{"id":173855,"date":"2026-07-09T14:45:10","date_gmt":"2026-07-09T07:45:10","guid":{"rendered":"https:\/\/phongvu.vn\/cong-nghe\/?p=173855"},"modified":"2026-07-09T14:45:53","modified_gmt":"2026-07-09T07:45:53","slug":"ai-nam-quyen-cuoc-dua-ai-mo-hinh-ai-hay-ha-tang-ai","status":"publish","type":"post","link":"https:\/\/phongvu.vn\/cong-nghe\/ai-nam-quyen-cuoc-dua-ai-mo-hinh-ai-hay-ha-tang-ai\/","title":{"rendered":"Ai m\u1edbi th\u1ef1c s\u1ef1 n\u1eafm quy\u1ec1n l\u1ef1c trong cu\u1ed9c \u0111ua AI: M\u00f4 h\u00ecnh AI hay h\u1ea1 t\u1ea7ng AI?"},"content":{"rendered":"\n

Khi nh\u1eafc \u0111\u1ebfn cu\u1ed9c \u0111ua AI, nhi\u1ec1u ng\u01b0\u1eddi th\u01b0\u1eddng ngh\u0129 ngay \u0111\u1ebfn OpenAI, Google hay xAI v\u1edbi nh\u1eefng m\u00f4 h\u00ecnh ng\u00f4n ng\u1eef ng\u00e0y c\u00e0ng m\u1ea1nh m\u1ebd. Tuy nhi\u00ean, ph\u00eda sau c\u00e1c chatbot v\u00e0 m\u00f4 h\u00ecnh AI ti\u00ean ti\u1ebfn l\u00e0 cu\u1ed9c c\u1ea1nh tranh kh\u1ed1c li\u1ec7t v\u1ec1 GPU, trung t\u00e2m d\u1eef li\u1ec7u v\u00e0 h\u1ea1 t\u1ea7ng AI. V\u1eady trong k\u1ef7 nguy\u00ean AI hi\u1ec7n nay, \u0111\u00e2u m\u1edbi l\u00e0 y\u1ebfu t\u1ed1 th\u1ef1c s\u1ef1 n\u1eafm gi\u1eef quy\u1ec1n l\u1ef1c: nh\u1eefng c\u00f4ng ty ph\u00e1t tri\u1ec3n m\u00f4 h\u00ecnh AI hay h\u1ea1 t\u1ea7ng AI do c\u00e1c “\u00f4ng l\u1edbn” s\u1edf h\u1eefu? C\u00f9ng Phong V\u0169 Tech News<\/a> t\u00ecm hi\u1ec3u chi ti\u1ebft trong b\u00e0i vi\u1ebft d\u01b0\u1edbi \u0111\u00e2y nh\u00e9!<\/p>\n\n\n\n

I. M\u00f4 h\u00ecnh AI hay h\u1ea1 t\u1ea7ng AI: Cu\u1ed9c \u0111ua AI \u0111\u00e3 thay \u0111\u1ed5i nh\u01b0 th\u1ebf n\u00e0o?<\/strong><\/h2>\n\n\n\n

Cu\u1ed9c \u0111ua AI \u0111ang b\u01b0\u1edbc sang m\u1ed9t giai \u0111o\u1ea1n kh\u00e1c h\u1eb3n so v\u1edbi v\u00e0i n\u0103m tr\u01b0\u1edbc. Trong suy ngh\u0129 c\u1ee7a ph\u1ea7n l\u1edbn ng\u01b0\u1eddi d\u00f9ng, trung t\u00e2m c\u1ee7a l\u00e0n s\u00f3ng AI v\u1eabn l\u00e0 nh\u1eefng c\u00e1i t\u00ean quen thu\u1ed9c nh\u01b0 OpenAI, Anthropic hay Google DeepMind, nh\u1eefng \u0111\u01a1n v\u1ecb \u0111\u1ee9ng sau ChatGPT, Claude v\u00e0 Gemini. Nh\u01b0ng nh\u00ecn k\u1ef9 v\u00e0o c\u00e1ch ng\u00e0nh c\u00f4ng nghi\u1ec7p n\u00e0y v\u1eadn h\u00e0nh trong th\u1eddi gian g\u1ea7n \u0111\u00e2y, m\u1ed9t th\u1ef1c t\u1ebf kh\u00e1c d\u1ea7n l\u1ed9 di\u1ec7n GPU, trung t\u00e2m d\u1eef li\u1ec7u v\u00e0 h\u1ea1 t\u1ea7ng AI m\u1edbi l\u00e0 th\u1ee9 \u0111ang tr\u1edf n\u00ean khan hi\u1ebfm v\u00e0 \u0111\u1eaft gi\u00e1 nh\u1ea5t.<\/p>\n\n\n\n

