- ISoftBank idayise amasheya ayizigidi ezingama-32,1 we I-Nvidia ngo-Okthoba 2016 ngo-$5.83 billion.
- Inhlokodolobha iqondiswe kabusha ku I-OpenAI kanye ne-Stargate megaproject yezikhungo zedatha, enezibopho ezingaba cishe izigidigidi ezingama-40.000.
- I-Nvidia yehle cishe ngo-3% ngemuva kokumenyezelwa kwesivumelwano, nakuba ukuvumelana kuseyizincomo zokuthenga.
- ISoftBank ibike inzuzo ecishe ibe ngamaRandi ayizigidi eziyizinkulungwane ezingama-16.600 futhi yamemezela ukuhlukaniswa kwesitoko esingu-4:1 ekuqaleni kukaJanuwari.
ISoftBank ikhiphe ukuphuma okuphelele ku-Nvidia ngemuva kokuthengisa 32,1 million amasheya ngo-$5.830 billion ngo-Okthoba. Lesi sinyathelo sihambisana necebo leqembu lase-Japan lokukhulula imali yokukhokha ukuze kuqiniswe ukutshalwa kwezimali kwalo okuqondile kungqimba yesicelo se- ukuhlakanipha okufakelwayonge-OpenAI njengamaphrojekthi ayo wengqalasizinda asemqoka kanye namakhulu aseduze.
Kubatshalizimali baseYurophu naseSpain, ukusebenza kunikeza incazelo ecacile: Ihlelwa kabusha lapho inani lithwetshulwa khona IAISoftBank ibeka phambili ubunikazi bamamodeli nezinkundla ngaphezu kwe ukwenziwa kwe-chipLolu shintsho lungaba nemiphumela emakethe yamasheya, abahlinzeki besikhungo sedatha, kanye nochungechunge lokuhlinzeka ngobuchwepheshe bezwekazi.
ISoftBank isusa i-Nvidia: izibalo nezizathu
Inkampani iqinisekise ukuthengiswa okuphelele kwesigxobo sayo eNvidia, ngenani le $5.830 billion (cishe amabhiliyoni angu-5.050)Lo msebenzi wenzeke ngokuqhathaniswa nokwasemuva kwerekhodi eliphezulu lefemu ye-semiconductor, kanye nenhloso eshiwo yeSoftBank yokwenza imali ngezikhundla eziwinile ukuze kuxhaswe ukubheja okusha ku-AI.
Isikhulu Esiphezulu Kwezezimali u-Yoshimitsu Goto ugcizelele ukuthi, njengeqembu lokutshala izimali, iSoftBank yenza imali futhi ithuthe imali eyinhloko ngokuphindaphindiweIgwema impikiswano mayelana nokuthi likhona yini ibhamuza emkhakheni, umcabango oyisisekelo uwukugxilisa izinsiza kumaphrojekthi lapho inkampani ilindele imbuyiselo enkulu kakhulu: amamodeli, isofthiwe, nezikhungo zedatha ezisezingeni eliphezulu.
Le ndlela iza ngemuva kwemiphumela eqinile: ISoftBank iqophe a inzuzo ecishe ibe yizigidi eziyizinkulungwane eziyi-16.600 zamaRandi kwikota yayo yesibili yezimali, eqhutshwa ikakhulukazi ukubuyekezwa kwempahla ehlobene ne-AI ngeSikhwama Sombono, ebesingeza izinzuzo ezingaba yizigidigidi eziyi-19.000 kulesi sikhathi.
Ngokuhambisanayo, leli qembu limemezele a isiqephu 4:1 yamasheya ayo iqala ukusebenza ekuqaleni kukaJanuwari, ifuna ukwandisa isisekelo sayo sabanikazi bamasheya nokwenza ngcono ukufinyeleleka kwemakethe kwenani.
Ukusabela kwemakethe kanye nokuthatha abatshalizimali eSpain naseYurophu
Ngemuva kokumenyezelwa kokwehliswa kwemali, amasheya kaNvidia abhalise a yehla icishe ibe ngu-3% ku-Wall Street. Noma kunjalo, ukuvumelana kwemakethe okuhlanganiswe yi-LSEG kusalokhu kwakha: abahlaziyi abaningi batusa ukuthenga, ngenani eliqondiwe elimaphakathi esifundeni $ 230 ngesabelo ngasinye.
Kumaphothifoliyo aseYurophu, umlayezo ukabili. Ngakolunye uhlangothi, ukunyakaza kwalolu bukhulu kungakhuphula ukuguquguquka ezinkampanini ezinokuchayeka okukhulu ku-AI. Ngakolunye uhlangothi, ukwabiwa kabusha kwezimali maqondana Amamodeli nezinsizakalo ze-AI Lokhu kungazuzisa abahlinzeki bamafu, abahlanganisi kanye nenethiwekhi esafufusa yezikhungo zedatha e-EU, lapho i-Spain izuza khona njengehabhu.
Izinkulumo-mpikiswano mayelana nokulinganisa okuphezulu ziyaqhubeka, amanye amazwi abona izimpawu zengcindezi ekuphindaphindeni komkhakha. Kodwa-ke, iSoftBank iphikisa ukuthi i ingozi yokungatshali Kulesi sigaba, ingozi ingase ibe nkulu kunaleyo yokutshala izimali, isimo okufanele imakethe yaseYurophu isilinganise ngokuvumelana nokubekezelela ingozi kanye nesikhathi somkhathi.
