I-China ivavanya ukuthengwa kukaNvidia kweetshiphusi ze-AI kwiinkampani zayo zobugcisa

I-China ithathe elinye inyathelo kwisicwangciso sayo setekhnoloji: umlawuli we-Intanethi welizwe uyalele amaqela amakhulu etekhnoloji ukuba Yeka ukuthenga kunye nokukhansela ii-odolo zeNvidia AI chipsUmyalelo, ochazwe kwi-Cyberspace Administration yaseChina (CAC), ichaphazela ngokuthe ngqo iinkampani ezifana ByteDance kunye ne-Alibaba, ngokwemithombo yeendaba njenge-Financial Times kunye neReuters.

Umlinganiselo uza kwimeko yengxabano yorhwebo kunye ne-United States kwaye emva kweentshukumo zolawulo zamva nje, ezifana ne Uphando lwe-Antitrust eChina ekuthengeni kukaNvidia iMellanox. Ngaxeshanye, imithombo yoshishino ibonisa ukuba iBeijing ivakalise abadlali abakhulu belizwe-IHuawei, iCambricon, iAlibaba kunye neBaidu- ukuvavanya i-pulse yemveliso ye-semiconductor yendawo, kunye nomyalezo wokuba chips zasekhaya sele ilingana okanye yodlula kwiimodeli zaseMelika ezivumelekileyo kweli lizwe.

Yintoni eyalelwe ngumlawuli waseTshayina (CAC).

Ngokutsho kolwazi olupapashiweyo, i-CAC ibonise kwiinkampani ezinkulu zeteknoloji ukuba nqumamisa uvavanyo, ukuqinisekiswa kunye nokufunyanwa yeNvidia's accelerators eyenzelwe imakethi yaseTshayina. Umyalelo ugxile kwi I-RTX Pro 6000D -ukutshintshwa kwe-H20 kule ecosystem-, kwaye itolikwa njengokuqiniswa kwezikhokelo zangaphambili ezazigxininise ngakumbi kwi-H20 ngokwayo.

Phambi kwesaziso esisemthethweni, iinkampani ezininzi zineengxoxo eziphambili kunye nabahlanganisi kunye nababoneleli beseva vavanya kwaye uqinisekise iibhetshi ezibalulekileyo kwezi chips. Ukulandela umyalelo womlawuli, ezi nkqubo baye bafe umzimba, kwaye imiyalelo ebiqhubeka iye yarhoxiswa okanye yamiswa, imithombo efanayo ikhomba.

Intshukumo yeCAC iyahambelana nenjongo ye ukunciphisa ukuxhomekeka kwi-hardware yase-US kuqeqesho lwe-AI kunye nemisebenzi ye-inference, ukomeleza ikhonkco lokubonelela ngelizwe elikwaziyo ukuxhasa ifu elikhulu kunye nokuthunyelwa kwamaziko edatha.

Ngubani ochaphazelekayo kwaye zeziphi iitshiphusi ezisesichengeni?

Umyalelo ufikelela kwizigebenga ezifana Alibaba kunye neByteDance, kwaye ngokungathanga ngqo kwamanye amaqela aneeprojekthi ze-AI eziphambili, kubandakanywa BaiduKugxilwe kwi I-RTX Pro 6000D, imodeli eyenzelwe i-China ebekwe nguNvidia njengokhetho oluhambelana nezithintelo zokuthumela ngaphandle e-US; kwaye nakwi H20, owandulelayo, owakhethwa ngaphambili ngabalawuli.

Iinkampani ezininzi bezicwangcise ukufunyanwa kwe amashumi amawaka eeyunithi ye-RTX Pro 6000D kwaye sele iqalile ukuvavanya ukusebenza kunye nozinzo kwiiseva eziqinisekisiweyo. Loo mfuno inokubakho, nangona kunjalo, ipholile emva komyalelo we-CAC, otyhala iinkampani ukuba zamkele ii-accelerators ezifumaneka ekuhlaleni.

Ngexesha elifanayo, uRhulumente wayeya kuhlanganisana IHuawei, iCambricon, iAlibaba kunye neBaidu ukuphonononga imephu yezakhono zelizwe. Ukusuka kule ngxoxo, ithisisi ivela ukuba unikezelo lwasekhaya lweeprosesa ze-AI Sele inokhuphiswano ngokwaneleyo ukugubungela iimfuno zemarike yasekhaya ngaphandle kokuxhomekeka kwiNvidia.

Iimpendulo kunye nendima kaNvidia

Ukusuka kuNvidia, i-CEO yayo, UJensen Huang, ivakalise yayo ukuphoxeka ngesigqibo, nangona evumile ukuba yinxalenye ye-ajenda ye-geopolitical ebanzi phakathi kweTshayina ne-United States. Umphathi waphawula ukuba inkampani icele abahlalutyi ukuba musa ukubandakanya iTshayina kuqikelelo lwakho ebusweni bokungaqiniseki ngolawulo.

