KwiNgqungquthela yeMorgan Stanley Technology, Media & Telecom ka-2026, i-AMD kunye ne-Intel babhengeze imfuno ekhulayo yeeyunithi zokucubungula eziphambili (ii-CPU) phakathi kokuqhubela phambili okuqhubekayo kwezobuchwepheshe bobuchwephesha bokwenziwa, ngokutsho kweTom's Hardware.
I-CFO ye-Intel uDavid Zinsner uphawule ukuba "iiprosesa ziye zathandwa kwakhona kulo nyaka." Umphathi we-Intel ukhankanye uphuhliso lwe-AI esekwe kwi-arhente, efuna iiprosesa ukuba zilungelelanise imisebenzi yekhompyutha edinga izixhobo ezininzi eyenziwa ziiyunithi zokucubungula imizobo (ii-GPU) kunye neeyunithi zokucubungula imithambo-luvo (ii-NPU), njengenye yezona zinto ziphambili ezibangela ukukhula. Le nkampani iqalile nokungena kwizivumelwano zexesha elide nabathengi ukuqinisekisa ukunikezelwa kweetships okungaphazanyiswayo ezifunekayo ukwandisa imisebenzi yabo. I-CEO ye-AMD uLisa Su, okwangoku, uthe kwingqungquthela efanayo ukuba inkampani ibona ukwanda okukhulu kwemfuno yeeprosesa phakathi kokwanda kwemithwalo yemisebenzi yokuqinisekisa. Wongeze ngelithi imfuno yeeprosesa idlule kakhulu kulindelo lwakhe.
Ukwanda kwe-AI, okwaqala ngokukhutshwa kwe-ChatGPT eqhutywa yi-AI ngo-2022, kukhokelele ekunqongophaleni kwezixhobo ezahlukeneyo zekhompyutha. Imarike yeyunithi yokucubungula imizobo (i-GPU) yachaphazeleka ekuqaleni. Amaziko edatha kunye neenkampani ezinkulu zelifu zathenga ezi zixhobo ngobuninzi ukuze zakhe iiseva ezinamandla ezinamakhulu amawaka ee-GPU. Njengoko unikezelo lwe-GPU luqheleka malunga nonyaka ka-2025, iingcali kunye nabahlalutyi baqala ukulumkisa ngokunqongophala kwe-RAM kunye neetships zokugcina ngenxa yemfuno enkulu yokugcina imemori ekhawulezayo kunye neshishini elivela kubaqhubi beziko ledatha eligxile kwi-AI.
Amandla apheleleyo ale ngxaki aviwe yimarike kwikota yesine yonyaka ophelileyo, xa amaxabiso eemodyuli ze-RAM kunye nee-SSD enyuka afikelela kumanqanaba arekhodiweyo. iyaqhubekaI-TrendForce ilindele ukuba amaxabiso eekhontrakthi ze-DRAM aphantse aphindwe kabini kule kota yangoku, ngelixa amaxabiso e-NAND eza kunyuka ubuncinane ngama-50%. Ingxaki yemarike yememori iyabonakala ngakumbi kune-GPU enqongopheleyo, njengoko inempembelelo ebanzi. Ngelixa ii-accelerator zemizobo zisetyenziswa kakhulu kwiikhompyutha zasekhaya nakwiilaptops ezinamakhadi emizobo ahlukeneyo, ii-memory chips zisetyenziswa phantse kuzo zonke izixhobo zedijithali zanamhlanje—ukusuka kwizixhobo zabathengi ezifana neeTV ezikrelekrele kunye nee-smartphones ukuya kwiimoto kunye nezixhobo zoshishino. Ikhonkco lemveliso yee-memory chips zeemveliso zabathengi lisebenzisa ii-silicon wafers ezifanayo nezo zisetyenziselwa ukuvelisa ii-memory chips kwiinkqubo zeklasi yeshishini, ezibonelela abavelisi ngexabiso eliphezulu.
Njengoko i-AI itshintsha—ukusuka kwiimodeli ezinkulu zolwimi kunye nee-chatbots ukuya kwiinkqubo zeearhente ezikwaziyo ukujonga, ukuqiqa, ukucwangcisa, ukwenza, nokufunda ngokuzimeleyo—amaziko edatha aya eqhubeka efuna amandla ekhompyutha kwiinkqubo ezininzi zeeprosesa, njengoko i-AI esekelwe kwi-arhente isebenzisa indibaniselwano yee-CPU, ii-GPU, kunye nee-NPU. Ngokuchasene nale meko, iTshayina sele ibona ukunyuka kwemfuno yeeprosesa ze-Intel kunye ne-AMD, kwaye ezinye iinkampani kulo mmandla zibika ukunqongophala kweeprosesa zeseva. Ngokutsho kweTom's Hardware, ukunyuka kweenkqubo ze-AI ezisekelwe kwi-arhente ezivulelekileyo ezifana neClawdbot, Moltbot, kunye ne-OpenClaw zokusetyenziswa kwindawo (oko kukuthi, ekhaya, kungekhona efini) kukwaqhuba imfuno yeenkqubo zeMac Studio kunye neMac mini ze-Apple ezisebenza kakuhle.
Xa i-AMD kunye ne-Intel zixoxa ngemfuno ekhulayo yeeprosesa zazo, kusenokwenzeka ukuba zicinga ngee-server chips, ezi mfuno ziqhutywa kakhulu ziziko ledatha. Iinkqubo zabathengi, ngokubanzi, azikakulungeli ukusasazwa okukhulu kwe-AI esekelwe kwi-arhente kunye nesidingo esihambelanayo sememori eninzi ekhoyo.
Kwizizukulwana ezimbalwa ezidlulileyo, i-AMD kunye ne-Intel bezisiya ekudibaneni, nto leyo ebavumela ukuba bandise inzuzo ngokusebenzisa uyilo olufanayo lwe-microarchitecture kwizisombululo zabathengi kunye nezeshishini. Ngokungafaniyo neNvidia, ebone ukukhula kwengeniso okubonakalayo okuqhutywa yimfuno ekhulayo yememori esebenza kakuhle kunye nee-GPU kwicandelo leziko ledatha, i-AMD kunye ne-Intel zisavelisa malunga nesiqingatha sengeniso yazo iyonke kwikota nganye kwimarike yabathengi. Oku kuseyicandelo elibalulekileyo kubo. Kwaye nangona imfuno yeziko ledatha yeeprosesa zeseva esebenza kakuhle inokunyuka, oku akufanele kuze ngeendleko zemarike yabathengi, ubuncinane kungabi kwinqanaba elifanayo nelemarike yememori.
Masithembe ukuba zombini i-Intel kunye ne-AMD zinokuhlangabezana neemfuno zeeprosesa ukuze zingayi kuyenza mandundu imeko esele imbi kwimarike yeePC iyonke. Ngaphandle koko, abanye sele beqikelela ukuphela kwexesha le-PC yokungena ngo-2028 ukuba imeko iyaqhubeka nokukhula kwicala langoku.
umthombo:
umthombo: 3dnews.ru