C\u00e2u h\u1ecfi \u0111\u1eb7t ra kh\u00f4ng c\u00f2n \u0111\u01a1n gi\u1ea3n l\u00e0 “m\u00f4 h\u00ecnh AI n\u00e0o th\u00f4ng minh nh\u1ea5t”, m\u00e0 ai m\u1edbi th\u1ef1c s\u1ef1 ki\u1ec3m so\u00e1t cu\u1ed9c \u0111ua AI hi\u1ec7n nay l\u00e0 ng\u01b0\u1eddi t\u1ea1o ra m\u00f4 h\u00ecnh, hay ng\u01b0\u1eddi n\u1eafm trong tay n\u0103ng l\u1ef1c t\u00ednh to\u00e1n \u0111\u1ec3 v\u1eadn h\u00e0nh m\u00f4 h\u00ecnh \u0111\u00f3?<\/p>\n\n\n\n

\"Ai
Ai m\u1edbi th\u1ef1c s\u1ef1 n\u1eafm quy\u1ec1n l\u1ef1c trong cu\u1ed9c \u0111ua AI: M\u00f4 h\u00ecnh AI hay h\u1ea1 t\u1ea7ng AI? (Ngu\u1ed3n: Internet)<\/figcaption><\/figure>\n\n\n\n

1. Giai \u0111o\u1ea1n \u0111\u1ea7u: Cu\u1ed9c \u0111ua v\u1ec1 m\u00f4 h\u00ecnh AI<\/strong><\/h3>\n\n\n\n

\u1ede giai \u0111o\u1ea1n kh\u1edfi \u0111\u1ed9ng c\u1ee7a l\u00e0n s\u00f3ng AI t\u1ea1o sinh, t\u00e2m \u0111i\u1ec3m ch\u00fa \u00fd g\u1ea7n nh\u01b0 d\u1ed3n h\u1ebft v\u00e0o b\u1ea3n th\u00e2n c\u00e1c m\u00f4 h\u00ecnh ng\u00f4n ng\u1eef l\u1edbn. GPT, Gemini, Claude, Llama hay DeepSeek li\u00ean t\u1ee5c c\u1ea1nh tranh nhau v\u1ec1 \u0111i\u1ec3m s\u1ed1 benchmark<\/strong>, kh\u1ea3 n\u0103ng suy lu\u1eadn (reasoning)<\/strong>, n\u0103ng l\u1ef1c l\u1eadp tr\u00ecnh (coding)<\/strong> v\u00e0 kh\u1ea3 n\u0103ng x\u1eed l\u00fd \u0111a ph\u01b0\u01a1ng th\u1ee9c (multimodal)<\/strong> t\u1eeb v\u0103n b\u1ea3n, h\u00ecnh \u1ea3nh \u0111\u1ebfn \u00e2m thanh.<\/p>\n\n\n\n

Truy\u1ec1n th\u00f4ng c\u00f4ng ngh\u1ec7 khi \u0111\u00f3 t\u1eadp trung so s\u00e1nh m\u00f4 h\u00ecnh n\u00e0y th\u00f4ng minh h\u01a1n m\u00f4 h\u00ecnh kia bao nhi\u00eau ph\u1ea7n tr\u0103m, ai d\u1eabn \u0111\u1ea7u b\u1ea3ng x\u1ebfp h\u1ea1ng n\u00e0o. \u0110\u00e2y l\u00e0 giai \u0111o\u1ea1n m\u00e0 “b\u1ed9 n\u00e3o” c\u1ee7a AI \u0111\u01b0\u1ee3c xem l\u00e0 t\u00e0i s\u1ea3n qu\u00fd gi\u00e1 nh\u1ea5t.<\/p>\n\n\n\n

