- I-Anthropic izosebenzisa uClaude ku-Azure futhi ithenge ikhompuyutha ebiza ama-dollar ayizigidi eziyizinkulungwane ezingama-30.000; ukuzibophezela okufika ku-1 GW womthamo.
- I-NVIDIA ne-Microsoft izotshala imali efika ku-$10.000 billion kanye ne-5.000 billion ye-Anthropic, ngokulandelana.
- Ukufinyelela kwe-Azure kuClaude Sonnet 4.5, Opus 4.1 kanye ne-Haiku 4.5; ukuhlanganiswa ku-Copilot.
- I-Microsoft ihlukahluka ngale kwe-OpenAI; umthelela ezinkampanini zaseSpain nase-EU.
Imephu yamandla ku- i-AI yokukhiqiza Kuthatha elinye ithuba ngesivumelwano sezindlela ezintathu: IMicrosoft, NVIDIA, kanye ne-Anthropic bamemezela ukusebenzisana okuletha amamodeli kaClaude e-Azure futhi kugqugquzele ukugeleza kwezimali okukhulu, ekhetha labo okufanele khetha i-AI engcono kakhuluUkuqala kuzibophezele ekutholeni Amabhiliyoni angama-30.000 wekhompiyutha Isevisi yefu ye-Microsoft isivele ikuvumela ukuthi wenze inkontileka yamandla engeziwe afika igigawathi eyodwa.
Ukusebenza akugcini nje ukwengeza imisipha yobuchwepheshe; iphinde ihlele kabusha imifelandawonye yomkhakha. I-Microsoft Igcina isixhumanisi sayo ne-OpenAI, kodwa ivula ku ezinye izindlela ezifana ne-Anthropic futhi iqinisa ubudlelwano bayo ne-NVIDIA ukusekela isidingo esikhulayo sekhompiyutha ku ukubala ngamafuUmphumela: amamodeli amaningi ongakhetha kuwo e-Azure nokuncintisana okukhulu phakathi kwabahlinzeki. Ibhizinisi AI.
I-Microsoft, NVIDIA kanye ne-Anthropic bavumelene ngani?
Inhliziyo yesivumelwano ibandakanya izibopho ezintathu: okokuqala, i-Anthropic izofaka u-Claude ku I-Microsoft AzureNgakolunye uhlangothi, inkampani izotshala imali kulokho okufanayo ingqalasizinda yamafu ngezinga elingakaze libonwe ngaphambili; futhi, ngaphezu kwalokho, i-NVIDIA ne-Microsoft zizofaka imali enkulu ekuqaliseni. Ngokwesimemezelo, I-NVIDIA izotshala imali efinyelela ku-$10.000 billion y IMicrosoft ifinyelela ku-5.000 billion ku-Anthropic.
Isivumelwano sihlanganisa ukufinyelela okuncamelayo kwe-Anthropic to I-Microsoft FoundryUhlelo lwe-Azure lokwakha nokukala amamodeli, nokusebenzisana okujulile kwezobuchwepheshe ne-NVIDIA. Lesi sakamuva sizogxila ekwandiseni ukusebenza kahle, ukusebenza kahle, kanye nezindleko eziphelele zobunikazi bamamodeli kaClaude ku Izisheshisi ze-AI, ngenkathi i izakhiwo zesikhathi esizayo I-GPU yomthwalo wakho wokusebenza.
UClaude uhlala e-Azure futhi ujoyina umndeni wakwaCopilot
Kumakhasimende ebhizinisi le-Azure, ukuthutha kuhumushela ku Izinketho eziningi zemodeli kusukela ngosuku lokuqalaI-Anthropic izokwenza izinguqulo zayo ezithuthukile zitholakale ku-Foundry: UClaude Sonnet 4.5, UClaude Opus 4.1 y Claude Haiku 4.5enezela ukwesekwa for amamodeli we-multimodalNgalesi sengezo, uClaude manje uzobe ekhona ku amafu amakhulu amathathu yemakethe, ukwandisa ububanzi bokuzikhethela konjiniyela kanye namaqembu e-IT.
IMicrosoft nayo izibophezela ku gcina ukuhlanganiswa kukaClaude ohlelweni lwayo lokukhiqiza: Umshayeli we-GitHub, I-Microsoft 365 Copilot kanye ne-Copilot StudioEzinhlanganweni esezivele zisezingeni kumasevisi e-Azure ne-Microsoft, lokhu kusho ukukwazi ukushintsha phakathi kwemindeni eyimodeli (i-OpenAI noma i-Anthropic) kuye ngezimo zokusetshenziswa, izindleko, nokuhambisana.
Ikhompyutha yesikhathi esikhulu: kufika ku-1 GW nehadiwe yesizukulwane esilandelayo
Ukuzibophezela kwekhompuyutha ye-Anthropic kuhlose phezulu: kufika ku-1 gigawatt yomthamo, esebenzisa igagasi elilandelayo lamapulatifomu e-NVIDIA, kuhlanganise namasistimu UGrace Blackwell y UVera RubinUkusebenzisana kwezobuchwepheshe kuzofuna ukuthola okuningi kuleyo hardware ukuze kuqeqeshwe futhi kucatshangelwe amamodeli esizukulwane esilandelayo.
Khonamanjalo, izilinganiso ngaphakathi kwendawo yomkhakha Izindleko zokwakha isikhungo sedatha salesi sigaba zizungeze u-$50.000 billion, owayiphi Ingxenye ebaluleke kakhulu izoya kuma-AI chips nama-acceleratorYize ingeyona ingxenye yesivumelwano ngokwaso, inikeza umbono wesilinganiso sengqalasizinda i izinhlelo zokusebenza ze-cloud computing.