Kwicala lemali, utshintsho lweskripthi luvelise iziqendu ze ukuguquguquka kwemarike yemasheya kunye namathandabuzo malunga negalelo laseTshayina kwiziko ledatha yenkampani. Amaxwebhu angaphambili angeniswe kubalawuli sele elumkisile ngempembelelo enokubakho yeebhiliyoni ezininzi zeeyuro ukuba imakethi yaseTshayina ibinokuvalwa ixesha elide.

I-Nvidia yayihlengahlengise ikhathalogu yayo e-China ngeendlela ezinje nge H20 kunye I-RTX Pro 6000D, Iimveliso ezineempawu ezincitshisiweyo xa kuthelekiswa neeflegi zabo zehlabathi, ngokuhambelana nemida ebekwe yiWashington. I-Lockdown yangoku, nangona kunjalo, inyusa uxinzelelo ukucinga ngokutsha nasiphi na isicwangciso sorhwebo elizweni.

Inqaku elidibeneyo:

I-China ityhila i-chip ye-6G yendalo yonke

Umxholo we-Geopolitical kunye nothethathethwano zorhwebo

I-veto yinxalenye yokunyuka okubanzi: ulawulo olulandelelanayo lwase-US luthintele ukufikelela kwe-China chips eziphambili kunye nezixhobo ezibalulekileyo, ngelixa iBeijing iphendule nge iiprobe zolawulo kunye nophando lokungathembeki ngoku efikelela kwiNvidia ngokufunyanwa kwayo IMellanox. Ukongeza, uphando lwenziwe lwasebenza ukulahla kwii-semiconductors ezithile ezingeniswa kumazwe angaphandle.

Kwinqanaba lezopolitiko, amazwi eWashington agxininise ukuba iChina ayiloqabane elilula loshishino bacele ukuma okuqinileyo. Ukubetha kwentliziyo kungqamana nemijikelo ye uthethathethwano eMadrid kunye noqhagamshelwano oluphezulu phakathi kwamazwe omabini ukujongana nayo yonke into ukusuka kwiirhafu ukuya kwimiba efana nekamva lamaqonga eteknoloji.

Ngeli xesha, eTshayina, imigaqo-nkqubo ye endaweni yobuchwephesheIifemu zasekhaya zikhawulezisa izicwangciso: IHuawei ilungiselela entsha Izityalo zeprosesa ze-AI, I-Cambricon inika ingxelo yenkqubela phambili kwimfuno kunye nenzuzo, kunye nabadlali be-software ezifana DeepSeek balungise iimodeli zabo ukuze baqhube chips zasekhaya.

Ishishini liqinisekile ukuba umyalezo osemthethweni awuthandabuzeki: izandla ukusebenza ukwakha inkqubo yesizwe ekwaziyo ukugcina ukukhula kwe-AI e-China, ngaphandle kokuxhomekeka kunikezelo oluphantsi kokuguquguquka komgaqo-nkqubo wangaphandle.

Isiqendu sibonisa utshintsho kwizinto eziphambili: ukhuphiswano lwe AI accelerators Sele ingumba weqhinga. Ku-Nvidia, umceli mngeni kukuphila nale miqobo; ye-China, ukukala i-chip ecosystem yayo ukugubungela yonke imfuno. izisombululo ezizezakho, ngokuhambelana ne-United States kuqoqosho, ulawulo kunye neteknoloji.

Inqaku elidibeneyo:

I-ASML iya kuba ngoyena mnini sabelo mkhulu we-Mistral AI.

UAlberto Navarro

Ndingumntu othanda itekhnoloji ojike umdla wakhe we "geek" waba ngumsebenzi. Ndichithe ngaphezulu kweminyaka eli-10 yobomi bam ndisebenzisa itekhnoloji yokusika kwaye ndikhenkceza ngazo zonke iintlobo zeenkqubo ngenxa yokufuna ukwazi okumsulwa. Ngoku ndiqeqeshelwe ubugcisa bekhompyutha nakwimidlalo yevidiyo. Oku kungenxa yokuba ngaphezu kweminyaka emi-5 ndibhalela iiwebhusayithi ezahlukeneyo kwitekhnoloji kunye nemidlalo yevidiyo, ndisenza amanqaku afuna ukukunika ulwazi oludingayo ngolwimi oluqondakalayo kuye wonke umntu.

Ukuba unayo nayiphi na imibuzo, ulwazi lwam lusuka kuyo yonke into enxulumene nenkqubo yokusebenza yeWindows kunye ne-Android yeefowuni eziphathwayo. Kwaye ukuzinikela kwam kukuwe, ndihlala ndikulungele ukuchitha imizuzu embalwa kwaye ndikuncede usombulule nayiphi na imibuzo onokuba nayo kweli lizwe le-intanethi.