{"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\/es\/2023\/08\/shortages-of-high-end-gpus-threaten-to-slow-ai-development\/","title":{"rendered":"La escasez de GPU de gama alta amenaza con frenar el desarrollo de la IA"},"content":{"rendered":"

Las empresas tecnol\u00f3gicas de todo el mundo est\u00e1n \u00e1vidas de chips GPU de gama alta y los fabricantes no consiguen producir suficientes para satisfacer la demanda.\u00a0<\/b><\/p>\n

Detr\u00e1s de cada modelo de IA de alto perfil hay una legi\u00f3n de GPU trabajando sin descanso, e incluso los jugadores de la lista A de la industria no se cansan de ellas. <\/span><\/p>\n

El entrenamiento de modelos de IA requiere inmensos recursos inform\u00e1ticos, pero los fabricantes son relativamente escasos y las GPU de gama alta no son algo que se pueda fabricar de la noche a la ma\u00f1ana. La mayor parte de la demanda ha reca\u00eddo sobre los hombros de Nvidia, veterana del sector, lo que ha elevado su capitalizaci\u00f3n burs\u00e1til a $1tn este a\u00f1o.<\/p>\n

En estos momentos, pocos parecen estar a salvo de la escasez de GPU. <\/span>- y cuanto m\u00e1s lejos de Nvidia est\u00e9s, menos posibilidades tendr\u00e1s de hacerte con ellos.\u00a0<\/span><\/p>\n

En mayo, el consejero delegado de OpenAI, Sam Altman, declar\u00f3 ante el Senado de EE.UU.: \"Estamos tan escasos de GPU que cuanta menos gente utilice la herramienta, mejor\".\u00a0<\/span><\/p>\n

Un reciente disminuci\u00f3n del rendimiento de GPT-4<\/a> llev\u00f3 a muchos a especular sobre si OpenAI era incapaz de satisfacer la demanda, lo que les oblig\u00f3 a modificar y ajustar aspectos de sus modelos.<\/p>\n

Mientras tanto, en China, la escasez de GPU ha creado un <\/span>mercado negro bastante extra\u00f1o<\/span><\/a> en el que los compradores de las empresas tienen que participar en turbios tratos para conseguir los chips A100 y H100 de Nvidia en las plantas del rascacielos SEG de Shenzhen, un escenario ciberpunk sacado directamente de un videojuego Deus Ex.\u00a0<\/span><\/p>\n

Microsoft <\/span>informe anual<\/span><\/a> destac\u00f3 recientemente la prolongada escasez de chips de IA como un posible factor de riesgo para los inversores. <\/span><\/p>\n

El informe dice: \"Seguimos identificando y evaluando oportunidades para ampliar las ubicaciones de nuestros centros de datos y aumentar nuestra capacidad de servidores para satisfacer las necesidades cambiantes de nuestros clientes, en particular dada la creciente demanda de servicios de IA.\"<\/span><\/p>\n

Contin\u00faa: \"Nuestros centros de datos dependen de la disponibilidad de terrenos permitidos y edificables, energ\u00eda predecible, suministros de red y servidores, incluidas las unidades de procesamiento gr\u00e1fico ('GPU') y otros componentes\".<\/span><\/p>\n

El insaciable apetito por las GPU<\/span><\/h2>\n

La potencia de c\u00e1lculo es un importante cuello de botella para el desarrollo de la IA, pero pocos preve\u00edan una demanda de esta magnitud.<\/span><\/p>\n

Si este nivel de demanda fuera predecible, habr\u00eda m\u00e1s fabricantes de chips de IA que Nvidia y un pu\u00f1ado de empresas emergentes, y Nvidia controlar\u00eda al menos 84% del mercado seg\u00fan algunas estimaciones. AMD e Intel acaban de entrar en el juego.\u00a0<\/span><\/p>\n

Raj Joshi, vicepresidente senior de Moody's Investors Service, dijo: \"Nadie pod\u00eda haber modelado lo r\u00e1pido o lo mucho que esta demanda va a aumentar\", \"No creo que la industria estuviera preparada para este tipo de aumento de la demanda\".<\/span><\/p>\n

En su presentaci\u00f3n de resultados de mayo, Nvidia anunci\u00f3 que hab\u00eda \"procurado un suministro sustancialmente mayor para la segunda mitad del a\u00f1o\" con el fin de satisfacer la creciente demanda de chips de IA.\u00a0<\/span><\/p>\n