2. Giai \u0111o\u1ea1n hi\u1ec7n nay: Cu\u1ed9c \u0111ua chuy\u1ec3n sang h\u1ea1 t\u1ea7ng AI<\/strong><\/h3>\n\n\n\n

C\u00e0ng v\u1ec1 sau, tr\u1ecdng t\u00e2m cu\u1ed9c \u0111ua c\u00e0ng d\u1ecbch chuy\u1ec3n kh\u1ecfi ri\u00eang m\u00f4 h\u00ecnh. Vi\u1ec7c hu\u1ea5n luy\u1ec7n v\u00e0 v\u1eadn h\u00e0nh c\u00e1c h\u1ec7 th\u1ed1ng AI quy m\u00f4 l\u1edbn \u0111\u00f2i h\u1ecfi l\u01b0\u1ee3ng GPU kh\u1ed5ng l\u1ed3, nh\u1eefng AI Factory<\/strong> (nh\u00e0 m\u00e1y AI) chuy\u00ean bi\u1ec7t, h\u1ec7 th\u1ed1ng AI Cloud<\/strong>, trung t\u00e2m d\u1eef li\u1ec7u (Data Center)<\/strong> v\u00e0 h\u1ea1 t\u1ea7ng networking<\/strong> t\u1ed1c \u0111\u1ed9 cao \u0111\u1ec3 k\u1ebft n\u1ed1i h\u00e0ng ch\u1ee5c ngh\u00ecn chip x\u1eed l\u00fd c\u00f9ng l\u00fac.<\/p>\n\n\n\n

N\u00f3i c\u00e1ch kh\u00e1c, m\u00f4 h\u00ecnh AI d\u00f9 th\u00f4ng minh \u0111\u1ebfn \u0111\u00e2u c\u0169ng kh\u00f4ng th\u1ec3 ch\u1ea1y n\u1ebfu thi\u1ebfu n\u0103ng l\u1ef1c t\u00ednh to\u00e1n \u0111\u1ee9ng sau. H\u1ea1 t\u1ea7ng t\u00ednh to\u00e1n, v\u00ec v\u1eady, \u0111\u00e3 tr\u1edf th\u00e0nh n\u00fat th\u1eaft c\u1ed5 chai<\/strong> th\u1eadt s\u1ef1 c\u1ee7a ng\u00e0nh AI hi\u1ec7n \u0111\u1ea1i, n\u01a1i ai ki\u1ec3m so\u00e1t \u0111\u01b0\u1ee3c ngu\u1ed3n cung, ng\u01b0\u1eddi \u0111\u00f3 n\u1eafm l\u1ee3i th\u1ebf.<\/p>\n\n\n\n

II. Ng\u01b0\u1eddi l\u00e0m m\u00f4 h\u00ecnh AI \u0111ang s\u1edf h\u1eefu nh\u1eefng l\u1ee3i th\u1ebf g\u00ec?<\/strong><\/h2>\n\n\n\n

C\u00e1c c\u00f4ng ty ph\u00e1t tri\u1ec3n m\u00f4 h\u00ecnh AI v\u1eabn gi\u1eef vai tr\u00f2 trung t\u00e2m trong vi\u1ec7c \u0111\u1ecbnh h\u00ecnh tr\u1ea3i nghi\u1ec7m AI m\u00e0 ng\u01b0\u1eddi d\u00f9ng ti\u1ebfp x\u00fac h\u00e0ng ng\u00e0y. OpenAI \u0111\u1ee9ng sau GPT, ChatGPT v\u00e0 Codex, Anthropic ph\u00e1t tri\u1ec3n d\u00f2ng m\u00f4 h\u00ecnh Claude, Google s\u1edf h\u1eefu Gemini, xAI v\u1eadn h\u00e0nh Grok, c\u00f2n Meta theo \u0111u\u1ed5i h\u01b0\u1edbng \u0111i m\u00e3 ngu\u1ed3n m\u1edf v\u1edbi Llama.<\/p>\n\n\n\n

