{"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\/nb\/2023\/08\/shortages-of-high-end-gpus-threaten-to-slow-ai-development\/","title":{"rendered":"Mangel p\u00e5 avanserte GPU-er truer med \u00e5 bremse AI-utviklingen"},"content":{"rendered":"

Verdens teknologiselskaper er sultne p\u00e5 avanserte GPU-brikker, og produsentene ser ikke ut til \u00e5 klare \u00e5 produsere nok til \u00e5 dekke ettersp\u00f8rselen.\u00a0<\/b><\/p>\n

Bak hver eneste h\u00f8yprofilerte AI-modell st\u00e5r en legion av GPU-er som jobber utrettelig - og selv bransjens A-liste-akt\u00f8rer kan ikke f\u00e5 nok av dem. <\/span><\/p>\n

Oppl\u00e6ring av AI-modeller krever enorme databehandlingsressurser, men produsentene er relativt tynt bemannet, og avanserte GPU-er er ikke noe du kan spinne opp over natten. Det store flertallet av ettersp\u00f8rselen har falt p\u00e5 bransjeveteranen Nvidias skuldre, noe som har presset markedsverdien til $1tonn i \u00e5r.<\/p>\n

Akkurat n\u00e5 er det f\u00e5 som ser ut til \u00e5 v\u00e6re trygge for GPU-mangelen <\/span>- og jo lenger unna Nvidia du er, jo mindre er sjansene dine for \u00e5 f\u00e5 tak i dem.\u00a0<\/span><\/p>\n

I mai sa OpenAI-sjef Sam Altman til det amerikanske senatet: \"Vi har s\u00e5 lite GPU-er at jo f\u00e6rre som bruker verkt\u00f8yet, desto bedre.\"\u00a0<\/span><\/p>\n

En nylig nedgang i GPT-4s ytelse<\/a> fikk mange til \u00e5 spekulere i om OpenAI ikke klarte \u00e5 m\u00f8te ettersp\u00f8rselen, noe som tvang dem til \u00e5 endre og justere deler av modellene sine.<\/p>\n

I Kina har GPU-mangelen i mellomtiden skapt en <\/span>ganske bisarr blackmarket<\/span><\/a> der forretningskj\u00f8pere m\u00e5 inng\u00e5 lyssky avtaler om Nvidias A100- og H100-brikker i etasjene i SEG-skyskraperen i Shenzhen - et cyberpunk-aktig scenario som er som tatt rett ut av et Deus Ex-videospill.\u00a0<\/span><\/p>\n

Microsofts <\/span>\u00e5rsrapport<\/span><\/a> fremhevet nylig den langvarige mangelen p\u00e5 AI-brikker som en potensiell risikofaktor for investorer. <\/span><\/p>\n

I rapporten st\u00e5r det: \"Vi fortsetter \u00e5 identifisere og evaluere muligheter for \u00e5 utvide datasentrene v\u00e5re og \u00f8ke serverkapasiteten for \u00e5 m\u00f8te kundenes skiftende behov, s\u00e6rlig med tanke p\u00e5 den \u00f8kende ettersp\u00f8rselen etter AI-tjenester.\"<\/span><\/p>\n

Videre st\u00e5r det: \"Datasentrene v\u00e5re er avhengige av tilgjengeligheten av tillatte og byggbare tomter, forutsigbar energi, nettverksforsyning og servere, inkludert grafikkprosessorenheter ('GPU-er') og andre komponenter.\"<\/span><\/p>\n

Den umettelige appetitten p\u00e5 GPU-er<\/span><\/h2>\n

Datakraft er en betydelig flaskehals for utviklingen av kunstig intelligens, men det er f\u00e5 som har prognostisert en ettersp\u00f8rsel i denne st\u00f8rrelsesordenen.<\/span><\/p>\n

Hvis denne ettersp\u00f8rselen var forutsigbar, ville det v\u00e6rt flere produsenter av AI-brikker enn Nvidia og en h\u00e5ndfull nystartede selskaper, og Nvidia kontrollerer minst 84% av markedet, if\u00f8lge enkelte estimater. AMD og Intel er bare s\u00e5 vidt kommet inn i spillet.\u00a0<\/span><\/p>\n

Raj Joshi, senior visepresident i Moody's Investors Service, sa: \"Ingen kunne ha modellert hvor raskt eller hvor mye denne ettersp\u00f8rselen kommer til \u00e5 \u00f8ke,\" \"Jeg tror ikke bransjen var klar for denne typen kraftig \u00f8kning i ettersp\u00f8rselen.\"<\/span><\/p>\n

I inntjeningssamtalen i mai kunngjorde Nvidia at de hadde \"anskaffet et betydelig h\u00f8yere tilbud for andre halv\u00e5r\" for \u00e5 m\u00f8te den \u00f8kende ettersp\u00f8rselen etter AI-brikker.\u00a0<\/span><\/p>\n

