- I-ASML yenza ama-euro ayizigidi eziyizinkulungwane ezingu-1.300 kumjikelezo weMistral AI wama-euro ayizigidi eziyizinkulungwane ezingu-1.700 futhi ifuna isihlalo sebhodi.
- Umsebenzi uqinisa ubukhosi bezobuchwepheshe baseYurophu futhi usondeza iMistral ebuholini besifunda ku-AI.
- Ama-synergies angenzeka: I-Mistral AI yokuthuthukisa ukusebenza kwamathuluzi e-ASML's lithography.
- Ukulinganisa okuqondisiwe: cishe amabhiliyoni angu-10.000 ngaphambi kokutshalwa kwezimali kochungechunge C, ngokusho kwemithombo.
I-ASML isizothatha ingxenye yokulawula ku-Mistral AI ngemuva kokuzibophezela ekujovweni kwenkunzi phakathi kwezimali zayo ezintsha. Inkampani yaseDutch izofaka isandla Ama-euro ayizigidi ezingama-1.300 umjikelezo ophelele olinganiselwa ku-1.700 billion, isinyathelo esigcizelela isifiso se-Europe sokuzuza ubuhlakani bokwenziwa.
Ngokusho kwabantu abajwayelene nezingxoxo, I-ASML ihlose ukuhlala ebhodini le-MistralLo msebenzi uzobeka isiqalo saseFrance phakathi kwezibaluleke kakhulu ezwenikazi, nge imali elinganiselwa ku-10.000 billion euros ngaphambi kokutshala imali, futhi izohlanganisa indima yayo njengophawu lwesifunda.
Ukusebenza kwamasu okunezwi laseYurophu
Umfelandawonye uhlanganisa izindawo ezimbili ezibalulekile: ama-semiconductors kanye ne-AI. I-ASML ukuphela komnikezeli emhlabeni wemishini ye-lithography ye-ultraviolet (EUV) eyeqisayo, ebalulekile ekwenzeni ama-chips athuthuke kakhulu aphuma ezitshalweni ezifana nalezo eziku-inthanethi. I-TSMC ne-IntelIsistimu ngayinye ye-EUV iseduze AmaRandi ayizigidigidi eziyi-180, futhi ukwethembeka kwayo kusetha ijubane lemboni.
Ku-ASML, ukufinyelela kumamodeli asezingeni eliphezulu kanye namakhono okuhlaziya kungahumushela kulokhu ukuthuthukiswa kokusebenza kumathuluzi ayo: ukwenza kahle kwepharamitha, ukulawula inqubo, nokugcinwa kokuqagela. Le nkampani isivele isebenzisa i-AI, kodwa ubuchwepheshe beMistral buzosekela imisebenzi emisha yangaphakathi nengenzeka. izinsizakalo ezingeziwe ngenani kumakhasimende.
Ngasohlangothini lukaMistral, ukwesekwa kwezezimali namasu komholi wezimboni zaseYurophu kuyivumela ukuthi isheshise umgwaqo wayo emakethe yebhizinisi, lapho ukuqaliswa kuvikele khona ubukhosi bedijithali kumakhasimende e-EU. Ngakho-ke, ukusebenza akugcini nje ngokuthuthukisa imisipha yayo yobuchwepheshe, kodwa futhi kuqinisa i-ajenda yomphakathi yokuncika kancane Amamodeli aseMelika namaShayina.
Imithombo yemakethe ikhombisa ukuthi i-ASML ngabe yelulekwe ngu Ibhange laseMelika kulokhu kuthengiselana. Kokubili i-ASML ne-Mistral zigweme ukwenza izitatimende zomphakathi ngenkathi izingxoxo ziqhubeka, uma ziphumelela, zingachaza kabusha imephu ye-AI nama-semiconductors e-Europe.