L\u1ee3i th\u1ebf l\u1edbn nh\u1ea5t c\u1ee7a nh\u00f3m n\u00e0y n\u1eb1m \u1edf ba y\u1ebfu t\u1ed1: thu\u1eadt to\u00e1n<\/strong> hu\u1ea5n luy\u1ec7n \u0111\u1ed9c quy\u1ec1n, kho d\u1eef li\u1ec7u<\/strong> kh\u1ed5ng l\u1ed3 \u0111\u1ec3 tinh ch\u1ec9nh m\u00f4 h\u00ecnh, v\u00e0 kh\u1ea3 n\u0103ng thi\u1ebft k\u1ebf tr\u1ea3i nghi\u1ec7m ng\u01b0\u1eddi d\u00f9ng<\/strong> li\u1ec1n m\u1ea1ch,  th\u1ee9 quy\u1ebft \u0111\u1ecbnh ng\u01b0\u1eddi d\u00f9ng c\u00f3 g\u1eafn b\u00f3 v\u1edbi s\u1ea3n ph\u1ea9m hay kh\u00f4ng.<\/p>\n\n\n\n

Tuy v\u1eady, nh\u00f3m n\u00e0y c\u0169ng \u0111\u1ed1i m\u1eb7t v\u1edbi m\u1ed9t \u0111i\u1ec3m y\u1ebfu mang t\u00ednh c\u1ea5u tr\u00fac h\u1ecd ph\u1ee5 thu\u1ed9c g\u1ea7n nh\u01b0 ho\u00e0n to\u00e0n v\u00e0o GPU<\/strong> c\u1ee7a b\u00ean th\u1ee9 ba \u0111\u1ec3 hu\u1ea5n luy\u1ec7n m\u00f4 h\u00ecnh, \u0111\u1ed3ng th\u1eddi ph\u1ea3i g\u00e1nh chi ph\u00ed suy lu\u1eadn (inference)<\/strong> c\u1ef1c l\u1edbn m\u1ed7i khi h\u00e0ng tri\u1ec7u ng\u01b0\u1eddi d\u00f9ng g\u1eedi y\u00eau c\u1ea7u c\u00f9ng l\u00fac. N\u00f3i \u0111\u01a1n gi\u1ea3n, c\u00e0ng nhi\u1ec1u ng\u01b0\u1eddi d\u00f9ng, chi ph\u00ed v\u1eadn h\u00e0nh c\u00e0ng ph\u00ecnh to v\u00e0 kho\u1ea3n chi n\u00e0y ch\u1ea3y th\u1eb3ng v\u00e0o t\u00fai nh\u1eefng \u0111\u01a1n v\u1ecb cung c\u1ea5p h\u1ea1 t\u1ea7ng.<\/p>\n\n\n\n

\"Ng\u01b0\u1eddi
Ng\u01b0\u1eddi l\u00e0m m\u00f4 h\u00ecnh AI \u0111ang s\u1edf h\u1eefu nh\u1eefng l\u1ee3i th\u1ebf g\u00ec? (Ngu\u1ed3n: Internet)<\/figcaption><\/figure>\n\n\n\n

III. V\u00ec sao h\u1ea1 t\u1ea7ng AI m\u1edbi l\u00e0 “quy\u1ec1n l\u1ef1c c\u1ee9ng” c\u1ee7a AI?<\/strong><\/h2>\n\n\n\n

N\u1ebfu m\u00f4 h\u00ecnh AI l\u00e0 b\u1ed9 n\u00e3o, th\u00ec h\u1ea1 t\u1ea7ng t\u00ednh to\u00e1n ch\u00ednh l\u00e0 h\u1ec7 th\u1ea7n kinh v\u00e0 c\u01a1 b\u1eafp gi\u00fap b\u1ed9 n\u00e3o \u0111\u00f3 v\u1eadn h\u00e0nh \u1edf quy m\u00f4 th\u1ef1c t\u1ebf. 3 l\u1edbp h\u1ea1 t\u1ea7ng quan tr\u1ecdng nh\u1ea5t bao g\u1ed3m:<\/p>\n\n\n\n