AMD uttalte i mellomtiden at de er innstilt p\u00e5 \u00e5 avduke sitt svar p\u00e5 Nvidias AI GPUer n\u00e6rmere slutten av \u00e5ret. \"Det er veldig sterk kundeinteresse over hele linjen i v\u00e5re AI-l\u00f8sninger,\" sa AMDs administrerende direkt\u00f8r<\/a> Lisa Su.<\/span><\/p>\n

Noen bransjeeksperter antyder at mangelen p\u00e5 chip kan avta i l\u00f8pet av to til tre \u00e5r etter hvert som Nvidias konkurrenter utvider tilbudet sitt. Flere nystartede selskaper jobber n\u00e5 dag og natt for \u00e5 <\/span>tette denne eksplosive ettersp\u00f8rselen<\/span><\/a>.\u00a0<\/span><\/p>\n

Alle bedrifter som er i stand til \u00e5 lage avanserte brikker som egner seg for AI-arbeidsbelastninger, vil gj\u00f8re det bra, men det er en sjelden kategori, ettersom GPU-er er usedvanlig tidkrevende \u00e5 forske p\u00e5 og bygge.\u00a0<\/span><\/p>\n

AI m\u00e5 bli slankere<\/span><\/h2>\n

Relativt ferske AI-utviklere som Inflection skynder seg \u00e5 bygge kolossale oppl\u00e6ringsstabler. <\/span><\/p>\n

Etter \u00e5 ha hevet en <\/span>mektig $1,3 milliarder<\/span><\/a>Inflection planlegger \u00e5 sette sammen en GPU-klynge med 22 000 avanserte H100-brikker.\u00a0<\/span><\/p>\n

For \u00e5 sette det i perspektiv, har Nvidia, i samarbeid med CoreWeave, nylig <\/span>knuste benchmarks for AI-trening<\/span><\/a> med en klynge p\u00e5 3584 brikker - inkludert oppl\u00e6ring av en stor spr\u00e5kmodell (LLM) som GPT-3.5 p\u00e5 ca. 10 minutter.\u00a0<\/span><\/p>\n

Mens jakten p\u00e5 makt blant de ledende akt\u00f8rene innen AI dreier seg om \u00e5 stable GPU-er i det som begynner \u00e5 ligne et f\u00f8ydalt landran, fokuserer andre p\u00e5 \u00e5 lene ut AI-modeller for \u00e5 f\u00e5 mer ut av dagens teknologi. <\/span><\/p>\n

For eksempel har utviklere i open source-milj\u00f8et nylig funnet m\u00e5ter \u00e5 kj\u00f8re LLM-er p\u00e5 kompakte enheter som MacBooks.\u00a0\u00a0<\/span><\/p>\n

\"N\u00f8dvendighet er oppfinnelsens mor, ikke sant?\" Sid Sheth, grunnlegger og administrerende direkt\u00f8r i AI-oppstartsbedriften d-Matrix <\/span>fortalte CNN<\/span><\/a>. \"S\u00e5 n\u00e5 som folk ikke har tilgang til ubegrensede mengder datakraft, finner de ressurssterke m\u00e5ter \u00e5 bruke det de har p\u00e5 en mye smartere m\u00e5te.\"<\/span><\/p>\n

Mangelen p\u00e5 GPU-er er dessuten en god nyhet for dem som \u00f8nsker at AI-utviklingen skal g\u00e5 saktere - trenger teknologien virkelig \u00e5 utvikle seg raskere enn den allerede gj\u00f8r?<\/span>
\n<\/span>
\n<\/span>Sannsynligvis ikke. Som Sheth sier det: \"Netto kommer dette til \u00e5 bli en velsignelse i forkledning.\"<\/span><\/p>","protected":false},"excerpt":{"rendered":"

Verdens teknologiselskaper er sultne p\u00e5 avanserte GPU-brikker, og produsentene klarer ikke \u00e5 produsere nok til \u00e5 m\u00f8te ettersp\u00f8rselen. Bak hver eneste h\u00f8yprofilerte AI-modell st\u00e5r en legion av GPU-er som jobber utrettelig - og selv bransjens A-liste-akt\u00f8rer kan ikke f\u00e5 nok av dem. Oppl\u00e6ring av AI-modeller krever enorme databehandlingsressurser, men produsentene har relativt f\u00e5 ressurser, og avanserte GPU-er er ikke noe du kan spinne opp over natten. Det store flertallet av ettersp\u00f8rselen har falt p\u00e5 bransjeveteranen Nvidias skuldre, noe som har presset markedsverdien til $1tn i \u00e5r. Akkurat n\u00e5 er det f\u00e5 som ser ut til \u00e5 v\u00e6re trygge fra GPU-mangelen -<\/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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