Microsoft ndi Anthropic amasindikiza pangano ndi NVIDIA: Claude afika pa Azure ndipo mpikisano wa AI ukuthamanga

Mapu amphamvu mu AI yopangira Zimatengera kusintha kwina ndi mgwirizano wanjira zitatu: Microsoft, NVIDIA, ndi Anthropic alengeza mgwirizano womwe umabweretsa zitsanzo za Claude ku Azure ndikuyambitsa kuyenda kwakukulu kwachuma, kukondera amene ayenera sankhani AI yabwino kwambiriChiyambicho chinapangidwa kuti chipezeke $30.000 biliyoni pakutha kwa makompyuta Ntchito yamtambo ya Microsoft imakulolani kale kuti mupange mphamvu zowonjezera mpaka gigawati imodzi.

Opaleshoni sikuti amangowonjezera luso minofu; imakonzansonso mgwirizano wa gawoli. Microsoft Imasunga ulalo wake ndi OpenAI, koma amatsegula ku njira zina monga Anthropic ndikulimbitsa ubale wake ndi NVIDIA kuthandizira kukula kwa kufunikira kwa makompyuta mu kompyuta yamtamboZotsatira: mitundu yambiri yoti musankhe ku Azure komanso mpikisano waukulu pakati paopereka. Enterprise AI.

Kodi Microsoft, NVIDIA ndi Anthropic agwirizana chiyani?

Mtima wa mgwirizanowu ukuphatikiza malonjezano atatu: choyamba, Anthropic idzatumiza Claude mkati Microsoft AzureKumbali ina, kampaniyo idzagulitsa zomwezo infraestructura en la nube pamlingo womwe sunachitikepo; ndipo, kuwonjezera, NVIDIA ndi Microsoft azithandizira ndalama zoyambira. Malinga ndi chilengezocho, NVIDIA idzayika ndalama zokwana madola 10.000 biliyoni y Microsoft mpaka 5.000 biliyoni mu Anthropic.

Mgwirizanowu umaphatikizapo mwayi wofikira kwa Anthropic to Microsoft FoundryPulogalamu ya Azure yomanga ndi kukulitsa mitundu, komanso mgwirizano wakuzama waukadaulo ndi NVIDIA. Chotsatiracho chidzayang'ana kwambiri kukhathamiritsa magwiridwe antchito, magwiridwe antchito, komanso mtengo wathunthu wa umwini wamitundu ya Claude mu aceleradores de IA, pamene futuras arquitecturas GPU pazantchito zanu.

Claude adafika ku Azure ndikulowa m'banja la Copilot

Kwa makasitomala amabizinesi a Azure, kusunthaku kumatanthawuza Zosankha zambiri zachitsanzo kuyambira tsiku loyambaAnthropic ipangitsa mitundu yake yapamwamba kupezeka kwa Foundry: Claude Sonnet 4.5, Claude Opus 4.1 y Claude Haiku 4.5kuwonjezera thandizo kwa multimodal zitsanzoNdi kuwonjezera uku, Claude adzakhalapo tsopano mitambo itatu ikuluikulu za msika, kukulitsa zosankha za opanga ndi magulu a IT.

Microsoft imadziperekanso ku sungani mgwirizano wa Claude mu zokolola zake zachilengedwe: Woyendetsa GitHub, Microsoft 365 Copilot ndi Copilot StudioKwa mabungwe omwe ali kale ovomerezeka pa ntchito za Azure ndi Microsoft, izi zikutanthauza kutha kusinthana pakati pa mabanja achitsanzo (OpenAI kapena Anthropic) kutengera momwe amagwiritsidwira ntchito, mtengo wake, ndi kutsata.

Makompyuta anthawi yayikulu: mpaka 1 GW ndi zida zam'badwo wotsatira

Kudzipereka pamakompyuta kwa Anthropic kuli ndi cholinga chachikulu: mpaka 1 gigawatt mphamvu, kutengera mawonekedwe otsatirawa a nsanja za NVIDIA, kuphatikizapo machitidwe Grace Blackwell y Vera RubinKugwirizana kwaukadaulo kudzafuna kuti apindule kwambiri ndi zidazi pophunzitsa komanso kutengera zitsanzo za m'badwo wotsatira.

Panthawiyi, kuyerekezera mkati mwa gawoli Mtengo womanga malo opangira deta a gululi ndi pafupifupi $ 50.000 biliyoni, wa uti Gawo lofunikira kwambiri likhoza kupita ku tchipisi ta AI ndi ma acceleratorNgakhale si gawo la mgwirizano womwewo, umapereka lingaliro la kukula kwa zomangamanga zomwe a mapulogalamu a cloud computing.

