{"id":3471,"date":"2024-03-25T10:52:11","date_gmt":"2024-03-25T03:52:11","guid":{"rendered":"https:\/\/dangngocduy.vn\/?p=3471"},"modified":"2024-03-25T10:52:11","modified_gmt":"2024-03-25T03:52:11","slug":"the-wave-of-ai-chips-will-shake-up-the-technology-industry-in-2023","status":"publish","type":"post","link":"https:\/\/dangngocduy.vn\/vi\/the-wave-of-ai-chips-will-shake-up-the-technology-industry-in-2023\/","title":{"rendered":"L\u00e0n s\u00f3ng chip AI s\u1ebd l\u00e0m rung chuy\u1ec3n ng\u00e0nh c\u00f4ng ngh\u1ec7 v\u00e0o n\u0103m 2023"},"content":{"rendered":"
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AI s\u00e1ng t\u1ea1o<\/a> C\u01a1n s\u1ed1t c\u00e0n qu\u00e9t ng\u00e0nh c\u00f4ng ngh\u1ec7 n\u0103m 2023. Nh\u01b0ng \u0111\u1eb1ng sau s\u1ef1 s\u00f4i \u0111\u1ed9ng c\u1ee7a th\u1ecb tr\u01b0\u1eddng l\u00e0 l\u00e0n s\u00f3ng ng\u1ea7m xung quanh chip AI, \u0111\u1eb7c bi\u1ec7t l\u00e0 GPU. Trong \u0111\u00e0o t\u1ea1o AI, chip \u0111\u1ed3 h\u1ecda GPU th\u1ed1ng tr\u1ecb CPU nh\u1edd kh\u1ea3 n\u0103ng th\u1ef1c hi\u1ec7n m\u1ed9t lo\u1ea1t ph\u00e9p t\u00ednh song song. T\u1eeb cu\u1ed9c chi\u1ebfn c\u00f4ng ngh\u1ec7 M\u1ef9 - Trung cho t\u1edbi b\u00ed \u1ea9n \u0111\u1eb1ng sau v\u1ee5 sa th\u1ea3i b\u1ea5t ng\u1edd CEO OpenAI Sam Altman \u0111\u1ec1u c\u00f3 b\u00f3ng d\u00e1ng c\u1ee7a chip AI.<\/p>\n

Kh\u00e1t khao chip AI<\/strong><\/p>\n

S\u1ef1 b\u00f9ng n\u1ed5 c\u1ee7a Generative AI khi\u1ebfn Nvidia tr\u1edf th\u00e0nh ng\u00f4i sao s\u00e1ng nh\u1ea5t v\u1ec1 ph\u1ea7n c\u1ee9ng. H100 c\u1ee7a h\u00e3ng hi\u1ec7n l\u00e0 chip \u0111\u1ed3 h\u1ecda GPU m\u1ea1nh nh\u1ea5t tr\u00ean th\u1ecb tr\u01b0\u1eddng, d\u00f9ng \u0111\u1ec3 v\u1eadn h\u00e0nh nh\u1eefng c\u1ed7 m\u00e1y si\u00eau AI. Gi\u00e1m \u0111\u1ed1c \u0111i\u1ec1u h\u00e0nh Nvidia Jensen Huang m\u00f4 t\u1ea3 \u0111\u00e2y l\u00e0 \u201ch\u1ec7 th\u1ed1ng \u0111\u1ea7u ti\u00ean tr\u00ean th\u1ebf gi\u1edbi \u0111\u01b0\u1ee3c thi\u1ebft k\u1ebf cho si\u00eau AI\u201d. Trong c\u01a1n s\u1ed1t, tr\u00ean th\u1ecb tr\u01b0\u1eddng ch\u1ee3 \u0111en, m\u1ed7i con chip c\u00f3 gi\u00e1 l\u00ean t\u1edbi 46.000 USD<\/a> (h\u01a1n m\u1ed9t t\u1ef7 \u0111\u1ed3ng).<\/p>\n

