Kei te whakamahere a Google i tētahi maramara hou hei whakahaere i ngā tauira Gemini kia pai ake ai te mahi, e ai ki ngā pūrongo a te Information ↗
E ai ki ngā pūrongo kei te whakawhanake a Google i tētahi maramara tūmau e whakauru tika ana i ngā wāhanga o Gemini ki roto i te taputapu. Ko te ingoa o te kaupapa nei ko "Frozen v2", he mea hanga hei whakatutuki i ngā urupare AI me te whakamahi i te mana rorohiko iti ake.
E ono ki te tekau ngā wā ka nui ake ngā tohu hiko e tukuna ana e te maramara i ngā taputapu AI ritenga hou a Google. He ahua pōrangi rawa atu tēnā... ahakoa kei te whakaotihia tonutia te hoahoa.
Ka noho tahi te kaupapa me ngā TPU o nāianei a Google, kaua e whakakapi, i te mea kei te raru te kamupene i te ngoikoretanga o te kaha AI kua akiaki i a Google Cloud ki te whakakore i ētahi o ngā whakaaetanga a ngā kiritaki.
Ka whakamutua e Moonshot o Haina ngā ohaurunga ki a Kimi i waenga i te pikinga o te tono me te akiaki IPO ↗
I mutu te whakaae a Moonshot AI i ngā ohaurunga hou ki a Kimi mō tētahi wā poto whai muri i te nui rawa o te tono mō tā rātou tauira K3 i te kaha rorohiko e wātea ana.
E 2.8 tiriona ngā tawhā kei roto i te K3, ā, kua hurahia e tōna rongonui te āhua pōuri o ngā tauira kaha - e hiahia tonu ana ngā pūmanawa atamai ki te puranga nui o ngā maramara me te hiko.
Kei te rapu pūtea hou anō hoki te kamupene hou o Haina, ā, kei te tūhuratia hoki tētahi kamupene e rārangi ana ki Hong Kong. E ai ki ngā pūrongo kua kōrerohia e rātou te mahere me ngā kaitohutohu pūtea whai muri i te kohi piriona tāra mai i ngā kaipupuri moni.
I whakaaetia e te kaiwhakawā o Amerika te whakataunga $1.5 piriona a Anthropic mō te kereme mana pupuri ↗
I whakaaetia e te kaiwhakawā ā-motu te whakataunga $1.5 piriona a Anthropic me ngā kaituhi i whakapae i te kamupene mō te whakamahi i ngā pukapuka tahae i a rātou e whakawhanake ana i a Claude.
Koinei te utu nui rawa atu i roto i tētahi kēhi mana pupuri o Amerika, ā, ko te kēhi whakangungu AI nui tuatahi tēnei ki te tae ki tētahi whakataunga. Neke atu i te 91% o ngā kaituhi me ngā kaiwhakaputa whai mana kua kereme i tētahi hea.
I kitea i mua e te kooti ko te whakangungu i te AI ki ngā pukapuka ka taea te kī he whakamahinga tika, i te wā e whakahē ana i te penapena a Anthropic i ngā miriona taitara tahae. He rārangi ture i tuhia ki te pene, ki te kī ngāwari.
Kua hainatia e Hut 8 te rīhi pokapū raraunga AI $9.8 piriona, ā, kua hokohoko katoatia te puni o Texas ↗
I hainatia e te kamupene keri moni matihiko o mua, Hut 8, tētahi rīhi pokapū raraunga AI tuarua mō ngā tau 15 me te uara o te $9.8 piriona me tētahi kiritaki taumata haumi kāore i whakaingoatia.
E 352 megawatts te nui o te hiko e tukuna ana e te kirimana, ā, ka rua te nui o te hiko e tukuna ana e te kiritaki ki te puni o Hut 8 i Texas. Ko te uara o te kirimana turanga o te papa inaianei ko te $19.6 piriona - kua huri te hiko hei oko hinu hou, tata ki te iti iho.
I hangaia anō e Hut 8 tōna whare raraunga tuatahi i runga i te hoahoanga a Nvidia, me te whakanui ake i te kaha o te raraunga mā te 57% me te kore e tāpiri atu i te whenua, i te urunga atu rānei ki ngā ratonga.
Ka hokona e Tempus te kaihanga whakamātautau mate pukupuku a Personalis mō te $1.5 piriona ↗
I whakaae te kamupene rongoā tika, a Tempus, e whakamahi ana i te AI, ki te hoko i a Personalis i roto i tētahi whakaaetanga e $1.5 piriona te uara.
Mā te hoko ka riro i a Tempus te mana whakahaere o NeXT Personal, he whakamātautau toto e hanga ana i tētahi waitohu ira mō te mate pukupuku o ia tūroro, ā, e rapu ana hoki i ngā tohu iti e toe ana i muri i te maimoatanga.
He iti rawa pea aua tohu mō ngā matawai tuku iho. Mā te whakakotahitanga ka whakapakari ake i te pakihi matepukupuku a Tempus, ahakoa i āta aro atu ngā kaipupuri moni ki te hanganga nui o ngā hea o te whakaaetanga.
