{"id":18465,"date":"2023-11-28T09:51:20","date_gmt":"2023-11-28T02:51:20","guid":{"rendered":"https:\/\/www.thegioimaychu.vn\/blog\/?p=18465"},"modified":"2023-11-28T11:33:13","modified_gmt":"2023-11-28T04:33:13","slug":"don-dat-hang-may-chu-du-bao-giam-20-trong-nam-2023-ai-tiep-tuc-nong","status":"publish","type":"post","link":"https:\/\/thegioimaychu.vn\/blog\/tong-hop\/don-dat-hang-may-chu-du-bao-giam-20-trong-nam-2023-ai-tiep-tuc-nong-p18465\/","title":{"rendered":"\u0110\u01a1n \u0111\u1eb7t h\u00e0ng m\u00e1y ch\u1ee7 d\u1ef1 b\u00e1o gi\u1ea3m 20% trong n\u0103m 2023, AI ti\u1ebfp t\u1ee5c n\u00f3ng"},"content":{"rendered":"<style>.iblink{color:#975!important;}.iblink:hover{color:orange!important;}<\/style>\r\n\r\n\r\n\r\n\r\n\r\n<em>\u00cdt h\u01a1n nh\u01b0ng nhi\u1ec1u h\u01a1n<\/em> khi \u0111i\u1ec7n to\u00e1n chuy\u00ean d\u1ee5ng, \u0111\u1eb7c th\u00f9 ng\u00e0y c\u00e0ng n\u00f3ng l\u00ean.\r\n\r\n\r\n\r\n\r\n\r\nC\u00e1c \u0111\u01a1n h\u00e0ng m\u00e1y ch\u1ee7 trong n\u0103m 2023 \u0111\u01b0\u1ee3c d\u1ef1 b\u00e1o c\u00f3 th\u1ec3 gi\u1ea3m t\u1edbi 20% so v\u1edbi n\u0103m ngo\u00e1i, m\u1eb7c d\u00f9 doanh s\u1ed1 ng\u00e0y c\u00e0ng t\u0103ng.\u00a0Theo Omdia, nguy\u00ean nh\u00e2n l\u00e0 do \u0111i\u1ec7n to\u00e1n \u0111\u1eb7c th\u00f9, kh\u00f4ng \u0111\u1ed3ng nh\u1ea5t (heterogeneous computing) \u0111ang l\u00e0m t\u0103ng h\u00e0m l\u01b0\u1ee3ng silicon trong c\u00e1c h\u1ec7 th\u1ed1ng quy m\u00f4 l\u1edbn n\u00e0y.\r\n\r\n\r\n\r\n\r\n\r\nC\u00e1c trung t\u00e2m d\u1eef li\u1ec7u \u0111ang \u0111\u01b0\u1ee3c \u0111\u1ecbnh h\u00ecnh l\u1ea1i theo nhu c\u1ea7u c\u1ee7a AI.\u00a0S\u1ef1 thay \u0111\u1ed5i n\u00e0y \u0111\u00e3 d\u1eabn \u0111\u1ebfn nhu c\u1ea7u s\u1eed d\u1ee5ng s\u1ed1 l\u01b0\u1ee3ng h\u1ec7 th\u1ed1ng \u00edt h\u01a1n nh\u01b0ng c\u00f3 c\u1ea5u h\u00ecnh cao h\u01a1n v\u00e0 \u0111\u1eaft ti\u1ec1n h\u01a1n, do \u0111\u00f3 doanh s\u1ed1 v\u1eabn ti\u1ebfp t\u1ee5c t\u0103ng.\r\n\r\n\r\n\r\n\r\n\r\nTrong b\u1ea3n c\u1eadp nh\u1eadt th\u1ecb tr\u01b0\u1eddng trung t\u00e2m d\u1eef li\u1ec7u v\u00e0 \u0111\u00e1m m\u00e2y m\u1edbi nh\u1ea5t,\u00a0Omdia\u00a0d\u1ef1 b\u00e1o \u0111\u01a1n h\u00e0ng m\u00e1y ch\u1ee7 s\u1ebd gi\u1ea3m t\u1eeb 17 \u0111\u1ebfn 20% trong c\u1ea3 n\u0103m 2023, trong khi t\u1ed5ng doanh s\u1ed1 d\u1ef1 ki\u1ebfn s\u1ebd t\u0103ng t\u1eeb 6 \u0111\u1ebfn 8%.