Nvidia yatora rimwe danho rekubatanidza chinzvimbo chayo muartificial intelligence ecosystem ine $2.000 bhiriyoni jekiseni muSynopsysRimwe remazita makuru mune software yekugadzira semiconductors uye yakaoma yemagetsi masisitimu. Kufamba uku kunouya panguva iyo musika uri kushamisika kana iyo AI yekupenga iri kugadzira bubble, asi kambani yaJensen Huang inosimbirira kuti kutorwa kwechokwadi uye kukuru.
Basa racho rakarongwa kuburikidza nekutenga kwe Synopsys migove yakajairwa pamadhora mazana mana nemakumi mana nemakumi mana neshanu pachikamu chimwe nechimweIzvi zvinopa Nvidia ingangoita 2,6% yetekinoroji yayo capital capital. Nekufamba uku, mugadziri weGPU haangosimbaradza mubatanidzwa wemakore akawanda chete asiwo anowedzera network yayo yekuyambuka-kugovanisa mumafemu akakosha eAI, kusanganisira mazita akaita seOpenAI, Intel, uye Nokia, zvine chekuita zvakare muEurope nemisika yemari yenyika.
Tsanangudzo yekudyara uye kuita kwemusika
Zvinoenderana nezvirevo kubva kumakambani ese ari maviri, Nvidia akagovera $ 2.000 bhiriyoni (inenge € 1.715-1.720 bhiriyoni) pakutora Synopsys common shares. Mutengo wakabvumiranwa, $ 414,79 pamugoveIzvi zvinomiririra kuderedzwa kudiki kwakapoteredza 0,8% kana zvichienzaniswa nemutengo wekupedzisira wekuvhara usati waziviswa, izvo zvinotsikirira kuti iyi chibvumirano chekutengeserana uye kwete nyore kutenga pamusika.
Mushure mekunge oparesheni yazivikanwa, Migove yeSynopsy yakabata nekubudirira kwakasimbaPakuvhurwa kweNasdaq, ivo vakakwira pakati pe5% ne7,4%, vachisvika pamadhora mazana mana nemakumi mana nepfumbamwe. Nvidia, kune chikamu chayo, yakanyoreswa mamwe mafambiro ari pakati nepakatiNekuwedzera kudiki kunosvika 1% mune mamwe masesheni uye zvipingamupinyi zvidiki mune vamwe, mumamiriro ekutora purofiti mushure mekunge vasvika munhoroondo dzepamusoro nguva pfupi yapfuura.
Zvakakodzera kuyeuka kuti Nvidia parizvino iyo inonyanya kukosha pasi rose kambani inotengeswa pachena nemusika capitalizationKupfuura hofori dzakaita seApple, Alphabet, neMicrosoft. Zvakadaro, migove yayo yadonha kupfuura 17% kubva pakakwirira pamadhora mazana maviri nemakumi maviri nemaviri mukupera kwaGumiguru, nhanho yakaiisa pamusoro peiyo. mabhiriyoni mashanu emadhora, nhamba yakabva yaramba.
Iko mari muSynopsys haisi yekutonga kutora kana chibvumirano chakasarudzika; zviri chikamu chevashoma iyo inotsvaga kuenzanisa zvido uye kukurudzira kubatana kwekusimudzira matekinoroji epamberi chip uye system dhizaini. Munyaya dzemari chete, mari yemadhora mabhiriyoni maviri emadhora yakakosha, asi inotadza kuita zvimwe zvisungo senge pasuru inogona kusvika mabhiriyoni zana emadhora yakatemerwa OpenAI.
Kune misika yeEurope, kunyanya kune vanoisa mari kuSpain vakafumurwa mari yepasi rose tekinoroji kana semiconductor ETFs, Mhando iyi yekushanda inosimbisa rondedzero yenguva refu yeAI seinjini yekukura, kunyangwe ichiwedzera gakava pamusoro pekukosha uye njodzi mune inowedzera yakanamirwa chikamu.
Ndiani Synopsys uye nei aine hurongwa?
