🤖 I-SoftBank idala inkampani yamarobhothi eyakha izikhungo zedatha futhi isivele ibheke i-IPO engu-$100B ↗
Kubikwa ukuthi iSoftBank yakha iRoze AI, inkampani yamarobhothi egxile ekwenzeni ukwakhiwa kwezikhungo zedatha zase-US kusheshe futhi kungabizi kakhulu.
Okuphambene yimarobhothi. Le nkampani ifuna imishini ezimele esiza ekwakheni amapulazi eseva - ngokuyisisekelo ingqalasizinda ye-AI yakha ingqalasizinda ye-AI eyengeziwe. Iyisiyingi, inkulu, futhi iSoftBank kakhulu.
Futhi yebo, isifiso esikhulunywa ngaso sikhulu: i-IPO engaba yi-$100 billion. Lokho akuyona into eyenzeka ngenyanga kodwa kuyisilwane esinobhaluni olulingana nenyanga.
⚖️ Amazwe e-EU kanye nabenzi bomthetho bahlulekile ukufinyelela esivumelwaneni ngemithetho ye-AI encishisiwe ↗
Abaxoxisana be-EU behlulekile ukuthola isivumelwano ngemithetho ye-AI ethambile ngemuva komjikelezo wengxoxo omude kakhulu. Ngakho-ke, incwadi yemithetho ye-AI eyinkimbinkimbi ye-bloc isalokhu iyinkimbinkimbi - kahle, iyinkimbinkimbi.
Impi imayelana nokuthi kungakanani okufanele kwenziwe lula izidingo zezinhlelo ezinkulu ze-AI ngaphandle kokwenza yonke into ibukeke ingenazinyo. Amabhizinisi afuna ukungezwani okuncane. Abalawuli abafuni ukubanjwa bephethe isambulela sephepha esivunguvungwini.
Izingxoxo kulindeleke ukuthi ziqhubeke, kodwa okwamanje umshini wenqubomgomo ye-AI ye-EU uyagaya, awusheleli.
☁️ USatya Nadella uthi usekulungele "ukuxhaphaza" isivumelwano esisha se-OpenAI ↗
USatya Nadella weMicrosoft ukubeke kwacaca kakhulu lokhu: inkampani ihlela ukunciphisa inani elikhulu ekufinyeleleni kwayo i-OpenAI.
Iphuzu elibalulekile ukuthi iMicrosoft inganikeza ubuchwepheshe be-OpenAI kumakhasimende e-cloud, futhi ngaphansi kwalesi sivumelwano, kubikwa ukuthi inokufinyelela okubanzi ku-IP yemodeli ethuthukisiwe ye-OpenAI kuze kube ngu-2032. Leyo yindlela ende.
Kubonisa nokuthi ubudlelwano be-Microsoft-OpenAI busengomunye wemibhangqwana enamandla engavamile kwezobuchwepheshe - uthando, amasu, futhi mhlawumbe egcwele abameli abagqoke izicathulo ezibizayo.
💬 I-Meet Shapes, uhlelo lokusebenza oluletha abantu kanye ne-AI ezingxoxweni zeqembu elifanayo ↗
UShapes uvele ngokungaziwa ngoxhaso lwemali oluyizigidi eziyi-8 zamaRandi kanye nomqondo ka-2026: izingxoxo zeqembu lapho abantu nabalingiswa be-AI behlala ndawonye.
Cabanga ngezindawo zomphakathi ezifana neze-Discord, kodwa nabantu abangochwepheshe be-AI abahleli egumbini, bekhuluma, behlekisa, bedlala indima, noma mhlawumbe benza konke kube yinto engavamile.
Kuzwakala kudlala. Kuphinde kushukumise ushintsho olukhulu: Abangane be-AI basuka ezingxoxweni zomuntu nomuntu baye ezindaweni zokuxhumana, ezingaba ziphefumulelwe noma ezingalawuleki, mhlawumbe kokubili ngaphambi kwesidlo sasemini.
📉 Amasheya e-Meta awela ekukhathazekeni ngokusetshenziswa kwe-AI kanye nokuhlolwa kwezomthetho ↗
I-Meta iphakamise isibikezelo sayo sezindleko zezimali njengoba iqhubeka nokuthela imali ku-AI, futhi abatshalizimali abazange baphonse i-confetti ngqo.
Ukukhathazeka kulula kakhulu: Ukusetshenziswa kwe-AI kukhulu kakhulu, futhi inzuzo isanzima ukuyilinganisa kahle. I-Meta igcizelela ukuthi kudingeka ukutshalwa kwezimali, kodwa izimakethe ziya ngokuya ziphazamiseka ngokuthi umthethosivivinywa uba mkhulu kangakanani.
Kukhona nokuhlolwa kwezomthetho okuzungeze inkampani, okwenza lonke uhlelo lwe-AI luzwakale lungasafani nokwethulwa kwerokhethi kodwa lufana nokwethulwa kwerokhethi enabahloli bezimali.
🧾 Imiphumela ye-Hyperscaler iyisivivinyo esikhulu emakethe yamasheya yase-US eqhutshwa yi-AI ↗
Imali engenayo ye-Big Tech iphenduke isivivinyo sokucindezeleka kokuhweba nge-AI obekulokhu kunika amandla amasheya ase-US.