Ukunyakaza kwamaqhinga ngokumelene ne-OpenAI
Isivumelwano siza ngemva kwezinguquko ebudlelwaneni phakathi kweMicrosoft ne-OpenAI ezixegise izigaba ezithile zokukhethekile. Umdondoshiya wezobuchwepheshe oseRedmond igcina ingxenye engu-27% kumdali we-ChatGPT, inani langaphakathi nxazonke AmaRandi ayizigidigidi eziyi-135.000Kepha ithola ithuba lokufaka abantu besithathu njenge-Anthropic ekunikeleni kwayo ngamafu, into, ngokusho kwabezindaba base-US, eye yasiza ukuvalwa kwalesi sivumelwano.
Umlayezo weMicrosoft ucacile: wandise iphothifoliyo yakho yamamodeli amaklayenti futhi unganciki emthonjeni owodwa, iqinisa isu elinamafu amaningiKu-Anthropic, lesi sinyathelo siqinisa ukuzimela kwayo futhi siyivumela ukuthi ikhule ezinkampanini ngaphandle kokuyeka eminye imifelandawonye esivele inabo ohlelweni lwe-AI olukhiqizayo.
Ezezimali eziyindilinga nokusabela kwemakethe
Uhlelo lwezezimali lulandela umqondo osewake wabonakala kwezinye izivumelwano kulo mkhakha: izinkampani ezinkulu zobuchwepheshe Bafaka imali kubathuthukisi be-AI okuthi, bona, bachithe izigidigidi ngamafu abo kanye nehardware. Ingxenye yemali etshaliwe ibuyiswa njengemali engenayo evela kumasevisi nama-chips.isekethe abahlaziyi abaningi abayichaza ngokuthi ezezimali eziyindilinga.
I-Anthropic, Empeleni, igcina izivumelwano nabanye abahlinzekiI-Amazon izinikele AmaRandi ayizigidigidi eziyi-8.000 futhi i-Google isimemezele izinhlelo zokuhlinzeka kuze kufike ama-TPU ayisigidi ekuqaliseni. Emakethe yamasheya, lesi simemezelo sihambisane nokwehla kwezinkomba ezinkulu kanye nokwehla kwe-intraday cishe ngo-1%. 3% ku-Microsoft futhi cishe u-3% ku-NVIDIA, esimweni sokwethuka okungenzeka ukungezwani kokulinganisa okuhlobene ne-AI fever.
Yiziphi izinguquko kumabhizinisi aseSpain nase-EU
Ezinkampanini zaseSpain nezaseYurophu ezinomthwalo wemisebenzi e-Azure, ukufika kukaClaude Yandisa uhla lwabahlinzeki bamamodeli athuthukile ngaphandle kokushiya ingqalasizinda ye-Microsoft.Lokhu kusiza ukuphatha nokulawula idatha, ukusebenzisa izifunda ze-European Azure kanye nezinhlobonhlobo izinhlobo zamafu kanye nokuqondisa ukuthunyelwa nezinhlaka ezifana ne-GDPR kanye I-European AI Act ekhulayo.
Empeleni, izinhlangano zizokwazi ukuhlola u-Claude ngokuqhathanisa neminye imindeni yamamodeli ekukhiqizeni (i-Copilot), ukuthuthukiswa kwesofthiwe (i-GitHub Copilot), noma ukucubungula okuzenzakalelayo, ukukala ikhwalithi yokuphendula, izindleko, nezidingo zokulawula. Ngaphezu kwalokho, ukuncintisana emakethe yamafu yaseYurophu kufaka ingcindezi kubahlinzeki sheshisa izingqimba zokuvikeleka nokulandeleka.
Kodwa-ke, lesi sivumelwano sihlanganisa izitayela ezimbalwa zamanje: Ukutshalwa kwezimali okwengeziwe kwekhompyutha, ukusebenzisana phakathi kwamafu, ama-chips namamodeli, kanye nomjaho wokuhlanganisa i-AI kumathuluzi omsebenziUma isivumelwano sifezwa -$30.000 billion e-Azure, kuze kube 1 GW umthamo kanye ne ukutshalwa kwezimali okuhlanganisiwe okuvela ku-NVIDIA ne-Microsoft-, izinkampani eYurophu zizobona ikhathalogi yazo yezinketho zokuthumela i-AI ngezinga elikhulayo, kuyilapho ngesikhathi esifanayo zibhekene nezidingo ezinkulu zokulawula nokusebenza kahle.
Ngingumshisekeli wezobuchwepheshe oguqule izintshisekelo zakhe "ze-geek" zaba umsebenzi. Ngichithe iminyaka engaphezu kwengu-10 yempilo yami ngisebenzisa ubuchwepheshe obusezingeni eliphezulu kanye nokukitaza ngazo zonke izinhlobo zezinhlelo ngenxa yelukuluku lokufuna ukwazi. Manje sengiqeqeshelwe ubuchwepheshe be-computer nemidlalo yama-video. Lokhu kungenxa yokuthi sekuphele iminyaka engaphezu kwengu-5 ngisebenza ngokubhalela amawebhusayithi ahlukahlukene ezobuchwepheshe nemidlalo yevidiyo, ngenza izindatshana ezifuna ukukunikeza imininingwane oyidingayo ngolimi oluqondakala yiwo wonke umuntu.
Uma unemibuzo, ulwazi lwami lusukela kuyo yonke into ehlobene nesistimu yokusebenza ye-Windows kanye ne-Android yomakhalekhukhwini. Futhi ukuzibophezela kwami kuwe, ngihlala ngizimisele ukuchitha amaminithi ambalwa futhi ngikusize uxazulule noma yimiphi imibuzo ongase ube nayo kulo mhlaba we-inthanethi.