Sarudzo yaNvidia yekuisa jekiseni Imwe mari inosvika mabhiriyoni maviri emadhora muCoreWeave Izvi zvinounza pfungwa itsva kuhondo yepasi rose yekudzora zvivakwa zvehungwaru hwekugadzira. Danho iri rinosimbisa hukama huripo pakati pekambani inotungamira mukugadzira chips nemumwe wemakambani aya. ma neocloud anonyanya kukosha pamusika, mumamiriro ezvinhu apo kudiwa kwesimba remakombiyuta kuri kuwedzera zvakanyanya pasi rose.
Nekutengeserana uku, Nvidia haingosimbisi chete chikamu chayo muCoreWeave, asiwo inowana mukana wekuwana nzvimbo dzedata dzakagadzirirwa iwe pachako kune vafambisi vayo veAI. Iri idanho rimwe muhurongwa hwekudyara mari pamwe chete. zvakaita sekudyara mari muSynopsys, iyo iri kutogadzira patsva mepu yemakomputa anoshanda zvakanyanya pasi rose.
Ruzivo rwekudyara mari uye shanduko mumasheya
Mupiro mutsva wemari wakanyorwa pachena kuburikidza nekutenga CoreWeave Class A common shares pamutengo wemadhora makumi masere nenomwe nemazana maviri ($87,20) pamugove wega wega. Kuongororwa uku kwakadzokororwa muzvinyorwa zvakasiyana-siyana zvenhau uye zvinyorwa zvakaburitswa nemakambani ese ari maviri, uye kunoshanda sechiratidzo chemusika maererano nekukwanisa kukura kwekambani yezvivakwa zvegore.
Nvidia yakanga isati yatanga kushanda uku. Chikamu cheCoreWeave chinodarika 6% zvishomaIyi inomiririra masheya angangoita mamiriyoni makumi maviri nemana, zvichitoiisa pakati pevadyidzani vakuru vezvemari vekambani. Nekutenga mamwe masheya angangoita mamiriyoni makumi maviri nematatu, masheya ayo anosvika 12%, zvichiita kuti ive nzvimbo yakanaka. mugovani wechipiri pakukura, iri shure kweMagnetar Financial fund.
Kuchinja uku kwave nemhedzisiro yakakurumidza pamisika: Migove yeCoreWeave yakawedzera neanopfuura 10%-15%. Mumaawa ekutanga ekutengeserana paNasdaq mushure mekunge chibvumirano chaziviswa, masheya acho akadarika $100 pachikamu chimwe nechimwe uye akakwidza mari yemusika kusvika pamadhora anodarika $47.000-53.000 bhiriyoni, zvichienderana neruzivo rwakasiyana.
Kune Nvidia, inova yatove kambani inotengeswa pachena ine mutengo wakaderera pasi rose Nekushandisa mari yakawanda pamusika, mari iyi chikamu chehurongwa hwakakura hwekutsigira zvakananga vatengi vakakosha vema graphic processors ayo uye mapuratifomu ekukurumidza emakombiyuta, nechinangwa chekuona kuti kune kugona kwakakwana kwenzvimbo dzedata dzakavakirwa zvinoenderana nezvinodiwa nemachipisi ayo.
Chinangwa: Simba reAI rinodarika magigawatts mashanu panosvika gore ra2030
Chibvumirano chikuru ndicho kuzvipira kuisa nzvimbo yedata yeAI inodarika magigawatts mashanu pakati pazvino kusvika mugore ra2030. Nzvimbo idzi, dzinowanzotsanangurwa se "AI mafekitari"Dzichagadzirwa uye dzichatarisirwa neCoreWeave, asi dzichavimba zvakanyanya netekinoroji yeNvidia.
Mari itsva iyi ichabvumira CoreWeave kukurumidza kutenga ivhu, kuwana zvibvumirano zvekupa magetsi padanho guru uye kuvaka zvivakwa zvinodiwa kuti pave nemaGPU clusters makuru uye masisitimu akasarudzika. Aya mainvestment anoda mari yakawanda, uko kuwana mari uye vadyidzani vanotsigirwa nemari kwakakosha.
Muchokwadi, aya magigawatts mashanu achashandiswa kushandira mabasa e kudzidziswa uye kufungidzira kwemhando dzeAI dzinogadzira Zviri kuramba zvichioma, kubva kumamodeli makuru emitauro kusvika kumasisitimu ekuona machini uye mapatya edhijitari emaindasitiri. Makambani etekinoroji, mapuratifomu ebasa regore, nemasangano emarudzi ese achakwanisa kurenda mukana uyu kuburikidza nemasevhisi eCoreWeave.
