U-Nvidia wenze enye i-splash emkhakheni wezobuchwepheshe ngokumemezela a $2.000 billion ukutshalwa kwezimali kuma-SynopsyElinye lamagama amakhulu kusoftware ye-chip design. Lesi sinyathelo siza phakathi kwenkulumo-mpikiswano mayelana nokuthi ngabe ukwanda kobuhlakani bokwenziwa kudala ibhamuza yini, isiphithiphithi inkampani kaJensen Huang efuna ukuyibeka ngemuva ngokuqinisa inethiwekhi yayo yemifelandawonye yamasu.
Nakuba ukuhlinzwa kwaqala e-United States, ububanzi bawo bucacile emhlabeni jikelele kanye nomthelela onamandla eYurophuKulo mkhakha, abakhiqizi abakhulu be-semiconductor, kanye nezimboni zezimoto, i-aerospace, nezamandla, bathembele kumathuluzi okulingisa athuthukile ukuze baqhudelane. Ukutholwa kwe-Synopsys kwezinsiza ze-Nvidia kuthembisa ukusheshisa ukuklama nokuqinisekiswa kwama-chips ayinkimbinkimbi nezinhlelo, okuthinta ngokuqondile abakhiqizi baseYurophu nezikhungo zedatha.
Imininingwane yokwenziwayo: intengo, isiteki kanye nengqikithi yemakethe yamasheya
Njengoba zombili izinkampani sezichazile, U-Nvidia uthole isitoko esivamile ku-Synopsys ngenani eliphelele lamaRandi ayizigidi eziyizinkulungwane ezimbili, elikhokhayo $414,79 isihloko ngasinyeNgalokhu kukhishwa, isiqhwaga se-GPU sithola cishe a U-2,6% wenhloko-dolobha ye-Synopsyukuhlanganisa ubudlelwano obuvele bukhona njengeklayenti nomnikezeli.
Isimemezelo sibe nomthelela osheshayo ezimakethe: Amasheya e-Synopsys akhuphuka phakathi 5% nangaphezulu kuka-7% eNasdaq, efinyelela ku-$449 emahoreni okuqala okuhweba, kuyilapho i-Nvidia ibhalise izinzuzo ezithe xaxa, eduze 1% kuseshini Ngemuva kwezinsuku ezimbalwa zokwehla, intengo yesitoko sikaNvidia yaze yathola ukudonswa kancane kwe-intraday kwamanye amaphuzu ngesikhathi sokuhweba, okubonisa ukuzwela kwemakethe kunoma yikuphi umnyakazo womholi we-AI.
Ukuqondisa kwenzeka ngesikhathi lapho I-Nvidia isalokhu iyinkampani ebaluleke kakhulu emhlabeni ngemali yemaketheNaphezu kokuba yehle ngaphezu kuka-17% ukusuka ekuphakameni kwayo kokugcina okungaba ngu-$212 ngesheya ngalinye, intengo yesitoko yenkampani ikhuphuke kakhulu. Ngaleso sikhathi, inkampani yadlula... izigidigidi ezinhlanu zamaRandi ezimakethe zemali, isibalo esingakaze sibe khona emlandweni wezinkampani.
Kude nokunciphisa ijubane, uNvidia ugcina a inqubomgomo yokutshala imali enolaka ku-artificial intelligence ecosystem. Phakathi kwezinto ezinyakazayo ezigqama kakhulu isithembiso esingafika ku-$100.000 billion ku-OpenAI$5.000 billion ku-Intel kanye nephakethe le-$1.000 billion lakwaNokia ukuze kuthuthukiswe amanethiwekhi eselula e-6G azayo, kanye nezabelo kuma-opharetha esikhungo sedatha njenge-Aligned Data Centers noma i-CoreWeave, lapho i-BlackRock iphinde ibambe iqhaza.
Ubani i-Synopsy futhi kungani ibalulekile embonini yaseYurophu?
