{"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\/sv\/2023\/08\/shortages-of-high-end-gpus-threaten-to-slow-ai-development\/","title":{"rendered":"Brist p\u00e5 avancerade GPU:er hotar att bromsa AI-utvecklingen"},"content":{"rendered":"

V\u00e4rldens teknikf\u00f6retag \u00e4r hungriga efter avancerade GPU-chip, och tillverkarna verkar inte kunna producera tillr\u00e4ckligt f\u00f6r att m\u00f6ta efterfr\u00e5gan.\u00a0<\/b><\/p>\n

Bakom varje h\u00f6gprofilerad AI-modell finns en legion av GPU:er som arbetar outtr\u00f6ttligt - och inte ens branschens A-listespelare kan f\u00e5 nog av dem. <\/span><\/p>\n

Att tr\u00e4na AI-modeller kr\u00e4ver enorma dataresurser, men tillverkarna \u00e4r relativt f\u00e5 och avancerade GPU:er \u00e4r inget man kan snurra fram \u00f6ver en natt. Den stora majoriteten av efterfr\u00e5gan har fallit p\u00e5 branschveteranen Nvidias axlar, vilket har drivit f\u00f6retagets marknadsv\u00e4rde till $1 ton i \u00e5r.<\/p>\n

Just nu verkar f\u00e5 g\u00e5 s\u00e4kra fr\u00e5n GPU-bristen <\/span>- och ju l\u00e4ngre bort fr\u00e5n Nvidia du \u00e4r, desto mindre \u00e4r dina chanser att f\u00e5 tag p\u00e5 dem.\u00a0<\/span><\/p>\n

I maj sa OpenAI:s VD Sam Altman till den amerikanska senaten: \"Vi har s\u00e5 ont om GPU:er att ju f\u00e4rre som anv\u00e4nder verktyget, desto b\u00e4ttre.\"\u00a0<\/span><\/p>\n

En ny f\u00f6rs\u00e4mring av GPT-4:s prestanda<\/a> fick m\u00e5nga att spekulera i om OpenAI inte kunde m\u00f6ta efterfr\u00e5gan, vilket tvingade dem att \u00e4ndra och justera aspekter av sina modeller.<\/p>\n

Samtidigt har GPU-bristen i Kina skapat ett stort <\/span>ganska bisarr blackmarket<\/span><\/a> d\u00e4r f\u00f6retagsk\u00f6pare m\u00e5ste delta i skumma aff\u00e4rer f\u00f6r Nvidias A100- och H100-chip p\u00e5 v\u00e5ningarna i SEG-skyskrapan i Shenzhen - ett cyberpunkliknande scenario som h\u00e4mtat direkt fr\u00e5n ett Deus Ex-videospel.\u00a0<\/span><\/p>\n

Microsofts <\/span>\u00e5rsredovisning<\/span><\/a> lyfte nyligen fram den f\u00f6rl\u00e4ngda bristen p\u00e5 AI-chip som en potentiell riskfaktor f\u00f6r investerare. <\/span><\/p>\n

I rapporten st\u00e5r det: \"Vi forts\u00e4tter att identifiera och utv\u00e4rdera m\u00f6jligheter att expandera v\u00e5ra datacenter och \u00f6ka v\u00e5r serverkapacitet f\u00f6r att m\u00f6ta v\u00e5ra kunders f\u00f6r\u00e4ndrade behov, s\u00e4rskilt med tanke p\u00e5 den v\u00e4xande efterfr\u00e5gan p\u00e5 AI-tj\u00e4nster.\"<\/span><\/p>\n

Vidare st\u00e5r det: \"V\u00e5ra datacenter \u00e4r beroende av tillg\u00e5ngen p\u00e5 till\u00e5ten och byggbar mark, f\u00f6ruts\u00e4gbar energi, n\u00e4tverkstillbeh\u00f6r och servrar, inklusive grafikprocessorer (GPU:er) och andra komponenter.\"<\/span><\/p>\n

Den om\u00e4ttliga aptiten p\u00e5 GPU:er<\/span><\/h2>\n

Datorkraft \u00e4r en betydande flaskhals f\u00f6r AI-utvecklingen, men f\u00e5 har f\u00f6rutsp\u00e5tt en efterfr\u00e5gan av den h\u00e4r storleken.<\/span><\/p>\n

Om denna efterfr\u00e5geniv\u00e5 var f\u00f6ruts\u00e4gbar skulle det finnas fler tillverkare av AI-chip \u00e4n Nvidia och en handfull nystartade f\u00f6retag, d\u00e4r Nvidia enligt vissa uppskattningar kontrollerar minst 84% av marknaden. AMD och Intel har bara precis kommit in i spelet.\u00a0<\/span><\/p>\n

Raj Joshi, senior vice president p\u00e5 Moody's Investors Service, sa: \"Ingen kunde ha modellerat hur snabbt eller hur mycket efterfr\u00e5gan kommer att \u00f6ka\", \"Jag tror inte att branschen var redo f\u00f6r den h\u00e4r typen av kraftig \u00f6kning av efterfr\u00e5gan.\"<\/span><\/p>\n

