Gigantiskas invest\u012bcijas un v\u0113rien\u012bgs ener\u0123ijas pat\u0113ri\u0146\u0161: NVIDIA un OpenAI veido n\u0101kotnes AI infrastrukt\u016bru<\/p>\n
Tehnolo\u0123iju gigants NVIDIA ir gatavs veikt iespaid\u012bgu 100 miljardu dol\u0101ru invest\u012bciju jaunizveidotaj\u0101 uz\u0146\u0113mum\u0101 OpenAI. \u0160is v\u0113rien\u012bgais finan\u0161u ieguld\u012bjums ir da\u013ca no strat\u0113\u0123iskas vieno\u0161an\u0101s, kas v\u0113rsta uz jaunu datu centru izveidi, lai apmierin\u0101tu arvien pieaugo\u0161\u0101s m\u0101ksl\u012bg\u0101 intelekta (MI) mode\u013cu tren\u0113\u0161anas un darb\u012bbas pras\u012bbas. \u0160\u012bs partner\u012bbas m\u0113r\u0137is ir nodro\u0161in\u0101t OpenAI ar jaun\u0101k\u0101s paaudzes infrastrukt\u016bru, kuras jauda sasniegs vismaz 10 gigavatus (GW). \u0160\u0101ds ener\u0123ijas apjoms sp\u0113tu apg\u0101d\u0101t miljoniem m\u0101jsaimniec\u012bbu un piel\u012bdzin\u0101ms aptuveni desmit atomreaktoru jaudai.<\/p>\n
Strat\u0113\u0123iskais solis pret\u012b neatkar\u012bbai<\/p>\n
\u0160\u012b sadarb\u012bba sniedz OpenAI iev\u0113rojamu neatkar\u012bbu no Microsoft, kas joproj\u0101m ir liel\u0101kais invest\u012bciju atbalst\u012bt\u0101js un galvenais m\u0101ko\u0146pakalpojumu sniedz\u0113js. Atg\u0101din\u0101sim, ka janv\u0101r\u012b Microsoft main\u012bja savas partner\u012bbas nosac\u012bjumus ar OpenAI, at\u013caujot uz\u0146\u0113mumam izveidot papildu infrastrukt\u016bru ar\u012b ar citiem partneriem. Kop\u0161 t\u0101 laika OpenAI akt\u012bvi str\u0101d\u0101 pie vair\u0101kiem v\u0113rien\u012bgiem datu centru projektiem, tostarp t\u0101diem ambicioziem pl\u0101niem k\u0101 projekts “Stargate” ar 500 miljardu dol\u0101ru bud\u017eetu. NVIDIA uzsver, ka jaun\u0101 vieno\u0161an\u0101s nevis aizst\u0101j, bet gan papildina eso\u0161\u0101s OpenAI sadarb\u012bbas ar Microsoft, Oracle un SoftBank.<\/p>\n
Apr\u0113\u0137in\u0101\u0161anas jauda \u2013 n\u0101kotnes ekonomikas pamats<\/p>\n
OpenAI l\u012bdzdibin\u0101t\u0101js un izpilddirektors Sems Altmens uzsv\u0113ra \u0161\u012b projekta noz\u012bm\u012bgumu, nor\u0101dot: \u201eApr\u0113\u0137in\u0101\u0161anas jauda ir visa pamat\u0101. Infrastrukt\u016bra k\u013c\u016bs par n\u0101kotnes ekonomikas pamatu, un m\u0113s to izmantosim jauniem MI atkl\u0101jumiem un pla\u0161a m\u0113roga ievie\u0161anai.” Saska\u0146\u0101 ar pl\u0101nu, pirm\u0101 infrastrukt\u016bras k\u0101rta paredz\u0113ta darboties jau 2026. gada otraj\u0101 pus\u0113, izmantojot NVIDIA Vera Rubin platformu un t\u0101s jaun\u0101kos pa\u0101trin\u0101t\u0101jus. \u0160ie augstas veiktsp\u0113jas risin\u0101jumi ar 76 terabaitu (TB) HBM4 atmi\u0146u sp\u0113s veikt lo\u0123isko izvadi (FP4) ar \u0101trumu l\u012bdz 3.6 ekzaflops un apm\u0101c\u012bbu (FP8) ar \u0101trumu 1.2 ekzaflops. N\u0101kam\u0101s paaudzes Rubin Ultra procesori sol\u012bs v\u0113l iespaid\u012bg\u0101ku veiktsp\u0113ju \u2013 l\u012bdz pat 15 ekzaflops FP4 lo\u0123iskaj\u0101 izvadei un 5 ekzaflops FP4 apm\u0101c\u012bbai, pateicoties 14 GB300 GPU un 365 TB HBM4e atmi\u0146ai. \u0160ie procesori tiek ra\u017eoti TSMC r\u016bpn\u012bc\u0101s.<\/p>\n
Ener\u0123ijas pat\u0113ri\u0146a mil\u017ei un finan\u0161u apr\u0113\u0137ini<\/p>\n
