Nvidia aktsia odavnes eile j\u00e4relkauplemisel 2,1 protsenti, 178,78 dollarini.<\/p>\n
Google\u2019i omanikfirma Alphabeti aktsia kallines tavakauplemisel 6,3 protsenti, 318,58 dollarini, kuid t\u00f5usis j\u00e4relkauplemisel veel 2,6 protsenti, 326,75 dollarini.<\/p>\n
Tensort\u00f6\u00f6tlus\u00fcksused ehk TPUd hakkavad jooksma andmekeskustes 2027. aastal, kirjutas The Information, viidates anon\u00fc\u00fcmsust palunud, l\u00e4bir\u00e4\u00e4kimistega kursis olevatele inimestele. Meta v\u00f5ib juba tuleval aastal rentida TPUsid Google\u2019i pilve\u00fcksuselt.<\/p>\n
Sedasi on ohus Nvidia kullastandard TPUde osas, mida saavad kasutada suured tehnoloogiafirmad, nagu Meta ja OpenAI, aga ka idufirmad, et arendada ja jooksutada tehisintellektiplatvorme.<\/p>\n
Alphabeti aktsiat toetas ka kasvanud optimism v\u00e4rskeima Gemini tehisintellektimudeli osas.<\/p>\n
Varem on Google s\u00f5lminud lepingu miljoni kiibi tarnimiseks Anthropic PBC-le, mis t\u00f5mbas t\u00e4helepanu sellele, et Nvidia pikaajalised positsioonid v\u00f5ivad olla ohus.<\/p>\n
Kui Antropicu tehingust teatati, \u00fctles Seaporti anal\u00fc\u00fctik Jay Goldberg selle kohta, et see on t\u00f5sine Google\u2019i TPU valideerimine.<\/p>\n
\u00abPaljud inimesed m\u00f5tlevad juba sellest,\u00bb lausus ta.<\/p>\n
Meta esindajad keeldusid Bloombergi ajakirjanikele kommentaare andmast ning Google\u2019ilt polnud v\u00f5imalik kohe vastuseid saada.<\/p>\n
T\u00f5ik, et Meta hakkab t\u00f5en\u00e4oliselt kasutama Google\u2019i TPUsid, mida Anthropic juba kasutab, n\u00e4itab, et suurte firmade keelemudelid saavad t\u00f5en\u00e4oliselt tulu sellest, kui Google\u2019ist saab kiirenduskiipide vallas teine pakkuja. Meta 2026. aasta eelarves on kapitalikulutusteks v\u00e4hemalt sada miljardit dollarit, mis viitab, et nad v\u00f5ivad kulutada tuleval aastal v\u00e4hemalt 40\u201350 miljardit dollarit kiipidele, kirjutab Bloomberg Intelligence.<\/p>\n
Tarbimine ja ka Google\u2019i pilveteenuste n\u00f5udlus v\u00f5ivad kasvada, sest kliendid tahavad kasutada TPUsid ja Gemini suurt keelemudelit Google\u2019i pilves.<\/p>\n
Alphabetiga seotud Aasia aktsiad kallinesid teisip\u00e4eval. L\u00f5una-Korea IsuPetasysi aktsia kallines korraks uuele rekordtasemele, kerkides 18 protsenti. Taiwani MediaTeki aktsia kallines ligi viis protsenti.<\/p>\n
Kui Google\u2019il \u00f5nnestuks \u00fchelt maailma suurimalt andmekeskustele ja tehisintellektile kulutajalt Metalt saada tehing, v\u00f5iks see t\u00e4hendada Google\u2019ile m\u00e4rgilist v\u00f5itu. See t\u00e4histaks esialgset edu, sest TPUd peavad t\u00f5estama oma energiat\u00f5husust ja arvutamismusklit, et muutuda pikaajaliseks tooteks.<\/p>\n
Google kasutab oma \u00e4ppides TPUsid masin\u00f5ppe\u00fclesannetes.<\/p>\n","protected":false},"excerpt":{"rendered":"Nvidia aktsia odavnes eile j\u00e4relkauplemisel 2,1 protsenti, 178,78 dollarini. Google\u2019i omanikfirma Alphabeti aktsia kallines tavakauplemisel 6,3 protsenti, 318,58…\n","protected":false},"author":2,"featured_media":50140,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[2404,3770,18219,7582,131,68,130,37,33,35,34,36,25417,3024,25418,780,14607,829,25414,25415,25416],"class_list":{"0":"post-50139","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-ari","8":"tag-aktsia","9":"tag-alphabet","10":"tag-andmekeskused","11":"tag-anthropic","12":"tag-ari","13":"tag-bors","14":"tag-business","15":"tag-ee","16":"tag-eesti","17":"tag-eesti-keel","18":"tag-estonia","19":"tag-estonian","20":"tag-gemini-tehisintellektimudel","21":"tag-google","22":"tag-google-pilveteenused","23":"tag-investeerimine","24":"tag-meta-platforms","25":"tag-nvidia","26":"tag-tehisintellektikiibid","27":"tag-tensortootlusuksused","28":"tag-tpu"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ee\/115609593916967480","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/posts\/50139","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/comments?post=50139"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/posts\/50139\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/media\/50140"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/media?parent=50139"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/categories?post=50139"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/tags?post=50139"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}