Indodana yeSoftBank ithi i-AI izodinga ama-dollar ayizigidi eziyizinkulungwane ezinhlanu ngonyaka ngo-2040, ichitha inkulumo emfushane ↗
UMasayoshi Son uthe ukuthuthukiswa kwe-AI ekugcineni kuzodinga u-$5 trillion ekutshalweni kwezimali minyaka yonke, ethi izixwayiso zebhamuza lokutshalwa kwezimali azinangqondo.
Ulindele ukuthi imali engenayo ye-AI imele u-20% we-GDP yomhlaba wonke kanye nesidingo samandla ukuze ifinyelele kuma-terawatts amathathu. USon akazange achaze ukuthi wazibala kanjani lezo zibalo, noma kunjalo... isikulufu esikhululekile esibalulekile emshinini.
I-AI startup Reflection isayine isivumelwano sekhompyutha esingaphezu kwamaRandi ayizigidi eziyizinkulungwane eziyi-1 ne-Nebius ↗
Ukuzindla kuthole amandla okusebenzisa ikhompyutha angaphezu kwezigidigidi eziyi-1 zamaRandi avela kuNebius, okuhlanganisa nokufinyelela kuma-chip akamuva eNvidia. Lesi sivumelwano sinezela esivumelwaneni esihlukile somthamo neSpaceX.
Yasungulwa ngabacwaningi ababili bangaphambilini be-Google DeepMind, i-Reflection yakha amamodeli avulekile abekwe ngokumelene nezinsizakalo ezivaliwe ezivela ku-OpenAI kanye ne-Anthropic. I-Compute isiba umsele wangempela lapha - noma udonga lwenqaba olubiza kakhulu.
I-US izokwethula iqembu lokuxhumana kwe-AI kanye nokuphepha kwe-cybersecurity, kusho i-White House ↗
I-US idala iqembu lokuxhumanisa elixhumanisa abathuthukisi be-AI nezibhedlela, amabhange, abaqhubi bamandla kanye nabanye abahlinzeki bezinsizakalo ezibalulekile.
Amalungu azokwabelana ngobuthakathaka obutholwe izinhlelo ze-AI ezithuthukisiwe futhi ahlele ukulungiswa kunomsebenzi ophindaphindwayo. Abathuthukisi bemodeli evulekile nabo bafakiwe, ngokungalindelekile, yize izinkampani ezibambe iqhaza zingatholakalanga.
I-CEO ye-DeepMind icela inhlangano ezimele yezindinganiso ukuthi ilawule i-AI yasemngceleni ↗
UDemis Hassabis waphakamisa inhlangano ezimele, enabasebenzi bobuchwepheshe ezohlola amamodeli asemngceleni futhi imise amazinga okukhululwa.
AmaLab angathumela amamodeli ekuqaleni ukuze abuyekezwe kuze kube yizinsuku ezingama-30 ngaphambi kokwethulwa. Inhlangano izosekelwa nguhulumeni kodwa ixhaswe yimboni - ngokusobala izimele, yize lelo lungiselelo lokuxhaswa ngezimali liyisihlalo esintengantengayo kancane.
INew York iba yisifundazwe sokuqala ukuqeda umthetho wokumiswa kwesikhungo sedatha ↗
INew York imise izimvume ezintsha zemvelo zezikhungo zedatha ezingaphezu kwama-megawatts angu-50, yanikeza izikhulu isikhathi esingafika ezinyangeni ezingu-12 sokuthuthukisa imithetho eqinile.
Ukubuyekezwa kuzohlola amanani kagesi, ukusetshenziswa kwamanzi kanye nekhwalithi yomoya. Isiphakamiso esihlukile somthetho siyaqhubeka, sisebenzisa umkhawulo ophansi wama-megawatt angu-20 futhi sengeza izidingo zamandla avuselelekayo kanye nezabasebenzi.
I-Meta isolwa ngokusebenzisa ukuqondisa okunobandlululo kwe-AI ekuxoshweni kwabantu abaningi ↗
Abasebenzi be-Meta abangamashumi amabili nesithupha basola ukuthi izinhlelo zangaphakathi ze-AI zisize ekuhleleni abasebenzi abaxoshwa ngaphandle kokubala kahle ikhefu lomzali noma lezokwelapha.
Bathi laba bantu abajeziswa ngokungalingani basebenzisa amalungelo avikelwe. I-Meta ithi lezi zinsolo azinasisekelo futhi igcizelela ukuthi izinqumo zabasebenzi zenziwe ngabantu, hhayi i-AI - umehluko icala eliwuphikisayo kakhulu.
Umjaho wangempela we-AI ungase ungasafiki emngceleni ↗
Kubikwa ukuthi amamodeli aseShayina avulekele u-41% wokulandwa kwe-Hugging Face entwasahlobo, kanti amamodeli ayisithupha aseShayina athathe izikhundla eziyisithupha eziphezulu ze-OpenRouter.
Amamodeli avulekile nawo aphathe cishe ingxenye yesithathu yezicelo ze-AI ezilinganiswe yi-Vercel. Idatha ihlanganisa izingxenye zemakethe kuphela, kuyavunywa, kodwa amamodeli ashibhile, angenziwa ngezifiso ngokusobala adla umthwalo omkhulu wokukhiqiza.
