- I-AMD ivale ukutholwa kwayo kwe-ZT Systems ngemali ecishe ibe yizigidi eziyizinkulungwane ezingama-4.900 zamarandi.
- Lokhu kutholwa kuhlose ukuqinisa isikhundla se-AMD emakethe yengqalasizinda ukuhlakanipha okufakelwayo (IA) kanye nezikhungo zedatha.
- I-ZT Systems izohlanganiswa nengxenye ye-AMD Data Center Solutions, eholwa nguForrest Norrod, ngenhloso yokusheshisa ukuthunyelwa kwezixazululo ezinkulu ze-AI.
- I-AMD ilindele ukuthola inzuzo kulokho okwenziwayo ngaphambi kokuphela kuka-2025 futhi isivele ifuna ozakwethu abangamasu abazokhiqiza ngaphandle e-U.S.
I-AMD isiqede ukuthengiselana okubalulekile ngamasu ngokuthenga i-ZT Systems, inkampani egxile ezixazululweni zengqalasizinda zobuhlakani bokwenziwa kanye ne-cloud computing . Lokhu kuthengiselana, okulinganiselwa cishe ku-$4.900 billion, kufaka phakathi imali kanye nesitoko esivamile futhi kuphawula isigaba esisha ekubekweni kwe-AMD emkhakheni wesikhungo sedatha esincintisanayo.
Isivumelwano, esamenyezelwa okokuqala ngo-Agasti wonyaka odlule, sihlanganisa nenkokhelo eyengeziwe efinyelela ku-$400 million uma kuhlangatshezwana nezinyathelo ezithile zokusebenza ngemuva kokuvalwa kokuthengwa. Lokhu kuthengiselana kuqinisa indima ye-AMD ezindaweni ezinkulu zekhompyutha futhi kukhombisa inhloso yayo yokunikeza izixazululo eziphelele zesidingo esikhulayo sezinsizakalo ezisekelwe ku-AI. Ungafunda kabanzi mayelana nenkampani kokuthunyelwe kwethu mayelana nesu le-AMD.
Ukuhlanganiswa kwamasu ukuze kuqhudelane izikhondlakhondla zemboni
I-ZT Systems, eyaziwa ngokuklama nokukhiqiza izinhlelo zabahlinzeki be-hyperscale , iletha ku-AMD inhlanganisela yobuchwepheshe obukhethekile kwizixazululo zezinga le-rack kanye namakhono afakazelwe ekukhiqizweni kwengqalasizinda ye-AI. Lokhu kuhlanganiswa kuzovumela inkampani eseCalifornia ukuthi inikeze izixazululo ezahlukahlukene eziphelele, kusukela kuma-chip kuya ekufakweni okungasetshenziswa ngokugcwele.
Lesi sinqumo sihlose ukubeka i-AMD kangcono ngokumelene neNvidia , okwamanje ehamba phambili emakethe yeseva ye-AI futhi ikhulise amakhono ayo okuhlanganisa izinhlelo. Ngakho-ke i-AMD ayinikezi nje kuphela ihadiwe yayo enamandla , njenge-Instinct MI300 chips yayo, kodwa futhi nezinsizakalo zengqalasizinda eziphelele ezenza kube lula ukwamukelwa kwe-AI emabhizinisini nasezinhlanganweni. Kulesi simo, ukuthengwa kweNvidia kwakamuva nakho kudale intshisekelo kulo mkhakha.
UDoug Huang, owayengumongameli we-ZT Systems, manje usezoba yiphini likamongameli omkhulu we-Data Center Platform Engineering kwa-AMD , ehola amaqembu okuklama nokusekela amakhasimende. Khonamanjalo, uFrank Zhang, umsunguli kanye nowayengu-CEO we-ZT, ujoyina njengephini likamongameli omkhulu we-Manufacturing, onikezwe umsebenzi wokusiza ibhizinisi lokukhiqiza ingqalasizinda e-US ngo-2025.
