Nvidia Diyaar Gaaraysaa Chip-yada Groq ee Suuqyada Shiinaha
Waxaa qoray Wendy Frey
Nvidia will ship Groq AI chips to China starting in May 2026. Shirkaddu waxay shaacisay qorshaha March 17 kadib markii ay heshay ogolaansho xeer-dejineed oo iibinta H200. Jensen Huang wuxuu ku bet-garayaa in chip-yada inference-ka ay ka baxsan doonaan xayiraadaha tababarka kuwaas oo dilay diritaanka H20 iyo B30A. Heshiiska shatiga $20 bilyan ee Groq laga bilaabay Diseembar 2025 ayaa si lama filaan ah u muuqda mid macquul ah. Shiinuhu wuxuu helayaa unugyada habaynta luqadda halkii uu ka heli lahaa GPUs. Beijing waxay oggolaaday soo dejinta inkastoo la mamnuucay chip-yada tababarka.
Waqtigu waxa uu raacayaa qaab xanuun badan. Maamulka Biden ayaa xayiray iibinta H20 bishii Janaayo 2026. Maamulkii Trump ayaa ilaaliyay xayiraadahaas. Alibaba iyo Tencent ayaa isku dayay inay helaan beddel, halka Nvidia ay lumisay $15 bilyan oo dakhli ah rubucii. Chip-yada Groq ayaa ka fursanaya maadaama ay dedejiyaan inference halkii ay ka tababari lahaayeen moodooyinka luqadda ballaaran. Huang wuxuu u sheegay maal-gashadayaasha inay ka reebaan Shiinaha saadaasha. Kadib wuxuu helay godka.
Huang ayaa ku dhawaaqay Groq 3 oo ah GTC 2026 ee lagu istcimaali doono May
Shirkii GTC 2026 ee San Jose ayaa shaaciyay istaraatiijiyada. Huang wuxuu soo bandhigay chip-yada Groq 3 oo loogu talagalay xawaaraha inference halkii tababarka moodooyinka. Macaamiisha Shiinaha ayaa heli doona noocyadii ugu horreeyay ee loo dhoofiyaa. Reuters ayaa soo warisay waqtiga, iyagoo tixraacaya laba il oo arrintan la xiriirta. Chip-yadu waxay maareeyaan soo saarista tokens ee moodooyinka AI ee la isticmaalay, maahan tababarka. Kala duwanaanshahan wuxuu ka dhigayaa inay ku jiraan xadadka sharciga iyagoo buuxinaya baahida Alibaba, ByteDance, iyo Tencent.
Naqshad farsamo ayaa diiradda saareysa unugyada habaynta luqadda. Teknolojiyada Groq waxay dedejisaa inference AI iyada oo loo marayo compiler si gaar ah loogu talagalay soo saarista tokens. Nvidia waxay dib u naqshadaysay qaab dhismeedka si gaar ah loogu waafajiyo sharciga dhoofinta Shiinaha. Ma jiro tensor cores oo loogu talagalay tababarka. Soo celinta simbolo nadiif ah. Ilo ayaa sheegaya in chip-yada ay si fiican ugu haboonyihiin server-yada H200 ee hadda jira sida processor-yada la socda. Natiijadu waxay noqonaysaa nidaam isku dhafan oo si farsamo ah ula jaanqaadi kara xayiraadaha Mareykanka iyadoo keenaya waxqabadka ay u baahan yihiin shirkadaha teknolojiyada Shiinaha.
$20 Bilyan oo ku-bet-gareeya Inference si loo ka fogaado xayiraadaha Trump
Nvidia waxay siisay $20 bilyan teknolojiyada Groq bishii Diseembar. Iibkaas hadda wuxuu noqday albaabka shirkadda ee Shiinaha. Heshiiska waxa ka mid ahaa heshiisyada shatiga ee u wareejiyay teknolojiyada compiler iyo naqshadaha chip-yada gacanta Nvidia. Huang waxa uu si deg-deg ah ugu leexday khayraadka injineerinka alaabooyinka waafaqsan dhoofinta. Laba milyan oo dalab H200 ah ayaa horey u yaalla safka. Groq waxay abuurtaa il dakhli cusub iyada oo aan wax dhibaato ah ku keenin xayiraadaha amniga qaranka.
Qiyaasta siyaasadeed weli waa mid khatar ah. Mas'uuliyiinta maamulka Trump ayaa xitaa xiran kara godka inference-ka habeen kaliya. Laakiin Huang wuxuu ku bet-garayaa in chip-yada inference ay ka baxsan yihiin diiradda Washington ee awoodaha tababarka. Shiinuhu wuxuu u baahan yahay inference si uu u shaqeeyo moodooyinka AI ee jira. Waxay u baahan tahay qalabka tababarka si loo dhiso kuwa cusub. Mareykanka ayaa mamnuucay tan dambe. Nvidia hadda waxay iibisaa tan hore. Haddii istaraatiijiyadu socoto, Groq waxay soo saari kartaa bilyano iyada oo loo marayo adeegyada Alibaba Cloud iyo nidaamka AI ee ByteDance. Haddii xeer-beegayaasha ay farageliyaan, Huang wuxuu lumiyey buundooyinka ugu muhiimsan ee Nvidia ee Shiinaha.