Theo c\u00f4ng ty nghi\u00ean c\u1ee9u Omdia, ch\u1ec9 trong m\u1ed9t qu\u00fd, Nvidia \u0111\u00e3 b\u00e1n \u0111\u01b0\u1ee3c n\u1eeda tri\u1ec7u chip H100<\/a> . C\u01a1n kh\u00e1t chip c\u0169ng khi\u1ebfn Nvidia nh\u00e0 thi\u1ebft k\u1ebf chip l\u1edbn nh\u1ea5t th\u1ebf gi\u1edbi<\/a> . Gi\u00e1 tr\u1ecb v\u1ed1n h\u00f3a c\u1ee7a c\u00f4ng ty \u0111\u1ea1t 1.000 t\u1ef7 USD, cao h\u01a1n Netflix, Nike v\u00e0 Novo Nordisk c\u1ed9ng l\u1ea1i. <\/p>\n

<\/p>\n
\"Nvidia<\/source><\/picture><\/div>
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Gi\u00e1m \u0111\u1ed1c \u0111i\u1ec1u h\u00e0nh Nvidia Jensen Huang gi\u1edbi thi\u1ec7u chip H100 t\u1ea1i tri\u1ec3n l\u00e3m Compex 2023 \u0110\u00e0i Loan ng\u00e0y 30\/5. \u1ea2nh: Kh\u01b0\u01a1ng Nha<\/em><\/p>\n<\/figcaption><\/figure>\n

C\u01a1n kh\u00e1t chip c\u0169ng khi\u1ebfn c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t ch\u1ea5t b\u00e1n d\u1eabn kh\u00f4ng th\u1ec3 ng\u1ed3i y\u00ean. D\u00f9 ph\u1ea3i \u0111\u1ed1i m\u1eb7t v\u1edbi l\u1ec7nh c\u1ea5m c\u1ee7a M\u1ef9 nh\u01b0ng Huawei \u0111\u01b0\u1ee3c cho l\u00e0 \u0111\u00e3 s\u1ea3n xu\u1ea5t th\u00e0nh c\u00f4ng c\u00e1c m\u1eabu chip AI c\u01a1 b\u1ea3n nh\u1eb1m l\u1ea5p \u0111\u1ea7y kho\u1ea3ng tr\u1ed1ng m\u00e0 Nvidia \u0111\u1ec3 l\u1ea1i. D\u1ef1a theo Reuters<\/em> Cu\u1ed1i th\u00e1ng 10, Huawei giao h\u01a1n 60% trong t\u1ed5ng s\u1ed1 1.600 chip Ascend 910B thay th\u1ebf Nvidia A100<\/a> tr\u00ean 200 m\u00e1y ch\u1ee7 cho Baidu. Gi\u1edbi chuy\u00ean gia \u0111\u00e1nh gi\u00e1 1.600 chip kh\u00f4ng ph\u1ea3i l\u00e0 \u0111\u01a1n h\u00e0ng l\u1edbn nh\u01b0ng l\u00e0 t\u00edn hi\u1ec7u cho th\u1ea5y M\u1ef9 kh\u00f4ng c\u00f2n gi\u1eef th\u1ebf \u0111\u1ed9c quy\u1ec1n v\u00e0 Huawei \u0111ang \u0111\u01b0\u1ee3c trao c\u01a1 h\u1ed9i chinh ph\u1ee5c th\u1ecb tr\u01b0\u1eddng 7 t\u1ef7 USD \u1edf qu\u00ea nh\u00e0.<\/p>\n

H\u00e0nh \u0111\u1ed9ng c\u1ee7a M\u1ef9 v\u00e0 ph\u1ea3n \u1ee9ng c\u1ee7a Trung Qu\u1ed1c<\/strong><\/p>\n