Chibvumirano chiripo hachitangi kubva pakutanga: munaGunyana, Nvidia yakanga yatozivisa nezve kutenga cloud computing inosvika mabhiriyoni matanhatu nehafu emadhora ($6.300 bhiriyoni) CoreWeave kusvika muna 2032. Kuwedzerwa kwemari itsva kunosimbisa hukama hwebhizinesi ihwohwo, hwakafanana nezvimwe zvibvumirano zvikuru zvegore. seyakaita neOpenAI neAWSzvichiita kuti CoreWeave ive imwe yemakambani anonyanya kukosha muNvidia ecosystem.
Kambani yedata center yakashanda mukuvaka zvivakwa yakagadzirirwa zvakananga kugara maNvidia acceleratorsIzvi zvinoisiyanisa nevanopa mabasa e "cloud" akajairika. Maitiro aya akaita kuti izviratidze se "neocloud" inotsvakwa zvikuru yekubatsira masevhisi eAI echizvarwa chinotevera, kusanganisira vatengi vekuEurope vari kutsvaga dzimwe nzira dzekushandisa panzvimbo pe "hyperscalers" dzechinyakare.
Tekinoroji dzeNvidia dziri kuuya kuCoreWeave
Mubatanidzwa uyu hauna kungova nechikamu chezvemari chete, asiwo une chikamu chakakosha chetekinoroji. CoreWeave ichave pakati pemakambani makuru. makambani ekutanga kutumira zvizvarwa zvitsva zvezvigadzirwa zveNvidia, mune maGPU nemaCPU uye masisitimu ekuchengetera data centers.
Pakati pemagadzirirwo ainogona kushandisa pachine nguva pane chikuva Rubinyakagadzirirwa mabasa makuru eAI; iyo CPU Vera, ma processor ekutanga erudzi urwu ayo Nvidia inopa sechipu yakazvimirira yemasevha; uye Masisitimu ekuchengetera zvinhu nekubatanidza eBluefield, ine chinangwa chekuvandudza traffic yedata uye kuchengetedzeka munzvimbo dzinoshanda zvakanyanya.
Kukosha uku mukuwana matekinoroji matsva kunoita kuti CoreWeave ive nzvimbo huru yekuyedza zvinhu zvitsva zveNvidiaIzvi zvinobvumira vatengi vazhinji kuyedza magadzirirwo matsva vasina kufanira kuvaka zvivakwa zvavo kubva pakutanga. Nekudaro, Nvidia inowana kuratidzwa kuri pachena kwemapuratifomu ayo emakombiyuta anokurumidza.
Mumashoko akabatanidzwa muzvinyorwa zvepamutemo zvenhau, jensen huangMuvambi uye CEO weNvidia akasimbirira kuti AI iri kutungamira kuendeswa kwezvivakwa zvetekinoroji zvakanyanya munhoroondoUye kuti vadyidzani vakaita seCoreWeave vanopa kukurumidza kwekuita uye hunyanzvi hunodiwa kuti zvienderane nezvinodiwa izvozvo.
Kune rimwe divi, Michael Intrator, muvambi pamwe chete uye CEO weCoreWeave, anosimbisa kuti kubudirira kweAI kunoenderana kubatanidza software, zvivakwa, uye mashandiro ese, uye kuti kuwedzera kwekushandira pamwe neNvidia kunopindura zviratidzo zvemusika: masisitimu eAI ari kuchinja kubva padanho rekuyedza kuenda kukugadzirwa kukuru, kusanganisira mapurojekiti achakanganisa zvakananga makambani nehutungamiriri hweEurope.
Kukanganisa kwaNvidia pamusika uye mari inoshandiswa
Kutsigirwa kwaNvidia kwave chinhu chikuru pamusika wemasheya. Mushure mekuziviswa uku, CoreWeave yakawana purofiti yakawanda paNasdaq, nekudzokororwa kwemitengo yemasheya angangoita 10%-15% mumaawa ekutanga ekutengeserana uye kuwedzera kukuru kwemutengo wayo wemasheya kubva pakutanga kwegore.
Zvichakadaro, migove yeNvidia yakaratidza hunhu huri pakati nepakati, nekuderera kudiki mukati mezuva izvo zvisingachinje chinzvimbo chayo se hofori chaiyo yeindasitiri yesemiconductorMari yayo yemusika inodarika $4,5 trillion, zvichiita kuti ikwanise kuita hurongwa hukuru hwekudyara mari mumakambani ese eAI value chain.
