Microsoft da Anthropic sun kulla yarjejeniya mai mahimmanci tare da NVIDIA: Claude ya isa Azure kuma tseren AI yana haɓaka

Taswirar wutar lantarki a cikin Generative AI Yana ɗaukar wani juyi tare da yarjejeniya ta hanyoyi uku: Microsoft, NVIDIA, da Anthropic suna ba da sanarwar haɗin gwiwa wanda ke kawo samfuran Claude zuwa Azure kuma yana haɓaka kwararar kuɗi da yawa., fifita wadanda ya kamata zaɓi mafi kyawun AIFarawa ta himmatu don samun Dalar Amurka biliyan 30.000 a karfin sarrafa kwamfuta Sabis ɗin girgije na Microsoft ya riga ya ba ku damar yin kwangilar ƙarin iko har zuwa gigawatt daya.

Aikin ba kawai yana ƙara tsokar fasaha ba; yana kuma sake fasalin kawancen bangaren. Microsoft Yana kiyaye hanyar haɗin gwiwa tare da OpenAI, amma yana buɗewa zuwa madadin kamar Anthropic kuma yana ƙarfafa dangantakarta da NVIDIA don tallafawa karuwar buƙatun kwamfuta a cikin Cloudididdigar CloudSakamakon: ƙarin samfura don zaɓar daga cikin Azure da babbar gasa tsakanin masu samarwa. Kamfanin AI.

Menene Microsoft, NVIDIA da Anthropic suka amince akai?

Zuciyar yarjejeniyar ta ƙunshi alkawura uku: na farko, Anthropic zai tura Claude a ciki microsoft AzureA gefe guda kuma, kamfanin zai zuba jari a cikin wannan girgije kayayyakin more rayuwa a kan sikelin da ba a taɓa gani ba; kuma, ban da haka, NVIDIA da Microsoft za su ba da gudummawar jari ga farawa. A cewar sanarwar. NVIDIA za ta zuba jari har dala biliyan 10.000 y Microsoft har zuwa biliyan 5.000 a cikin Anthropic.

Yarjejeniyar ta ƙunshi damammakin dama ga Anthropic zuwa Microsoft FoundryShirin Azure don ginawa da ƙirar ƙira, da haɗin gwiwar fasaha mai zurfi tare da NVIDIA. Ƙarshen zai mayar da hankali kan inganta aiki, inganci, da jimillar kuɗin mallakar ƙirar Claude a ciki. AI accelerators, yayin da nan gaba gine-gine GPU don nauyin aikin ku.

Claude ya sauka a Azure kuma ya shiga dangin Copilot

Ga abokan cinikin kasuwancin Azure, motsi yana fassara zuwa Ƙarin zaɓuɓɓukan samfuri daga rana ɗayaAnthropic zai samar da ci-gaba iri-iri ga Foundry: Claude Sonnet 4.5, Claude Opus 4.1 y Claude Haiku 4.5ƙara goyon baya ga multimodal modelTare da wannan ƙari, Claude yanzu zai kasance a cikin manyan gizagizai uku na kasuwa, fadada kewayon zaɓi don masu haɓakawa da ƙungiyoyin IT.

Microsoft kuma ya yi alkawari kula da haɗin kai Claude a cikin yanayin yanayin aiki: GitHub Copilot, Microsoft 365 Copilot da Copilot StudioGa ƙungiyoyin da aka riga aka daidaita akan ayyukan Azure da Microsoft, wannan yana nufin samun damar canzawa tsakanin iyalai na ƙira (OpenAI ko Anthropic) dangane da shari'o'in amfani, farashi, da yarda.

Ƙididdigar babban lokaci: har zuwa 1 GW da hardware na gaba-gaba

Alƙawarin lissafin Anthropic yana da manufa mai girma: har zuwa 1 gigawatt na iya aiki, yin amfani da goga na gaba na dandamali na NVIDIA, ciki har da tsarin Grace Blackwell y Vera RubinHaɗin gwiwar fasaha za ta nemi samun mafi kyawun kayan aikin don horarwa da ƙima na ƙira na gaba.

A halin yanzu, ƙididdiga a cikin wurin yanki Kudin gina cibiyar bayanai na wannan rukunin ya kai dala biliyan 50.000, wanda daya Wani muhimmin sashi zai je guntuwar AI da masu haɓakawaKo da yake ba wani ɓangare na yarjejeniyar kanta ba, yana ba da ra'ayi game da sikelin kayan aikin da aikace-aikacen sarrafa kwamfuta.