I-Synopsy ingenye ye abahlinzeki abahamba phambili bomhlaba wonke besoftware ye-electronic design automation (EDA).Lawa mathuluzi asetshenziselwa ukudala nokuqinisekisa yonke into kusukela kumakhompiyutha asezingeni eliphezulu kuya kumasistimu ayinkimbinkimbi emikhakheni efana nezimoto, amarobhothi, kanye ne-aerospace. Ubuchwepheshe babo buvumela onjiniyela ukuthi bahlole imiklamo yabo ngaphambi kokwakha ama-prototypes angokwenyama, inqubo ebucayi yabo bobabili abakhiqizi abakhulu base-US kanye ne-semiconductor yaseYurophu kanye nezinkampani ezithuthukisiwe ze-electronics.
Imikhiqizo yenkampani isetshenziselwa klama futhi uqinisekise amaphrosesa kanye nezingxenye ze-elekthronikhiLokhu kufaka phakathi ukuqinisekisa ukuthi i-hardware izokwenza njengoba kuthenjisiwe ngesikhathi sesigaba sokukhiqiza kanye nokuhlaziya i-electromagnetic, optical, kanye nokuziphatha okushisayo kwamasistimu aphelele. Empeleni, lokhu kusho ukuthi abakhiqizi bama-chip e-Germany, izimboni zezimoto e-Spain, noma abahlinzeki be-aerospace e-France bangathuthukisa imiklamo yabo, banciphise amaphutha, futhi banciphise isikhathi sokumaketha.
Ngokungeziwe ekwakhiweni kwe-chip, i-Synopsys ihlinzeka ngezinsizakalo ku ukuqina kwesoftware nokuvikelekaukuhlanganisa amakhono okuhlaziya ukuze kutholwe ubuthakathaka ezinhlelweni eziyinkimbinkimbi. Le ndlela ehlanganisa yonke yezingxenyekazi zekhompuyutha ne-software ibaluleke kakhulu eYurophu, lapho imithetho ye-cybersecurity kanye ne-AI iya ngokuya iqina futhi ifuna amathuluzi akwazi ukuqinisekisa nokubhala phansi ukuziphatha kwesistimu.
Le nkampani futhi inesisekelo samakhasimende esibanzi phakathi kwe abakhiqizi bemishini ye-semiconductor nezimboniLokhu kufaka phakathi izimbangi eziqondile ze-Nvidia ezifana ne-AMD, kanye nabalingani bendabuko abafana ne-Intel. Le ndima eyinhloko isho ukuthi noma yikuphi umnyakazo wemali e-Synopsys ubhekwe eduze abalawuli nezinkampani emhlabeni wonke, kuhlanganise ne-European Union, ephathelene nokugcina ukuncintisana nokugwema ukuncika ngokweqile kubahlinzeki abambalwa.
U-Nvidia ngokwakhe uyavuma ukuthi i-Synopsys inguzakwethu obalulekile hhayi kuphela ekwakhiweni kwama-GPUs ayo kanye nama-accelerator e-AI, kodwa futhi ukwandisa ukusetshenziswa kwe-AI ezingxenyeni ezintsha zezimboni, eziningi zazo ezinobukhona obuqinile e-Europe, njengezimoto, amandla noma ukunakekelwa kwezempilo.
Umfelandawonye wokusheshisa idizayini ngekhompyutha ye-AI ne-GPU
Umnyombo wesivumelwano udlula umjovo omkhulu. Zombili izinkampani zichaze a umfelandawonye wamasu weminyaka eminingi okuhlose ukuletha ubuhlakani bokwenziwa kanye nekhompyutha esheshiswa yi-GPU enhliziyweni yedizayini nobunjiniyela. Umgomo oshiwo uwukuvumela amaqembu e-R&D ukuthi adizayine, alingise, futhi aqinisekise imikhiqizo ngokushesha okukhulu, ngokunembe kakhulu, nangezindleko eziphansi.
