Alphabet компани Gemini загваруудын ажиллагааг илүү үр ашигтай болгох зорилгоор “Frozen v2” нэртэй шинэ серверийн чип бүтээж байгааг The Information мэдээллээ.
Уг чип нь 2028 онд зах зээлд гарах төлөвтэй байгаа бөгөөд одоогийн ашиглаж буй AI чипүүдээс эрчим хүчний зарцуулалтад ногдох бүтээмжээрээ 6-10 дахин илүү үр ашигтай байх боломжтой аж. Google компани энэ мэдээллийг албан ёсоор батлаагүй ч техник хангамж болон програм хангамжаа цогцоор нь хөгжүүлэх замаар системийн оновчлолыг сайжруулахаар ажиллаж буйгаа мэдэгдсэн байна.
Сүүлийн үед AI компаниуд Nvidia-гийн ноёрхлыг бууруулах, тооцоолох хүчин чадлын хомсдолыг шийдвэрлэх, зардлаа хэмнэх зорилгоор өөрсдийн тусгай чипийг бүтээх хандлага нэмэгдэж байна. Тухайлбал, OpenAI өөрийн анхны “Jalapeño” чипийг танилцуулсан бол Anthropic компани Samsung-тай хамтран ажиллах талаар ярилцаж байгаа юм.
Alphabet-ийн хувьд AI технологийн хөгжилд 180-190 тэрбум ам.долларын хөрөнгө оруулалт хийхээр төлөвлөж байгаа нь хөрөнгө оруулагчдын зүгээс болгоомжлол төрүүлээд байсан билээ. Гэсэн хэдий ч илүү үр ашигтай чип бүтээх төслийн мэдээлэл гарсны дараа даваа гарагт тус компанийн хувьцааны ханш 3 орчим хувиар өссөн байна.
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Alphabet, Google’s parent company, is designing a new server chip to help its in-house Gemini models operate more efficiently.
The new chip, internally dubbed “Frozen v2,” is slated to be released sometime in 2028, The Information reported, citing anonymous sources. According to the report, the chip could be between six and 10 times more efficient than Google’s existing AI chips, measured by the number of tokens generated per unit of power.
In a response to TechCrunch, the company didn’t directly confirm the report. It didn’t deny it either.
“Our teams are constantly researching and experimenting with new innovations to deliver maximum performance and efficiency for our users and customers,” Google told TechCrunch. “While not every project moves into production, this rigorous exploration is central to our full stack approach. By co-designing our hardware and software from the ground up, we ensure our systems are integrated and highly optimized for real-world workloads.”
AI companies have increasingly sought to produce their own chips as a way to make their in-house models run more efficiently and to address global shortages in AI computing capacity. Such efficiency has become a key selling point for tech companies as concerns about AI spend have dampened the market euphoria that previously characterized the industry. At the same time, firms are engaged in an ongoing attempt to wean themselves off chipmaker Nvidia, which has historically dominated the AI chip market and whose dominance has left major AI makers dependent on its hardware.
In June, OpenAI announced its first custom chip, an inference processor dubbed Jalapeño. Earlier this month, it was reported that Anthropic was discussing a new chipmaking partnership with Samsung.
Investors have previously worried about Alphabet’s massive planned expenditures designed to help it build out its AI strategy. Earlier this year, Google said that it plans to spend between $180 billion and $190 billion. With so much money at stake, the company needs to prove that those investments will pay off.
News of the more efficient Frozen v2 chip appears to have assuaged investors, giving Google a boost ahead of its earnings report later this week. Following publication of The Information’s report, the company’s stock climbed some 3% on Monday morning.
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