🏛️ I-America's AI Playbook: I-Bold Moves, Blunt Edges
Ngakho-ke, ngoLwesine kusihlwa, abaphathi bakaTrump behlise buthule “Ukunqoba Umjaho: Uhlelo Lokusebenza lwaseMelika lwe-AI.” Isando esinamakhasi angama-28, ngokweqiniso - siminyene ngesifiso sokuvelela, sikhanya ngokuqapha. Izinto ze-federal ezingamashumi ayisishiyagalolunye. Amandla amakhulu.
Umongo? Izinhloso ezintathu ezibanzi:
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Sheshisa izinto ezintsha (ikakhulukazi ezempi nezohwebo),
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Thela ukhonkolo ngaphansi kwengqalasizinda ye-AI yaseMelika, futhi
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Wina umzabalazo wamandla we-AI womhlaba wonke - njengokuthi, ngokuzimisela.
Kodwa nakhu lapho kuba nezinongo:
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Ama-ejensi kufanele asuse "ukuchema kwemibono" ku-AI. Amagama lapho aphakamise amashiya - kuyini ukuchema futhi ngubani onqumayo?
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Kunesigatshana esimayelana nokukhipha uxhaso lukahulumeni ezifundazweni “ezilawula ngokweqile.” Lokho akukona ukugudluza; yilulwane.
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Nezilawuli zokuthekelisa? Iqinisiwe. Noma iyiphi ikhompyutha esezingeni eliphezulu noma ama-chips aya emazweni athile - cha.
Abanye abantu bajabulele ukugomela. Abanye bathi ifundeka kakhulu njenge-tech Manifest Destiny kunenqubomgomo. Isikhathi sizosho.
👉 funda kabanzi
👉 funda kabanzi
📈 Amasheya e-AI: Phezulu, Phansi, nasendaweni ethile Maceleni
Izimakethe zangoLwesihlanu be... zigxumagxuma kodwa ikakhulukazi zincike ejabule. Ubuchwepheshe baphinde baphatha izinto. I-AI kuseyinkomo yegolide - okungenani okwamanje.
I-Broadcom (AVGO) ishaye phezulu. Isizathu esikhulu? Ama-chips awo e-AI ASIC andiza esuka emashalofini (ngokomfanekiso - lawa angena kuma-hyperscaler racks). Ngaleso sikhathi, i-Nvidia , i-Supermicro , njll., zonke zikhuphukele phezulu.
Kodwa bekungeyona iphathi yawo wonke umuntu. I-Intel yehle ngokushesha - ngaphezulu kuka-7% - ngemuva kokuqondiswa okubuthakathaka okuya phambili. Abatshalizimali abaqiniseki ukuthi bazofinyelela ku-AMD noma i-Nvidia emjahweni we-chip we-AI.
Bese kuba khona i-C3.ai . Yebo. Cishe u-11% uhambile ngosuku. Isikhulu esiphezulu uTom Siebel uyehla esikhundleni - izindaba zezempilo. Isikhathi? Kunzima. Abanye abahlaziyi bahogela amahlebezi okuthenga manje. Kuzwakala sengathi i-chessboard iyasulwa.
🏢 Microsoft: Cutting Deep, Hoping Big
I-Microsoft iphinde yasika imisebenzi - eminye engu-9,000 ngoJulayi, ngemva kwenye engu-6,000 ekuqaleni kwaleli hlobo. U-CEO uSatya Nadella uvumile encwadini yangaphakathi ukuthi lolu hlelo belukhathaza imizwa. Futhi esidlangalaleni? Ukubiza ngokuthi “kungcolile,” ngisho nokunxenxa ama-shakeups adlule embonini ukuze abeke okulindelekile.
Ngemuva kokudilizwa: ukuqondiswa kabusha okuphelele okuzungeze i-AI. Sikhuluma amamodeli ayisisekelo, i-Copilot-yonke into, nama-PC ahlakaniphile okuthiwa enza okungaphezu kwalokho akwenzayo empeleni (okwamanje). Ukuhlela kabusha izinto eziza kuqala zenkampani, futhi akubona bonke abamenyiwe esahlukweni esilandelayo.
Kukhona ihholo ledolobha langoJulayi 30 kanye nekholi yeholo. Kufanele... ezithakazelisayo.
🌏 Umdlalo Wase-China we-AI: Uvunyelwe, Awuncishisiwe
E-Shanghai, ukusungulwa kwe-AI kuyaqhubeka - unswinyo noma cha. Amafemu zobuchwepheshe asendaweni abonise ama-LLM asekhaya, amarobhothi, nama-chip adizayinelwe ukumiselela amagiya aseNtshonalanga avinjelwe. Umlayezo: "Sizozakhela thina."
Khona-ke, ngeviki elifanayo, uNdunankulu waseChina wantanta inhlangano entsha ye-AI yomhlaba wonke. Igoli? Yehlisa ukubamba kwe-US ezinkambisweni ze-AI zomhlaba wonke futhi unikeze okuthile okwengeziwe... ngokubambisana, noma okungenani okumaphakathi okuhlukile.
INtshonalanga ikubiza ngokuthi ukuhlukana. I-Beijing ikubiza ngokuthi ibhalansi.
🧠 Ochwepheshe Bakala Isisindo: "Aphi Ama-Guardrails?"
U-Usama Fayyad, udokotela wezilwane we-AI kanye noprofesa waseNyakatho-mpumalanga, ushayele ihlombe isifiso esikhulu sohlelo lwase-US - kodwa waxwayisa ngokuthi lweqa imininingwane ebalulekile: izimiso zokuziphatha, ukuqeqeshwa kabusha kwabasebenzi, ukuxhumanisa ama-ejensi ahlukahlukene. Futhi akukho nokuhleba mayelana nempilo, imfundo, noma imiphakathi enganakiwe.
Ama- think tank amaningi ananela ukukhathazeka okufanayo: Ijubane liyamangaza. Ukubusa? Namanje uzizwa uyazikhethela.