\nJensen Huang, CEO-ul Nvidia, a reu\u015fit s\u0103 enerveze marii clien\u0163i \u015fi parteneri ai companiei dup\u0103 ce \u00een timpul unei conferin\u0163e a f\u0103cut o remarc\u0103 neinspirat\u0103 despre cipurile produse de compania tech pe care o conduce, scrie Business insider.<\/p>\n
\n\u201eC\u00e2nd Blackwell va \u00eencepe s\u0103 fie livrat, Hopper va deveni irelevant. Exist\u0103 c\u00e2teva scenarii \u00een caree Hopper ar fi mai bun, dar nu sunt multe\u201d, a spus Jensen Huang.<\/p>\n
\nCEO-ul Nvidia f\u0103cea referire la cel mai recent cip AI produs de compania sa, care este mai performant dec\u00e2t Hopper, varianta anterioar\u0103 de semi conductor al Nvidia.<\/p>\n
\nMarile companii tech care investesc masiv \u00een tehnologia AI, de la Amazon la Google sau Microsoft, cump\u0103r\u0103 cantit\u0103\u0163i imense de cipuri pentru a-\u015fi antrena softwarele cu inteligen\u0163\u0103 artificial\u0103 \u015fi a rula modele sofisitcate de AI generativ\u0103. \u00cen teorie, marile companii tech ar trebui s\u0103 se bucure c\u0103 un un produs al Nvidia \u00eentr\u0103 pe pia\u0163\u0103, \u00een practic\u0103 asta \u00eenseamn\u0103 c\u0103 tot ce au cump\u0103rat \u015fi tot ce folosesc p\u00e2n\u0103 acum devine dintr-o dat\u0103 \u00eenvechit.<\/p>\n
\nAtunci c\u00e2nd o tehnologie nou\u0103 ca aceasta evolueaz\u0103 \u00eentr-un ritm at\u00e2t de rapid, versiunile anterioare devin \u00eenvechite, sau cel pu\u0163in mai pu\u0163in utile, mult mai repede.<\/p>\n
\nAcest lucru face ca aceste active s\u0103 fie mai pu\u0163in valoroase, astfel \u00eenc\u00e2t marile companii de cloud computing sunt for\u0163ate s\u0103 se adapteze. Acest lucru se realizeaz\u0103 prin depreciere, prin care valoarea activelor se reduce \u00een timp pentru a reflecta elemente precum uzura \u015fi, \u00een cele din urm\u0103, obsolescen\u0163a.<\/p>\n
\nCu c\u00e2t deprecierea este mai rapid\u0103, cu at\u00e2t mai mare este impactul asupra veniturilor.<\/p>\n
\nRoss Sandler, analist tehnologic de top la Barclays, a avertizat investitorii c\u0103 marile companii de cloud vor trebui probabil s\u0103 fac\u0103 ajust\u0103ri, care ar putea reduce semnificativ profiturile.<\/p>\n
\nS\u0103 lu\u0103m exemplul Amazon Web Services, cel mai mare furnizor de cloud. \u00cen februarie, acesta a devenit primul care a resim\u0163it efectele evolu\u0163iei tehnologice rapide.<\/p>\n
\nBrian Olsavsky , CFO-ul Amazon, a declarat \u00een cadrul raportului privind performan\u0163ele Amazon de luna trecut\u0103 c\u0103 \u201ea observat un ritm crescut de dezvoltare a tehnologiei, \u00een special \u00een domeniul inteligen\u0163ei artificiale \u015fi al \u00eenv\u0103\u0163\u0103rii automate\u201d.<\/p>\n
\n\u201eCa urmare, se reduce perioada de utilizare pentru un subset de servere \u015fi echipamente de re\u0163ea de la 6 ani la 5 ani, \u00eencep\u00e2nd din ianuarie 2025\u201d, a spus Olsavsky, ad\u0103ug\u00e2nd c\u0103 acest lucru va reduce veniturile opera\u0163ionale \u00een acest an cu aproximativ 700 de milioane de dolari.<\/p>\n
\nApoi, alte ve\u015fti proaste: Amazon a \u201epensionat anticipat\u201d o parte din serverele \u015fi echipamentele sale de re\u0163ea, a declarat Olsavsky, ad\u0103ug\u00e2nd c\u0103 aceast\u0103 \u201edepreciere accelerat\u0103\u201d a costat compania aproximativ 920 de milioane de dolari \u015fi c\u0103 se a\u015fteapt\u0103 ca aceasta s\u0103 diminueze veniturile \u00een 2025 cu aproximativ 600 de milioane de dolari.<\/p>\n
\nPentru Meta, estim\u0103rile arat\u0103 c\u0103 o reducere cu un an a duratei de utilizare a serverelor companiei ar cre\u015fte deprecierea investi\u0163iilor \u00een AI la peste 5 miliarde de dolari \u015fi ar reduce veniturile din exploatarea tehnologiei cu o sum\u0103 similar\u0103.<\/p>\n
\nPentru Google, o schimbare similar\u0103 ar reduce profitul opera\u0163ional cu 3,5 miliarde de dolari.<\/p>\n","protected":false},"excerpt":{"rendered":"
Jensen Huang, CEO-ul Nvidia, a reu\u015fit s\u0103 enerveze marii clien\u0163i \u015fi parteneri ai companiei dup\u0103 ce \u00een timpul unei conferin\u0163e a f\u0103cut o remarc\u0103 neinspirat\u0103 despre cipurile produse de compania tech pe care o conduce, scrie Business insider. \u201eC\u00e2nd Blackwell va \u00eencepe s\u0103 fie livrat, Hopper va deveni irelevant. Exist\u0103 c\u00e2teva scenarii \u00een caree Hopper […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[510],"tags":[5438,82,4126,7283,246,470,34894,161],"class_list":["post-235305","post","type-post","status-publish","format-standard","hentry","category-actualitate","tag-amazon","tag-bani","tag-clienti","tag-costuri","tag-crestere","tag-cumparare","tag-gluma","tag-miliarde"],"_links":{"self":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/235305","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=235305"}],"version-history":[{"count":0,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/235305\/revisions"}],"wp:attachment":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=235305"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=235305"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=235305"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}