💸 I whiwhi a CoreWeave i te $8.5 piriona putea hei whakawhānui i te hanganga AI ↗
I tukuna e CoreWeave tētahi putea pūtea hou hei whāngai tonu i te taniwha rorohiko. I kī te kamupene ka tautoko te whakaurunga whakaroa i te whakawhānui ake i tana tūāpapa kapua AI, e tino rite ana ki tēnei wāhanga o te mākete - he nui ake ngā GPU, he nui ake ngā pokapū raraunga, he nui ake ngā nama, he nui ake ngā mea katoa.
I te tīmatanga, ka taea e ia te nama tata ki te $7.5 piriona, me te piki ake ki te $8.5 piriona i te mea ka pumau ngā rawa. Nā Morgan Stanley me MUFG i hanga tahi te kirimana, i uru atu a Goldman Sachs me JPMorgan, ā, nā Blackstone Credit & Insurance i whakapūmau - he tohu mārama tēnei ehara i te kōrero pakihi pōrearea. (Reuters)
🧠 E $2 piriona tāra te petipeti a Nvidia ki a Marvell nā te mea e piki haere ana te whakamahi i te AI hei akiaki i te whakataetae ↗
I whakapau a Nvidia i te $2 piriona ki a Marvell, ā, he mārama noa te kōrero huna - kia noho tonu ki waenganui, ahakoa kua piki haere te hunga kiritaki ki ngā maramara ritenga. He rite tonu te āhua ki te ārai me te whānui i te wā kotahi.
Ka honoa e te kirimana ngā taputapu silicon me te whatunga ritenga a Marvell ki te pūnaha rauropi a Nvidia, me te arotahi ki ngā hononga whatu me ngā photonics silicon. He māmā noa iho: he tere ake, he pai ake te nekehanga raraunga i roto i ngā pūnaha AI nunui, kua waiho hei tetahi o ngā arai tūturu, ehara i te mea he whakataetae noa iho mō ngā tika whakamanamana maramara mata. (Reuters)
💬 Kei te panuitia e Salesforce tētahi whakahoutanga hangarau-kaha mō Slack, me ngā āhuatanga hou e 30 ↗
I whakanuia a Slack e te AI - i whakanuia rānei, i runga i tō manawanui ki ngā whakaaturanga pūmanawa umanga. I huraina e Salesforce ngā āhuatanga hou e 30, ko te kaupapa nui ko te hanga i a Slackbot kia rite ki te kaihoko me te kaha ake i roto i ngā mahi o ia rā.
Ko te mea tino hira ko ngā pūkenga AI ka taea te whakamahi anō, e āhei ai te tangata ki te tautuhi i ngā mahi ka taea te mahi anō ka taea e Slackbot te whakahaere puta noa i ngā hongere, ngā taupānga, me ngā raraunga kamupene. Kei te whakatakoto a Salesforce i tētahi heke mai ka patohia e koe tētahi mea ngāwari pēnei i te "waihanga tahua", ā, ka whakahaerehia e te karetao te rapu taonga, te tauira, tae noa ki te whakarite hui. He nui pea. Heoi anō, koinei te kaupapa nui. (TechCrunch)
🛡️ Me tutuki e ngā kamupene AI e hiahia ana ki te mahi tahi me te kawanatanga o California ngā paerewa tūmataitinga me te haumarutanga hou. ↗
I neke a California ki te whakakaha i ngā here ki ngā kaihoko AI e hiahia ana ki ngā mahi a te kāwanatanga. He mea nui tēnei nā te mea, ahakoa kei te hurihuri tonu a Washington i ngā ture whānui o te AI, kei te kimi tonu ngā kāwanatanga i ngā huarahi hei whakatakoto i ngā ārai whai hua mō te hokohoko.
E ai ki te pūrongo a The Verge, ko ngā paerewa hou i ahu mai i tētahi whakahau a te Kāwana Gavin Newsom. Nō reira, ehara tēnei i te mea mō ngā kōrero whakahirahira o te tauira rohe, engari mō tētahi āhuatanga kua mōhiotia - ki te hiahia koe ki ngā kirimana kāwanatanga, me tutuki i te tuatahi ngā paearu tūmataiti me te haumarutanga. Ehara i te mea ataahua, engari he mea piri tonu. (The Verge)
🚪 Ka kati a Yupp i muri i te kohi $33M mai i a Chris Dixon o te a16z crypto ↗
Ko Yupp, te kamupene hou e āhei ai ngā kaiwhakamahi ki te whakataurite i ngā putanga mai i ngā rau o ngā tauira AI me te tuku urupare mō ngā mea i tino pai te mahi, kei te kati i raro i te tau kotahi i muri i te whakarewatanga. He hekenga uaua tēnei mō tētahi kamupene he nui āna mahi purapura me ētahi ingoa tino kanapa kei te taha.