AMD, por su parte, declar\u00f3 que est\u00e1 a punto de presentar su respuesta a las GPU de IA de Nvidia a finales de a\u00f1o. \"Nuestros clientes est\u00e1n muy interesados en nuestras soluciones de IA\". dijo el CEO de AMD<\/a> Lisa Su.<\/span><\/p>\n

Algunos expertos del sector sugieren que la escasez de chips podr\u00eda remitir en dos o tres a\u00f1os a medida que los competidores de Nvidia ampl\u00eden su oferta. Varias startups trabajan ahora d\u00eda y noche para <\/span>cubrir esta demanda explosiva<\/span><\/a>.\u00a0<\/span><\/p>\n

Todas y cada una de las empresas capaces de fabricar chips de gama alta aptos para cargas de trabajo de IA obtendr\u00e1n buenos resultados, pero se trata de una categor\u00eda poco frecuente, ya que la investigaci\u00f3n y fabricaci\u00f3n de GPU es excepcionalmente larga.\u00a0<\/span><\/p>\n

La IA tiene que ser m\u00e1s \u00e1gil<\/span><\/h2>\n

Desarrolladores de IA relativamente novatos como Inflection se apresuran a construir pilas de entrenamiento colosales. <\/span><\/p>\n

Despu\u00e9s de plantear un <\/span>poderoso $1,3bn<\/span><\/a>Inflection tiene previsto montar un cl\u00faster de GPU de 22.000 chips H100 de gama alta.\u00a0<\/span><\/p>\n

Por ejemplo, recientemente Nvidia, en colaboraci\u00f3n con CoreWeave <\/span>ha batido los r\u00e9cords de entrenamiento de IA<\/span><\/a> con un cl\u00faster de 3.584 chips, incluido el entrenamiento de un gran modelo ling\u00fc\u00edstico (LLM) como GPT-3.5 en unos 10 minutos.\u00a0<\/span><\/p>\n

Mientras la b\u00fasqueda de poder entre los principales protagonistas de la IA gira en torno al apilamiento de GPU en lo que empieza a parecer una apropiaci\u00f3n feudal de tierras, otros se centran en perfeccionar los modelos de IA para sacar m\u00e1s partido a la tecnolog\u00eda actual. <\/span><\/p>\n

Por ejemplo, los desarrolladores de la comunidad de c\u00f3digo abierto han encontrado recientemente formas de ejecutar LLM en dispositivos compactos como los MacBook.\u00a0\u00a0<\/span><\/p>\n

\"La necesidad es la madre de la invenci\u00f3n, \u00bfverdad?\". Sid Sheth, fundador y consejero delegado de la empresa de IA d-Matrix <\/span>dijo a CNN<\/span><\/a>. \"As\u00ed que ahora que la gente no tiene acceso a cantidades ilimitadas de potencia de c\u00e1lculo, est\u00e1n encontrando formas ingeniosas de utilizar lo que tienen de una manera mucho m\u00e1s inteligente\".<\/span><\/p>\n

Adem\u00e1s, la escasez de GPU es una buena noticia para quienes desean que el desarrollo de la IA se ralentice: \u00bfrealmente es necesario que la tecnolog\u00eda avance m\u00e1s r\u00e1pido de lo que ya lo est\u00e1 haciendo?<\/span>
\n<\/span>
\n<\/span>Probablemente no. Como dice Sheth: \"Net-net, esto va a ser una bendici\u00f3n disfrazada\".<\/span><\/p>","protected":false},"excerpt":{"rendered":"

Las empresas tecnol\u00f3gicas de todo el mundo est\u00e1n hambrientas de chips de GPU de gama alta y los fabricantes parecen no dar abasto para satisfacer la demanda. Detr\u00e1s de cada modelo de IA de alto nivel hay una legi\u00f3n de GPU trabajando sin descanso, y ni siquiera las grandes empresas del sector se cansan de ellas. El entrenamiento de los modelos de IA requiere inmensos recursos inform\u00e1ticos, pero los fabricantes son relativamente escasos y las GPU de gama alta no son algo que se pueda fabricar de la noche a la ma\u00f1ana. La mayor parte de la demanda ha reca\u00eddo sobre los hombros del veterano del sector Nvidia, lo que ha elevado su capitalizaci\u00f3n burs\u00e1til a $1tn este a\u00f1o. Ahora mismo, pocos parecen estar a salvo de la escasez de GPU...<\/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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