Projekta m\u0113rogs ir patiesi nebiju\u0161s. NVIDIA vad\u012bt\u0101js Jensens Huangs nor\u0101d\u012bjis, ka 10 GW ener\u0123ijas pat\u0113ri\u0146\u0161 noz\u012bm\u0113 aptuveni 4-5 miljonu grafisko procesoru darb\u012bbu \u2013 tas ir divreiz vair\u0101k nek\u0101 NVIDIA pieg\u0101d\u0101 gada laik\u0101. Sal\u012bdzin\u0101jumam, liel\u0101k\u0101 da\u013ca m\u016bsdienu datu centru pat\u0113r\u0113 50-100 MW, reti p\u0101rsniedzot 1 GW. Pl\u0101not\u0101 OpenAI infrastrukt\u016bra iev\u0113rojami p\u0101rsniegs pat liel\u0101kos eso\u0161os datu centrus, ener\u0123ijas pat\u0113ri\u0146a zi\u0146\u0101 piel\u012bdzinoties vair\u0101k\u0101m liel\u0101m pils\u0113t\u0101m. Finansi\u0101l\u0101 puse ir tikpat iespaid\u012bga. Huangs agr\u0101k ir nor\u0101d\u012bjis, ka 1 GW datu centra izveide izmaks\u0101 50-60 miljardus dol\u0101ru, no kuriem aptuveni 35 miljardi ir paredz\u0113ti tie\u0161i NVIDIA \u010dipiem un sist\u0113m\u0101m. T\u0101d\u0113j\u0101di 10 GW infrastrukt\u016bras izveide var\u0113tu p\u0101rsniegt pat 500 miljardu dol\u0101ru kop\u0113jo izmaksu slieksni. Detaliz\u0113ta inform\u0101cija par to, k\u0101d\u0101 form\u0101 NVIDIA veiks invest\u012bcijas \u2013 vai t\u0101 b\u016bs \u010dipu pieg\u0101de, m\u0101ko\u0146kred\u012bti vai tie\u0161i naudas l\u012bdzek\u013ci \u2013 pagaid\u0101m nav preciz\u0113ta.<\/p>\n
MI izaugsmes spiediens un ekolo\u0123isk\u0101s probl\u0113mas<\/p>\n
OpenAI strauj\u0101 att\u012bst\u012bba, kas jau tagad lepojas ar vair\u0101k nek\u0101 700 miljoniem ikned\u0113\u013cas akt\u012bvo lietot\u0101ju, tie\u0161i stimul\u0113 nepiecie\u0161am\u012bbu p\u0113c tik mas\u012bvas infrastrukt\u016bras. \u0160\u012b partner\u012bbas pazi\u0146ojuma rezult\u0101t\u0101 NVIDIA akciju v\u0113rt\u012bba palielin\u0101j\u0101s par gandr\u012bz 4%, pievienojot aptuveni 170 miljardus dol\u0101ru uz\u0146\u0113muma tirgus kapitaliz\u0101cijai. Interesanti, ka nesen NVIDIA ar\u012b ieguld\u012bja 5 miljardus dol\u0101ru Intel, ieg\u016bstot 4% akciju un pl\u0101nojot kop\u012bgu serveru un PC risin\u0101jumu izstr\u0101di.<\/p>\n
Ta\u010du \u0161is projekts rada ar\u012b nopietnus jaut\u0101jumus par ener\u0123ijas pat\u0113ri\u0146u un t\u0101 ietekmi uz vidi. P\u0113c Starptautisk\u0101s Ener\u0123\u0113tikas a\u0123ent\u016bras apl\u0113s\u0113m, datu centri jau pat\u0113r\u0113 aptuveni 1.5% no pasaules elektroener\u0123ijas. Ja l\u012bdz 2030. gadam piepras\u012bjums sasniegs 945 teravatstundas (TWh), 10 GW jaudas infrastrukt\u016bra v\u0113l vair\u0101k saasin\u0101s \u0161o probl\u0113mu. Tehnolo\u0123iju giganti jau s\u0101k izskat\u012bt atomener\u0123ijas izmanto\u0161anas iesp\u0113jas: Microsoft 2024. gad\u0101 nosl\u0113dza vieno\u0161anos par Three Mile Island reaktora darb\u012bbas atjauno\u0161anu (835 MW jauda), bet Amazon Web Services ieg\u0101d\u0101j\u0101s datu centru net\u0101lu no Susquehanna atomelektrostacijas, lai nodro\u0161in\u0101tu pat\u0113ri\u0146u l\u012bdz pat 960 MW.<\/p>\n
NVIDIA un OpenAI partner\u012bba var\u0113tu 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, jaunu pakalpojumu par\u0101d\u012b\u0161anos un MI instrumentu liel\u0101ku produktivit\u0101ti. Tom\u0113r \u0161\u0101di apm\u0113ri prasa milz\u012bgas invest\u012bcijas un aktualiz\u0113 jaut\u0101jumus par ener\u0123\u0113tisko stabilit\u0101ti un ekolo\u0123isko ilgtsp\u0113ju, kas tuv\u0101kajos gados k\u013c\u016bs par galvenajiem izaicin\u0101jumiem visai industrijai.<\/p>\n","protected":false},"excerpt":{"rendered":"Gigantiskas invest\u012bcijas un v\u0113rien\u012bgs ener\u0123ijas pat\u0113ri\u0146\u0161: NVIDIA un OpenAI veido n\u0101kotnes AI infrastrukt\u016bru Tehnolo\u0123iju gigants NVIDIA ir gatavs…\n","protected":false},"author":2,"featured_media":23588,"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-23587","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\/23587","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=23587"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/posts\/23587\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/media\/23588"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/media?parent=23587"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/categories?post=23587"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/tags?post=23587"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}