Ngokombiko we-Financial Times wangosuku olwandulela izolo, kusukela kwaqala udweshu lwe-AI ngo-2023, iziqhwaga zobuchwepheshe ezine zaseMelika, i-Google, i-Amazon, i-Microsoft ne-Meta, sezitshale u-$1.1 trillion emkhakheni we-AI (qaphela: ngokwezinga lokushintshisana lamanje, cishe ulingana nama-yuan ayizigidi eziyizinkulungwane ezingu-7.44). Ingxenye enkulu yale mali isetshenziselwe ukwakha izikhungo zedatha, ama-chip kanye nengqalasizinda kagesi.
Ngokwemibiko, lolu tshalomali olukhulu lwe-AI seluthinte uchungechunge lokuhlinzeka kanye nezimbangi ezifana ne-Apple, futhi izindleko ze-AI zalezi ziqhwaga zobuchwepheshe azibonisi zimpawu zokwehla okwamanje. Kulo nyaka, imali eyizigidigidi ezingu-$745 yalawa makampani amane izosetshenziselwa ukwakha ingqalasizinda ye-AI (ngokwezinga lamanje lokushintshisana, cishe ulingana nama-yuan ayizigidi eziyizinkulungwane ezingu-5.04).
Ukuthi lolu tshalomali olukhulu luzophumelela yini kuncike ekutheni amalabhorethri e-AI afana ne-OpenAI ne-Anthropic azokwazi yini ukuqhubeka nokuthola uxhaso lwemali, ukuze ahlangabezane nezidingo zebhizinisi ezikhulayo.
Khonamanjalo, i-Apple izibambe kakhulu kulolu dweshu lotshalomali. Le nkampani ayizange ibambe iqhaza ngentshiseko empini ye-AI. Njengoba izindleko zezingxenye ze-hardware zikhuphuka futhi ukunikezwa kwememori kuqhubeka nokushoda, i-Apple ingase ibhekane nokwehla kokuthengiswa kanye nokuncipha komkhawulo wenzuzo esikhathini esizayo.
Esikhathini samanje, i-AI isingene kancane kancane emikhakheni yezobuchwepheshe neyezohwebo, ngakho isidingo se-cloud computing siyaqhubeka sikhula. Imiphumela yakamuva yezezimali ye-Meta ikhombisa ukuthi imali engenayo yezikhangiso ikhule cishe ngo-30% uma iqhathaniswa nonyaka odlule.
Umhlaziyi we-RBC Capital uRishi Jaluria uthe ngalokhu: “Ukukhula kwezindleko ezinkulu zale mali akubonakali kunesiphetho, futhi abatshalizimali kumele bathole ibhalansi ebucayi phakathi kotshalomali lwe-AI namabhizinisi asemqoka ezinkampani ezinkulu.”