Milzu invest\u012bcija un ambiciozi pl\u0101ni m\u0101ksl\u012bg\u0101 intelekta att\u012bst\u012bb\u0101<\/p>\n
NVIDIA, tehnolo\u0123iju gigants, ir publiskojusi v\u0113rien\u012bgu pazi\u0146ojumu par nodomu invest\u0113t l\u012bdz pat 100 miljardiem dol\u0101ru organiz\u0101cij\u0101 OpenAI. \u0160is iespaid\u012bgais finan\u0161u atbalsts ir paredz\u0113ts jaunu datu centru izveidei, kas kalpos k\u0101 pamats m\u0101ksl\u012bg\u0101 intelekta (MI) mode\u013cu apm\u0101c\u012bbai un darb\u012bbai. Abas komp\u0101nijas ir parakst\u012bju\u0161as nodomu v\u0113stuli, kas paredz NVIDIA sist\u0113mu izv\u0113r\u0161anu OpenAI n\u0101kam\u0101s paaudzes infrastrukt\u016brai ar jaudu, kas m\u0113r\u0101ma vismaz 10 gigavatos (GW). \u0160\u0101ds ener\u0123ijas apjoms sp\u0113tu nodro\u0161in\u0101t elektroener\u0123iju miljoniem m\u0101jsaimniec\u012bbu un sal\u012bdzin\u0101ms ar aptuveni desmit atomreaktoru jaudu. \u0160\u012b sadarb\u012bba \u013caus OpenAI stiprin\u0101t savu neatkar\u012bbu no Microsoft, kas joproj\u0101m ir viens no galvenajiem investoriem un m\u0101ko\u0146pakalpojumu sniedz\u0113jiem.<\/p>\n
Strat\u0113\u0123isk\u0101 neatkar\u012bba un jauni infrastrukt\u016bras giganti<\/p>\n
P\u0113d\u0113j\u0101 laik\u0101 Microsoft ir veicis izmai\u0146as sav\u0101 partner\u012bbas model\u012b ar OpenAI, at\u013caujot organiz\u0101cijai veidot papildu infrastrukt\u016bru ar\u012b ar citiem partneriem. \u0160\u012b p\u0101rmai\u0146a ir sekm\u0113jusi OpenAI uzs\u0101k\u0161anu vair\u0101kos v\u0113rien\u012bgos datu centru projektos, tostarp Stargate, kura izmaksas tiek prognoz\u0113tas 500 miljardu dol\u0101ru apm\u0113r\u0101. NVIDIA \u012bpa\u0161i uzsv\u0113ra, ka jaunais l\u012bgums papildina jau eso\u0161\u0101s partner\u012bbas ar Microsoft, Oracle un SoftBank. OpenAI l\u012bdzdibin\u0101t\u0101js un izpilddirektors Sems Altmans izteic\u0101s: “Visu pamat\u0101 ir skait\u013co\u0161anas jauda. Infrastrukt\u016bra k\u013c\u016bs par n\u0101kotnes ekonomikas pamatu, un m\u0113s to izmantosim jauniem pav\u0113rsieniem MI jom\u0101 un pla\u0161ai ievie\u0161anai.”<\/p>\n
Inovat\u012bvas tehnolo\u0123ijas un sp\u0113ka demonstr\u0113jums<\/p>\n
Pl\u0101ns paredz, ka pirm\u0101 infrastrukt\u016bras k\u0101rta tiks nodota ekspluat\u0101cij\u0101 2026. gada otraj\u0101 pus\u0113, izmantojot NVIDIA Vera Rubin platformu un, iesp\u0113jams, Rubin Ultra. \u0160\u012bs sist\u0113mas pied\u0101v\u0101s jaud\u012bgus pa\u0101trin\u0101t\u0101jus ar 76 terabaitu (TB) HBM4 atmi\u0146u, kas sp\u0113s nodro\u0161in\u0101t lo\u0123isk\u0101s izvad\u012b\u0161anas \u0101trumu FP4 l\u012bdz pat 3,6 ekzaflopiem un apm\u0101c\u012bbu FP8 \u0101trum\u0101 l\u012bdz 1,2 ekzaflopiem. Rubin un Vera procesori, kas