Ukuze wenze lokhu, i-Synopsy Izohlanganisa kakhulu imitapo yolwazi ye-Nvidia CUDA-X kanye nobuchwepheshe be-AI-Physics kuphothifoliyo yayo yezinhlelo zokusebenza zekhompyutha ezisebenza kahle. Lokhu kufaka phakathi amathuluzi okwakhiwa kwe-chip, ukuqinisekiswa okuphathekayo, ukulingiswa kwamangqamuzana, ukuhlaziya uzibuthe kagesi, ukulingisa okubonakalayo, nezinye izinqubo ezidinga izinsiza ezinkulu zekhompuyutha, ezivamile kumalabhorethri aseYurophu asebenzisa i-semiconductor, ezemithi, noma ocwaningo lwamandla.
Izinkampani zizophinde zibambisane ekuhanjisweni kwe amawele edijithali athuthukileAmamodeli abonakalayo aphindaphinda ngokwethembeka ukuziphatha kwezinhlelo zomzimba. Ngamapulatifomu afana ne-Nvidia Omniverse kanye ne-Nvidia Cosmos, umqondo uwukwakha izindawo ezilingisayo ezivumela ukuhlolwa kwakho konke kusuka embonini yezimboni kuya emotweni ezimele ngaphandle kokwakha ingqalasizinda yangempela, into ehambisana kakhulu namaphrojekthi wokwenza amadijithi embonini akhuthazwa yi-European Commission.
Ngokwamagama ezinkampani zombili, umfelandawonye “Izoguqula ukuklama nobunjiniyela kuzo zonke izimboni”Kusukela kuma-semiconductors kuya kumarobhothi, futhi okuhlanganisa imboni ye-aerospace, yezimoto, yezimboni, yamandla, neyokunakekelwa kwezempilo, amaqembu aseYurophu azohlomula ekufaniseni okuthi, ngenxa yekhompuyutha esheshiswe yi-GPU, ingaqedwa ngamahora esikhundleni samaviki.
UJensen Huang, umsunguli kanye ne-CEO ye-Nvidia, naye ukugcizelele ukuthi Ikhompuyutha esheshisa i-CUDA GPU ishintsha indlela imikhiqizo eklanywe ngayoLokhu kungenxa yokuthi ivumela ukulingiswa kwezimo ezinkulu, kusukela kuma-athomu kuya kumasistimu wonke, ukudala amawele edijithali asebenza ngokugcwele ngaphakathi kwekhompuyutha. Ngokusho kwesikhulu, lokhu kubambisana kuzovumela onjiniyela ukuthi "basungule imikhiqizo engavamile" ezochaza isigaba esilandelayo semboni.
Umthelela emncintiswaneni, imvelo engakhethekile, kanye nokungabaza mayelana nebhamuza
Elinye lamaphuzu abucayi kakhulu esimemezelo umphumela ongaba khona walolu mbimbi ku ukuncintisana emkhakheni we-chip design kanye namathuluzi we-EDANjengoba kunikezwe isisindo se-Synopsys embonini, bekunokwesaba ukuthi uNvidia uzozama ukuvala ukufinyelela ezimbangini zakhe noma abeke isimo sokusetshenziswa kwalezi zinkundla ekwamukelweni kwama-GPU akhe.
Kodwa-ke, bobabili uNvidia noSynopsy bakugcizelele lokho isivumelwano asikhethekileI-Synopsys izoqhubeka nokusebenzisana nabanye abakhiqizi bama-chip, okuhlanganisa i-AMD ne-Intel, kanye namakhasimende anobukhulu obuhlukahlukene kanye nezindawo, kusukela eSilicon Valley kuya ku-European semiconductor ecosystem eqhutshwa yi-EU Chip Act yesikhathi esizayo.
