{"id":6140,"date":"2025-09-27T09:03:14","date_gmt":"2025-09-27T09:03:14","guid":{"rendered":"https:\/\/www.europesays.com\/lv\/6140\/"},"modified":"2025-09-27T09:03:14","modified_gmt":"2025-09-27T09:03:14","slug":"100-miljardi-dolaru-mi-infrastrukturas-attistibai-lente-lv-2","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/lv\/6140\/","title":{"rendered":"100 miljardi dol\u0101ru MI infrastrukt\u016bras att\u012bst\u012bbai\u00a0\u2014\u00a0Lente.lv"},"content":{"rendered":"<p>Gigantiskas invest\u012bcijas m\u0101ksl\u012bg\u0101 intelekta n\u0101kotn\u0113: NVIDIA un OpenAI veido strat\u0113\u0123isku aliansi<\/p>\n<p>Revolucion\u0101ri jaunumi tehnolo\u0123iju pasaul\u0113! NVIDIA, glob\u0101lais l\u012bderis un novators GPU tehnolo\u0123ij\u0101s, gatavojas ieguld\u012bt iespaid\u012bgu summu l\u012bdz pat 100 miljardiem ASV dol\u0101ru uz\u0146\u0113mum\u0101 OpenAI, kas strauji k\u013cuvis par m\u0101ksl\u012bg\u0101 intelekta (MI) p\u0113t\u012bjumu un att\u012bst\u012bbas epicentru. \u0160\u012b v\u0113rien\u012bg\u0101 vieno\u0161an\u0101s nav tikai finansi\u0101ls dar\u012bjums; t\u0101 iez\u012bm\u0113 jaunas \u0113ras s\u0101kumu MI infrastrukt\u016bras veido\u0161an\u0101, paredzot jaunu datu centru izveidi, kas b\u016bs nepiecie\u0161ami sare\u017e\u0123\u012btu MI mode\u013cu apm\u0101c\u012bbai un darb\u012bbai.<\/p>\n<p>P\u0113c nosl\u0113gt\u0101 nodomu v\u0113stules, ko parakst\u012bju\u0161as abas puses, pl\u0101nots ieviest NVIDIA sist\u0113mas n\u0101kam\u0101s paaudzes OpenAI infrastrukt\u016brai, kas sp\u0113s nodro\u0161in\u0101t elektroener\u0123ijas jaudu vismaz 10 gigavatus (GW). Lai lab\u0101k izprastu \u0161o apjomu, iedom\u0101jieties, ka tik daudz ener\u0123ijas sp\u0113tu nodro\u0161in\u0101t elektr\u012bbu miljoniem m\u0101jsaimniec\u012bbu vienlaikus. Tas ir l\u012bdzv\u0113rt\u012bgi aptuveni desmit atomreaktoru jaudai \u2013 skaitlis, kas patie\u0161\u0101m liek aizdom\u0101ties par tehnolo\u0123iju progresu.<\/p>\n<p>Strat\u0113\u0123isk\u0101 neatkar\u012bba un ambiciozi pl\u0101ni<\/p>\n<p>\u0160\u012b cie\u0161\u0101 sadarb\u012bba sniedz OpenAI jaunu neatkar\u012bbas pak\u0101pi, mazinot t\u0101s piln\u012bgo atkar\u012bbu no Microsoft, kas joproj\u0101m ir t\u0101s galvenais investors un galvenais m\u0101ko\u0146pakalpojumu sniedz\u0113js. Atcer\u0113simies, ka jau janv\u0101r\u012b Microsoft veica izmai\u0146as partner\u012bbas nosac\u012bjumos, at\u013caujot OpenAI att\u012bst\u012bt papildu infrastrukt\u016bru ar\u012b ar citu partneru pal\u012bdz\u012bbu. Kop\u0161 t\u0101 laika OpenAI akt\u012bvi str\u0101d\u0101 pie vair\u0101kiem v\u0113rien\u012bgiem datu centru projektiem, viens no tiem ir iespaid\u012bgais \u201cStargate\u201d projekts, kura bud\u017eets tiek l\u0113sts 500 miljardu ASV dol\u0101ru apm\u0113r\u0101.<\/p>\n<p>NVIDIA savuk\u0101rt uzsver, ka jaun\u0101 vieno\u0161an\u0101s lieliski papildina OpenAI eso\u0161\u0101s partner\u012bbas ar t\u0101diem gigantiem k\u0101 Microsoft, Oracle un SoftBank. Sem Altmans, OpenAI l\u012bdzdibin\u0101t\u0101js un izpilddirektors, \u0161ai sakar\u0101 nor\u0101d\u012bja: \u00abApr\u0113\u0137inu jauda ir visa pamat\u0101. Infrastrukt\u016bra k\u013c\u016bs par n\u0101kotnes ekonomikas pamatu, un m\u0113s to izmantosim jauniem pav\u0113rsieniem MI jom\u0101 un pla\u0161ai t\u0101 ieg\u016b\u0161anai.