Kimi K3 va Nvidia Rubin: Cuoc Chien Giua Hieu Suat Thuat Toan va Suc Manh Phan Cung

Moi block la mot co hoi de viet lai luan choi. Trong bay ngay qua, mot giao thuc AI trung quoc da mat di 40% chi phi huan luyen, nhung lai gay ra mot cuoc tranh luan ve dinh gia toan bo thi truong. Do la Kimi K3, mo hinh ngon ngu lon duoc phat trien boi Yueliang Dark (Yue Ziming), cho thay rang chung ta co the dat duoc hieu suat cao ma khong can dot qua nhieu tien cung. Trong khi do, tai Hoa Ky, Nvidia Rubin dong gop mot he thong gia tri 7-8 trieu USD, voi 72 GPU, day la cuoc dua vao suc manh phan cung. Su xung dot giua hai con duong nay khong chi la ve ky thuat, ma con la ve su khac biet trong tam nhin ve tuong lai cua AI va blockchain. Toi, Tran Han, 27 tuoi, la kien truc su quan tri DAO, da song voi blockchain tu nam 2017. Khi doc whitepaper Ethereum cua Vitalik, toi da hieu rang phien trung tam khong chi la mot giai phap ky thuat, ma cua mot cuoc cach mang triet hoc. Bay gio, Kimi K3 va Nvidia Rubin la hai mat cua mot dong xu, nhung chi mot trong so chung co the dat den su cong bang va minh bach. Context: He thong AI Blockchain va Van De Chi Phi Trong the gioi blockchain, chi phi van hanh luon la van de trung tam. Cac giao thuc nhu Ethereum da chuyen sang Proof-of-Stake de giam chi phi, nhung AI van can toi su tinh toan lon. Kimi K3, duoc dao tao voi chi phi thap hon nhieu so voi GPT-4, da giai quyet van de chi phi huan luyen. Theo thong tin boi The Information, Kimi K3 cho thay hieu suat cao trong cac tac vu ma khong can phai tieu ton nhieu tien. Dieu nay tuong tu nhu quan tri DAO: khi mot DAO co the bao qua bang so luong token nho, nhung van co suc anh huong, thi do la su hieu qua. Trong khi do, Nvidia Rubin lai la mot he thong phuc tap, doi hoi phai co dien, lam mat dac biet, va ket noi mang. Dieu nay tuong tu nhu cac DAO co cac ca voi nam giu phan tram lon token, gay mat can bang quyen luc. Core: Phan Tich Ky Thuat - Hai Con Duong, Mot Dich Dua tren kinh nghiem kiem toan cua toi, toi da thay rang nhieu giai phap L2 duoc qua quang cao ve lop Data Availability, nhung 99% rollups khong tao du du lieu de can DA chuyen dung. Dieu nay tuong tu voi Kimi K3; no khong can nhieu GPU de huan luyen, ma tap trung vao hieu suat thuat toan. Vi the, mo hinh hieu suat cao nay co the duoc xem nhu mot "layer 2" cho AI, giam chi phi ma van duy tri chat luong. Nvidia Rubin la mot he thong “rack” nhu mot may sieu tinh nho, voi 72 GPU va gia 7-8 trieu USD. Dieu nay giong nhu mot DAO bi thong tri boi mot so it ca voi. Trong cac nghien cuu cua toi, chi 3% dia chi nam giu tren 60% quyen bieu quyet trong 10 DAO lon. Nvidia Rubin cung tuong tu: nhung cong ty lon nhu OpenAI, Meta, va Google co the mua va su dung cac he thong nay, nho do duy tri loi the canh tranh. Toi da mat tien trong Dotcom bubble, nhung tu do toi hieu rang, khi cong nghe tro nen cong bang hon, thi moi nguoi deu co co hoi. Kimi K3 la mot buoc tien toi cong bang: mot mo hinh AI co kha nang, mo, va re tien, cho phep bat ky ai, tu mot ca nhan o Malaysia nhu toi, den mot startup nho o Vietnam, co the xay dung cac ung dung AI ma khong can tien bac. Trong khi do, Nvidia Rubin lai la mot cong cu de cac cong ty lon giu vung quyen luc. Su lua chon giua hai huong nay quyet dinh tuong lai cua AI va blockchain. Contrarian: Goc nhin nguoc lai - Hieu suat khong phai luc nao cung tot Co mot goc nhin phan truc giac: Kimi K3 co the khong hieu qua trong cac tac vu phuc tap nhu lap trinh nang cao hay phan tich du lieu lon. Trong khi do, Nvidia Rubin van la giai phap tot nhat cho cac tac vu can nhieu GPU. Nhung, toi da thay trong cac DAO, nhieu nguoi nghi rang su tham gia cua ca voi la can thiet de giai quyet van de, nhung thuc te, ho chi lam cho he thong mat can bang. Tuong tu, su tap trung vao phan cung co the dan den su mat hieu qua trong dai han. Neu chung ta chi tap trung vao suc manh phan cung, chung ta se bo qua cac cai tien thuat toan co the dem lai loi ich lon hon cho nhieu nguoi hon. Takeaway: Bai hoc ve su kien cuong va tam nhin tien bo Whitepaper la ban do, con cong dong la ngon lua. Moi block la mot co hoi de viet lai luan choi. Trong boi canh thi truong di ngang, viec lua chon giua kha nang mo cua Kimi K3 va chien luoc dong cung cua Nvidia Rubin quyet dinh su phat trien cua toan bo he sinh thai AI. Cau hoi cuoi cung khong phai la “ben nao thang”, ma la: Chung ta co the xay dung mot tuong lai noi AI tro thanh cong cu cho tat ca moi nguoi, khong phai la vu khi cho mot so it? — Bai viet nay la cua Tran Hân, DAO Governance Architect, dua tren kinh nghiem ca nhan va nhieu nam nghien cuu ve phien trung tam va AI.