Esikhathini esizayo esiseduze, ingcindezi yentengo ye-Nvidia ihambisana nendima yayo eyinhloko ekusheshiseni i-AI. Kulabo ababuka abavela eYurophu, ukhiye uzobe uqapha isidingo sama-chips namandla okuhlinzeka, kanye nokuvela kwamaphrojekthi wedatha azimele kanye nokulawulwa kwedijithali komphakathi.
Ibheke kumamodeli nengqalasizinda: I-OpenAI ne-Stargate
ISoftBank izinikele ngezimali ezibalulekile ku-OpenAINgokohlelo lwakhe, ulindele ukutshala imali eyengeziwe engu-$22.500 billion nge-Vision Fund 2 ngoDisemba, ngokuzibophezela komhlaba wonke okungenzeka kube khona izigidi ezingu-40.000 Esikhathini esimaphakathi. Izibalo zangaphakathi ziphakamisa ukuthi ukuchayeka ngokuphelele kungafinyelela ku-34.700 billion ekupheleni konyaka, ngokusho kwezibikezelo ezidluliselwe kubatshalizimali.
Ngaphezu kwalokho, iqembu lihola iphrojekthi kanye ne-OpenAI. StargateUmkhankaso wesikhungo sedatha okuhloswe ngawo ukuhlanganisa imali efinyelela ezigidini eziyizinkulungwane ezingama-500.000 zamaRandi esikhathini eside, ngesigaba sokuqala samabhiliyoni ayi-100.000 lapho iSoftBank kanye ne-OpenAI zizofaka khona imali elinganiselwa ku-$19.000 billion. Umgomo: ukubeka isisekelo izinsiza ezinkulu ze-AI ngokulawula nokusebenza kahle.
Imephu yomgwaqo iphelezelwa ukuthengiselana kwebhizinisi okufanayo. ISoftBank yenze inqubekelaphambili ku ukutholwa kwe-Ampere Computing (i-chip design) ngemali elinganiselwa ku-$6.500 billion, futhi yethule imigqa emisha ehlobene namarobhothi nengqalasizinda. Iphinde yaqeda ukudayiswa kwe ingxenye yesikhundla sakhe kwa-T-Mobile ngamarandi ayizigidi eziyizinkulungwane ezingama-9.170, iqinisa imali egciniwe yayo yokuhlasela i-AI.
Kuleso simo, iSoftBank igcina ingxenye yayo ku-Arm nezinye izinkampani ngaphakathi kwe-ecosystem, ukulingana okungaba usizo ekulinganiseni ukuchayeka phakathi izakhiwo, isofthiwe namasevisi emjahweni wekhompuyutha osheshisiwe.
Ingemuva nokulingana kwamasu
Lesi akusona isikhathi sokuqala iSoftBank ihoxa kuNvidia: isivele yakwenza lokho ngo-2019, lapho uthengise isikhundla esiqoqiwe kusukela ngo-2017 Lokhu kwenzeke ngesikhathi sobuthakathaka enanini lesitoko. Umehluko manje ukuthi ukuphuma kuyenzeka nge-Nvidia ekuphakameni kwayo ngaso sonke isikhathi, iphakamisa uguquko lwamaqhinga kunesidingo sokusebenzisa imali.
Esikhundleni sokuphikisa ingqalasizinda, incazelo esabalele kakhulu emakethe ukuthi iSoftBank ikholelwa ukuthi inzuzo encane Izogxila kumamodeli nasekulawuleni inkundla, ngaphandle kokuyeka ukuthembela kuma-chips angcono kakhulu uma kudingeka ukuze yenze lowo mbono.
Isinqumo siyingxenye yohlelo lokusebenza ukuphathwa kwe-balance sheetImiphumela eqinisiwe, ukuhlukaniswa kwesitoko esingu-4:1 ekuqaleni kukaJanuwari, kanye nenqubomgomo yokushintshaniswa kwempahla ebeka phambili amathuba ngesilinganiso. Naphezu kweziqephu ezedlule zokuntengantenga okuphezulu kuphothifoliyo yayo, inkampani ibambelele ekutheni ukuma kwayo kwe-AI okwamanje kungumshayeli wayo oyinhloko wokudala inani.
Kubatshalizimali eSpain naseYurophu, icala lisebenza njengereferensi yokulinganisa ukuchayeka: ukuhlanganisa abakhiqizi be hardware nabathuthukisi be amamodeli kanye nezicelofuthi inikeze isisindo kwingqalasizinda yedatha ebalulekile. Okubalulekile kuzoba ukuhlola imijikelezo yesidingo, izilinganiso ezizinzile, namandla okuqhuba amaphrojekthi amakhulu e-capex.
Umnyakazo weSoftBank uhlanganisa ithisisi yamanje ku-AI: ukubheja ngokuba namamodeli nezinkundla abawasebenzisayo, bethembele kubahlinzeki bamashiphu abangcono kakhulu uma kunesidingo. Isimo sezulu Izosho ukuthi lokho kwabiwa kabusha kwenhloko-dolobha kuyedlula yini, ngembuyiselo elungiswe ubungozi, kusale umnikazi wamasheya kunkanyezi enkulu yokusheshisa kwe-AI.
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.