{"id":1637,"date":"2025-01-28T05:07:49","date_gmt":"2025-01-28T05:07:49","guid":{"rendered":"https:\/\/infonaujiena.lt\/index.php\/2025\/01\/28\/ar-deepseee-yra-ai-burbulo-sprogimo-katalizatorius-ka-tai-reiskia-nvidijai\/"},"modified":"2025-01-28T05:07:49","modified_gmt":"2025-01-28T05:07:49","slug":"ar-deepseee-yra-ai-burbulo-sprogimo-katalizatorius-ka-tai-reiskia-nvidijai","status":"publish","type":"post","link":"https:\/\/infonaujiena.lt\/index.php\/2025\/01\/28\/ar-deepseee-yra-ai-burbulo-sprogimo-katalizatorius-ka-tai-reiskia-nvidijai\/","title":{"rendered":"Ar \u201eDeepseee\u201c yra AI burbulo sprogimo katalizatorius? K\u0105 tai rei\u0161kia nvidijai"},"content":{"rendered":"<p> <br \/>\n<\/p>\n<div id=\"\">\n<p>Technikos pasaulis \u0161urmuliuoja kritiniu klausimu: <em>Ar \u201eNvidia\u201c gali susidurti su likimu, pana\u0161iu \u012f \u201eCisco\u201c po \u201edot-com\u201c katastrofos?<\/em> AI \u012franki\u0173, toki\u0173 kaip \u201eDeepseek\u201c, kilimas paskatino diskusijas apie tai, ar AI bumas yra tvarus, ar ar jis eina \u012f skai\u010diavim\u0105. Suskirstykime.<\/p>\n<p>&#13;<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_84 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Turinys:<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/infonaujiena.lt\/index.php\/2025\/01\/28\/ar-deepseee-yra-ai-burbulo-sprogimo-katalizatorius-ka-tai-reiskia-nvidijai\/#Nvidijos_AI_aukso_skubejimas\" >Nvidijos AI aukso skub\u0117jimas<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/infonaujiena.lt\/index.php\/2025\/01\/28\/ar-deepseee-yra-ai-burbulo-sprogimo-katalizatorius-ka-tai-reiskia-nvidijai\/#%E2%80%9EDeepseek%E2%80%9C_AI_zaidimu_keitiklis\" >\u201eDeepseek\u201c: AI \u017eaidim\u0173 keitiklis?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/infonaujiena.lt\/index.php\/2025\/01\/28\/ar-deepseee-yra-ai-burbulo-sprogimo-katalizatorius-ka-tai-reiskia-nvidijai\/#%E2%80%9ECisco%E2%80%9C_ir_%E2%80%9ENvidia%E2%80%9C_perspejimas_is_istorijos\" >\u201eCisco\u201c ir \u201eNvidia\u201c: persp\u0117jimas i\u0161 istorijos<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/infonaujiena.lt\/index.php\/2025\/01\/28\/ar-deepseee-yra-ai-burbulo-sprogimo-katalizatorius-ka-tai-reiskia-nvidijai\/#Platesne_rizika_technologiju_pasauliui\" >Platesn\u0117 rizika technologij\u0173 pasauliui<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/infonaujiena.lt\/index.php\/2025\/01\/28\/ar-deepseee-yra-ai-burbulo-sprogimo-katalizatorius-ka-tai-reiskia-nvidijai\/#Kas_toliau_NVIDIA\" >Kas toliau NVIDIA?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/infonaujiena.lt\/index.php\/2025\/01\/28\/ar-deepseee-yra-ai-burbulo-sprogimo-katalizatorius-ka-tai-reiskia-nvidijai\/#Galutines_mintys\" >Galutin\u0117s mintys<\/a><\/li><\/ul><\/nav><\/div>\n<h3><span class=\"ez-toc-section\" id=\"Nvidijos_AI_aukso_skubejimas\"><\/span><strong>Nvidijos AI aukso skub\u0117jimas<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>&#13;<\/p>\n<p>Nvidia tapo AI revoliucijos stuburu. Jos galingi GPU yra didel\u0117s dangaus paklausos, nes pradedantieji ir technikos mil\u017einai milijardai i\u0161pils milijardus \u012f AI modeli\u0173 k\u016brim\u0105. Bet \u0161tai laimikis: \u0161is sprogstamasis augimas atspindi \u201eCisco\u201c istorij\u0105 1990 m. Pabaigoje DOT-COM burbule.