I-ARM ifuna ukuzuza u-50% wemakethe yeseva eqhutshwa yi-AI

Izakhiwo ze-ARM ziyanda emkhakheni ovame ukubuswa kakhulu Intel kanye ne-AMD: izikhungo zedatha. Ngokufika kwezimfuno ezintsha zobuchwepheshe ezigxile ekuhlakanipheni kokwenziwa, ukusebenza kahle kwamandla sekuyinto ebalulekile, futhi i-ARM ihlose ukusebenzisa leli thuba lokushintsha kwepharadigm. Inkampani yaseBrithani ihlose ukufeza inhloso yokuvelela: ukulawula uhhafu wemakethe ye-CPU yeseva yomhlaba ekupheleni kuka-2025.

Lesi sinyathelo simele ukweqa okukhulu kusuka ku-15% wesabelo semakethe inkampani eyabanjwa ekupheleni kuka-2024, Ngokwemininingwane ehlinzekwe ngu-Mohamed Awad, inhloko yomnyango wengqalasizinda ye-ARM. Nge IA Ikhula ngesivinini esisheshayo futhi nezikhungo zedatha eziphindaphinda izidingo zazo zokucubungula, i-ARM izinikele ngokuqinile enzuzweni ecacile yokuncintisana: ukusetshenziswa kwamandla okuphansi kwama-chips ayo. Ukuze ufunde kabanzi mayelana nokuthi amaseva ahlukene asebenza kanjani, ungafunda mayelana amaseva ku-PUBG, okubonisa futhi ukuthi imiklamo eyenziwe kahle isetshenziswa kanjani.

Isifiso sokuvelela esisekelwa ukukhula kwe-AI kanye nokufuna ukusebenza kahle

Ukunyuka kobuhlakani bokwenziwa kushayela isidingo sezisombululo zamakhompiyutha ezisimeme futhi eziyingozi, okuzuzisa ngokuqondile i-ARM. Uma kuqhathaniswa nezakhiwo ze-x86 zendabuko, ezifana nalezo ezisetshenziswa i-Intel ne-AMD, ama-chips asekelwe ku-ARM agqama ngokusebenzisa kwawo amandla aphansi ngaphandle kokudela ukusebenza. Lokhu kukhanga ikakhulukazi izinkampani zobuchwepheshe eziphethe ingqalasizinda emikhulu, njengabahlinzeki besevisi yamafu amakhulu. Uma unentshisekelo yokuthi ungayishintsha kanjani i-DNS ku Windows 11 Ukuze uthuthukise uxhumano, ungabonisana Lesi sihloko.

Ukukhula kwamaseva aklanyelwe ngqo imisebenzi ehlobene ne-AI—efana nencazelo kanye nokuqeqeshwa kwemodeli eyinkimbinkimbi—kudinga ukusebenza kahle kwamandla okuphezulu, ngokusho kuka-Awad. Ngaphansi kwalesi sisekelo, i-ARM ibeka inkundla yayo ye-Neoverse njengesixazululo esithuthukisiwe sale makethe entsha, esithathe isithakazelo sama-giants afana ne-Amazon Web Services (AWS), iMicrosoft, Google, ne-NVIDIA.

Ngokungeziwe ekunikezeni izinzuzo zobuchwepheshe, imodeli yebhizinisi ye-ARM nayo inomthelela kulo mfutho: Inkampani iklama ama-chips, kodwa ayiwakhiqizi. Kunalokho, inikeza amalayisense ezinkampani zangaphandle ezifana TSMC noma i-Samsung, eyivumela ukuthi ikhule ngokushesha ngaphandle kwesidingo sokutshala izimali ezinkulu kungqalasizinda yokukhiqiza.

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Ukukhula kokutholwa ngabadlali abakhulu bamafu

Izinkampani ezifana ne-AWS, i-Microsoft Azure, ne-Google Cloud sezivele ziqalile ukuthuthukisa noma ukuthumela ama-ARM chips ezikhungweni zabo zedatha. Endabeni ye-Amazon, umndeni wayo wakwaGraviton wamaphrosesa usuvele umele ingxenye ebalulekile yemikhumbi yeseva yenkampani. Kulinganiselwa ukuthi ngaphezu kwengxenye yama-chips abawengezile eminyakeni yamuva nje asekelwe kulobu buciko.

I-Google ilandele lo mkhuba nge-chip yayo ye-Axion, nayo esekelwe ku-ARM Neoverse V2, kuyilapho iMicrosoft yethule ama-CPU ayo e-Cobalt 100, nayo yathuthukiswa ngaphakathi ngokusekelwe ku-ARM. Lezi zinyathelo zibonisa uguquko lwesu lwezinkampani ezinkulu zobuchwepheshe eziya ezixazululweni ezisebenza kahle nezenziwe ngezifiso, okunikeza i-ARM ukuthuthukiswa okubalulekile ngaphakathi kwe-ecosystem yamafu. Lokhu kufana nokubaluleka kwamaseva kwezinye izimo, njengoba kushiwo ku Amaseva e-DLNA.

