Nvidia akciju kritums: Meta izv\u0113le par labu Google mikrosh\u0113m\u0101m maina AI sp\u0113les noteikumus<\/p>\n
Nvidia akciju v\u0113rt\u012bba piedz\u012bvojusi kritumu p\u0113c zi\u0146\u0101m, ka soci\u0101lo mediju gigants Meta (Facebook un Instagram \u012bpa\u0161nieks) apsver miljardus v\u0113rta invest\u012bciju novirz\u012b\u0161anu uz Google izstr\u0101d\u0101taj\u0101m m\u0101ksl\u012bg\u0101 intelekta (MI) mikrosh\u0113m\u0101m. \u0160is potenci\u0101lais solis signaliz\u0113 par iesp\u0113jam\u0101m izmai\u0146\u0101m Nvidia ilgsto\u0161aj\u0101 domin\u0113jo\u0161aj\u0101 poz\u012bcij\u0101 MI aparat\u016bras tirg\u016b, kas l\u012bdz \u0161im bijusi gandr\u012bz monokultur\u0101la.<\/p>\n
Nvidia akcijas uzr\u0101d\u012bja gandr\u012bz 4% kritumu NASDAQ bir\u017e\u0101, sasniedzot aptuveni 175,44 ASV dol\u0101rus, kas ir iev\u0113rojami zem\u0101k par oktobra beigu virsotn\u0113m, kad t\u0101s sniedz\u0101s l\u012bdz 212 ASV dol\u0101riem. Tirgus bija \u012bpa\u0161i akt\u012bvs p\u0113cpusdienas tirdzniec\u012bbas sesij\u0101, kur\u0101 tika veikti vair\u0101k nek\u0101 250 miljoni dar\u012bjumu.<\/p>\n
Domin\u0113jo\u0161\u0101s poz\u012bcijas izaicin\u0101jums MI pasaul\u0113<\/p>\n
Liel\u0101ko da\u013cu \u0161\u012b gada Nvidia tika slav\u0113ta k\u0101 MI sacens\u012bbu uzvar\u0113t\u0101ja. T\u0101s mikrosh\u0113mas, \u012bpa\u0161i H100 GPU (grafikas apstr\u0101des vien\u012bba), k\u013cuva par neaizst\u0101jamu pamatu gandr\u012bz visiem noz\u012bm\u012bg\u0101kajiem MI mode\u013ciem. Tas ne tikai nodro\u0161in\u0101ja komp\u0101nijai gandr\u012bz monopolst\u0101vokli tirg\u016b, bet ar\u012b pac\u0113la to vienas v\u0113rt\u012bg\u0101ko pasaules firmu vid\u016b. Ta\u010du \u0161is zi\u0146ojums liecina, ka s\u0101kas jauns laikmets.<\/p>\n
At\u0161\u0137ir\u012bb\u0101 no Nvidia visp\u0101r\u0113j\u0101s lieto\u0161anas GPU, kas s\u0101kotn\u0113ji tika izstr\u0101d\u0101tas grafikas render\u0113\u0161anai un v\u0113l\u0101k piel\u0101gotas MI vajadz\u012bb\u0101m, Google TPU (Tensor Processing Units) ir speci\u0101li procesori, kas rad\u012bti no pa\u0161a s\u0101kuma gandr\u012bz vien\u012bgi ma\u0161\u012bnm\u0101c\u012b\u0161an\u0101s uzdevumiem. Tas padara tos iev\u0113rojami \u0101tr\u0101kus un efekt\u012bv\u0101kus noteikta veida MI darb\u012bb\u0101s. \u0160\u012b tirgus dinamika nor\u0101da, ka, lai gan Nvidia pieredze mikrosh\u0113mu ra\u017eo\u0161an\u0101 nodro\u0161in\u0101ja tai liel\u0101ko da\u013cu s\u0101kotn\u0113j\u0101 investoru interese, tagad pasaules liel\u0101kie MI aparat\u016bras pirc\u0113ji akt\u012bvi mekl\u0113 alternat\u012bvas, kas ir tie\u0161i piel\u0101gotas MI.<\/p>\n
TPU k\u0101 uzticama alternat\u012bva: ko tas noz\u012bm\u0113 n\u0101kotnei?<\/p>\n
Saska\u0146\u0101 ar zi\u0146ojumu, Meta izskata iesp\u0113ju savos datu centros s\u0101kt izmantot Google TPU jau no 2027. gada. Turkl\u0101t tiek apsv\u0113rta iesp\u0113ja iznom\u0101t TPU resursus caur Google Cloud jau n\u0101kamgad. Ir svar\u012bgi saprast, ka Google TPU nav univers\u0101li procesori; tie nesp\u0113j aizst\u0101t CPU vai GPU parastos skait\u013co\u0161anas darbos, kas nav saist\u012bti ar ma\u0161\u012bnm\u0101c\u012b\u0161anos vai MI. Tom\u0113r, kad runa ir par MI, to efektivit\u0101te ir iev\u0113rojama.<\/p>\n