L\u1edbp h\u1ea1 t\u1ea7ng<\/strong><\/td>Th\u00e0nh ph\u1ea7n ti\u00eau bi\u1ec3u<\/strong><\/td>Vai tr\u00f2<\/strong><\/td><\/tr>
Chip x\u1eed l\u00fd AI<\/td>NVIDIA Blackwell, AMD Instinct, TPU c\u1ee7a Google<\/td>Th\u1ef1c hi\u1ec7n c\u00e1c ph\u00e9p t\u00ednh hu\u1ea5n luy\u1ec7n v\u00e0 suy lu\u1eadn m\u00f4 h\u00ecnh<\/td><\/tr>
Trung t\u00e2m d\u1eef li\u1ec7u<\/td>H\u1ec7 th\u1ed1ng l\u00e0m m\u00e1t, m\u1ea1ng InfiniBand, h\u1ea1 t\u1ea7ng ti\u00eau th\u1ee5 \u0111i\u1ec7n quy m\u00f4 l\u1edbn<\/td>\u0110\u1ea3m b\u1ea3o h\u00e0ng ch\u1ee5c ngh\u00ecn chip ho\u1ea1t \u0111\u1ed9ng \u1ed5n \u0111\u1ecbnh, li\u00ean t\u1ee5c<\/td><\/tr>
\u0110\u00e1m m\u00e2y AI<\/td>Microsoft Azure, Amazon AWS, Google Cloud, Oracle Cloud<\/td>Cho thu\u00ea n\u0103ng l\u1ef1c t\u00ednh to\u00e1n theo nhu c\u1ea7u, kh\u00f4ng c\u1ea7n t\u1ef1 x\u00e2y trung t\u00e2m d\u1eef li\u1ec7u<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

Ch\u00ednh 3 l\u1edbp h\u1ea1 t\u1ea7ng n\u00e0y quy\u1ebft \u0111\u1ecbnh m\u1ed9t m\u00f4 h\u00ecnh AI c\u00f3 th\u1ec3 \u0111\u01b0\u1ee3c hu\u1ea5n luy\u1ec7n v\u1edbi quy m\u00f4 tham s\u1ed1 l\u1edbn t\u1edbi \u0111\u00e2u, v\u00e0 \u0111\u01b0\u1ee3c tri\u1ec3n khai ph\u1ee5c v\u1ee5 bao nhi\u00eau ng\u01b0\u1eddi d\u00f9ng c\u00f9ng l\u00fac m\u00e0 kh\u00f4ng ngh\u1ebdn m\u1ea1ng hay ch\u1eadm ph\u1ea3n h\u1ed3i. Thi\u1ebfu \u0111i l\u1edbp n\u1ec1n n\u00e0y, m\u1ecdi \u0111\u1ed9t ph\u00e1 v\u1ec1 thu\u1eadt to\u00e1n \u0111\u1ec1u ch\u1ec9 n\u1eb1m tr\u00ean gi\u1ea5y.<\/p>\n\n\n\n

\"V\u00ec
V\u00ec sao h\u1ea1 t\u1ea7ng AI m\u1edbi l\u00e0 “quy\u1ec1n l\u1ef1c c\u1ee9ng” c\u1ee7a AI? (Ngu\u1ed3n: Internet)<\/figcaption><\/figure>\n\n\n\n

IV. NVIDIA \u0111ang h\u01b0\u1edfng l\u1ee3i l\u1edbn nh\u1ea5t t\u1eeb l\u00e0n s\u00f3ng AI?<\/strong><\/h2>\n\n\n\n

Trong to\u00e0n b\u1ed9 chu\u1ed7i gi\u00e1 tr\u1ecb AI, NVIDIA hi\u1ec7n gi\u1eef v\u1ecb tr\u00ed g\u1ea7n nh\u01b0 kh\u00f4ng th\u1ec3 thay th\u1ebf. H\u00e3ng b\u00e1n GPU cho h\u1ea7u h\u1ebft m\u1ecdi c\u00f4ng ty \u0111ang ph\u00e1t tri\u1ec3n AI t\u1eeb OpenAI, Anthropic, Google, Meta cho t\u1edbi c\u00e1c cloud provider l\u1edbn nh\u1ea5t th\u1ebf gi\u1edbi. B\u00ean c\u1ea1nh ph\u1ea7n c\u1ee9ng, h\u1ec7 sinh th\u00e1i ph\u1ea7n m\u1ec1m \u0111i k\u00e8m nh\u01b0 CUDA<\/strong> (n\u1ec1n t\u1ea3ng l\u1eadp tr\u00ecnh song song), NVLink<\/strong> (c\u00f4ng ngh\u1ec7 k\u1ebft n\u1ed1i b\u0103ng th\u00f4ng cao gi\u1eefa c\u00e1c GPU) v\u00e0 h\u1ec7 th\u1ed1ng m\u00e1y ch\u1ee7 DGX<\/strong> c\u00e0ng khi\u1ebfn c\u00e1c c\u00f4ng ty AI kh\u00f3 chuy\u1ec3n sang nh\u00e0 cung c\u1ea5p kh\u00e1c.<\/p>\n\n\n\n