I sitt vinstsamtal i maj meddelade Nvidia att man hade \"upphandlat ett v\u00e4sentligt h\u00f6gre utbud f\u00f6r andra halv\u00e5ret\" f\u00f6r att m\u00f6ta den \u00f6kande efterfr\u00e5gan p\u00e5 AI-chip.\u00a0<\/span><\/p>\n

AMD uppgav under tiden att de kommer att presentera sitt svar p\u00e5 Nvidias AI GPU:er n\u00e4rmare slutet av \u00e5ret. \"Det finns ett mycket starkt kundintresse \u00f6ver hela linjen f\u00f6r v\u00e5ra AI-l\u00f6sningar,\" sa AMD:s VD och koncernchef<\/a> Lisa Su.<\/span><\/p>\n

Vissa branschexperter menar att bristen p\u00e5 chip kan komma att minska om tv\u00e5 till tre \u00e5r i takt med att Nvidias konkurrenter ut\u00f6kar sina erbjudanden. Flera nystartade f\u00f6retag arbetar nu dag och natt f\u00f6r att <\/span>tillgodose denna explosiva efterfr\u00e5gan<\/span><\/a>.\u00a0<\/span><\/p>\n

Alla f\u00f6retag som kan tillverka avancerade chip som l\u00e4mpar sig f\u00f6r AI-arbetsbelastningar kommer att klara sig bra, men det \u00e4r en s\u00e4llsynt kategori, eftersom GPU:er \u00e4r exceptionellt omst\u00e4ndliga att forska fram och bygga.\u00a0<\/span><\/p>\n

AI m\u00e5ste bli mer slimmat<\/span><\/h2>\n

Relativt nystartade AI-utvecklare som Inflection skyndar sig att bygga kolossala utbildningspaket. <\/span><\/p>\n

Efter att ha tagit upp en <\/span>m\u00e4ktig $1,3 miljarder<\/span><\/a>planerar Inflection att s\u00e4tta ihop ett GPU-kluster med 22.000 avancerade H100-chip.\u00a0<\/span><\/p>\n

Som exempel kan n\u00e4mnas att Nvidia, i samarbete med CoreWeave, nyligen <\/span>krossade riktm\u00e4rken f\u00f6r AI-utbildning<\/span><\/a> med ett kluster p\u00e5 3.584 chip - inklusive tr\u00e4ning av en stor spr\u00e5kmodell (LLM) som GPT-3.5 p\u00e5 cirka 10 minuter.\u00a0<\/span><\/p>\n

Medan maktjakten bland AI:s ledande akt\u00f6rer kretsar kring att stapla GPU:er i vad som b\u00f6rjar likna ett feodalt mark\u00f6vertagande, fokuserar andra p\u00e5 att luta ut AI-modeller f\u00f6r att f\u00e5 ut mer av den nuvarande tekniken. <\/span><\/p>\n

Till exempel har utvecklare i open source-communityn nyligen hittat s\u00e4tt att k\u00f6ra LLM p\u00e5 kompakta enheter som MacBooks.\u00a0\u00a0<\/span><\/p>\n

\"N\u00f6dv\u00e4ndighet \u00e4r uppfinningarnas moder, eller hur?\" Sid Sheth, grundare och VD f\u00f6r AI-startupen d-Matrix <\/span>ber\u00e4ttade f\u00f6r CNN<\/span><\/a>. \"S\u00e5 nu n\u00e4r m\u00e4nniskor inte har tillg\u00e5ng till obegr\u00e4nsade m\u00e4ngder datorkraft hittar de p\u00e5hittiga s\u00e4tt att anv\u00e4nda det de har p\u00e5 ett mycket smartare s\u00e4tt.\"<\/span><\/p>\n

Bristen p\u00e5 GPU:er \u00e4r dessutom en v\u00e4lkommen nyhet f\u00f6r dem som vill att AI-utvecklingen ska g\u00e5 l\u00e5ngsammare - beh\u00f6ver tekniken verkligen g\u00e5 snabbare \u00e4n den redan g\u00f6r?<\/span>
\n<\/span>
\n<\/span>F\u00f6rmodligen inte. Som Sheth uttrycker det: \"Netto kommer det h\u00e4r att bli en f\u00f6rkl\u00e4dd v\u00e4lsignelse.\"<\/span><\/p>","protected":false},"excerpt":{"rendered":"

V\u00e4rldens teknikf\u00f6retag \u00e4r hungriga efter avancerade GPU-chip, och tillverkarna verkar inte kunna producera tillr\u00e4ckligt f\u00f6r att m\u00f6ta efterfr\u00e5gan. Bakom varje h\u00f6gprofilerad AI-modell finns en legion av GPU:er som arbetar outtr\u00f6ttligt - och inte ens branschens A-listespelare kan f\u00e5 nog av dem. Att tr\u00e4na AI-modeller kr\u00e4ver enorma dataresurser, men tillverkarna \u00e4r relativt f\u00e5 och avancerade GPU:er \u00e4r inget man kan snurra upp \u00f6ver en natt. Den stora majoriteten av efterfr\u00e5gan har fallit p\u00e5 branschveteranen Nvidias axlar, vilket har drivit sitt marknadsv\u00e4rde till $1tn i \u00e5r. Just nu \u00e4r det f\u00e5 som verkar s\u00e4kra fr\u00e5n GPU-bristen -<\/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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