I kī ngā kaiwhakaū kāore i kitea he pai te hua, ahakoa kua rēhitatia e Yupp te 1.3 miriona kaiwhakamahi, ā, e kohia ana e ia ngā miriona tohu manakohanga i ia marama. He tino tere rawa te huringa: i tere rawa te neke o te AI, ā, i oma atu ngā tauira i te mea i hangaia hei āwhina i te aromatawai i ngā tauira. (TechCrunch)
🍎 E ai ki ngā pūrongo a Bloomberg, kua whakamātau a Apple i te āhuatanga Siri e whakahaere ana i ngā whakahau maha i te wā kotahi ↗
E ai ki ngā pūrongo kei te whakamātautau a Apple i tētahi āhuatanga Siri ka taea te tukatuka i ngā tono maha i roto i te pātai kotahi, he mea taketake tēnei mō ngā kaiawhina AI o ēnei rā, engari mō Siri he tohu tēnei i tētahi panonitanga nui. Te āhua nei kei te neke haere a Apple mai i te kaiawhina ki te karetao kōrerorero, ahakoa kāore pea e kiia pērā i tēnei wā.
E ai ki a Reuters kei te hangaia te āhuatanga ki roto i ngā pūnaha whakahaere a Apple e haere ake nei, ko te whakahoutanga whānui o Siri e hono ana ki te hangarau Gemini, ā, e tūmanakohia ana ka whakaaturia ki te WWDC i te 8 o Hune. He māmā noa te pānui whānui - kei te āhua tonu a Apple kei te hopu i a ia, engari kei te neke haere tonu me te tere nui ake. (Reuters)
⚡ E ai ki a S&P Global, kei te whakamātautauhia te whakapaunga AI $635 piriona a Big Tech mō te ohorere pūngao ↗
Ko tētahi o ngā kōrero nui mō te AI ehara i te whakarewatanga o ngā hua - engari ko te pire. I whakatūpato a S&P Global tera pea ka whakamatautauria te nui o ngā hanganga AI i whakaritea e Microsoft, Amazon, Alphabet, me Meta e te pikinga o ngā utu pūngao me te koretake o te ao tōrangapū.
He tino rawe te nama matua: $635 piriona te whakapaunga kua whakaritea mō te AI i tēnei tau, he pikinga mai i te $383 piriona i te tau i mua. Ko te raruraru, he oumu iti e hiahia ana ki te hiko ngā pokapū raraunga, nō reira, ki te noho utu nui te hiko, ka tīmata te ahua o te pūngao AI kia kaua e rite ki te rōkete, engari kia rite ki te taraka hokohoko me te wira whati kotahi. (Reuters)
Ngā Pātai Auau
He aha te take e whiwhi nui ana ngā hanganga AI i ngā pūtea hou i tēnei wā?
Kei te nui te pūtea e kohia ana e ngā hanganga hangarau mohio (AI) nā te mea kei te piki haere tonu te hiahia mō ngā rorohiko, ngā GPU, me te kaha o ngā pokapū raraunga. I roto i tēnei whakarāpopototanga, e tohu ana te nama piriona tāra a CoreWeave kei te whakapono tonu ngā kaipupuri moni he wāhi kei te tipu haere te hiahia mō ngā kapua AI nui. He māmā noa te tauira whānui: e hiahia ana ngā kamupene ki te nui ake te kaha inaianei, ahakoa ko te tikanga o tēnā ko te tango nama nui hei hanga tere ake.
He aha te tikanga o te nama $8.5 piriona a CoreWeave mō te mākete AI?
E kī ana tēnei kāore te hanganga AI e puteahia ana pērā i te peti taha whakapae. Ko tētahi whare o taua rahi, e tautokona ana e ngā peeke nui me ngā kamupene nama, e tohu ana i tētahi wāhanga kua pakeke ake, kua nui ake te haumitanga o te mākete. E whakaatu ana hoki ko te whānui haere o ngā tūāpapa kapua AI inaianei e whakawhirinaki ana ki te hanganga pūtea me te pumau o ngā rawa, me te hiahia hangarau anō hoki.