Tērā pea ka taea e te puāwaitanga o ngā maramara AI te hanga i te kamupene tuatahi o ASML Europe e toru miriona tāra te utu? ↗
Nā te tono mō ngā maramara AI kua tata te uara o te ASML ki te $700 piriona, ā, kua ara ake te tūponotanga o mua he iti noa te porangi ka noho ko ia te kamupene tiriona tāra tuatahi o Ūropi.
Ko ASML anake te kaiwhakarato o ngā mīhini whakairo hihi-ira tino-tino e hiahiatia ana hei hanga i ngā maramara matatau rawa atu o te ao. Kua tata te hoko katoa i ana pūnaha matua, he rarangi roa tēnei.
Ko te mea tino koretake ko te korenga o te whakapaunga nui a ngā kamupene kapua nui ki ngā pokapū raraunga. Heoi anō, e kite ana ētahi kaitātari he mea tika te uara tiriona tāra... koia rā te āhua.
Ngā Pātai Auau
He aha a Google e whakawhanake ana i tētahi maramara hou mō ngā tauira Gemini?
E ai ki ngā pūrongo, kei te whakawhanakehia e Google te maramara tūmau "Frozen v2" hei whakatutuki i ngā urupare a Gemini me te whakamahi i te mana rorohiko iti iho. Ka taea e te hoahoa te tuku tohu e ono ki te tekau ngā wā he nui ake i ia waeine hiko i ngā taputapu AI ritenga hou a Google. Engari i te whakakapi i ngā TPU a Google, ka tāpiri atu ki a rātou, ka āwhina hoki ki te whakamama i te taumahatanga e piki haere ana ki te kaha rorohiko AI.
He aha i whakamutua ai e Moonshot AI ngā ohaurunga hou a Kimi?
I mutu te whakaae a Moonshot AI ki ngā ohaurunga hou ki a Kimi i muri i te nui ake o te tono mō tana tauira K3 i te kaha rorohiko e wātea ana. E whakaatu ana te whakamutu i tētahi wero tonu i roto i te AI whakaputa: ahakoa ngā pūmanawa matatau, ka whakawhirinaki ki te nui o ngā maramara, te hiko me ngā hanganga pokapū raraunga. E ai ki ngā pūrongo kei te kohi pūtea a Moonshot, ā, kei te whakaaro pea ki te whakarārangi ki Hong Kong.
He aha te tikanga o te whakataunga mana pupuri a Anthropic mō te whakangungu AI?
Nā te whakataunga $1.5 piriona a Anthropic i whakatau ngā kereme i whakamahia ngā pukapuka tāhae i te wā i whakawhanakehia ai a Claude. I tohu te kooti ko te whakangungu i tētahi tauira AI i runga i ngā pukapuka ka taea te kī he whakamahinga tika, engari ko te rokiroki i ngā tārua tāhae he take motuhake. Nō reira, ka wehewehea e te take te whakamahinga o ngā ihirangi mō te whakangungu tauira me te whiwhi, te pupuri rānei i aua ihirangi i runga i te ture kore.
He aha i nui haere ai te uara o ngā rīhi pokapū raraunga AI?
Ko ngā tauira AI e hiahia ana ki te mana rorohiko nui, te hiko me ngā hanganga motuhake, ā, ka nui haere te uara o ngā puni pokapū raraunga nunui. Ko te rīhi hou 15-tau a Hut 8 e kapi ana i te 352 megawatts, ā, ko te uara kua pūrongohia he $9.8 piriona. I hangaia anō e te kamupene he whare raraunga e ai ki te hoahoanga a Nvidia, e whakawhānui ana i te kaha me te kore e hiahiatia he whenua tāpiri, he urunga ratonga rānei.
Me pehea e awhina ai te hoko a Personalis ki a Tempus?
Mā te hoko i a Personalis ka hoatu ki a Tempus te mana whakahaere o NeXT Personal, he whakamātautau toto i hangaia hei kite i ngā tohu iti o te mate pukupuku i muri i te maimoatanga. Ka hangaia e te whakamātautau he waitohu ira mō te mate pukupuku o te tūroro takitahi, kātahi ka rapu i ngā rauemi pukupuku e toe ana ka ngaro pea i ngā matawai tikanga. Ko te whāinga o te hoko ko te whakapakari i ngā mahi rongoā me te mate pukupuku tika a Tempus.
Ka taea e te puāwaitanga o te maramara AI te hanga i a ASML hei kamupene tiriona-tāra?
Tērā pea ka whai hua a ASML nā te mea ko ia anake te kaiwhakarato o ngā mīhini whakairoiro ultraviolet tino kaha e whakamahia ana hei hanga i ngā maramara tino matatau. Nā te nui o te tono mō ngā maramara AI kua tata te uara ki te $700 piriona, ā, kua tata te hokona katoatia o ana pūnaha matua. Ko te ekenga ki te uara tiriona tāra ka whakawhirinaki nui ki te haere tonu o ngā haumitanga nui a ngā kamupene kapua nui ki ngā pokapū raraunga me ngā semiconductors.