USassine Ghazi, umongameli kanye ne-CEO ye-Synopsys, ugcizelele ukuthi inhloko-dolobha ehlinzekwe nguNvidia inikeza inkampani. "Ongakukhetha" ukulungisa isofthiwe yabo Ukutshalwa kwezimali okwama-chips enkampani, kodwa akukho ukuzibophezela ekusebenziseni u-$2.000 wezigidigidi ukuthenga ama-GPU athile. NgokukaGhazi, lokhu wumsebenzi ojwayelekile webhizinisi okuhloswe ngawo ukusheshisa ukuthuthukiswa kwezixazululo ezintsha.
Ngaleso sikhathi, imakethe iyaqhubeka nokubhekisisa Igagasi likaNvidia lokutshala imali ezinkampanini ezingamakhasimende ayo kwemikhiqizo yabo. Amanye amazwi akhuluma “ngezivumelwano eziyindilinga” ezingahlanekezela amamethrikhi ezezimali noma ziqhubekisele phambili amabhamuza azungeze ubuhlakani bokwenziwa, ikakhulukazi uma lezi zinkampani zigqugquzelwa ukuthola i-hardware ye-Nvidia eyengeziwe ngenxa yokugcwala kwezimali.
U-Nvidia, ngakolunye uhlangothi, uyaphika ukuthi kukhona ibhamuza le-AI futhi ugcizelela ukuthi sibhekene ne-a ukuqaliswa ngobuningi balobu buchwepheshe cishe kuyo yonke imikhakha. U-Huang ulinganise ukuthi inkampani ilindele ukuthola ama-dollar ayizigidi eziyizinkulungwane ezingama-500.000 kuma-oda we-AI chips eminyakeni ezayo, ngokususelwa kokunye. izibalo zekota ezikhombisa ukuthengiswa kwezigidigidi ezingama-57.000 zamaRandi, ngama-62% ngaphezu kwenkathi efanayo yonyaka odlule.
Ukuhambisana kweSpain neYurophu emjahweni we-AI
Emabhizinisini aseYurophu, kanye namabhizinisi aseSpain ikakhulukazi, ukunyakaza kuhunyushwa ngokuthi isinyathelo esisha sokuhlanganisa ingqalasizinda ye-AI yomhlaba wonkeNakuba singekho isimemezelo esiqondile saseSpain, inhlanganisela ye-Nvidia GPUs nesofthiwe ye-Synopsys ithinta ngokuqondile amaphrojekthi athuthukiswayo esifundeni: kusukela ezimbonini ze-microelectronics kuya ezikhungweni zedatha nezinkampani zezimoto esezivele zihlola izimoto ezixhunyiwe nezizimele.
Empeleni, izinkampani zaseYurophu ezisebenzisa amathuluzi e-Synopsys zizokwazi sebenzisa ukulingisa okuyinkimbinkimbi ku-Nvidia hardware ngezikhathi zokuphendula ezishesha kakhulu. Lokhu kuyathakazelisa ikakhulukazi emikhakheni lapho i-Europe inamandla khona, njengemboni yezimoto, amandla avuselelekayo, noma imishini yezimboni, edinga imijikelezo yokuklama eqinile kanye nezidingo zokulawula eziqinile.
Ukuzibophezela okuhlanganyelwe kumawele edijithali kanye nokulingisa okunemba okuphezulu nakho kufanelana ne I-European Union digitalization kanye nezinqubomgomo zoguquko oluluhlazaAmaphrojekthi asukela ekuhleleni kwegridi ehlakaniphile kuya ekuthuthukiseni izinqubo zezimboni ngokusetshenziswa kwamandla okuphansi angazuza kumathuluzi akwazi ukukhiqiza kabusha izimo zomhlaba wangempela ngemininingwane eminingi ngaphandle kokuhlola ngokuqondile phansi.
Elinye iphuzu elibalulekile umphumela ongaba khona ku- i-semiconductor supply chain eYurophuNgezinhlelo ezifana ne-EU Chips Act, iBrussels ihlose ukuthutha ukukhiqiza nokuqinisa amakhono okuklama ezwenikazi. Ukuba nesofthiwe engcono ye-EDA elungiselelwe izingxenyekazi zekhompuyutha zesizukulwane esilandelayo kuyisici esibalulekile ekwenzeni amaphrojekthi amasha ezimboni zaseYurophu aqhudelane ne-United States ne-Asia.
