Engqungqutheleni ye-Morgan Stanley Technology, Media & Telecom ka-2026, i-AMD kanye ne-Intel bamemezele isidingo esikhulayo samayunithi okucubungula aphakathi (ama-CPU) phakathi kokuqhubeka kwentuthuko yobuchwepheshe bobuhlakani bokwenziwa, ngokusho kwe-Tom's Hardware.
I-CFO ye-Intel uDavid Zinsner uphawule ukuthi "ama-processor asephinde athandwa futhi kulo nyaka." Umphathi we-Intel ucaphune ukuthuthukiswa kwe-AI esekelwe kuma-ejenti, okudinga ama-processor ukuthi axhumanise imisebenzi yokubala edinga izinsizakusebenza eziningi eyenziwa amayunithi okucubungula ihluzo (ama-GPU) kanye namayunithi okucubungula ama-neural (ama-NPU), njengenye yezinto ezibangela ukukhula. Le nkampani isiqalile ngisho nokungena ezivumelwaneni zesikhathi eside namakhasimende ukuqinisekisa ukunikezwa okungaphazanyiswa kwama-chip adingekayo ukuze kwandiswe imisebenzi yawo. I-CEO ye-AMD uLisa Su, okwamanje, uthe engqungqutheleni efanayo ukuthi inkampani ibona ukwanda okukhulu kwesidingo sama-processor phakathi nokwanda kwemithwalo yemisebenzi yokucabanga. Uphinde wanezela ukuthi isidingo sama-processor sidlule kakhulu okulindelwe kwakhe.
Ukwanda kwe-AI, okwaqala ngokukhishwa kwe-ChatGPT ye-chatbot esebenzisa i-AI ngo-2022, kuholele ekushodeni kwezingxenye ezahlukene zekhompyutha. Imakethe yeyunithi yokucubungula ihluzo (i-GPU) yathinteka ekuqaleni. Izikhungo zedatha kanye nezinkampani ezinkulu zamafu zathenga lezi zingxenye ngobuningi ukuze zakhe amaseva anamandla ngamakhulu ezinkulungwane zama-GPU. Njengoba ukuhlinzekwa kwe-GPU kuvamile cishe maphakathi no-2025, ochwepheshe kanye nabahlaziyi baqala ukuxwayisa ngokuntuleka kwe-RAM kanye nama-chip okugcina ngenxa yesidingo esikhulu sememori esheshayo kanye nesitoreji sebhizinisi esivela kubasebenzi bezikhungo zedatha ezigxile ku-AI.
Amandla aphelele ale nkinga azwiwa yimakethe kwikota yesine yonyaka odlule, lapho amanani amamojula e-RAM nama-SSD enyuka afinyelela emazingeni aqopha umlando. Lokhu kukhula iyaqhubekaI-TrendForce ilindele ukuthi amanani enkontileka ye-DRAM acishe aphindwe kabili kule kota yamanje, kuyilapho amanani e-NAND ezokhuphuka okungenani ngo-50%. Inkinga yemakethe yememori isobala kakhulu kunokuntuleka kwe-GPU, njengoba inomthelela obanzi. Ngenkathi ama-accelerator ehluzo esetshenziswa kakhulu kuma-PC asekhaya nakuma-laptop anamakhadi ehluzo ahlukile, ama-memory chip asetshenziswa cishe kuwo wonke amadivayisi edijithali yesimanje—kusukela kumadivayisi abathengi afana nama-smart TV nama-smartphone kuya ezimotweni nasemishinini yezimboni. Uchungechunge lokukhiqiza ama-memory chips emikhiqizo yabathengi lusebenzisa ama-silicon wafers afanayo nalawo asetshenziselwa ukukhiqiza ama-memory chips ezinhlelo zesigaba sebhizinisi, ezinikeza abakhiqizi amathuba aphezulu.
Njengoba i-AI ishintsha—kusukela kumamodeli amakhulu olimi kanye nama-chatbot kuya ezinhlelweni zama-ejenti ezikwazi ukubuka, ukucabanga, ukuhlela, ukwenza, nokufunda ngokuzimela—izikhungo zedatha ziya ngokuya zifuna amandla okubala ezinhlelo zama-multiprocessor, njengoba i-AI esekelwe kuma-ejenti isebenzisa inhlanganisela yama-CPU, ama-GPU, nama-NPU. Ngokuphikisana nalokhu, iShayina isivele ibona ukwanda kwesidingo sama-processor e-Intel kanye ne-AMD, kanti ezinye izinkampani esifundeni zibika ukushoda kwama-processor eseva. Ngokusho kwe-Tom's Hardware, ukwanda kwezinhlelo ze-AI ezisekelwe kuma-ejenti avulekile njenge-Clawdbot, i-Moltbot, ne-OpenClaw zokusetshenziswa endaweni (okungukuthi, ekhaya, hhayi efwini) nakho kuqhubekisela phambili isidingo sezinhlelo ze-Mac Studio kanye ne-Mac mini ze-Apple ezisebenza kahle kakhulu.
Lapho i-AMD ne-Intel bexoxa ngesidingo esikhulayo samaprosesa abo, cishe bacabanga ngama-chip eseva, isidingo sawo esiqhutshwa kakhulu yizikhungo zedatha. Izinhlelo zabathengi, ngokuvamile, azikakulungeli ukuthunyelwa kwendawo enkulu ye-AI esekelwe kuma-ejenti kanye nesidingo esihambisanayo senani elikhulu lememori etholakalayo.
Ezizukulwaneni ezimbalwa ezedlule, i-AMD ne-Intel bebelokhu beya ekuhlanganiseni, okubavumela ukuthi bandise inzuzo ngokusebenzisa ukwakheka okufanayo kwezixazululo zamakhasimende nezebhizinisi. Ngokungafani ne-Nvidia, eye yabona ukukhula kwemali engenayo okubangelwa ukwanda kwesidingo sememori esebenza kahle kanye nama-GPU esigabeni sesikhungo sedatha, i-AMD ne-Intel zisakhiqiza cishe ingxenye yemali engenayo yazo yonke ikota ngayinye emakethe yabathengi. Lokhu kusalokhu kuyisigaba esibalulekile kubo. Futhi yize isidingo sesikhungo sedatha sabaprosesa beseva abasebenza kahle singakhula, lokhu akufanele kuze ngezindleko zemakethe yabathengi, okungenani hhayi ngezinga elifanayo njengoba kwenzeka ngemakethe yememori.
Masithembe ukuthi i-Intel ne-AMD zingahlangabezana nesidingo sabaprosesa ukuze bagweme ukwandisa isimo esivele siwohloka emakethe yama-PC iyonke. Ngaphandle kwalokho, abanye sebevele babikezela ukuphela kwesikhathi se-PC esisezingeni lokuqala ngo-2028 uma isimo siqhubeka nokuthuthuka ngendlela yamanje.
Source:
Source: 3dnews.ru