Dabarar dabara akan OpenAI

Yarjejeniyar ta zo ne bayan canje-canje ga haɗin gwiwa tsakanin Microsoft da OpenAI waɗanda suka sassauta wasu ƙa'idodin keɓancewa. Giant na tushen fasaha na Redmond yana riƙe da kashi 27% na mahaliccin ChatGPT, kimar ciki a kusa 135.000 miliyan daloliAmma ta sami damar shigar da wasu kamfanoni na uku kamar Anthropic a cikin tayin gajimare, wani abu da, a cewar kafofin yada labaran Amurka, ya taimaka wajen rufe wannan yarjejeniya.

Saƙon Microsoft a bayyane yake: fadada fayil ɗin samfurin abokin ciniki kuma kar a dogara da tushe guda ɗaya, ƙarfafa ta Multi-girgije dabarunGa Anthropic, matakin yana ƙarfafa 'yancin kai kuma yana ba shi damar haɓaka a cikin kamfanoni ba tare da barin sauran ƙawancen da ya rigaya yake da shi ba a cikin yanayin halittu na AI.

madauwari kudi da kuma kasuwar dauki

Tsarin kudi ya biyo bayan dabarar da aka riga aka gani a cikin wasu yarjejeniyoyin a fannin: manyan kamfanonin fasaha Suna shigar da jari a cikin masu haɓaka AI wadanda kuma, suna kashe biliyoyin akan gajimarensu da kayan aikinsu. Wani ɓangare na kuɗin da aka saka ana mayar da shi azaman kudaden shiga daga ayyuka da guntu.da'irar da manazarta da dama ke bayyanawa da cewa madauwari kudi.

Dan Adam, a gaskiya, yana kula da yarjejeniya tare da sauran masu samar da kayayyakiAmazon ya aikata 8.000 miliyan daloli kuma Google ya sanar da shirye-shiryen samar da har zuwa miliyan daya TPUs zuwa farawa. A kasuwar hada-hadar hannayen jari, sanarwar ta zo daidai da raguwa a cikin manyan fihirisa da faɗuwar rana kusan 1%. 3% a cikin Microsoft kuma kusan 3% a cikin NVIDIA, a cikin mahallin jin tsoro game da yiwuwar Tashin hankali da aka danganta da zazzabin AI.

Menene canje-canje ga kasuwanci a Spain da EU

Ga kamfanoni na Mutanen Espanya da Turai tare da nauyin aiki a Azure, zuwan Claude Yana faɗaɗa kewayon masu samar da samfuran ci-gaba ba tare da barin kayan aikin Microsoft ba.Wannan yana sauƙaƙe gudanarwar bayanai da sarrafawa, haɓaka yankuna na Azure na Turai da daban-daban nau'in girgije da daidaita jigilar kayayyaki tare da tsarin kamar GDPR da Dokar AI mai tasowa ta Turai.

A aikace, ƙungiyoyi za su iya kimanta Claude a kan sauran iyalai masu ƙira a cikin samarwa (Copilot), haɓaka software (GitHub Copilot), ko sarrafa kansa, auna ingancin amsawa, farashi, da buƙatun tsari. Bugu da ƙari, gasa a cikin kasuwar girgije ta Turai tana matsa lamba ga masu samarwa hanzarta matakan tsaro da ganowa.

Koyaya, wannan yarjejeniya ta haɗa abubuwa da yawa na yau da kullun: Ƙarin saka hannun jari a cikin ƙididdiga, haɗin gwiwar tsakanin girgije, kwakwalwan kwamfuta da samfura, da tsere don haɗa AI cikin kayan aikin aiki.Idan yarjejeniyar ta cika -$30.000bn a Azuresama 1 gw iya aiki da kuma hada hannun jari daga NVIDIA da Microsoft-, Kamfanoni a Turai za su ga kundin tsarin zaɓuɓɓukan su don ƙaddamar da AI a girman girma, yayin da a lokaci guda ke fuskantar manyan buƙatun sarrafawa da inganci.

Alberto navarro

Ni mai sha'awar fasaha ne wanda ya mayar da sha'awar "geek" zuwa sana'a. Na shafe fiye da shekaru 10 na rayuwata ta yin amfani da fasaha mai mahimmanci da kuma yin amfani da kowane nau'i na shirye-shirye saboda tsantsar son sani. Yanzu na kware a fasahar kwamfuta da wasannin bidiyo. Wannan shi ne saboda sama da shekaru 5 ina yin rubutu a gidajen yanar gizo daban-daban kan fasaha da wasannin bidiyo, ina ƙirƙirar kasidu da ke neman ba ku bayanan da kuke buƙata cikin yaren da kowa zai iya fahimta.

Idan kuna da wasu tambayoyi, ilimina ya bambanta daga duk wani abu da ya shafi tsarin aiki na Windows da kuma Android don wayoyin hannu. Kuma alƙawarina shine a gare ku, koyaushe a shirye nake in yi ƴan mintuna kaɗan in taimaka muku warware duk wata tambaya da kuke da ita a duniyar Intanet.