He aha i haumi ai a Nvidia ki a Marvell, kaua ko te hanga noa i ngā mea katoa?
Ko te ahua nei he huarahi tēnei mā Nvidia kia noho tonu hei pokapū i te mea he nui ake ngā kaihoko e tūhura ana i ngā maramara ritenga me te whatunga motuhake. Ka kawea mai e Marvell te silicon ritenga, ngā hononga whatu, me ngā photonics silicon ki te hononga tata atu ki te pūnaha rauropi a Nvidia. He mea nui tēnei nā te mea kua piki haere te here o ngā pūnaha AI ehara i te mea nā ngā maramara anake, engari nā te tere me te pai o te neke raraunga i waenga i a rātou.
Kei te pēhea te hurihanga o Slack me ēnei āhuatanga AI hou katoa?
Kei te akiakihia a Slack ki tētahi wheako reremahi rite tonu ki te mahi a te kaihoko, kaua ki tētahi taputapu kōrerorero taketake me te paparanga AI kei runga. Ko te panonitanga tino mārama ko ngā pūkenga AI ka taea te whakamahi anō, i hangaia hei whakahaere i ngā mahi ka taea te whakahoki puta noa i ngā hongere, taupānga, me ngā raraunga kamupene. I roto i te mahi, ko te tikanga ka taea e Slackbot te neke atu i te whakautu i ngā tohutohu ki te whakarite i ngā mahi wāhi mahi maha-taahiraa.
He aha ngā mea e ngana ana ngā ture hou a ngā kaihoko AI o California ki te whakatutuki?
Ko te mea nui ko te whakahaere hokohoko whai hua, kaua ko te ture whānui i hangaia hei pane kōrero. Kei te whakamahi a California i ngā whakaritenga tūmataiti me te haumarutanga hei whakaritenga mō ngā kamupene e hiahia ana ki te hoko taputapu AI ki te kawanatanga. He mea nui taua huarahi nā te mea ka taea e ngā ture hokohoko te hanga mārire i ngā whanonga, ahakoa kei te noho koretake, kei te koretake rānei te kaupapa here AI ā-motu.
He aha i kati ai tētahi pakihi hou pēnei i a Yupp i muri i te whiwhinga o ngā kaiwhakamahi me te pūtea?
E kī ana te tuhinga ko te taunga o te hua ki te mākete te take matua, ahakoa te 1.3 miriona kaiwhakamahi me te tautoko kaha a ngā kaipupuri moni. Ahakoa he uara te hua aromatawai tauira a Yupp, kāore i te nui te uara hei mea nui i te tere o te neke o te mākete. I roto i ngā huringa AI tere, ka taea e tētahi kamupene hou te kohi aro me ngā raraunga, engari ka ngaro tonu te hiranga i mua i te tino pakeketanga o tōna kāwai.
Kei te eke a Apple ki te taumata o ngā kaiawhina AI me te āhuatanga whakahau maha a Siri?
He āhua whai tikanga tēnei mahi, ahakoa kua roa kē te wā e whakaritea ana ki ngā kaiawhina AI hou. Mā te whakahaere i ngā tono maha i roto i te pātai kotahi ka tata atu a Siri ki tētahi tauira taunekeneke momo karetao kōrerorero, e tumanakohia ana e ngā kaiwhakamahi he ngāwari ake ngā kōrerorero. Ko te tohu nui ehara i te mea ko te āhuatanga tonu anake, engari ko te ahua nei kei te neke tere atu a Apple ki tana whakahounga whānui o Siri.
Ka taea e ngā utu pūngao te whakaroa i te whakapaunga mō te AI me te whakawhānui i ngā pokapū raraunga?
Āe, koinei tētahi o ngā mōrearea tino mārama o te tuhinga. Ko te whakatūpato a S&P Global e here ana i te whakapaunga nui kua whakaritea mō te AI ki tētahi rohe mahi: he nui te hiko e pau ana i ngā pokapū raraunga, ā, ka taea e te pikinga o ngā utu pūngao te pēhi i ngā hokinga mai. Ahakoa he kaha te tono mō ngā hanganga AI, ka taea e ngā utu hiko me te kore pumau o te ao tōrangapū te whakauaua ake i te whakawhānui kaha ki te pupuri.