<\/p>\n<p>&#13;<\/p>\n<p>Tuomet \u201eCisco\u201c tiek\u0117 tinklo \u012frang\u0105, kuri maitino interneto bum\u0105. Pradedan\u010dios \u012fmon\u0117s nusipirko savo aparatin\u0119 \u012frang\u0105 kaip \u201eCandy\u201c, tik nor\u0117dami sugri\u016bti, kai sprogo burbulas. Nakt\u012f rinka paskendo pigioje, naudotoje \u201eCisco\u201c \u012frangoje. Paklausa i\u0161nyko, o bendrov\u0117s augimas padid\u0117jo de\u0161imtmet\u012f.<\/p>\n<p>&#13;<\/p>\n<p>Garsas pa\u017e\u012fstamas?<\/p>\n<p>&#13;<\/p>\n<h3><span class=\"ez-toc-section\" id=\"%E2%80%9EDeepseek%E2%80%9C_AI_zaidimu_keitiklis\"><\/span><strong>\u201eDeepseek\u201c: AI \u017eaidim\u0173 keitiklis?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>&#13;<\/p>\n<p>\u012eveskite \u201eDeepseek\u201c. Jei \u0161i technologija atitikt\u0173 hipotek\u0105, ji gali sutrikdyti masini\u0173 GPU investicij\u0173 poreik\u012f. \u012esivaizduokite, kad AI modeliai taps tokie efektyv\u016bs, kad jiems reikia daug ma\u017eiau skai\u010diavimo galios arba, dar blogiau (\u201eNVIDIA\u201c), pradedantiesiems \u012fmon\u0117ms, nepaisant j\u0173 technin\u0117s \u012frangos i\u0161laid\u0173, pradedantiesiems \u012fmon\u0117ms nepavyksta gauti pinig\u0173 i\u0161 savo AI \u012franki\u0173.<\/p>\n<p>&#13;<\/p>\n<p>\u0160tai kur NVIDIA viskas rizikuoja:<\/p>\n<p>&#13;<\/p>\n<ol start=\"1\">&#13;<\/p>\n<li>&#13;\n<p><strong>Startuolio \u017elugimas = GPU gliut<\/strong><br \/>Daugelis AI startuoli\u0173 i\u0161gyvena rizikos kapitale, o ne pajamas. Jei jiems nepavyks, j\u0173 sand\u0117liai, pilni Nvidia GPU, gal\u0117t\u0173 u\u017etvindyti naudot\u0173 rinkos. Pig\u016bs, vos naudojami \u017eetonai suma\u017eint\u0173 naujos aparat\u016bros pardavim\u0105.<\/p>\n<p>&#13;\n<\/li>\n<p>&#13;<\/p>\n<li>&#13;\n<p><strong>\u201eDid\u017eiojo 7\u201c sul\u0117t\u0117jimas<\/strong><br \/>Dideli \u017eaid\u0117jai, tokie kaip \u201eGoogle\u201c ar \u201eMeta\u201c, skatinantys didel\u0119 \u201eNVIDIA\u201c pardavim\u0173 dal\u012f, gali pristabdyti u\u017esakymus, jei supras, kad j\u0173 esami GPU s\u0117di nenaudojami. Kod\u0117l verta pirkti nauj\u0105, kai net nenaudojate to, k\u0105 turite?<\/p>\n<p>&#13;\n<\/li>\n<p>&#13;<\/p>\n<li>&#13;\n<p><strong>Debes\u0173 sukr\u0117timas<\/strong><br \/>Pradedan\u010dios \u012fmon\u0117s, nuomojan\u010dios NVIDIA varomus serverius, gali stengtis padidinti peln\u0105, pridedant dar daugiau GPU prie naudot\u0173 kr\u016bv\u0173.<\/p>\n<p>&#13;\n<\/li>\n<p>&#13;\n<\/ol>\n<p>&#13;<\/p>\n<h3><span class=\"ez-toc-section\" id=\"%E2%80%9ECisco%E2%80%9C_ir_%E2%80%9ENvidia%E2%80%9C_perspejimas_is_istorijos\"><\/span><strong>\u201eCisco\u201c ir \u201eNvidia\u201c: persp\u0117jimas i\u0161 istorijos<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>&#13;<\/p>\n<p>Paraleles sunku ignoruoti:<\/p>\n<p>&#13;<\/p>\n<ol start=\"1\">&#13;<\/p>\n<li>&#13;\n<p><strong>Spekuliacin\u0117 paklausa<\/strong><br \/>Abi \u012fmon\u0117s klest\u0117jo per \u201eGold Rush\u201c er\u0105. \u201eCisco\u201c maitino \u201edot-com\u201c nuojaut\u0105; Nvidia skatina AI lenktynes. Bet kai Hype i\u0161nyksta, per didelis pasi\u016blymas seka.