V\u1ecb th\u1ebf n\u00e0y khi\u1ebfn gi\u1edbi c\u00f4ng ngh\u1ec7 v\u00ed von NVIDIA nh\u01b0 “ng\u01b0\u1eddi b\u00e1n cu\u1ed1c x\u1ebbng trong c\u01a1n s\u1ed1t \u0111\u00e0o v\u00e0ng AI”<\/strong> d\u00f9 ai \u0111\u00e0o \u0111\u01b0\u1ee3c v\u00e0ng hay kh\u00f4ng, ng\u01b0\u1eddi b\u00e1n c\u00f4ng c\u1ee5 \u0111\u00e0o v\u1eabn thu l\u1ee3i \u0111\u1ec1u \u0111\u1eb7n. C\u00e0ng nhi\u1ec1u c\u00f4ng ty lao v\u00e0o cu\u1ed9c \u0111ua x\u00e2y d\u1ef1ng m\u00f4 h\u00ecnh AI, nhu c\u1ea7u GPU c\u1ee7a NVIDIA c\u00e0ng t\u0103ng, b\u1ea5t k\u1ec3 m\u00f4 h\u00ecnh n\u00e0o cu\u1ed1i c\u00f9ng s\u1ebd chi\u1ebfn th\u1eafng.<\/p>\n\n\n\n

V. C\u00e1c h\u00e3ng cloud \u0111ang tr\u1edf th\u00e0nh “\u00f4ng ch\u1ee7” c\u1ee7a AI<\/strong><\/h2>\n\n\n\n

B\u00ean c\u1ea1nh nh\u00e0 s\u1ea3n xu\u1ea5t chip, c\u00e1c n\u1ec1n t\u1ea3ng \u0111\u00e1m m\u00e2y l\u1edbn c\u0169ng \u0111ang \u00e2m th\u1ea7m n\u1eafm quy\u1ec1n chi ph\u1ed1i. Microsoft Azure l\u00e0 h\u1ea1 t\u1ea7ng \u0111\u1ee9ng sau OpenAI. Amazon AWS \u0111\u1ea7u t\u01b0 m\u1ea1nh v\u00e0 cung c\u1ea5p compute cho Anthropic. Google Cloud v\u1eeba v\u1eadn h\u00e0nh Gemini v\u1eeba ph\u00e1t tri\u1ec3n chip TPU ri\u00eang \u0111\u1ec3 gi\u1ea3m ph\u1ee5 thu\u1ed9c v\u00e0o GPU b\u00ean ngo\u00e0i. Oracle Cloud c\u0169ng tham gia s\u00e2u v\u00e0o c\u00e1c d\u1ef1 \u00e1n h\u1ea1 t\u1ea7ng quy m\u00f4 l\u1edbn nh\u01b0 Stargate, ph\u1ee5c v\u1ee5 nhu c\u1ea7u t\u00ednh to\u00e1n c\u1ee7a OpenAI.<\/p>\n\n\n\n

Vai tr\u00f2 c\u1ee7a nh\u00f3m n\u00e0y kh\u00f4ng ch\u1ec9 d\u1eebng \u1edf vi\u1ec7c cho thu\u00ea server. H\u1ecd cung c\u1ea5p to\u00e0n b\u1ed9 n\u0103ng l\u1ef1c t\u00ednh to\u00e1n, l\u01b0u tr\u1eef d\u1eef li\u1ec7u v\u00e0 h\u1ea1 t\u1ea7ng m\u1ea1ng<\/strong>, nh\u1eefng y\u1ebfu t\u1ed1 quy\u1ebft \u0111\u1ecbnh m\u1ed9t c\u00f4ng ty AI c\u00f3 th\u1ec3 m\u1edf r\u1ed9ng nhanh hay ch\u1eadm. Khi m\u1ed9t c\u00f4ng ty m\u00f4 h\u00ecnh AI k\u00fd h\u1ee3p \u0111\u1ed3ng compute tr\u1ecb gi\u00e1 h\u00e0ng t\u1ef7 \u0111\u00f4 la v\u1edbi m\u1ed9t nh\u00e0 cung c\u1ea5p cloud, m\u1ed1i quan h\u1ec7 ph\u1ee5 thu\u1ed9c l\u1eabn nhau gi\u1eefa hai b\u00ean tr\u1edf n\u00ean ch\u1eb7t ch\u1ebd h\u01a1n b\u1ea5t k\u1ef3 th\u1ecfa thu\u1eadn c\u00f4ng ngh\u1ec7 n\u00e0o tr\u01b0\u1edbc \u0111\u00e2y.<\/p>\n\n\n\n