Ngokufanayo, I-NVIDIA ihlanganise ama-Grace processors ane-architecture ye-ARM ekunikeleni kwayo, yakhelwe ngokukhethekile ukuphatha ukumiswa okuyinkimbinkimbi okudingekayo ezinhlelweni zokuqeqesha ze-AI. Amaseva e-DGX ahlonyiswe ngalawa ma-chips kulindeleke ukuthi abe nesidingo esinamandla kulo nyaka, okuqhubekisela phambili ukukhula kwe-ARM kule ngxenye.

Umgomo wokuvelela kodwa onezisekelo zamasu

Ukukhuphuka kusuka ku-15% wamanje kuya ku-50% wesabelo semakethe ngonyaka owodwa kungase kubonakale kunolaka, futhi abanye abahlaziyi babheka lesi sibikezelo njengesiyisifiso esikhulu kunokuba singokoqobo. Amafemu afana no-Omdia alinganisela ukuthi lelo nani lizosondela ku-20% kuya ku-23% ekupheleni kuka-2025, ngokusekelwe ekuqageleni kokuthunyelwa kwamaseva emhlabeni jikelele.

Noma kunjalo, ijubane lokutholwa yilabo ababizwa ngokuthi "ama-hyperscaler" - i-AWS, i-Google, i-Microsoft, ne-Alibaba - ingavuna i-ARM kulokhu. Kulinganiselwa ukuthi i-AWS iyodwa ingathumela ama-ARM CPU angaphezu kwezigidi eziyi-1,2 kumaseva ayo phakathi no-2025, okugcizelela ukuphusha okuqinile kwalolu hlobo lwezakhiwo ezindaweni ezibaluleke kakhulu zemishini.

Akukhona nje ngama-CPU endabuko. Amadivayisi amaningi ezengezo ezikhungweni zedatha, njengama-SmartNIC, ama-DPU (amayunithi okucubungula idatha), namakhadi okuphatha njenge-Nitro, aphinde asebenzise ama-ARM cores, okuphinde kunwebe ukuba khona kwalesi sakhiwo ku-ecosystem yeseva.

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Isakhiwo esidlula iseva

Intshisekelo ye-ARM ayikhawulelwe kumkhakha weseva kuphela. Inkampani inezinhlelo zokwandisa ubukhona bayo kwezinye izindawo ezinjengama-PC ane Windows, izimoto ezixhunyiwe, Amadivayisi eselula nezinto ezigqokwayo. Eqinisweni, ngenkathi ababekulindele ngaphambili bekuwukuthwebula ama-50% emakethe ye-PC ngo-2029, manje sebegxile kakhulu ekuhlanganiseni isikhundla sabo ezikhungweni zedatha, lapho indawo ivuma khona kakhulu ngenxa yesidingo samandla kanye nokukhula kwe-AI.

Isikhulu se-ARM uRene Haas uthe izifiso zakhe ze-AI zidlulela ngalé kwezikhungo zedatha. Baphinde bafune ukumboza izingxenye ezibalulekile zenethiwekhi, izimoto, amadivaysi ahlakaniphile asekhaya kanye nezinye izici zalokho okwaziwa ngokuthi "umphetho", lapho ukusondela komsebenzisi wokugcina kudinga ukubambezeleka okuphansi nokusebenza kahle okuphezulu. Ukuguquguquka kwezakhiwo zayo kuyafana nalokho okuxoxwe ngakho Inkulumompikiswano nge-Meta AI ne-ChatGPT.

Le ndlela enezinkundla eziningi ivumela i-ARM ukuthi ihlukanise imali engenayo kanye nezindawo zobuchwepheshe, ngemodeli yelayisense-centric ebilokhu ikhombisa ukukala kwayo iminyaka. Idizayini ngayinye entsha eguqulelwe ku-AI, i-PC, noma amadivayisi eselula inikeza imali eyengeziwe ngaphandle kwesidingo sokungenelela okuqondile ekukhiqizeni.

Ngenhlanganisela ekhangayo yokusebenza kahle kwamandla, ukuguquguquka kwedizayini, izindleko ezincintisanayo nokusekelwa okuvela kozakwethu abakhulu bezobuchwepheshe, Isu le-ARM libukeka lihambisana kahle nezidingo zekhompuyutha yesimanje. Unyaka wezi-2025 uzoba unyaka obalulekile wokuhlola ukuthi lo mbono ungahunyushwa kangakanani ube yisenzo semakethe esibambekayo. Umfutho we-ARM uyawuzuza ku-AI ekhulayo- futhi indawo egxile ekuzinzeni ayikwazi ukubukelwa phansi. Ukukhula kokubamba iqhaza kwezinkampani eziholayo njenge-AWS, iMicrosoft, ne-Google, kuhlanganiswe nokuduma komkhiqizo we-NVIDIA kanye nokuguquguquka kwemodeli yebhizinisi layo, kubeka i-ARM njengomdlali ofaneleka kakhulu, okwazi ukumaka ngaphambi nangemuva ekwakhiweni kwezikhungo zedatha zesikhathi esizayo.

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Isaka

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.