Ngokombiko we-CCTV News wanamuhla, ibanga phakathi kwe-AI nethusi libonakala likude. Ngakolunye uhlangothi kukhona ama-algorithm athuthukile avela “efwini”, ngakolunye kukhona insimbi evamile egqitshwe ekujuleni komhlaba. Kodwa lapho i-AI “iqala ukusebenza”, lezi zinto zixhunyaniswa ngokuqinile. Ukubala ngesivinini esikhulu kwamaseva kudinga ugesi onamandla, ukudluliswa kwedatha okushesha kakhulu kanye nokupholisa okusebenza kahle kakhulu; ithusi libalulekile kuzo zonke lezi zigaba. Ngokwezilinganiso zemakethe, ngo-2026 isidingo sethusi esezingeni eliphezulu esikhethekile samaseva e-AI sizoba cishe amathani angu-2.4万, sikhule cishe ngo-260% uma siqhathaniswa nonyaka odlule.
Iseva ejwayelekile idinga amakhilogremu ambalwa nje ethusi, kanti iseva esebenza kahle kakhulu esetshenziselwa ukuqeqesha ubuhlakani bokwenziwa ingasebenzisa amakhilogremu angu-15 kuya kwangu-30 ethusi, okuyizikhathi ezi-3 kuya kwezi-6 kuneseva ejwayelekile. Njengoba ukupholisa ngoluketshezi kusetshenziswa ngokushesha, ithusi elihambisa ukushisa kahle lisetshenziswa kakhulu ezingxenyeni zokupholisa ezifana namapuleti okupholisa ngoluketshezi.
EDolobheni lase-Yingtan, e-Jiangxi, ulayini wokukhiqiza wenkampani ecubungula izinto zethusi usebenza amahora angu-24 ngosuku, kanti ama-oda asefinyelele ekupheleni konyaka. Imikhiqizo ekhiqizwa yile nkampani isetshenziswa kakhulu kumapuleti okupholisa ngoluketshezi ama-chip e-AI computing; ukukhiqizwa kwanyanga zonke kudlula amathani angu-2000, kanti ama-oda akhule ngo-30% uma kuqhathaniswa nonyaka odlule.
Ngaphandle kokupholisa, amaseva e-AI kumele akwazi ukudlulisa inani elikhulu lemininingwane ngesivinini esikhulu, okuphinde kwenyuse izidingo zokusebenza kwezinto zethusi. E-Chizhou, e-Anhui, inkampani ikhiqiza ithusi elinobuso obuphansi kakhulu, elisetshenziswa kakhulu kumabhodi e-PCB anesivinini esikhulu amaseva e-AI. Ubulukhuni bobuso balo bungalawulwa bube ngaphansi kwama-micrometer angu-2, kanti isivinini sokudluliswa kwesignali sikhuphuka ngo-70% uma siqhathaniswa nethusi elivamile.
Kusukela kwikota yesine yonyaka odlule, ezinye izinhlobo zethusi ezisezingeni eliphezulu ezisetshenziselwa computing bezilokhu zishoda. Izinkampani zichaza ukuthi kusukela ngoDisemba wonyaka odlule, izindleko zokucubungula ezinye izinhlobo zethusi ezisezingeni eliphezulu zikhuphuke ngo-30% kuya ku-50%. Kulo nyaka, intengo yethusi elinobuso obuphansi kakhulu elihambisana namaseva e-AI kanye nemishini ye-computing enesivinini esikhulu ikhuphuke cishe ngo-10% kuya ku-30%.
Ngokwezilinganiso zemakethe, ngo-2026 isidingo sethusi esezingeni eliphezulu esikhethekile samaseva e-AI sizoba cishe amathani angu-2.4万, sikhule cishe ngo-260%. Lokhu kusho ukuthi ukukhula kwe-computing akulethi nje kuphela ukwanda kokusetshenziswa kwethusi, kodwa futhi kugxilisa isidingo ezintweni zethusi ezihambisa ukushisa kahle, ezisebenza kumafrikhwensi aphezulu nangesivinini esikhulu, kanye nezinembe kakhulu.
Isizathu esenza ithusi elinobuso obuphansi kakhulu (ithusi le-HVLP / VLP) libe yinto ebalulekile kuma-PCB anesivinini esikhulu amaseva e-AI sihlobene nomphumela we-"skin effect" ekudlulisweni kwamasignali amafrikhwensi aphezulu: umsinga wesignali ugxila ungqimbeni oluncane kakhulu olusobala lwen conductor, futhi lapho ubuso bethusi buba bukhali kakhulu, kulapho ukulahleka kokudluliswa kwesignali kukhula khona. Ithusi le-HVLP (elinobuso obuphansi kakhulu) lisebenzisa inqubo ekhethekile ye-electrolysis ukulawula ubulukhuni bobuso i-Rz bube ngaphansi kuka-1.5μm kuya ku-3μm. Uma liqhathaniswa nethusi elivamile, lingehlisa kakhulu ukuncipha kwesignali futhi liyinto evamile kumabhodi ethusi anamathelisiwe anesivinini esikhulu ezingeni le-M7/M8.
Uma kubhekwa ukuthambekela kwesidingo esikhathini eside, izilinganiso zemakethe zithi ngo-2027 isidingo sethusi esezingeni eliphezulu esikhethekile samaseva e-AI emhlabeni wonke singakhula sifinyelele cishe kumathani angu-5万, kuthi ngo-2030 sidlule amathani angu-11万. Ngaphezu kwalokho, uMorgan Stanley ulinganisela ukuthi ngo-2028 isidingo sethusi sezikhungo zedatha emhlabeni wonke sizofinyelela kumathani angu-130万, okuphindwe kabili kunesango-2026. Lesi sidingo esengeziwe ngeke sivele ngaphakathi kwamaseva e-AI kuphela, kodwa nasemikhakheni efana nezinhlelo zokupholisa ngoluketshezi, izixhumi ezinesivinini esikhulu kanye nengqalasizinda yokuphakelwa kukagesi.
Kusukela ekuqaleni kwalo nyaka, intengo yethusi iyonke ibiqina. Intengo yezinkontileka zesikhathi esizayo zethusi zezinyanga ezi-3 e-London Metal Exchange (LME) ikhuphuke ngaphezu kuka-14% isiyonke, yafinyelela ku-$14000 ngethani maphakathi no-August; kanti inkontileka ehamba phambili yethusi yase-Shanghai emakethe yasekhaya yakhuphuka isuka cishe ku-¥8.6万 ngethani ekuqaleni konyaka yaya cishe ku-¥10.9万.