tika prezent\u0113ti augusta beig\u0101s un tiek ra\u017eoti TSMC r\u016bpn\u012bc\u0101s, sola revol\u016bciju MI apr\u0113\u0137inos. Rubin Ultra pat tiek prognoz\u0113ts sasniegt 15 ekzaflopu veiktsp\u0113ju FP4 lo\u0123iskaj\u0101 izvad\u012b\u0161an\u0101 un 5 ekzaflopu FP4 apm\u0101c\u012bb\u0101, pateicoties 14 GB300 GPU un 365 TB HBM4e atmi\u0146ai. \u0160ie skait\u013ci ir vienk\u0101r\u0161i satrieco\u0161i.<\/p>\n
Ener\u0123\u0113tikas izaicin\u0101jumi un finansi\u0101l\u0101 jauda<\/p>\n
Projekta m\u0113rogs ir patiesi bezprecedenta. NVIDIA izpilddirektors Jensens Huangs nor\u0101d\u012bja, ka 10 GW jaudas izmanto\u0161ana noz\u012bm\u0113 aptuveni 4-5 miljonu grafisko procesoru (GPU) darb\u012bbu \u2013 tas ir apm\u0113ram tik, cik NVIDIA pieg\u0101d\u0101 gada laik\u0101, un divreiz vair\u0101k nek\u0101 iepriek\u0161\u0113j\u0101 gad\u0101. Lai to sal\u012bdzin\u0101tu, liel\u0101k\u0101 da\u013ca m\u016bsdienu datu centru pat\u0113r\u0113 50-100 megavatus (MW), reti p\u0101rsniedzot 1 GW. OpenAI pl\u0101notais jaudas l\u012bmenis iev\u0113rojami p\u0101rsniegs pat liel\u0101kos eso\u0161os objektus, ener\u0123ijas pat\u0113ri\u0146\u0101 piel\u012bdzinoties vair\u0101k\u0101m liel\u0101m pils\u0113t\u0101m. Finansi\u0101l\u0101 puse ir tikpat iespaid\u012bga. Huangs iepriek\u0161 atz\u012bm\u0113ja, ka 1 GW datu centra izveide izmaks\u0101 ap 50-60 miljardiem dol\u0101ru, no kuriem ap 35 miljardi ir tie\u0161i NVIDIA mikrosh\u0113m\u0101m un sist\u0113m\u0101m. T\u0101d\u0113j\u0101di 10 GW infrastrukt\u016bras izveide var\u0113tu p\u0101rsniegt 500 miljardu dol\u0101ru kop\u0113j\u0101s izmaksas. Tom\u0113r joproj\u0101m nav skaidrs, k\u0101d\u0101 form\u0101 NVIDIA sniegs invest\u012bcijas \u2013 vai t\u0101 b\u016bs mikrosh\u0113mu, m\u0101ko\u0146kred\u012btu vai tie\u0161u naudas l\u012bdzek\u013cu veid\u0101. Milz\u012bgo piepras\u012bjumu p\u0113c \u0161\u0101das infrastrukt\u016bras veicina OpenAI strauj\u0101 izaugsme, kas jau piesaista vair\u0101k nek\u0101 700 miljonus ikned\u0113\u013cas akt\u012bvo lietot\u0101ju.<\/p>\n
Tirgus reakcija un pla\u0161\u0101kas sekas<\/p>\n
Pazi\u0146ojums par \u0161o partner\u012bbu izrais\u012bja NVIDIA akciju v\u0113rt\u012bbas pieaugumu par gandr\u012bz 4% pirmdien, kas komp\u0101nijai pievienoja aptuveni 170 miljardus dol\u0101ru tirgus kapitaliz\u0101cijas zi\u0146\u0101. J\u0101atz\u012bm\u0113, ka NVIDIA nesen ar\u012b ieguld\u012bja 5 miljardus dol\u0101ru Intel, ieg\u016bstot 4% t\u0101s akciju un pl\u0101nojot kop\u012bgu serveru un person\u0101lo datoru risin\u0101jumu izstr\u0101di. Ta\u010du \u0161is projekts rada ar\u012b nopietnus jaut\u0101jumus par ener\u0123ijas pat\u0113ri\u0146u un ietekmi uz vidi. Starptautisk\u0101 