Ulawulo oluphezulu lweNvidia luye lwacacisa ukuba imfuno yeqonga layo elitsha lokukhawulezisa liphezulu. Blackwell Iyaqhubeka ikhula. Ngexesha lokuhlala kwamva nje eTaiwan, UJensen Huang Ubonise ukuba imiyalelo iqhubela phambili ngokukhawuleza kwaye inkampani idinga amandla amaninzi okuvelisa ukukhonza iziko ledatha kunye nabaxhasi beprojekthi. ingqiqo.
Kumsitho we-TSMC e-Hsinchu, isigqeba esilawulayo sigxininise isidingo sokuxhasa ukubonelela nge-wafer kwaye yagxininisa ukuba umsebenzi wenkampani ukhula inyanga nenyanga. Ukusuka kwicala lomenzi waseTaiwan, i-CEO CC Wei isamkele esi sicelo kwaye yalumkisa ukuba, ngaphandle kwamathemba okuthengisa anamandla, Umthamo okhoyo uhlala ulinganiselwe.
Ii-wafers ezingakumbi ze-TSMC phakathi kokutyandwa kwee-odolo
U-Huang ucele iqabane lakhe ekudala limile ukuba linyuse umthamo weewafers ezisikelwe uBlackwell ukunciphisa uxinzelelo lokubonelela. Ngokutsho kwe-Wei, isicelo sikhona-ngaphandle kokuchaza amanani-kwaye yimpendulo yokwamkelwa ngokukhawuleza kwe-AI kumashishini kunye neemarike zabathengi. Okwangoku, i-TSMC isebenzela ukulungelelanisa ukubonelela kunye nemfuno, nangona uxinzelelo kwimizila yayo yokuvelisa iya kuqhubeka. phezulu kwixesha elifutshane.
Isigqeba seNvidia sikwagxininise indima ye-TSMC kwindlela yabo yetekhnoloji. Uyibeke yacaca into yokuba impumelelo yee-accelerators zesizukulwana esilandelayo ayinakwahlulwa kwinkxaso ye-TSMC. inkokeli yehlabathi kwi-Foundry, umyalezo okhomba kubudlelwane obucwangcisiweyo obuya kuqhubeka buqina.
Inkumbulo ye-HBM kunye namaqabane aphambili: SK Hynix, Samsung kunye neMicron
Inxalenye ebalulekileyo yokukhutshwa kukaBlackwell yimemori ye-bandwidth ephezulu. U-Huang uqaphele ukuba i-SK Hynix, i-Samsung, kunye neMicron ziye zandisa kakhulu imveliso yazo ukuxhasa ukukhula, kwaye uNvidia sele eyifumene. iisampulu zezona nguqulelo ziphambili yala macandelo.
I-SK Hynix isanda kuqinisekisa ukuba izibophelele yonke imveliso yayo kunyaka ozayo kwaye iceba ukwandisa utyalo-mali ngokulindela i-AI eqhutywa yi-chip supercycle. Okwangoku, Samsung Ibambe iintetho zokubonelela ngesizukulwana esilandelayo i-HBM (HBM4), ngelixa Micron Ikwakhawulezisa imephu yendlela yayo, enciphisa ezinye zebhotile kodwa ayiphelisi imeko eqinileyo yentengiso.
Ichaphazela njani iYurophu neSpain
Kubasebenzisi bamafu aseYurophu, abadibanisi, kunye neenkampani zetekhnoloji, lo mxholo uguqulela kwixesha elibekiweyo lokuhanjiswa kunye nemfuno cwangcisa kwangaphambili umthamo wamaziko abo edatha. Ukufumaneka kukaBlackwell kuya kuxhomekeka kuzo zombini ishedyuli ye-TSMC yokuvelisa i-wafer kunye nokufika kwememori ye-HBM, ngoko ke iishedyuli zophuculo eSpain zinokufuna ukulungiswa kakuhle kunye nokuthenga ngokuthe ngqo.
Ngokwezinto ezisebenzayo, i-AI evelisayo kunye neeprojekthi zohlalutyo oluphambili eYurophu kuya kufuneka zilungelelanise ukuthengwa kweziseko ezingundoqo kunye nokusasazwa, ukubeka esweni ngokusondeleyo amandla aguqukayo ababoneleli baseAsia. Nokuba kukho unikezelo oluphuculweyo, abaphathi betekhnoloji kuya kufuneka baqwalasele iimeko kunye iifestile zokuhambisa ezinde kunye nokubekwa phambili ngabavelisi.
UBlackwell: usapho lwe-chip kunye ne-ecosystem ehambelana nayo
U-Huang ubonise ukuba i-Nvidia ayenzi nje ii-GPUs: iqonga leBlackwell likwaxhomekeke kwii-CPU, uthungelwano, kunye nokutshintsha, ukuphindaphinda inani lamacandelo abandakanyekayo kwinkqubo nganye. Le ecosystem ithetha ukuba naluphi na uxinzelelo kwi wafers okanye Imemori ye-HBM inesiphumo sokuphola kuzo zonke iiseva, iikhabhinethi, kunye namaqela enzelwe uqeqesho kunye nomthwalo womsebenzi.
Ukuthengiswa kweChina kunye nemarike ethintelweyo
Xa ebuzwa malunga nemarike yaseTshayina, isigqeba sibonise ukuba akukho ntetho zisebenzayo ziqhubekayo market Blackwell aphoNgokubhekiselele kwizithintelo zangoku zase-US kuthunyelo kumazwe angaphandle kobuchwephesha obuphezulu, esi sikhokelo solawulo simisela ikamva lothutho kunye umsebenzi wejografi yokubonelela, ukomeleza ukhuphiswano phakathi kwemimandla ukuqinisekisa ukubonelela.
Imbonakalo-mhlaba yangoku idibanisa a imfuno enamandla kakhulu Ngomatshini woshishino usalungiswa kakuhle: I-TSMC ibikezela ukunyuka kweentengiso, abavelisi beememori bayanda imveliso, kwaye i-Nvidia ijonge ukwandisa ukufumaneka kweqonga layo, ngelixa abathengi baseYurophu belinganisa amaxesha kunye nohlahlo lwabiwo-mali ukuze bagweme ukulahlekelwa nguloliwe weBlackwell.