Umbuzo ongaphansi kwakho konke: ingabe ama-giants amafu aguqula umdlandla we-AI ube yimali engenayo, noma avele ashise imali esithandweni sedatha esihle kakhulu?
Abatshalizimali bebebuka i-Alphabet, i-Microsoft, i-Meta, nabanye ukuze bathole ubufakazi bokuthi ukusetshenziswa kwezimali kwingqalasizinda ye-AI sekuba ibhizinisi elihlala isikhathi eside. Imakethe ifuna umlingo - kodwa futhi ifuna ama-invoyisi akhokhelwe.
Imibuzo Evame Ukubuzwa
Yini inkampani yamarobhothi iRoze AI ebikiwe yeSoftBank ezama ukuyakha?
Kubikwa ukuthi iSoftBank idala iRoze AI, inkampani yamarobhothi egxile ekusheshiseni ukwakhiwa kwezikhungo zedatha zase-US. Umqondo uwukusebenzisa imishini ezimele ukusiza ekwakheni amapulazi eseva ngempumelelo enkulu nokunciphisa izindleko zokwakha ezijezisayo. Isifiso sikhulu, njengoba imibiko ikhomba ekuhlosweni kwe-IPO okungaba yizigidigidi eziyi-100 zamaRandi, yize inkampani kanye nezinhlelo zayo kusachazwa njengokuvelayo.
Kungani ukwakhiwa kwezikhungo zedatha kubaluleke kangaka ekukhuleni kwengqalasizinda ye-AI?
Izikhungo zedatha ziwumgogodla obonakalayo wezinhlelo ze-AI zanamuhla, amapulatifomu amafu, kanye nokufakwa kwamamodeli athuthukile. Njengoba izinkampani zigijimela ukwandisa umthamo we-AI, ukwakha amapulazi eseva ngokushesha nangokungabizi kakhulu sekuyinto eza kuqala ebhizinisini. Yingakho ukwakhiwa okusiza ngamarobhothi kukhanga kangaka: kungasiza ekunciphiseni enye yezingqinamba ezibiza kakhulu ekukhuleni kwengqalasizinda ye-AI.
Kwenzekani ngemithetho ye-AI ye-EU enganakwa?
Amazwe e-EU kanye nabenzi bomthetho behlulekile ukufinyelela esivumelwaneni ngemithetho ye-AI ethambile ngemuva kwezingxoxo ezinde. Ukungavumelani kubonakala kugxile ekutheni kungakanani okufanele kwenziwe lula izidingo zezinhlelo ezinkulu ze-AI ngaphandle kokwenza buthaka uhlaka olubanzi lokulawula. Amabhizinisi afuna ukungezwani okuncane, kuyilapho abalawuli bezama ukugwema imithetho ebonakala ibuthakathaka kakhulu noma ingasebenzi kahle.
Kusho ukuthini isivumelwano esisha se-OpenAI se-Microsoft kumakhasimende e-cloud?
Ngokusho kwalesi sihloko, iMicrosoft inganikeza ubuchwepheshe be-OpenAI kumakhasimende e-cloud futhi kubikwa ukuthi inokufinyelela okubanzi kumpahla yengqondo yemodeli ethuthukisiwe ye-OpenAI kuze kube ngu-2032. Lokho kunikeza iMicrosoft ithuba elide lokwakha imikhiqizo nezinsizakalo ezisebenza nge-OpenAI ebhizinisini layo le-cloud. Kuphinde kuqinise ukubaluleka okuqhubekayo kobudlelwano be-Microsoft-OpenAI.
Kungani abatshalizimali bekhathazekile ngokusebenzisa imali ye-AI ye-Meta?
I-Meta iphakamise isibikezelo sayo sezindleko zezimali njengoba iqhubeka nokutshala imali eningi ku-AI. Abatshalizimali babonakala bekhathazekile ngokuthi ukusetshenziswa kwemali kuya kuba kukhulu kakhulu kuyilapho inzuzo isalokhu inzima ukuyilinganisa ngokucacile. I-Meta ithi ukutshalwa kwezimali kuyadingeka, kodwa inhlanganisela yezindleko zengqalasizinda ezikhulayo kanye nokuhlolwa kwezomthetho kwenza izimakethe ziqaphele kakhulu.
Imali engenayo ye-hyperscaler ihlobene kanjani nokuchuma kwengqalasizinda ye-AI?
Imali engenayo ye-Hyperscaler ibhekwa njengokuhlolwa kokuthi ingabe intshiseko ye-AI iyaphenduka yini ibe yimali engenayo. Abatshalizimali babheka izinkampani ezifana ne-Alphabet, i-Microsoft, i-Meta, nezinye ukuze babone ukuthi ngabe ukusetshenziswa kwemali enkulu engqalasizinda ye-AI kukhiqiza imiphumela yebhizinisi eqinile. Umbuzo oyinhloko ukuthi ngabe ama-cloud giants akha isidingo esinenzuzo noma asebenzisa imali ngamandla ngaphambi kobufakazi.