Ener\u0123\u0113tikas a\u0123ent\u016bra l\u0113\u0161, ka datu centri jau pat\u0113r\u0113 aptuveni 1,5% no glob\u0101l\u0101s elektroener\u0123ijas. Ja l\u012bdz 2030. gadam piepras\u012bjums sasniegs 945 teravatstundas (TWh), 10 GW infrastrukt\u016bra v\u0113l vair\u0101k saasin\u0101s \u0161o probl\u0113mu. Lielie tehnolo\u0123iju uz\u0146\u0113mumi jau s\u0101k v\u0113rst skatu uz atomener\u0123iju: Microsoft 2024. gad\u0101 pan\u0101ca vieno\u0161anos par Three Mile Island reaktora darb\u012bbas atjauno\u0161anu (835 MW jauda), savuk\u0101rt Amazon Web Services ieg\u0101d\u0101j\u0101s datu centru net\u0101lu no Susquehanna atomelektrostacijas, lai pat\u0113r\u0113tu l\u012bdz 960 MW. NVIDIA un OpenAI partner\u012bba var k\u013c\u016bt par v\u0113stur\u0113 liel\u0101ko infrastrukt\u016bras projektu m\u0101ksl\u012bg\u0101 intelekta jom\u0101. Lietot\u0101jiem tas noz\u012bm\u0113 v\u0113l strauj\u0101ku \u0123enerat\u012bvo mode\u013cu att\u012bst\u012bbu, jaunus pakalpojumus un augst\u0101ku MI instrumentu produktivit\u0101ti. Ta\u010du vienlaic\u012bgi \u0161\u0101di m\u0113rogi prasa milz\u012bgas invest\u012bcijas un aktualiz\u0113 ener\u0123\u0113tisk\u0101s stabilit\u0101tes un vides ilgtsp\u0113jas jaut\u0101jumus, kas tuv\u0101kajos gados k\u013c\u016bs par galvenajiem izaicin\u0101jumiem visai industrijai.<\/p>\n","protected":false},"excerpt":{"rendered":"Milzu invest\u012bcija un ambiciozi pl\u0101ni m\u0101ksl\u012bg\u0101 intelekta att\u012bst\u012bb\u0101 NVIDIA, tehnolo\u0123iju gigants, ir publiskojusi v\u0113rien\u012bgu pazi\u0146ojumu par nodomu invest\u0113t…\n","protected":false},"author":2,"featured_media":21422,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[16],"tags":[77,76,769,6837,35,39,38,36,37,34,40,87,197,1463],"class_list":{"0":"post-21421","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-bizness","8":"tag-bizness","9":"tag-business","10":"tag-datu-centri","11":"tag-energijas-paterins","12":"tag-latvia","13":"tag-latvian","14":"tag-latviesu","15":"tag-latviesu-valoda","16":"tag-latviesuvaloda","17":"tag-latvija","18":"tag-lv","19":"tag-maksligais-intelekts","20":"tag-nvidia","21":"tag-openai"},"share_on_mastodon":{"url":"","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/posts\/21421","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/comments?post=21421"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/posts\/21421\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/media\/21422"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/media?parent=21421"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/categories?post=21421"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/tags?post=21421"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}