\r\n\r\n\r\n\r\n\r\n\r\nC\u00e1c nh\u00e0 nghi\u00ean c\u1ee9u th\u1ecb tr\u01b0\u1eddng \u0111\u00e3 \u0111\u1eb7t ra m\u1ed9t thu\u1eadt ng\u1eef cho xu h\u01b0\u1edbng n\u00e0y: \u0111i\u1ec7n to\u00e1n si\u00eau c\u1ea5p kh\u00f4ng \u0111\u1ed3ng nh\u1ea5t (hyper heterogeneous computing). Ho\u1eb7c \u0111\u1ec3 cho \u0111\u01a1n gi\u1ea3n, c\u00f3 th\u1ec3 g\u1ecdi l\u00e0 <em>\u0111i\u1ec7n to\u00e1n \u0111\u1eb7c th\u00f9<\/em>, <em>\u0111i\u1ec7n to\u00e1n chuy\u00ean d\u1ee5ng<\/em> (ng\u01b0\u1eddi d\u1ecbch).\u00a0T\u1ee9c l\u00e0 nh\u1eafc \u0111\u1ebfn c\u00e1c m\u00e1y ch\u1ee7 \u0111\u01b0\u1ee3c c\u1ea5u h\u00ecnh v\u1edbi c\u00e1c <em>co-processor<\/em>\u00a0hay <em>b\u1ed9 \u0111\u1ed3ng x\u1eed l\u00fd<\/em> (nh\u01b0 GPU, NPU,&#8230;) \u0111\u1ec3 t\u1ed1i \u01b0u h\u00f3a hi\u1ec7u su\u1ea5t c\u1ee7a ch\u00fang cho c\u00e1c \u1ee9ng d\u1ee5ng c\u1ee5 th\u1ec3.\r\n\r\n\r\n\r\n\r\n\r\nM\u1ed9t v\u00ed d\u1ee5 v\u1ec1 xu h\u01b0\u1edbng n\u00e0y l\u00e0 c\u00e1c m\u00e1y ch\u1ee7 c\u00f3 b\u1ed9 t\u0103ng t\u1ed1c cho AI (AI accelerator).\u00a0Omdia cho bi\u1ebft c\u1ea5u h\u00ecnh ph\u1ed5 bi\u1ebfn nh\u1ea5t \u0111\u1ec3 \u0111\u00e0o t\u1ea1o m\u00f4 h\u00ecnh ng\u00f4n ng\u1eef l\u1edbn l\u00e0 c\u00e1c h\u1ec7 th\u1ed1ng DGX\u00a0c\u1ee7a NVIDIA, \u0111\u01b0\u1ee3c c\u1ea5u h\u00ecnh v\u1edbi 8 GPU H100 ho\u1eb7c A100.\u00a0Tuy nhi\u00ean, b\u00ean c\u1ea1nh \u0111\u00f3 c\u0169ng c\u00f3 c\u00e1c m\u00e1y ch\u1ee7 n\u1eb1m tr\u00ean d\u1ecbch v\u1ee5 c\u1ee7a Amazon d\u00e0nh cho ch\u1ee9c n\u0103ng suy lu\u1eadn AI, \u0111\u01b0\u1ee3c c\u1ea5u h\u00ecnh b\u1eb1ng b\u1ed9 \u0111\u1ed3ng x\u1eed l\u00fd v\u00e0 \u0111\u01b0\u1ee3c x\u00e2y d\u1ef1ng t\u00f9y bi\u1ebfn, n\u00f3 \u0111\u01b0\u1ee3c g\u1ecdi l\u00e0 Inferentia 2.\r\n\r\n\r\n\r\n\r\n\r\n\u0110i\u1ec7n to\u00e1n chuy\u00ean d\u1ee5ng c\u0169ng c\u00f3 th\u1ec3 bao g\u1ed3m c\u00e1c h\u1ec7 th\u1ed1ng c\u00f3 c\u00e1c lo\u1ea1i co-processor kh\u00e1c, ch\u1eb3ng h\u1ea1n nh\u01b0 m\u00e1y ch\u1ee7 ph\u1ee5c v\u1ee5 cho video transcoding c\u1ee7a Google v\u1edbi 20 <em>Video Coding Unit<\/em> (VCU) \u0111\u01b0\u1ee3c x\u00e2y d\u1ef1ng t\u00f9y bi\u1ebfn.\u00a0C\u00f4ng ty m\u1eb9 Meta c\u1ee7a Facebook c\u0169ng c\u00f3 c\u00e1c gi\u1ea3i ph\u00e1p t\u01b0\u01a1ng t\u1ef1, v\u1edbi c\u00e1c m\u00e1y ch\u1ee7 x\u1eed l\u00fd video c\u00f3 12x Scalable Video Processor \u0111\u01b0\u1ee3c Meta x\u00e2y d\u1ef1ng t\u00f9y bi\u1ebfn.