Isingeniso

Ngo-2025, ukwanda okukhulu kokutshalwa kwezimali kwingqalasizinda yesikhungo sedatha ethize se-AI akunakuphikwa. Kusukela ezigidini zezithembiso zezimali ezivela ezikhulwini zobuchwepheshe kuya ezikhwameni ezizimele ezisekela ngobudlova izikhungo ezintsha, umnotho wedijithali womhlaba uphendukela kulokho okungabizwa ngokuthi "umjaho wezikhali wokubala we-AI." Ngezansi, sihlola amandla amakhulu aqhuba izinkampani ukuthi zithulule izigidigidi ezindaweni zedatha ye-AI, izinguquko zokwakha nezokusebenza ezisekela ushintsho, ukuthi amamodeli ebhizinisi azivumelanisa kanjani nezimo, nokuthi yiziphi izingozi nemiphumela yesikhathi esizayo ezinhlanganweni ezifana neyakho (ezinentshisekelo ejulile engqalasizinda, ukulinganisa, ukubala ukususwa kwemisebenzi, njll.).

Isilinganiso sokutshalwa kwezimali

Ukuze uqonde umfutho, nanka amaphuzu edatha amele:

• I-Microsoft ihlela cishe US$80 billion ngonyaka wezimali ka-2025 ukwakha izikhungo zedatha ezisebenzisa i-AI, ikakhulukazi e-United States. Reuters

• Ukutshalwa kwezimali komhlaba wonke okuhlobene ne-AI kulinganiselwa kuma-trillion: esinye isihloko siphawule ukuthi "ukutshalwa kwezimali kwesikhungo sedatha se-AI esingu-$3 trillion" kuyaqhubeka. I-Guardian

• Ngokusho kokubuyekezwa kuka-2025 kwabatshalizimali bezikhungo zedatha, izinkampani ezifana neBlackstone, iBain Capital, nezinye bezisebenzisa ngenkuthalo imali ezindaweni ezinkulu ze-hyperscale kanye ne-GPU-rich. STL Partners

Lezi zinombolo zibonisa ukuthi lokhu akusikho ukukhula okuqhubekayo — lokhu kuyishintsho elikhulu, eliyisu kwingqalasizinda.

Kungani manje? — Abashayeli ababalulekile

1. Ukuqhuma kobunzima bemodeli ye-AI kanye nesidingo

Ukwanda kwamamodeli ezilimi ezinkulu (L