#aistockswhatnext
Inqubokulandelayo ye-AI: Kusukela kubenzi bamachip kuya engqalasizinda yokwakha kanye nokwenza imali
Indaba yesitoko se-AI iyashintsha ngokushesha isuka ekusabeni “hardware” yama-hyper-scalers iye esikhathini sayo sesakhiwo esilandelayo: ukuqina kwengqalasizinda kanye nokwenziwa kwemali nge-software. Ngenkathi abaholi bokuqala be-semiconductor bathatha igagasi lokuqala lokunwetshwa, ukugxila kwemakethe manje kuya ekushintsheni emandleni egridi, ukupholisa okuwuketshezi, kanye ne-silicon eyenzelwe umsebenzi ukuze kugcinwe amandla amakhulu adingwa izikhungo zedatha. Ngasikhathi sinye, abahlinzeki besoftware yebhizinisi babhekene nesikhathi esiqinile “sokubonisa,” lapho abatshalizimali befuna ukukhula kwemali engenayo okulinganisekayo kuma-copilots nasekuxhumaneni kwe-AI kunokuba kube yihype nje okungaqinisekile. Kubatshalizimali abacabanga ngokusebenza, ukuthola okulandelayo kudinga ukubheka ngale kwabasindayo abaku-index ukuze kutholakale abazuzi bengxenye ephakathi “kuchungechunge” lwengqalasizinda, kulandelwe amazinga okuguqulwa kwe-capital expenditure yezinkampani, futhi kubhekwe ukuthi izinzuzo ze-software zingakufanelekela yini ukuhlolwa kwamanani amanje ebhizinisi njengoba ukunikezwa kwe-hardware sekujwayela. $NVDAB $NVDA.US $AAPLB
Inqubokulandelayo ye-AI: Kusukela kubenzi bamachip kuya engqalasizinda yokwakha kanye nokwenza imali
Indaba yesitoko se-AI iyashintsha ngokushesha isuka ekusabeni “hardware” yama-hyper-scalers iye esikhathini sayo sesakhiwo esilandelayo: ukuqina kwengqalasizinda kanye nokwenziwa kwemali nge-software. Ngenkathi abaholi bokuqala be-semiconductor bathatha igagasi lokuqala lokunwetshwa, ukugxila kwemakethe manje kuya ekushintsheni emandleni egridi, ukupholisa okuwuketshezi, kanye ne-silicon eyenzelwe umsebenzi ukuze kugcinwe amandla amakhulu adingwa izikhungo zedatha. Ngasikhathi sinye, abahlinzeki besoftware yebhizinisi babhekene nesikhathi esiqinile “sokubonisa,” lapho abatshalizimali befuna ukukhula kwemali engenayo okulinganisekayo kuma-copilots nasekuxhumaneni kwe-AI kunokuba kube yihype nje okungaqinisekile. Kubatshalizimali abacabanga ngokusebenza, ukuthola okulandelayo kudinga ukubheka ngale kwabasindayo abaku-index ukuze kutholakale abazuzi bengxenye ephakathi “kuchungechunge” lwengqalasizinda, kulandelwe amazinga okuguqulwa kwe-capital expenditure yezinkampani, futhi kubhekwe ukuthi izinzuzo ze-software zingakufanelekela yini ukuhlolwa kwamanani amanje ebhizinisi njengoba ukunikezwa kwe-hardware sekujwayela. $NVDAB $NVDA.US $AAPLB
