Ngaba kusekho amathuba otyalo-mali xa iitokhwe ze-AI ziqhubeka nokunyuka?
I-AI ihambe isuka nje kuloo nto yentengiso saya kwayo yaba yinto enkulu kakhulu.
Sibubonile ubukhulu bamagama aphambili e-AI etsala imali eninzi kakhulu, ngelixa imfuno yee-chips, inkcitho yeziko ledatha, kunye nomthamo wokusebenza (computing capacity) kusaqhubeka ukwanda. Kodwa yile nto ndiyifumana inomdla ngakumbi:
Kwenzeka ntoni kwiinkampani ezivelisa loo boom ye-AI? #AIStocksWhatNext
Wonke umntu uthetha ngeenkampani ezakha iimodeli ze-AI ezinamandla kunye nee-chips. Bambalwa kakhulu abantu abathetha ngesiseko esingaphantsi kwazo.
Cinga ngale.
I-AI eninzi ithetha iziko ledatha elininzi.
Iziko ledatha elininzi lithetha umbane omninzi.
Ukubala (computing) okuninzi lithetha uthungelwano (networking) nolupholisa (cooling) olungaphezulu.
Iinkqubo zedijithali ezininzi lithetha ukhuseleko lwe-cybersecurity olungcono.
Kwaye iinkampani ezisebenzisa i-AI zisafuna isoftware ekwaziyo ukuguqula yonke loo teknoloji ibe yingeniso.
Oko kwenza ukuba ibali lotyalo-mali le-AI libanzi ngakumbi.
Elinye ithuba elilandelayo mhlawumbi alizukuba sisiqendu esinye nje se-AI esitsala izihloko. Isenokuba yinkampani enikezela ngombane, izixhobo, networking, storage, automation okanye isoftware ekhethekileyo kumashishini achitha amawaka ezigidi kwi-AI.
Kodwa mna ndiyajonga kwelinye icala lotyalo-mali nalo.
Iilindelo ze-AI sele ziphezulu kakhulu. Iinkampani zinokuthi zibonise ukukhula okuqinileyo kodwa zisenokungonwabi imarike ukuba abatyali-mali babeyijongile into engaphezulu kakhulu. Ngexesha elithile, inkcitho ye-AI kufuneka iguquke ibe yingeniso ezinzileyo kunye neenzuzo.
Yilapho izinto zinokubonakala zisenomdla.
Sisekumanqanaba okuqala okwakhiwa kwesiseko se-AI, okanye ezinye iindawo zentengiso sele ziqikelela iminyaka yokuya phambili kwegrowth kwixesha elizayo?
Kum, lo ngumcimbi oyinyani emva kwe #AIStocksWhatNext.
Ibali le-AI lisenokungapheli ngezona nkampani zinkulu zee-chips.
Inokusasazeka kumandla (power), kwiziko ledatha, networking, cybersecurity, automation kunye nesoftware yamashishini—amashishini athi ngokuthula akhe isiseko esingaphantsi koqoqosho lwe-AI.
Abaphumeleleyo kwinqanaba elilandelayo mhlawumbi ziinkampani abantu abangathethi ngazo kakhulu okwangoku.
I-AI ihambe isuka nje kuloo nto yentengiso saya kwayo yaba yinto enkulu kakhulu.
Sibubonile ubukhulu bamagama aphambili e-AI etsala imali eninzi kakhulu, ngelixa imfuno yee-chips, inkcitho yeziko ledatha, kunye nomthamo wokusebenza (computing capacity) kusaqhubeka ukwanda. Kodwa yile nto ndiyifumana inomdla ngakumbi:
Kwenzeka ntoni kwiinkampani ezivelisa loo boom ye-AI? #AIStocksWhatNext
Wonke umntu uthetha ngeenkampani ezakha iimodeli ze-AI ezinamandla kunye nee-chips. Bambalwa kakhulu abantu abathetha ngesiseko esingaphantsi kwazo.
Cinga ngale.
I-AI eninzi ithetha iziko ledatha elininzi.
Iziko ledatha elininzi lithetha umbane omninzi.
Ukubala (computing) okuninzi lithetha uthungelwano (networking) nolupholisa (cooling) olungaphezulu.
Iinkqubo zedijithali ezininzi lithetha ukhuseleko lwe-cybersecurity olungcono.
Kwaye iinkampani ezisebenzisa i-AI zisafuna isoftware ekwaziyo ukuguqula yonke loo teknoloji ibe yingeniso.
Oko kwenza ukuba ibali lotyalo-mali le-AI libanzi ngakumbi.
Elinye ithuba elilandelayo mhlawumbi alizukuba sisiqendu esinye nje se-AI esitsala izihloko. Isenokuba yinkampani enikezela ngombane, izixhobo, networking, storage, automation okanye isoftware ekhethekileyo kumashishini achitha amawaka ezigidi kwi-AI.
Kodwa mna ndiyajonga kwelinye icala lotyalo-mali nalo.
Iilindelo ze-AI sele ziphezulu kakhulu. Iinkampani zinokuthi zibonise ukukhula okuqinileyo kodwa zisenokungonwabi imarike ukuba abatyali-mali babeyijongile into engaphezulu kakhulu. Ngexesha elithile, inkcitho ye-AI kufuneka iguquke ibe yingeniso ezinzileyo kunye neenzuzo.
Yilapho izinto zinokubonakala zisenomdla.
Sisekumanqanaba okuqala okwakhiwa kwesiseko se-AI, okanye ezinye iindawo zentengiso sele ziqikelela iminyaka yokuya phambili kwegrowth kwixesha elizayo?
Kum, lo ngumcimbi oyinyani emva kwe #AIStocksWhatNext.
Ibali le-AI lisenokungapheli ngezona nkampani zinkulu zee-chips.
Inokusasazeka kumandla (power), kwiziko ledatha, networking, cybersecurity, automation kunye nesoftware yamashishini—amashishini athi ngokuthula akhe isiseko esingaphantsi koqoqosho lwe-AI.
Abaphumeleleyo kwinqanaba elilandelayo mhlawumbi ziinkampani abantu abangathethi ngazo kakhulu okwangoku.
