{"id":3881,"date":"2023-08-06T21:12:33","date_gmt":"2023-08-06T21:12:33","guid":{"rendered":"https:\/\/dailyai.com\/?p=3881"},"modified":"2023-08-06T21:55:52","modified_gmt":"2023-08-06T21:55:52","slug":"shortages-of-high-end-gpus-threaten-to-slow-ai-development","status":"publish","type":"post","link":"https:\/\/dailyai.com\/da\/2023\/08\/shortages-of-high-end-gpus-threaten-to-slow-ai-development\/","title":{"rendered":"Mangel p\u00e5 avancerede GPU'er truer med at bremse AI-udviklingen"},"content":{"rendered":"

Verdens teknologivirksomheder er sultne efter avancerede GPU-chips, og producenterne kan tilsyneladende ikke producere nok til at im\u00f8dekomme eftersp\u00f8rgslen.\u00a0<\/b><\/p>\n

Bag enhver h\u00f8jt profileret AI-model st\u00e5r en legion af GPU'er, der arbejder utr\u00e6tteligt - og selv branchens A-liste-spillere kan ikke f\u00e5 nok af dem. <\/span><\/p>\n

Tr\u00e6ning af AI-modeller kr\u00e6ver enorme computerressourcer, men producenterne er relativt f\u00e5, og avancerede GPU'er er ikke noget, man kan lave fra den ene dag til den anden. Langt st\u00f8rstedelen af eftersp\u00f8rgslen er faldet p\u00e5 brancheveteranen Nvidias skuldre, hvilket har skubbet virksomhedens markedsv\u00e6rdi op p\u00e5 $1tn i \u00e5r.<\/p>\n

Lige nu synes kun f\u00e5 at v\u00e6re i sikkerhed for GPU-manglen <\/span>- og jo l\u00e6ngere v\u00e6k fra Nvidia du er, jo mindre er dine chancer for at f\u00e5 fat i dem.\u00a0<\/span><\/p>\n

I maj sagde OpenAI's CEO Sam Altman til det amerikanske senat: \"Vi har s\u00e5 f\u00e5 GPU'er, at jo f\u00e6rre mennesker, der bruger v\u00e6rkt\u00f8jet, jo bedre.\"\u00a0<\/span><\/p>\n

En nylig nedgang i GPT-4's ydeevne<\/a> fik mange til at spekulere p\u00e5, om OpenAI ikke var i stand til at im\u00f8dekomme eftersp\u00f8rgslen, hvilket tvang dem til at \u00e6ndre og tilpasse aspekter af deres modeller.<\/p>\n

I mellemtiden har GPU-manglen i Kina skabt en <\/span>temmelig bizart sort marked<\/span><\/a> hvor forretningsk\u00f8bere er n\u00f8dt til at indg\u00e5 lyssky aftaler om Nvidias A100- og H100-chips p\u00e5 etagerne i SEG-skyskraberen i Shenzhen - et cyberpunk-agtigt scenarie, der er taget direkte ud af et Deus Ex-videospil.\u00a0<\/span><\/p>\n

Microsofts <\/span>\u00e5rsberetning<\/span><\/a> fremh\u00e6vede for nylig den langvarige mangel p\u00e5 AI-chips som en potentiel risikofaktor for investorer. <\/span><\/p>\n

I rapporten st\u00e5r der: \"Vi forts\u00e6tter med at identificere og evaluere muligheder for at udvide vores datacentre og \u00f8ge vores serverkapacitet for at im\u00f8dekomme vores kunders skiftende behov, is\u00e6r i lyset af den stigende eftersp\u00f8rgsel efter AI-tjenester.\"<\/span><\/p>\n

Det forts\u00e6tter: \"Vores datacentre er afh\u00e6ngige af tilg\u00e6ngeligheden af tilladt og bygbar jord, forudsigelig energi, netv\u00e6rksforsyninger og servere, herunder grafikprocessorenheder ('GPU'er') og andre komponenter.\"<\/span><\/p>\n

Den um\u00e6ttelige appetit p\u00e5 GPU'er<\/span><\/h2>\n

Computerkraft er en v\u00e6sentlig flaskehals for AI-udvikling, men kun f\u00e5 har forudset en eftersp\u00f8rgsel i denne st\u00f8rrelsesorden.<\/span><\/p>\n

Hvis denne eftersp\u00f8rgsel var forudsigelig, ville der v\u00e6re flere producenter af AI-chips end Nvidia og en h\u00e5ndfuld nystartede virksomheder, hvor Nvidia if\u00f8lge nogle sk\u00f8n kontrollerer mindst 84% af markedet. AMD og Intel er kun lige kommet ind i kampen.\u00a0<\/span><\/p>\n

Raj Joshi, senior vice president hos Moody's Investors Service, sagde: \"Ingen kunne have forudset, hvor hurtigt eller hvor meget eftersp\u00f8rgslen ville stige,\" \"Jeg tror ikke, at industrien var klar til denne form for stigning i eftersp\u00f8rgslen.\"<\/span><\/p>\n

I sit indtjeningsopkald i maj meddelte Nvidia, at de havde \"anskaffet et v\u00e6sentligt h\u00f8jere udbud i anden halvdel af \u00e5ret\" for at im\u00f8dekomme den stigende eftersp\u00f8rgsel efter AI-chips.\u00a0<\/span><\/p>\n

