Isinyathelo sakamuva se-Amazon emkhakheni wobuhlakani bokwenziwa siphinde sashintsha umhlaba wonke. Le nkampani inqume ukutshala imali eyengeziwe engamaRandi ayizigidi eziyizinkulungwane ezinhlanu ku-Anthropic , inkampani esekela uClaude, okuqinisa enye yezinhlangano ezibaluleke kakhulu emncintiswaneni wamanje we-AI yokukhiqiza.
Lesi sivumelwano asisona esiyingqayizivele: siyingxenye yephakheji yokubambisana enkulu kakhulu, lapho i-Anthropic izibophezela khona ekuthengeni ingqalasizinda yamafu ebiza amaRandi ayizigidi eziyizinkulungwane eziyi-100.000 kanye nama-chip avela ku-Amazon eminyakeni eyishumi edlule . Empeleni, lesi sivumelwano siqinisekisa i-AWS njengomhlinzeki oyinhloko wekhompyutha komunye wabadlali abaphambili embonini.
Ukutshalwa kwezimali okungu-5.000 billion okungafinyelela ku-25.000 billion.
I-Amazon imemezele ukuthi izotshala imali eyengeziwe engamaRandi ayizigidi eziyizinkulungwane ezinhlanu ku-Anthropic, okwenza ukuthi itshalomali layo lonke libe ngamaRandi ayizigidi eziyizinkulungwane eziyisishiyagalombili. Lesi sivumelwano sihlanganisa nenketho yokwandisa lesi sibopho semali efinyelela kumaRandi ayizigidi eziyizinkulungwane ezingama-20 esikhathini esizayo , uma nje inkampani entsha ihlangabezana nochungechunge lwezinyathelo zokuhweba ezivunyelwene ngazo.
Uma sibheka konke lokhu, leli phakethe lingamelela utshalomali oluqondile olufika ku-$25.000 billion oluvela ku-Amazon ku-Anthropic esikhathini esiphakathi nesikhathi eside. Lokhu kuza phakathi kokuncintisana okukhulu okuvela kwezinye iziqhwaga ezifana ne-Microsoft ne-Google, nazo ezivala izivumelwano zezigidigidi zamaRandi nama-AI lab ukuze kutholakale amamodeli athuthukile namakhasimende athembekile kumapulatifomu awo efu.
Naphezu kwezibalo, i-Amazon igcizelela ukuthi isalokhu ingumtshali-zimali omncane ku-Anthropic: ayinabo abamele ebhodini labaqondisi noma esikhwameni esiqondisa ukuphathwa kwenkampani. Ngale ndlela, izama ukususa ukukhathazeka ngokulawula futhi izihlukanise nanoma yimuphi umbono ongaba khona wokulawula okuphumelelayo kwenkampani entsha.
Lesi simemezelo sibe nomthelela oqondile ezimakethe. Amasheya e-Amazon akhuphuke ngaphezu kuka-3% ekuhwebeni ngemuva kwamahora okusebenza ngemuva kwezindaba zesivumelwano esisha, futhi inkampani ikwazile ukuguqula isimo sokungabi nathemba esasinaso ekuqaleni konyaka emasontweni amuva nje, ngenzuzo ecishe ibe ngu-20% ngenyanga edlule kanye nebhalansi enhle kuze kube manje kulo nyaka.
Ukuzibophezela okukhulu okuvela ku-Anthropic ku-AWS: $100.000 billion eminyakeni eyishumi
Olunye uhlangothi lwesivumelwano ukuzibophezela kwe-Anthropic ekusetshenzisweni kwemali. Le nkampani ithembise ukutshala imali engaphezu kwezigidigidi eziyi-100.000 zamaRandi kumasevisi e-cloud nama-chip avela ku-Amazon Web Services eminyakeni eyishumi ezayo. Lokhu kusetshenziswa kwemali kuzoholela ekuqashweni kwamandla amakhulu ekhompyutha ukuze kuqeqeshwe futhi kusetshenziswe amamodeli e-Claude kanye nezinhlobo zawo zesikhathi esizayo.
Njengoba zombili izinkampani zichazile, i-Anthropic izoba nokufinyelela kumandla okusebenzisa ikhompyutha afinyelela ku-5 gigawatts (GW) engqalasizinda ye-AWS. La mandla azoncika kakhulu kuma-chips e-Trainium AI kanye nama-processor e-Graviton athuthukiswe yi-Amazon uqobo, lapho leli qembu lihlose ukuphonsela inselelo ukubusa kweNvidia emakethe ye-AI GPU.