I-Mistral AI: ukuxhaswa ngezimali, umkhiqizo nokukhula
Umjikelezo wamanje ulingana nenani Ama-euro ayizigidi ezingama-1.700, lapho i-ASML izonikela ingxenye enkulu yayo. I-Mistral yayisivele inenani elingaphezulu AmaRandi ayizigidigidi eziyi-6.000 kulandela uchungechunge lwayo lwangaphambilini B, futhi inokusekelwa abatshalizimali bezobuchwepheshe bezinga eliphezulu, okuhlanganisa I-NVIDIA.
Yasungulwa ngo-2023 yi- U-Arthur Mensch (ex DeepMind), UTimothée Lacroix y Isibani sikaGuillaume (zombili ngaphambili ezaziyi-Meta), iMistral igxile kumamodeli e-AI asebenza kahle kakhulu ahloselwe amakhasimende ezinkampani. Iqhudelana ezingeni laseYurophu ngokumelene nemidondoshiya efana ne-OpenAI, Google, ne-Anthropic, igxile ezisombululweni ezibeka phambili. ubumfihlo, ukulawula kanye nokuhambisana okujwayelekile.
Ngaphezu kokukhula kwe-organic, inkampani ikhombise intshisekelo yokwandisa ukuthengwa okukhethiweUkuthunyelwa kwemisebenzi kwakamuva—manje okuhoxisiwe—kuchaze indima yokusesha kanye nokweluleka ekusebenzeni kwezinkampani, okuwuphawu lokuthi ithimba licabanga ukuletha amabhizinisi amancane yandisa ikhathalogi yakho futhi kusheshiswe ukuthuthukiswa komkhiqizo.
Sekukonke, ukungena kwe-ASML kuzohlinzeka ngezinsiza zokwandisa ingqalasizinda, kuqiniswe ucwaningo, futhi kusheshiswe ukukhishwa kwezinguqulo ezintsha zamamodeli ayo. Lokhu kutholakala kwezimali kubalulekile endaweni lapho izindleko zekhompuyutha nezikhathi zokuqeqesha zidingeka khona isikali nokusebenza kahle isekelwe.
Ku-ASML, ama-synergies angaba khona adlula ukutshalwa kwezimali kwezezimali: ukuhlanganisa amasu e-Mistral ekuthuthukisweni kwemishini kanye nokugeleza kokulinganisa kungasiza ukuthuthukisa ukusebenza kwethuluzi, yehlisa ukuchezuka kwenqubo futhi ifinyeze isikhathi sokukhiqiza ezimbonini zamakhasimende, okunomthelela oqondile ekuqhudelaneni kochungechunge lokuhlinzeka.
Ezingeni le-geopolitical, isivumelwano sihambisana ne-ajenda ye Ukuzimela kweqhinga laseYurophu. Ukumatanisa umholi womhlaba kumishini yokukhiqiza nomdlali we-AI osafufusa kudala umgogodla ohlukile wezobuchwepheshe, kusukela emshinini owenza ama-chips enzeke kusofthiwe ethuthukisa ukukhiqizwa kwawo nokusetshenziswa kwawo ebhizinisini.
Nokho, kubalulekile ukukhumbula izici ezisalindile: ukuvalwa kokugcina komjikelezo, i ukumiswa kokuphathwa kwebhizinisi futhi ukwenziwa kokuhlanganiswa kobuchwepheshe kuzonquma impumelelo yangempela yomfelandawonye. Okwamanje, izinkampani zithule ngenkathi imakethe ilinde izinyathelo ezilandelayo.
Ngalokhu mnyakazo, i-ASML izibeka enkabeni ye-European AI ecosystem futhi iMistral izuza ukukhushulwa imephu yomgwaqo yayo edingekayo. Uma okulindelwe ukusebenzisana kokusebenza kanye nesihlalo sebhodi, imboni ye-chip kanye ne-AI eYurophu ingathola i-traction ensimini elawulwa-kuze kube manje-ngabadlali abavela e-United States nase-Asia.
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.