Nhanganyaya

Muna 2025, kuwedzera kukuru kwekudyara mari muzvivakwa zvedata zvakanangana neAI hakukanganisike. Kubva pamabhiriyoni emari yakavimbiswa nemakambani makuru etekinoroji kusvika kumari dzinotsigira zvakasimba zvivakwa zvitsva, hupfumi hwedhijitari hwepasi rose huri kupinda mune zvinganzi "AI computing arm-race." Pazasi, tinoongorora zvinhu zvikuru zviri kuita kuti makambani aderedze mabhiriyoni muAI-data-centres, shanduko dzekuvaka nekushanda dzinotsigira shanduko iyi, kuti mamodheru ebhizinesi ari kuchinja sei, uye kuti njodzi nemhedzisiro yeramangwana ndezvipi kumasangano akaita seako (ane kufarira kwakadzama muzvivakwa, kuenzanisa, kuverenga kubva pakurodha, nezvimwewo).

Kukura kwekudyara

Kuti unzwisise zviri kuitika, heano mamwe mapoinzi edata anomiririra:

• Microsoft inoronga mari inosvika US$80 bhiriyoni mugore remari ra2025 kuvaka nzvimbo dzedata dzinoshandisa AI, kunyanya muUnited States. Reuters

• Kukura kwekudyara kwedata-centre yepasi rose kwakabatana neAI kunofungidzirwa mumatriyoni: imwe nyaya yakataura kuti "kuwedzera kwemari yeAI-centre yedata" kuri kuitika. The Guardian

• Zvichienderana neongororo ya2025 yevaya vanoisa mari munzvimbo dzedata, makambani akadai seBlackstone, Bain Capital, nemamwe aishanda nesimba mukuisa mari munzvimbo dzakakura dzehyperscale uye GPU-rich. STL Partners

Nhamba idzi dzinoratidza kuti uku hakusi kukura kwakawedzera - uku kuchinja kukuru, kwakakura muzvivakwa.

Sei izvozvi? — Madhiraivha makuru

1. Kuwanda kwemaitiro eAI akaomarara & kudiwa

Kukura kwemaitiro emitauro mikuru (L)