Lokhu kuzibophezela kuqinisa ubudlelwano obuseduze kakade. I-Anthropic yayisibe ngelinye lamakhasimende e-AWS ahlakaniphile , nezinkampani ezingaphezu kuka-100.000 ezifinyelela amamodeli kaClaude ngezinsizakalo ezifana ne-Amazon Bedrock. Inkontileka entsha yenza lokhu kubambisana kube semthethweni ngezinga elikhulu nangesikhathi eside, okuqinisekisa ukuthi i-Amazon iwumthombo wemali engenayo ophindaphindayo esigabeni sayo samafu.
Ku-Anthropic, isivumelwano sisho ukuthola umhlinzeki wengqalasizinda oyinhloko ngesikhathi lapho izindleko zokuqeqesha amamodeli athuthukile zikhuphuke kakhulu. Le nkampani idinga amandla ekhompyutha akhula njalo ukusekela imephu yayo, futhi ukugcina amandla e-gigawatts ku-AWS kuyinika amandla okuqhubeka nokuphindaphinda kumamodeli amakhulu nayinkimbinkimbi.
I-Trainium, i-Graviton kanye neqembu elikhulu elizonika amandla uClaude
Esinye sezici ezibalulekile zesivumelwano ukuzibophezela kwihadiwe ye-Amazon. I-Anthropic ivumile ukusebenzisa ama-chip e-Trainium kanye nama-processor e-Graviton ukuqeqesha nokusebenzisa amamodeli ayo, futhi igcina inketho yokufinyelela izizukulwane ezizayo zalezi zingxenye njengoba zitholakala.
Zombili izinkampani sezivele zisebenza kumaphrojekthi amakhulu, njengeqoqo lama-chips e-Trainium2 angaba yisigamu sesigidi , aziwa ngaphakathi ngokuthi i-Project Rainier. Le ngqalasizinda izovumela ukuqeqeshwa okujulile kwamamodeli amasha olimi, ngokusekelwe embonweni wokuthi ukwandisa amandla ekhompyutha kuvame ukuholela ekuthuthukisweni kokusebenza kanye namakhono athuthukile.
Ku-Amazon, lesi sivumelwano siwukuhlolwa kwe-litmus ukukhombisa ukuthi ama-chip ayo e-AI ayindlela engcono kune-GPU ye-Nvidia , okwamanje ebusa imakethe. U-Andy Jassy, ​​​​i-CEO yeqembu, ugcizelele ukuthi i-Trainium ne-Graviton zinikeza ukusebenza okuncintisanayo ngentengo ephansi, impikiswano ebaluleke kakhulu kumakhasimende adinga ukwanda kakhulu.
Ngaphezu kwalokho, lo mfelandawonye uhlanganisa ukuhlanganiswa kwezinsizakalo ze-Anthropic ohlelweni lwe-AWS. Abathuthukisi bazokwazi ukusebenzisa amathuluzi kaClaude ngqo kusuka ku-Amazon console , ngaphandle kwesidingo sokudala ama-akhawunti ahlukene. Lokhu kwenza kube lula ezinkampanini zaseYurophu naseSpain ezisebenza kakade ne-AWS ukufaka amamodeli e-Anthropic emisebenzini yazo yokusebenza ngokungqubuzana okuncane.
Ukwandiswa kwengqalasizinda eya eYurophu nase-Asia
Lesi sivumelwano sidlulela ngale kwe-United States futhi sinemiphumela eqondile kwezinye izimakethe, okuhlanganisa neYurophu. Njengengxenye yesivumelwano, i-Amazon ne-Anthropic bamemezele ukwanda kwamakhono okuqonda e-Asia naseYurophu , behlose ukuthuthukisa isivinini kanye nokuthembeka kukaClaude emhlabeni jikelele.
Empeleni, lokhu kwanda kuhilela ukufaka ama-node amasha engqalasizinda ye-AI ezindaweni eziseduze nabasebenzisi bokugcina. Kumabhizinisi nabathuthukisi eSpain nakulo lonke elaseYurophu, lokhu kuhunyushwa kube ukubambezeleka okuphansi kanye nezikhathi zokuphendula ezibushelelezi lapho kusebenzisana namamodeli ka-Anthropic, ikakhulukazi emisebenzini ehilela ukuhlaziywa kwemibhalo eminingi noma izinqubo ezibalulekile ngesikhathi sangempela.
Lesi sinqumo sihambisana nesu labahlinzeki abakhulu bamafu lokuletha izinsizakusebenza zekhompyutha eduze kwezimakethe ezibalulekile zokulawula. EYurophu, lapho uhlaka lokulawula lwedatha kanye nemithethonqubo ye-AI yesikhathi esizayo iqine kakhulu, ukuba nezikhungo zedatha zasendaweni kanye nengqalasizinda evumelaniswe nezidingo zobukhosi bedatha kanye nokuvikelwa kuyinzuzo enkulu lapho kudonswa amakhasimende ezinkampani.