Sau khi th\u00f4ng qua \u0110\u1ea1o lu\u1eadt Chip v\u00e0o th\u00e1ng 8 n\u0103m 2022, k\u1ec3 t\u1eeb \u0111\u1ea7u n\u0103m nay, M\u1ef9 li\u00ean t\u1ee5c t\u0103ng c\u01b0\u1eddng l\u1ec7nh c\u1ea5m<\/a> \u0110\u1ebeN ng\u0103n ch\u1eb7n Trung Qu\u1ed1c \u0111\u01b0\u1ee3c h\u01b0\u1edfng l\u1ee3i<\/a> t\u1eeb g\u00f3i h\u1ed7 tr\u1ee3 $53 t\u1ef7. Chip AI l\u00e0 m\u1eb7t h\u00e0ng c\u1ea7n \u0111\u1eb7c bi\u1ec7t l\u01b0u \u00fd. Nvidia, c\u00f4ng ty th\u1ed1ng tr\u1ecb th\u1ecb ph\u1ea7n GPU, b\u1ecb c\u1ea5m b\u00e1n chip cao c\u1ea5p A100 v\u00e0 H100 cho doanh nghi\u1ec7p Trung Qu\u1ed1c. Sau \u0111\u00f3, c\u00e1c chip c\u1ea5p th\u1ea5p h\u01a1n nh\u01b0 H800, A800 c\u0169ng b\u1ecb si\u1ebft ch\u1eb7t. \u0110\u1ed9ng th\u00e1i c\u1ee7a M\u1ef9 \u0111\u01b0\u1ee3c coi l\u00e0 \u0111\u00f2n gi\u00e1ng m\u1ea1nh v\u00e0o tham v\u1ecdng AI c\u1ee7a Trung Qu\u1ed1c, n\u01a1i h\u00e0ng lo\u1ea1t g\u00e3 kh\u1ed5ng l\u1ed3 c\u00f4ng ngh\u1ec7 nh\u01b0 Tencent, ByteDance, Baidu, Alibaba \u0111ang \u0111\u1ea9y m\u1ea1nh ph\u00e1t tri\u1ec3n c\u00e1c m\u00f4 h\u00ecnh ng\u00f4n ng\u1eef l\u1edbn (LLM). v\u00e0 AI t\u01b0\u01a1ng t\u1ef1 nh\u01b0 ChatGPT. <\/p>\n

<\/p>\n
\"Employees<\/source><\/picture><\/div>
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Nh\u00e2n vi\u00ean l\u00e0m vi\u1ec7c t\u1ea1i d\u00e2y chuy\u1ec1n s\u1ea3n xu\u1ea5t chip b\u00e1n d\u1eabn c\u1ee7a Jiangsu Azure (Trung Qu\u1ed1c). H\u00ecnh ch\u1ee5p: Reuters<\/em><\/p>\n<\/figcaption><\/figure>\n

Ngay sau l\u1ec7nh c\u1ea5m, c\u00e1c c\u00f4ng ty Trung Qu\u1ed1c r\u00e1o ri\u1ebft s\u0103n l\u00f9ng v\u00e0 t\u00ecm c\u00e1ch t\u00edch tr\u1eef chip AI. Theo gi\u1edbi ph\u00e2n t\u00edch, vi\u1ec7c M\u1ef9 ch\u1eb7n Nvidia b\u00e1n chip c\u00f3 th\u1ec3 g\u00e2y ra Trung Qu\u1ed1c s\u1ebd th\u1ee5t l\u00f9i<\/a> trong cu\u1ed9c \u0111ua AI. \u0110\u1ea7u th\u00e1ng 8, SCMP<\/em> D\u1eabn ngu\u1ed3n chu\u1ed7i cung \u1ee9ng, h\u00e0ng lo\u1ea1t h\u00e3ng c\u00f4ng ngh\u1ec7 l\u1edbn Trung Qu\u1ed1c \u0111\u00e3 nhanh ch\u00f3ng \u0111\u1eb7t mua kho\u1ea3ng 100.000 b\u1ed9 A800 tr\u1ecb gi\u00e1 h\u01a1n 1 t\u1ef7 USD t\u1eeb Nvidia, \u0111\u1ec3 giao trong n\u0103m nay. Ngo\u00e0i ra, c\u00e1c \u0111\u01a1n h\u00e0ng kh\u00e1c c\u00f3 t\u1ed5ng gi\u00e1 tr\u1ecb t\u1eeb b\u1ed1n t\u1ef7 USD<\/a> s\u1ebd \u0111\u01b0\u1ee3c giao v\u00e0o n\u0103m 2024.<\/p>\n