Isikhulu sezohwebo sithi isinyathelo sokulawula ama-chips, i-AI siyeza ↗
Isikhulu soMnyango Wezohwebo wase-US sithe imithetho eyengeziwe ehlanganisa ubuhlakani bokwenziwa kanye nama-semiconductor iyeza.
Kubikwa ukuthi uhulumeni akahlosile ukuthatha indawo yomthetho wokusabalalisa i-AI okhona, okhawulela ukuthi mangaki ama-chip athuthukile amazwe athile angawathola. Ngakho-ke, mhlawumbe isinyathelo esiqinile - kodwa esakhelwe phezu kwe-scaffolding endala.
Imibuzo Evame Ukubuzwa
Kungani uMasayoshi Son ekholelwa ukuthi ukutshalwa kwezimali kwe-AI kungafinyelela ku-$5 trillion ngonyaka?
UMasayoshi Son ulindele ukuthi ubuhlakani bokwenziwa bube yithonya elikhulu emnothweni womhlaba, bufune ukutshalwa kwezimali okukhulu kuma-chips, izikhungo zedatha, ingqalasizinda yamandla kanye nokuthuthukiswa kwemodeli. Ubikezela nokuthi isidingo samandla e-AI singafinyelela kuma-terawatts amathathu. Kodwa-ke, akazange anikeze izibalo eziningiliziwe zokusekela isilinganiso sokutshalwa kwezimali sonyaka sama-dollar ayizigidi eziyizinkulungwane ezinhlanu, okushiya ukungaqiniseki okukhulu mayelana nokubikezelwa.
Kungani izinkampani ezintsha ze-AI zisayina izivumelwano zokubala ezibiza izigidigidi zamaRandi?
Ukuqeqesha nokusebenzisa amamodeli e-AI athuthukile kudinga ukufinyelela kunqwaba yehadiwe yekhompyutha ekhethekile. Isivumelwano se-Reflection noNebius siyinika amandla asebenza ngama-chip akamuva e-Nvidia, okwengeza kwesinye isivumelwano ne-SpaceX. Kwabaqalayo abancintisana nama-laboratory asunguliwe, ukuthola ama-computing kusenesikhathi kungasekela ukuthuthukiswa kwemodeli, ukuthembeka kanye nokukhula, yize futhi kudala izibopho ezinkulu zezimali.
Iqembu elisha le-US AI lokuxhumanisa ukuphepha kwe-inthanethi lingasebenza kanjani?
Iqembu elihlongozwayo lizoxhumanisa abathuthukisi be-AI nezinhlangano ezisebenzisa izibhedlela, amabhange, izinhlelo zamandla kanye nezinye izinsizakalo ezibalulekile. Abahlanganyeli bangabelana ngobuthakathaka obukhonjwe ngamathuluzi e-AI athuthukile futhi bahlele ukulungiswa, kunokuphinda umsebenzi ofanayo ezinhlanganweni ezihlukene. Lolu hlelo kulindeleke ukuthi luhlanganise abathuthukisi bemodeli evulekile, yize izinkampani ezibambe iqhaza kanye nesakhiwo sokusebenza esinemininingwane kungakatholakali.
Yini ebingenziwa yinhlangano ezimele yezindinganiso ze-AI emngceleni?
Inhlangano ephakanyiswe yi-CEO ye-DeepMind uDemis Hassabis izohlola amamodeli anamandla asemngceleni futhi imise amazinga alawula ukukhishwa kwawo. Ama-laboratories e-AI angathumela amamodeli ekuqaleni ukuze ahlolwe kuze kube yizinsuku ezingu-30 ngaphambi kokwethulwa. Inhlangano izosekelwa uhulumeni kodwa ixhaswe yimboni, okuphakamisa imibuzo ewusizo mayelana nokuthi ukuzimela kwayo, igunya lobuchwepheshe kanye nokuziphendulela kuzovikelwa kanjani.
Kungani iNew York iqalise ukumiswa kwesikhungo sedatha?
INew York imise izimvume ezintsha zemvelo zezikhungo zedatha ezingaphezu kwama-megawatts angu-50 ngenkathi izikhulu zithuthukisa imithetho eqinile. Ukubuyekezwa kuzohlola imiphumela yazo emananini kagesi, ukusetshenziswa kwamanzi kanye nekhwalithi yomoya. Isiphakamiso esihlukile sizosebenzisa izidingo ezikhungweni ezingaphezu kwama-megawatts angu-20 futhi singase sethule izimo zamandla avuselelekayo kanye nezabasebenzi, okungenzeka kudale uhlaka oluqinile lwamaphrojekthi engqalasizinda ye-AI.
Ingabe amamodeli e-AI avulekile aba abaluleke kakhulu kunamamodeli asemngceleni?
Amamodeli avulekile abonakala ephethe isabelo esikhulayo semithwalo yemisebenzi ye-AI esebenzayo ngoba ingaba eshibhile futhi kube lula ukuyenza ngezifiso. Kubikwa ukuthi amamodeli aseShayina avulekile athole ukubonakala okukhulu ku-Hugging Face kanye ne-OpenRouter, kuyilapho idatha ye-Vercel nayo ibonise ukusetshenziswa okunenjongo kwemodeli evulekile. Lezi zibalo zimboza izingxenye zemakethe kuphela, kodwa ziphakamisa ukuthi ukuncintisana kuya ngokuya kushintshela ekusetshenzisweni, izindleko kanye nokuguquguquka.