\u00bb<\/p>\n<p>Tehnolo\u0123isk\u0101 revol\u016bcija un jaun\u0101k\u0101s NVIDIA inov\u0101cijas<\/p>\n<p>Saska\u0146\u0101 ar pl\u0101nu, pirm\u0101 infrastrukt\u016bras k\u0101rta, kas darbosies uz NVIDIA Vera Rubin platformas (iesp\u0113jams, ar\u012b Rubin Ultra), s\u0101ks darboties 2026. gada otraj\u0101 pus\u0113. \u0160\u012b platforma pied\u0101v\u0101s jaud\u012bgus pa\u0101trin\u0101t\u0101jus ar 76 terabaitu (TB) HBM4 atmi\u0146u, kas sp\u0113s veikt gan lo\u0123isko secin\u0101\u0161anu (inference) FP4 oper\u0101cij\u0101s ar \u0101trumu 3,6 ekzaflopus, gan apm\u0101c\u012bbu (training) FP8 oper\u0101cij\u0101s ar \u0101trumu 1,2 ekzaflopus. Rubin un Vera procesori, kas tika prezent\u0113ti augusta beig\u0101s un tiek ra\u017eoti TSMC r\u016bpn\u012bc\u0101s, ir apr\u012bkoti ar vismodern\u0101kaj\u0101m tehnolo\u0123ij\u0101m.<\/p>\n<p>Ta\u010du tas v\u0113l nav viss! Paredzams, ka Rubin Ultra demonstr\u0113s v\u0113l iespaid\u012bg\u0101ku veiktsp\u0113ju: 15 ekzaflopus FP4 oper\u0101cij\u0101s lo\u0123iskajai secin\u0101\u0161anai un 5 ekzaflopus FP4 oper\u0101cij\u0101s apm\u0101c\u012bbai. \u0160ie skait\u013ci tiek pan\u0101kti, izmantojot 14 GPU GB300 un neticami lielu \u2013 365 TB HBM4e atmi\u0146u.<\/p>\n<p>Milz\u012bgie apjomi un finansi\u0101lais sp\u0113ks<\/p>\n<p>\u0160\u012b projekta m\u0113rogs ir patie\u0161\u0101m bezprecedents. Jensen Huangs, NVIDIA vad\u012bt\u0101js, atkl\u0101ja, ka 10 GW jaudas izmanto\u0161ana noz\u012bm\u0113 aptuveni 4-5 miljonu grafisko procesoru darb\u012bbu \u2013 tas ir gandr\u012bz tikpat, cik NVIDIA pieg\u0101d\u0101 gada laik\u0101, un divas reizes vair\u0101k nek\u0101 iepriek\u0161\u0113j\u0101 gad\u0101. Lai sal\u012bdzin\u0101tu, liel\u0101k\u0101 da\u013ca m\u016bsdienu datu centru pat\u0113r\u0113 vien 50-100 megavatus (MW) ener\u0123ijas, reti sasniedzot pat 1 GW. Pl\u0101not\u0101s OpenAI jaudas iev\u0113rojami p\u0101rsniegs pat liel\u0101k\u0101s eso\u0161\u0101s infrastrukt\u016bras, piel\u012bdzinoties ener\u0123ijas pat\u0113ri\u0146am vair\u0101k\u0101m liel\u0101m pils\u0113t\u0101m.<\/p>\n<p>Finansi\u0101l\u0101 puse ir tikpat iespaid\u012bga. Huangs iepriek\u0161 bija nor\u0101d\u012bjis, ka 1 GW datu centra izb\u016bve izmaks\u0101 50-60 miljardus ASV dol\u0101ru, no kuriem apm\u0113ram 35 miljardi tiek atv\u0113l\u0113ti NVIDIA \u010dipiem un sist\u0113m\u0101m. L\u012bdz ar to 10 GW infrastrukt\u016bras rad\u012b\u0161ana var\u0113tu p\u0101rsniegt 500 miljardus ASV dol\u0101ru kop\u0113jo izmaksu. Detaliz\u0113t\u0101ka inform\u0101cija par to, k\u0101d\u0101 form\u0101 NVIDIA sniegs invest\u012bcijas \u2013 k\u0101 mikrosh\u0113mas, m\u0101ko\u0146a kred\u012btus vai skaidru naudu \u2013 v\u0113l nav atkl\u0101ta.