Mamwe mashoko ari muCoreWeave anowedzera ku kuzara kwezvibvumirano zvemamiriyoni akawanda emadhora Mumwedzi yapfuura: zvipikirwa zvekudyara zvinosvika mabhiriyoni zana emadhora zvakabatana nekuiswa kwezvivakwa zveOpenAI, zvibvumirano zvemari nekushandira pamwe nevagadziri vemachipisi nemakambani ekutaurirana, uye mibairo mumakambani ekugadzira software nesemiconductor anopedzisa ecosystem yayo.
Panguva imwe chete, Nvidia yakawedzera mabheti ayo pa Makambani matsva eAI akatarisana nekufungidzira uye kugadzira zvemukatikutora chikamu muzvirongwa zvekutsvaga mari kumakambani akaita seAnthropic, Baseten, neSynthesia. Mabasa ese aya, kunyangwe aine zvimwe zvinhu zvishoma, anozadzisa chinangwa chimwe chete: kuve nechokwadi chekuti mapurojekiti nemapuratifomu akawanda anoshandisa machipisi nemasisitimu avo.
Munyaya iyi, basa revanopa rubatsiro rwehunyanzvi vakaita seCoreWeave rakakosha zvikuru kune Vatengi vekuEurope nevekuSpain Vanoda mukana wekuwana maGPU clusters makuru kuti vadzidzise mamodheru, asi vangangoda neocloud yakatarisana chete neAI pane ma hyperscalers makuru anoshanda zvakanyanya.
Kukosha kweEurope nemikana muzvivakwa zveAI
Kunyangwe chibvumirano ichi chakaziviswa kubva kuUnited States, mhedzisiro yacho ichaonekwawo mumusika weEurope. Hutongi hwetekinoroji neruzivo muEuropean Union Izvi zvinosanganisira kuvimbisa kuti mayunivhesiti, nzvimbo dzekutsvagisa, makambani makuru, uye maSMEs etekinoroji achawana simba repamusoro rekushandisa pamakombiyuta.
CoreWeave, semupi wezvivakwa ane hunyanzvi, iri munzvimbo yekupa kugona kwekombiyuta kunoenderana nezvinodiwa nemutemo weEuropezvakaita sekuchengetedzwa kwedata kana kuvandudzwa kwenzvimbo dzedata dzinoenderana neindasitiri mune ramangwana. Kushanda pamwe chete neNvidia kunogona kubatsira kuvhurwa kana kuwedzerwa kwenzvimbo dzedata munzvimbo dzakakosha, chimwe chinhu chakakosha zvikuru kuzvikamu zvakaita sehutano, zvemari, uye indasitiri yemotokari.
KuSpain, uko mapurojekiti ari kusimudzirwa ma supercomputer uye maAI hubs Kutsigirwa nemari yeEurope, kuvapo kwe network yepasi rose yemafekitori eAI akavakirwa patekinoroji yeNvidia kunovhura mukana wekubatana kutsva pakati peveruzhinji nevega. Makambani emuno anogona kushandisa nzvimbo idzi dzedata kudzidzisa mamodheru avo pasina kuisa mari yakawanda muzvivakwa zvavo.
Panguva imwe chete, kubatanidzwa kwevatengesi vakuru vepasi rose kunomutsa gakava pamusoro pe kuvimba kwetekinoroji uye kuwanda kwesimba mumusikaVatongi vekuEurope vari kunyatsoongorora kuti mibatanidzwa iyi yakarongwa sei uye kuti ingave nemigumisiro yei pamakwikwi uye mukana wakaenzana wekushandisa simba remakombiyuta.
Chero zvazvingava, kusimbiswa kwehukama pakati peNvidia neCoreWeave chikamu chemaitiro akajeka: zvinodiwa neAI zvivakwa zvakakura, zvine hunyanzvi hwakanyanya uye zvakaparariraUye vatambi vakuru muchikamu ichi vari kutora matanho ekutora nzvimbo dzine simba musika usati wakura.
Chibvumirano icho Nvidia inoshandisa mari inosvika mabhiriyoni maviri emadhora muCoreWeave pamadhora makumi masere nenomwe nemazana maviri emadhora pachikamu chimwe nechimwe, ichipeta kaviri chikamu chayo kusvika pa12% uye ichizvipira kupa simba kune anopfuura magigawatt mashanu eAI data centers panosvika gore ra2030, chave chimwe chezviratidzo zvakajeka zvekuti vanopa machipisi makuru neneoclouds vari kuumba sei mubatanidzwa wekutonga zvivakwa zvichatsigira fungu rinotevera rehungwaru hwekugadzira pasi rose, zvine zvazvinoreva zvakananga kuhupfumi netekinoroji yeEurope.