Synopsys inozivikanwa se imwe yevakuru pasi rose vanopa zvemagetsi dhizaini otomatiki (EDA) software uye masevhisi anoenderana. Zvishandiso zvayo zvinoshandiswa kugadzira, kugadzirisa, uye kusimbisa kubva kubva kumakombuta machipisi kusvika kuzadzisa masisitimu, kusanganisira zvinhu zvinoshandiswa muzvikamu zvakaita seaerospace, mota, indasitiri inorema kana kunyangwe hutano hwehutano.
Mukuita, mhinduro dzavo dzinobvumira mainjiniya nyatso tevedzera madhizaini akaomarara Usati wadyara mune zvemuviri prototypes, chikamu chinowanzo nonoka uye chinodhura, aya masimulation anogona kutora mavhiki kuti amhanye pamaCPU echinyakare, achidzikamisa kukurumidza kwehunyanzvi hwemakambani mazhinji eEurope nepasirese anovimba nemaitiro aya kugadzira zvigadzirwa zvitsva.
Iyo kambani, ine yakabatanidzwa kuvapo muUS, zvakare ine yakakosha kuvapo muEurope kuburikidza semiconductor dhizaini nzvimbovagadziri vemotokari uye mapoka emaindasitiri Ivo vanoshandisa software yavo kuderedza nguva dzekusimudzira uye kugadzirisa kuvimbika kwezvigadzirwa zvavo. Makambani eEurope ari mumagetsi emagetsi, akabatana emotokari, uye zvikamu zvekudzivirira anowanzo shandisa aya marudzi ezvishandiso kutevedzera mirau uye zvitupa dhizaini.
Kuwedzera kune chip dhizaini, Synopsys Inosimbisa kuchengetedzwa kwesoftware uye kusimbiswa kwehardware.Kuona kuti ma processor uye maseketi akasanganiswa achaita chaizvo sezvanga zvichitarisirwa kana vasvika mukugadzirwa kwakawanda. Icho chidimbu chinyararire asi chakakosha muketani yekukosha kubva kupfungwa kuenda kune yekupedzisira chigadzirwa.
Muchirevo chechinyorwa chino, Nvidia kuve mugovani akakosha mune yakadaro yepakati ecosystem mupi zvinoreva nzira yehungwaru pakati peiyo hardware layer (GPUs) uye yekugadzira maturusi layerKune vatengi vekuEurope, izvi zvinogona kududzira mumhinduro dzakabatanidzwa uye nguva pfupi dzekusimudzira, kunyangwe zvichidawo kutarisa zvinogona kutsamira tekinoroji.
Chinangwa: kushandura dhizaini neAI uye inomhanyisa komputa
Kupfuura nhamba yekudyara, iyo yepakati meseji yechibvumirano ndeyekuti Nvidia uye Synopsys vanoda kushandura nzira iyo zvigadzirwa zvakagadzirwa uye kuedzwa mumhando dzose dzemaindasitiri. Urongwa hunosanganisira kuunza GPU-yakawedzera komputa uye AI pamwoyo wezvishandiso zveinjiniya, zvishoma nezvishoma kutsiva zvekare-CPU-based process neGPU-based workflows.
Zvinoenderana nemakambani ese ari maviri, mubatanidzwa wakawedzerwa unotsvaka kushandura dhizaini uye engineering muzvikamu zvakaita semiconductors, marobhoti, mota, aerospace, simba, hutano nekugadzira.Zvikwata zveR&D zvinosangana nematambudziko ari kuwedzera: kuomarara kweprojekiti, kuomarara kufambiswa kwebasa, kukwira kwemitengo yebudiriro, uye kumanikidza kuunza zvigadzirwa kumusika nekukurumidza.
Iko kubatana kwakanangana nekubatanidza akakosha eNvidia matekinoroji muSynopsys mhinduro, senge CUDA-X, AI-Fizikisi, Omniverse uye CosmosMukuita, izvi zvinobvumira mhanyisa zvakanyanya komputa-yakanyanya maapplication ayo makambani atoshandisa nhasi kumabasa akadai se chip dhizaini, kuisirwa kwemuviri, mamolecular simulations, electromagnetic ongororo kana optical simulation.