Ng\u01b0\u1ee3c l\u1ea1i, c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t chip Trung Qu\u1ed1c l\u1ea1c quan<\/a> v\u1ec1 l\u1ec7nh c\u1ea5m v\u00e0 xem \u0111\u00e2y l\u00e0 \u0111\u1ed9ng l\u1ef1c gi\u00fap h\u1ecd d\u1ec5 d\u00e0ng ti\u1ebfp c\u1eadn qu\u1ef9 $41 t\u1ef7<\/a> . D\u1ef1a theo Reuters<\/em> Big Fund \u0111ang \u0111\u01b0\u1ee3c ch\u00ednh ph\u1ee7 Trung Qu\u1ed1c \u00e2m th\u1ea7m chu\u1ea9n b\u1ecb \u0111\u1ec3 t\u1ef1 ch\u1ee7 ngu\u1ed3n chip, t\u1ea1o th\u1ebf c\u00e2n b\u1eb1ng v\u1edbi qu\u1ef9 $53 t\u1ef7 c\u1ee7a M\u1ef9.<\/p>\n

Ch\u00e2u \u00c2u c\u0169ng kh\u00f4ng ng\u1ed3i y\u00ean khi th\u00f4ng qua m\u1ed9t$47 t\u1ef7<\/a> g\u00f3i h\u1ed7 tr\u1ee3 b\u00e1n d\u1eabn v\u00e0o th\u00e1ng 4, v\u1edbi m\u1ee5c ti\u00eau t\u0103ng g\u1ea5p \u0111\u00f4i th\u1ecb ph\u1ea7n s\u1ea3n xu\u1ea5t chip c\u1ee7a ch\u00e2u l\u1ee5c n\u00e0y l\u00ean 20% v\u00e0o n\u0103m 2030. SCMP<\/em> tr\u00edch l\u1eddi Thierry Breton, \u1ee6y vi\u00ean Th\u1ecb tr\u01b0\u1eddng. trong n\u01b0\u1edbc theo \u1ee6y ban Ch\u00e2u \u00c2u, r\u1eb1ng \u0111\u00e2y l\u00e0 n\u1ed7 l\u1ef1c m\u1edbi nh\u1ea5t c\u1ee7a EU nh\u1eb1m b\u1eaft k\u1ecbp M\u1ef9 v\u00e0 ch\u00e2u \u00c1 v\u1ec1 n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t ch\u1ea5t b\u00e1n d\u1eabn.<\/p>\n

Cu\u1ed9c \u0111ua m\u1edbi<\/strong><\/p>\n

Chip kh\u00f4ng ch\u1ec9 l\u00e0 t\u00e2m \u0111i\u1ec3m trong cu\u1ed9c chi\u1ebfn c\u00f4ng ngh\u1ec7 gi\u1eefa c\u00e1c c\u01b0\u1eddng qu\u1ed1c hay gi\u1eefa c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t ch\u1ea5t b\u00e1n d\u1eabn m\u00e0 ch\u00fang c\u00f2n li\u00ean quan \u0111\u1ebfn nhi\u1ec1u b\u00ed m\u1eadt ch\u01b0a \u0111\u01b0\u1ee3c b\u1eadt m\u00ed c\u1ee7a l\u00e0ng c\u00f4ng ngh\u1ec7.<\/p>\n