<\/p>\n<p>&#13;\n<\/li>\n<p>&#13;<\/p>\n<li>&#13;\n<p><strong>Paleidimo priklausomyb\u0117<\/strong><br \/>\u201eCisco\u201c r\u0117m\u0117si grynaisiais deginan\u010diais interneto \u012fmon\u0117mis. NVIDIA augimas dabar priklauso nuo AI \u012fmoni\u0173, kurios niekada negali gauti pelno.<\/p>\n<p>&#13;\n<\/li>\n<p>&#13;<\/p>\n<li>&#13;\n<p><strong>Naudotin\u0117 audra<\/strong><br \/>Po \u201edot-com\u201c katastrofos \u201eCisco\u201c turgus nuskendo pigiai naudotu \u012frankiu. \u201eNvidia\u201c gali susidurti su tuo pa\u010diu, jei GPU u\u017elieja \u201eeBay\u201c.<\/p>\n<p>&#13;\n<\/li>\n<p>&#13;<\/p>\n<li>&#13;\n<p><strong>Augimo uolos<\/strong><br \/>\u201eCisco\u201c niekada neatgavo savo 1990 -\u0173j\u0173 pagrei\u010dio. Jei AI burbulas pasirodys, \u201eNvidia\u201c rekordiniai pardavimai gali sustoti daugel\u012f met\u0173.<\/p>\n<p>&#13;\n<\/li>\n<p>&#13;\n<\/ol>\n<p>&#13;<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Platesne_rizika_technologiju_pasauliui\"><\/span><strong>Platesn\u0117 rizika technologij\u0173 pasauliui<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>&#13;<\/p>\n<p>\u201eNvidia\u201c sul\u0117t\u0117jimas ne\u012fvykt\u0173 vakuume:<\/p>\n<p>&#13;<\/p>\n<ul>&#13;<\/p>\n<li>&#13;\n<p><strong>PG aparatin\u0117s \u012frangos \u012fmon\u0117s<\/strong>: Firmos, statan\u010dios \u201eNVIDIA GPUS\u201c, gali susidurti su \u017elugimu.<\/p>\n<p>&#13;\n<\/li>\n<p>&#13;<\/p>\n<li>&#13;\n<p><strong>Rinkos vertinimai<\/strong>: Nvidijos trilijono doleri\u0173 vertinimas priklauso nuo begalinio AI augimo. Pataisa gal\u0117t\u0173 paskatinti investuotojus.<\/p>\n<p>&#13;\n<\/li>\n<p>&#13;<\/p>\n<li>&#13;\n<p><strong>Naujos technologijos poslinkiai<\/strong>: Jei AI pasuka \u012f decentralizuotus ar energij\u0105 taupan\u010dius modelius (pagalvokite apie kvantin\u012f skai\u010diavim\u0105 ar neuromorfinius lustus), NVIDIA GPU dominavimas gal\u0117t\u0173 i\u0161nykti.<\/p>\n<p>&#13;\n<\/li>\n<p>&#13;\n<\/ul>\n<p>&#13;<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Kas_toliau_NVIDIA\"><\/span><strong>Kas toliau NVIDIA?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>&#13;<\/p>\n<p>Nvidia n\u0117ra pasmerkta &#8211; taip. Bendrov\u0117 protingai \u012fvairina \u012f AI programin\u0119 \u012frang\u0105 ir debes\u0173 partneryst\u0119. Ta\u010diau gr\u0117sm\u0117 yra tikra. Kol kas GPU paklausa i\u0161lieka stipri, ta\u010diau pramon\u0117 atid\u017eiai stebi \u012ftr\u016bkimus.<\/p>\n<p>&#13;<\/p>\n<p><strong>Pagrindiniai takeliai<\/strong>:<\/p>\n<p>&#13;<\/p>\n<ul>&#13;<\/p>\n<li>&#13;\n<p>AI str\u0117l\u0117 <em>gal\u0117jo<\/em> Sekite \u201edot-com\u201c biusto s\u0105siuvin\u012f.<\/p>\n<p>&#13;\n<\/li>\n<p>&#13;<\/p>\n<li>&#13;\n<p>\u201eDeepseek\u201c efektyvumo padid\u0117jimas ar paleidimo gedimai gali sukelti GPU pertekli\u0173.<\/p>\n<p>&#13;\n<\/li>\n<p>&#13;<\/p>\n<li>&#13;\n<p>Ilgalaik\u0117 \u201eNvidia\u201c s\u0117km\u0117 priklauso nuo to, ar prisitaikymas grei\u010diau nei \u201eCisco\u201c.