Imwe yemazano akakosha echibvumirano kugadzira uye kushandiswa kwe akanyatso dhijitari mapatyaAya ndiwo maratidziro chaiwo emasisitimu emuviri anoita zvakada kufanana nevamwe vavo vepasirese. Nekuda kwekukurumidza komputa, mapatya aya achakwanisa kutevedzera zvese kubva pamaitiro emaatomu uye transistors kusvika pakuita kwese masisitimu, senge mota kana mitsetse yekugadzira.
Makambani anopokana kuti chiono ichi chinobvumira zvikwata zveinjiniya kugadzira, kutevedzera, uye kuona zvigadzirwa zvakangwara nekurongeka kukuru, nekumhanya kukuru, uye nemutengo wakaderera.Kumaindasitiri eEuropean zvikamu - kubva kuGerman mota kusvika kuFrench aeronautics kana zveSpanish zvemagetsi - kusvetuka kwakadaro kunogona kumiririra mukana wakakura wemakwikwi pamusoro pemamwe mabhuroka ehupfumi.
Kudyidzana kwetekinoroji kuchagadziriswa sei?
Padivi rehunyanzvi, chibvumirano chinoti Synopsys ichamhanyisa zvakanyanya portfolio yayo yekombuta-yakanyanya maapplication kushandisa Nvidia CUDA-X maraibhurari uye AI-Fizikisi tekinorojiZvishandiso izvi zvakagadzirirwa kukwidziridza mashandiro eGPU uye kushandisa mamodheru ehungwaru kune zvinhu zvakaomarara zvemuviri.
Iyo software kambani ichabatanidzawo mapuratifomu Nvidia Omniverse uye Nvidia Cosmos kuvandudza nharaunda dzekufananidza uye chizvarwa chinotevera mapatya edhijitari. Izvi zvichagonesa itsva chaiyo dhizaini, kuyedza, uye yekusimbisa mafambiro ekushanda mumaindasitiri akasiyana semiconductors, marobhoti, mota kana chikamu chesimba.
Chibvumirano chinosanganisira kubatana mu computational engineering uye kushambadzira kwakabatanaPfungwa iyi ndeyeNvidia neSynopsys kuti vape mhinduro dzakabatanidzwa kune vatengi vavo, kugovana ruzivo rwehunyanzvi, uye kuronga zvirongwa zvekutengesa uye zvegore, ukuwo kusanganisira mamwe ecosystem vanobatana.
Chinhu chakakosha icho makambani maviri akasimbisa ndechekuti mubatanidzwa hausi wegaSynopsys icharamba ichishanda nemamwe makambani echip, anosanganisira AMD neIntel, uye Nvidia ichachengetedza kudyidzana kwayo nevamwe vanopa EDA vakaita seCadence Design. Izvi zvakaitirwa kudzikamisa kutya kweyakavharwa yekupinda mutemo kana nzira yekudzivirira chete pamakwikwi.
Sekureva kwevatariri, kuvhurwa uku kwakakoshawo kune vatengi vekuEurope maindasitiri, vazhinji vavo vanoshanda neiyo hybrid architecture uye. Ivo vanofanirwa kukwanisa kusarudza vakasununguka pakati peakasiyana hardware uye software vanopa pasina kusungirirwa papuratifomu imwe chete. Muchirevo, kubatana neNvidia kunofanirwa kuwedzera simba rekombuta uye sarudzo dzeAI pasina kumanikidza kukiya-mukati.
CEO zvirevo uye iyo AI bubble gakava
Jensen Huang, muvambi uye CEO weNvidiaAkagara achipokana kuti hakuna hunyanzvi hwekugadzira bubble, asi kukurumidza kuita kwehunyanzvi huchapinda mumaindasitiri ese. Mukuru anosimbisa kuti GPU-yakawedzera komputa uye iyo CUDA ecosystem Vari kushandura dhizaini yechigadzirwa nekugonesa kuenzanisa pachiyero uye nekumhanya izvo zvaimbove zvisingafungidzike.
Huang akatsanangura kuti, nekuda kwekugona uku, zvinogoneka tevedzera zvese kubva kumaatomu kusvika kuzere emagetsi masisitimukugadzira zvizere dijitari mapatya mukati mekombuta. Thesis yavo ndeyekuti, nekubatanidza AI nesimba reGPUs, mainjiniya anozokwanisa kugadzira zvigadzirwa zvepamberi zvinogadzira musika mumakore anotevera.