VI. C\u00f3 ph\u1ea3i m\u00f4 h\u00ecnh AI s\u1ebd m\u1ea5t gi\u00e1 tr\u1ecb?<\/strong><\/h2>\n\n\n\n

Kh\u00f4ng.<\/strong> M\u00f4 h\u00ecnh AI v\u1eabn gi\u1eef vai tr\u00f2 then ch\u1ed1t trong vi\u1ec7c t\u1ea1o ra gi\u00e1 tr\u1ecb th\u1ef1c t\u1ebf t\u1eadp trung v\u00e0o tr\u1ea3i nghi\u1ec7m ng\u01b0\u1eddi d\u00f9ng, s\u1ea3n ph\u1ea9m \u1ee9ng d\u1ee5ng c\u1ee5 th\u1ec3 v\u00e0 doanh thu t\u1eeb c\u00e1c g\u00f3i d\u1ecbch v\u1ee5. Ng\u01b0\u1eddi d\u00f9ng ch\u1ecdn ChatGPT hay Claude kh\u00f4ng ph\u1ea3i v\u00ec bi\u1ebft ai cung c\u1ea5p GPU ph\u00eda sau, m\u00e0 v\u00ec tr\u1ea3i nghi\u1ec7m s\u1eed d\u1ee5ng, \u0111\u1ed9 ch\u00ednh x\u00e1c c\u1ee7a c\u00e2u tr\u1ea3 l\u1eddi v\u00e0 t\u00ednh n\u0103ng \u0111i k\u00e8m.<\/p>\n\n\n\n

Tuy nhi\u00ean, c\u00f3 m\u1ed9t gi\u1edbi h\u1ea1n kh\u00f4ng th\u1ec3 v\u01b0\u1ee3t qua \u0111\u00f3 l\u00e0 kh\u00f4ng c\u00f3 h\u1ea1 t\u1ea7ng, m\u00f4 h\u00ecnh kh\u00f4ng th\u1ec3 m\u1edf r\u1ed9ng. M\u1ed9t m\u00f4 h\u00ecnh AI xu\u1ea5t s\u1eafc nh\u01b0ng thi\u1ebfu n\u0103ng l\u1ef1c t\u00ednh to\u00e1n \u0111\u1ec3 ph\u1ee5c v\u1ee5 h\u00e0ng ch\u1ee5c tri\u1ec7u ng\u01b0\u1eddi d\u00f9ng c\u00f9ng l\u00fac s\u1ebd nhanh ch\u00f3ng b\u1ecb b\u1ecf l\u1ea1i ph\u00eda sau b\u1edfi \u0111\u1ed1i th\u1ee7 c\u00f3 h\u1ea1 t\u1ea7ng \u1ed5n \u0111\u1ecbnh h\u01a1n. Gi\u00e1 tr\u1ecb c\u1ee7a m\u00f4 h\u00ecnh v\u00e0 gi\u00e1 tr\u1ecb c\u1ee7a h\u1ea1 t\u1ea7ng, v\u00ec v\u1eady, kh\u00f4ng lo\u1ea1i tr\u1eeb nhau m\u00e0 b\u1ed5 sung cho nhau.<\/p>\n\n\n\n

\"T\u1ea7m
T\u1ea7m quan tr\u1ecdng c\u1ee7a m\u00f4 h\u00ecnh AI trong cu\u1ed9c s\u1ed1ng h\u00e0ng ng\u00e0y (Ngu\u1ed3n: Internet)<\/figcaption><\/figure>\n\n\n\n