\r\n\r\n\r\n\r\n\r\n\r\nOmdia cho bi\u1ebft xu h\u01b0\u1edbng n\u00e0y \u0111ang \u0111\u1ea9y m\u1ea1nh h\u00e0m l\u01b0\u1ee3ng silicon trong m\u00e1y ch\u1ee7, \u0111\u1ebfn m\u1ee9c h\u1ecd k\u1ef3 v\u1ecdng CPU v\u00e0 co-processor s\u1ebd chi\u1ebfm 30% ng\u00e2n s\u00e1ch c\u1ee7a trung t\u00e2m d\u1eef li\u1ec7u v\u00e0o n\u0103m 2027, so v\u1edbi m\u1ee9c d\u01b0\u1edbi 20% trong th\u1eadp k\u1ef7 tr\u01b0\u1edbc.\r\n\r\n\r\n\r\n\r\n\r\nC\u0169ng nh\u01b0 vi\u1ec7c x\u1eed l\u00fd \u0111a ph\u01b0\u01a1ng ti\u1ec7n v\u00e0 AI, c\u00f4ng ty hy v\u1ecdng c\u00e1c t\u1ea3i x\u1eed l\u00fd nh\u01b0 database v\u00e0 web service s\u1ebd \u0111\u01b0\u1ee3c x\u1eed l\u00fd theo c\u00e1ch t\u01b0\u01a1ng t\u1ef1 trong t\u01b0\u01a1ng lai.\r\n\r\n\r\n\r\n\r\n\r\n(C\u00e1c c\u01a1 s\u1edf d\u1eef li\u1ec7u \u0111\u01b0\u1ee3c cho l\u00e0 \u0111\u00e3 c\u00f3 c\u00e1c b\u1ed9 t\u0103ng t\u1ed1c \u1edf d\u1ea1ng SSD &#8220;th\u00f4ng minh&#8221; &#8211; computational storage &#8211; c\u00f3 th\u1ec3 t\u0103ng hi\u1ec7u su\u1ea5t truy xu\u1ea5t d\u1eef li\u1ec7u d\u1ea1ng Key-Value b\u1eb1ng b\u1ed9 x\u1eed l\u00fd tr\u00ean chip).\r\n\r\n\r\n\r\n\r\n\r\nV\u1ec1 kh\u00eda c\u1ea1nh GPU, Microsoft v\u00e0 Meta \u0111ang v\u01b0\u1ee3t xa c\u00e1c c\u00f4ng ty si\u00eau quy m\u00f4 kh\u00e1c trong qu\u00e1 tr\u00ecnh tri\u1ec3n khai c\u1ee7a h\u1ecd, v\u1edbi c\u1ea3 hai c\u00f4ng ty d\u1ef1 ki\u1ebfn \u200b\u200b\u0111\u00e3 nh\u1eadn \u0111\u01b0\u1ee3c 150.000 b\u1ed9 t\u0103ng t\u1ed1c H100 c\u1ee7a NVIDIA v\u00e0o cu\u1ed1i n\u0103m nay, theo s\u1ed1 li\u1ec7u c\u1ee7a Omdia.\u00a0Con s\u1ed1 n\u00e0y nhi\u1ec1u g\u1ea5p ba l\u1ea7n so v\u1edbi Google, Amazon ho\u1eb7c Oracle.\r\n\r\n\r\n\r\n\r\n\r\n\u0110\u00e1nh gi\u00e1 theo d\u1eef li\u1ec7u c\u1ee7a Omdia, c\u00e1c nh\u00e0 cung c\u1ea5p \u0111\u00e1m m\u00e2y si\u00eau quy m\u00f4 (hyperscale cloud provider) \u0111ang t\u0103ng c\u01b0\u1eddng ngu\u1ed3n cung \u0111\u1ebfn m\u1ee9c c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t m\u00e1y ch\u1ee7 nh\u01b0 Dell, Lenovo v\u00e0 HPE \u0111ang ph\u1ea3i v\u1eadt l\u1ed9n \u0111\u1ec3 ho\u00e0n th\u00e0nh c\u00e1c \u0111\u01a1n \u0111\u1eb7t h\u00e0ng <a class=\"iblink\" href=\"\/server\/gpu-system\/\">m\u00e1y ch\u1ee7 GPU<\/a> do thi\u1ebfu s\u1ef1 ph\u00e2n b\u1ed5 t\u1eeb NVIDIA, v\u1edbi th\u1eddi gian th\u1ef1c hi\u1ec7n l\u00e0 36-52 tu\u1ea7n d\u00e0nh cho c\u00e1c m\u00e1y ch\u1ee7 \u0111\u01b0\u1ee3c c\u1ea5u h\u00ecnh b\u1eb1ng GPU H100.