Ndake ngibukile amasheya e-AI eqhubeka edonsa imali aya ngakona elifanayo lemakethe, futhi kuyangimangaza ukuthi kukhona okunye okunganakwa kwenye indawo.

Amathuba Okulandelayo Angaba Kuphi

I-AI uqobo akusiyo yodwa indaba. Uhlelo olungokwenyama oluyisekelayo selusiba yinto ebaluleke ngokufanayo.

Kulindeleke ukuthi isidingo samadathacenters sikhuphuke kakhulu kuze kufike ngo-2030, kuyilapho ukutholakala kukagesi, amandla egridi, ukupholisa, amanethiwekhi, nemishini yezimboni kuba yizithiyo ezibonakalayo. UMcKinsey ulinganisela ukuthi isidingo samadathacenters emhlabeni singasondela ku-220 GW ngo-2030, sisuka cishe ku-82 GW ngo-2025.

Lokho kubeka amandla kagesi, izinsiza (utilities), ingqalasizinda yegridi, nemishini yezimboni endaweni ethakazelisayo.

Kukhona futhi i-cybersecurity. Uma i-AI isiba nkulu, kuba nezinhlelo ezizenzakalelayo eziningi, idatha eyengeziwe ivezwe, kanye nendawo enkulu yokuhlaselwa. Ukuchitha ukuphepha sekukhula sekuyingxenye “yebhili yengqalasizinda” kunokuba kube yindleko ye-IT engakhethwa.

Bese kuba khona izindawo ezikude nakakhulu ekuhwebeni okuvamile kwe-AI: ezempilo, izinto ezibalulekile, i-robotics, nengqalasizinda ebanzi. Ucwaningo lukaBlackRock lwango-2026 lukhomba lezi zigaba njengengxenye yomnotho okhulayo we-AI, kanti u-iShares ugcizelela amandla, izinto zokusetshenziswa, nezempilo njengezindawo okungenzeka abatshalizimali bazinaka kancane kunobuchwepheshe obukhulu (mega-cap).

Kodwa angisoze ngithathe ukuthi “okunye okungamathuba e-AI” kuphephile ngokuzenzakalelayo.

I-IMF isixwayisile ukuthi ukugxila okuphezulu nokuhlolwa (valuations) okweluliwe ezinkampanini ezihlobene ne-AI kungakhulisa ubungozi bemakethe.

Kimi, umbuzo othakazelisa kakhulu usuba lula:

Ubani ohlinzeka ngogesi, imishini, ukuphepha, izinto, nengqalasizinda i-AI engenakusebenzisana ngaphandle kwayo?

Kwesinye isikhathi ingxenye engabonakali kangako yokuqhuma kwezobuchwepheshe ikutshela okuningi ngokuthi izoqhubeka yini kunamagama asematheni.

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