🧨 I-AI Megaspending Wars: I-Google, i-Amazon, i-Meta Go Nuclear ku-Infra
Ngakho-ke, izinombolo zisendle - njengokuthi, zibambe ingqondo ngokweqiniso. I-Google iphonsa ama-dollar ayizigidi eziyizinkulungwane ezingu-85 enqwabeni yengqalasizinda ye-AI kulo nyaka, i-Amazon ikhwehlela cishe ama-dollar ayizigidi eziyizinkulungwane ezingu-100 (hhayi i-typo), kanye ne-Meta ndawana thize ku-ballpark engu-$ 65-70B, kuya ngokuthi yikuphi ukufaka okukholelwayo. Lezi akuzona nje izabelomali zokuthuthukisa - ziyizifuba zempi ezigcwele inyanga.
Kodwa nakhu lapho kuba nokumosheka khona: ukusetshenziswa kwamandla kuballooning. Sikhuluma ngezikhungo zedatha ezilingana nezinkundla zebhola ezidonsa amagigawathi asuke kumagridi esifunda. Abanye abangaphakathi kwa-Meta baze bazwakalisa (bethule) ukukhathazeka ngezindleko zemvelo - ukusetshenziswa kwamanzi, ukuphuma kokushisa, yonke into. Noma kunjalo, abatshalizimali? Ukungabaza okungu-zero.
🎨 Abaculi vs AI: Amacala Aphindaphindeka Njengoba I-Adobe Idlala Ikhadi "Ledatha Ehlanzekile".
Ukushuba kuyapheka. Abaculi bahudulela amafemu e-AI enkantolo - i-OpenAI, i-Meta, i-Google - bonke abasolwa ngokugebenga umsebenzi wobuciko ngaphandle kokubuza. I-copyright, amalungelo okuziphatha, ukugunyazwa… uhlangothi lwezomthetho luqala ukungqubuzana.
Bese kuba khona i-Adobe. Ukuyidlala iphephile (noma ngobuchule?), baqeqeshe i-Firefly ngokukhethekile ngedatha enayo, ilayisense, noma abayithatha esizindeni somphakathi. Kucishe kube smug. Futhi bacindezela lawa mabheji wobuqiniso bokuqukethwe - amarisidi anesitembu sesikhathi semethadatha ukuze afakazele, “Yebo, ngikwenzile lokhu.” Uma amacala efika kanzima, i-Adobe isivele imaphakathi nokuthobela.
💼 I-Microsoft Yehlisa Ibhomu le-AI Ezigabeni Zemisebenzi engama-40
Akukho ukugcotshwa koshukela lokhu: IMicrosoft ikhiphe uhlu olusha lwemisebenzi okungenzeka ukuthi i-AI izophazamisa. Ababhali bamakhophi? Ihambile. Abasakazi? Ithosi. Abasizi bezomthetho, omabhalane bedatha, abasekeli abasekelayo - noma yini encike esakhiweni, ulimi, noma ingqondo? Ngokusobala ku-block chopping.
Ucwaningo luyihlukanisa ngokuthile okubizwa ngokuthi "amaphuzu okusebenza." Kodwa isikhathi? Isihluku esithile. Bayishicilele ngemva nje kokudiliza izisebenzi eziyi-15,000+. Abanye bathi kulula. Abanye bakubiza ngokuthi isexwayiso. Okuxakayo ukuthi, izindima eziluhlaza okwesibhakabhaka - abasebenza ngamapayipi, abasebenza ngogesi, ngisho nothisha besikole - zenze kangcono. Imishini namanje ayenzi kahle ukungaqiniseki.
🛠️ "Idatha ye-Sweatshop" Iyehla? Kungenzeka. Kepha i-AI isaphumula emsebenzini oshibhile
Kukhona le nganekwane entantayo - into efana nokuthi, "I-AI ayisadingi idatha yomuntu." Hhayi impela. Nakuba amalebhu encike kumasethi edatha okwenziwa kanye nesichasiselo esibuyekezwe ngochwepheshe, iqiniso yini? Ithani le-AI gruntwork lisasebenza phakathi kwezisebenzi ezihola kancane e-Kenya, India, nase-Philippines.
Lezi zisebenzi zihlunga okuqukethwe okunobuthi, faka amathegi ezithombeni, zize zenze nokulebula okuncane kwethoni. Umsebenzi ohamba kancane, ohlukumeza ingqondo. Futhi yebo, kusashibhile ukungcola. Izinkampani zishaya omaka “abanokuziphatha” kuyo manje, kodwa ngemuva kwe-PR, akukho okuningi okushintshile. U-Zhao othatha isihlalo esiphezulu sesayensi e-Meta angase anyakaze lesi sikhathi eside, kodwa leyo yi-TBD.
🌐 I-Open AI Pitch yaseChina Ilwa ne-US “AI Nationalism” ku-Global Panel
Kule nto yezimiso zokuziphatha zomhlaba zohlobo lwe-UN, i-China yenza isiphakamiso: I-AI kufanele ivuleke, yabelwane, futhi ikhululeke ekulawuleni ibhizinisi lase-US. Ingane yabo yephosta? I-DeepSeek - Imodeli yomthombo ovulekile yase-China eshelele kunazo zonke kuze kube manje. I-vibe yayinesibindi kakhulu: “Sakha i-AI yawo wonke umuntu,” uhlobo lwamandla.
Kodwa... basavalelwe kuma-chips aseMelika. Ibhodlela elikhulu le-DeepSeek ihadiwe, futhi leyo mishini iningi i-Nvidia. Ngakho-ke ngenkathi bephakamisa ifulegi elithi "umthombo ovulekile wabantu", i-backend isebenza kubuchwepheshe abangabulawuli. Kuyintambo eqinile.
🔌 I-Nvidia I-oda Ama-Chips angu-300,000 njengoba i-China Ifuna Ukubhonga Emuva
Futhi manje sibuyele eChipland. U-Nvidia, ebona eminye imikhawulo yokuthekelisa yase-US ixegiselwa, usanda kubeka i-oda lokunisela amehlo - amayunithi angama-300,000 H20 avela ku-TSMC. Lawa ama-accelerator e-AI abheke e-China, hhayi ama-H100 angavaliwe, kodwa asenamandla amaningi.
Izimakethe zisusiwe. Isitoko se-Nvidia sivele. I-Bitcoin yanyakaza cishe ku-$118K. I-Wall Street ikuthathe njengesignali: I-China ayihlehli, ngisho nakancane. Noma kunokungqubuzana kwe-geopolitical, isidingo se-silicon esikalini se-AI siyaqhuma futhi. I-Nvidia's on the core - ngokoqobo, ngokomfanekiso, ngokomnotho.