\nGigantul OpenAI din sectorul in\u00adteligen\u0163ei artificiale a anun\u0163at re\u00adcent un parteneriat uria\u015f cu AMD la doar c\u00e2teva s\u0103pt\u0103m\u00e2ni dup\u0103 \u00eencheie\u00adrea unui acord major cu Nvidia, rivalul produc\u0103torului de cipuri.<\/p>\n
\nAc\u0163iunile AMD au urcat cu 27% la \u00eenceputul acestei s\u0103pt\u0103m\u00e2ni dup\u0103 ce produc\u0103torul de cipuri a anun\u0163at un amplu acord cu OpenAI \u00een urma c\u0103ruia gigantul din sectorul AI ar putea prelua o participa\u0163ie de 10% \u00een cadrul s\u0103u. \u00cens\u0103 tranzac\u0163ia vine la doar dou\u0103 s\u0103pt\u0103m\u00e2ni dup\u0103 ce OpenAI a \u00eencheiat un alt acord cu Nvidia, rivala AMD, ambele tran\u00adzac\u0163ii eviden\u0163iind ambi\u0163iile aparent nem\u0103rginite ale produc\u0103torului ChatGPT \u015fi ridic\u00e2nd semne de \u00eentre\u00adbare despre rela\u0163iile acestuia cu parteneri de business cheie, noteaz\u0103 The New York Times.<\/p>\n
\nPublica\u0163ia american\u0103 prezint\u0103 de\u00adtaliile tranzac\u0163iei OpenAI cu AMD.<\/p>\n
\nOpenAI a anun\u0163at c\u0103 va \u00eencepe s\u0103 foloseasc\u0103 cipurile AMD \u00een a doua jum\u0103tate a anului viitor pe m\u0103sur\u0103 ce construie\u015fte mai multe centre de date. Acestea vor fi separate de faci\u00adli\u00adt\u0103\u0163ile pe care compania s-a angajat s\u0103 le construiasc\u0103 \u00een Texas, New Mexico, Ohio \u015fi o alt\u0103 loca\u0163ie.<\/p>\n
\nOpenAI a ad\u0103ugat c\u0103 inten\u0163io\u00adneaz\u0103 s\u0103 utilizeze suficiente cipuri AMD pentru a consuma energie de 6 GW, sau suficient\u0103 energie pentru a alimenta toate gospod\u0103riile din Massachusetts.<\/p>\n
\nOpenAI va primi de asemenea un drept de a cump\u0103ra p\u00e2n\u0103 la 160 mi\u00adlioane de ac\u0163iuni AMD, echivalentul unei participa\u0163ii de 10%, care va fi exercitat treptat pe m\u0103sur\u0103 ce anumite stadii sunt atinse.<\/p>\n
\nOpenAI \u015fi al\u0163i gigan\u0163i tech acce\u00adlereaz\u0103 \u00een cursa pentru resurse de cal\u00adcul, \u00een condi\u0163iile \u00een care ace\u015ftia caut\u0103 capabilit\u0103\u0163ile de procesare ne\u00adcesare pentru alimentarea instru\u00admen\u00adtelor AI. OpenAI, Amazon, Google, Meta \u015fi Microsoft au anun\u00ad\u0163at planuri de a cheltui \u00een total peste 325 miliarde de dolari pe centre de date doar p\u00e2n\u0103 la finalul acestui an.<\/p>\n
\n\u201eAcest parteneriat este un pas major \u00een cl\u0103direa capacit\u0103\u0163ii de calcul necesare pentru realizarea \u00eentregului poten\u0163ial al AI\u201c, a declarat Sam Altman, cofondator \u015fi CEO al OpenAI, cu privire la acordul \u00eencheiat cu AMD.<\/p>\n
\nAcordul consolideaz\u0103 leg\u0103turile AMD cu unul dintre avansa\u0163i ju\u00adc\u0103tori din domeniul AI, sus\u0163in\u00e2ndu-i eforturile de a capta o parte din profi\u00adtabila pia\u0163\u0103 a procesoarelor AI \u015fi a atrage business de la Nvidia, juc\u0103torul dominant din sector. (Un fapt interesant: Lisa Su, CEO-ul AMD, \u015fi Jensen Huang, CEO-ul Nvidia, sunt rude \u00eendep\u0103rtate).<\/p>\n
\nTranzac\u0163ia ridic\u0103 \u00eens\u0103 \u00een acela\u015fi timp semne de \u00eentrebare cu privire la OpenAI. Compania a fost de cur\u00e2nd de acord s\u0103 ia p\u00e2n\u0103 la 100 miliarde de dolari de la Nvidia \u00een schimbul utiliz\u0103rii procesoarelor produc\u0103torului de cipuri \u00een centre de date. Tranzac\u0163ia a atras deja aten\u0163ia \u00een ceea ce prive\u015fte circularitatea investi\u0163iei, cu Nvidia pl\u0103tind cumva OpenAI s\u0103-i cumpere cipurile. \u00cens\u0103 ajut\u0103 oare acum Nvidia \u015fi la finan\u0163area unui acord de care beneficiaz\u0103 un rival? (Exist\u0103 un element de circularitate \u015fi \u00een acordul cu AMD, av\u00e2nd \u00een vedere dreptul de achizi\u0163ie de ac\u0163iuni).<\/p>\n
\nOpenAI nu a f\u0103cut niciun secret din faptul c\u0103-\u015fi extinde seria de parteneriate, \u00eens\u0103 ultima tranzac\u0163ie, cu AMD, eviden\u0163iaz\u0103 c\u00e2t de departe este compania dispus\u0103 s\u0103 mearg\u0103.<\/p>\n
\n <\/p>\n
\n <\/p>\n","protected":false},"excerpt":{"rendered":"
Gigantul OpenAI din sectorul in\u00adteligen\u0163ei artificiale a anun\u0163at re\u00adcent un parteneriat uria\u015f cu AMD la doar c\u00e2teva s\u0103pt\u0103m\u00e2ni dup\u0103 \u00eencheie\u00adrea unui acord major cu Nvidia, rivalul produc\u0103torului de cipuri.<\/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":[13906,449,297,400],"class_list":["post-240917","post","type-post","status-publish","format-standard","hentry","category-actualitate","tag-cipuri","tag-inteligenta","tag-producator","tag-tranzactie"],"_links":{"self":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/240917","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=240917"}],"version-history":[{"count":0,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/240917\/revisions"}],"wp:attachment":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=240917"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=240917"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=240917"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}