I-TrendForce (集邦) ithe namuhla izindleko ezinkulu zabahlinzeki bezinsizakalo zamafu abayisishiyagalolunye emhlabeni (CSP) zisaqhubeka ziphezulu, njengoba ingxenye enkulu yale mali isetshenziselwa ukwakha ingqalasizinda eyisisekelo yamandla ekhompuyutha ukuze kuhlangatshezwane nesidingo esikhulayo se-AI.
Le nhlangano ilindele ukuthi izindleko ezinkulu zizonke zalo nyaka ze-Alphabet, Amazon, Meta, Microsoft, Oracle kanye ne-Alibaba, Baidu, ByteDance ne-Tencent zizodlula ama-dollar aseMelika ayizigidi eziyizinkulungwane ezingu-886.7 (ngesilinganiso samanje sokushintshanisa imali, cishe ama-yuan ayizigidi eziyizinkulungwane ezingu-5.99), okuwukukhula ngo-90% uma kuqhathaniswa nonyaka odlule; kanti ngo-2027 zizokhula futhi ngo-49% zisuka esisekelweni esiphezulu, zifinyelele kuma-dollar ayizigidi eziyizinkulungwane ezingu-1.32 (ngesilinganiso samanje sokushintshanisa imali, cishe ama-yuan ayizigidi eziyizinkulungwane ezingu-8.92).
Ngenxa yokuhlangana kokwanda kwesifiso sama-CSP amakhulu aseMelika nezikhungo zedatha ze-Tier-2 sokuthenga izixazululo zama-rack ze-NVIDIA, kokukhula kokuthunyelwa kwama-ASIC e-AI esizukulwaneni esisha akwa-Google kanye ne-AWS yakwa-Amazon engxenyeni yesibili yonyaka, kanye nokwandisa kokusetshenziswa kwemikhiqizo emisha yasendaweni yizinkampani zase-China, i-TrendForce iphinde yanyusa isibikezelo sayo sokukhula kwenani lamaseva e-AI azothunyelwa ngo-2026, sisuka ku-28% ebesibikezelwe ngaphambilini saya ku-31%.
Inkomba
TrendForce 集邦咨询: Izindleko ezinkulu zama-CSP kulindeleke ukuthi zikhule ngo-90%; ukukhula kokuthunyelwa kwamaseva e-AI ngo-2026 kunyuselwe kwacishe kwaba ngu-31%