\u0160\u012b situ\u0101cija rada ba\u017eas par to, vai agr\u0101k priorit\u0101te bijusi datoru un kl\u0113pjdatoru procesoriem, bet tagad investoru uzman\u012bba arvien vair\u0101k piev\u0113r\u0161as specializ\u0113tiem MI risin\u0101jumiem. Vai tas ir Nvidia monopola gals? Tirgus anal\u012bti\u0137i l\u0113\u0161, ka Nvidia joproj\u0101m kontrol\u0113 aptuveni 80-90%, da\u017ek\u0101rt pat 95% MI pa\u0101trin\u0101t\u0101ju tirgus ar sav\u0101m H100 un H200 GPU. Meta pati pag\u0101ju\u0161aj\u0101 gad\u0101 zi\u0146oja par pl\u0101niem ieg\u0101d\u0101ties vair\u0101k nek\u0101 350 000 H100 mikrosh\u0113mu \u2013 tas apliecina gan apm\u0113ru, gan atkar\u012bbu no viena pieg\u0101d\u0101t\u0101ja.<\/p>\n
V\u0113rien\u012bgi iepirkumi un pieg\u0101des riski<\/p>\n
Lai gan Nvidia GPU netiks piln\u012bb\u0101 aizmirstas, iz\u0161\u0137iro\u0161ais faktors MI sacens\u012bb\u0101s ir apjoms. Nvidia mikrosh\u0113mu cena un veiktsp\u0113ja vairs nav tik pievilc\u012bga lielajiem datu centru operatoriem (hyperscalers), kuri cen\u0161as nodro\u0161in\u0101t pla\u0161u un stabilu mikrosh\u0113mu pieg\u0101di savu MI projektu papla\u0161in\u0101\u0161anai. Ja Nvidia nesp\u0113s pietiekami ra\u017eot, \u0161ie uz\u0146\u0113mumi v\u0113las izvair\u012bties no atkar\u012bbas no viena pieg\u0101d\u0101t\u0101ja. TPU pied\u0101v\u0101 \u0161iem lielajiem pirc\u0113jiem otru pieg\u0101des avotu, samazinot pieg\u0101des riskus un vienlaikus dodot vi\u0146iem ar\u012b liel\u0101ku sviru cenu noteik\u0161an\u0101. Pat neliela piepras\u012bjuma p\u0101rdale no t\u0101da giganta k\u0101 Meta apm\u0113ra var\u0113tu b\u016btiski ietekm\u0113t visas nozares noska\u0146ojumu.<\/p>\n
Google strat\u0113\u0123iskais solis un MI n\u0101kotne<\/p>\n
Google \u0161ie tirgus satricin\u0101jumi ir \u013coti labv\u0113l\u012bgi, jo tie atbalsta uz\u0146\u0113muma ilgtermi\u0146a m\u0113r\u0137i padar\u012bt TPU par komerci\u0101lu produktu. S\u0101kotn\u0113ji rad\u012bti pirms vair\u0101k nek\u0101 desmit gadiem k\u0101 speci\u0101las integr\u0101l\u0101s sh\u0113mas (ASIC) ma\u0161\u012bnm\u0101c\u012b\u0161an\u0101s uzdevumiem un izmantoti tikai Google iek\u0161ien\u0113, TPU tagad tiek pied\u0101v\u0101ti ar\u012b \u0101r\u0113jiem klientiem. Dar\u012bjums ar Anthropic, kas paredz pieg\u0101d\u0101t l\u012bdz pat vienam miljonam TPU, ir noz\u012bm\u012bgs solis, padarot tos par re\u0101lu alternat\u012bvu Nvidia GPU gan MI mode\u013cu apm\u0101c\u012bbai, gan to pielieto\u0161anai.<\/p>\n","protected":false},"excerpt":{"rendered":"Nvidia akciju kritums: Meta izv\u0113le par labu Google mikrosh\u0113m\u0101m maina AI sp\u0113les noteikumus Nvidia akciju v\u0113rt\u012bba piedz\u012bvojusi kritumu…\n","protected":false},"author":2,"featured_media":59500,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[16],"tags":[15818,77,76,15817,35,39,38,36,37,34,40,4117,7806,197],"class_list":{"0":"post-59499","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-bizness","8":"tag-ai-tirgus","9":"tag-bizness","10":"tag-business","11":"tag-google-tpu","12":"tag-latvia","13":"tag-latvian","14":"tag-latviesu","15":"tag-latviesu-valoda","16":"tag-latviesuvaloda","17":"tag-latvija","18":"tag-lv","19":"tag-meta","20":"tag-mi-mikroshemas","21":"tag-nvidia"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@lv\/115620190875266086","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/posts\/59499","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=59499"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/posts\/59499\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/media\/59500"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/media?parent=59499"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/categories?post=59499"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/tags?post=59499"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}