Nvidia's top executive yakaratidzawo kuti kambani inotarisira maodha eAI machipisi anokosha madhora mazana mashanu emadhora mumakore anotevera, nhamba inopa pfungwa yehukuru hwemusika iyo kambani inotarisira. Muchikamu chekupedzisira chete, Nvidia akashuma kutengesa kwe57.000 mabhiriyoni emadhora, kuwedzera kwe62% kana ichienzaniswa nenguva yakafanana yegore rapfuura, iyo inosimbisa rondedzero yekukurumidza kukura.
Pachinzvimbo cheSynopsys, CEO wayo uye mutungamiri, Sassine Ghazi, akasimbisa kuti kuwedzera kuoma uye mutengo weanotevera-chizvarwa akangwara masisitimu Inoda mhinduro dzinobatanidza zvakadzama zvemagetsi nefizikisi, inosimudzira AI uye yepamusoro komputa. Mukuona kwake, hapana makambani maviri ari nani pane Synopsys neNvidia kupa izvi. AI-powered holistic masisitimu ekugadzira mhinduro.
Ghazi aidawo kujekesa kuti guta guru rakagamuchirwa kubva kuNvidia rinopa Synopsys nayo Kuchinjika kugadzirisa software yako kune GPU machipiNekudaro, hapana kuzvipira kana chinangwa chaicho chekushandisa iwo madhora mazana maviri emadhora kutenga Nvidia processors. Iyo kambani icharamba ichidyidzana nevamwe vanogadzira semiconductor munzvimbo yakavhurika, iyo yakakosha kune vese vatengi veUS neEurope.
Imwe mafambiro mukudyara kweNvidia kunogumbura
Kupinda kwaNvidia muSynopsys kunokodzera mune a aggressive investment strategy muAI sectorIzvi zvakasimudza fungidziro pamusoro pekugona kubuda kweyakanyanya kutenderera ecosystem yekuyambuka-shareholdings. Kwegore rapfuura, kambani yakazivisa kana kutaurirana zvisungo zve mabhiriyoni emadhora mumakambani ane hukama nehungwaru hwekugadzira.
Pakati pezvinonyanya kushamisa ndezvi anosvika zana remabhiriyoni emadhora muOpenAI, iyo kambani kuseri kweChatGPT, uye $5.000 bhiriyoni muIntel, kuwedzera kune zvakatenderedza $ 1.000 bhiriyoni muNokia kufambisa kusimudzira kwe6G uye chizvarwa chinotevera nharembozha. Izvi zviri kuwedzera kukudyara kwakabatana neBlackRock muhofori dzepakati pe data seAligned Data Centers uye CoreWeave.
Mafambisirwo aya aita kuti vamwe vaongorori vataure nezvazvo inbreeding muchikamuZvakakosha kucherechedza kuti Nvidia inodyara mumakambani ayo, anoshandisa maGPU ayo uye Cloud computing masevhisi. Nyaya yeSynopsys inokodzera iyi pateni: kambani yanga yatove ... Nvidia mutengesi uye mutengi pamberi pechibvumirano, uye iye zvino vose vari vaviri vanovawo vashandi vezvemari.
Chinonetsa ndechekuti mhando dzemibatanidzwa idzi dzinogona kupera kukanganisa mari metrics uye kukoshaIzvi zvinogona kukonzera tarisiro yakawandisa yakatenderedza AI. Vamwe vanoisa mari vanotya kuti ecosystem yevazivi venyeredzi iri kukwidziridzwa, zvakanyanya zvichibva pane tarisiro yekukura mune ramangwana, kunyanya mumisika yakaoma seUS neEurope.
Huang, zvisinei, anosimbisa kuti kudiwa kweAI machipi nemasevhisi ndeyechokwadi uye inotsigirwa na maodha chaiwo kubva kune akawanda maindasitiriKubva kumarabhoritari emishonga kusvika kumabhanga makuru, makambani ekufambisa mashoko, uye vagadziri vemotokari, mari iyi inoonekwa nevatambi vakawanda vekuEurope vari kusimudzira hurongwa hwavo hwe digitalization uye otomatiki sechiratidzo chekuti nhangemutange yetekinoroji haisi kuzodzikira chero nguva munguva pfupi.
