Isingeniso

Ikhompyutha yesimanje isebenzisa i-silicon—futhi ama-GPU aseyigolide elisha. Kungakhathaliseki ukuthi imidlalo, ucwaningo lwe-AI, i-VFX, ukwenziwa kwe-3D, ukumbiwa kwe-crypto, noma imisebenzi yesikhungo sedatha, isidingo samaphrosesa ehluzo anamandla siye sanda kakhulu eminyakeni embalwa edlule. Umphumela ube ukushoda kwe-GPU okude, emhlabeni wonke okuthinte wonke umuntu kusukela kubathengi ngabanye kuya kubahlinzeki bamafu abasezingeni eliphezulu.

Okwaqala njengokuphazamiseka kokuhlinzekwa sekuphenduke inkinga yomhlaba wonke eyinkimbinkimbi, enezigaba eziningi ehilela izithiyo zokukhiqiza ama-semiconductor athuthukile, imikhawulo ye-geopolitical, ukutshalwa kwezimali okukhulu kwe-AI, isidingo semidlalo, ukusetshenziswa kwamafu okwandayo, kanye noshintsho lobuchwepheshe.

Lesi sihloko sichaza ukuthi kungani ukushoda kwe-GPU yomhlaba wonke kuqhubeka, ukuthi kungani ama-chip amasha ehlala ebiza kakhulu, kanye—okubaluleke kakhulu—lapho (futhi uma) lokhu kushoda kuzophela khona ekugcineni.

1. Kungani Ama-GPU Ehlukile Kwamanye Ama-Chip

Ama-GPU awawona ama-CPU.

Adinga:

• ama-transistors engeziwe nge-mm²

• i-lithography ethuthukisiwe kakhulu (phansi ku-3nm / 5nm)

• ukuhlanganiswa kwememori ye-bandwidth ephezulu (HBM)

• ukupakisha okuthuthukisiwe (CoWoS, EMIB, 3D-stacking)

• ukubekezelelana kwamaphutha okuphansi kakhulu

• imigqa yokukhiqiza ekhethekile

• abahlinzeki bomhlaba wonke abanqunyelwe

Lokhu kusho ukuthi:

• Ukukhiqizwa kwe-GPU akukwazi nje "ukukhuliswa"

• izimboni ezintsha azikwazi ukuvulwa ngobusuku obubodwa

• izinkampani ezimbalwa kuphela ezingazenza nhlobo

95%+ yokukhiqizwa kwe-GPU ephuma igazi kuncike ku-TSMC, inkampani enkulu ye-semiconductor yaseTaiwan.

Lelo iphuzu elilodwa lokwehluleka komhlaba wonke.

2. Yini Ebangele Ukushoda? (Amagagasi Amaningi)

Ukuntuleka kwe-GPU akuyona into eyodwa—kunguchungechunge lwamagagasi ahambisanayo:

Igagasi 1 — Ukuphazamiseka Kokuphakelwa Kwesifo (2020-2021)

Amafektri avaliwe.
Ukuthunyelwa kumile.
Isidingo sinyukile.

Umphumela: akukho mpahla lapho kwethulwa ama-GPU amaningi abathengi.

I-Wave 2 — Ukushaqeka Kwezimayini Ze-Crypto

Ukumba i-Ethereum kuthumele isidingo se-GPU ophahleni.

Abadlali bemidlalo bancintisana namapulazi okumba ezimbonini.

Amanani akhuphuke ngo-200%–400%.

I-Wave 3 — Ukuqhuma Kwekhompyutha Yamafu

Ama-Hyperscalers andise umthamo we-GPU we-AI ngokumangalisayo:

• AWS

• Ifu le-Google