleli khono, i-OpenAI ihlose ukugcina ijubane lokuthuthukiswa kwamamodeli esizukulwane esilandelayo futhi ithuthukele kumasistimu e-AI akhulayo. Ukutholakala kwamandla ekhompuyutha anokwethenjelwa futhi alinganisekayo kuyisici esibalulekile kokubili isikhathi eside sokuqeqeshwa kanye nokuletha izinkonzo ezinzile kumakhulu ezigidi zabasebenzisi.
Ingqalasizinda ye-AWS, ngakolunye uhlangothi, izoqhubeka nokuhlanganisa izizukulwane ezintsha zehadiwe kanye nokulungiselelwa kwenethiwekhi ukuze kulungiswe izindleko ngeyunithi ngayinye yekhompyutha futhi kuthuthukiswe ukusebenza kahle kwamandla, okuguquguqukayo okubili okuthinta ngqo I-AI scalability ekukhiqizeni.
Umthelela eYurophu namathuba eSpain
Emabhizinisini ase-Europe kanye nama-ejensi kahulumeni, lesi sinyathelo sihumushela kuzinketho eziningi zengqalasizinda kanye nokuhlanganisa idatha ngokwezifunda. Inethiwekhi Yezifunda ze-AWS e-EU—kuhlanganise neSifunda saseSpain—iyasiza ukuhlala kwedathaUkubambezeleka okuphansi nokuhambisana nokulawula (i-GDPR nezinhlaka zendawo) yizici ezibalulekile zokusatshalaliswa kwe-AI emikhakheni elawulwayo.
Amandla ekhompiyutha andayo atholakalayo azokwazi ukukhulisa amaphrojekthi we-AI asetshenziswayo ezimbonini zaseYurophu njengokunakekelwa kwezempilo, izinsizakalo zezezimali, ezezimoto kanye nomkhakha womphakathi. Okwama-SME nokuqalisa e-Spain, inhlanganisela yamasevisi aphethwe kanye nokufinyelela i-hardware esezingeni eliphezulu Ivula umnyango wokusheshisa amaphrojekthi okuhlola kanye nokukhuphula imikhiqizo ngezithiyo eziphansi zokungena.
Ngaphezu kwalokho, ukuqinisa i-ecosystem yamafu eYurophu kungakhuthaza imizamo yobukhosi bedatha nezakhiwo eziyingxubevange, lapho ukucubungula okuthile okubalulekile kugcinwa khona ezindaweni zasendaweni kuyilapho imithwalo yemisebenzi enzima ilayishwa emafini. izinqubomgomo ezicacile ukuphepha kanye nobumfihlo.
Mayelana nethalente nochungechunge lokuhlinzeka, ukwanda kokutshalwa kwezimali ezikhungweni zedatha nezinsizakalo ezihlobene kungase kube nomthelela ophindaphindekayo emakethe yezabasebenzi yaseYurophu, ngesidingo esikhulayo amaphrofayili ezobuchwepheshe nabahlinzeki abakhethekile.
Ukuhlukahluka kwabahlinzeki kanye nokuxhaswa ngezimali
Isivumelwano ne-AWS siza ngemuva kokuhlelwa kabusha kwe-OpenAI, okunikeze inkampani inkululeko enkulu yokusebenza nezezimali. Ngokuhambisanayo, inhlangano isebenzise isu loku amafu amaningi ngokuzibophezela okufanele: izivumelwano ezinkulu ne-Microsoft Azure kanye ne-Oracle zibalulwe emakethe, ngaphezu kokubambisana ne-Google Cloud nabahlinzeki abakhethekile abafana ne-CoreWeave.
Ngokwemithombo yomkhakha, izibopho zengqalasizinda ezihlanganisiwe ze-OpenAI zingafinyelela kulokhu Izigidigidi ezingu-1,4 zamaRandi Eminyakeni ezayo, lezi zibalo ziqhubekisele phambili impikiswano mayelana nokusimama kwezezimali kanye nokushisisa ngokweqile kwemakethe ye-AI. Inkampani, nokho, imile ekutheni ukukhula okulindelekile kuzothethelela lokhu kutshalwa kwezimali.
Mayelana nemali engenayo, izilinganiso zakamuva zibeka inzuzo yaminyaka yonke ye-OpenAI endaweni Ama-dollar ayi-20.000Nakuba lesi kuyisibalo esimangalisayo senkampani enomlando wayo, isikali sokusetshenziswa kwemali ezikhungweni zedatha nama-chips sidinga ukuhlela isikhathi eside ukuze kuzuzwe ukulingana.
Ku-AWS, isivumelwano ne-OpenAI siqinisa iphothifoliyo yayo emithwalweni engaphambili ye-AI, iphelelisa okunye ukubhejwa kweqembuI-Amazon imemezele uhlelo olukhulu lokutshalwa kwezimali kwenhloko-dolobha yokwandisa inethiwekhi yayo yesikhungo sedatha futhi ibhekane ne Ukwanda kwesidingo ikhompyutha esheshisiwe.
Ukusabela kwemakethe nokuncintisana
Lesi simemezelo sibe nomthelela osheshayo emakethe yamasheya: Amasheya e-Amazon abhalisiwe akhuphuka ngokuzungezile 5% futhi yafinyelela inani eliphakeme kunawo wonke, kuyilapho i-Nvidia iphinde yathuthukela kuseshini ethonywe ukulindela kwama-oda e-accelerator engeziwe. Umnyakazo uhunyushwe njengokugunyaza isikhundla se-AWS emjahweni wengqalasizinda ye-AI.
Ngaphambili kokuncintisana, imakethe isalokhu inombango omkhulu phakathi kwabahlinzeki abakhulu bamafu. Nakuba i-AWS igcina isabelo esibalulekile, iMicrosoft ne-Google banciphise igebe, bafaka umfutho wabo Amasevisi e-AI kanye nokusebenzisana nabathuthukisi bemodeli. Isinqumo se-OpenAI sokuhlukanisa ozakwethu baso siqinisekisa ukuthambekela kwezakhiwo ezisabalalisiwe.
Abahlaziyi bagcizelela ukuthi isivumelwano samaRandi ayizigidi eziyizinkulungwane ezingama-38.000 siwukuzibophezela kweminyaka eminingi, ngakho-ke ukuhunyushwa kwaso ngokushesha emalini engenayo kuzoba kancane kancane futhi kuzoncika ejubaneni lokuthunyelwa kanye nokusetshenziswa kwangempela kwe umthamo wekhompyuthaNgesikhathi esifanayo, ukutshalwa kwezimali okwengeziwe kwamandla nokuhlinzekwa kwama-chip kulindeleke ukuthi kugcwalise inkontileka.
Ngale kwesikhashana, ukuqiniswa kobudlelwano phakathi kwe-OpenAI ne-AWS kwakheka kabusha imephu yamakhasimende amakhulu we-cloud anchor, okunomthelela ekwabiweni kwezimali, i-hardware emisha kanye nokuba khona kwezinkundla ze-AI zamabhizinisi nabathuthukisi.
Ngalolu mbimbi, i-OpenAI ithola indawo yokuqhuba kahle ekusheshiseni umgwaqo wayo, futhi i-AWS ihlanganisa indima yayo njengomhlinzeki wengqalasizinda we-AI obalulekile; umnyakazo, ngenxa yesilinganiso nobubanzi bawo, ongabeka indinganiso yalo mkhakha eminyakeni ezayo futhi unikeze iYurophu-kanye neSpain-izinyathelo ezintsha zokuthunyelwa. izixazululo zobuhlakani bokwenziwa ngendlela ephephile, ephumelelayo nehambisanayo.