Emikhakheni efana neyamabhange, ezempilo, ezokuphatha umphakathi, noma ezokuxhumana e-EU, lokhu kusondelana okukhulu kwezobuchwepheshe kungasiza ekwamukelweni kwezixazululo ezisekelwe kuClaude ezihlanganiswe ku-AWS, uma nje zihlangabezana nezidingo zomthetho nezangaphakathi zokuthobela imithetho zenhlangano ngayinye.
I-Anthropic: ukukhula okusheshayo kanye nendlela eya kwi-IPO
Isivumelwano esiqinisiwe ne-Amazon siza ngonyaka obalulekile we-Anthropic. Yasungulwa ngo-2021 ngabasebenzi kanye nabaphathi be-OpenAI bangaphambili , inkampani izibonakalise njengomholi kumamodeli olimi athuthukile, ihlanganisa amakhono anamandla okukhiqiza ngokugxila ekuphepheni kwe-AI kanye nokuphatha.
Imikhiqizo yayo eyahlukahlukene, njengeClaude Code, Claude Cowork, Claude Design, kanye nezinguqulo zakamuva zale modeli—kufaka phakathi izinhlobo ezithuthukisiwe ezihloselwe izinkampani ezinkulu—zidale intshisekelo enkulu kumakhasimende nakubatshalizimali. NgoFebhuwari, i-Anthropic yavala umjikelezo wokuxhasa ngemali oyi-$30.000 billion owawubiza cishe ama-$380.000 billion, kanti izivumelwano zangasese ezalandela kubikwa ukuthi zikhuphule lelo nani laya cishe kuma-$800.000 billion, ngokusho kwemithombo yezimboni.
Okwamanje, imali engenayo yonyaka yenkampani kubikwa ukuthi yehle isuka ku-$1.000 billion yaya ku-$30.000 billion ngonyaka owodwa nje, ngokusho kwedatha yangaphakathi ecashunwe emibikweni ehlukahlukene. Lokhu kukhula kukhulise amathemba e -IPO engaba khona kamuva kulo nyaka , okungenza i-Anthropic ibe ngumdlali omkhulu emakethe yezobuchwepheshe.
Kodwa-ke, lokhu kukhula okusheshayo kuhambisane nokwanda kokuhlolwa kwemithetho kanye nabezindaba. Ubuchwepheshe be-Anthropic buphawulwe nguhulumeni wase-US njengobuzwela ekuphepheni kwezwe , futhi inkampani inezingxabano eziqhubekayo nezinhlangano eziningana mayelana nemigomo yezinkontileka ezithile, ikakhulukazi emkhakheni wezokuvikela. Lokhu kungezwani kubonisa izinga lapho i-AI ethuthukisiwe ibhekwa njengempahla yamasu.
Ukuxhaswa ngemali okujikelezayo ku-AI: imali engenayo futhi ephuma futhi ngefu
Isivumelwano samaRandi ayizigidi eziyizinkulungwane ezi-5.000 phakathi kwe-Amazon ne-Anthropic akuyona into engavamile, kodwa isibonelo esicacile salokho abahlaziyi abaningi abakuchaza kakade njengokuxhaswa ngezimali okujikelezayo emkhakheni we-AI . Lolu hlelo lulula kakhulu: inkampani enkulu yezobuchwepheshe itshala izigidigidi enkampanini entsha, futhi leyo nkampani entsha izibophezela ekusebenziseni imali elinganayo noma enkulu ngokuqasha ifu, ama-chip, kanye nengqalasizinda evela enkampanini efanayo yezobuchwepheshe eyayixhasa.
Lezi zinhlobo zezivumelwano, ezibonakala futhi emibambiswaneni efana ne-Amazon ne-OpenAI noma ezibophweni zamanye amapulatifomu amakhulu nabahlinzeki bamamodeli, zidala isidingo esikhulu kakhulu samandla okusebenzisa amakhompyutha , okubangelwa yimali yezinkampani ezinkulu zobuchwepheshe. Umphumela uba umuzwa wokukhula okukhulu kwemboni, noma kunjalo, okungasekelwa uhlobo oluthile lwemali nezinsizakusebenza ezivaliwe.
Ngokombono wabahlinzeki bamafu, le fomula inezinzuzo ezicacile: ivikela amakhasimende amakhulu iminyaka eminingi, iqinisekisa ukunwetshwa kwesikhungo sedatha, futhi iqinisekisa ukutshalwa kwezimali okubalulekile kuhadiwe ekhethekile. Kwabaqalayo be-AI, iqinisekisa ukufinyelela okubalulekile kwingqalasizinda obekungaba nzima futhi kubize kakhulu ukuyithola ngalelo zinga.
