\nAc\u0163iunile Nvidia Corp. au sc\u0103zut dup\u0103 ce un nou raport a dezv\u0103luit c\u0103 Meta Platforms Inc. poart\u0103 discu\u0163ii pentru a investi miliarde \u00een cipurile AI produse de Google, un semnal c\u0103 gigantul c\u0103ut\u0103rilor online c\u00e2\u015ftig\u0103 teren \u00een cursa pentru a contesta acceleratorul AI cel mai v\u00e2ndut din industrie, scrie Bloomberg.<\/p>\n
\nMeta este \u00een negocieri pentru a utiliza cipurile Google \u2014 cunoscute sub numele de TPU-uri (tensor processing units) \u2014 \u00een centrele sale de date \u00eencep\u00e2nd cu anul 2027, potrivit publica\u0163iei The Information, care citeaz\u0103 o surs\u0103 familiar\u0103 cu discu\u0163iile. De asemenea, Meta ar putea \u00eenchiria cipuri de la divizia de cloud a Google chiar de anul viitor, potrivit aceleia\u015fi surse.<\/p>\n
\nUn astfel de acord ar consolida pozi\u0163ia TPU-urilor ca alternativ\u0103 real\u0103 la cipurile Nvidia, utilizate de companii tech majore \u015fi startup-uri \u2014 de la Meta p\u00e2n\u0103 la OpenAI \u2014 pentru a dezvolta \u015fi opera platforme de inteligen\u0163\u0103 artificial\u0103.<\/p>\n
\nMar\u0163i, ac\u0163iunile Nvidia au sc\u0103zut cu p\u00e2n\u0103 la 3% \u00een tranzac\u0163iile premerg\u0103toare deschiderii pie\u0163ei. \u00cen schimb, Alphabet Inc., compania-mam\u0103 a Google, a c\u00e2\u015ftigat 2,4%, pe fondul entuziasmului generat de cea mai recent\u0103 versiune a modelului AI Gemini.<\/p>\n
\nGoogle a semnat anterior un contract pentru a furniza p\u00e2n\u0103 la 1 milion de cipuri companiei Anthropic PBC, atr\u0103g\u00e2nd aten\u0163ia asupra poten\u0163ialelor provoc\u0103ri pe termen lung la adresa domina\u0163iei Nvidia.<\/p>\n
\nDup\u0103 anun\u0163ul acordului cu Anthropic, analistul Jay Goldberg de la Seaport a numit tranzac\u0163ia \u201eo validare extrem de puternic\u0103\u201d pentru TPU-uri. \u201eMul\u0163i se g\u00e2ndeau deja la aceast\u0103 op\u0163iune, iar acum probabil c\u0103 \u015fi mai mul\u0163i o vor lua \u00een calcul\u201d, a spus el.<\/p>\n
\nReprezentan\u0163ii Meta au refuzat s\u0103 comenteze, iar Google nu a r\u0103spuns imediat solicit\u0103rilor de declara\u0163ii ini\u0163iate de Bloomberg.<\/p>\n","protected":false},"excerpt":{"rendered":"
Ac\u0163iunile Nvidia Corp. au sc\u0103zut dup\u0103 ce un nou raport a dezv\u0103luit c\u0103 Meta Platforms Inc. poart\u0103 discu\u0163ii pentru a investi miliarde \u00een cipurile AI produse de Google, un semnal c\u0103 gigantul c\u0103ut\u0103rilor online c\u00e2\u015ftig\u0103 teren \u00een cursa pentru a contesta acceleratorul AI cel mai v\u00e2ndut din industrie, scrie Bloomberg. Meta este \u00een negocieri pentru […]<\/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":[7172,299,284,13906,272,18879,20233,157,5431,474,161,431,68,8327],"class_list":["post-242584","post","type-post","status-publish","format-standard","hentry","category-actualitate","tag-actiuni","tag-bloomberg","tag-castigare","tag-cipuri","tag-companie","tag-contestare","tag-dezvaluiri","tag-echilibru","tag-google","tag-industrie","tag-miliarde","tag-negocieri","tag-putere","tag-scadere"],"_links":{"self":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/242584","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=242584"}],"version-history":[{"count":0,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/242584\/revisions"}],"wp:attachment":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=242584"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=242584"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=242584"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}