IPhini likaMongameli Omkhulu we-AMD uForrest Norrod ugcizelele ukuthi ukunciphisa izikhathi zokuklama nokusabalalisa izinhlelo ze-AI kuzoba yinzuzo ebalulekile kumakhasimende . Ngamazwi akhe, "Lokhu kutholwa kumele isinyathelo esibalulekile ngaphakathi kwesu lethu lobuhlakani bokwenziwa ukuze sinikeze izixazululo zokuqeqesha nokusebenza ezilungiselelwe, ezikwazi ukulinganiswa, futhi ezilungele ukusetshenziswa."
Umthelela esu nokusebenza kwe-AMD
Ukuhlanganiswa kwe-ZT Systems esigabeni sezixazululo zesikhungo sedatha se-AMD kuzoletha nethimba lonjiniyela abangochwepheshe abangaphezu kwenkulungwane , abazosebenzisana eduze nabasebenzi be-AMD ekwakheni izixazululo ze-AI ezifanela izidingo ezithile zamakhasimende.
Lokhu kuthengwa akusona isinyathelo sokuqala esikhulu se-AMD . Eminyakeni embalwa edlule, inkampani itshale imali eyizigidigidi ezingama-35.000 zamaRandi ekuthengeni i-Xilinx, isinyathelo esihlose ukuqinisa ibhizinisi layo elihlanganisiwe. Uma kuqhathaniswa, lokhu kuthengwa okusha kumelela ukubheja okuneqhinga, yize kungabizi kakhulu, okungaba nomthelela oqondile futhi osheshayo enzuzweni yayo. Ukuze uthole ulwazi olwengeziwe ngezinyathelo zakamuva ze-AMD, ungabheka isibuyekezo sethu se- AMD Ryzen 9000X3D.
Isikhulu esiphezulu se-AMD uLisa Su uchaze ukuthi ukuthengwa kuhambisana kahle nombono wenkampani wokunikeza isevisi ye-AI ephelele , kusukela ku-silicon kuya kuzixazululo ze-turnkey. Engxoxweni yakamuva, uSu ugcizelele ukuthi amakhasimende amaningi aqhubeka nokufuna ingqalasizinda ephelele, elungele ukusetshenziswa, okwenza lokhu kuthengwa kube yingxenye ebalulekile yendlela yabo yobuchwepheshe.
Ngaphezu kwalokho, i-AMD ifuna ukubuyisela ezinye zezinto ezikhiqizwayo zalezi zixazululo e-United States , ngenxa yentshisekelo yayo yokuhlanganisa uchungechunge lokuhlinzeka oluqinile oluhambisana nemvelo yomhlaba wonke, ikakhulukazi lapho kubhekene nokungaqiniseki okufana nezindleko kanye nokungezwani kwezepolitiki. Lesi sinyathelo sibalulekile futhi kumongo wendlela iMicrosoft ethenga ngayo ama-chip engeziwe ku-Nvidia.
Imithelela yesikhathi esizayo kanye nokulindelwe yimakethe
Le nkampani ilindele ukuthi lokhu kuthengwa kuqale ukukhiqiza izinzuzo zezimali ngaphambi kokuphela kuka-2025 , ikakhulukazi ngaphansi kwemibandela engeyona eye-GAAP. Lokhu kusho ukuthi, ngaphandle kwezindleko ezingavamile kanye nokulungiswa kwezimali, umthelela omuhle ezimalini zayo ungabonakala esikhathini esingaphansi konyaka.
I-AMD iphinde yaveza ukuthi isivele ixoxisana nabalingani abaningana bamasu ukuze ithole ibhizinisi lokukhiqiza ingqalasizinda le-ZT Systems, elizoyivumela ukuthi igxile kuphela ekuthuthukiseni izixazululo zobuchwepheshe ngaphandle kokwenza imisebenzi yokukhiqiza ngqo.
Emakethe lapho iNvidia isungule khona ubuholi bayo ngemali engenayo engaphezu kwezigidigidi eziyi-100.000 zamaRandi esigabeni sayo sesikhungo sedatha , i-AMD isenendlela ende okufanele iyihambe. Kodwa-ke, ngokuthengwa kwe-ZT Systems, ithathe isinyathelo esiqinile sokuvala igebe futhi inikeze inani elihlukile ngesivinini, ukuguquguquka, kanye nokwenza ngezifiso izixazululo ze-AI.