Nakuba zingekho izimboni ezihlanganyelwe noma izikhungo ezithile ze-R&D eYurophu ezimenyezelwe njengengxenye yalesi sivumelwano, amandla athuthukisiwe e-Synopsys kanye ne-Nvidia avula umnyango ukusebenzisana namanyuvesi, izikhungo ze-supercomputing nezinkampani zobuchwepheshe esifundeni, eziningi zazo esezivele zisebenza nezakhiwo ze-GPU ze-AI, idatha enkulu namaphrojekthi wokulingisa wesayensi.
Esinye isiqeshana sesu lokubusa le-AI le-Nvidia
Ukutholwa kwesigxobo kuma-Synopsy kuhambisana nesu lika-Nvidia lokuthi ube ngumhlinzeki omaphakathi wengqalasizinda ye-AIhhayi ngokuhlinzeka ngama-chip kuphela, kodwa futhi nesofthiwe, izinkundla zamafu, futhi manje izibopho zezezimali nezinkampani ezibalulekile ku-ecosystem. Ukutshalwa kwezimali ku-OpenAI, Anthropic, Intel, Nokia, kanye nabaqhubi besikhungo sedatha abahlukahlukene bakha inethiwekhi yezintshisekelo ezeqanayo eziqinisa indima yayo kulo lonke uchungechunge lwenani.
Kulo mongo, umfelandawonye ne-Synopsys ukhomba indawo engabonakali kancane emphakathini, kodwa eyisisekelo embonini: ukwakheka kwezinhlelo ngokwazo ezizosebenzisa i-AIAkukhona nje mayelana nokuqeqeshwa kolimi noma amamodeli ombono wekhompuyutha, kodwa mayelana nokwenza kahle ukuthi ama-chips, amadivaysi, imishini, nazo zonke izinqubo zezimboni ziklanywa, kuncike ekufanisweni okukhulu.
Ezinkampanini eziningi zaseYurophu, lokhu kuzohumusha ukuthi kungenzeka hlola cishe izakhiwo ezintsha zomkhiqizoUkuthola amaphutha ngaphambi kokukhiqiza ama-prototypes kanye nokulungisa imiklamo ukuze ihambisane nemithetho yendawo neye-EU. Konke lokhu, ngombono, ngezindleko eziphansi kanye nezikhathi zokuhola ezimfushane, isici esifanelekile emikhakheni eqhudelana kakhulu njengezimoto noma i-aerospace, lapho amaqembu aholayo aseSpain naseYurophu asebenza khona.
Ngesikhathi esifanayo, i-Nvidia ngokwayo iyazi ukuthi isikhundla sayo esiphezulu emakethe ye-GPU idale ukukhathazeka phakathi kwabalawuli nabancintisana nabo. Iqiniso lokuthi isivumelwano ne-Synopsys ngokungakhethi ngokusobala Futhi ukuhambisana nokusebenzisana nabanye abakhiqizi abafana ne-AMD ne-Intel kungahunyushwa njengesenzo sokunciphisa ukungezwani futhi kubonise ukuthi ayifuni ukuvala ukufinyelela kumathuluzi okuklama asezingeni lomhlaba.
Ukungena kukaNvidia enhlokodolobha yeSynopsys kanye nokwandiswa komfelandawonye wawo wamasu kuqinisa umbono wokuthi Impi yobuhlakani bokwenziwa izoliwa kokubili ezikhungweni zedatha nasezigabeni zangaphambili zokuklama nokulingisa.EYurophu naseSpain, lesi sinyathelo simelela isixwayiso esicacile: noma ubani ofuna ukuhlala ephambili embonini kuzodingeka athembele ngokuqhubekayo kulawa ma-AI kanye namapulatifomu e-computing asheshayo, okuthi okwamanje, aqhubeke eholwa ama-giants aseMelika.