<\/p>\n<p>&#13;\n<\/li>\n<p>&#13;\n<\/ul>\n<p>&#13;<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Galutines_mintys\"><\/span><strong>Galutin\u0117s mintys<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>&#13;<\/p>\n<p>Technin\u0117 istorija m\u0117gsta kartoti save. \u201eCisco\u201c katastrofa nebuvo susijusi tik su nes\u0117kme &#8211; tai buvo per daug la\u017eybos d\u0117l spekuliacinio burbulo. Nvidia susiduria su tuo pa\u010diu testu. Ar AI am\u017einai pakeis pramon\u0117s \u0161akas, ar tai dar vienas hipe ciklas, art\u0117jantis prie jo pabaigos? Tik laikas parodys, bet vienas dalykas yra ai\u0161kus: statymai niekada nebuvo didesni.<\/p>\n<p>&#13;<\/p>\n<p><em>K\u0105 tu galvoji? Ar AI burbulas yra tikras, ar tai tik dar vienas guzas kelyje? Prane\u0161kite mums komentaruose!<\/em><\/p>\n<\/p><\/div>\n<p>Jei radote klaid\u0105 tekste, atsi\u0173skite prane\u0161im\u0105 autoriui pasirinkdami klaid\u0105 ir paspausdami \u201eCtrl-Enter\u201c.<\/p>\n<div>\n<p>        J\u016bs turite b\u016bti prisijung\u0119, kad pakomentuotum\u0117te.<\/p>\n<p>                <i class=\"fa icon-login\"\/>  Prisijunkite<\/p>\n<\/p><\/div>\n<p><br \/>\n<br \/><a href=\"https:\/\/techplanet.today\/post\/is-the-ai-bubble-about-to-burst-what-it-means-for-nvidia-1\">Source link <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Technikos pasaulis \u0161urmuliuoja kritiniu klausimu: Ar \u201eNvidia\u201c gali susidurti su likimu, pana\u0161iu \u012f \u201eCisco\u201c po \u201edot-com\u201c katastrofos? AI \u012franki\u0173, toki\u0173 kaip \u201eDeepseek\u201c, kilimas paskatino diskusijas apie tai, ar AI bumas yra tvarus, ar ar jis eina \u012f skai\u010diavim\u0105. Suskirstykime. &#13; Nvidijos AI aukso skub\u0117jimas &#13; Nvidia tapo AI revoliucijos stuburu. Jos galingi GPU yra didel\u0117s [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":1638,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[3],"tags":[3201,3200,134,3203,3204,1835,3202,1644,171],"class_list":["post-1637","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-technologijos","tag-burbulo","tag-deepseee","tag-ka","tag-katalizatorius","tag-nvidijai","tag-reiskia","tag-sprogimo","tag-tai","tag-yra"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/infonaujiena.lt\/index.php\/wp-json\/wp\/v2\/posts\/1637","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/infonaujiena.lt\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/infonaujiena.lt\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/infonaujiena.lt\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/infonaujiena.lt\/index.php\/wp-json\/wp\/v2\/comments?post=1637"}],"version-history":[{"count":0,"href":"https:\/\/infonaujiena.lt\/index.php\/wp-json\/wp\/v2\/posts\/1637\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/infonaujiena.lt\/index.php\/wp-json\/wp\/v2\/media\/1638"}],"wp:attachment":[{"href":"https:\/\/infonaujiena.lt\/index.php\/wp-json\/wp\/v2\/media?parent=1637"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/infonaujiena.lt\/index.php\/wp-json\/wp\/v2\/categories?post=1637"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/infonaujiena.lt\/index.php\/wp-json\/wp\/v2\/tags?post=1637"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}