Ng\u00e0y 17\/11, Sam Altman, CEO c\u1ee7a OpenAI b\u1ea5t ng\u1edd b\u1ecb sa th\u1ea3i nh\u01b0ng \u0111\u01b0\u1ee3c ph\u1ee5c h\u1ed3i ch\u1ee9c v\u1ee5 sau 5 ng\u00e0y. Trong c\u00e1c t\u00e0i li\u1ec7u \u0111\u01b0\u1ee3c truy c\u1eadp b\u1edfi C\u00f3 d\u00e2y<\/em> , OpenAI<\/a> n\u0103m 2019 \u0111\u00e3 k\u00fd th\u1ecfa thu\u1eadn tr\u1ecb gi\u00e1 $51 tri\u1ec7u \u0111\u1ec3 mua chip t\u1eeb Rain AI. C\u00f4ng ty c\u00f3 tr\u1ee5 s\u1edf t\u1ea1i San Francisco, c\u00e1ch OpenAI ch\u01b0a \u0111\u1ea7y m\u1ed9t d\u1eb7m v\u00e0 ho\u1ea1t \u0111\u1ed9ng tr\u00ean m\u1ed9t con chip m\u00f4 ph\u1ecfng b\u1ed9 n\u00e3o con ng\u01b0\u1eddi (NPU). Rain AI c\u00f3 k\u1ebf ho\u1ea1ch ra m\u1eaft s\u1ea3n ph\u1ea9m \u0111\u1ea7u ti\u00ean v\u00e0o th\u00e1ng 10 n\u0103m sau. \u0110i\u1ec3m \u0111\u1eb7c bi\u1ec7t l\u00e0 Altman c\u0169ng \u0111\u1ee9ng t\u00ean c\u00e1 nh\u00e2n m\u00ecnh \u0111\u1ea7u t\u01b0 1 tri\u1ec7u USD v\u00e0o c\u00f4ng ty n\u00e0y.<\/p>\n

Trong nhi\u1ec1u n\u0103m qua, Altman th\u01b0\u1eddng xuy\u00ean ph\u00e0n n\u00e0n v\u1ec1 gi\u00e1 th\u00e0nh chip AI qu\u00e1 cao v\u00e0 d\u1ef1 \u0111o\u00e1n tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o c\u00f3 th\u1ec3 t\u1ea1o ra m\u1ed9t \u201ccu\u1ed9c kh\u1ee7ng ho\u1ea3ng t\u00e0n kh\u1ed1c\u201d trong l\u0129nh v\u1ef1c chip, \u0111\u1ed3ng th\u1eddi kh\u1eb3ng \u0111\u1ecbnh t\u1ed1c \u0111\u1ed9 ph\u00e1t tri\u1ec3n AI s\u1ebd ph\u1ee5 thu\u1ed9c v\u00e0o c\u00e1c thi\u1ebft k\u1ebf chip v\u00e0 chu\u1ed7i cung \u1ee9ng m\u1edbi.<\/p>\n