VII. Cu\u1ed9c \u0111ua AI s\u1ebd chuy\u1ec3n sang c\u1ea1nh tranh v\u1ec1 n\u0103ng l\u01b0\u1ee3ng<\/strong><\/h2>\n\n\n\n

Khi s\u1ed1 l\u01b0\u1ee3ng GPU v\u00e0 trung t\u00e2m d\u1eef li\u1ec7u ti\u1ebfp t\u1ee5c nh\u00e2n r\u1ed9ng, m\u1ed9t gi\u1edbi h\u1ea1n m\u1edbi \u0111ang d\u1ea7n l\u1ed9 di\u1ec7n ngu\u1ed3n \u0111i\u1ec7n. Vi\u1ec7c v\u1eadn h\u00e0nh h\u00e0ng tr\u0103m ngh\u00ecn chip x\u1eed l\u00fd AI c\u00f9ng l\u00fac \u0111\u00f2i h\u1ecfi l\u01b0\u1ee3ng \u0111i\u1ec7n n\u0103ng kh\u1ed5ng l\u1ed3, k\u00e9o theo \u00e1p l\u1ef1c l\u00ean chu\u1ed7i cung \u1ee9ng b\u00e1n d\u1eabn, k\u1ebf ho\u1ea1ch x\u00e2y d\u1ef1ng nh\u00e0 m\u00e1y AI m\u1edbi v\u00e0 c\u1ea3 chi\u1ebfn l\u01b0\u1ee3c n\u0103ng l\u01b0\u1ee3ng d\u00e0i h\u1ea1n c\u1ee7a nhi\u1ec1u qu\u1ed1c gia.<\/p>\n\n\n\n

Nhi\u1ec1u chuy\u00ean gia trong ng\u00e0nh d\u1ef1 b\u00e1o \u0111\u00e2y s\u1ebd l\u00e0 m\u1eb7t tr\u1eadn c\u1ea1nh tranh l\u1edbn ti\u1ebfp theo c\u00f4ng ty n\u00e0o ti\u1ebfp c\u1eadn \u0111\u01b0\u1ee3c ngu\u1ed3n \u0111i\u1ec7n \u1ed5n \u0111\u1ecbnh, gi\u00e1 h\u1ee3p l\u00fd v\u00e0 \u0111\u1ee7 quy m\u00f4, c\u00f4ng ty \u0111\u00f3 m\u1edbi c\u00f3 th\u1ec3 ti\u1ebfp t\u1ee5c m\u1edf r\u1ed9ng n\u0103ng l\u1ef1c t\u00ednh to\u00e1n AI trong d\u00e0i h\u1ea1n. N\u00f3i c\u00e1ch kh\u00e1c, sau cu\u1ed9c \u0111ua gi\u00e0nh GPU, ng\u00e0nh c\u00f4ng nghi\u1ec7p AI \u0111ang ti\u1ebfn t\u1edbi cu\u1ed9c \u0111ua gi\u00e0nh n\u0103ng l\u01b0\u1ee3ng.<\/p>\n\n\n\n

VIII. Ng\u01b0\u1eddi chi\u1ebfn th\u1eafng cu\u1ed1i c\u00f9ng s\u1ebd l\u00e0 ai?<\/strong><\/h2>\n\n\n\n

Nh\u00ecn t\u1ed5ng th\u1ec3, s\u1ebd kh\u00f4ng h\u1ee3p l\u00fd n\u1ebfu ch\u1ec9 ch\u1ecdn ra m\u1ed9t c\u00e1i t\u00ean duy nh\u1ea5t kh\u00f4ng ph\u1ea3i ri\u00eang OpenAI, c\u0169ng kh\u00f4ng ph\u1ea3i ri\u00eang NVIDIA l\u00e0 ng\u01b0\u1eddi chi\u1ebfn th\u1eafng tuy\u1ec7t \u0111\u1ed1i c\u1ee7a cu\u1ed9c \u0111ua AI. Th\u1ef1c t\u1ebf cho th\u1ea5y quy\u1ec1n l\u1ef1c \u0111ang ph\u00e2n b\u1ed5 trong m\u1ed9t h\u1ec7 sinh th\u00e1i k\u1ebft h\u1ee3p<\/strong>, bao g\u1ed3m:<\/p>\n\n\n\n