Inogona kukanganisa muEurope nemikana yeindasitiri
Kunyange hazvo chibvumirano ichi chakasainwa pakati pemakambani maviri ekuAmerica, Migumisiro yaro inogona kuwedzerawo kuEuropeuko semiconductor dhizaini, iyo indasitiri yemotokari, ndege, uye kugadzirwa kwepamberi kwakakosha zvakanyanya. Zvishandiso zveSynopsys zviripo munzvimbo dzakawanda dzeEuropean R&D, uye Nvidia GPU dzave de facto chiyero mumapurojekiti mazhinji epamusoro uye AI.
Kune makambani eSpanish neEuropean uye nzvimbo dzekutsvagisa, kusanganisa kwakadzama pakati EDA dhizaini software uye yakamhanyisa AI mapuratifomu Izvi zvinogona kuturikira kuita mapfupi ebudiriro, kuderedzwa kwemitengo yeprototyping, uye hukuru hukuru hwekushandisa mapatya edhijitari mumaindasitiri emaindasitiri, magetsi network, kana ngarava dzemotokari dzakabatana.
Uyezve, kuzvipira kwaNvidia kune zvishandiso senge Omniverse yeDhijitari Mapatya Zvinoenderana nechishuvo cheEuropean Union chekusimudzira maindasitiri anoshanda uye akasimbaKugadzirisa maitiro usati wavaunza munyika yenyama. Kubva kufekitari yechikamu muSpain kuenda kune njanji kuGermany, kugona kutevedzera mamiriro akaomarara mumaawa mashoma kunogona kubatsira kuderedza kuburitswa, kuderedza zvikanganiso, uye kugadzirisa mari.
Nekudaro, kusimbiswa kweiyo Nvidia-Synopsys axis zvakare inomutsa mibvunzo nezve tekinoroji kutsamira kweEurope Nezve mapuratifomu nevapeji vanobva kunze kwenyika, EU iri kusimudzira zvirongwa zvakaita seChips Act uye zvirongwa zvakasiyana. digital uchangamire chaizvo kudzivirira kuwandisa kwakanyanyisa kwesimba rehunyanzvi mune vashoma vatambi vekunze.
Mune izvi, zvichave zvakakosha kuti makambani eEurope achengetedze nzira yakasiyana-siyana maererano ne hardware uye software vanopaKubatanidza zvakanakira kubatana senge iri pakati peNvidia neSynopsys nekuvandudza kwayo kugona uye mibatanidzwa yedunhu. Icho chokwadi chekuti chibvumirano hachina chega chinovhura musuwo wevamwe vagadziri uye mapuratifomu kuti varambe vachikwikwidza nekupa dzimwe mhinduro.
Nekudaro, kufamba kwaNvidia muSynopsys kunosimbisa iyo pfungwa Hondo huru inotevera yeAI haizorwirwe chete mumashandisirwo anoonekwa kumushandisi wekupedzisira.kwete chete munzvimbo yechatbots kana maturusi ekugadzira, asiwo mune dzakadzika zvidimbu zvekugadzira uye engineering yeindasitiri. KuEurope neSpain, uko kukwikwidza kwezvikamu zvakaita semotokari, simba, uye indasitiri yemakemikari zvichiwedzera kuenderana nekugona kutevedzera nekugadzirisa maitiro, idzi mhando dzemibatanidzwa dzinoisa nhanho iri kuitika pasi rose.
Mufananidzo uyu wekudyara unopenda ndeweNvidia yakatsunga kubatanidza hutongi hwayo muhungwaru hwekugadzira kwete chete semutengesi wechip, asi senge. chikamu chepakati chetiweki yevadyidzani vane hurongwa iyo dhizaini, kutevedzera uye kusimbisa zvigadzirwa zvenguva yemberi; Synopsys iri kuwana simba rekugadzirisa software yayo kune yakakurumidza komputa; uye maindasitiri ecosystem, zvakare muEurope, anozofanirwa kutora mukana wezvishandiso izvi nehungwaru, kukoshesa zvese zviri zviviri mikana yekuvandudza uye nenjodzi yekuisa pfungwa uye kutsamira tekinoroji.