N\u0103m 2023 k\u1ebft th\u00fac v\u1edbi h\u00e0ng lo\u1ea1t tuy\u00ean b\u1ed1 \u201ctham chi\u1ebfn\u201d t\u1eeb c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t ch\u1ea5t b\u00e1n d\u1eabn h\u00e0ng \u0111\u1ea7u th\u1ebf gi\u1edbi. AMD cho bi\u1ebft MI300X<\/a> b\u1ed9 x\u1eed l\u00fd, m\u1ed9t ph\u1ea7n c\u1ee7a d\u00f2ng Instinct MI300 chuy\u00ean v\u1ec1 c\u00e1c m\u00f4 h\u00ecnh AI t\u1ed5ng h\u1ee3p, c\u00f3 th\u00f4ng s\u1ed1 t\u01b0\u01a1ng \u0111\u01b0\u01a1ng v\u1edbi b\u1ed9 x\u1eed l\u00fd m\u1ea1nh nh\u1ea5t H100<\/a> t\u1eeb Nvidia. Th\u00e1ng tr\u01b0\u1edbc, Microsoft \u0111\u00e3 gi\u1edbi thi\u1ec7u Azure Maia 100<\/a> chip \u0111\u1ec3 c\u1ea1nh tranh v\u1edbi Nvidia. V\u00e0o ng\u00e0y 14 th\u00e1ng 12, Intel \u0111\u00e3 c\u00f4ng b\u1ed1 chip Gaudi3 d\u00e0nh ri\u00eang cho AI. Trong khi \u0111\u00f3, v\u00e0o ng\u00e0y 13\/11, Nvidia c\u0169ng \u0111\u00e3 c\u00f4ng b\u1ed1 H200<\/a> model, d\u1ef1 ki\u1ebfn tung ra th\u1ecb tr\u01b0\u1eddng v\u00e0o qu\u00fd 2 n\u0103m 2024 v\u00e0 \u0111\u01b0\u1ee3c k\u1ef3 v\u1ecdng s\u1ebd \u201ct\u1ea1o b\u01b0\u1edbc nh\u1ea3y v\u1ecdt v\u1ec1 hi\u1ec7u su\u1ea5t, \u0111\u1eb7c bi\u1ec7t l\u00e0 kh\u1ea3 n\u0103ng suy lu\u1eadn c\u1ee7a c\u00e1c m\u00f4 h\u00ecnh\u201d. AI d\u1eef li\u1ec7u l\u1edbn\u201d.<\/p>\n

C\u00e1c chuy\u00ean gia d\u1ef1 \u0111o\u00e1n chip AI s\u1ebd v\u1eabn l\u00e0 m\u1ed9t trong nh\u1eefng t\u00e2m \u0111i\u1ec3m c\u1ee7a ng\u00e0nh c\u00f4ng ngh\u1ec7 trong n\u0103m t\u1edbi khi AI th\u1ebf h\u1ec7 ti\u1ebfp t\u1ee5c b\u00f9ng n\u1ed5, trong khi tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o n\u00f3i chung AGI<\/a> c\u00f3 th\u1ec3 s\u1edbm tr\u1edf th\u00e0nh hi\u1ec7n th\u1ef1c khi GPU chuy\u00ean d\u1ee5ng \u0111\u01b0\u1ee3c n\u00e2ng c\u1ea5p.<\/p>\n

Kh\u01b0\u01a1ng Nha<\/strong> <\/p>\n

<\/div>\n<\/article>","protected":false},"excerpt":{"rendered":"

The US, China, and Europe are aggressively racing to achieve autonomy in AI chips while the technology world witnesses a series of incidents in the thirst for GPUs.<\/p>","protected":false},"author":1,"featured_media":3472,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[46,41],"tags":[47,43],"class_list":["post-3471","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ai","category-tech","tag-ai","tag-tech"],"_links":{"self":[{"href":"https:\/\/dangngocduy.vn\/vi\/wp-json\/wp\/v2\/posts\/3471","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/dangngocduy.vn\/vi\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/dangngocduy.vn\/vi\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/dangngocduy.vn\/vi\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/dangngocduy.vn\/vi\/wp-json\/wp\/v2\/comments?post=3471"}],"version-history":[{"count":1,"href":"https:\/\/dangngocduy.vn\/vi\/wp-json\/wp\/v2\/posts\/3471\/revisions"}],"predecessor-version":[{"id":3475,"href":"https:\/\/dangngocduy.vn\/vi\/wp-json\/wp\/v2\/posts\/3471\/revisions\/3475"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/dangngocduy.vn\/vi\/wp-json\/wp\/v2\/media\/3472"}],"wp:attachment":[{"href":"https:\/\/dangngocduy.vn\/vi\/wp-json\/wp\/v2\/media?parent=3471"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/dangngocduy.vn\/vi\/wp-json\/wp\/v2\/categories?post=3471"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/dangngocduy.vn\/vi\/wp-json\/wp\/v2\/tags?post=3471"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}