\r\n\r\n\r\n\r\n\r\n\r\nNh\u1eefng m\u00e1y ch\u1ee7 c\u00f3 c\u1ea5u h\u00ecnh cao n\u00e0y c\u0169ng \u0111ang th\u00fac \u0111\u1ea9y nhu c\u1ea7u v\u1ec1 h\u1ea1 t\u1ea7ng l\u00e0m m\u00e1t v\u00e0 ngu\u1ed3n \u0111i\u1ec7n cho trung t\u00e2m d\u1eef li\u1ec7u.\u00a0Trong n\u1eeda \u0111\u1ea7u n\u0103m nay, doanh thu t\u1eeb b\u1ed9 ph\u00e2n ph\u1ed1i \u0111i\u1ec7n tr\u00ean rack \u0111\u00e3 t\u0103ng 17% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m ngo\u00e1i, trong khi chi ti\u00eau cho b\u1ed9 UPS t\u0103ng 7%.\r\n\r\n\r\n\r\n\r\n\r\nTuy nhi\u00ean, l\u00e0m m\u00e1t b\u1eb1ng ch\u1ea5t l\u1ecfng m\u1edbi l\u00e0 l\u0129nh v\u1ef1c \u0111\u01b0\u1ee3c k\u1ef3 v\u1ecdng s\u1ebd c\u00f3 s\u1ef1 t\u0103ng tr\u01b0\u1edfng l\u1edbn.\u00a0D\u1ef1a tr\u00ean d\u1eef li\u1ec7u t\u1eeb OEMS, Omdia \u01b0\u1edbc t\u00ednh chi ti\u00eau cho vi\u1ec7c l\u00e0m m\u00e1t b\u1eb1ng ch\u1ea5t l\u1ecfng tr\u1ef1c ti\u1ebfp tr\u00ean chip s\u1ebd t\u0103ng 80% trong n\u0103m nay, trong khi nh\u00e0 cung c\u1ea5p si\u00eau quy m\u00f4 <a class=\"iblink\" href=\"\/supermicro\/\">Supermicro<\/a> cho bi\u1ebft h\u1ecd k\u1ef3 v\u1ecdng 20% \u200b\u200bh\u1ec7 th\u1ed1ng m\u00e0 h\u1ecd xu\u1ea5t x\u01b0\u1edfng trong Q4 s\u1ebd \u0111\u01b0\u1ee3c trang b\u1ecb l\u00e0m m\u00e1t b\u1eb1ng ch\u1ea5t l\u1ecfng.\r\n\r\n\r\n\r\n\r\n\r\nC\u00e1c module trung t\u00e2m d\u1eef li\u1ec7u ch\u1ebf t\u1ea1o s\u1eb5n \u0111ang gia t\u0103ng nh\u01b0 m\u1ed9t c\u00e1ch \u0111\u1ec3 nhanh ch\u00f3ng b\u1ed5 sung c\u00f4ng su\u1ea5t \u0111i\u1ec7n.\u00a0Omdia cho r\u1eb1ng m\u1ed9t s\u1ed1 nh\u00e0 cung c\u1ea5p \u0111\u00e3 b\u00e1o c\u00e1o nhu c\u1ea7u v\u1ec1 c\u00e1c module ch\u1ebf t\u1ea1o s\u1eb5n \u0111\u1ec3 ch\u1ee9a th\u00eam thi\u1ebft b\u1ecb \u0111\u00f3ng c\u1eaft, UPS, pin ho\u1eb7c b\u1ed9 ph\u00e2n ph\u1ed1i \u0111i\u1ec7n t\u0103ng g\u1ea5p \u0111\u00f4i.\r\n\r\n\r\n\r\n\r\n\r\nOmdia k\u1ef3 v\u1ecdng t\u1ed5ng chi ti\u00eau cho trung t\u00e2m d\u1eef li\u1ec7u s\u1ebd t\u0103ng 10% m\u1ed7i n\u0103m t\u1eeb nay \u0111\u1ebfn n\u0103m 2027, khi \u0111\u00f3 h\u1ecd d\u1ef1 \u0111o\u00e1n s\u1ebd \u0111\u1ea1t t\u1ed5ng c\u1ed9ng 468,4 t\u1ef7 USD.