ULisa Su uphinde waqinisekisa ngesikhathi sokuvala ukuthi imakethe ye-AI isesesigabeni sayo sokuqala sokuthuthuka . Nakuba kungase kube nombono wokuthi ukukhula kuyahamba kancane, iqiniso liwukuthi izinhlelo zokusebenza ezithile kanye nokusetshenziswa kwe-AI kusaqala ukuvuthwa, kunendawo eyanele yokwanda eminyakeni ezayo. Uma unentshisekelo kulokhu kuthuthukiswa kwe-AI, ungafunda okuthunyelwe kwethu ku- Frameworks for mini PCs.
Umgomo wesikhathi esifushane nesiphakathi we-AMD ukuhola ekusebenzeni kahle kakhulu nokubala okuguquguqukayo . Ukuze kufezwe lokhu, ayincikile nje ekukhuleni okuqinile kwezinto eziphilayo kodwa futhi namasu okuthola aqinisa uhlelo lwayo lwemikhiqizo nezinsizakalo.
Ngokungezwa kwamakhono okuklama nokuhlanganisa e-ZT Systems, i-AMD manje inganikeza ama-CPU, ama-GPU, ama-FPGA, izixazululo zokuxhumana, kanye nezinhlelo eziphelele ezivumela ikhasimende ngalinye ukuthi lamukele ngqo ukucushwa elikudingayo ukuze lifeze imigomo yalo ku-AI kanye nekhompyutha ejwayelekile.
Kusukela ezinkampanini ezinkulu zobuchwepheshe kuya ezikhungweni zocwaningo, abantu abangaba ngabazuzi balokhu kuthengwa baningi . Ngokunikeza amaphakheji aphelele kanye nokusekelwa kokuqaliswa, i-AMD inethemba lokuheha izinkampani ezifuna ukusheshisa ukwenziwa kwazo kwedijithali ngaphandle kokuhlanganisa ingqalasizinda eyinkimbinkimbi ngokwahlukana.
Nakuba imakethe isabuswa yiNvidia, isu le-AMD manje lihlose ukumboza zonke izici : kusukela ekukhiqizweni kwezingxenye kuya ekwakhiweni kwezinhlelo ezingandiswa zamaqoqo amakhulu obuhlakani bokwenziwa. Ukuguquguquka, ukwenza ngokwezifiso, kanye nokuphendula okusheshayo kwamakhasimende kuyizihluthulelo zale ndlela entsha.
Ukuvalwa kwalolu hlelo kuqinisa nokuba khona kokukhiqiza okusezingeni eliphezulu endaweni yase-US , into i-AMD kanye nabalingani bayo abayibheka njengebalulekile kulezi zikhathi zokushintshashintsha kwezinqubomgomo zokuhweba zamazwe ngamazwe.
Ngalokhu kutholwa, i-AMD ayigcini nje ngokukhulisa amakhono ayo obuchwepheshe nokusebenza emkhakheni wobuhlakani bokwenziwa, kodwa futhi iqinisa ukuma kwayo kwamasu uma iqhathaniswa nezimbangi zayo eziyinhloko, inikela ngendlela ebanzi neqondene nomuntu siqu kulabo abafuna ukufaka izixazululo ze-AI ezinkulu. Ukuthi lokhu kuthutha kuzogcina kuvumele ukuthi kufane noma kudlule izinkampani ezifana neNvidia kusazobonakala, kodwa ngokungangabazeki kuyisinyathelo esibalulekile esiteji somhlaba wonke sekhompiyutha ethuthukisiwe.
Umbhali oshisekayo ngomhlaba wamabhayithi nobuchwepheshe ngokujwayelekile. Ngiyathanda ukwabelana ngolwazi lwami ngokubhala, futhi yilokho engizokwenza kule bhulogi, ngikubonise zonke izinto ezithakazelisayo kakhulu ngamagajethi, isofthiwe, ihadiwe, izitayela zobuchwepheshe, nokuningi. Inhloso yami ukukusiza ukuthi uzulazule emhlabeni wedijithali ngendlela elula nejabulisayo.