Bo ndawonye sihlezi kule bhodi liyalondoloza into efanayo: ama-chip, amandla, ukupholisa, ama-data center. Konke kusemthethweni. Konke kugcwele.

Mina uqobo ngibambe i-NVDA — isidingo se-AI siyenzeka ngempela. I-NVIDIA ibike imali engenayo yekota engu-$96.2B (ikhuphuke ngo-106% YoY, engu-$89B evela kuma-Data Center). Ngizimisele ngokuthi indaba yama-chip izoqhubeka kahle isikhathi eside.

Kodwa uma ngibuza ukuthi "Yiziphi OKUNYE amathuba asele," ngihlala ngibheka ungqimba cishe okungabekelwa intengo muntu lapha: izindleko zalokho i-AI ekuyekelelayo.

Le khompyutha efanayo eshayela izinombolo ze-NVIDIA, nayo ihlomisa olunye uhlangothi. Ama-scam enziwe nge-AI, amazwi ama-deepfake, ama-bot okusekela akopishiwe, nokukhangisa/ukukhohlisa (phishing) ngesilinganiso esikhulu kuyanda kanye nalokhu kukhuphuka. I-AI yenza yonke ukuhlasela kube kushibhile, kusheshe, futhi kwethembeke.

Ngakho ngaphezu kwama-chip engiwabambile, into elandelayo engiyibhekile yi-AI cybersecurity — amagama afana ne-CrowdStrike (CRWD) ne-Palo Alto (PANW).

Njengoba i-AI yenza ukuhlasela kube lula, ukuvikela okusebenzisa i-AI — ukutholwa kokukhwabanisa, ukuqinisekiswa kobunikazi, ukutholwa kwama-deepfake — akusabe inketho yebhizinisi noma umsebenzisi. Wonke idola lokutshalwa kwezimali (AI capex) kudala idola elilodwa lesidingo sokuphepha. Lolu ungqimba olungakhanyi (olungabhalwanga kakhulu) olukhula kahle ngoba ungqimba olugqamile luyakhula.

𝐁𝐮𝐥𝐥𝐢𝐬𝐡 𝐜𝐚𝐬𝐞: ukusetshenziswa kwezokuphepha kuyakhula kanye ne-AI capex — isidingo, hhayi i-hype.

𝐇𝐨𝐧𝐞𝐬𝐭 𝐫𝐢𝐬𝐤: yonke le ngxenye ye-AI iyacindezeleka; ukwehla (pullback) kungashaya ngisho namagama avikelayo ngesikhathi esifushane.

Ithuba langempela akusilo lokuthi ubani owakha imodeli ebukeka kakhulu. Okuyinzuzo ukuthi ubani ongafakazela ukuthi yini eyiqiniso uma amamodeli esekwazi ukukhohlisa noma yini.

Uma i-AI iba namandla, kuba ngcono nakakhulu inani lokufakazela ukuthi yini eyiqiniso.

Lifihlekile kuphi elinye ithuba elilandelayo le-AI?

#AIStocksWhatNext #NVDA