\r\n\r\n<em>Theo<\/em> The Register\r\n\r\n<div>____<br\/><b>B\u00e0i vi\u1ebft li\u00ean quan<\/b><\/div><ul><li><a href=\"https:\/\/thegioimaychu.vn\/blog\/?post_type=post&#038;p=18718\">AI s\u1ebd th\u00fac \u0111\u1ea9y nhu c\u1ea7u v\u1ec1 ph\u01b0\u01a1ng ti\u1ec7n l\u01b0u tr\u1eef v\u00e0o n\u0103m 2024<\/a><\/li><li><a href=\"https:\/\/thegioimaychu.vn\/blog\/?post_type=post&#038;p=18322\">AI \u0111ang \u0111\u1ecbnh h\u00ecnh l\u1ea1i h\u1ec7 th\u1ed1ng th\u1ef1c ph\u1ea9m to\u00e0n c\u1ea7u nh\u01b0 th\u1ebf n\u00e0o<\/a><\/li><\/ul>","protected":false},"excerpt":{"rendered":"<p>&Iacute;t h&#417;n nh&#432;ng nhi&#7873;u h&#417;n khi &#273;i&#7879;n to&aacute;n chuy&ecirc;n d&#7909;ng, &#273;&#7863;c th&ugrave; ng&agrave;y c&agrave;ng n&oacute;ng l&ecirc;n. C&aacute;c &#273;&#417;n h&agrave;ng m&aacute;y ch&#7911; trong n&#259;m 2023 &#273;&#432;&#7907;c d&#7921; b&aacute;o c&oacute; th&#7875; gi&#7843;m t&#7899;i 20% so v&#7899;i n&#259;m ngo&aacute;i, m&#7863;c d&ugrave; doanh s&#7889; ng&agrave;y c&agrave;ng t&#259;ng.&nbsp;Theo Omdia, nguy&ecirc;n nh&acirc;n l&agrave; do &#273;i&#7879;n to&aacute;n &#273;&#7863;c th&ugrave;, kh&ocirc;ng &#273;&#7891;ng nh&#7845;t&#8230;<\/p>\n","protected":false},"author":2,"featured_media":18469,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[1],"tags":[1207],"class_list":["post-18465","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tong-hop","tag-landscape"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>\u0110\u01a1n \u0111\u1eb7t h\u00e0ng m\u00e1y ch\u1ee7 d\u1ef1 b\u00e1o gi\u1ea3m 20% trong n\u0103m 2023, AI ti\u1ebfp t\u1ee5c n\u00f3ng - Blog | TheGioiMayChu<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/thegioimaychu.vn\/blog\/tong-hop\/don-dat-hang-may-chu-du-bao-giam-20-trong-nam-2023-ai-tiep-tuc-nong-p18465\/\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:title\" content=\"\u0110\u01a1n \u0111\u1eb7t h\u00e0ng m\u00e1y ch\u1ee7 d\u1ef1 b\u00e1o gi\u1ea3m 20% trong n\u0103m 2023, AI ti\u1ebfp t\u1ee5c n\u00f3ng - Blog | TheGioiMayChu\" \/>\n<meta name=\"twitter:description\" content=\"&Iacute;t h&#417;n nh&#432;ng nhi&#7873;u h&#417;n khi &#273;i&#7879;n to&aacute;n chuy&ecirc;n d&#7909;ng, &#273;&#7863;c th&ugrave; ng&agrave;y c&agrave;ng n&oacute;ng l&ecirc;n. 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