Kusuntha kwanzeru motsutsana ndi OpenAI

Mgwirizanowu umabwera pambuyo pakusintha kwa mgwirizano pakati pa Microsoft ndi OpenAI zomwe zatsitsimula ziganizo zina zokha. Chimphona chaukadaulo chochokera ku Redmond ali ndi gawo la 27% mwa omwe adapanga ChatGPT, yamtengo wapatali mkati mozungulira Madola mabiliyoni 135.000Koma zimapeza mwayi wophatikizira anthu ena monga Anthropic muzopereka zake zamtambo, zomwe, malinga ndi atolankhani aku US, zathandizira kutseka kwa mgwirizanowu.

Mauthenga a Microsoft ndi omveka bwino: onjezerani mbiri yanu yamakasitomala osadalira gwero limodzi, kulimbikitsa zake njira zambiri zamtamboKwa Anthropic, kusunthaku kumalimbitsa ufulu wake ndikulola kuti ikule m'makampani osasiya mgwirizano wina womwe uli nawo kale mu chilengedwe cha AI.

Ndalama zozungulira komanso momwe msika umayendera

Ndondomeko ya zachuma ikutsatira ndondomeko yomwe yawoneka kale m'mapangano ena mu gawoli: makampani akuluakulu aukadaulo Amalowetsa ndalama kwa opanga AI omwe, nawonso, amawononga mabiliyoni ambiri pamitambo ndi zida zawo. Zina mwa ndalama zomwe zayikidwa zimabwezedwa ngati ndalama kuchokera ku mautumiki ndi tchipisi.dera lomwe akatswiri ambiri amalongosola ndalama zozungulira.

Anthu Osakonda Dziko, Pamenepo, amasunga mapangano ndi ena ogulitsaAmazon yachita Madola mabiliyoni 8.000 ndipo Google yalengeza mapulani oti apereke mpaka TPU miliyoni imodzi ku chiyambi. Pamsika wogulitsa, chilengezocho chinagwirizana ndi kuchepa kwa ma indices akuluakulu ndi madontho a intraday pafupifupi 1%. 3% ku Microsoft ndi pafupifupi 3% ku NVIDIA, m’nkhani ya mantha ponena za zotheka Kukhazikika kwamphamvu komwe kumalumikizidwa ndi AI fever.

Zomwe zimasintha mabizinesi ku Spain ndi EU

Kwa makampani aku Spain ndi aku Europe omwe ali ndi ntchito zambiri ku Azure, kufika kwa Claude Imakulitsa kuchuluka kwa omwe amapereka zitsanzo zapamwamba popanda kusiya zomangamanga za Microsoft.Izi zimathandizira kuwongolera ndi kuwongolera deta, kutengera zigawo za European Azure ndi zosiyanasiyana mitundu yamtambo ndikugwirizanitsa zotumizidwa ndi machitidwe monga GDPR ndi Emerging European AI Act.

M'malo mwake, mabungwe azitha kuwunika Claude motsutsana ndi mabanja ena achitsanzo (Copilot), chitukuko cha mapulogalamu (GitHub Copilot), kapena kukonza makina, kuyeza kuyankha kwabwino, ndalama, ndi zofunikira pakuwongolera. Kuphatikiza apo, mpikisano pamsika wamtambo waku Europe ukukakamiza operekera imathandizira zigawo zachitetezo ndi kufufuza.

Komabe, mgwirizano uwu umabweretsa pamodzi zochitika zingapo zamakono: Kuyika ndalama zambiri pamakompyuta, mgwirizano pakati pa mtambo, tchipisi ndi mitundu, komanso mpikisano wophatikizira AI kukhala zida zogwirira ntchito.Ngati mgwirizano wakwaniritsidwa -$ 30.000 biliyoni ku Azurempaka 1 GW luso ndi kuphatikiza ndalama kuchokera ku NVIDIA ndi Microsoft-, makampani ku Europe awona mndandanda wawo wa zosankha zotumizira AI pamlingo waukulu, pomwe nthawi yomweyo akukumana ndi zofunikira zambiri pakuwongolera ndi kuchita bwino.

Alberto Navarro

Ndine wokonda zaukadaulo yemwe wasandutsa zokonda zake za "geek" kukhala ntchito. Ndakhala zaka zoposa 10 za moyo wanga ndikugwiritsa ntchito ukadaulo wotsogola komanso kusewera ndi mitundu yonse yamapulogalamu chifukwa cha chidwi chenicheni. Panopa ndaphunzira luso la pakompyuta komanso masewera a pakompyuta. Izi zili choncho chifukwa kwa zaka zoposa 5 ndakhala ndikulembera mawebusaiti osiyanasiyana pa teknoloji ndi masewera a pakompyuta, ndikupanga nkhani zomwe zimafuna kukupatsani zambiri zomwe mukufunikira m'chinenero chomwe chimamveka kwa aliyense.

Ngati muli ndi mafunso, chidziwitso changa chimachokera ku chilichonse chokhudzana ndi makina opangira Windows komanso Android pama foni am'manja. Ndipo kudzipereka kwanga ndi kwa inu, nthawi zonse ndimakhala wokonzeka kuthera mphindi zochepa ndikukuthandizani kuthetsa mafunso aliwonse omwe mungakhale nawo pa intaneti.