Abanye ochwepheshe bayaxwayisa ukuthi ingozi iphakama uma enye yezingxenye zesistimu yehluleka ukuhambisana nesivumelwano sayo. Uma inkampani ye-AI yehluleka ukwenza imali ngemikhiqizo yayo ngezinga elilindelekile , noma uma umlawuli evimbela imisebenzi ethile, kungase kube nomphumela we-domino: ukulinganisa okuphezulu, izibopho zokusebenzisa imali zesikhathi eside, kanye nokuncika okwandisa noma yikuphi ukulungiswa kwemakethe.
Imiphumela eYurophu kanye nohlelo lwebhizinisi
EYurophu, ikakhulukazi emabhizinisini aseSpain, isivumelwano phakathi kwe-Amazon ne-Anthropic sinemiphumela eminingana. Ngakolunye uhlangothi, siqinisa i-AWS njengomhlinzeki ohamba phambili wengqalasizinda ye-AI esifundeni , njengoba nje izinkampani eziningi zaseYurophu seziqala ukusuka ezivivinyweni zokuhlola ziye kumaphrojekthi amakhulu anamamodeli akhiqizayo.
Ukwandisa amakhono okuqonda eYurophu kungahumushela ezikhathini zokuphendula ezingcono kanye nokuzinza okukhulu kwensizakalo yezinkampani ezisebenza ezikhungweni zedatha zaseYurophu, okubalulekile emikhakheni lapho ukubambezeleka nokutholakala kubalulekile khona—isibonelo, izinsizakalo zezezimali, ukuhweba nge-inthanethi, noma ukwesekwa kwamakhasimende.
Ngesikhathi esifanayo, ukuthembela okwandayo kubahlinzeki abakhulu abangebona abaseYurophu engqalasizinda yekhompyutha kuphakamisa imibuzo mayelana nobukhosi bezobuchwepheshe kanye nokuqina . I-EU izama ukukhuthaza imizamo yayo kuma-chips, i-cloud computing, kanye namapulatifomu edatha, kodwa, okwamanje, izivumelwano ezifana nalezo eziphakathi kwe-Amazon ne-Anthropic ziqinisa isikhundla seziqhwaga zase-US ongqimbeni lwengqalasizinda.
Emisebenzini yabo yansuku zonke, izinkampani eziningi zaseSpain esezisebenzisa i-AWS zingahlanganisa amamodeli kaClaude ezinqubweni zazo kalula, zisebenzisa amathuluzi atholakala epulatifomu emisebenzini efana nokukhiqiza okuqukethwe, ukwesekwa kokuthuthukiswa kwesofthiwe, ukuhlaziywa kwamadokhumenti, noma ukuzenzekela kwenkonzo yamakhasimende.
Isinyathelo sokuzivikela emncintiswaneni womhlaba wonke we-AI
Ukutshalwa kwezimali kwe-Amazon ku-Anthropic kungahunyushwa futhi njengesinyathelo sokuzivikela. Esimweni esakhiwe ubumbano phakathi kweMicrosoft ne-OpenAI, kanye nokucindezela kwe-Google amamodeli ayo nama-chip, ukuqinisekisa ubudlelwano obukhethekile nenye yezinkampani ezintsha ze-AI ezibaluleke kakhulu emhlabeni sekuyingxenye ebalulekile yesu layo.
Ngaphezu nje kokuzivocavoca okuhlukahlukene, lesi sivumelwano sibonisa isifiso se-Amazon sokungasali emuva emakethe ye-AI ekhiqizayo nokuqinisa indaba yokuthi i-AWS ayinikezi nje amandla okusebenzisa ikhompyutha, kodwa futhi nokufinyelela kumamodeli aphezulu ahlanganiswe ohlelweni lwayo lwemvelo.
Ukuhlanganiswa kwemali, izibopho ezinkulu zokusebenzisa imali, kanye nokusetshenziswa kwengqalasizinda okusheshayo kudala isimo lapho iBig Tech ibeka khona ijubane lokusungula izinto ezintsha ze-AI , kuyilapho yonke imakethe—amakhasimende, abalawuli, kanye nabancintisani abancane—iphoqeleka ukuzivumelanisa nemithetho yomdlalo echazwe phezulu embonini.
Kulesi simo, isivumelwano se-Amazon esingu-$5.000 billion ne-Anthropic siba ngaphezu nje kokuthengiselana kwezezimali: sisebenza njengesisusa esichaza kabusha isimo sobumbano, sihlanganisa ingqalasizinda yamafu njenge-axis ephakathi yomnotho we-AI, futhi sisheshise ukufika kwezinsizakalo ezinamandla kakhulu ezimakethe ezifana neYurophu, ngenkathi kwandisa ubunzima kanye nezingozi zesistimu exhumene kakhulu.