I mellemtiden sagde AMD, at de er klar til at afsl\u00f8re deres svar p\u00e5 Nvidias AI-GPU'er hen mod slutningen af \u00e5ret. \"Der er en meget st\u00e6rk kundeinteresse over hele linjen for vores AI-l\u00f8sninger,\" sagde AMD's administrerende direkt\u00f8r<\/a> Lisa Su.<\/span><\/p>\n

Nogle brancheeksperter mener, at chipmanglen kan blive mindre om to til tre \u00e5r, n\u00e5r Nvidias konkurrenter udvider deres tilbud. Flere nystartede virksomheder arbejder nu dag og nat p\u00e5 at <\/span>tilslutte sig denne eksplosive eftersp\u00f8rgsel<\/span><\/a>.\u00a0<\/span><\/p>\n

Alle virksomheder, der er i stand til at fremstille avancerede chips, der egner sig til AI-arbejdsopgaver, vil klare sig godt, men det er en sj\u00e6lden kategori, da GPU'er er us\u00e6dvanligt langvarige at forske i og bygge.\u00a0<\/span><\/p>\n

AI skal blive slankere<\/span><\/h2>\n

Relativt nystartede AI-udviklere som Inflection har travlt med at bygge kolossale tr\u00e6ningsstakke. <\/span><\/p>\n

Efter at have rejst en <\/span>m\u00e6gtig $1,3 mia.<\/span><\/a>Inflection har planer om at samle en GPU-klynge med 22.000 high-end H100-chips.\u00a0<\/span><\/p>\n

Til sammenligning har Nvidia i samarbejde med CoreWeave for nylig <\/span>smadrede benchmarks for AI-tr\u00e6ning<\/span><\/a> med en klynge p\u00e5 3.584 chips - inklusive tr\u00e6ning af en stor sprogmodel (LLM) som GPT-3.5 p\u00e5 ca. 10 minutter.\u00a0<\/span><\/p>\n

Mens jagten p\u00e5 magt blandt AI's f\u00f8rende spillere drejer sig om at stable GPU'er i det, der begynder at ligne en feudal landhandel, fokuserer andre p\u00e5 at slanke AI-modeller for at f\u00e5 mere ud af den nuv\u00e6rende teknologi. <\/span><\/p>\n

For eksempel har udviklere i open source-f\u00e6llesskabet for nylig fundet m\u00e5der at k\u00f8re LLM'er p\u00e5 kompakte enheder som MacBooks.\u00a0\u00a0<\/span><\/p>\n

\"N\u00f8dvendighed er opfindelsens moder, ikke sandt?\" Sid Sheth, grundl\u00e6gger og CEO af AI-startup'en d-Matrix <\/span>fortalte CNN<\/span><\/a>. \"S\u00e5 nu, hvor folk ikke har adgang til ubegr\u00e6nsede m\u00e6ngder computerkraft, finder de p\u00e5 opfindsomme m\u00e5der at bruge det, de har, p\u00e5 en meget smartere m\u00e5de.\"<\/span><\/p>\n

Desuden er manglen p\u00e5 GPU'er en god nyhed for dem, der \u00f8nsker, at AI-udviklingen skal g\u00e5 langsommere - har teknologien virkelig brug for at bev\u00e6ge sig hurtigere, end den allerede g\u00f8r?<\/span>
\n<\/span>
\n<\/span>Sandsynligvis ikke. Som Sheth udtrykker det: \"Netto bliver det en forkl\u00e6dt velsignelse.\"<\/span><\/p>","protected":false},"excerpt":{"rendered":"

Verdens teknologivirksomheder er sultne efter avancerede GPU-chips, og producenterne kan tilsyneladende ikke producere nok til at im\u00f8dekomme eftersp\u00f8rgslen. Bag enhver h\u00f8jt profileret AI-model st\u00e5r en legion af GPU'er, der arbejder utr\u00e6tteligt - og selv branchens A-liste-spillere kan ikke f\u00e5 nok af dem. Tr\u00e6ning af AI-modeller kr\u00e6ver enorme computerressourcer, men producenterne er relativt tyndt besat, og avancerede GPU'er er ikke noget, man kan s\u00e6tte op fra den ene dag til den anden. Langt st\u00f8rstedelen af eftersp\u00f8rgslen er faldet p\u00e5 brancheveteranen Nvidias skuldre, hvilket har skubbet markedsv\u00e6rdien op p\u00e5 $1tn i \u00e5r. Lige nu er der kun f\u00e5, der er i sikkerhed for GPU-manglen.<\/p>","protected":false},"author":2,"featured_media":3882,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[84],"tags":[282,281,121,106,93,100],"class_list":["post-3881","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-industry","tag-amd","tag-gpus","tag-microsoft","tag-nvidia","tag-openai","tag-semiconductors"],"yoast_head":"\nShortages of high-end GPUs threaten to slow AI development | DailyAI<\/title>\n<meta name=\"description\" content=\"The world\u2019s tech companies are hungry for chips, and manufacturers can\u2019t seem to chug out enough to meet demand.\u00a0\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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