<\/p>\n<p>L\u012bdz\u0161in\u0113j\u0101 izaugsme un jauni izaicin\u0101jumi<\/p>\n<p>OpenAI strauj\u0101 izaugsme, kas tagad lepojas ar vair\u0101k nek\u0101 700 miljoniem ikned\u0113\u013cas akt\u012bvo lietot\u0101ju, nep\u0101rprotami stimul\u0113 nepiecie\u0161am\u012bbu p\u0113c \u0161\u0101das m\u0113roga infrastrukt\u016bras. \u0160\u012bs partner\u012bbas izzi\u0146o\u0161ana jau izrais\u012bja NVIDIA akciju strauju k\u0101pumu par gandr\u012bz 4% pirmdien, pie\u0161\u0137irot uz\u0146\u0113mumam aptuveni 170 miljardus ASV dol\u0101ru tirgus kapitaliz\u0101cijas pieaugumu. V\u0113rts piemin\u0113t, ka NVIDIA nesen invest\u0113ja 5 miljardus ASV dol\u0101ru uz\u0146\u0113mum\u0101 Intel, ieg\u016bstot 4% t\u0101 akciju un pl\u0101nojot kop\u012bgu serveru un person\u0101lo datoru risin\u0101jumu izstr\u0101di.<\/p>\n<p>Tom\u0113r \u0161\u0101ds v\u0113rien\u012bgs projekts neizb\u0113gami aktualiz\u0113 jaut\u0101jumus par ener\u0123ijas pat\u0113ri\u0146u un ietekmi uz vidi. Starptautisk\u0101s Ener\u0123\u0113tikas a\u0123ent\u016bras apl\u0113ses liecina, 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. \u0160aj\u0101 kontekst\u0101 tehnolo\u0123iju giganti arvien bie\u017e\u0101k s\u0101k piev\u0113rsties atomener\u0123ijai: Microsoft 2024. gad\u0101 nosl\u0113dza vieno\u0161anos par Three Mile Island reaktora (835 MW) darb\u012bbas atjauno\u0161anu, savuk\u0101rt Amazon Web Services ieg\u0101d\u0101j\u0101s datu centru net\u0101lu no Susquehanna atomelektrostacijas, lai nodro\u0161in\u0101tu l\u012bdz pat 960 MW pat\u0113ri\u0146u.<\/p>\n<p>N\u0101kotnes perspekt\u012bvas un aktu\u0101lie jaut\u0101jumi<\/p>\n<p>Sadarb\u012bba starp NVIDIA un OpenAI 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 liel\u0101ku m\u0101ksl\u012bg\u0101 intelekta r\u012bku produktivit\u0101ti. Ta\u010du vienlaikus \u0161\u0101di m\u0113rogi prasa milz\u012bgas invest\u012bcijas un rada svar\u012bgus jaut\u0101jumus par ener\u0123ijas stabilit\u0101ti un ekolo\u0123isko ilgtsp\u0113j\u012bbu, kas tuv\u0101kajos gados k\u013c\u016bs par galvenajiem izaicin\u0101jumiem visai nozarei.<\/p>\n","protected":false},"excerpt":{"rendered":"Gigantiskas invest\u012bcijas m\u0101ksl\u012bg\u0101 intelekta n\u0101kotn\u0113: NVIDIA un OpenAI veido strat\u0113\u0123isku aliansi Revolucion\u0101ri jaunumi tehnolo\u0123iju pasaul\u0113! NVIDIA, glob\u0101lais l\u012bderis&hellip;\n","protected":false},"author":2,"featured_media":6141,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[16],"tags":[77,76,769,790,35,39,38,36,37,34,40,87,197,1463],"class_list":{"0":"post-6140","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-investicijas","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\/6140","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=6140"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/posts\/6140\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/media\/6141"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/media?parent=6140"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/categories?post=6140"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/tags?post=6140"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}