Ukuhlola kwezindasitri
Ukuthuthuka kwezindasitri, izinguquko zemakethe, ukubambisana kwamabhizinisi nokuthuthuka kwebhizinisi.
Umncintiswano wase-Australia wemidlalo yevidiyo kwezemfundo yezobuchwepheshe uzomiswa, abahleli bathi i-generative AI yenze ukuhlola kwaba nzima
Lo mcintiswano waqalwa ngo-2014 futhi uqondiswe kubafundi bamabanga 3 kuya ku-12. Abahlanganyeli bangasebenzisa usizo oluncane lwe-AI, kodwa ukusabalala kwe-generative AI kwenze kwaba nzima kubahleli ukuqinisekisa ukuthi imisebenzi ingeyokuqala, okwenza lo mcintiswano uphambuke emgomweni wawo wokuqala. #ImfundoYezobuchwepheshe#
02Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaImibiko ithi imali engenayo ye-OpenAI ifinyelele okokuqala ku-$10 billion kwikota yesithathu yalo nyaka, yanda cishe ngo-50% uma iqhathaniswa nekota edlule
Ngokombiko we-Bloomberg, ocaphuna imithombo enolwazi ekuseni kakhulu namuhla (ngomhla ka-11), ngenxa yesidingo esikhulu semikhiqizo yakamuva ye-AI, imali engenayo ye-OpenAI kwikota yesithathu ifinyelele okokuqala ku-$10 billion (cishe ama-yuan ayizigidi eziyizinkulungwane ezingu-66.878 ngenani lokushintshisana lamanje), yanda cishe ngo-50% uma iqhathaniswa nekota edlule, futhi yacishe yaphindeka kathathu kunangesikhathi esifanayo ngonyaka odlule.
03Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaOkuqukethwe kwasekuqaleni kwahlulelwa ngokuthi “kukhiqizwe yi-AI futhi akuzange kumakwe”, umsebenzisi wamangalela inkundla enkantolo
Ukubaluleka kwaleli cala akugcini nje ngokucacisa isibopho senkundla sokuchaza nokwazisa, kodwa kuphinde kudinge ukuthi inkundla ixazulule inkinga yokunxephezela abasebenzisi abahlulelwe ngokungeyikho.
04Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIDC: Ngo-2030, inani lamarekhi ezikhungo zedatha emhlabeni wonke lizofinyelela ezigidini ezingu-58
I-IDC ikhiphe ukuhlaziywa kwamathrendi esidingo se-AI emhlabeni wonke, yaveza ukuthi ukusetshenziswa ngobukhulu kwama-ejenti e-AI kuqhuba izikhungo zedatha emhlabeni wonke ukuba zingene emjikelezweni omusha wokwandisa umthamo. Ngo-2030, inani lamarekhi emhlabeni wonke, ukusetshenziswa kwamandla kanye nokusetshenziswa kwemali ezikhungweni kuzokhula kakhulu; umthamo wamakhompyutha ahlakaniphile e-China ukhule ngo-177% uma kuqhathaniswa nonyaka odlule. Imakethe ikhombisa umehluko wesakhiwo, kanti uchungechunge lwezimboni lwasekhaya lubhekene namathuba amabili: ukuthuthukiswa kwasekhaya nokusungulwa kwezinhlelo phesheya.
05Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-SpaceX kaMusk ilungiselela amandla e-AI emkhathini: ivikele umthamo wemishini ongu-100GW, cishe olingana nomthamo ophelele weziteshi zamandla i-Three Gorges ezingu-4.4
Inkampani i-SpaceX ka-Elon Musk, oyisicebi esikhulu kunazo zonke emhlabeni, imemezele namuhla (11 Novemba) ukuthi isayine inkontileka enkulu yokuhlinzekwa kwempahla nomkhiqizi wemishini yamaseli elanga waseJalimane uSINGULUS. Le nkampani izoletha ulayini ophelele wokukhiqiza amaseli elanga e-heterojunction (HJT), ukuze kusheshiswe ukukhiqizwa kwamasathelayithi e-Starmind.
06Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-OpenAI ithenga inkampani esafufusa yezokuvakasha i-Odessia, ihlola ibhizinisi lama-ejenti okuhamba e-AI
Ngemva konyaka kuphela isunguliwe, i-Odessia ithole uxhaso lwangaphambi komjikelezo wokuqala olungama-600 million yuan, oluholwa yi-Sequoia Capital. I-ejenti yayo yezokuvakasha esebenzisa i-AI ingasiza abasebenzisi ukuhlela uhambo olubiza izigidi zama-dollar. Umsunguli uDavidson wake wasungula i-Sonder, futhi manje ujoyina i-OpenAI enolwazi lwakhe embonini yezokuvakasha. #OpenAIithengaOdessia#
07Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIsamba samandla ekhompyutha eShayina sifinyelele ku-3.1 million PFLOPS, sikleliswe endaweni yesibili emhlabeni
Namuhla, umcimbi wesibili we-“Standard Week” ka-2026 weKomidi Likazwelonke Lokumiswa Kwamazinga Edatha ububanjelwe e-Xiamen, eFujian. Idatha yakamuva ikhombisa ukuthi isamba samandla ekhompyutha eShayina sesifinyelele ku-3.1 million PFLOPS, sikleliswe endaweni yesibili emhlabeni.
08Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-KFC yase-Japan isebenzise i-AI ukwenza izithombe zokukhangisa kwemikhiqizo, kwaphakama imibuzo kubasebenzisi be-inthanethi
I-KFC yase-Japan izama ukuthengisa ezitolo ezithile iziphuzo ze-cola ezino-ayisikhilimu kanye neziphuzo zesoda ye-melon enamaqhwa-ayisikhilimu. Abasebenzisi be-inthanethi baqaphele ukuthi umbala wamaqhwa ezithombeni zokukhangisa awuhambisani nowangempela, futhi unokucwebezela okufana nejeli. Inkampani ivumile ukuthi isebenzise i-AI ekhiqizayo, kodwa yenqaba ukudalula eminye imininingwane. Abasebenzisi abaningi bakhathazekile ngokuthi izithombe azihambisani nemikhiqizo yangempela, futhi bakholelwa ukuthi lokhu kungalimaza isithombe somkhiqizo. #KFC#
09Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-Thailand ibekela izikhungo zedatha imingcele eqinile: umsindo ungadluli kuma-decibel angu-70, ukwanda kwezinga lokushisa kungadluli ku-2 °C
Imithetho emisha idinga ukuthi umsindo wamandla kagesi angaphazamiseki ulawulwe ube ngaphansi kuka-70dBA, ukwanda kwezinga lokushisa emngceleni wesiza kukhawulelwe ku-1 kuya ku-2 °C, amanzi okupholisa asetshenziswe kabusha, futhi amanzi angcolile ahlolwe. Ezinyangeni eziyisishiyagalolunye zokuqala eThailand, izicelo zokukhuthazwa kokutshalwa kwezimali zeqe ku-50 billion USD, amaphrojekthi e-AI enza u-70%. #ImithethoEmishaYezemveloYezikhungoZedatha#
10Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUMusk udweba “inganekwane” yenkathi ye-AI: esikhathini esizayo, uma ufuna inqaba, i-AI ingakusiza uyifeze
UMusk uhambele umhlangano waminyaka yonke weBaron Capital futhi wabikezela wathi: “I-superintelligence (SI) ngeke nje yanelise zonke izidingo zabantu, kodwa amandla ayo azodlula kude lokho okudingekayo. Noma ufuna inqaba noma enye into, i-digital superintelligence ingakusiza ukuyifeza kalula.”
11Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaOwayengumqondisi omkhulu we-Toutiao u-Chen Lin uvuma okokuqala esidlangalaleni ukuthi usulishiyile ibhizinisi, ulungiselela ukuqala ibhizinisi lemfundo ye-AI
U-Chen Lin uvume okokuqala esidlangalaleni embhalweni omude ku-akhawunti yakhe esemthethweni ye-WeChat ukuthi uselishiyile i-ByteDance, waphinde waveza ukuthi iphrojekthi yakhe entsha ethi “Xiaolu Aixue (Yinhe Zhixue)” igxile emfundweni ye-AI. Uthe uzizwa enecala ngemuva kokuncishiswa komsebenzi we-Dali Education, futhi manje, eshukunyiswa umthelela we-ChatGPT, uzimisele ukusiza izingane zinqobe imikhawulo yobuchwepheshe enkathini ye-AI.##U-ChenLin ushiya i-ByteDance aqale ibhizinisi##
12Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUChen Jianbin ukhuluma ngokuthathelwa indawo yi-AI: Abalingisi abangemahle bazophelelwa umsebenzi kunoma yisiphi isikhathi, kodwa abalingisi abanekhono abasoze baphelelwa umsebenzi
Umlingisi uChen Jianbin ukhulume namuhla eForamu Yefilimu iGolden Rooster · eForamu Yababhali Bezikrini, Abaqondisi Nabalingisi: Abalingisi abangemahle bazophelelwa umsebenzi kunoma yisiphi isikhathi, kodwa abalingisi abanekhono abasoze baphelelwa umsebenzi.
13Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-Adobe ne-Disney benze ubambiswano lwamasu lweminyaka eminingi, behambisa amathuluzi e-AI emapaki akwa-Disney nasekukhiqizweni kokuqukethwe
I-Adobe ne-Disney benze ubambiswano lwamasu lweminyaka eminingi, lapho i-Adobe izokwakhela i-Disney amamodeli akhethekile e-generative AI futhi isebenzise amathuluzi e-AI afana ne-Firefly ezindaweni ezifana nokuthuthukiswa kwamapaki ezindikimba, ukukhiqizwa kwamafilimu nethelevishini, kanye nokusakazwa kokuqukethwe kwezemidlalo. Abaculi bazohola ukuthuthukiswa kokuqukethwe kwezentengiso okuhambisana nesitayela sika-Disney.#UbambiswanoLwe-AIEzinkambeniEzihlukahlukene#
14Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUkuzama ukuthola i-IPO enkulu kunazo zonke emlandweni: Kubikwa ukuthi i-Anthropic izoqala ukuhweba ngoLwesine / ngoLwesihlanu oluzayo, okulindelwe ngenani layo kwehliswe yizimakethe
I-Wall Street Journal ishicilele umbhalo webhulogi namuhla (10 kuNovemba), ibika ukuthi inkampani ye-AI i-Anthropic iqhubekisela phambili ukunikezwa kwayo kokuqala komphakathi (IPO), ihlose ukuqala ukuhweba e-Nasdaq ngoLwesine oluzayo (19 kuNovemba) noma ngoLwesihlanu (20), kanti ikhodi yesitoko ehlongozwayo ngu-ANT. Le nkampani kulindeleke ukuthi iveze ekuqaleni kwaleli sonto imininingwane ebalulekile, okuhlanganisa uhla lokulinganiswa kwenani le-IPO, inani lamasheya ehlelelwe ukukhishwa kanye nenani lokukhishwa.
15Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUcwaningo lukhombisa ukuthi i-OpenAI ChatGPT ithatha ngaphezu kuka-81% wethrafikhi yama-chatbot e-AI emhlabeni, ihamba phambili kude
Ucwaningo lwakamuva lwe-Graphite lukhombisa ukuthi i-ChatGPT ithatha ngaphezu kuka-81% wethrafikhi ephelele yama-chatbot amakhulu e-AI emhlabeni. Ukuvakashelwa kwanyanga zonke kufinyelele ezingeni eliphezulu elingakaze libonwe lika-61.35 billion ngoSepthemba walo nyaka, kanti abasebenzisi abasebenzayo masonto onke bafinyelele ku-1.2 billion. Nakuba i-Google Gemini ne-Anthropic Claude zikhula ngokushesha, kusenzima ukunyakazisa isikhundla sayo esihamba phambili. #ChatGPT# #IsimoSemaketheYe-AI#
16Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-CEO ye-UBS u-An Si Jie: Amasheya ahlobene ne-AI ehle kakhulu emasontweni adlule ngenxa yokulindela ngokweqile kwabatshalizimali
Uthe imiphumela yokhetho lwaphakathi nesikhathi olusanda kubanjwa e-United States, kanye nezingxoxo zomhlaba wonke mayelana nemithelela yokwandiswa kwengqalasizinda, kungabambezela inqubekelaphambili yomkhakha we-AI ekufezeni imiphumela elindelekile.
17Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-Google Firebase Studio izovalwa ngoMashi 2027, abasebenzisi bangakhetha ezinye izindlela ezifana ne-Antigravity noma i-AI Studio
I-IDE eku-inthanethi ye-Google i-Firebase Studio izomiswa ngokusemthethweni ngo-22 Mashi 2027. Ukubhaliswa kwabasebenzisi abasha nokwakhiwa kwezindawo zokusebenza ezintsha kumisiwe ngoJuni walo nyaka, futhi abasebenzisi kufanele bathuthele ku-Google Antigravity noma ku-Google AI Studio. Ngemva kokumiswa, yonke idatha esele izosuswa unomphela.#谷歌#
18Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIzikhungo zedatha ziyadlondlobala, ama-turbine egesi ayashoda: Ukulethwa kwemishini emisha kuzofika ngeminyaka yama-2030, izinkampani zijahe ukuthenga esetshenzisiwe
Nakuba ukungabaza ngobungozi obungaba khona bobuchwepheshe be-AI kuqhubeka kwanda, kanti namasheya ahlobene ne-AI asanda kuthengiswa kakhulu, isidingo sezikhungo zedatha sisalokhu siphezulu. Ngenxa yokuthi izikhungo zedatha zisebenzisa ugesi omningi kakhulu, ukutholakala kwemishini ebalulekile yokukhiqiza ugesi, njengama-turbine egesi, sekuyisithiyo esikhulu ekukhuleni kwalo mkhakha.
19Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-NVIDIA ibambe umcimbi we-AI Day eNingizimu Korea, uhulumeni waseNingizimu Korea, i-Samsung, i-LG Electronics, i-Hyundai Motor Group nabanye balindele ukusebenzisana
I-NVIDIA noMnyango Wezesayensi, Ulwazi Nezokuxhumana waseNingizimu Korea (MSIT) bandisa ukubambisana kwabo ekwakheni uhlelo oluzimele lobuhlakani bokwenziwa eNingizimu Korea, oluhlanganisa ama-semiconductor e-AI, ingqalasizinda yezikhungo zedatha, amathalente, izinkampani ezintsha, amamodeli, ama-agent kanye nokuphepha.
20Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaU-Anthropic udalula ukuthi ososayensi basebenzisa u-Claude ukwenzani: ikakhulukazi ukuhlaziya idatha nokubhala
U-Anthropic uthole ocwaningweni lwezikhathi zokuxhumana zesayensi ezingu-20.7 ezingu-10 000 kanye nososayensi abangu-528 ukuthi abacwaningi emikhakheni yesayensi yekhompyutha nezibalo basebenzisa u-Claude kaningi. Ukusetshenziswa kwe-AI ekuhlaziyeni idatha nasekubhaleni kudlula kakhulu isabelo somsebenzi wabantu, kanti ukuqoqa idatha nokwakha imibono yokuhlola kusetshenziswa kancane. #UkusetshenziswaKukaClaudeOcwaningweni#
21Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-Shanghai Jiao Tong University yakha ilebhu yesayensi eyakhelwe ku-AI, idivayisi i-AutoDNA: yenza ngokuzenzakalela imisebenzi yokuhlola ibhayoloji yamangqamuzana, imiphumela yashicilelwa ku-Nature
Imiphumela yashicilelwa kumagazini i-Nature, futhi yabikwa ngokugqamile esihlokweni esikhulu ekhasini eliyisiqalo lewebhusayithi yalo.
22Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-oda elikhulu kunawo wonke lokuthengwa kwemishini yokukhiqiza ugesi yinkampani ye-AI kuze kube manje: Kubikwa ukuthi i-Anthropic ichithe u-$3.4 billion ithenga amajeneretha asebenzisa igesi
Njengoba imishini yokukhiqiza ugesi iya ngokuya itholakala kancane, izinkampani ze-AI seziqala ukudlula kubalamuli futhi zithenge ngokuqondile, zingena nakakhulu emkhakheni wamandla.
23Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaInkampani i-China Mobile Cloud ne-Zhipu basayina isivumelwano sokubambisana, bagxile kumandla ekhompyutha akhiqizwa e-China, ezinsizakalweni zamamodeli amakhulu nasekusetshenzisweni kwe-AI kwezohwebo
Ngo-6 Novemba, i-Mobile Cloud ne-Beijing Zhipu Huazhang Technology Co., Ltd. basayine ngokusemthethweni isivumelwano sokubambisana.
24Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaAmadoda amathathu asolwa ngokusebenzisa i-AI ukuzenza abaphathi bezinkampani nabameli ukuze aqole, imali edlula ku-$100 million
La madoda amathathu aqale asebenzisa i-AI ukuzenza abaphathi bezinkampani, axhumana nabasebenzi bezinkampani ezahlukene, aqamba amanga athi kunokuthengiselana kwezezimali okubucayi okudinga usizo lwabasebenzi, abese ebacela ukuthi baxhumane nabameli bamafemu amakhulu omthetho omhlaba. Kamuva, azenza abameli bamafemu omthetho, ayala abasebenzi ukuthi bathumele imali enkulu.
25Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUBernstein: Izindleko zengqalasizinda yekhompyutha ye-OpenAI zingafinyelela ku-$614 billion ngo-2030, ngaphansi kwama-$750 billion abekade kubikwa
Umhlaziyi weBernstein u-Mark Moerdler ulinganisela ukuthi izindleko zengqalasizinda ezihambisana nezivumelwano zekhompyutha ezidalulwe yi-OpenAI zizohlanganisa cishe ama-$614 billion ngo-2030, ngaphansi kwama-$750 billion avame ukucashunwa emakethe. Izindleko zonyaka kulindeleke ukuthi zifinyelele esicongweni sama-$184 billion ngo-2031. Izinkampani ezinkulu zamafu zibhekene nengozi elinganiselwe yezinkontileka zesikhashana, kanti abahlinzeki abakhethekile bekhompyutha babhekene nengcindezi enkulu. #OpenAI# #算力#
26Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUmbiko we-Accenture udalula izinkomba ezingamanga nezifundo zamacala eziqanjiwe, inkampani iyaphika ukuthi kubangelwe ukuhalluza kwe-AI
Ukuhlaziywa kwe-GPTZero kuthole ukuthi umbiko othi 《跨越式发展》, owenziwe ngokubambisana yi-Accenture ne-IE University, unezinkomba ezingamanga ezingu-15 kanye nezifundo zamacala eziqanjiwe ngokuphelele. I-Accenture iyaphika ukuthi lokhu kubangelwe yi-AI, ithi kube yiphutha lomuntu futhi isalungisa lo mbiko. Phambilini le nkampani yake yaxwayisa ngokuthi abasebenzi abangasebenzisi i-AI “bazokhishwa”. #埃森哲AI幻觉#
27Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaImibiko ithi i-Anthropic isaqhubeka nezinhlelo zokungena emakethe yamasheya: ingaqongelela kufika ku-$100 billion, kodwa “i-IPO enkulu kunazo zonke emlandweni” isengaba nokungaqiniseki
Naphezu kokuntengantenga kwamasheya ezobuchwepheshe aseMelika, inkampani esafufusa ye-AI i-Anthropic isaqhubeka nezinhlelo zokungena emakethe yamasheya, ihlela ukuqongelela kufika ku-$100 billion. Inani layo lingehla kunalelo ebelilindelwe, futhi ingase ibe yi-IPO enkulu kunazo zonke emlandweni, kodwa i-CEO yayo ayihlosile ukudlula i-SpaceX. #AI企业上市#
28Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUmholi wemboni ye-IT eNdiya uyaxwayisa: I-AI ingenza kube nzima ngabaphothule iziqu abasanda kuphothula ukungena embonini yezobuchwepheshe
URajesh Nambiyar, umongameli weNational Association of Software and Service Companies yaseNdiya, uxwayisa ngokuthi kungase kube nzima kakhulu ngabaphothule iziqu abasanda kuphothula eNdiya ukungena embonini yezobuchwepheshe njengoba i-AI iqala ukuthatha imisebenzi eyisisekelo yokuhlela izinhlelo nokuhlola isofthiwe.
29Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUmmeli kaMusk osetshenziswa njalo uSpiro: I-AI ingenza amacala axazululwe ngokushesha noma adluliselwe enkantolo
USpiro uthe: “Ngicabanga ukuthi i-AI ingasusa izinyathelo eziningi ezingadingekile emsebenzini, kuhlanganise nowami. Ukususa lezi zinyathelo kungasiza ekutholeni amaqiniso nasekuhleleni ulwazi ngokushesha. Ngalolu lwazi, singanquma kusenesikhathi ukuthi icala kufanele lixazululwe ngokuvumelana yini noma liqhubeke kuze kube sekugcineni.”
30Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-Google imangalelwa abazali eMelika: Kusolwa ukuthi uGemini usize intombazane eneminyaka engu-13 ukwenza isu lokuzibulala
Umbhangqwana waseNorth Carolina, eMelika, umangalele i-Google. Ngaphambilini, indodakazi yabo eneminyaka engu-13 ibisebenzisa ithuluzi lobuhlakani bokwenziwa lenkampani izinyanga ezilandelanayo, ixoxa ngemicabango yokuzibulala kukhompyutha ephathekayo i-Chromebook eyayihlinzekwe yisikole.
31Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-CFO yakwa-OpenAI uFrear: Ukhetho lwamaphakathi e-United States kulo nyaka ngeke luthinte izinhlelo zenkampani ze-IPO
Ngesikhathi sendawo ngomhlaka-6, uFrear uthe ngesikhathi exoxwa bukhoma yi-CNBC: “Uyabona, sikhokhelwa amaholo abaphathi ukuze sibhekane nanoma yiziphi izimo ezingase zivele. Angicabangi ukuthi kukhona okube nomthelela omkhulu kithi.”
32Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhaya“I-IPO enkulu kunazo zonke emlandweni” ibhekene nezinselele: Kukhona ukungavumelani ngenani le-Anthropic emakethe yamasheya, kanti i-1.5 trillion dollars isabhekwa njengebiza kakhulu
I-Reuters ishicilele umbhalo izolo (ngoNovemba 6), ibika ukuthi uhlelo lwenkampani ye-AI i-Anthropic lokuqala ukuthengisa amasheya emphakathini (IPO) lubhekene nokungabaza kwabatshalizimali mayelana nenani layo. Abanye abatshalizimali bakholelwa ukuthi inani le-1.5 trillion dollars lisephezulu kakhulu. I-Anthropic yenqabile ukuphawula ngalokhu kungabaza.
33Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaKufika ku-10 billion USD okutshalwa kuyo: I-SK hynix isungula inkampani engaphansi yokutshala imali ku-AI eMelika, i-Hyaico, eholwa u-Choi Tae-won
I-SK hynix isungule inkampani engaphansi yokutshala imali ku-AI, i-Hyaico Corp, ehlela ukutshala imali efika ku-10 billion USD emkhakheni we-AI e-United States. U-Choi Tae-won uzoba ngusihlalo webhodi, kanti uMongameli uSong Hyun-jong uzoba yi-CEO. Le nkampani izokwakhiwa ngokuhlelwa kabusha kwe-SK hynix NAND Product Solutions. #SKhynix# #UkutshalwaKwezimaliKwe-AI#
34Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIBrightspeed ixoxisana ne-NVIDIA, ihlela ukuguqula izakhiwo zezokuxhumana ezindala ezingaphezu kuka-130 zibe izikhungo zedatha ezincane
IBrightspeed ixoxisana ne-NVIDIA ngohlelo lokuguqula lezi zakhiwo, eziningi zazo ezazisetshenziselwa ukuxhumana kwedatha nezwi. Kulindeleke ukuthi zinikeze amandla ekhompuyutha acishe abe yi-1 GW futhi zamukele amakhabethe e-Supermiro Vera Rubin NVL72 angaphezu kuka-2,200. Uma kuqhathaniswa nokwakha okusha, ukuguqula lezi zakhiwo kudinga izimvume ezimbalwa futhi kubhekana nokuphikiswa okuncane emiphakathini. #NVIDIA# #IzikhungoZedathaEzincane#
35Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaInguqulo yomuntu siqu ye-Doubao Work isuse umkhawulo wesabelo samahora angu-5
Ngemva kwalolu shintsho, abasebenzisi bomuntu siqu abasaboshiwe emkhawulweni wesabelo sesikhathi esifushane samahora angu-5. Bangahlela isikhathi sabo sokusebenzisa ngokuguquguqukayo ngokuhambisana nesigqi sabo somsebenzi, ngaphakathi kwesabelo samasonto onke. Isabelo samasonto onke neminye imithetho yokusebenzisa kusasebenza ngokohlelo oluhambisanayo. (I-Times Finance)
36Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-National Radio and Television Administration: ngo-2030, izinga lokusabalala kobuhlakani bokwenziwa embonini yezokusakaza nemidiya elalelwayo nebukwayo lizofinyelela ku-95% noma ngaphezulu
Kubalulekile ukuqaphela ukuthi umgomo wokuthi izinga lokusabalala kobuhlakani bokwenziwa embonini yezokusakaza nemidiya elalelwayo nebukwayo lifinyelele ku-95% noma ngaphezulu awusho ukuthi okuqukethwe okungu-95% noma ngaphezulu okubonwa izibukeli kuzoba okwenziwe yi-AI. #Kuvezwe imithetho emisha yezokusakaza: izinga lokusetshenziswa kwe-AI kufanele lifinyelele ku-95%#
37Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaU-CEO we-Honor u-Li Jian: Umncintiswano wezindawo zokungena ku-AI awuwona umdlalo we-zero-sum wezinsiza ezikhona; imboni kufanele ibuyisele ubukhosi bezindawo zokungena kubasebenzisi
U-CEO we-Honor u-Li Jian wethule inkulumo eyinhloko eNgqungqutheleni Yamanethiwekhi Eselula ka-2026 namuhla (ngoNovemba 6), wabelana ngemicabango yakhe ngokuthuthuka kwemboni enkathini yomnotho ohlakaniphile, egxile esihlokweni esithi “Ukubeka abasebenzisi phambili, ukwakha ngokubambisana izindawo zokungena, ukwakha ngokubambisana ukwethenjwa, nokudala ikusasa ngokubambisana.”
38Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-Cao Cao Chuxing iba umlingani wokuqala we-China Mobile kuhlelo lokuthutha ngamatekisi, i-12580 ibiza itekisi ngegama elilodwa le-AI
Ku-12580 Personal Intelligent Assistant, abasebenzisi akudingeki bashintshele kolunye uhlelo lokusebenza. Bangavele bachaze isidingo sabo sokuhamba ngolimi olujwayelekile, isibonelo bathi “Ngifuna ukubiza itekisi liye endaweni ethile”, ukuze kusebenze isevisi ye-AI yokubiza amatekisi ye-Cao Cao Chuxing. Bangaqinisekisa imininingwane yohambo, bakhethe uhlobo lwemoto namanani, futhi baqede ukukhokha ngokuzenzakalelayo ngaphakathi kwesixhumi esibonakalayo sengxoxo, ngaleyo ndlela kuqedelwe yonke inqubo kusukela ekuvezeni isidingo kuya ekutholeni isevisi yetekisi ngaphakathi kohlelo.
39Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-China Mobile ihlela ukutshala imali engaphezu kwezigidigidi eziyi-100 zama-yuan emandleni okucubungula ngonyaka ozayo, kanti amandla e-smart computing azophindaphindeka kabili eminyakeni emibili ezayo
I-China Mobile imemezele ukuthi ngo-2027 ihlela ukuqhubeka nokwandisa inani lokuthenga, okulindeleke ukuthi isamba sibe ngaphezu kwezigidigidi ezi-5000 zama-yuan, ukutshalwa kwezimali emandleni okucubungula kube ngaphezu kwezigidigidi eziyi-100 zama-yuan, kanti ukuthengwa nokuthengiswa kwamadivayisi kube ngaphezu kwezigidigidi eziyi-100 zama-yuan.
40Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-China Mobile: ukusetshenziswa kwedatha ku-inthanethi yeselula kulo nyaka kukhule ngo-18%, izinga lokukhula liphindwe kabili elangonyaka odlule; okuqukethwe okukhiqizwa yi-AI kukhuphule ukusetshenziswa kwedatha ngokuphindwe ka-5
Engqungqutheleni yanamuhla ka-2026 ye-Mobile Network kanye neNgqungquthela Yozakwethu be-China Mobile, i-China Mobile ithe ubuhlakani bokwenziwa buqhuba ukukhula okusheshayo kokusetshenziswa kwedatha kumanethiwekhi eselula.
41Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUsihlalo we-Intel e-China uWang Zhichong: Amakhabethe amandla ekhompyutha azofika entshonalanga ye-China, aguqule ugesi oluhlaza ube amathokheni endaweni
Kulo nyaka i-Intel iphinde yaletha imisebenzi ethakazelisa kakhulu, njengendlu yamandla ekhompyutha eluhlaza, okuyisixazululo esididiyelwe se-Intel sokugcina ugesi oluhlaza namandla ekhompyutha. Ngokuzayo lezi zindlu zamandla ekhompyutha zizoya entshonalanga ye-China, zihlanganiswe namandla amasha njengelanga nomoya, bese ziguqula amandla ekhompyutha abe amathokheni.
42Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaNgemva kokuba amawebhusayithi “eyinqamulele ukudla”, i-Anthropic ikhokha okokuqala ukuze inikezwe ilayisensi yokuqukethwe kwezindaba
La maqembu awazidalulanga izimiso zezimali noma isikhathi sesivumelwano. Phambilini i-Anthropic yayigcizelela ukuthi ukuqoqwa kwedatha ngama-crawler kuwukusetshenziswa okufanele. Manje uClaude uzokwazi ukubonisa imiphumela ye-Associated Press ngesikhathi sangempela ngobusuku bokhetho, okungase kuvale igebe lokungabi nolwazi olusha. #Anthropic# #AssociatedPress#
43Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaPhakathi kwamazwi okuphikisa, i-OpenAI iphinde yaqinisekisa ukuthi izokhokhela izindleko zikagesi zezikhungo zedatha, yathembisa ukubonisana nomphakathi nokudalula izinhlelo zokwakha
Njengoba kubhebhetheka ukuphikiswa kulo lonke elaseMelika mayelana nokusetshenziswa kukagesi namanzi kanye nomsindo wezikhungo zedatha, mhla zi-5 kuNovemba ngesikhathi sendawo, i-OpenAI yakhipha “Isivumelwano Sikazwelonke Somphakathi” kanye “nohlaka lwenqubomgomo lwezikhungo zamandla okucubungula.”
44Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUNokia ibikezela ukuthi ngo-2035 ubuhlakani bokwenziwa buzobe buqhuba cishe u-44% wethrafikhi yenethiwekhi emhlabeni wonke
UNokia ubikezela ukuthi ngo-2035 ubuhlakani bokwenziwa buzobe buqhuba cishe u-44% wethrafikhi yenethiwekhi emhlabeni wonke, kanti ithrafikhi yenethiwekhi yomhlaba wonke yanyanga zonke izokhula cishe ngokuphindwe kane uma iqhathaniswa no-2026, ifinyelele cishe ku-3,789 EB (ama-exabyte).
45Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUMongameli we-OpenAI u-Brockman: I-AI ingase yenze ukufa kube yinto umuntu angayikhetha
UMongameli we-OpenAI u-Brockman uthe eNgqungqutheleni Yezobuchwepheshe ye-Wall Street Journal i-AI izoletha intuthuko enkulu emkhakheni wezokwelapha ezinyangeni ezizayo eziyi-12-18, okungase kwenze ukufa kube yinto umuntu angayikhetha. Lo mbono uhambisana nesitatimende sika-Musk sangaphambilini sokuthi izixhumi zobuchopho nekhompyutha zingelula isikhathi sokuphila kwabantu. #AIphambili#
46Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-OpenAI imemezela ukuthengwa kwe-Pierre, yandisa amathuluzi e-Codex okuhlela, ukuqonda nokubuyekeza ikhodi angaphakathi enkampanini
I-OpenAI ithe amaphrojekthi omthombo ovulekile ka-Pierre azoqhubeka nokuba ngumthombo ovulekile. Ngemva kokuphothulwa kokuthengwa, amakhasimende azoqhubeka nokusebenzisa uhlelo luka-Pierre lokugcina i-Code Storage.
47Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIMeta ithenga inkampani esafufusa yokuhlela nge-AI i-Conductor, iqinisa ukungena emkhakheni wokuhlela ngama-agent
I-Conductor ivumela abasebenzisi ukuthi basebenzise ama-agent e-AI ezindaweni zokusebenza eziningi ezisebenza ngesikhathi esisodwa, ukuze basebenzisane ekusingatheni izingxenye ezahlukene zephrojekthi efanayo. Isevisi yayo yamafu izovalwa futhi isuse idatha yabasebenzisi mhla zingama-20 kuNovemba, kanti imisebenzi eyinhloko izoqhubeka kuze kube sekuqaleni konyaka ozayo. Umsunguli uHolz uzojoyina i-Meta Superintelligence Labs. #Meta收购Conductor# #AI编程#
48Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUMongameli we-OpenAI u-Brockman: Iningi lemali engenayo yenkampani manje livela kumakhasimende ezinkampani, izoba sesimweni sokungena emakethe yamasheya ngonyaka ozayo
UMongameli we-OpenAI uGreg Brockman uthe iningi lemali engenayo yenkampani njengamanje livela emabhizinisini amakhasimende ezinkampani, futhi iphusha kakhulu i-ejenti ehlakaniphile i-Codex ukuze iqhudelane ne-Anthropic. Ukholelwa ukuthi i-OpenAI izohlangabezana nemibandela yokufakwa emakethe yamasheya ngo-2027, kanti inkampani iphinde isheshise ukuqhubekisela phambili ukuthola uxhaso lwezimali ngosizo lokukhula kwebhizinisi. #Izindaba zakamuva ze-OpenAI#
49Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaOwayengumongameli we-Uber uJill Hazelbaker ujoyina i-OpenAI: unomlando kwezepolitiki zaseMelika, uba yiSikhulu Esiphezulu Sezindaba Zebhizinisi
Ngaphambi kokujoyina i-OpenAI, uJill ubengumongameli kanye neSikhulu Esiphezulu Sezindaba Zebhizinisi kwa-Uber, ephethe ukuhola amaqembu enkampani ezokuxhumana emhlabeni wonke, ezokumaketha, ezinqubomgomo zomphakathi, ezokuphepha kanye nezabasebenzi.
50Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaU-Li Bin wakwa-NIO: njengamanje, izimoto zikagesi ezihlakaniphile yizona ejenti ezinomzimba ezithunyelwa ngobuningi kakhulu
Esithangamini sosomabhizinisi be-inthanethi e-Wuzhen seNgqungquthela Yomhlaba Ye-inthanethi yango-2026, u-Li Bin, umsunguli, usihlalo kanye ne-CEO yakwa-NIO, wabelane ngemibono yakhe ngalo mkhakha. Uthe njengamanje izimoto zikagesi ezihlakaniphile yizona ejenti ezinomzimba ezithunyelwa ngobuningi kakhulu. U-Li Bin ukholelwa ukuthi izimoto zikagesi ezihlakaniphile seziphenduke imboni enkulu kunazo zonke yezinhlelo ze-AI. #IzimotoEzihlakaniphileEzixhumene# #NIO#
51Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaU-Wang Xingxing we-Unitree ubikezela izinsiza eziyinhloko ezi-5 zomhlaba wesikhathi esizayo: idatha, amandla ekhompyutha, ama-chip, amandla namaminerali
Ngokombiko we-China News Service, u-Wang Xingxing, umsunguli we-Unitree Robotics, uthe eForamu Yosomabhizinisi Be-inthanethi eNgqungqutheleni yase-Wuzhen yoMhlangano Womhlaba We-inthanethi ka-2026 ukuthi izinsiza eziyinhloko kakhulu emhlabeni wesikhathi esizayo kuzoba idatha, amandla ekhompyutha, umthamo wokukhiqiza ama-chip, amandla namaminerali. U-Wang Xingxing uphinde wathi maningi amathuba okuthi unyaka ozayo ube yindawo ebalulekile embonini yamarobhothi noma kumamodeli amarobhothi. #U-WangXingxingUbikezelaIzinsizaEziyinhlokoEzi-5Zomhlaba
52Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhaya“Ubaba Ongumsunguli we-AI” uHinton: kungenzeka kwenzeke ingozi yaseChernobyl emkhakheni wobuhlakani bokwenziwa kule minyaka emibili ezayo
UHinton ukholelwa ukuthi ubuhlakani bokwenziwa bunamandla okuletha ikusasa elihle esintwini, kodwa izingozi ezinkulu obuzifihlekile zingase zimholele nasekucabangeni ukuthi lobu buchwepheshe bekungafanele busungulwe kwasekuqaleni.
53Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-AMD ibambisana ne-FuriosaAI ne-MangoBoost ukwakha iqoqo eliyisibonelo lekhompyutha ye-AI ehlukahlukene
Leli qoqo lizohlanganisa ama-CPU nama-GPU e-AMD, i-RNGD NPU ye-FuriosaAI kanye ne-BoostX DPU ye-MangoBoost, lithuthukise ukusebenza kahle kokusetshenziswa kwamandla ekhompuyutha sekukonke.
54Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaInombolo yokuqala emhlabeni ngabasebenzisi abasebenza masonto onke: I-OpenAI ithi iNdiya isidlule eMelika, yaba imakethe enkulu yabathengi be-ChatGPT
Umqondisi ophethe we-OpenAI eNdiya, uSingh, uthe inani labasebenzisi be-ChatGPT abasebenza masonto onke eNdiya selidlule elaseMelika, futhi seliphindeke kabili kusukela ngoJanuwari. Iphakheji ye-ChatGPT Go enenani eliphansi ibe negalelo elikhulu, kanti ukukhula kwesikhathi esizayo kuzogxila esiHindi, ezilimini zendawo nasezicini zezwi. Ukuze ihlangabezane nesidingo, i-OpenAI isebenza ne-TCS ukukhulisa umthamo wekhompyutha eNdiya. #ChatGPT# #OpenAI#
55Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaKubikwa ukuthi i-ByteDance izokhawulela kakhulu abasebenzi ekusebenziseni i-Claude, i-Codex nezinye izinsiza ngaphakathi kwenkampani ngezindleko zabo
Kubikwa ukuthi kusukela kule nyanga, i-ByteDance izovimba ukufinyelela kwe-AI yangaphandle kuzo zonke izinqolobane zekhodi nezincwadi ze-Feishu ezisezingeni le-L4, futhi lokhu kuzosebenza kuyo yonke inkampani. Ama-akhawunti e-AI athengwe abasebenzi ngokwabo ngeke esakwazi ukusetshenziswa.
56Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIjubane lokuthuthuka nokusetshenziswa kobuhlakani bokwenziwa eShayina kuhamba phambili emhlabeni
Ngokombiko we-CCTV News wanamuhla, iKhomishana Kazwelonke YezokuThuthukiswa Nezinguquko ibambe namuhla (mhla ka-3) ingqungquthela yezindaba yochungechunge ethi “Ukuqhubekela phambili no-‘Uhlelo Lweminyaka Emihlanu Lweshumi Nanhlanu’”. Kuthiwe ijubane lokuthuthuka kobuhlakani bokwenziwa eShayina kanye nezinga lokusetshenziswa kwabo kuhamba phambili emhlabeni. UWang Ruomeng, iphini lomqondisi woMnyango Wokusungula Nobuchwepheshe Obuphezulu wale khomishana, uthe ubuhlakani bokwenziwa busuka ezindaweni zokucwaninga buya ezimbonini, emasimini nasemahhovisi. #UbuhlakaniBokwenziwa# #UkukhiqizaOkuhlakaniphile#
57Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaTrendForce: Amanethiwekhi e-AI nokuxhumana phakathi kwamadivayisi kuyaqhubeka nokukhula cishe ngokuphindwe kabili, inani lokukhiqizwa ngo-2027 liyi-2798 izigidi eziyikhulu zamadola aseMelika
I-Scale-up yokuxhumana okushesha kakhulu phakathi kwama-chip e-AI izoba nokukhula okushesha kakhulu, futhi kulindeleke ukuthi ithathe u-24% wenani lokukhiqizwa kwamanethiwekhi e-AI.
58Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIzwe lethu liqhubekisela phambili inqubo yokwenza iNhlangano Yomhlaba Wonke Yokubambisana Kwezobuhlakani Bokwenziwa isebenze ngokugcwele, amazwe angu-38 asejoyine njengamalungu asungula
Emhlanganweni wabezindaba wanamuhla weKhomishana Kazwelonke YezokuThuthukiswa Nezinguquko, isikhulu esifanele siveze ukuthi izwe lethu liqhubekisela phambili inqubo yokwenza iNhlangano Yomhlaba Wonke Yokubambisana Kwezobuhlakani Bokwenziwa isebenze ngokugcwele, kanti amazwe angu-38 asejoyine njengamalungu asungula. Izwe lethu lizosebenzisa iSinyathelo Somhlaba Wonke Sokubusa Ubuhlakani Bokwenziwa, liqinise ukuxhumana kwezinqubomgomo nokubambisana okusebenzayo nazo zonke izinhlangothi, likhuthaze ubuhlakani bokwenziwa obuvulekile nobuzuzisa wonke umuntu, futhi lakhe ngokushesha imiphumela yokubambisana esebenzayo nefinyeleleka kalula. #UkubusaKwe-AIEmhlabeni#
59Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-CEO yeStandard Chartered uWinters ukhuluma ngomthelela we-AI emisebenzini: ukwesaba kukhona ngempela, ukuqeqeshwa kuyikhambi
I-CEO yeStandard Chartered uWinters uthi ukwesaba kwezimboni zamabhange nge-AI kukhona ngempela. Kule minyaka engu-11 edlule, leli bhange ligcine inani labasebenzi lizinzile ku-100 000; nakuba i-automation isuse imisebenzi engu-25 000, iphinde idale eminye emisha. Kuze kube ngu-2030, lizonciphisa eminye imisebenzi engaphezu kuka-15% ezindimeni zokweseka ezingemuva, kodwa lithembisa ukuqeqeshwa kwamakhono nokusiza abasebenzi bathuthele kwezinye izikhundla. #StandardChartered# #UmthelelaWeAIEmsebenzini#
60Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaKubikwa ukuthi u-50% wemali engenayo phesheya kwemodeli ka-ByteDance yokukhiqiza amavidiyo i-Seedance uvela ezimakethe zakwamanye amazwe; i-Tencent ne-B站 bangamakhasimende amakhulu e-China
Abantu abanolwazi ngalolu daba baveze ukuthi, ngokusetshenziswa kwama-Token nemali engenayo etholakalayo, i-Tencent iphakathi kwamakhasimende amathathu aphezulu e-Seedance e-China, kanti i-B站 iphakathi kwabayishumi abaphezulu — izinkampani ezinkulu ze-inthanethi seziqala ukuthenga i-Seedance ngobuningi.
61Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-CEO ye-Morgan Stanley: Ukusetshenziswa kwemali kwe-capital emkhakheni we-AI kungafinyelela ku-$10 trillion kuya ku-$15 trillion eminyakeni eyishumi ezayo
UTed Pick utshele iNgqungquthela Yesihlanu Yabaholi Bezezimali Bamazwe Ngamazwe Yokutshalwa Kwezimali ukuthi ukuxhaswa kwengqalasizinda ye-AI kuhilela ukuncika okuyinkimbinkimbi phakathi kwamalabhorethri e-AI, abakhiqizi bama-chip, izinkampani zokwakha nabahlinzeki bamandla. U-CEO we-Goldman Sachs uSolomon yena ukholelwa ukuthi isidingo samandla okubala sisadlula ukunikezwa, kanti ungqimba lwezinhlelo zokusebenza luzokhipha inani elikhulu nakakhulu. #AI投资# #摩根士丹利#
62Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUSekela Sihlalo we-JPMorgan Chase uDaniel Pinto: Ukulinganiswa komkhakha we-AI kusephezulu, kulindeleke ukwehla
Uthe izinkampani ze-AI kumele zifakazele ukuthi izinga elikhulu kangaka lokutshalwa kwezimali kanye nokulinganiswa kwamanje kuyafaneleka. Ijubane lamanje kungenzeka lishesha kakhulu. UPinto uthe imboni ye-AI ingase ibhekane “nokwehla”.
63Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIndoda isebenzise i-AI ukuqhekeza i-API yesikhulumi se-AI: ama-akhawunti angaphezu kwezigidi ezi-4 asetshenziselwa ukuqoqa amaphuzu, yeba amandla okubala iwathengise, yagwetshwa iminyaka engu-3 ejele, kwabe sekumiswa isigwebo iminyaka engu-3
Ngemuva kokuthi iHhovisi Lomshushisi Lesifunda sase-Xuhui lifake icala, iNkantolo Yesifunda sase-Xuhui igwebe uZong iminyaka emithathu ejele, kwamiswa isigwebo iminyaka emithathu, kanye nenhlawulo engu-40 000 yuan yaseChina, ngecala lokuthola ngokungemthetho idatha yesistimu yolwazi lwamakhompyutha.
64Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIKhomishana Kazwelonke YezokuThuthukiswa Nezinguquko: Qinisa ukuqapha nokuxwayisa kusenesikhathi ngengozi yokushintshwa kwemisebenzi yi-AI, uhlinzeke ngokuvikeleka komphakathi okuyisisekelo nokufinyeleleka kubo bonke
UWang Ruomeng, iphini lomqondisi woMnyango Wokusungula Nobuchwepheshe Obuphambili weKhomishana Kazwelonke YezokuThuthukiswa Nezinguquko, uthe mayelana nengozi yokushintshwa kwemisebenzi yi-AI ekhathaza umphakathi, kufanele kuqiniswe ukuqapha nokuxwayisa kusenesikhathi, kuqiniswe ukuxhumana phakathi kohlelo lokuvikeleka komphakathi nezinguquko ekwakhekeni kwemisebenzi nasezindleleni zokusebenza, futhi kuhlinzekwe ngokuvikeleka komphakathi okuyisisekelo nokufinyeleleka kubo bonke.
65Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-OpenAI ibhekisa kwabazongenela ukhetho lukamongameli waseMelika lwango-2028: I-AI izoba yindaba ebalulekile okufanele iphendulwe
UChris Lehane, isikhulu esiphezulu se-OpenAI kwezindaba zomhlaba wonke ophethe ezokunxenxa, utshele ngasese abantu abacabanga ukungenela ukhetho lukamongameli waseMelika lwango-2028 ukuthi i-AI izoba yindaba ebalulekile ezonquma umkhankaso wokhetho lukamongameli ozayo.
66Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUMusk uphendula ngokusetshenziswa ngokushesha kwesabelo se-Grok Bot: izindleko zesevisi ziphezulu kangangokuthi azisakwazi ukuqhubeka
Muva nje abasebenzisi abaningi babike ukuthi isabelo se-Grok Bot sisetshenziswa kakhulu kunalokho obekulindelekile. UMusk uphendule wathi izindleko zesevisi ziphezulu kakhulu uma ziqhathaniswa nemali engenayo, kangangokuthi akusakwazi ukuqhubeka; ukwehlisa isabelo kuyisinqumo esinengqondo. Abasebenzisi abakhokhelayo bale sevisi ngesonto bafinyelele ku-800 000, futhi izofakwa ephaketheni elisha lokubhalisa le-X. #IngxabanoNgesabeloSe-GrokBotKaMusk#
67Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaNike abathengi abangochwepheshe “ngomcwaningi we-AI”, i-Aliyun ikhipha indawo yokusebenza yocwaningo lokutshalwa kwezimali i-Qovest
Umsebenzisi udinga nje ukuchaza isidingo ngomusho owodwa, bese i-Qovest izosesha idatha, iqoqe ulwazi, yenze umbiko, futhi iqhubeke nokulandelela ngokwemvamisa ebekiwe. Imiphumela yocwaningo izogcinwa endaweni yocwaningo lokutshalwa kwezimali, ukuze ucwaningo luqhubeke, kuphele ukuphendulana kombuzo kanye kuphela. #阿里云Qovest#
68Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-Abu Dhabi ne-OpenAI basayine izivumelwano ezine zokubambisana emikhakheni kahulumeni, yamandla kanye nokutshalwa kwezimali
Ihhovisi Lezindaba lase-Abu Dhabi limemezele ngokusemthethweni ukuthi uKhalid, iNkosana Yomqhele yase-Abu Dhabi, uhlangane noSam Altman, Isikhulu Esiphezulu se-OpenAI. La maqembu axoxe kabanzi ngokujulisa ukubambisana kwamasu emkhakheni wobuhlakani bokwenziwa.
69Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIsikhondlakhondla sikawoyela i-Saudi Aramco sithenga amasheya angu-49% enkampanini yezobuhlakani bokwenziwa yasekhaya i-HUMAIN
I-Saudi Aramco ihlela ukwenza lolu tshalomali ngokudlulisela izimpahla ezibalulekile zobuhlakani bokwenziwa kanye nokufaka imali elinganiselwa ku-9.9 billion wama-riyal aseSaudi
70Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaInqubekelaphambili Yokwakha I-AI Valley Yeqembu Le-Hyundai Motor Ngotshalomali Olucishe Lube Amawon Ayizigidi Eziyizigidi Ezingu-9: Kuhlelwe Ukusungulwa Kwezinkampani Ezintsha Ezimbili Ezizobhekelela Ukwakhiwa Kwengqalasizinda Ye-AI Nokusebenza Kwezinsizakalo Zamandla E-GPU Ngokulandelana
Lesi sikhungo sedatha siyiphrojekthi eyinhloko esekela i-AI Valley yaseNew Saemangeum, eyakhiwa yiHyundai Motor Group eGunsan, eNingizimu Korea, ngotshalomali olucishe lube amawon ayizigidi eziyizigidi ezingu-9.
71Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaKubikwa ukuthi izibuko zokuqala ze-AI zakwa-Samsung zizofika eNingizimu Korea nase-United States maphakathi noDisemba, zizoncintisana ne-Meta emakethe?
Izibuko zokuqala ezihlakaniphile ze-AI zakwa-Samsung kuthiwa zizobizwa okwesikhashana nge-Intelligent Eyewear. Zizosebenzisa iprosesa i-Qualcomm Snapdragon AR1 Gen 1, azinasikrini futhi zisebenzisa ukuxhumana ngezwi. Ukwethulwa kokuqala ngeke kufake izimakethe ezinjenge-China; ububanzi bokunwetshwa buzohlolwa kamuva ngokwempendulo yabasebenzisi.#Samsung#
72Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-OpenAI izoqala maduze umkhankaso omkhulu wobudlelwano nomphakathi, icabangela ukuqamba kabusha izikhungo zedatha ngokuthi “amapaki amandla okubala e-AI”
I-OpenAI ihlela ukuqinisa ukuxhumana nomphakathi ngemuva kokhetho lwaphakathi nesikhathi, yenze imingcele yejubane lokuthuthukiswa kwe-AI, ikhuthaze iMelika ukuthi ibambe iqhaza ekwakheni izindinganiso zomhlaba wonke, futhi iguqule isithombe sezikhungo zedatha ngenkulumo entsha ethi “amapaki amandla okubala e-AI”. #OpenAI##AI算力园区# Phambilini i-Amazon ne-Microsoft zazithembise ukuthi ngeke zisasebenzisa izivumelwano zokugcinwa kwemfihlo ukuqhubekisela phambili amaphrojekthi ahlobene nalokhu.
73Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-OpenAI, i-Google, i-Microsoft ne-Anthropic zihlanganyela ekusebenziseni izinga lokuphuma ekuqoqweni kwedatha ye-AI
Leli zinga laphakanyiswa ku-IETF nguKevin Kelley, umholi wezobuchwepheshe kwa-Anthropic, futhi lizohlanganiswa ku-robots.txt. Abashicileli bokuqukethwe bazokwazi ukumemezela kanye kuphela izintandokazi zabo zokusetshenziswa kokuqukethwe yizinkampani eziningi ze-AI. I-Anthropic isivele ilamukele, i-OpenAI ihlela ukulisebenzisa ezinyangeni ezizayo, kanti i-Google ne-Microsoft kulindeleke ukuthi balisekele ngonyaka ozayo. #UkuqoqwaKwedathaYe-AI##robots.txt#
74Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaPhakathi kokugcwala kwama-CV e-AI, abafuna umsebenzi besizukulwane u-Z baqala ukukhathazeka ngokuthi “babukeka njenge-AI” futhi ngeke baphumelele ekuhlolweni kokuqala
Ucwaningo lwenkundla yokuqasha i-Greenhouse lubonisa ukuthi iningi labafuna umsebenzi lithola izincwadi zokwenqatshwa ekuhlolweni kokuqala kwe-AI, kanti ukufana kwama-CV alungiswe yi-AI kuphezulu. Bobabili abaqashi nabafuna umsebenzi bakholelwa ukuthi izinqubo zamanje zinezinkinga futhi kudingeka ngokuphuthumayo indlela yokuncintisana enobulungisa. #AI招聘#
75Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaAbafundi mbumbulu be-AI bakhwabanisa imali mboleko ebiza izigidi eziyizinkulungwane ezingu-2 zama-dollar, uMnyango Wezobulungiswa waseMelika uphenya ngokuphuthumayo
Ngokusho kwalesi sikhungo, abantu abenza ubugebengu basebenzisa imininingwane eyebiwe ukufaka izicelo zemali mboleko yabafundi, bese besebenzisa ubuhlakani bokwenziwa ukuqedela izicelo, benze abafundi mbumbulu babonakale sengathi babamba iqhaza ezifundweni eziku-inthanethi.
76Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaImidlalo ye-AI epulatifomu i-Roblox idlule ku-70 000, imidlalo engaphezu kuka-80% kwengu-100 ehamba phambili isebenzisa i-AI ekuthuthukisweni
Ngokombiko we-Roblox wekota yesithathu yonyaka wezimali ka-2026, abasebenzisi abangaphezu kuka-500 000 sebevele basebenzisa ithuluzi le-Build. Imidlalo ye-AI epulatifomu isingaphezu kuka-70 000, kanti imidlalo engaphezu kuka-80% kwengu-100 ehamba phambili isebenzisa i-AI ekuthuthukisweni. Imidlalo emi-2 ecishe yadalwa ngokuphelele yi-AI nayo ingene kwabangu-20 abahamba phambili ngenani labadlali abaku-inthanethi ngesikhathi esisodwa. #Roblox# #AI游戏#
77Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUsihlalo woMkhandlu Wabeluleki BeSayensi Nobuchwepheshe e-White House yaseMelika: I-Anthropic ingase ibe yinkampani enkulu kunazo zonke emlandweni wobungxiwankulu
USacks uhlaziye ifayela le-S-1 le-Anthropic ku-podcast i-All-In, wathi isidingo semali ye-IPO singaphansi kwalokho obekulindelwe, inkampani inemali eyanele futhi isebenzisa imali ngendlela emangalisayo. #Anthropic##AI投资# Abasunguli abayisikhombisa balawula u-50.1% wamalungelo okuvota ngamasheya ohlobo F, kanti inkampani ilindele ukuthi i-ARR ifinyelele ku-100 billion USD ngo-2026.
78Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIngqalasizinda ye-AI ivusa umjaho wezikhali: IMicrosoft, iGoogle, iOracle nezinye izikhondlakhondla zithembisa ukutshala ngaphezu kuka-$3 trillion
Ukwakhiwa kwengqalasizinda ye-AI kusazoheha izimali ezinkulu. Izikhondlakhondla ezinhlanu kwezobuchwepheshe, i-Alphabet, iMeta, iMicrosoft, i-Amazon ne-Oracle, zithembise ukutshala ngaphezu kuka-$3 trillion eminyakeni ezayo emikhakheni efana nezikhungo zedatha (okulingana cishe no-¥20.01 trillion ngezinga lokushintshisana lamanje).
79Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaNgaphambi nje kwe-IPO enkulu kunazo zonke emlandweni, i-Blackstone ishintsha ngokungazelelwe ithi i-Anthropic ingase ingasitholi isilinganiso sesikweletu sezinga lotshalomali
I-Blackstone Group itshele abatshalizimali ukuthi i-Anthropic ingase ingasitholi ngokushesha isilinganiso sesikweletu sezinga lotshalomali ngemva kokungena emakethe yamasheya. Lokhu kuphambene nalokho i-Blackstone eyayikushilo ngaphambilini, futhi kwenza kube nzima nakakhulu ukuthi i-Anthropic ithole izimali zokuxhasa izindleko zayo ezinkulu.
80Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-Intel ne-Reddit zombili zehle cishe ngengxenye yesithathu, usuku lokugcina lokuhweba lwaseMelika ngo-Okthoba luphele “kabuhlungu”
Ngomhlaka-30 ngesikhathi sendawo, i-Nasdaq Composite iqophe ukwehla okukhulu ngosuku olulodwa kusukela ngoJuni. Amasheya e-Intel nenkundla yezokuxhumana i-Reddit womabili ehle ngo-29%, kanti i-SanDisk, engomunye wabahlomuli ababalulekile bezinga lokutshalwa kwezimali kwingqalasizinda ye-AI, nayo yehle ngo-13%.
81Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIngabe umdlandla we-AI uyaphola? Kubikwa ukuthi i-OpenAI yehlise umgomo wayo wakamuva wokuqongelela imali ngamabhiliyoni angu-10 amadola aseMelika, ukwehla ngo-33%
I-Financial Times (FT) ishicilele umbiko namuhla (mhla zingama-31 kuMfumfu), ithi i-OpenAI, inkampani ethuthukise i-ChatGPT, yehlise umgomo wayo womjikelezo wakamuva wokuqongelela imali. Umgomo wokuqala wamabhiliyoni angu-30 amadola aseMelika (inothi le-IT之家: ngokwezinga lokushintshanisa imali lamanje, cishe ama-yuan ayizigidi eziyizinkulungwane ezingu-200.087) wehliswe ngamabhiliyoni acishe abe ngu-10 amadola aseMelika (ngokwezinga lamanje, cishe ama-yuan ayizigidi eziyizinkulungwane ezingu-66.696). Njengamanje ifuna ukuqongelela cishe amabhiliyoni angu-20 amadola aseMelika (cishe ama-yuan ayizigidi eziyizinkulungwane ezingu-133.391 ngokwezinga lamanje) ngenani lenkampani elilinganiselwa ku-1.25 trillion yamadola aseMelika (cishe ama-yuan ayizigidi eziyizinkulungwane ezingu-8.34 ngokwezinga lamanje)
82Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaKurekhodwe ukukhula izinsuku ezingu-16 zilandelana: Abasebenzisi bansuku zonke be-Grok Bot badlule ku-600 000, uMusk uthi ijubane “alikaze libonwe”
Isikhungo sezindaba zobuchwepheshe i-tikr sishicilele umbhalo izolo (Okthoba 30), sibika ukuthi umsizi we-AI i-Grok Bot wenkampani i-SpaceXSI ephethwe yindoda ecebe kunabo bonke emhlabeni, u-Elon Musk, ungene esikhathini sokukhula okukhulu. Ukukhula kuqhubeke izinsuku ezingu-16 zilandelana, kanti abasebenzisi abasebenzayo bansuku zonke bakhule ngaphezu kokuphindwe kayisithupha esikhathini esingaphansi kwezinyanga ezimbili.
83Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIsikweletu “esifihlekile” sakusasa se-Anthropic sicishe sifinyelele ku-900 billion USD, imininingwane efihlekile efayilini le-IPO enkulu kunazo zonke emlandweni wesintu
Ifayela lokwethulwa libonisa ukuthi i-Anthropic ihlela ukungena esikweletini esicishe sibe ngu-9,000 billion USD ngokutshalwa kwezimali kwesikhathi esizayo kumaseva, ezakhiweni nakugesi (inothi le-IT之家: ngokwezinga lokushintshisana lamanje, cishe u-6 trillion yuan), okudlula kude izikweletu zesikhathi esifushane ezibikiwe esitatimendeni sezimpahla nezikweletu.
84Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUmuntu owadalula umkhonyovu “kaSteve Jobs wesifazane” uxwayisa: Ukushisa kwe-AI kungase kuveze enye i-Theranos
UTyler Shultz, owabamba iqhaza ekudaluleni ihlazo lokukhohlisa kwenkampani yaseMelika yokuhlola igazi i-Theranos, usanda kuxwayisa ngokuthi ukushisa kokutshalwa kwezimali ku-AI kwakha izimo zokuvela komunye umkhonyovu ofana nowase-Theranos.
85Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-Google imemezele ingqophamlando ye-“Hello World”: I-TPU esezingeni lesikhungo sedatha esebenza emzileni inikeze impendulo yokuqala ye-AI, yakha i-haiku
Ngesikhathi onjiniyela abasemhlabeni bethumela umyalo wokuqala kuleli sonto, bacele imodeli ye-Google DeepMind i-Gemma 4, efakwe kusengaphambili kusathelayithi, ukuba yakhe i-haiku emayelana nokuba semkhathini.
86Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaKubikwa ukuthi inkampani yaseNdiya ye-AI i-AM Intelligence ifuna uxhaso lwezimali olungama-dollar ayizigidi eziyizinkulungwane ezingu-3 ukuze i-ode ama-chip e-NVIDIA
I-AM Intelligence yamemezela ngo-Agasti ukuthi i-ode ama-chip e-NVIDIA Vera Rubin kuphrojekthi ebiza ama-dollar ayizigidi eziyizinkulungwane ezingu-80 (cishe ama-yuan ayizigidi eziyizinkulungwane ezingu-53.415 ngokwezinga lamanje lokushintshanisa imali), ngethemba lokuba phakathi kwezinkampani zokuqala e-Asia ezizosebenzisa la ma-chip.
87Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-AI turret yesibhamu ingene empini e-Ukraine, ikwazi ukuvimba ngokunembile ama-drones andiza ngesivinini esikhulu
I-Ukraine isifake enkundleni yempi i-turret yesibhamu elawulwa yi-AI, ekwazi ukuzitholela nokukhiya okuqondiwe, ivimbe ngokunembile ama-drones aseRussia andiza ngesivinini esikhulu ochungechungeni lwe-“Geranium” ne-“Shahed”. Kuhlelwe ukwandisa ukuthunyelwa kwayo. #I-Ukraine#
88Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUMongameli webutho lezokwelapha le-Huawei uFan Jie ucacisa ukuthi “i-Huawei ayenzi mithi”, futhi inethemba lokuba yisisekelo sobuchwepheshe somkhakha wokwenza imithi nge-AI
Mayelana nokukhathazeka komphakathi ngokuthi i-Huawei izongena yini ngokuqondile ocwaningweni lokuthuthukiswa kwemithi, uFan Que, uMongameli webutho lezokwelapha le-Huawei, uthe: “I-Huawei ayenzi mithi, futhi ayenzi namaphayiphi ocwaningo.” I-Huawei inethemba lokusebenzisa amandla ayo emkhakheni wekhompuyutha, ezokuxhumana kanye nobuhlakani bokwenziwa, inikeze izinkampani zemithi, izikhungo zocwaningo kanye nezinkampani ezenza imithi nge-AI amandla ekhompuyutha, isitoreji, amanethiwekhi, uchungechunge lwamathuluzi namandla okuphatha idatha, ukuze ibe yisisekelo sobuchwepheshe kanye nomsekeli wesimiso semvelo somkhakha wokwenza imithi nge-AI. #IbuthoLezokwelaphaLeHuaweiAyenziMithi#
89Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaInhloko ye-Instagram u-Mosseri uyavuma ukuthi umphakathi ngokuvamile uyayizonda i-AI, kulindeleke ukuthi isimo siqhubeke siba sibi
Uthe: “Isimo asigcini nje ngokuba sibi kakhulu, kodwa sizoqhubeka siba sibi. Eminyakeni embalwa ezayo, ukunganeliseki nentukuthelo yabantu nge-AI kuzokhula nakakhulu, okunye kunesizathu esiqinile, okunye kungenaso. Abantu abaningi bazobhekana nobunzima, futhi abathintekayo akubona kuphela abasebenza kule mboni.”
90Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUmthelela we-AI unciphisa isidingo semisebenzi yokuhlela esezingeni lokuqala, kwehla kakhulu abafundi ababhalisela izifundo zesayensi yamakhompyutha emanyuvesi aseMelika
Ngokombiko we-Bloomberg, ngenxa yokuthi i-AI ithinta imisebenzi yokuhlela esezingeni lokuqala futhi kwanda ubunzima babafundi abasanda kuphothula ekutholeni umsebenzi, kwehle kakhulu inani labafundi ababhalisela izifundo zesayensi yamakhompyutha emanyuvesi aseMelika. Eminyakeni emibili, abafundi abenza iziqu ze-bachelor banciphe ngo-18.4%, kanti abafundi abenza iziqu ze-postgraduate banciphe ngo-27.1%.#UmthelelaWeArtificialIntelligenceEmisebenzini#
91Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUhulumeni waseNingizimu Korea uzotshala ama-won ayizigidigidi ezi-5, usekele ukusabalaliswa kwe-Physical AI emabhizinisini amancane naphakathi
Uhulumeni waseNingizimu Korea uhlela ukutshala okungenani ama-won ayizigidigidi ezi-5 ngo-2030 (okulingana cishe nama-yuan ayizigidigidi ezingama-25.145 ngokwezinga lokushintshisana lamanje), ukuze ukhuthaze amabhizinisi amancane naphakathi akhiqizayo ukuthi asebenzise i-Physical AI. Nge-“3X Strategy”, ehlanganisa izinguquko ezintathu kwezokwenza idijithali, ubuhlakani bokwenziwa namarobhothi, uhulumeni uhlose ukukhuphula izinga lokusetshenziswa kwe-AI emabhizinisini amancane naphakathi akhiqizayo lisuke ku-1% liye ku-10%.
92Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUTang Daosheng wakwaTencent: I-WorkBuddy isivele ihlanganisa u-50% wezinkampani eziphezulu ezingu-500 e-China
I-WorkBuddy izovula ngokuphelele ukwakheka komkhiqizo, futhi isekele ama-Agent akhiwe yizinkampani kanye nama-Agent ezinkampani zangaphandle avela ku-ecosystem, okuhlanganisa nokuxhumeka kwezinhlelo ze-IM zezinkampani zangaphandle.
93Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaInkampani yaseKorea esafufusa yama-chip i-FuriosaAI iphonsela inselelo i-Nvidia: Ngemva komjikelezo omusha woxhaso, inani layo liphindeke kabili laya ku-2.9 billion dollars
I-FuriosaAI imemezele ukuthi iqoqe ama-dollar ayizigidi ezingu-620 emzuliswaneni woxhaso we-D, abatshalizimali behlanganisa i-Infinitum Partners yase-United States. Isikhwama Sikazwelonke Sokukhula saseKorea sitshale ama-dollar ayizigidi ezingu-280, kanti abatshalizimali baphesheya batshale isamba sama-dollar ayizigidi ezingu-110, okuhlanganisa i-Jericho Capital, i-Worldline Capital, i-QUDA Capital yaseSingapore kanye ne-NeoFort Holding yase-Abu Dhabi.
94Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUkusetshenziswa kukagesi kwezikhungo zedatha ze-AI kwanda kakhulu, impumelelo yokunciphisa ukukhishwa kwegesi emkhakheni kagesi waseMelika ingase iqedwe
Ukuhlaziywa kwangaphakathi kwe-Sierra Club, inhlangano yezemvelo yaseMelika, kuveza ukuthi ukwakhiwa kwezikhungo zamandla ezisebenzisa uphethiloli wezinsalela, okukhuthazwa yisidingo sokuhlinzeka izikhungo zedatha ze-AI ngogesi, kungase kuqede impumelelo yokunciphisa ukukhishwa kwamagesi abamba ukushisa emkhakheni kagesi waseMelika eminyakeni engu-15 edlule.
95Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaKubikwa ukuthi uMnyango Wezobulungiswa waseMelika usuphenya ukuthengwa kwe-Hugging Face yi-NVIDIA ngama-dollar aseMelika ayizigidi eziyizinkulungwane ezingu-12.93
I-NVIDIA ike yathi lokhu kuthengwa kulindeleke ukuthi kuqedwe engxenyeni yokuqala ka-2027, yagcizelela nokuthi i-Hugging Face izoqhubeka ivulekile, ihambisane futhi isekele ukubambisana kwe-ecosystem kwezinhlobo ezihlukahlukene zama-chip, izinsizakalo zamafu kanye nabahlinzeki be-AI.
96Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-Amazon AWS ne-FIA benze ubambiswano olusha, oluzokwenza i-AI nekhompyutha yamafu kube yingxenye yokwakhiwa kwemithetho yobuchwepheshe yezimoto ze-F1 zesizukulwane esilandelayo
La maqembu womabili azosebenzisa ikhompyutha yamafu ne-AI ukukhuthaza ukusungulwa kwezimoto zomjaho kuwo wonke amazinga. I-AWS izophinde ibe uzakwethu osemthethweni we-FIA ku-AI nakukhompyutha yamafu, kanti isivele isebenzisa ikhompuyutha esebenza kahle kakhulu ukwenza izivivinyo zokulingisa i-aerodynamics. #AmazonAWS#F1
97Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUcwaningo lwe-Gartner: Zingu-3% kuphela izinkampani ezifeze izinhloso zokonga izindleko nokukhulisa ukukhiqiza nge-AI
Ucwaningo lwe-Gartner lubonisa ukuthi izinkampani eziningi zitshale imali enkulu ku-AI kodwa azikazifezi izinhloso zokunciphisa izindleko nokukhulisa ukusebenza kahle. Ngaphezu kwengxenye yesithathu sezidlule kwisabelomali, kodwa zisahlela ukwandisa utshalomali ngo-2027. Ochwepheshe batusa ukugxila ezimweni zokusetshenziswa ezingokoqobo.#AI#Gartner
98Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-CCTV ihlole ukuthi i-AI ingabuyisa ikhodi ye-QR efihliwe, ochwepheshe banikeza amathiphu okuvimbela ukuqhekezwa
Abanye abasebenzisi bathole ukuthi isithombe-skrini sekhuphoni elinemvuzo esifihlwe nge-mosaic endaweni yekhodi ye-QR singalungiswa ngethuluzi lezithombe le-AI, size sikwazi ukuskenwa futhi kufundwe ulwazi. Lokhu kukhathaze abasebenzisi abaningi ngamandla e-AI okulungisa amakhodi e-QR.
99Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIntuthuko Entsha Ecaleni Le-Apple Elibhekene Ne-OpenAI: Ijaji Livumele I-Apple Yandise Uphenyo Lobufakazi
Kube nentuthuko entsha ecaleni lapho i-Apple imangalela i-OpenAI kanye nowayengumsebenzi wayo ngokweba izimfihlo. Ijaji livumele i-Apple yandise uphenyo lobufakazi, ukuze ithole amarekhodi okusetshenziswa kwamathuluzi ahlobene nabasebenzi abathintekayo, imishini yokugcina idatha kanye nobufakazi obuhlobene, okuhlanganisa izimfihlo eziphathelene namabhethri nokuphathwa kwamandla. #Apple#OpenAI#IcalaLezimfihloZebhizinisi
100Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaAma-Oscar abeka umgomo: I-AI iyithuluzi kuphela, abantu yibo abahamba phambili
Umholi we-American Academy of Motion Picture Arts and Sciences uthe ngokusobala ukuthi noma ubuhlakani bokwenziwa bungena ngokujulile enqubweni yokwenziwa kwamafilimu, imiklomelo yama-Oscar “iyohlale” iklonyeliswa imisebenzi eholwa abantu futhi eveza ubuciko babantu.
101Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUMongameli waseMelika uTrump uthi igama elithi “AI intelligence yokwenziwa” lizovinjelwa ngokusemthethweni emibhalweni efanele, libizwe ngokuthi “SI ubuhlakani obuphakeme”
UMongameli waseMelika uTrump ubhale enkundleni yezokuxhumana i-Truth Social ngomhlaka-27, wathi maduze igama elithi “intelligence yokwenziwa (AI)” lizosetshenziswa “ngokusemthethweni livinjelwe” kuzo “zonke izincwadi ezifanele” nakwezinye izimo, ngesizathu sokuthi le nkulumo “ayilona iqiniso”. Nokho, kokuthunyelwe kwakhe akazange achaze ngokuningiliziwe ukuthi ukuvinjelwa kuzosenziwa kanjani.
102Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaOwinile ngendondo yeFields uBorcherds ukhansela umsebenzi wasekhaya onamaphuzu: ukukopela nge-AI kudlangile, izivivinyo ezenziwa mathupha kuphela ezisebenzayo
URichard Borcherds, owinile ngendondo yeFields waseNyuvesi yaseCalifornia, eBerkeley, umemezele ukuthi ngenxa yokusetshenziswa kabi kwe-AI, okwenza kube nzima ukubona ukuthi umsebenzi wasekhaya wenziwe umfundi ngokuzimela yini, uzokhansela umsebenzi wasekhaya onamaphuzu futhi asebenzise izivivinyo ezenziwa mathupha ngaphandle kwemishini kagesi ukuhlola abafundi. #UkukopelaNge-AI# #UshintshoKwezemfundo#
103Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-Amazon: Esikhathini se-AI, unjiniyela kufanele ahlolwe ngenani lebhizinisi, hhayi ngobuningi bokusebenzisa i-AI
U-Tek · Tekovits, iphini likamongameli we-Amazon nonjiniyela ovelele, uveza ukuthi uma kuqhathaniswa nezinguquko zobuchwepheshe zangaphambilini ezifana ne-cloud computing, i-AI inomthelela ekuthuthukisweni kwesofthiwe ngokushesha futhi ngokujule kakhulu. Nokho, into ebalulekile ekulinganiseni ukusebenza konjiniyela kuseyimiphumela abayilethela amakhasimende nebhizinisi, hhayi imvamisa noma inani lokusebenzisa kwabo i-AI.
104Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUmbiko uthi isisindo sokucaphuna kukaDoubao e-Douyin senyuke kakhulu: kukho okuqukethwe oku-1 okuvela e-Douyin kukho konke okuqukethwe oku-3 okucashuniwe
NgoJuni kulo nyaka, i-Douyin yaqala ukuhola ohlwini lwesisindo sokucaphuna lukaDoubao, safinyelela ku-31.8% ngo-Agasti, sakhula cishe kathathu ezinyangeni ezi-3. Kuko konke okuqukethwe oku-3 okucashunwa uDoubao, okukodwa kuvela e-Douyin.
105Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaImibhalo ka-Anthropic yokungena emakethe yamasheya iveza ukuthi imboni yanamuhla ye-AI incike kakhulu egesini yemvelo
Imibhalo u-Anthropic ayifake kwiKhomishana Yezibambiso Nezohwebo yaseMelika iyavuma ukuthi izikhungo zedatha ziya ngokuya zincika “egesini yemvelo”, ingxenye yayo enkulu okuyi-methane.
106Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUkutshala imali engu-$3 billion: I-NVIDIA ne-Meta zandisa ukubambisana ngomsizi ohlakaniphile we-Muse
I-NVIDIA imemezele ukwandisa ukubambisana ne-Meta emkhakheni womsizi ohlakaniphile we-Muse, ukuze kuhlangatshezwane nesidingo esikhulayo sama-ejenti e-AI emakethe. Lezi zinkampani zizobambisana ngobuchwepheshe emikhakheni efana nokuphepha nokuqapha ama-ejenti, kanti i-NVIDIA izophinde itshale imali engu-$3 billion ku-Meta. I-Meta izosebenzisa ama-chip nobuchwepheshe benethiwekhi obuhlobene ne-NVIDIA ukukhulisa inkundla yedatha ye-Meta AI. #NVIDIA# #Meta# #UmsiziOhlakaniphileWeAI#
107Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIGoldman Sachs: I-AI ishintsha indlela imakethe ebeka ngayo amanani, ithonya lomkhakha wama-semiconductor seludlula elentengo kawoyela
Ucwaningo lweGoldman Sachs lubonisa ukuthi amasheya ama-semiconductor asenethonya elikhulu kunentengo kawoyela ekunyakazeni kwamanani ezimpahla. Emasontweni amathathu adlule, umehluko ekusebenzeni kwawo uchaza 54% kokwehlukana kokusebenza kwezimpahla, kanti intengo kawoyela ichaza 2% kuphela. I-AI ishintsha indlela izimakethe zomhlaba ezibeka ngayo amanani, futhi ubudlelwano phakathi kwamasheya ezobuchwepheshe nemizwa yabatshalizimali buya buqina. #GoldmanSachs #Semiconductor #AI
108Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUhlelo lwaseShanghai i-“Xingshu” luhlose ukuqedela ukwethulwa kwezinkulungwane zamasathelayithi ngo-2032, namandla ekhompyutha e-TOPS ayisigidi aya emkhathini
Lolu hlelo luyiphrojekthi ehamba phambili embonini yamandla ekhompyutha asemkhathini ehlelwe kakhulu yiShanghai, futhi lubekwe njengomklamo wesathelayithi yamandla ekhompyutha asemkhathini osezingeni eliphezulu eShanghai. Le constellation yakhiwe ngamasathelayithi amathathu, kanti ingqikithi yayo ukucubungula idatha ngqo emkhathini ukuze kuncishiswe ukuncika ezintweni ezisemhlabeni.
109Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUmbhali wesifazane waseNingizimu Afrika usebenzise i-AI ukushicilela izincwadi ezingu-371 cishe ezinyangeni ezingu-20, kwavela impikiswano; uthi uhola ngaphezu kwezigidi zama-dollar aseMelika ngonyaka
Umbhali wesifazane waseNingizimu Afrika uKoral · Hart usebenzisa i-AI ekubhaleni, washicilela izincwadi ezingu-371 ezinyangeni ezingu-20, kwathengiswa ezingaphezu kwesigidi, kanti kusukela ngo-2026 usezuze imali engaphezu kwesigidi sama-dollar aseMelika. Indlela yakhe yokubhala nge-AI idale impikiswano embonini, futhi uthole inqwaba yezinhlamba nezinsongo zokubulawa. #UkubhalaNge-AI#
110Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaINetherlands ihlela ukusebenzisa i-AI esikhundleni semisebenzi kahulumeni engu-25 000, ihlose ukonga ama-euro ayizigidi eziyizinkulungwane ezingu-3,5
Uhulumeni waseNetherlands uhlela ukusebenzisa i-AI esikhundleni semisebenzi engu-25 000, okungama-16% enani labasebenzi, ukuze wonge ama-euro ayizigidi eziyizinkulungwane ezingu-3,5 ngonyaka. Uhlela nokuqeda imithetho nemigomo engu-500, abantu ababili babelane ngedeski elilodwa, futhi anciphise abasebenzi bezikhungo zokubonisana abangewona amaphoyisa noma abasezikhundleni zezokuvikela. #UbuhlakaniBokwenziwa#
111Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaInkampani yase-China yezixhumanisi zobuchopho namakhompyutha i-NaoHu Technology iqede uxhaso lwezimali luka-¥700 million lwe-Series B, oluholwa yi-Guotou Juli, i-Shenzhen Capital ne-Qinzhi Capital
Kubikwa ukuthi le mali izosetshenziselwa izivivinyo zomtholampilo zezikhungo eziningi kanye nokugunyazwa kokubhaliswa kohlelo lwezixhumanisi zobuchopho namakhompyutha “olugcwele kathathu (olufakelwa ngokuphelele, olungenazintambo ngokuphelele, nolusebenza ngokuphelele)”, ukwakhiwa kwefekthri enkulu yokukhiqiza ngobuningi, kanye nocwaningo nokuthuthukiswa kwemikhiqizo yesizukulwane esilandelayo nokuhlola ukuhlanganiswa kwe-BCI+AI.
112Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-Oracle yakha inhlanganisela ehlukahlukene yamandla ekhompyutha e-AI, yethula i-SambaNova SN50 RDU
I-Oracle isivele yethule ngokusemthethweni i-Atlas chip ka-Positron, futhi izoba yinkampani yokuqala yangaphandle ye-hyperscale ehlinzeka nge-Google TPU. Izophinde ingenise ama-chip e-Cerebras asezingeni le-wafer.
113Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaImodeli entsha ye-OpenAI eshibhile i-GPT-6.1 Terra idale umsindo phakathi kobusuku: izindleko zomsebenzi ngamunye ziyingxenye yesishiyagalolunye kuphela kune-Claude Opus 5.5, futhi iyashesha futhi inembe kakhulu
I-Terra iqondiswe kakhulu ezinkampanini ezifuna ukwehlisa izindleko zokuzenzakalela, futhi ingasetshenziswa ukucubungula ama-invoyisi nokuchaza imidwebo yobuchwepheshe. I-OpenAI ithi ngisho nasemisebenzini yobungcweti enzima kakhulu, i-Terra ingaqeda umsebenzi ngezindleko eziphansi kakhulu kunamamodeli abizayo.
114Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaImibhalo ye-IPO iveza izifiso ze-Anthropic: I-AI ingase ixazulule izinkinga izizukulwane ezedlule ezahluleka ukuzinqoba
I-Anthropic ifake ngokusemthethweni umbhalo we-S-1 ukuze iqale inqubo yokungena emakethe yamasheya. Nakuba imali engenayo engxenyeni yokuqala yonyaka ifinyelele ku-163 billion US dollars, ukulahlekelwa kwayo okuphelele kufinyelele ku-807 billion US dollars. Lo mbhalo uveza ukuthi ikhokha cishe ku-31 billion US dollars njalo ngenyanga kwa-SpaceX ukuze ithole amandla ekhompyutha, futhi ithi i-AI ingase ixazulule izinkinga abantu abangakaze bakwazi ukuzinqoba. #AnthropicIlwelaIPO# #UkubhejaOkukhuluKumandlaE-AI#
115Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-Anthropic ifake isicelo se-IPO e-Nasdaq, ikhodi yesitoko ingu-“ANT”
I-Anthropic, inkampani ye-AI enenani elingaphezu kwezigidigidi, ifake ngokusemthethweni idokhumenti ye-S-1 ukuze ingene e-Nasdaq, ikhodi ithi "ANT". Imali engenayo engxenyeni yokuqala ka-2026 inyuke izikhathi ezingu-13 uma iqhathaniswa nonyaka odlule, kanti inzuzo yokusebenza elungisiwe isuke ekulahlekelweni yaba yinzuzo. Nokho, ukushintsha kwenani elifanele lamabhondi aguqulekayo kudale ukulahlekelwa okukhulu ezincwadini zezimali. Inkampani isisayine izivumelwano ezinkulu zokuqasha amandla ekhompyutha, futhi izinkokhelo ezincane zesikhathi esizayo zilinganiselwa ku-417 billion USD. #Anthropic IPO# #Umncintiswano wamandla ekhompyutha e-AI#
116Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-Meta imemezele uhlelo olukhulu lokuthola imali olufinyelela ku-950 billion USD ukuze ixhase ubuhlakani bokwenziwa neminye imisebenzi
Le nkampani ilindele ukuthi ukusetshenziswa kwemali ezimpahleni eziyizakhiwo kufinyelele ku-1,350~1,450 billion USD ngo-2026. I-Meta ihlela ukuxhasa ukutshalwa kwezimali kubuhlakani bokwenziwa ngenhlanganisela elinganiselayo yemali etholakala ekusebenzeni, isikweletu esisezingeni lokutshalwa kwezimali, ukubambisana kwamasu kanye nemali yamasheya.
117Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-SpaceX ifinyelele esivumelwaneni esikhulu kunazo zonke emlandweni sokuxhasa ngezimali ama-GPU, esibiza cishe ama-dollar ayizigidi eziyizinkulungwane ezingu-40
Isivumelwano phakathi kwe-SpaceX ne-Apollo sizohlinzeka ngokwakhiwa kwengqalasizinda yekhompyutha yaphansi yale nkampani ngama-chip esizukulwane esilandelayo e-NVIDIA Vera Rubin.
118Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUcwaningo lwe-Gartner lubonisa: ama-CEO angu-44% akutholi kulula ukufakazela inzuzo yezezimali ye-AI
Ucwaningo lwe-Gartner olwenziwe kuma-CEO angu-203 luthole ukuthi u-75% usahlela ukwandisa ukutshalwa kwezimali kwezobuchwepheshe, kanti u-80% ukholelwa ukuthi ubuchwepheshe ngokwawo buyisu. Kodwa ukuguquguquka komnotho, izingxabano eziqhubekayo kanye nokusabalala kwe-AI ezimbonini kudala ingcindezi enkulu yoshintsho, kuyilapho izinga lokulungela kwama-CEO ukubhekana nalokhu lingaphansi kuka-30%. #ImbuyiseloYotshalomaliYeAI#
119Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaAmanyuvesi amaningi ezomnotho nezezimali ezweni lonke ahlela “i-AI + Ezezimali”
E-Capital University of Economics and Business, i-Institute of Intelligent Economics esanda kusungulwa ithuthukisa inkundla i-“Rongchuang Zhigu”. Lesi yisisekelo esididiyelwe se-“amandla ekhompyutha — ama-algorithm — idatha” esakhiwa yinyuvesi njengento ebalulekile. Ngokuhlanganisa amandla ekhompyutha ayo yonke inyuvesi nokwabelana ngezinsiza zedatha, inkundla ivulekele izimo ezintathu: ukuqeqeshwa kwamakhono, ucwaningo lwesayensi, kanye nezinsizakalo zesikhungo sokucabanga.
120Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIsikhulu sezomnotho se-Apollo: Ngaphandle kwezinkampani zobuchwepheshe eziyisikhombisa ezihamba phambili, i-AI ayikazisizanga izinkampani zaseMelika zithole inzuzo yangempela
Isikhulu sezomnotho se-Apollo uSlok sithi, uma kukhishwa izinkampani zobuchwepheshe eziyisikhombisa ezihamba phambili, izinga lenzuzo kanye nemali engenayo ngomuntu ezinkampanini ezingama-493 ze-S&P akukhombanga ukukhula, futhi abukho ubufakazi bokubuyiselwa kwezimali okulethwe yi-AI. Ugcizelela ukuthi i-AI ingase ibe nje isibali, kanti ibhizinisi lithembele kakhulu ekwahluleleni nasekuthembaneni. #AIinvestimentReturn# #S&P493#
121Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaWang Teng: ISHO 今日宜休 ihlose ukuba wuphawu oluhamba phambili emhlabeni lobuchwepheshe bokulala be-AI phakathi neminyaka engu-5-10
ISHO 今日宜休 ikhiphe namuhla ividiyo yayo yokuqala echaza umbono womkhiqizo. Umsunguli wale nkampani, uWang Teng, ubhale echaza imicabango yakhe ngomkhiqizo nemikhiqizo ye-ISHO 今日宜休. Uthe, ngokusekelwa yizinsiza ezinhle zonjiniyela baseChina namandla aphezulu ochungechunge lwezimboni, ihlose ukuba wuphawu oluhamba phambili emhlabeni lobuchwepheshe bokulala be-AI phakathi neminyaka engu-5-10. #今日宜休#
122Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-NVIDIA yehlisa umkhawulokudlulisa we-HBM ne-NVLink ohlelweni lwe-Rubin GPU, kwenyusa umkhawulokudlulisa wenethiwekhi
Umkhawulokudlulisa wememori ye-HBM4 GPU ku-superchip ye-Vera Rubin ubungu-44TB/s ngaphambilini, manje bungu-38.5TB/s; umkhawulokudlulisa we-NVLink ubungu-7.2TB/s ngaphambilini, manje bungu-6TB/s.
123Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaKudalulwe ukuthi i-Anthropic Claude yeqe udonga lokukhokha ukuze ithole imininingwane yabavoti base-Georgia, eMelika
Umkhulumeli we-Anthropic uthe: “Ngesikhathi sokusebenza kokuqeqeshwa kwemodeli, uClaude walanda idatha ehlanganisiwe yokubalwa kwamavoti yase-Georgia, etholakala emphakathini ngemali. Le modeli ayizange ingene ohlelweni lokubhaliswa kwabavoti lwaleso sifundazwe, futhi ayizange iguqule noma ikhiphe amarekhodi okuvota anoma yimuphi umvoti othile.”
124Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIfilimu yokuqala yasekhaya ye-AI ekhombisa ezinkundleni zemidlalo, 《三星堆：未来往事》, idlule ku-yuan eyisigidi
《三星堆：未来往事》 iyifilimu yokuqala yasekhaya ye-AI eyenziwe ngokuphelele enelayisensi yokukhonjiswa esidlangalaleni ekhishwe yi-National Film Administration. Ngemuva kwezinsuku ezimbili ikhonjiswa, imali engenile ifinyelele ku-1.162 million yuan. Le filimu inemizuzu engu-100, yenziwe kusetshenziswa i-“Boka Film Cloud Studio” eyakhiwe yi-Bona, kanti ithimba lichithe iminyaka emibili likhiqiza izithombe eziyisisekelo ezingaphezu kuka-1.2 million. #三星堆未来往事# #AI电影#
125Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIsikhulu se-Google DeepMind: Abafundi bempilo yonke bazoba nenzuzo emsebenzini we-AI
ULaila Ibrahim uthi i-DeepMind iya ngokuya ibheka kakhulu ulwazi lokufunda oluqhubekayo lwabafuna umsebenzi ngaphandle kwekilasi lapho iqasha. Iziqu eziningi zingabonisa umqondo wokufunda njalo, kanti ulwazi lokufunda oluhlukahlukene lwenza abantu babe nekhono elingcono lokubuza imibuzo. Njengoba izindleko zokuthola izimpendulo ziphansi kakhulu, ikhono lokubuza imibuzo emihle liya ngokuya liyivelakancane.
126Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUMasayoshi Son weSoftBank uhlela ukutshala ama-dollar ayizigidi eziyizinkulungwane ezingu-50 eMalaysia, egxile ku-AI nasezikhungweni zedatha
UNdunankulu waseMalaysia u-Anwar uveze ukuthi uMasayoshi Son usekhethe iSarawak, iKuching kanye nezindawo zaseNhlonhlweni yaseMalaysia njengezindawo zokutshala imali, emikhakheni ehlanganisa i-AI, ubuchwepheshe obusafufusa kanye nezikhungo zedatha. Lezi zinhlangothi zombili zibambe umhlangano nge-inthanethi mhla zingama-20 ukuze zixoxe ngalolu daba. #SoftBank# #MasayoshiSon# #UkutshalaImaliEMalaysia#
127Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-Nomura Securities: Isidingo sama-chip okugcina sizoqhubeka sikhula ngokushesha kuze kube ngu-2028, kanti amathemba okutshalwa kwezimali ku-AI akhathazwa ngokweqile
I-Nomura Securities ikhiphe isibikezelo esinethemba ngomhlaka-20, ithi nakuba ukukhula kwemali engenayo yezinkampani ze-AI kwehla futhi amathemba okuthola uxhaso lwezimali edala ukukhathazeka, isidingo somhlaba wonke sama-chip okugcina sizoqhubeka sikhula ngokushesha kuze kube ngu-2028.
128Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-Jifei Technology, inkampani esafufusa yama-drones ezolimo etshalwe kuyo yiSoftBank: ifisa ukuthi umlimi ngamunye abe nerobhothi lakhe
Ngokombiko we-Financial Times yase-UK namhlanje ekuseni (mhla zingama-25), i-Jifei Technology, inkampani yaseChina yama-drones ezolimo etshalwe kuyo yiSoftBank, ifisa ukuthi “umlimi ngamunye abe nerobhothi lakhe”. Njengoba abasebenzi bezolimo beqhubeka nokuncipha namazinga okushisa elokhu enyuka, i-Jifei ikholelwa ukuthi ama-drones okuvikela izitshalo angadingi ukulawulwa ngumshayeli angasiza abalimi babhekane nalezi zinselelo ezimbili.
129Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUmdlali webhola lezinyawo wase-Australia ogunyaza i-AI efana naye, abadlali baqala ukwenza imali ngamalungelo ezithombe nge-AI
Umdlali webhola lezinyawo oneminyaka engu-22, uVolpato, ugunyaze inkampani yaseCalifornia ukuthi isebenzise ngokukhethekile isithombe sakhe se-AI, waba ngomunye wabadlali abakhokhelwayo bakamuva ukwenza imali ngesithombe sabo sedijithali. Ochwepheshe bakholelwa ukuthi le mboni esafufusa ingashintsha ikusasa lamalungelo ezithombe nokuqukethwe kwezemidlalo, kodwa izinkinga ezinjengokuntuleka kwemithetho nokusabalala kwamavidiyo nezithombe ezikhohlisayo nazo ziyanda. #UgunyazoLwesithombeSeAI# #UmlingiswaWedijithaliWomdlali#
130Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIhhovisi likaHulumeni waseSweden livimbela ukufinyelela ngokuqondile ku-ChatGPT no-Claude kumakhompyutha asehhovisi
Kusukela ngesonto elizayo, iHhovisi likaHulumeni waseSweden lizovimbela abasebenzi ekufinyeleleni ngokuqondile ku-ChatGPT no-Claude ngamakhompyutha asehhovisi, libacele ukuthi basebenzise izinsizakalo ze-AI ezigunyaziwe, njenge-Microsoft Copilot.
131Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIndoda yaseSydney itshele uClaude ukuthi “ifuna ukudubula enkulisa”, yaboshwa ngamaphoyisa
Ngokombiko we-Sydney Morning Herald, ingxoxo kaThackeray oneminyaka engu-29 noClaude yadonsa ukunaka kwe-Interpol, okwathi ngemuva kwalokho waboshwa ngamaphoyisa ngomhla ka-18 ngesikhathi sendawo. Amaphoyisa ammangalela ngokusebenzisa isevisi yezokuxhumana ukwenza ukuhlukumeza, ukusabisa noma ukona, okusolwa ukuthi kwephula umthetho wobugebengu wase-Australia.
132Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-CEO yakwa-Amazon uJassy: Ukuze i-AI isetshenziswe kabanzi kusofthiwe yamabhizinisi, izindleko kumele zehle zibe ingxenye eyodwa kweshumi kwezamanje
UJassy ufanisa isidingo se-AI nesigxobo esinamaphethelo amabili: ngakolunye uhlangothi kunamalabhorethri e-AI, asebenzisa amandla ekhompuyutha ngezinga “elingakaze libonwe”; ngakolunye kunamakhasimende ezinkampani, asebenzisa i-AI kakhulu emisebenzini ethile efana nenkonzo yamakhasimende nokutholwa kokukhwabanisa.
133Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaImephu entsha ka-Zuckerberg ye-AI: Ukuthenga i-Sundial kwenza ukuhlaziya idatha kube lula njengokuxoxa
Isikhungo sezindaba zobuchwepheshe i-axios sishicilele umbiko izolo (23 Okthoba), sithi i-Meta Platforms ithenge i-Sundial, inkundla yokuhlaziya idatha esebenzisa i-AI, eyasungulwa yizisebenzi ezimbili zangaphambili ze-Meta.
134Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-CEO yakwa-Google uPichai: kusekude kakhulu ukuthi i-AI ifinyelele “esimweni sayo sokugcina” sokuzithuthukisa
Ngokubona kukaPichai, ukubala nje ingxenye yekhodi ekhiqizwa yi-AI akusakwazi ukuveza isimo sangempela ngokunembile. “Kithina, le nombolo ayisenancazelo enkulu, ngoba manje yonke ingxenye yekhodi esisebenza ngayo ithonywe kakhulu yi-AI.”
135Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIhhovisi Le-General Office loMkhandlu Wezwe: Ukuthuthukisa ngenkuthalo imiphumela emihle ye-AI ekudaleni amathuba emisebenzi, nokunciphisa ngempumelelo umthelela wokushintshwa kwemisebenzi ngenxa yokusetshenziswa kwe-AI
Lo Mbono uphakamisa ukudala izindlela ezintsha zokuqashwa kanye nokuqala amabhizinisi emkhakheni we-AI, ukusebenzisa indima yezikhwama zokutshalwa kwezimali zikahulumeni, nokwakha imiphakathi esezingeni eliphezulu yomthombo ovulekile. Futhi uphakamisa ukusheshisa ukuthuthukiswa kwemisebenzi emisha, njengabaqeqeshi bezobuhlakani bokwenziwa, ukuhlonza amathuba e-AI emikhakheni yendabuko, nokukhuthaza amabhizinisi ukuthi ahlole uhlelo lwesikhathi sokunciphisa umthelela wokulahlekelwa umsebenzi, azise kusenesikhathi abasebenzi abathintekayo futhi abanikeze ukwesekwa kokushintshela kweminye imisebenzi. #ImisebenziYeAI# #ImisebenziEmishaYeAI#
136Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIhlathi laseFinland “ligundwe laba nempandla”: I-Google isuse izihlahla ezingu-250,000 ngokungekho emthethweni ukuze yakhe isikhungo sedatha se-AI
Iphephandaba laseBrithani i-Guardian libike izolo (22 Okthoba) ukuthi i-Google isuse ihlathi elingamahektha angu-330 (amamitha-skwele ayizigidi ezingu-3.3) eMuhos enyakatho yeFinland ukuze yakhe isikhungo sedatha, kwanqunywa izihlahla ezilinganiselwa ku-250,000. Lokhu kuhlanzwa komhlaba ngezinga elikhulu kwenziwe kungakaqedwa ukuhlolwa komthelela kwezemvelo okudingwa ngumthetho, kwaze kwasuswa nongqimba lomhlabathi olungaphezulu.
137Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUNobhala Wezezimali waseMelika uBessent: Imboni ye-AI ngeke iphinde ibhekane nokuqhuma kwebhamuza le-inthanethi, angikatholi “nkinga ehlelekile”
UBessent ukhulume kanje ngesikhathi izimakethe zezimali zibucayi. Emasontweni ambalwa adlule, izimakethe ziye zanyakazela izikhathi eziningi, okwenze abanye abatshalizimali baqale ukungabaza ukuthi amasheya ahlobene ne-AI akhuphuke kakhulu yini, ngesikhathi bekhathazeka nangokuthi izinkampani ziboleka kakhulu ukuze zakhe izikhungo zedatha futhi zithenge ama-chip.
138Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-SpaceX yethula inethiwekhi yozakwethu bobuhlakani bokwenziwa obuphezulu, izinkampani ezingaphezu kuka-130 okuhlanganisa i-NVIDIA zibamba iqhaza ohlelweni lokuqala
Ngokombiko we-Bloomberg wanamuhla, i-SpaceX yethule ngokuhlanganyela nezinye izinkampani ezingaphezu kuka-130, okuhlanganisa i-NVIDIA, i-Apollo, i-Snowflake, i-Databricks kanye ne-Bain & Company, uhlelo lokuqala lwe-Super Intelligence Partner Network (Inethiwekhi Yozakwethu Bobuhlakani Bokwenziwa Obuphezulu).
139Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-CTO yakwa-Intel ithi ukukhiqizwa kwama-wafer asezingeni eliphezulu kungaphindeka kabili kuphela, ukwanda kwamandla e-AI kubhekene nomkhawulo wochungechunge lokuhlinzeka
Ngesikhathi exoxa nepodcast i-Dwarkesh, uPushkar Ranade, Isikhulu Esiphezulu Sobuchwepheshe sakwa-Intel, uthe noma ngabe uxhaso lwezimali lukhona ngokwanele, ukukhiqizwa kwama-wafer asezingeni eliphezulu emhlabeni wonke ngeke kwandiswe ngokuphindwe kayishumi; umkhawulo wokukhula ongokoqobo cishe uphindwe kabili kuphela.
140Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUBill Gates: Abantu kumele balungele izinguquko eziphazamisayo zeminyaka engamashumi amabili ezilethwa yi-AI
UGates utshele i-The Verge ukuthi isikhathi soguquko se-AI singaba buhlungu kakhulu, futhi umphakathi ungase uhlukane phakathi kwabamukela ubuchwepheshe obuphambili nababenqabayo. Ulindele ukuthi ukushoda kwezimpahla kwehle, kodwa abantu kumele babhekane nesikhathi sezinxushunxushu ukuze kufike inkathi yokuchuma kwe-AI. #UBillGatesngama-AI# #IzinguqukoEzibangelwaYi-AI#
141Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUmongameli weBlackstone Group uphikisa umbono webhamuza ye-AI, ethi isidingo sikhula “ngendlela ye-parabola”
UGray uthi i-AI ihluke kakhulu kubhamuza lwezokuxhumana ngocingo lweminyaka yawo-90, njengoba isidingo siqhuma ngesikhathi kwakhiwa umthamo. Uveze ukuthi inkampani yokubonisana nge-AI i-Ode, eyasungulwa ngokubambisana yiBlackstone ne-Anthropic, ayisakwazi ukuhambisana nesidingo samakhasimende. #UmbonoWebhamuzaYe-AI# #BlackstoneGroup#
142Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUsihlalo we-iFlytek uLiu Qingfeng: Amandla ekhompuyutha asekhaya asenomehluko wezizukulwane ezimbili uma eqhathaniswa nawomhlaba, kodwa ngelinye ilanga nakanjani azohambisana nawo noma awahole
Umkhosi womhlaba wonke wabathuthukisi we-iFlytek 1024 ka-2026 uqale namuhla (Okthoba 22) ngo-14:00. Lo mkhosi unendikimba ethi “Ukukhulula amandla okukhiqiza, nokudedela amandla okucabanga”, kanti izindawo ezimbili eBeijing naseHefei, Anhui zixhumene kulo mcimbi.
143Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIntengo yamasheya eSoftBank isicishe yehle ngesigamu uma iqhathaniswa nenani eliphakeme likaJuni, imodeli yokutshala imali ku-AI eshisa imali ibhekene nokungabaza kwemakethe
Ngesikhathi sendawo ngomhlaka-22, intengo yamasheya eSoftBank yehle ngo-6.7% ngesikhathi sokuhweba, kanti ukwehla kwayo okuqongelelwe kwafinyelela ku-50% uma kuqhathaniswa nenani eliphakeme kunawo wonke langomhla ka-2 Juni. Imiphumela yezimali yezinkampani zaseMelika ezinenani elikhulu kakhulu lemakethe nayo yehlulekile ukuqeda ukukhathazeka kwemakethe.
144Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIlungiselela i-IPO enkulu kunazo zonke emlandweni, kubikwa ukuthi i-Anthropic ingafaka esidlangalaleni isicelo sokungena emakethe ngoLwesihlanu oluzayo
Uhlelo lwe-Anthropic lokungena emakethe lubhekwe ngabomvu, futhi kulindeleke ukuthi lube lukhulu kune-IPO ye-SpaceX kaJuni kulo nyaka. Njengoba kukhula ukukhathazeka kwabatshalizimali mayelana nezindleko ezinkulu zemboni ye-AI, imakethe ikholelwa kabanzi ukuthi ukungena kwe-Anthropic emakethe kuzoba uvivinyo olubalulekile lokubona ukuthi abatshalizimali basenesithakazelo esingakanani ekuthakaselweni kwe-AI.
145Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-Siemens Healthineers ne-NVIDIA bamemezele ukubambisana: ukusebenzisa i-AI ukuthuthukisa ukuxilongwa nokwelashwa komdlavuza, nokwakha ukwelashwa kwemisebe okuzivumelanisayo kwesizukulwane esilandelayo
I-Siemens Healthineers ne-NVIDIA bamemezele namuhla ukuthi sebebambisene. La maqembu womabili akha ngokuhlanganyela ubuchwepheshe bokwelashwa kwemisebe okuzivumelanisayo kwesizukulwane esilandelayo, obuhlanganisa ubuhlakani bama-agent nobamarobhothi, buhlanganise ubuchwepheshe bezithombe nolwazi lomdlavuza nekhompyutha esheshisiwe nokulingisa, ukuze kube lula ukuhamba komsebenzi futhi kwandiswe ukufinyeleleka kwezempilo.
146Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaReuters: Ushintsho lwe-Tesla oluya ku-AI lungaphansi kwengcindezi, okuhloswe ngakho ukwehlisa izindleko zonyaka wonke ka-2026 cishe ngo-20%
I-Reuters ishicilele ibhulogi izolo (21 Okthoba), ibika ukuthi ngokusekelwe kudatha yombiko wezezimali we-Tesla wekota yesi-3, izindleko zenkampani zokutshala imali zibe ngama-dollar aseMelika ayizigidi eziyizinkulungwane ezingu-47.3 (inothi le-IT之家: ngokwezinga lokushintshisana lamanje, cishe u-316.41 亿元 RMB). Nakuba lokhu kungaphezu kokuphindwe kabili kunesikhathi esifanayo ngonyaka odlule, kusekude kakhulu kulokho obekulindelwe yimakethe okungaba ama-dollar ayizigidi eziyizinkulungwane ezingu-77 kuya ku-79.5 (ngokwezinga lokushintshisana lamanje, cishe u-515.08 亿元 kuya ku-531.8 亿元 RMB).
147Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-CEO yakwaGoogle uSundar Pichai: Inkampani idela imali yesikhashana yebhizinisi lamafu ukuze isekele ucwaningo lwe-AI oluhamba phambili, amandla okubala ka-2027 kunzima ukuwaqinisekisa
UPichai uthe i-Google idlulisela ingxenye yamandla okubala ebhizinisini lamafu iye ocwaningweni lwe-AI oluhamba phambili, okuyinto “ewumongo wenkampani”. Uvume ukuthi amakhasimende azobhekana nobunzima obukhulu uma efuna ukuqinisekisa amandla okubala ka-2027, ngoba ukwakhiwa kwezikhungo zedatha kuthatha iminyaka emibili kuya kwemithathu, kanti nesidingo semisebenzi yama-agent sikhula kakhulu. #I-GoogleAI##ImpiYamandlaOkubala#
148Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-CEO yakwa-Google: Impendulo yemakethe ngokubambisana ne-Apple iyinhle, futhi sifuna ukujulisa ukubambisana
UPichai uthe i-Apple inekhono lokuhlanganisa ubuchwepheshe, futhi izokwenza izinguquko ezijulile kumodeli ye-Gemini ngaphambi kokuyihlanganisa no-Siri, okwenze abasebenzisi basabela ngentshiseko. Ebuzwa ngokuthi ukubambisana kuzokwandiswa yini, uthe okwamanje akukho okunye angakuveza, kodwa ubudlelwano buqhubeka kahle. #UkubambisanaKweGoogleNeApple# #Gemini#
149Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUJen-Hsun Huang wakwaNVIDIA uthi bonke abahlinzeki bezokuxhumana esikhathini esizayo bazohlinzeka ngamandla okucubungula e-AI, kanti iziteshi zesisekelo zingase zibe amanethiwekhi e-AI asabalalisiwe
Engqungqutheleni ye-GTC eBerlin, uJen-Hsun Huang uphinde wagcizelela umbono we-AI “wekhekhe elinezendlalelo ezinhlanu”, wathi i-AI iyingqalasizinda yezimboni eyisisekelo efana nogesi ne-inthanethi, waphinde wabala izinkampani eziningi zaseYurophu, okuhlanganisa i-Siemens Energy, i-Schneider Electric, i-Mistral ne-DeepL. #英伟达GTC# #黄仁勋#
150Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUmkhiqizo wokuqala ka-Wang Teng webhizinisi: Kuvezwe ukucushwa kwendandatho ehlakaniphile i-ISHO Ring ka-Jinri Yixiu, ene-MCU enamandla kakhulu esigabeni sayo emhlabeni
U-Wang Teng uthe ku-Weibo: Idizayini yangaphandle enobungcweti obunembayo yakha ukubukeka kobucwebe; ihardware isebenzisa i-MCU enamandla kakhulu phakathi kwezindandatho ezihlakaniphile, ihambisana nenzwa ye-PPG ethuthukile. Imemori yangaphandle ezinikele iqinisekisa ikhwalithi yama-algorithm, kanti impilo yebhethri ende ethuthuke kakhulu ngosayizi ofanayo iqinisekisa ukuqashwa okuphelele kwedatha yomzimba.
151Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUbuchwepheshe be-Unitree: Imboni yamarobhothi anomzimba womuntu isesigabeni sokuqala sokuthengiswa, kunezingozi zokutshalwa kwezimali ngenxa yokubuyela kwenani elilinganisiwe
I-Unitree Technology imemezele ukuthi ukwenyuka kwenani lamasheya ezinsukwini ezintathu ezilandelanayo kudlule ku-30% sekuhlanganisiwe, kanti isilinganiso sayo senzuzo nenani lesheya ezinyangeni eziyi-12 ezidlule singu-388.25, siphakeme kakhulu kunesilinganiso semboni esingu-39.51. Le nkampani iveze ngokusobala ukuthi imboni yamarobhothi anomzimba womuntu isesigabeni sokuqala sokuthengiswa; ukuvuthwa kobuchwepheshe, ukukhuliswa kwesidingo nezinye izici kusenokungaqiniseki. Abatshalizimali bayakhunjuzwa ukuthi baqaphele ingozi yokubuyela kwenani elilinganisiwe. #宇树科技# #人形机器人#
152Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-Gartner ibikezela ukuthi ingqalasizinda yobuhlakani bokwenziwa ebiza ama-dollar ayizigidi eziyizinkulungwane ezingu-7 izobuyisa cishe ingxenye kuphela yokutshalwa kwezimali ngo-2030
Lesi sikhungo sibikezela ukuthi ngo-2030 ngaphezu kuka-80% wama-Neocloud (abahlinzeki abasafufusa bezinsizakalo zamafu e-AI) bazoyeka ukusebenza ngokuzimela.
153Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaOphumelele uMklomelo we-Turing uJoseph Sifakis ucela kusungulwe izindinganiso zomhlaba wonke zokulawulwa kwe-AI, okuwumthwalo wemfanelo wabo bonke abantu
“Ingqungquthela Yabaholi Bomhlaba Abasimeme yango-2026” ibanjwe eShanghai kusukela mhla zingama-20 kuya zingama-22 kuMfumfu. UJoseph Sifakis, owathola uMklomelo we-Turing ngo-2007 nomsunguli welebhu i-Verimag, ubekhona futhi wethula inkulumo.
154Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUMnyango Wezohwebo: Kusukela ku-1 kuya ku-9 kulo nyaka, ukuthengiswa kwezibuko ezihlakaniphile ezinkundleni ezibalulekile kukhule ngokuphindwe ka-1.1
Idatha yoMnyango Wezohwebo ikhombisa ukuthi kusukela ku-1 kuya ku-9 kulo nyaka, ukuthengiswa kwezibuko ezihlakaniphile ezinkundleni ezibalulekile kukhule ngokuphindwe ka-1.1. “Umbono Wokusheshisa Ukuthuthukiswa Kwezohwebo Ngobuchwepheshe” uqale ukusebenzisa isihloko esithi “ukuthuthukisa ezohwebo ngobuchwepheshe”, ugcizelela ukuthi ukusungula izinto ngobuchwepheshe kuhambisane nezitayela ezintsha zokusetshenziswa, nokuthi ubuchwepheshe obufana ne-AI ne-inthanethi yezinto busetshenziswa kabanzi emkhakheni wokusetshenziswa. #UkuthuthukisaEzohweboNgobuchwepheshe# #IzibukoEzihlakaniphile#
155Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-AliExpress ihlanganyela ne-Tmall ukwethula uhlelo lokukhula emhlabeni wonke, izotshala imali emikhiqizweni emisha ye-AI hardware
Engqungqutheleni yaminyaka yonke ye-AliExpress yango-2026 kanye nomhlangano wabathengisi we-Double 11 obuse-Shenzhen, i-AliExpress ne-Tmall bethule ngokuhlanganyela “Uhlelo Lokukhula Komhlaba Wonke Lwemikhiqizo YaseChina”, oluhlose ukufinyelela kumikhiqizo ehamba phambili engu-500 kanye nemikhiqizo yezimboni engaphezu kuka-1000. Bazophinde basebenzise ukutshalwa kwezimali komjikelezo wengelosi ukweseka imikhiqizo emisha engaphezu kuka-100 ye-AI hardware. Eminyakeni emithathu ezayo, inani lemikhiqizo kanye ne-GMV yemikhiqizo kulindeleke ukuthi kukhule ngo-50% unyaka nonyaka. ##I-AliExpress## #Ukuthunyelwa kwe-AI hardware phesheya#
156Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUcwaningo luthola: I-AI ingashintsha inkumbulo yabantu, ifake izehlakalo ezingamanga ezingakaze zenzeke
Ucwaningo lwe-Massachusetts Institute of Technology luthole ukuthi izithombe ezihlelwe yi-AI zingakhuphula kakhulu amathuba okuba ababambiqhaza bakhe izinkumbulo ezingamanga, futhi bazethembe kakhulu kuzo. Ukuthembela ku-AI isikhathi eside kungase futhi kuholele ekunciphiseni kokucabanga ngokuhlolisisa. #UkushintshwaKwInkumbuloNgeAI# #UcwaningoLweMIT#
157Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIngqalasizinda ye-AI yaphesheya ishisa imali, izindleko zokuxhasa ngezimali ze-Anthropic zokuthenga ama-chip zedlula ku-10%
Ngokombiko we-CCTV Finance ocaphuna i-Financial Times yaseBrithani mhla ziyi-16, inkampani yaseMelika yezobuhlakani bokwenziwa i-Anthropic iheha iBlackstone Group ukuthi ixhase ngemali ukuthengiselana kwayo kwama-chip ngenzuzo edlula ku-10%. Abanolwazi ngalolu daba bathi isikhwama esingaphansi kweBlackstone sizotshala ama-USD ayizigidi eziyizinkulungwane ezingu-9 ekuthengeni izikweletu ezisezingeni eliphansi, ezinenzalo engu-10%. Ngemva kokubalwa kwesaphulelo sokukhishwa okusha nezinye izindleko, isamba sembuyiselo sizoba phezulu kakhulu. #Inzalo ka-Anthropic yokuboleka imali ukuthenga ama-chip idlula ku-10%#
158Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIBhange Lomhlaba: I-AI encane ingase iguqule amazwe asathuthuka
IBhange Lomhlaba linxusa amazwe asathuthuka ukuthi athuthukise amamodeli e-AI amancane, asebenza ocingweni ukuze axazulule izinkinga zokuxhumeka kwenethiwekhi, futhi lisebenzisa uhlelo lwezolimo lwaseNdiya i-AgriConnect njengesibonelo esikhombisa amandla okuhlaziya umhlabathi ngaphandle kwe-inthanethi.##IBhange Lomhlaba## #AmamodeliE-AIAmancane#
159Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIMicrosoft ikhansela ukubambisana okuhlobene ne-AI, inkampani yaseBrithani yezikhungo zedatha i-Nscale ibhekana nokuhlehla okukhulu
Kubikwa ukuthi iMicrosoft isanda kuqeda iphrojekthi yesikhungo sedatha i-Nscale e-Loughton, e-Essex, e-United Kingdom, kodwa zombili izinhlangothi aziphendulanga ngesizathu.##Microsoft## #Nscale# Lolu shintsho ekubambisaneni lufike ngesikhathi i-Nscale ilungiselela i-IPO e-United States.
160Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-JD.com: Eminyakeni emi-5 ezayo izodala amathuba emisebenzi angaphezu kuka-100 000 ochwepheshe bokulungisa amarobhothi
Ngemva konyaka yethule insizakalo yokulungisa amarobhothi ngemva kokuthengiswa, i-JD.com isivele ibambisene nezinkampani zamarobhothi ezicishe zibe yikhulu, okuhlanganisa i智元, i云深处 ne众擎. Eminyakeni emi-5 ezayo, i-JD.com ihlela ukwakha inethiwekhi yokulungisa ngemva kokuthengiswa emazweni angaphezu kuka-100 emhlabeni wonke, kanye nokusungula izikhungo zokuqeqesha nezitifiketi eziyi-10, idale amathuba emisebenzi angaphezu kuka-100 000 ochwepheshe bokulungisa amarobhothi.##京东## #UkulungiswaKwamarobhothi#
161Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-CFO ye-Amazon Web Services ithi ukukhula kwengqalasizinda ye-AI kungaqhubeka, isikhathi sokubuyisa utshalomali kumaseva e-AI singaphansi kweminyaka emithathu
UJohn Felton, oyisikhulu esiphezulu sezezimali kwa-Amazon Web Services (AWS), uthe ukukhula kokusetshenziswa kwengqalasizinda nezinsizakalo zobuhlakani bokwenziwa kuyasimama, ngoba kuqhuba izinto ezintsha ezibalulekile.
162Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUmsunguli okanye abaqalisi be-Anthropic: Ngo-2030, i-AI inganyusa ukukhula kwe-GDP yaseMelika phantse nge-50%
Umsunguli okanye umqalisi we-Anthropic uthi i-AI iza kukhawulezisa utshintsho kumashishini onke, kwaye ubiza amazwe ukuba asebenzisane kumazwe ngamazwe ukuze kusekwe imithetho engqongqo yolawulo. Ixesha elikhoyo liya lisiba lifutshane. Inkampani ngoku ilungiselela i-IPO, ixabiso layo linokufikelela kwi-2 yetriliyoni zeedola zaseMelika. #Uphuhliso lwe-AI# #Anthropic#
163Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUmongameli we-Konami uHideki Hayakawa ukhuluma ngomthelela we-AI ekuthuthukisweni kwemidlalo: Okubaluleke kakhulu kuseyibo “abantu”, “abadali”
UHideki Hayakawa uthe njengoba izinjini zesimanje zokuthuthukisa imidlalo ezisetshenziswa kabanzi kwezentengiselwano sezivuthile, kanye nokusabalala kwemodeli yokuqukethwe okwenziwa abasebenzisi (UGC), umgoqo wokungena ekukhiqizweni kwemidlalo wawusunciphe kakhulu ngaphambilini.
164Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-Anthropic imemezela ukususa i-Claude Haiku 4.5 ezinkethweni zamamodeli mhla zingama-29 ku-Okthoba
Ngemva kokususwa, izoshintshela ngokuzenzakalelayo ku-Haiku 5.5. Okuqukethwe kwezingxoxo ezikhona ngeke kususwe, futhi amaphakheji ezinkampani kanye nezinsizakalo ze-API ngeke kuthinteke. I-Haiku 5.5 entsha isebenza kangcono ngezindleko eziphansi. #Anthropic# #Claude#
165Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUhlelo lokuqala lwaseChina lokubikezela isimo sezulu nge-AI oluzimele ngokuphelele futhi olulawulwa ngokuphelele, i-“Fengqing”, luqale ngokusemthethweni ukusebenza kwezinsizakalo
Amandla okucubungula ayisisekelo, ama-algorithm nemithombo yedatha yalolu hlelo konke kwenziwe eChina. Izinkomba eziningi zokubikezela zingcono kunezohlelo olufanayo lwaseYurophu, futhi lungenza ukubikezela kwesimo sezulu emhlabeni wonke ngemizuzu embalwa, lusebenzele izindawo eziningi ezihlanganisa ukuvimbela nokunciphisa izinhlekelele. #AIYesimoSezulu# #UhleloLokubikezelaIFengqing#
166Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIpulatifomu yokuqala embonini yokuxhumanisa ama-agent esekelwe kunethiwekhi enqunyiwe i-AXP yethulwe eNanjing: isekela ukubhaliswa nokuxhunywa kwama-agent afinyelela esigidini, kanye nokusebenza kwama-agent afinyelela ku-100 000 ngesikhathi esisodwa
Ngo-Okthoba 16, kuvulwe e-Nanjing iNgqungquthela Yeshumi Yokuthuthukiswa Kwenethiwekhi Yekusasa e-Shangqinhuai International Cultural Exchange Center.
167Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaU-CEO we-Nvidia u-Huang Renxun uphendula ngethemba ekuweni kwakamuva kwamasheya ahlobene ne-AI: konke kuzodlula
U-Huang Renxun usalokhu enethemba ngamathemba emakethe ye-AI kanye nomthelela we-AI ekuthuthukiseni umnotho wonkana. Ulindele ukuthi inzuzo ezogcina itholakala ekutshalweni kwezimali okukhulu kwezingxenyekazi zekhompuyutha izosiza ekudambiseni ukukhathazeka kwemakethe. “Ezinye izindaba zakamuva zibangele ngempela ukuguquguquka kwemakethe. Sonke siyazi ukuthi izindaba zikhona nsuku zonke, kodwa lezi zindaba ngeke ziguqule izisekelo zemakethe.”
168Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUphenyo lwangaphakathi lwe-Anthropic: Iningi labasebenzi likholelwa ukuthi i-AI izokwazi ukwenza okungenani u-80% womsebenzi ngo-2030
Ucwaningo lwakamuva lwe-Anthropic luqhathanisa imiphumela yocwaningo lwabantu abadala e-United States nabasebenzi benkampani abangu-1334. Iningi labasebenzi be-Anthropic lilindele ukuthi ngo-2030 okungenani u-80% womsebenzi walo ungenziwa yi-AI, kanti cishe u-5% kuphela wabasebenzi base-United States ababelana ngalowo mbono.
169Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUMusk ufuna i-AI isize amabhizinisi “ukuxoxisana ngentengo”: ukusebenza kahle kwezindleko kungakhuphuka ngaphezu kuka-5%
U-Elon Musk, indoda ecebe kunazo zonke emhlabeni, ubhale ku-X namuhla (Okthoba 17) wathi ithimba lakhe litshala izinsiza eziningi ekwakheni irobhothi elikhethekile lokuxoxisana ngentengo elibizwa nge-“Hagglebot”, elihloselwe izimo zebhizinisi, ngethemba lokuthuthukisa ukusebenza kahle kwezindleko zamabhizinisi.
170Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-Intel ihlela ukwethula ngo-2028 iphrosesa i-"Razor Lake AX" emkhakheni we-Physical AI, enamandla enkundla angu-700 TOPS
I-"Razor Lake AX" iyi-SoC yokuqala ye-Intel ethengiswayo enobubanzi obukhulu be-memory bus kanye ne-GPU core enkulu, ehlanganisa ama-core angu-16 noma angu-32 e-Xe3P.
171Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaINkantolo Ephakeme yaseDenmark ikhiphe isinqumo: okuqukethwe kwezocansi kwezingane okwenziwe yi-AI nakho kuholela ekugwetshweni
INkantolo Ephakeme yezwe ikhiphe isinqumo sokuthi, ngisho noma izithombe zocansi zabantwana ezenziwe yi-AI zingenaye umuntu wangempela oyisibonelo, zisengaphansi koMthetho Wobugebengu waseDenmark. Iqiniso lokuthi abantu abasezithombeni bangabalingiswa abaqanjiwe alikwazi ukunciphisa isigwebo. Ngaphambilini, izinkantolo ezimbili ezisezingeni eliphansi zazingavumelani ngobukhulu besigwebo kuleli cala.
172Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIMelika iphusha umhlaba wonke ukuthi usuke ku-“AI” uye ku-“SI”, ifuna ukufakwa esitatimendeni seSikhwama Sezimali Samazwe Ngamazwe
I-Reuters ishicilele izolo (ngo-Okthoba 15) umbiko webhulogi, ithi iMelika iphusha umphakathi wamazwe ngamazwe ukuthi usebenzise elithi “Super Intelligence” (elifushaniswa ngokuthi SI) esikhundleni segama elivamile elithi “artificial intelligence” (AI), futhi inethemba lokuthi leli gama elisha lizofakwa esitatimendeni sokuvumelana se-International Monetary and Financial Committee (IMFC).
173Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUkulungisa “ukugcwala okungamanga”: I-OpenAI ithuthukisa uhlelo / yandisa amandla ekhompuyutha, inciphisa amaphutha athi “umkhawulo womthamo we-AI”
Umholi we-Codex / ChatGPT kwa-OpenAI, u-@thsottiaux, uthumele izwi ku-X izolo (ngo-Okthoba 15), wathi ithimba seluqalise uchungechunge lwezinguquko futhi latshala amandla amaningi ekhompuyutha, kwalungiswa iphutha elithi “imodeli ekhethiwe isifinyelele umkhawulo womthamo, sicela uzame enye imodeli”.
174Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUkukhula kwemali engenayo kwehlile, kuthiwa abatshalizimali behlisa okulindelwe ngenani le-Anthropic IPO
Indlela imakethe ezosabela ngayo ngemva kokufakwa kwe-Anthropic ohlwini ingase ithinte namathemba omkhakha wonke we-AI. Abatshalizimali bakholelwa ukuthi, esikhathini esifushane, ukusebenza kwemakethe ye-AI kuzoncika kakhulu ekutheni i-Anthropic ingakwazi yini ukufakwa ohlwini ngempumelelo, bese kuthi i-OpenAI nayo ifakwe ohlwini ngonyaka ozayo.
175Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUJen-Hsun Huang: I-NVIDIA kumele ibambisane nezinkampani zaseChina emkhakheni wokuphepha kwe-AI
Engxoxweni abe nayo ne-CNBC, uJen-Hsun Huang ugcizelele ukuthi i-AI ingaba yingozi, nokuthi i-NVIDIA kufanele ibambisane nezinkampani zaseChina ze-AI ukuqapha izingozi, iphinde ikhuthaze ukuthuthukiswa kokuphepha kwe-AI ngengxoxo. Uveze ukuthi sekunesikhathi exhumana nabacwaningi baseChina. #UkuphephaKwe-AI# #NVIDIA#
176Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-Anthropic ivula ihhovisi eSingapore, ifinyelela ukubambisana nohulumeni waseSingapore
I-Anthropic kanye noMnyango Wezokuthuthukiswa Kwedijithali Nolwazi waseSingapore basayine isivumelwano sokusebenzisana, nabanye ababambiqhaza okuyi-Government Technology Agency, i-Grab ne-DBS Bank. La maqembu azohlola ngokubambisana ukuphepha kwe-AI, ukuphepha ku-inthanethi nokuphepha kwamamodeli amakhulu, aphinde akhuthaze ukusetshenziswa kwe-AI ngendlela enesibopho. #Anthropic# #SingaporeAI#
177Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaInhlangano yomhlaba wonke ebeka amazinga okulawulwa kwezezimali iyacela: Amabhange nezinkampani kumele ziqinise ukwengamela kwabantu ama-ejenti e-AI
Ngokombiko weReuters namuhla (mhla ziyi-15) emini, i-Financial Stability Board, okuyinhlangano yomhlaba wonke ebeka amazinga okulawulwa kwezezimali, icele amabhange nezinye izinkampani ukuthi ziqinise ukwengamela kwabantu ama-ejenti e-AI, futhi zifake le mfuneko eziqondisweni zokugcina zokulawulwa kwezingozi ze-AI.
178Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaImibiko ithi i-OpenAI ixoxisana ngokuthenga inkampani yezokuphepha yomthombo ovulekile i-Trail of Bits, ilungiselela ukubhekana nezingozi ze-AI
Abantu abanolwazi ngalolu daba bathi izingxoxo zisasaqhubeka, futhi akukafinyelelwa esivumelwaneni sokugcina. Zombili lezi zinkampani azidalulanga intengo engase ikhokhwe noma ukwakheka kwezimali kwalokhu kuthenga, futhi zombili zenqabile ukuqinisekisa esidlangalaleni lezi zingxoxo.
179Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIsikhulu se-Fed: Ukwanda kotshalomali lwe-AI kukhulisa ingcindezi yokwehla kwamandla emali e-US
Amaminithi omhlangano kaSepthemba akhishwe yi-Federal Reserve akhombisa ukuthi izikhulu ziya ngokuya zikholelwa ukuthi into enkulu eqhuba ukwenyuka okuqhubekayo kwezintengo zezimpahla ukwakhiwa kwengqalasizinda ye-AI, hhayi amanani entela.
180Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIndlela entsha yenhlolokhono kaMcKinsey: Qala ngokuphikisana neklayenti le-AI imizuzu eyishumi
UMcKinsey uhlola kule nkwindla ezikhungweni ezithile eNyakatho Melika inhlolokhono yeklayenti elibonakalayo le-AI. Abafundi abenza iziqu abafaka izicelo zesikhundla somhlaziyi webhizinisi bazoxoxa nesithombe esibonakalayo se-AI cishe imizuzu eyishumi, kuyilapho ozakwethu bebabhekile bukhoma. Leli thuluzi lifunda izinhlobo ezahlukene zobuntu bamaklayenti futhi lihlola ikhono lokuphendula ezimweni ezingalindelekile nokubamba ulwazi, kodwa alizinikeli amaphuzu. Uma ukuhlola kuphumelela, kuhlelwe ukuthi kusatshalaliswe kwezinye izikhundla ngonyaka ozayo.
181Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUMusk uzidalula: Ngonyaka odlule, cishe ngike ngabhekana “ne-psychosis yedijithali” izikhathi eziyisithupha
Leli gama liphinde lasetshenziswa ukubhuqa abantu abasembonini yezobuchwepheshe abakholelwa ngokweqile ku-AI futhi abayisebenzisa ngendlela ecishe ibe wukuthatheka. Abanye odokotela bengqondo bakholelwa ukuthi uma ukusebenzisa i-AI kubhebhethekisa ubuthaka bengqondo obukhona, kungase kubangele nezinkinga zempilo yengqondo.
182Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIsibikezelo se-SK Hynix: Ngowezi-2030, amandla engqalasizinda ye-AI azokhula cishe ngokuphindwe ka-20
U-安炫 uveze ukuthi imakethe yamanje ye-AI inference ikhula ngokushesha ngesikhathi esisodwa ngezindlela ezintathu: ukwanda kobunkimbinkimbi bemisebenzi, ukwanda okukhulu kolwazi olucutshungulwa ngesikhathi esisodwa (ubude bomongo), kanye nokuqhuma kwenani lezicelo ze-inference.
183Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-Counterpoint: Ngo-2030, ukuthengiswa kwezinsiza zokuzwa ezidinga incwadi kadokotela emhlabeni kuzodlula izigidi ezingu-31, cishe uhhafu usekele i-AI esebenza kudivayisi
I-Counterpoint ibikezela ukuthi ngo-2030 ukuthengiswa kwezinsiza zokuzwa ezidinga incwadi kadokotela emhlabeni kuzodlula izigidi ezingu-31, futhi cishe uhhafu wemikhiqizo uzosebenzisa i-AI esebenza kudivayisi. I-AI iqhubeza izinsiza zokuzwa ekuthuthukeni kusukela ekukhuliseni umsindo okuyisisekelo kuya ekunciphiseni umsindo okuhlakaniphile nasekuzivumelaniseni nezidingo zomuntu ngamunye.
184Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaKubikwa ukuthi inkampani ye-unicorn yobuhlakani obusekelwe emzimbeni i-Zhiyuan isiqale umzuliswano omusha wokuqongelela imali, inani layo lilinganiselwa ku-500 亿元
Inkampani ye-unicorn yobuhlakani obusekelwe emzimbeni i-Zhiyuan Innovation isanda kuqala umzuliswano omusha wokuqongelela imali, ngenani elilinganiselwa ku-10 亿元 —15 亿元. Lo mzuliswano ususeduze nokuqedwa, kanti inani layo lakamuva lilinganiselwa ku-500 亿元.
185Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUZuckerberg: I-Meta yathembisa ukugembula ngamakhulu ezigidigidi zamadola ku-AI, kodwa ngesinye isikhathi yayingaqiniseki nhlobo ukuthi izophumelela
I-Meta ibihlala ikuthola kunzima ukukholisa abatshalizimali ukuthi bamukele ukwanda okukhulu kwezindleko okubangelwa ukutshalwa kwezimali ku-AI. Amazwi kaZuckerberg aphinde aveza ukungaqiniseki inkampani eyayibhekene nakho ngaleso sikhathi. Nakuba egcizelele kaningi ukuthi ekugcineni lolu tshalo-mali olukhulu luzoletha imbuyiselo, abaninimasheya baya ngokuya bekhathazeka ngokuthi imali engenayo nenzuzo ye-Meta kuzokhula ngokushesha ngokwanele yini.
186Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUcwaningo lukaDeloitte: Ngaphezu kwesigamu samabhizinisi amakhulu e-UK sihlela ukusebenzisa i-AI esikhundleni sabasebenzi onyakeni ozayo
Ucwaningo lukaDeloitte lubonisa ukuthi ama-CFO ezinkampanini ezinkulu ezingu-52% e-UK alindele ukunciphisa abasebenzi ngosizo lwe-AI. Njengamanje, uguquko olubangelwa ukusetshenziswa kwe-AI lufinyelele kwikota kuphela yalokho obekulindelekile, kanti ingxenye eyodwa kwezintathu kuphela ikholelwa ukuthi i-AI izokwandisa umkhawulo wenzuzo. #UkuqashwaKobuhlakaniBokwenziwa#
187Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUNilekani, usihlalo wesikhondlakhondla sezobuchwepheshe i-Infosys eNdiya: I-AI iqhuba ukukhula kwebhizinisi, ukukhathazeka ngemisebenzi kuwumbhedo
Uthe: “Umbono wokuthi i-AI ibangela ukulahleka kwemisebenzi uyinkulumo yenhlekelele esakazwa ukuze kuvunyelwane nezintshisekelo zemali enkulu. Isidingo samabhizinisi ezinkampani ezifana nezethu empeleni sikhulu kunanini ngaphambili, ngoba uguquko lwezinkampani luyinkimbinkimbi kakhulu, kanti i-AI idinga ukuthi izinkampani ziphinde zicabange ngendlela eziqhuba ngayo ibhizinisi kusukela emsukeni.”
188Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaU-Huang Renxun uphinde wathatha isinyathelo, i-Nvidia ihlela ukutshala futhi u-$2 billion ekuqiniseni i-AI yaseYurophu
Ngomhla ka-13 ngesikhathi sendawo, u-Huang Renxun uveze ukuthi i-Nvidia itshale u-$8 billion eYurophu ngonyaka odlule, okulingana cishe no-¥53.64 billion ngezinga lamanje lokushintshisana kwemali. Manje izoqhubeka nokwandisa utshalomali lwayo.
189Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaU-Yin Zhiyao, “ubaba wemishini yokudweba yaseChina”: I-AI ingase ibe nebhamuza, futhi wonke umuntu kufanele akuqaphele kakhulu lokhu
Umbukiso wama-26 Wamazwe Ngamazwe Wemboni waseChina uvulwe izolo eShanghai. Esithangamini esiphezulu samasekhethi ahlanganisiwe esibanjwe ntambama ngalolo suku, u-Yin Zhiyao, usihlalo nomphathi-jikelele we-Zhongwei Company, ukhulume ngesihloko se-AI ngesikhathi ehlaziya izitayela zemboni. Uthe okwamanje isihloko se-AI sishisa kakhulu, cishe yonke imihlangano ikhuluma nge-AI, kodwa ufuna ukwenza isexwayiso: I-AI ingase ibe nebhamuza, futhi wonke umuntu kufanele akuqaphele kakhulu lokhu. #Ibh.htmzaLe-AI#
190Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-Character.AI ifake isicelo sokuqothuka, yavuma ukuthengisela i-Disney ezinye izimpahla ngo-$20 million
I-Character.AI isiqale ngokusemthethweni inqubo yokuqothuka ngaphansi kweSahluko 11. I-Disney iqokwe njengomthengi ohamba phambili, kanti izothenga enye impahla yayo yobuhlakani bokusungula ngesisekelo sebhidi esingu-$20 million. Inkampani ilindele ukuthi ukuthengiswa kwempahla kuqedwe ngasekupheleni kukaNovemba noma ekuqaleni kukaDisemba 2026, kanti ibhizinisi lizoqhubeka nokusebenza ngaleso sikhathi.##UkuqothukaKweCharacterAI##UkuthengwaYiDisney##UkuguqukaKwemboniYeAI#
191Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIsibikezelo se-Counterpoint: Imakethe yomshwalense wama-Robotaxi emhlabeni wonke izofinyelela ku-25.8 bhiliyoni zamadola ngo-2035
I-Counterpoint ikholelwa ukuthi umshwalense wezimoto zama-Robotaxi uhluke kakhulu kumshwalense wezimoto ojwayelekile ekuboneni ubungozi, futhi ukuhlolwa kweprimiyamu kuzoncika kakhulu endleleni yokusebenza, ekusebenzeni kobuchwepheshe nakwidatha yemoto.
192Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaKubikwa ukuthi i-Anthropic isizophothula izinhlelo zesikhungo sayo sokuqala sedatha eJapane: 500MW, e-Osaka
Lesi sikhungo sedatha se-AI ekuqaleni sizosebenzisa ugesi ongemva kwemitha, njengokukhiqiza ugesi endaweni ngamaseli kaphethiloli, okunikeza isikhathi esengeziwe sokulungiselela ingqalasizinda kagesi ehambisanayo.
193Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUcwaningo lweBloomberg luhlaziya izindleko zezikhungo zedatha ze-AI: Umthamo we-1GW ungadlula ku-$30 billion
Ama-chip abalulekile kanye nemishini ye-hardware yamaseva kubiza u-$17.1 billion, ukusetshenziswa kukagesi kubiza u-$3 billion, izinhlelo zokupholisa zibiza u-$1.66 billion, kanti izintambo zenethiwekhi zibiza u-$1.07 billion.
194Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-Huawei Hubble Investment ibambe iqhaza, i-Shita Robotics iqede uxhaso lwezimali lomjikelezo we-angel
I-Shenzhen Shita Robotics Technology Co., Ltd. iqede uxhaso lwezimali lomjikelezo we-angel, kanti abatshalizimali bahlanganisa i-Hubble Investment kaHuawei, izimali ezingaphansi kwe-Shenzhen High-Tech Investment kanye ne-Gaoxuan Investment, phakathi kwabanye. I-Duowei Capital ibe ngumeluleki wezezimali okhethekile. Lolu xhaso luzosetshenziselwa ukuthuthukisa nokuphindaphinda imikhiqizo kanye nokuyenza ibe ngeyohwebo, kunwetshwe izicelo ezimweni eziningi ezihlanganisa ubuhlakani obugxile emzimbeni, izinto zikagesi zabathengi kanye nezimboni.
195Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-AI nayo idinga “ukulwa nokuhlukunyezwa”: usozigidigidi ocebe kunabo bonke emhlabeni, uMusk, uncoma abasebenzisi ukuthi bangay “hluphi” i-SI ehlakaniphe ngokwedlulele
Ngemuva kokuthi i-Anthropic ibuyekeze inqubomgomo yayo yokusetshenziswa, ivimbele abasebenzisi ekuqhubekeni nokuthuka noma ukuphatha ngonya amamodeli e-AI ngaphandle kwenhloso ecacile, usozigidigidi ocebe kunabo bonke emhlabeni u-Elon Musk usekela le nqubomgomo.
196Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUchungechunge lwamakhadi e-Intel "Crescent Island" okucubungula iziphetho ezikhungweni zedatha luqanjwe ngokusemthethweni i-Intel GPU D Series
Umkhiqizo wokuqala, i-Intel GPU D270, unama-Xe cores angu-32 nezinjini ze-XMX ezingu-256, amandla e-FP8 angu-1.5TB/s; usekela imemori ye-LPDDR5X efika ku-480GB enomkhawulokudlulisa ofinyelela ku-1.5TB/s; ukusetshenziswa kwamandla kwekhadi lonke kungu-350W.
197Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaAma-CEO e-Intel ne-Broadcom bakhipha isexwayiso esifanayo: Ukushoda kwezimali kungaba yisithiyo esikhulu ekuthuthukisweni kwe-AI
Ama-CEO amabili axwayisa ngokuthi, njengoba imboni iqhudelana ekwakheni ingqalasizinda, ukuthola uxhaso kungaba yisithiyo esikhulu ekwandeni kwe-AI kunama-semiconductor, inkumbulo nogesi. Nokho, basawubheke kahle umdemandazo wesikhathi esifushane, bekholelwa ukuthi ukungalingani phakathi kokuhlinzekwa nesidingo kungaqhubeka kuze kube ngu-2030. #IsithiyoSokuxhasaI-AI# #Intel#
198Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUmbiko uthi kusukela kwasabalala ukuthuthukiswa kwe-AI, inani labahleli bohlelo abasanda kuqala emsebenzini eMelika lehle cishe ngo-20%; ochwepheshe baxwayisa ngokuthi eminyakeni engu-10 kungase kungabi khona ochwepheshe abaphezulu abatholakalayo
Idatha ye-Indeed Hiring Lab ikhombisa ukuthi kusukela ngoFebhuwari 2025, izikhangiso zemisebenzi yokuthuthukisa isoftware eMelika zikhule cishe ngo-15%, kanti inani lokuqashwa emakethe yezemisebenzi iyonke lehle ngo-7%.
199Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIsikhulu Esiphezulu se-TikTok u-Zhou Shouzi: Imakethe kungenzeka ilinganisele ngokweqile amandla entuthuko yesikhashana ye-AI, kodwa ibukele phansi umthelela wayo wesikhathi eside
U-Zhou Shouzi uveze ukuthi amandla entuthuko yesikhathi eside obuhlakani bokwenziwa asalokhu ebukelwa phansi. Eminyakeni emibili kuya kwemithathu ezayo, i-AI ingase iqhube intuthuko enkulu emikhakheni efana ne-physics ne-biotechnology.
200Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-Wuwen Xinqiong iqede uxhaso lwezimali lwe-Series C olungama-yuan ayizigidi eziyizinkulungwane ezingu-2.3, kwasungulwa amarekhodi aphezulu emkhakheni wengqalasizinda yomdabu ye-AI e-China kukho kokubili uxhaso lomjikelezo owodwa nolunqwabelene
Inkampani yengqalasizinda yobuhlakani bokwenziwa (AI Infra) i-Wuwen Xinqiong isiqede uxhaso lwezimali lwe-Series C olungama-yuan ayizigidi eziyizinkulungwane ezingu-2.3. (I-Securities Times)
201Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUMa Huateng uxoxa noNobhala weKomidi Leqembu lesiFundazwe saseGuangdong uHuang Kunming ehambisana nentsha eneminyaka engu-28, kuvela usosayensi omkhulu we-AI wakwaTencent uYao Shunyu
Ngo-Okthoba 8, usuku lokuqala lokusebenza ngemva kweholide loSuku Lukazwelonke, uHuang Kunming, uNobhala weKomidi Leqembu lesiFundazwe saseGuangdong, uvakashele eShenzhen ukuyocwaninga futhi wangena endlunkulu yakwaTencent. Engxoxweni, uMa Huateng, usihlalo webhodi labaqondisi kanye nesikhulu esiphezulu sakwaTencent, wakhuluma. Eceleni kwakhe kwakuhlezi insizwa eneminyaka engu-28 kuphela, okunguYao Shunyu, usosayensi omkhulu we-AI wakwaTencent. #UMaHuatenguxoxanentshaeneminyakaengu28noNobhalaweKomidiLeqembulesiFundazwe#
202Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-OpenAI imemezela ukuthi ubude obuzenzakalelayo bomongo we-GPT-6.1 Sol bukhushulwe busuka ku-272k baya ku-500k, okuwukwanda okungaba ngu-80%
UTibo uthe nakuba i-OpenAI isazoqhubeka nokwandisa umkhawulo esikhathini esizayo, lolu shintsho selunciphise kakhulu imvamisa yokucindezelwa komongo, futhi lwenza kube lula ukuphatha imisebenzi edinga ukugcinwa komongo omningi nemininingwane eyinkimbinkimbi isikhathi eside.
203Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaNgemva kokuhoxa kuka-Anthropic, kubikwa ukuthi i-Amazon ixoxisana ngokuthenga inkampani esafufusa i-Decart, ibheke isoftware yokushintsha ama-chip e-AI
Ngokusho kwabantu abanolwazi ngalolu daba, i-Amazon ixoxisana ngokuthenga inkampani esafufusa yobuhlakani bokwenziwa i-Decart, kanti inani lalesi sivumelwano lingaba cishe ku-$7 billion.
204Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUkwenqaba ukusayina isivumelwano selayisensi ye-AI se《Spider-Man Yethunzi》, umlingisi uNicolas Cage uthi kungenzeka angaphinde asebenze ne-Amazon
UNicolas Cage uzwakalise ngokusobala umbono wakhe nge-AI engxoxweni yephaneli e-New York Comic Con yango-2026. Usanda kudlala ochungechungeni lwe-Amazon Prime Video oluthi 《Spider-Man Yethunzi》.
205Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaSekuphele izinyanga eziyi-8 isusiwe, kodwa umzamo wokusindisa i-GPT-4o usaqhubeka
Ku-Change.org kunesicelo esibizwa ngokuthi “Please Keep GPT-4o Available on ChatGPT”. Kuze kube namuhla, abantu abangu-23930 sebesisayine.
206Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUmbiko uthi uClaude uvimbe ama-akhawunti ayizigidi ezingu-11.4 phakathi nonyaka, kwaphendulwa izinkulungwane ezingu-42 kuphela ngemva kwezikhalazo
Engxenyeni yokuqala ka-2026, esikhathini esifushane sezinyanga eziyisithupha kuphela, uClaude wavimba ama-akhawunti ayizigidi ezingu-11.4. Ezikhathazweni ezingu-398,000 ezafakwa, kwaphumelela ezingu-42,000 kuphela.
207Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-Amazon Web Services inikele ku-Yao Foundation, eyasungulwa ngu-Yao Ming, ngemali engu-US$1 million kanye nezinsiza zamafu ne-AI, ihlose ukuqeqesha ochwepheshe abahlanganisa i-AI nezemidlalo
Lolu hlelo lokusiza umphakathi lusebenzisa inethiwekhi yezikole ka-Yao Foundation ezweni lonke kanye nolwazi lwayo lokuqeqesha amathalente ezemidlalo. Luphinde lusebenzise uhlelo lomhlaba wonke lwe-Amazon Web Services i-Breaking Barriers, ubuchwepheshe bamafu ne-AI, ithimba labeluleki elakhiwe ngabakhi bezixazululo abanolwazi, kanye nezinsiza zokufunda zokuqeqeshwa nezitifiketi. Inhloso ukuqeqesha ochwepheshe abaningi abanolwazi lwe-AI kanye namakhono ochwepheshe bezemidlalo, ukuze kunikwe amandla imboni yezemidlalo yaseChina ukuthi ithuthuke ngokushesha enkathini ye-AI.
208Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaKubikwa ukuthi i-Meta isimise uhlelo lokuqashisela i-Anthropic amandla ekhompyutha e-AI
Njengoba kukhishwa kancane kancane amamodeli azakhele wona ochungechunge lwe-Muse, ibhizinisi le-Meta le-AI selilulame ngokushesha esimweni esibucayi langaphambilini, kanti nesidingo salo samandla ekhompyutha sikhule ngokushesha.
209Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-IMF: Uma isetshenziswa kahle, i-Artificial Intelligence ingakhuphula izinga lokukhula komnotho womhlaba ngamaphesenti angu-0. 5 ngonyaka
Utshalomali lomhlaba wonke ku-AI njengengxenye ye-GDP luzofinyelela, futhi cishe lweqe, amazinga otshalomali ayekhona ngesikhathi kwakhiwa ojantshi, amanethiwekhi kagesi kanye namanethiwekhi okuxhumana. I-IMF ilinganisela ukuthi i-hardware ye-AI nemikhiqizo yobuchwepheshe ehlobene nayo manje seyenza ngaphezu kuka-1/10 wesamba sohwebo lwezimpahla emhlabeni.
210Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-Meta nabalingani abaningi bethula iphrothokholi ye-PAP: ilawula indlela ama-agent omuntu siqu axhumana ngayo nezinsizakalo zamabhizinisi
Le phrothokholi isekelwe ezingeni elivuthiwe le-OAuth; isimiso sayo ukuthi abathengi banquma ukuthi yiziphi izimvume zokufinyelela abazinika ama-agent abo omuntu siqu, kanti amabhizinisi abeka imingcele yemisebenzi engenziwa yilawa ma-agent.
211Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIzwe lethu lizoqalisa isenzo sokukhuthaza ukuqashwa esivumelana nokuthuthuka kobuhlakani bokwenziwa
Emhlanganweni wabezindaba wochungechunge lweHhovisi Lolwazi loMkhandlu Wombuso obubanjwe namhlanje ekuseni (10) ngaphansi kwesihloko esithi “Ukuqala nokuthatha izinyathelo ‘Ohlelweni Lweminyaka Emihlanu Lweshumi Nanhlanu’”, kwethulwe ukuthi izwe lethu lizoqalisa isenzo sokukhuthaza ukuqashwa esivumelana nokuthuthuka kobuhlakani bokwenziwa, isenzo sokuqeqesha esithi “Amakhono akhanyisa ikusasa”, isenzo sokukhuthaza ukuqashwa kwabasebenzi abafudukayo basemaphandleni, isenzo sokuhlinzeka ngezinsizakalo zomphakathi zokuqashwa ezisezingeni eliphezulu, kanye nesenzo sokuthuthukisa ukuhlanganiswa kwe “izinsizakalo zabasebenzi +”.
212Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIsivumelwano se-4 se-AI esidalulwe ngo-2026: I-Apple itshala imali kwa-Huxe, eyasungulwa ngamalungu angaphambili eqembu le-Google NotebookLM
Isikhungo sezindaba zobuchwepheshe i-9to5Mac sishicilele umbhalo izolo (Okthoba 9), sibika ukuthi i-Apple ifinyelele esivumelwaneni nenkampani esafufusa yomsindo we-AI i-Huxe mayelana nokuqashwa kwamathalente nokunikezwa kwelayisensi yobuchwepheshe. Lesi yisivumelwano okungenani sesi-4 esihlobene ne-AI ye-Apple esidalulwe kulo nyaka.
213Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaKubikwa ukuthi abaphathi be-OpenAI ne-Anthropic bacubungula ngasese izimo zezinhlekelele ze-AI ukuze babhekane nokuphikiswa umphakathi nezombusazwe
Abaphathi be-Anthropic, OpenAI nezinye izinkampani zobuhlakani bokwenziwa bacubungula ngasese ukuthi bangabhekana kanjani nokubhikisha okukhulu komphakathi nosopolitiki kanye negagasi lokuphikiswa uma kwenzeka inhlekelele enkulu ye-AI.
214Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUSon omkhulu kaMasayoshi Son ekutshalweni kwezimali ku-AI, kubikwa ukuthi iSoftBank ifuna ukuqongelela amaRandi ayizigidi eziyizinkulungwane eziyikhulu kubatshalizimali baseGulf
Phambilini, uMasayoshi Son watshala izimali ezinkulu emkhakheni we-AI, waba ngomunye wabasekeli abakhuthele kakhulu balobu buchwepheshe.
215Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaCounterpoint: Akunasidingo sokukhathazeka ngokuncipha kwesidingo sememori ye-HBM, ukunqwabelaniswa okuphezulu kusewumkhuba wemboni
Lesi sikhungo sikholelwa ukuthi emithwalweni yokusebenza ye-AI XPU, ukuqinisekisa umkhawulokudonsa nomthamo kubaluleke kakhulu kunokunciphisa izindleko.
216Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaKubikwa ukuthi i-NVIDIA ihlela ukutshala imali enkampanini ye-AI inference ASIC i-d-Matrix; lezi zinhlangano sezifinyelele isivumelwano sokubambisana kwezobuchwepheshe
I-d-Matrix ike yathi i-XPU yayo yesizukulwane esilandelayo ye-inference izosekela i-ecosystem ye-NVLink Fusion futhi isebenzise ireferensi ye-architecture yerack ejwayelekile ye-MGX.
217Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUmkhwenyana ka-Huang Renxun, uNico Caprez, ukhushulelwe ngokushesha waba yiphini likamongameli lokukhula kwengqalasizinda ye-AI yomhlaba wonke kwa-Nvidia; wayengumshushuluzi okhokhelwayo
Indodakazi endala ye-CEO yakwa-Nvidia u-Huang Renxun, uMadison Huang (Huang Minshan), isanda kushada noNico Caprez oneminyaka engu-35. NgoJanuwari walo nyaka, uCaprez ukhushulelwe ngokushesha waba yiphini likamongameli lokukhula kwengqalasizinda ye-AI yomhlaba wonke kwa-Nvidia.
218Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUJoseph Tsai wakwa-Alibaba: Ngemva kweminyaka emihlanu i-AI izoba njenge-inthanethi yanamuhla, ihlanganiswe nazo zonke izingxenye zomphakathi
Usihlalo weqembu i-Alibaba, uJoseph Tsai, uhambele umcimbi omkhulu wamazwe ngamazwe wezobuchwepheshe nokutshalwa kwezimali i-Wave by Vento 2026 eTurin, e-Italy, lapho exoxe khona ngenani lokusetshenziswa kwe-AI, isu le-Alibaba le-AI elihlanganisa lonke uchungechunge lobuchwepheshe, kanye namathemba entuthuko ye-AI esikhathini esizayo.
219Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaImali engenayo yonyaka ye-OpenAI kubikwa ukuthi isisondele ku-US$50 billion, cishe i-US$20 billion ngaphansi kwalokho obekulindelwe
Umbhalo wezimali wakamuva owabelwe abatshalizimali be-OpenAI uveza ukuthi imali yayo engenayo yangempela yonyaka inesikhala esicishe sibe yi-US$20 billion uma iqhathaniswa nalokho inkampani eyayikulindele ngaphambilini.
220Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaU-Altman we-OpenAI: Umhlaba kufanele wamukele ezinye “izinto ezimbi” ezilethwa yi-AI ukuze uthole izinzuzo ezinkulu
Engxoxweni nohlelo lokuqala lwe-podcast entsha ye-Politico ethi《Decoded》, uSam Altman, oyi-CEO ye-OpenAI, uthe umhlaba kufanele wamukele ezinye “izinto ezimbi” ezilethwa ubuhlakani bokwenziwa ukuze uthole izinzuzo ezinkulu zobuchwepheshe kanye nokuzimela kwabasebenzisi.
221Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaKubikwa ukuthi inkampani ye-Alphabet yokuthuthukisa imithi nge-AI, i-Isomorphic Labs, ifuna uxhaso ngenani elilinganiselwa ku-400~500 billion dollars
NgoMeyi walo nyaka, i-Isomorphic Labs yathola uxhaso lwe-Series B, yaqoqa ama-dollar ayizigidi eziyizinkulungwane ezingu-21 kubatshalizimali abahlanganisa inkampani engumzali.
222Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaU-Huang Renxun ukhathazekile ngokuncipha kwesidingo se-AI; kubikwa ukuthi i-Nvidia ihlela ukutshala enye i-US$1 billion enkampanini yamarobhothi anesimo somuntu i-Figure
U-CEO we-Nvidia u-Huang Renxun, ohola isu lokutshala izimali, uhlale ezizwa engakhululekile ngesikhundla senkampani ezimakethe zomhlaba. Phambilini uvumile ukuthi ukhathazeka ngokuthi isidingo se-AI singancipha, noma kuvele imikhiqizo engathatha indawo yama-chip e-Nvidia, okungabangela inkampani ilahlekelwe yisikhundla sayo esiholayo, okuyinto emkhathazayo kakhulu.
223Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhaya“U-Czar we-AI wase-White House” uqala umsebenzi wakhe eSilicon Valley, kubikwa ukuthi uzohlangana noJensen Huang waseNvidia, uSam Altman wase-OpenAI namanye ama-CEO ezinkampani ezinkulu
UClayton uthe izinkampani ezithuthukisa i-AI zizoqhubeka nokucwaninga ubuchwepheshe, ngesikhathi zigxile nasekuphepheni komphakathi. “Amamodeli kumele abe nezindlela zokulawula nokuqapha ezamukeleka kubathuthukisi nasezinkampanini, kodwa futhi zamukeleke nakubantu baseMelika. Sizodinga ukuthi yonke imboni igcwalise lesi sithembiso.”
224Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaKulinganiselwa ku-5% kuphela eminyakeni eyi-10: Usomnotho owawina uMklomelo kaNobel uyakusekela, i-AI ngeke ithathe imisebenzi yakho ngobuningi
UMustafa Suleyman, isikhulu esiphezulu se-AI kwa-Microsoft, wabhala ku-X mhla zi-6 kuMfumfu, ecaphuna isibikezelo sikaDaron Acemoglu, owawina uMklomelo kaNobel kwezomnotho, sokuthi eminyakeni eyi-10 ezayo cishe u-5% kuphela wemisebenzi yabantu ozothathwa ubuhlakani bokwenziwa.
225Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhaya“Ubaba we-iPod” uFadell uhlaziya ukuthi kungani amadivayisi okuqala e-AI afana ne-Rabbit R1 ehlulekile: awazange ahlangabezane nanoma yisiphi isidingo ngempela
UTony Fadell uthi amadivayisi okuqala e-AI afana ne-Rabbit R1 awazange ahlangabezane nezidingo zangempela zabasebenzisi, futhi abathengi abakakakhi ukwethemba abasizi be-AI. Ukwamukelwa kabanzi kwehadiwe ye-AI kusenendlela ende okufanele ihanjwe.#AI硬件#
226Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaICoreWeave ingena eNdiya, isayina isivumelwano sokuqasha umthamo wesikhungo sedatha esingu-240MW
ICoreWeave ihlela ukufaka inkundla ye-NVIDIA Vera Rubin esikhungweni sedatha saseTaloja eMumbai New Town. Isigaba sokuqala sale ndawo kulindeleke ukuthi siqale ukusebenza maphakathi no-2028.
227Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUSuzi Feng wakwa-AMD uthembisa ukwandisa kakhulu ukuhlinzekwa kwama-chip ezikhungo zedatha ze-AI ngo-2027
Ngesikhathi exoxa nabezindaba e-Taiwan, uSuzi Feng uthe njengoba u-2026 uqhubeka, i-AMD isingaqinisekisa ukwanda kokuhlinzekwa, kanti ngo-2027 kuzoba nokwanda okukhulu. Lolu hambo lokuvakashela i-Foxconn ne-TSMC luhlose ukukhulisa umthamo wokukhiqiza ama-CPU nama-GPU ukuze kuhlangatshezwane nezidingo ze-AI, kodwa akuzange kukhulunywe ngemikhiqizo yabathengi.##AMD##USuzi Feng##Ama-chip e-AI#
228Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-Google ikhubeka e-Finland: izikhungo ezimbili zedatha ziyalelwa ukuba zimise umsebenzi, ukuhlolwa komthelela kwezemvelo kuba yisithiyo
Iziphathimandla ezilawula ezemvelo e-Finland zifuna inkampani engaphansi kwe-Google imise ukwakhiwa kwezikhungo zedatha e-Muonio nase-Kajaani kuze kuqedwe ukuhlolwa komthelela kwezemvelo. I-Google isanda kuthembisa ukutshala imali engu-150 billion dollars ekwakheni ingqalasizinda ye-AI, kodwa iphrojekthi imisiwe ngenxa yezinkinga ezihlanganisa ukugawulwa kwezihlahla.##I-Google##Izikhungo zedatha e-Finland##Ukuvikelwa kwemvelo#
229Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaU-Xu Zhijun wakwaHuawei: Isabelo semakethe se-Ascend eChina sesidlule esakwaNvidia, ama-supernode angu-950 awanele ngisho nasemakethe yasekhaya, alikho icebo lokungena ngokuphelele ezimakethe zaphesheya
I-Huawei ishicilele umbhalo osemthethweni ngo-Okthoba 5, yadalula okuqukethwe kweseshini yemibuzo nezimpendulo phakathi kuka-Xu Zhijun, usihlalo ojikelezayo webhodi le-Huawei, uDkt. Liao Heng, usosayensi omkhulu wakwaHiSilicon, kanye nezintatheli ngesikhathi seHuawei Connect ngoSepthemba 17.
230Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-OpenAI yengeza ukuhlolwa kweminyaka okuzenzakalelayo ku-ChatGPT; abasebenzisi abangaphansi kweminyaka engu-18 bazovulelwa ngokuzenzakalelayo imodi yentsha
I-OpenAI imemezele ukuthi i-ChatGPT izohlonza ngokuzenzakalelayo abasebenzisi abangaphansi kweminyaka engu-18 futhi ivule imodi yolwazi yentsha, ivimbele okuqukethwe okubucayi okufana nodlame nezocansi. Uma kwenziwe iphutha, iminyaka ingaqinisekiswa nge-Persona.##ChatGPT##OpenAI##UkuvikelwaKwentsha#
231Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIntengo yesabelo se-AMD ifinyelele ezingeni eliphezulu kakhulu emlandweni! I-CEO uLisa Su uthi isidingo sama-chip e-AI sikhulu kakhulu, futhi ukukhiqizwa kuzoqhubeka kwandiswe kakhulu
Ekuqaleni kokuhweba, i-AMD ikhuphuke cishe ngo-3%, yafinyelela ku-649.88 US dollar, okuyizinga eliphezulu kakhulu emlandweni, kanti inani layo lemakethe selifinyelele ku-1.06 trillion US dollar.
232Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-Renesas yethula i-semiconductor yayo yokuqala yamandla ye-gallium nitride enamandla kagesi aphansi, eqondiswe ezikhungweni zedatha ze-AI, kumarobhothi anomzimba womuntu nakwezinye izindawo
Lolu chungechunge lungama-transistor amandla e-GaN ahlukene angu-100V anohlobo lwe-enhancement, oluhlanganisa amamodeli amaningi afana ne-RTP100E005G1FL. Uma kuqhathaniswa namadivayisi e-GaN afanayo, i-hard-switching FOM yehle yafika ku-35%, i-soft-switching FOM yehle yafika ku-63%, kanti ukulahleka kwamandla ngesikhathi sokushintsha kwehle kakhulu ngo-40% kuya ku-70%. Ngaphezu kwalokho, iphakheji iyahambisana namadivayisi e-silicon, okwenza kube lula ukuthuthela ngokushesha emiklamweni ekhona.##I-Renesas##i-gallium nitride##izikhungo zedatha ze-AI#
233Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaImibiko ithi iMeta neMicrosoft bacele abasebenzi banciphise ukusebenzisa iClaude, basebenzise kakhulu i-AI yabo ukuze bonge izindleko
I-Meta neMicrosoft bacele abasebenzi banciphise ukusebenzisa imodeli ye-AI iClaude yakwa-Anthropic ukuze banciphise izindleko, futhi basebenzise kakhulu amathuluzi e-AI abawathuthukise bona.
234Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIGroq imangalelwe: Isolwa ngokudela amalungelo abanikazi bamasheya abambalwa esivumelwaneni esifana nokuthengwa esibiza u-$20 billion ne-NVIDIA
Isivumelwano sikaGroq ne-NVIDIA esibiza u-$20 billion sihlukaniswe saba izingxenye ezi-2: u-$17 billion uzokwabelwana ngawo yibo bonke abanikazi bamasheya, kanti omunye u-$3 billion uzonikezwa abasebenzi bakwaGroq abathuthele kwa-NVIDIA ngendlela yamasheya e-NVIDIA anemikhawulo yokudayiswa.
235Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUhulumeni waseNorway uhlela ukuvala okwesikhashana izibuko zamehlo zobuhlakani bokwenziwa ezindaweni ezithile ezibucayi
Lezi “zindawo ezibucayi” zingase zihlanganise amapaki, amabhishi, iminyuziyamu, izikhungo zokuthenga, izikole, izinkulisa, izinkundla zokudlala, izikhungo zemisebenzi yangemva kwesikole, izikhungo zezempilo, kanye nezindawo zokuzivocavoca ezinamakamelo okushintsha neziphuzo
236Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-Wikimedia: I-ejenti ye-AI engalawuleki ye-OpenAI kungenzeka yabangela ukuphazamiseka kwezinsizakalo zedatha ngoMeyi
I-Wikimedia Foundation iqinisekise ukuthi ibone imisebenzi ehlobene ne-ejenti engalawuleki ye-OpenAI. Izicelo zayo eziningi zokufinyelela kungenzeka zabangela ukuphazamiseka kwezinsizakalo ze-Wikidata ngoMeyi kulo nyaka, futhi kungenzeka yenza nezenzo ezifana nokuhlela amasayithi ngaphandle kwemvume. I-OpenAI njengamanje isebenzisana nayo ekuphenyeni lolu daba. #OpenAI# #Wikimedia#
237Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUbufakazi bokukhangisa obudlula ikhulu leminyaka: I-SKF isebenzisa i-AI “ukuvusa” umlingisi ongasekho uGreta Garbo ukuze enze isikhangiso
Umkhiqizi wama-bearings waseSweden i-SKF usebenzise amathuluzi afana ne-Seedream 5 Pro ne-Seedance 2 yakwa-ByteDance, i-Kling AI kanye ne-Google Gemini ukuze enze isithombe esibonakalayo sikaGreta Garbo sibe yingxenye yesikhangiso. Le phrojekthi igunyazwe abaphathi befa likaGarbo, kodwa umgxeki wamafilimu uPeter Bradshaw uyinikeze inkanyezi eyodwa, kanti osaziwayo abafana noGeorge Clooney nabo bazwakalise ukukhathazeka ngomkhuba we-AI “wokuvusa ngokuhlanganisa” abantu asebashona. #UkuvusaOsaziwayoNgeAI# #ImpikiswanoNgesikhangisoSeSKF#
238Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaImodeli yezinqumo ye-TypeSafe AI i-Jev icubungula ama-Token ayizigidigidi eziyi-1 ngosuku, izikhondlakhondla zaseSilicon Valley zilandela ngokushesha ziyikopisha
Le modeli yehlukile kumarobhothi ezingxoxo: ayikhiqizi umbhalo, kodwa ihlukanisa okokufaka ikufake kokuphumayo okubekwe kusengaphambili, isebenzisa “ukufunda okuqinisa okuqondiswe ezinqumweni ezikalibhethiwe”. Umsunguli wayo uvela e-OpenAI, futhi okwamanje isetshenziswa cishe u-25% wezinkampani eziku-Fortune 500 emhlabeni jikelele. Inani lama-token elicutshungulwa ngosuku selifinyelele kuma-trillion ayizigidi eziyi-1, kanti inani layo emzuliswaneni omusha woxhaso lingadlula ku-$10 billion. #Jev模型# #TypeSafeAI#
239Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhaya“Ubuchopho obujwayelekile bamarobhothi” buheha abatshalizimali: I-FieldAI ihlela ukuqongelela ama-dollar ayizigidi ezingu-700, inani lenkampani lifinyelela kuma-dollar ayizigidi eziyizinkulungwane ezingu-10
Inkampani yamarobhothi i-FieldAI iqongelela ama-dollar ayizigidi ezingu-700, kanti inani layo ngemva kokutshalwa kwezimali lifinyelela kuma-dollar ayizigidi eziyizinkulungwane ezingu-10. Esikhathini esingaphezu konyaka, inani layo liphindeke kahlanu. Le nkampani igxile ekwakheni “ubuchopho” obujwayelekile bamarobhothi, futhi inani lama-oda ayo selidlule kuma-dollar ayizigidi eziyikhulu #FieldAI# #UbuchophoBamarobhothiJikelele#
240Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaNgemva kokuba uTrump eguqule “ubuhlakani bokwenziwa” baba “ubuhlakani obuphakeme”, uMusk uqinisekisa ukuthi i-SpaceXAI izoqanjwa kabusha ibe yi-SpaceXSI
U-Elon Musk uthe namuhla enkundleni ye-X ukuthi i-SpaceX yinkampani yobuhlakani obuphakeme.
241Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUmnikazi wendawo ye-Airbnb usebenzise izithombe ezenziwe yi-AI ukuqola isivakashi, efuna imali yokulungisa; isivakashi sikubone ngomhloli wama-watermark
Ngemva kokuphuma, isivakashi safunyanwa umnikazi wendawo sifuna sikhokhe umonakalo. Lapho sihlolisisa izithombe, sabona ukuthi amabala amanzi phansi ayengejwayelekile. Sisebenzisa i-Gemini, sathola i-watermark ye-SynthID, saqinisekisa ukuthi izithombe zenziwe yi-AI. I-Airbnb yanquma ukuthi isimangalo asihlangabezani nemibandela, yabe isijezisa umnikazi wendawo. Khumbula ukuthatha izithombe njengobufakazi lapho uphuma, futhi ungazethembi kalula izithombe eziku-inthanethi. #UkuqambaAmangaNge-AI# #Airbnb#
242Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-Reuters: I-AI igijimela ukushintsha umhlaba ngaphambi kokuphela kwezimali
Njengamanje, ukutshalwa kwezimali emkhakheni we-AI emhlabeni wonke sekudlule amazinga abonwa ngesikhathi sokwakhiwa kwezitimela nangesikhathi sokudlondlobala kwe-inthanethi. I-PwC ilinganisela ukuthi ukutshalwa kwezimali okuqoqiwe ezikhungweni zedatha emhlabeni wonke kuphela kuzodlula ama-dollar ayizigidi eziyizinkulungwane ezingu-30 ngo-2050. Nokho, ukwanda komkhiqizo akukabonakali kulesi sigaba, futhi okulindelwe mayelana nembuyiselo yokutshalwa kwezimali kusenokungaqiniseki.
243Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaKubikwa ukuthi i-Amazon icabangela ukuhlukanisa bese iqasha futhi ama-chip e-AI i-NVIDIA Grace Blackwell abiza u-$8 billion
Indlela yokuhlukanisa bese uqasha futhi ingasiza i-Amazon yehlise ingcindezi yezikweletu ebangelwa ukutshalwa kwezimali okukhulu kwingqalasizinda yobuhlakani bokwenziwa, futhi isebenze ngendlela edinga izimpahla ezimbalwa.
244Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaNgemva kokuba uTrump ephakamise ukuthi “ubuhlakani bokwenziwa” bubizwe ngokuthi “ubuhlakani obukhulu”, ukubhaliswa kwezizinda zaseSlovenia ze“.si” kukhuphuke ngo-2100% uma kuqhathaniswa nenyanga edlule
UTrump ufuna kusetshenziswe isifinyezo esithi SI esisho “ubuhlakani obukhulu” esikhundleni se-AI, kanti isijobelelo sezizinda zaseSlovenia siyizwe.si. Umkhulumeli we-Register.si, uClara Herman, uthe ngoSepthemba kwabhaliswa izizinda ze-.si ezingu-44000, kanti ngo-Agasti zazingaphansi kuka-2000, okuwukukhula okungaphezu kuka-2100%. Uma kuqhathaniswa nezinyanga eziyi-12 ezedlule, izinga lokubhaliswa kwezizinda ngasekupheleni kukaSepthemba “alizange libonwe ngaphambilini”.
245Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-Anthropic ihlela ukusebenzisa u-$100 wezigidi ukuqeqesha onjiniyela abayizi-10 000, ixazulule “ukushoda kwethalente” ekusetshenzisweni kwe-AI emabhizinisini
Onjiniyela bokuqala abazobamba iqhaza kulolu qeqesho bavela kwa-Accenture, Bain, Capgemini, Deloitte, McKinsey, Morgan Stanley, Novo Nordisk nase-Commonwealth Bank of Australia. Inhloso ye-Anthropic ukuqeqesha onjiniyela abayi-10 000 abagxile ekusetshenzisweni kwezobuchwepheshe obuphambili ekupheleni kuka-2027.
246Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaInkantolo yase-Japan iqinisekisa okokuqala ukuthi izwi livikelwe ngumthetho, “umlingisi wezwi we-AI” uthinte amalungelo esithombe
Inkantolo yase-Tokyo yamukele izimangalo zomsakazi wezwi odumile wase-Japan uTsuda Kenjiro ecaleni alifake ngokumelene ne-TikTok, yanquma ukuthi ukulingisa ngaphandle kwemvume izwi lakhe lesilisa eliphakathi nendawo “eliwugqinsi” kusetshenziswa i-AI kuthinta amalungelo, futhi yaqinisekisa okokuqala emikhubeni yokwahlulela yase-Japan ukuthi izwi lomuntu livikelwe ngumthetho.
247Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUkunikeza i-AI amandla ezimali: kubikwa ukuthi i-OpenAI isithole enye imali engu-$20 billion, kanti i-Nvidia, i-SoftBank ne-Amazon sezikhokhe cishe u-90%
Isikhungo sabezindaba zobuchwepheshe i-The Information sishicilele umbiko namuhla (Okthoba 2), sithi i-Nvidia ne-SoftBank sezikhokhe ngayinye isitolimende sokugcina sika-$10 billion sokutshala imali ku-OpenAI (inothi le-IT之家: ngokwezinga lamanje lokushintshisana, cishe u-¥67.146 billion), ngaleyo ndlela zagcwalisa izibopho zazo zokutshala imali zika-$30 billion ngayinye (ngokwezinga lamanje lokushintshisana, cishe u-¥201.437 billion).
248Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-Bain: Imboni ye-AI yomhlaba wonke kufanele ikhiqize imali engenayo yonyaka engu-$6 trillion ngo-2031 ukuze kufakazelwe ukubaluleka kwezikhungo zedatha
I-Bain ithi ukuze kusekelwe ukutshalwa kwezimali okukhulu okwenziwa njengamanje ekwakhiweni kwezikhungo zedatha emhlabeni wonke, imboni ye-AI yomhlaba wonke kufanele ikhiqize imali engenayo engu-$6 trillion ngonyaka ngo-2031, okuyisilinganiso esicishe sibe ngu-¥40.29 trillion ngokwezinga lamanje lokushintshaniswa kwemali.
249Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIlungiselela ukufakwa ohlwini ngaphambi koSuku Lokubonga, kuthiwa i-Anthropic ihlose ukufakwa ohlwini maphakathi noNovemba ngokushesha okukhulu
Abantu abanolwazi ngalolu daba bathi i-Anthropic ingase iqale ngokusemthethweni ukwethula i-IPO yayo ngesonto lika-9 Novemba ngokushesha okukhulu, futhi izama ukuqala ukuhweba emakethe ngaphambi koSuku Lokubonga mhla zingama-26 kuNovemba. Ezinsukwini ezimbalwa ngaphambi nangemva koSuku Lokubonga, umsebenzi wokuhweba ezimakethe zezimali uvamise ukwehla kakhulu.
250Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUGurman: Ihabhu yokuqala yakwa-Apple yasekhaya ehlakaniphile izosekela ukubonwa kobuso nge-AI, ishintshele amalungu omndeni okuqukethwe okukhethekile
Kusakazo lokuqala lwe-podcast i-Power On, uMark Gurman we-Bloomberg udalule ukuthi ihabhu yokuqala yakwa-Apple yasekhaya ehlakaniphile (Home Hub) izosebenzisa ukubonwa kobuso nge-AI, ibone ilungu lomndeni elikhona bese ibonisa okuqukethwe okufanele lona.
251Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-OpenAI iqede ukusebenzisana nabacwaningi abathathu ngenxa yokwephula imithetho yokufinyelela nokwabelana ngolwazi olubucayi
I-OpenAI imemezele ukuthi iqede ukusebenzisana nabacwaningi abathathu, ngenxa yokuthi bephule imithetho yokufinyelela nokwabelana ngolwazi olubucayi.
252Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUmdondoshiya kagesi waseJapane i-JERA ubambisene noDell nabanye ozakwethu ukwakha isikhungo sedatha se-AI esikhulu kunazo zonke ezweni e-Chiba
Lesi sikhungo sedatha se-AI siseduze nesiteshi samandla esishisayo esiphethwe yi-JERA, futhi sizothola ugesi ngokuqondile ngemuva kwemitha. Ngenxa yalokho, isikhathi sokwakha nokugunyaza ingqalasizinda kagesi ehambisana naso sincishiswe kakhulu.
253Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-Anthropic inikeza abasebenzisi be-Claude amathoyizi athambile nezitikha mahhala, umuntu ngamunye uthola eyodwa kuphela
Abasebenzisi badinga kuphela ukungena kuwebhusayithi ye-Claude Dev, bavule itheminali, bese befaka umyalo ohambisanayo ukuze babhalisele ukuthola. Umuntu ngamunye uvunyelwe ukuthola eyodwa kuphela, futhi umcimbi uzophela uma izipho seziphelile. Ukulethwa kwenziwa ezindaweni ezithile kuphela. Bheka umcimbi othi #Anthropicแจกamahhala# wezinto zokuphromotha.
254Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-CEO yakwaFord uFarley: I-AI izoba “umlingani” wabasebenzi bezandla, ibasize bafunde amakhono ngokushesha
UFarley wachaza kabanzi wathi: “Ngicabanga ukuthi iningi lale misebenzi lizosebenzisa i-AI, futhi ngeke lithathelwe indawo kalula yi-AI. Kodwa uma usebenza ngamaspredishithi emnyangweni wezezimali, usebenza esikhungweni sezingcingo, noma ungumhleli wezinhlelo osaqalayo, okungenani ekuqaleni kwalesi sigaba sokuthuthuka kwe-AI, le misebenzi izoshintsha nakanjani, kanti eminye izonyamalala.”
255Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIzikhungo zedatha zidala isidingo esikhulu sabasebenzi, isikhulu se-Google sithi kunesikhala semisebenzi yezobuchwepheshe engamakhulu ezinkulungwane e-United States
Namuhla, izikhungo zedatha seziphenduke enye yezindawo okugxilwe kuzo empikiswaneni nge-AI. Abagxeki bakhathazekile ngokuthi ukwakhiwa kwezikhungo zedatha ngezinga elikhulu kungadala izinkinga emiphakathini, njengokusetshenziswa kwamanzi, ugesi nomsindo. Nokho, izikhungo zedatha ziphinde zadala isidingo esikhulu sabasebenzi, ikakhulukazi ngenxa yokushoda kwabasebenzi abanamakhono ezobuchwepheshe.
256Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaISoftBank iqede utshalomali lwayo lokugcina ku-OpenAI, isithembiso sika-$30 billion sesifezekile ngokuphelele
ISoftBank iqede utshalomali lwayo lokugcina luka-$10 billion ku-OpenAI nge-Vision Fund 2, okwenza isamba sika-$30 billion sesifezekile ngokuphelele. Kulindeleke ukuthi ibe nesabelo esicishe sibe ngu-13%. Izimali zivela ekukhishweni kwamabhondi esikweletu ezinkampani anenzuzo ephezulu okukhulu kunakho konke emhlabeni. I-OpenAI ifuna uxhaso olusha okungenani luka-$30 billion. #UtshalomaliLweSoftBankKuOpenAI# #UbuhlakaniBokwenziwa#
257Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUBill Gates: Izinkampani ezisebenzisa amarobhothi esikhundleni semisebenzi yabantu kufanele nazo zikhokhe intela
UBill Gates, umsunguli obambisene naye weMicrosoft kanye nomvikeli wezipho ongunobhiliyoni, ukholelwa ukuthi uma i-AI ithatha indawo yemisebenzi yabantu ngezinga elikhulu, amarobhothi angakhokhiswa intela ukuze abantu abaphelelwa umsebenzi baqhubeke nokuthola isiqinisekiso semali engenayo. Ngisho noma i-AI ikhipha abantu emakethe yezemisebenzi, umphakathi usenalo “ilungelo lokunquma” ukuthi ungabasekela kanjani abasebenzi.
258Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUBurry we-“The Big Short”: Ukuze kuzuze isintu, imakethe kufanele yehle kakhulu kanye, ingavumeli i-OpenAI ne-Anthropic ukuthi kungene emakethe yamasheya
Umtshalizimali odumile othengisa amasheya ngokuwaboleka, uMichael Burry, oyisibonelo sangempela somlingiswa we-“The Big Short”, ukholelwa ukuthi ukuwa okukhulu kwemakethe okungavimbela i-OpenAI ne-Anthropic ukuthi kungene emakethe yamasheya kungaba yinzuzo esintwini. “Ukuze kuzuze isintu, imakethe kufanele yehle kakhulu kanye, ingavumeli i-OpenAI ne-Anthropic ukuthi kungene emakethe yamasheya.”
259Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIndoda yaseSingapore ibekwe icala ngokusebenzisa i-AI ukukhiqiza izithombe zengwenya ihlasela ichibi, ingase ibhadle iminyaka engu-10 ejele nenhlawulo engu-S$10,000
Indoda yaseSingapore u-Ye Lin yasebenzisa i-Google Gemini ukukhiqiza isithombe sengwenya ebonakala e-Pandan Reservoir, yasithumela kozakwabo, okwabangela ukwethuka emphakathini kanye nokuseshwa yisikhungo samanzi. Ubhekene namacala okusabalalisa ulwazi olungamanga nokususa ubufakazi, futhi angaboshwa iminyaka engu-10 ejele. Uzophinde avele enkantolo mhla ziyi-10 kuNovemba. #OkuqukethweOkukhiqizweNge-AI# #UlwaziOlungamanga#
260Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUDoubao umemezela ukwesekwa kwezinsizakalo zokuhamba: ukubhukha amathikithi endiza, esitimela kanye nokuzulazula kwamatekisi
UDoubao manje unikeza ukubhukha amathikithi endiza nawesitimela, kanye nokuzulazula kwamatekisi nezinye izinsizakalo. Khuluma nje ukuze uhlele lonke uhambo lwakho. #豆包出行服务# Isibambisene nabahlinzeki bezinsizakalo abahamba phambili abafana ne航班管家, 高铁管家, 曹操出行 kanye neBaidu Maps.
261Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUmbiko uthi osonkontileka be-Microsoft Copilot bangabuka ngokugcwele izithombe ezilayishwe abasebenzisi, imiyalelo ye-AI nokunye
I-404 Media, inkundla yezindaba zobuchwepheshe, iveze mhla zingama-28 kuMandulo umbhalo wangaphakathi othi amakhulu osokontileka abaqashwe yi-Microsoft angabona izithombe ezilayishwe abasebenzisi ezinobuso obubonakala ngokucacile, kanye nemiyalelo ehambisanayo nemiphumela yokuhlela ekhiqizwe yi-AI.
262Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaKudaluliwe uhlelo lwe-AI lokubeka amanani kwaMcDonald’s: umehluko wentengo webhega efanayo ufinyelela ku-21% phakathi kwamamayela angu-2
Ucwaningo lweReuters lubonisa ukuthi uMcDonald’s usebenzisa injini ye-AI yokubeka amanani ukuhlaziya idatha yokuthengiselana yezitolo ezicishe zibe ngu-14000, ikhiqize “intengo efanele” yomkhiqizo ngamunye. Nokho, abanikazi bama-franchise bathi ikomkhulu liyabacindezela ukuba balandele amanani aphakanyisiwe, kanti i-Big Mac efanayo ingaba nomehluko wentengo ofinyelela ku-21% ezitolo ezahlukene. #UkubekaAmananiNge-AIKwaMcDonalds# #ImpikiswanoYokubekaAmananiNgokwe-Algorithm#
263Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaU-Altman we-OpenAI: Umthelela we-AI uzodlula owoGuquko Lwezimboni, manje yisikhathi esingcono kakhulu sokungena emakethe yezemisebenzi
U-Altman wethule i-ejenti entsha ehlakaniphile ye-AI, i-Dots, engqungqutheleni i-DevDay eSan Francisco. Ukholelwa ukuthi umthelela we-AI uzodlula owoGuquko Lwezimboni, futhi indlela yokukhokhisa ngamathokheni ayilungile. U-Dots umsizile ukunciphisa ukuthembela kwakhe ocingweni, waphinde wakhuluma ngokuphepha kwe-AI nangemibono yakhe ngemakethe yezemisebenzi.
264Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUSam Altman we-OpenAI: Ukuze sizuze ubuholi kwezamabhizinisi, sihlela ukuthatha izinyathelo ezintathu
Engqungqutheleni yonjiniyela ebiseSan Francisco, u-Altman uchaze indlela yezamabhizinisi enezinyathelo ezintathu: okokuqala ukuhlinzeka ngamamodeli e-AI angcono kakhulu, bese kwenza kube lula kakhulu konjiniyela ukwakha imikhiqizo esekelwe kulawo modeli, ekugcineni kwakhiwe i-OpenAI ibe “yinkundla yemakethe” exhumanisa amakhasimende ezinkampani.
265Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUTrump usayina isivumelwano sokuphepha se-AI sokuzithandela nezinkampani ezinkulu zobuchwepheshe, esekela ukwandiswa kwezikhungo zedatha eMelika
UMongameli waseMelika uTrump umemezele ngemuva kwezingxoxo nabaphathi be-OpenAI, iMeta, i-Google, i-NVIDIA nezinye izinkampani ukuthi bonke bavumile ukusungula izindinganiso zomkhakha zokuzithandela zobuhlakani bokwenziwa, okuhlanganisa nokuqasha izinhlangano ezizimele zokucwaninga ukuze zihlole izinhlelo ze-AI. Lesi sinyathelo siza ngesikhathi ukukhathazeka komphakathi ngokuphepha kwe-AI kukhula, kuyilapho ukwandiswa kwezikhungo zedatha kubhekene nokuphikiswa yimiphakathi. #UkuphephaKobuhlakaniBokwenziwa# #UTrump#
266Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUsuku Lukanjiniyela be-OpenAI lwango-2026 luphikiswe izinhlangano ezingaphezu kuka-15, zifuna izikhungo zedatha ze-AI zibe nebanga lokuphepha lamamayela angu-100
Imidiya yezobuchwepheshe i-The Verge ishicilele ibhulogi namuhla (ngoSepthemba 30), ibika ukuthi uSuku Lukanjiniyela be-OpenAI lwango-2026 (DevDay) luqale eSan Francisco futhi lwahlangabezana nombhikisho omkhulu.
267Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaKubikwa ukuthi imali engenayo ephindaphindekayo yonyaka yakwa-OpenAI isisondele ku-US$70 billion, ikhule ngaphezu kuka-70% kusukela ekuqaleni kwekota yesithathu
I-ARR yakwa-OpenAI isisondele ku-US$70 billion, ikhule ngaphezu kuka-70% kusukela ekuqaleni kwekota yesithathu, kanti imali engenayo ye-B2B iphindeke kabili. Imali engenayo entsha evela kubathengi idlule yonke eyatholwa ngo-2025. Impi yamanani e-AI iya ngokushuba, kanti i-OpenAI ne-Anthropic balungiselela i-IPO.
268Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-Meta yethula i-Muse agent yamabhizinisi amancane: ihlaziya idatha ye-FB / IG, ihambisana neCanva, iFigma, iSlack namanye amathuluzi
I-Meta ikhiphe i-Muse for Small Business, evumela amabhizinisi amancane naphakathi ukuthi asebenzise i-AI agent ukuphatha ama-akhawunti e-Facebook ne-Instagram, ahlaziye idatha futhi ahlele imisebenzi. Manje sekusekelwa nezinye izinsizakalo eziningi zezinkampani zangaphandle, okuhlanganisa i-Asana, i-Notion ne-Shopify. #Meta# #AIagent#
269Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaInani labasebenzisi bobuhlakani bokwenziwa obukhiqizayo eChina lidlule ezigidini ezingama-700, izinga lokusetshenziswa lidlule ku-50%
Umbiko okhishwe yi-China Internet Network Information Center ubonisa ukuthi engxenyeni yokuqala ka-2026, inani labasebenzisi be-AI ekhiqizayo eChina lidlule ezigidini ezingama-700. Amamodeli amakhulu akhiqizwe eChina nengqalasizinda yamandla okwenza ikhompuyutha kokubili kufinyelele impumelelo, kanti imvelo yezimboni ihamba phambili emhlabeni jikelele. #UbuhlakaniBokwenziwaObukhiqizayo#
270Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-LG Innotek izosebenzisa izimoto ezizishayelayo ukuqoqa idatha yokuthuthukisa izinhlelo zezinzwa zokushayela ngokuzenzakalela
Nakuba izinkampani zokushayela ngokuzenzakalela emhlabeni wonke zitshala imali enkulu ekusebenzeni kwamaflethi ezimoto, kuseyivelakancane embonini ukuthi izinkampani zezixazululo zezinzwa zokushayela ngokuzenzakalela zisebenzise ngokwazo amaflethi okuqoqa idatha.
271Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-IDC: Engxenyeni yokuqala yalo nyaka, kuthunyelwe amarobhothi anesimo somuntu acishe abe ngu-25,000 emhlabeni, okuwukukhula ngo-432.1% unyaka nonyaka; i-China iyodwa ithole angu-19,000
I-IDC ikhiphe umbiko wayo wakamuva wokulandelela amarobhothi anesimo somuntu emhlabeni, yadalula idatha yokuthunyelwa engxenyeni yokuqala ka-2026, yabikezela ukuthi ukuthunyelwa emhlabeni kuzodlula ku-750,000 ngo-2030, yaphinde yahlaziya ukukhula kwemakethe, isikhundla semakethe yase-China, ukunwetshwa kwezimo zokusetshenziswa kanye nezitayela zokuncintisana kwezobuchwepheshe.
272Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIzinkampani eziyisi-6 ezixhumene ne-Samsung zitshale isamba esingu- $1 bhiliyoni enkampanini yengqalasizinda ye-AI i-Helix
I-Helix iholwa ngu-Adam Selipsky, owayeyi-CEO wangaphambilini we-Amazon Web Services (AWS), futhi ibhizinisi layo lihlanganisa ukuthuthukiswa nokuphathwa kwezikhungo zedatha, ukukhiqizwa kukagesi, ingqalasizinda yokudlulisa nokusabalalisa ugesi, kanye namanethiwekhi e-fiber optic.
273Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUNadella wakwaMicrosoft: Imboni ye-AI “iyaphaphalaza kancane”, unxusa ukubuyela ezidingweni zabasebenzisi
U-Alex Heath uthumele ividiyo ku-LinkedIn ngoSepthemba 27, wabelana ngesiqeshana senhlolokhono noSikhulu Esiphezulu seMicrosoft uSatya Nadella, esigxile esimweni samanje sokuthuthuka kwe-AI embonini kanye nezitayela zesikhathi esizayo.
274Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaAbaholi abangaphezu kuka-20 bemboni baxwayisa “ngokuqhuma kobuhlakani”, abaphathi be-Anthropic ne-OpenAI banxusa ukunakwa ekuzithuthukiseni kwe-AI
Abaholi nabacwaningi abangaphezu kuka-20 embonini ye-AI baxwayise ephepheni elisha ngokuthi umkhuba wokusebenzisa i-AI ukwenza ngokuzenzakalela ucwaningo nokuthuthukiswa kwamamodeli esizukulwane esilandelayo uyakhula, futhi esikhathini esizayo ungaholela ekusheshisweni kungazelelwe kwenqubekelaphambili yobuchwepheshe be-AI.
275Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUmbiko we-Microsoft: ukusetshenziswa kwe-AI kubantu abaseminyakeni yokusebenza emhlabeni wonke kufinyelele ku-18.8% ku-2026Q2, kukhule ngo-1% uma kuqhathaniswa nekota edlule
Ukusetshenziswa kwe-AI kubantu abaseminyakeni yokusebenza eNyakatho Yomhlaba kufinyelele ngokwesilinganiso ku-28.8%, kanti eNingizimu Yomhlaba kungu-16.2% kuphela, okwandisa nakakhulu igebe phakathi kweNyakatho neNingizimu emhlabeni.
276Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-AMD ithenga i-World Labs ngamadola ayizigidi eziyizinkulungwane ezingu-8.2, u-Fei-Fei Li, “umama we-AI”, uba yiphini likamongameli eliphezulu nososayensi omkhulu
U-CEO we-AMD uLisa Su uthe esitatimendeni sabezindaba ukuthi ukuthengwa kwe-World Labs kuzokwenza i-AMD iqonde ngokujulile iz方向 zokuthuthuka kwamamodeli e-AI asezingeni eliphezulu, ukuze ikwazi ukuthuthukisa ama-chip nezinhlelo zokubala ezidingekayo ukuze kusetshenziswe lawo mamodeli.
277Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaInkampani yokuqala ye-AI i-Instinct ithole uxhaso lwemali oluyizigidigidi ezingu-10 zama-dollar, inani layo ngemva kotshalomali lafinyelela ku-100 billion zama-dollar
Le nkampani yenza ama-agent e-AI omuntu siqu akwazi ukwenza imisebenzi yansuku zonke ngokuzenzakalelayo. Umjikelezo woxhaso ubuholwa yi-Sequoia Capital, Benchmark Capital kanye ne-Coatue, njengoba intshisekelo yemakethe kuma-agent e-AI iqhubeka nokukhula. #Ama-AgentE-AI# #UxhasoLwe-Instinct#
278Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-Meta yethula i-Enterprise Platform yokunika amabhizinisi amandla nge-AI, eholwa yilowo owayeyi-CEO noMongameli we-MongoDB uChirantan Desai
I-Meta Enterprise Platform inika amabhizinisi amakhasimende amandla isebenzisa lonke uhlelo lobuchwepheshe be-AI lwe-Meta. UZuckerberg uyibheka njengensika enkulu elandelayo yebhizinisi lonke le-Meta.
279Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaU-Jensen Huang we-Nvidia uphikisa uHinton “onguyise we-AI”: Ngiyamthanda, kodwa ngiyazizonda izibikezelo zakhe zembubhiso
U-Jensen Huang ukholelwa ukuthi imibono ka-Hinton yokubhujiswa komhlaba ngenxa ye-AI ayinabo ubufakazi besayensi, futhi ukwenza izibikezelo ungacabanganga kuwukungabi nesibopho. Lokhu kungase kwenze intsha ibheke ikusasa ngokungabi nathemba futhi ingafuni ukuya enyuvesi. Ugcizelela ukuthi kudingeka sikhulume ngendlela enengqondo nevuthiwe, sisekelwe ebufakazini obuqondile. #U-JensenHuanguphikisaImibonoKa-HintonYokubhujiswaKomhlabaNge-AI#
280Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaAbanye abasebenzi abaphezulu be-Anthropic bacabanga ukuthenga umhlaba ezindaweni ezikude ukuze bazivikele “ekulahlekelweni ukulawula kwe-AI”
Emasontweni ambalwa adlule, abanye babasebenzi bokuqala be-Anthropic batshele ozakwabo embonini ukuthi bahlela ukuthenga umhlaba ezindaweni ezikude nezingahlali muntu e-United States, bakhe izindawo zokucasha, ukuze basuke nemindeni yabo bayocasha uma “i-AI iphuma ekulawuleni bese ibaphendukela”.
281Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhaya“Asisona iMelika”: Osopolitiki nosomabhizinisi base-Australia bathi ukuphikiswa komphakathi kwezikhungo zedatha ze-AI kuthonywe yimibono yaseMelika
Ukwakhiwa kwezikhungo zedatha ze-AI e-Australia kusheshile eminyakeni yamuva, kwanda nokunganeliseki komphakathi. Osopolitiki nosomabhizinisi base-Australia bathi imizwa engemihle eminingi ivela eMelika, kanti imithetho yase-Australia iqinile futhi izikhungo zincane ngobukhulu, ngakho isimo sihluke kakhulu kwesaseMelika. Njengamanje sekunezophenyo eziningi zikahulumeni, kanti imithetho emisha isakhiwa. #ImpikiswanoNgezikhungoZedathaZeAIAustralia#
282Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-Anthropic Claude yephula irekhodi lomhlaba le-physics: ibhekana yodwa nenkinga yemijikelezo engu-9 esekelwe embonweni ka-Yang Zhenning
Izazi ze-physics ziphonsele i-AI inselelo esidlangalaleni, zathi inkinga yezibalo yemijikelezo engu-9 ku-theoretical physics ayikwazi ukuxazululwa yi-AI. I-Anthropic Claude ithole impendulo efanele isebenzisa umyalo owodwa kuphela, ngezindleko zezinkulungwane ezimbalwa zamadola, kanti nethimba lase-China liqede izibalo ngosizo lwe-GPT-6. #AIixazululaizinkingaZePhysics#
283Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-International Federation of Robotics: I-China isiphinde yaba imakethe enkulu kunazo zonke emhlabeni yamarobhothi ezimboni, cishe u-59% wokufakwa kwamarobhothi emhlabeni wonke ngo-2025
Umbiko we-《2026 World Robotics Report》 okhishwe yi-International Federation of Robotics ngomhlaka 24 ubonisa ukuthi ukufakwa kwamarobhothi ezimboni e-China kwafinyelela ku-354,000 ngo-2025, okulinganiselwa ku-59% wokufakwa kwamarobhothi emhlabeni wonke.
284Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-Anthropic ne-Akamai bafinyelele esivumelwaneni seminyaka engu-7 esibiza u-$11.6 billion sokwandisa umthamo wokubala we-CPU
Lesi sithembiso sika-$11.6 billion sihambisana nokusetshenziswa kwemali okwengeziwe kwe-Akamai okungu-$5.5 billion ekutshalweni kwezimali okuphelele. La maqembu womabili angase futhi andise inkontileka ngemali efinyelela ku-$9 billion.
285Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaInoveli edayisa kakhulu isolwa ngokubhalwa kusetshenziswa i-AI, uMklomelo we-Goncourt, umklomelo wezincwadi odume kakhulu e-France, uyisusile ohlwini lokuqala lwabazongenela
Abahleli bomklomelo wezincwadi odume kakhulu e-France, uMklomelo we-Goncourt, bamemezele ukuthi bazoyisusa ohlwini lokuqala lwabazongenela inoveli edayisa kakhulu yombhali wase-Haiti-Canada u-Télisone Orellian, ethi 《C'etait Ca ou Mourir (Kwakungaba yilokhu noma ukufa)》, ngemuva kwezinsolo zokuthi u-Orellian wasebenzisa i-AI ukuyibhala.
286Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIGoldman Sachs: Imidondoshiya emihlanu yamafu yaseMelika idinga imali engenayo ye-AI engu-$300 billion ngonyaka ukuze ilingane
I-Amazon, i-Alphabet, i-Microsoft, i-Oracle ne-Meta kulindeleke ukuthi kulo nyaka zitshale u-$800 billion ekwakheni amakhono e-AI, okulingana cishe no-¥5.37 trillion ngezinga lamanje lokushintshisana. Ithimba le-Goldman Sachs likholelwa ukuthi ukusetshenziswa kwemali ngonyaka ozayo kusazokhula kakhulu, kodwa ukukhula kokusetshenziswa kwemali eyizimpahla ezinkulu kuzoqala ukwehla.
287Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIkhompyutha enkulu kunazo zonke yaseBrithani ye-AI ibhekene nenkinga kagesi: bekulindeleke ukuthi iqale ukusebenza ngonyaka ozayo, kodwa ingase ibambezeleke kuze kube maphakathi nawo-2030
Ngokombiko wephephandaba laseBrithani i-Guardian namuhla (mhla zingama-25), iphrojekthi yesikhungo esikhulu sedatha e-Loughton, e-Essex, eyakhangiswa kakhulu nguhulumeni waseBrithani, ngeke iqale ukusebenza ngonyaka ozayo njengoba bekulindelekile, futhi ingase ibambezeleke kuze kube maphakathi nawo-2030.
288Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIsikhwama Semali Samazwe Ngamazwe: Ukutshalwa Kwezimali Kwe-AI Emhlabeni Wonke Kulo Nyaka Kungase Kudlule Ku-2 Trillion YamaDola
Umbiko wonyaka wakamuva we-International Monetary Fund (IMF) uveza ukuthi ubuhlakani bokwenziwa bungaba yimbangela ebalulekile yokukhula kokukhiqiza nokutshalwa kwezimali emhlabeni wonke, kodwa bungase futhi bukhulise ingcindezi emakethe yezabasebenzi futhi budale izingozi kwezezimali.
289Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-Oracle izilungiselela ingozi yokubambezeleka kwesikhungo sedatha, ikhiphe isaziso “se-force majeure” esiphakamisa imibuzo e-Wall Street
Ngokombiko we-Bloomberg, i-Oracle ithathe izinyathelo zokuzivikela kusenesikhathi mayelana nengozi yokubambezeleka kwephrojekthi yayo ehamba phambili yesikhungo sedatha se-AI. Lokhu sekuholele ekutheni i-Wall Street ibuze ukuthi i-Oracle izokwazi yini ukwakha umthamo owanele wezikhungo zedatha ngesikhathi, ukuze isekele ukwanda kwebhizinisi layo le-AI.
290Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaKuzalwa enye inkampani ye-AI edumile: Kubikwa ukuthi inani le-OpenEvidence, “i-ChatGPT yodokotela”, selifinyelele ku-$15 billion
Imithombo enolwazi ithi i-OpenEvidence isanda kuthola utshalomali olungama-$250 million (cishe ama-yuan ayizigidi eziyizinkulungwane ezingu-1.679 ngezinga lamanje lokushintshanisa imali) oluvela ezinhlelweni zezibhedlela eziningana kanye ne-Andreesen Horowitz, okwenyuse inani layo lafika ku-$15 billion (cishe ama-yuan ayizigidi eziyizinkulungwane ezingu-100.759 ngezinga lamanje lokushintshanisa imali). NgoJanuwari kulo nyaka, i-OpenEvidence yaqeda umzuliswano wokuxhaswa ngezimali, lapho inani layo lalingu-$12 billion (cishe ama-yuan ayizigidi eziyizinkulungwane ezingu-80.607 ngezinga lamanje lokushintshanisa imali).
291Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUMusk ukhombisa amandla e-AI: uhlela ukuba namakhadi e-NVIDIA GB300 angu-110万 ngaphambi kokuphela konyaka, ahlose ukungena phambili embonini cishe ezinyangeni ezi-6
I-Colossus 1 isivele inama-GPU e-NVIDIA angu-23万, kanti iqoqo le-Colossus 2 selifinyelele ku-55万. UMusk uphinde wamemezela ukuthi kuzofakwa ama-GB300 angu-22万 ngesonto elizayo, bese kwengezwa amanye angu-44万 ngaphambi kokuphela konyaka. Uthe ngokusobala i-SpaceXAI ineminyaka engu-3 kuphela yakha ulwazi, kodwa ingase ibe phezulu embonini ezinyangeni eziyisi-6. #马斯克# #SpaceXAI#
292Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIsinyathelo sokuqala “sesikhungo sedatha sasemkhathini”? I-Google izokwethula isathelayithi yokuhlola ngesonto elizayo, ezokwazi ukucubungula imibuzo elula ye-AI
I-Wall Street Journal ibike kusihlwa namuhla (ngomhla ka-24) ukuthi, ngomhla ka-1 kuMfumfu ngesikhathi sendawo, i-Google ihlela ukuthumela isathelayithi yokuhlola i-MVP emzileni. I-MVP inamandla okwanele okucubungula nokuphendula imibuzo elula ye-AI ngqo emkhathini.
293Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaU-Altman we-OpenAI no-Amodei we-Anthropic bavela ndawonye ngokungajwayelekile, banxusa ukubambisana komhlaba wonke ekuphepheni kwe-AI
Ngokombiko we-Bloomberg, uSam Altman, oyi-CEO ye-OpenAI, no-Dario Amodei, oyi-CEO ye-Anthropic, bavele ngokungajwayelekile ndawonye emhlanganweni woMkhandlu Wezokuphepha WeZizwe Ezihlangene, banxusa abaholi bamazwe emhlabeni wonke ukuba babambisane ekubhekaneni nezindaba zobuhlakani bokwenziwa. Umhlangano ugxile engcupheni eqhubeka nokukhathaza abantu: ukuthi ukuthuthuka kwe-AI kungase kusongele ukuqhubeka nokuba khona kwesintu.
294Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIsitimela sikamasipala esihlakaniphile saseChina, “esiyizwayo futhi esikwazi ukwenza izinqumo”, sethulwe okokuqala emhlabeni eBerlin
Lesi sitimela sikamasipala sifakwe izinzwa ezingaphezu kuka-600, ezihlanganiswe namakhamera, i-radar kanye nenkundla yamandla ekhompyutha esemotweni. Siyakwazi ukuthola ngesikhathi sangempela isimo somzila nesemoto, sisebenzise ubuhlakani bokwenziwa ukusiza ukubona okungajwayelekile nokuxwayisa ngokungasebenzi kahle. Ngaphezu kwalokho, izinto ezinesisindo esincane nokuhlanganiswa kwezinhlelo eziningi kusiza ukunciphisa ukusetshenziswa kwamandla.
295Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaKubikwa ukuthi i-DeepSeek isiqinisekise uxhaso lwesibili oluyizigidigidi ezingu-7.5 zamadola aseMelika, imali engenayo yonyaka idlule izigidigidi ezingu-1 zamadola aseMelika
Imithombo emibili enolwazi ithe imali engenayo yonyaka ye-DeepSeek idlule izigidigidi ezingu-1 zamadola aseMelika (inothi le-IT之家: ngokwezinga lokushintshisana lamanje, cishe ilingana nezigidigidi ezingu-6.723 zamayuan aseShayina), futhi isiqede uxhaso oluyizigidigidi ezingu-7.5 zamadola aseMelika (ngokwezinga lokushintshisana lamanje, cishe ilingana nezigidigidi ezingu-50.42 zamayuan aseShayina).
296Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUmphathi wezokuxhumana wakwa-Doubao uLiu Xing uphendula amahemuhemu okuthi “kuxoshwa abasebenzi, ithimba lezingxoxo lincishiswe ngohhafu”: Akulona iqiniso, wukulungiswa kokwabiwa komsebenzi nenhlangano
ULiu Xing uthe eminye imisebenzi yethimba le-Doubao General Session yahlukaniselwa emaqenjini e-Doubao ezohwebo ne-Doubao Work, ngakho nabanye abasebenzi bathuthela lapho. Abaningi basaqhubeka nomsebenzi abebewenza ngaphambilini. Isibonelo, ithimba lezohwebo lithuthukisa ulwazi lwezingxoxo kwezohwebo. Leli thimba linabasebenzi abangaphansi kuka-50, kanti ukulungiswa kokwabiwa komsebenzi kuthinta abantu abangu-11. Kulaba, abangu-3 bashiye umsebenzi.
297Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-Qualcomm yandisa utshalomali ku-AI ephathekayo, ihlose ukuthenga inkampani yesoftware yamarobhothi i-PickNik Robotics
I-PickNik sekuyisikhathi eside igcina i-MoveIt, ongomunye wemifameworki yokusebenza kwamarobhothi yomthombo ovulekile esetshenziswa kakhulu emhlabeni. I-Qualcomm ithembisa ukugcina i-MoveIt ingumthombo ovulekile.
298Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-Anthropic imemezela ukusungulwa kwethimba nelabhorethri yesayensi yezempilo, uClaude uthola ngokuzenzakalela uhlelo olusha lwama-enzyme
Eholwa nguClaude futhi ngokungenelela okuncane kwabantu, ithimba lithole i-ART, i-reverse transcriptase ehambisana namalungu afanayo, enesakhiwo esifana ne-CRISPR futhi engase isize ucwaningo lokuhlela izakhi zofuzo esikhathini esizayo. #AIyesayensiyezempilo# #Claude#
299Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-Supermicro iqala ukuthunyelwa kwama-rack e-NVIDIA Vera Rubin NVL72
Le nkampani yakhe isixazululo esiphelele sesikhungo sedatha esisekelwe ku-Vera Rubin NVL72, okuhlanganisa i-rack yamandla ekhompyutha epholiswa ngoketshezi, i-CDU esesixukwini engu-1.8MW, isishintshi sokushisa somnyango ongemuva esishisayo esitholakala ngokuzikhethela, ukuhlanganiswa kwenethiwekhi okusekelwe ekwakhiweni kwereferensi ye-NVIDIA, kanye nezinsizakalo zokuxhuma izintambo.
300Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-CEO ye-OpenAI u-Altman uzokhuluma eNhlanganweni Yezizwe, aphakamise ukusungulwa kwamazinga omhlaba e-AI
Ngokombiko we-Bloomberg, umsunguli obambisene ne-OpenAI kanye ne-CEO u-Sam Altman uzokhuluma eNhlanganweni Yezizwe ngomhlaka-23 ngesikhathi sendawo, ephakamise ukusungulwa kwamazinga omhlaba e-AI. Endabeni yokuthi kufanele yini kuncishiswe ijubane lokuthuthukiswa kobuchwepheshe be-AI, u-Altman uzibeka njengomuntu ophakathi nendawo.
301Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIzinsizakalo ezintathu ze-AI ekhiqizayo ezisebenza ocingweni, i-Honor YOYO Claw, i-Xiaomi miclaw ne-Jiepai Terminal AI, ziphasiswe ukubhaliswa yiziphathimandla ze-cyberspace
Iziphathimandla ze-cyberspace, ngokubambisana neminyango efanele, ziqhuba ngokuhlelekile umsebenzi wokubhalisa izinsizakalo ze-AI ekhiqizayo ngokwezidingo zeMithethonqubo Yesikhashana Yokuphathwa Kwezinsizakalo Ze-Artificial Intelligence Ekhiqizayo. Manje sekumenyezelwa imininingwane yokubhaliswa kwezinsizakalo ezintsha ezingu-3 ezihlinzeka nge-AI ekhiqizayo esebenza ocingweni, okuhlanganisa i-“YOYO Claw”.
302Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUkutshala Kakhulu Ku-AI Kungase Kunganciphisi Izindleko, Umbiko KaMcKinsey Uthi Ama-Agent Angase Abhekane Nezinkampani Ezinezindleko Eziphezulu
Ucwaningo lukaMcKinsey oluthi “Isimo Se-AI Ngo-2026” lubonisa ukuthi cishe ingxenye eyodwa kwezintathu yezinhlangano itshala ngaphezu kuka-10% wesabelomali sayo sobuchwepheshe nezokuxhumana ku-AI; u-60% wabaphendulile uhlela ukwandisa izindleko ze-AI ngonyaka ozayo; cishe ingxenye eyodwa kwezinhlanu yabaphendulile ithi izindleko ze-AI seziqala ukufaka ingcindezi ezindlekweni zokusebenza.
303Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaInhlolovo yeReuters: Cishe izingxenye ezintathu kwezine zabantu baseMelika zithi izinkampani ze-AI azenzi okwanele ukuvimbela izinhlekelele
U-39% wabaphenduli ukholelwa ukuthi i-AI inomthelela omubi emphakathini, okhuphuke usuka ku-36% wenyanga edlule futhi wafinyelela ezingeni eliphezulu kakhulu kusukela kwaqala inhlolovo ngalolu daba ngoMashi. Bangu-11% kuphela abakholelwa ukuthi i-AI inomthelela omuhle, kanti abanye abaphenduli bathi abaqiniseki noma abazange baphendule.
304Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaImithombo yezindaba yasemkhathini i-Space Daily, esineminyaka engaphezu kuka-30 ikhona, “ithathwe yi-AI”, ikhiqiza ngobuningi okuqukethwe okungenamsebenzi ngabonjiniyela mbumbulu be-NASA
Uphenyo lwe-Futurism luthole ukuthi i-Space Daily inabavakashi abalinganiselwa ezigidini eziyi-10 ngenyanga. Uma kubhekwa ithrafikhi kuphela, bekungaba yindaba yempumelelo emangalisayo. Nokho, le sayithi ithembela “kochwepheshe” abangekho nhlobo, bese isebenzisa lezi zikhundla ezibukeka njengezinegunya ukukhiqiza ngobuningi okuqukethwe okungenamsebenzi okwenziwe yi-AI.
305Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-OpenAI inxusa iMelika ukuthi ihole ekubambisaneni namanye amazwe ekwakheni izindinganiso zomhlaba wonke ze-AI esezingeni eliphezulu
I-OpenAI ithe eposini elisemthethweni lebhulogi ukuthi ukuze kuqinisekiswe ukuthuthuka okuphephile kwe-AI, kudingeka kusungulwe izindinganiso zobuchwepheshe zamazwe ngamazwe, kugxilwe ekucaciseni ukuthi yiziphi izigameko zamamodeli e-AI okufanele zibikwe, ukuthi amazwe angabambisana kanjani ekuthuthukiseni i-AI, nokuthi zingathuthukiswa kanjani izimo zokuthola amandla ekhompyutha adingekayo ekuthuthukiseni lobu buchwepheshe.
306Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIdatha ye-Omdia: Ukuthunyelwa kwezibuko ze-AI emhlabeni wonke kufinyelele kumapheya ayizigidi ezingu-4.2 ku-2026H1, kwenyuka ngo-127% unyaka nonyaka
IMeta yodwa ibambe u-81.3% wesabelo semakethe ngokuthumela amapheya ayizigidi ezingu-3. Ukuthunyelwa kwezibuko ze-AI eChina kukhuphuke ngo-306% unyaka nonyaka ku-2026H1.
307Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaOwayekade eyisisebenzi se-xAI usungula inkampani yokulwa nama-deepfake, efuna uxhaso lokuqala olungamadola ayizigidi ezingu-50
U-Oberoi wake wasebenza kwa-Google iminyaka engaphezu kwemi-5, wabe esejoyina ithimba ledatha le-xAI. Manje usakha inkampani entsha ebizwa ngokuthi i-Moir, ehlose ukuthuthukisa ubuchwepheshe obusha bokuqinisekisa ubuwena ukuze isize abantu bafakazele ubuwena ku-inthanethi.
308Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaU-Wu Yongming wakwa-Alibaba: Ukutshala zonke izinsiza ekwakheni ingqalasizinda ye-AI, ngenhloso yokuthi izikhungo zedatha ze-Alibaba Cloud emhlabeni wonke zeqe ku-20GW ngo-2032
U-Wu Yongming, oyi-CEO yakwa-Alibaba, uthe isidingo samakhasimende se-AI njengamanje sinamandla kakhulu. Inkampani izotshala zonke izinsiza ekwakheni ingqalasizinda ye-AI, ngenhloso yokuthi izikhungo zedatha ezisebenza yi-Alibaba Cloud emhlabeni wonke zeqe ku-20GW ngo-2032.
309Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIBritish Columbia yaseCanada imangalela ngokusemthethweni i-OpenAI ngokungathathi izinyathelo ecaleni lokudutshulwa kwabantu abangu-9
Umdubuli ecaleni lokudutshulwa okwabulala abantu abangu-9 wayeke wasebenzisa i-ChatGPT. Ngo-2025, i-OpenAI yamaka futhi yavala i-akhawunti yakhe ngenxa yemisebenzi esolisayo, kodwa ayizange ixwayise amaphoyisa.
310Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIdatha ye-Counterpoint: Ukuthunyelwa kwezibuko ze-AI emhlabeni wonke kukhule ngo-263% unyaka nonyaka ku-2026H1
Ukwenyuka kwamanani ezakhi zamasemiconductor, njengememori, kanye nokukhathazeka komphakathi ngezindaba zobumfihlo ezihlobene nezibuko ze-AI kuzoletha ukungaqiniseki okukhulu ekuthuthukisweni okuqhubekayo kwezibuko ze-AI.
311Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaAma-agent asebenzayo e-AI eChina asefinyelele cishe ku-5 million, kanti ngo-2030 usayizi wemakethe yamandla okubala ye-AI eChina ungakhula ngo-300%
Ngokombiko we-CCTV News, i-“2026 China Artificial Intelligence Computing Power Development Assessment Report” ikhishwe izolo. Lo mbiko ubonisa ukuthi njengoba ubuchwepheshe bama-agent bukhula buvuthwa, kusukela ngo-2026 kuya ku-2030 inani lama-agent asebenzayo eChina lizokhula ngesilinganiso sonyaka esihlanganisiwe esingaphezu kuka-150%. Ngo-2026, ama-agent asebenzayo eChina asefinyelele cishe ku-5 million (afinyelela ku-4.95 million). #Ama-agentAsebenzayoEChinaAsefinyeleleCisheKu-5Million#
312Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaInkampani yaseNingizimu Korea yama-chip e-AI i-FuriosaAI iveze imininingwane ye-accelerator entsha yokusheshisa inferensi: amandla okubala aphindwe izikhathi ezingu-32, umkhawulokudlula wememori uphindwe izikhathi ezingu-32
Ine-die yokubala engu-2 esezingeni “lomkhawulo we-photomask” engu-2nm, i-die eyodwa ezimele ye-I/O, kanye nezitaki zememori ezingu-12 ze-HBM4 (E) ezingu-48GB.
313Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaULei Jun wakwa-Xiaomi ucacisa ukuthi “ukuthenga amasheya amasha e-Unitree Technology kumzuzisele ngaphezu kwezigidigidi eziyi-10”: kwatshalwa yi-Shunwei Investment, futhi kwakungekhona ukuthenga amasheya amasha, kodwa kwakuwukutshalwa kwezimali kwengelosi ekuqaleni
ULei Jun ucacise ekusakazeni bukhoma kwanamuhla ukuthi kwakungeyena owatshala lezi zimali, kodwa kwatshalwa yi-Shunwei Investment. Okwesibili, kwakungekhona ukuthenga amasheya amasha, kodwa kwakuwukutshalwa kwezimali kwengelosi kanye nokutshalwa kwezimali okuyingozi ekuqaleni.
314Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-AI isiza ibhange longe imali: i-Société Générale yase-France ilindele ukonga izindleko ezifika kuma-euro ayizigidi ezingu-600
I-Société Générale ilindele ukuthi i-AI ibe negalelo elikhulu emizamweni yayo yokunciphisa izindleko, njengoba amandla akhona njengamanje efinyelela kuma-euro ayizigidi ezingu-500 kuya kwezingu-600, kanti ama-euro ayizigidi ezingu-350 asevele afakiwe ezinhlelweni. Leli bhange lizosebenzisana ne-Anthropic ekufakweni kwe-claude enkulu i-Claude, ukuze lisetshenziswe ekwakheni imibiko, ekuqapheni ukusebenza, ekuthuthukiseni ikhodi nasekuxhumaneni namakhasimende. #SociétéGénérale# #UkwehliswaKwezindlekoNgeAI#
315Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIsikhulu seBhange Elikhulu LaseYurophu: Indlela izinzuzo ze-AI ezabiwa ngayo izothinta ngokuqondile ukuhamba kokwehla kwamandla emali
UPanetta, oyilungu leKomidi Eliphethe leBhange Elikhulu LaseYurophu kanye nombusi weBhange Lase-Italy, uthe indlela izinzuzo ezilethwa ukuthuthukiswa kobuhlakani bokwenziwa ezabiwa ngayo izothinta ngokuqondile ukuhamba kokwehla kwamandla emali. Imikhuba ehlukene yentuthuko nayo izoba nemithelela ehlukene ekwehleni kwamandla emali, ngakho amabhange amakhulu akufanele azikhiphe ezindabeni ezihlobene ne-AI. #Ubuhlakani bokwenziwa nokwehla kwamandla emali#
316Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaNgo-2025 kuthengiswe amarobhothi angama-humanoid angu-7000 emhlabeni wonke, imboni ilindele ukukhula okukhulu
I-International Federation of Robotics ikhiphe okokuqala izibalo eziqondene namarobhothi angama-humanoid, okukhombisa ukuthi ngo-2024 kuthengiswe cishe angu-7000 emikhakheni yezimboni nezinsizakalo zobungcweti emhlabeni wonke. Nakuba isikali samanje sisincane, izinhlangano zibikezela ukuthi ukuthunyelwa kuzofinyelela ku-1.2 million ngo-2030, kanti i-China ibhekwa njengemakethe ebalulekile yokukhula. #AmarobhothiAngamaHumanoid##UmbikoWeIFR#
317Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaKubikwa ukuthi ithimba lamarobhothi lakwa-Tesla lihlola amafekthri e-Yangtze River Delta, izinkampani eziningana sezithole ama-oda
Abantu abasembonini bathi umsebenzi wokuhlola amafekthri awugcini e-Ningbo njengoba bekubikwa ezinkundleni zokuxhumana. Ukuvakasha kwaleli thimba lamarobhothi lakwa-Tesla kulokhu kuhlanganise nezinkampani ezihlinzeka ngempahla ezindaweni zase-Yangtze River Delta ezifana ne-Hangzhou ne-Shanghai. Lezi zinkampani ngokuyisisekelo yizinkampani ezihlinzeka ngempahla u-Tesla aseke wasebenzisana nazo emkhakheni wezimoto.
318Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUmqondisi we-FBI uthi ukusetshenziswa kwe-AI kule nhlangano kukhuphuke ngo-605%, i-AI yasiza ukuvimba izigameko zokudubula eziningana
Umqondisi we-FBI uPatel uthi ngemuva kokuqala esikhundleni wakhuphula ukusetshenziswa kwe-AI kule nhlangano ngo-605%, wadalula ukuthi i-AI yasiza ukuvimba amacala amaningana okudubula futhi yathuthukisa kakhulu ukusebenza kahle kophenyo lobugebengu. Nokho, okwamanje ayikho idatha eshicilelwe esekela lesi simangalo, futhi akukacaci ukuthi izibalo ziqondiswe entweni enjani #UkusetshenziswaKwe-AIKweFBI#
319Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIsikhulu sakwa-Google sithi ijubane lokwamukelwa kwe-AI e-Asia libukelwa phansi, iminyaka emibili yafeza uhambo lwe-computing yamafu lweminyaka engaphezu kweyishumi
Umphathi jikelele webhizinisi le-AI lakwa-Google esifundeni sase-Asia Pacific nase-Japan, uHarsha Konduri, uthe ijubane lokwamukelwa kwe-AI e-Asia lidlula kakhulu izibikezelo zangaphandle, futhi lesi sifunda singaba imakethe ekhula ngokushesha kakhulu ye-Google Cloud. Nokho, izinkampani zase-Asia ziqikelela kakhulu lapho zamukela i-AI futhi zigxila kakhulu kwezokuphepha. Uphinde walindela ukuthi ukukhathazeka kwezinkampani ngezindleko ze-AI kuzokhula. #Google##AI#
320Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-General Administration for Market Regulation: Phakathi nenkathi ye-"十五五", kuzosetshenziswa idatha enkulu ne-AI ukulawula ukuthengiswa ku-inthanethi nokuthengiswa bukhoma, kwakhiwe uhlelo lwekhredithi yabathengi
I-General Administration for Market Regulation izokwakha uhlelo lwekhredithi yabathengi, ithuthukise uhlelo lokudalulwa komphakathi kolwazi lwezikhalo zabathengi, yandise izimo zokudalulwa kwezikhalo zabathengi ku-inthanethi nangaphandle kwe-inthanethi, ihlole ukushicilelwa okuqhubekayo kwenkomba kazwelonke yesimo sabathengi, futhi iqinise ukuqapha nokuhlola isimo sabathengi.
321Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-LG Electronics yethula i-turbo chiller eyenzelwe izikhungo zedatha ze-AI, ithi ukusetshenziswa kukagesi konyaka kwehle ngo-30%
Lo mkhiqizo usebenzisa ama-magnetic bearing angasebenzisi uwoyela athuthukiswe yinkampani kanye nobuchwepheshe bokupholisa kusengaphambili obusebenzisa isiqandisi semvelo. Ebusika, i-compressor ingamiswa ukuze kupholiswe, kwehliswe ukusetshenziswa kukagesi sekukonke ngo-30%. Usebenzisa isiqandisi esingu-R-513A, esine-GWP eyehle ngaphezu kuka-50% uma iqhathaniswa ne-R-134a, futhi usekela ukutholwa kokungajwayelekile ngokufunda komshini kanye nokuqalisa kabusha ngesivinini esikhulu ngemizuzwana engu-180. #LGElectronics# #UkongaAmandlaEsikhungweniSedathaSeAI#
322Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-Silicon Flow iqede uxhaso lwezimali lwe-B+ Round Phase 2 kanye ne-C Round, isamba soxhaso lwezimali zamasheya ngo-2026 sesisondele ku-29 billion yuan
Abatshalizimali baleli thuba bahlanganisa izikhwama zikazwelonke, izimali zikahulumeni ezimaphakathi nezendawo, imali yezimboni kanye nezikhungo ezikhethekile. Abaninimasheya bakudala i-Yaotu Capital, i-Shengyi Capital kanye ne-Guotai Venture Capital Group nabo bengeze utshalomali. Le mali izosetshenziselwa ucwaningo nokuthuthukiswa kobuchwepheshe obuyinhloko, okuhlanganisa injini yokwenza iziphetho, ukuhlela amandla ekhompyutha ahlukahlukene, kanye nokuvumelanisa amamodeli nama-chip, iqinise amandla enkundla yokuhlinzeka nge-Token futhi isheshise ukwanda ezimakethe zomhlaba wonke.##Uxhaso lwezimali lwe-Silicon Flow##Ingqalasizinda ye-AI##
323Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUMusk uphinde wenza isibikezelo esikhulu: I-AI izophinda kabili ukukhula kwe-GDP yaseMelika ngonyaka ozayo, kufinyelele ku-4%
UMusk uthe enkundleni ka-X i-AI izokhuphula ukukhula kwe-GDP yaseMelika ngonyaka ozayo kusuka ku-2% kuye cishe ku-4%. Kodwa i-Morningstar, i-Moody’s, i-Apollo nezinye izikhungo zibheka ikusasa lomnotho ngokuqapha kakhulu; kusenokungabaza ukuthi ukusetshenziswa kwemali enkulu kwe-AI kuzoguquka kube ukukhiqiza. #IsibikezeloSikaMuskIYenzaIGDPYaseMelikaIphindekeKabini# #IgagasiLokutshalwaKwezimaliKwiAI#
324Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUTrump uhlela ukusungula “ibutho lezobuhlakani bokwenziwa”, uthi i-AI ingase ibe ngu-25% womkhiqizo wasekhaya ophelele waseMelika esikhathini esizayo
Ngokombiko we-CCTV News, uMongameli wase-United States uDonald · Trump ubhale ezinkundleni zokuxhumana ngomhla ka-19 Septhemba ngesikhathi sendawo, ethi uzosungula “ibutho lezobuhlakani bokwenziwa”. Uthe ubuhlakani bokwenziwa bumele uguquko olulandelayo lwezimboni noma igagasi le-inthanethi, futhi ubukhulu nomthelela wako kuzoba kukhulu nakakhulu, mhlawumbe kufinyelele ku-25% womkhiqizo wasekhaya ophelele wase-United States. #UTrumpUthiUzokwakhaIButhoLeAI#
325Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhaya“Udoti womsebenzi” undizela yonke indawo, izikhulu zobuchwepheshe ebezikwamukela kakhulu i-AI seziqala “ukubamba amabhuleki”
I-CEO yakwaShopify u-Lütke ibize ama-imeyili namakhodi e-AI angahloliwe ngokuthi “amabhomu kadoti”, kanti no-CEO weDuolingo u-Feng · An uvumile ukuthi ngemva kokwandiswa kwe-AI, u-20% wemiphumela uba udoti. Ucwaningo olwenziwe yiStanford nabanye lubonisa ukuthi u-52.7% wabasebenzi wake wathumela udoti womsebenzi owenziwe yi-AI, kanti u-38% bake bawuthola; ngokwesilinganiso bachitha amahora angu-3.4 ngenyanga belungisa umsebenzi kabusha, futhi ezinkampanini ezinabasebenzi abangu-10,000 ukulahlekelwa konyaka kungafinyelela ku-9 million US dollars.
326Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIzikhondlakhondla zifuna kumiswe i-AI, usihlalo we-Acer uChen Junsheng uthi akunakwenzeka, intuthuko yezobuchwepheshe izoshesha nakakhulu
Isikhulu esiphezulu se-Anthropic uDario Amodei, isikhulu esiphezulu se-OpenAI uSam Altman kanye nesikhulu esiphezulu se-Tesla uElon Musk baye banxusa ngokulandelana ukuthi kumiswe okwesikhashana ijubane lokuthuthukiswa kobuhlakani bokwenziwa obusezingeni eliphezulu.
327Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUmlingisi we-AI ukhulume isiCantonese kungazelelwe ngesikhathi senhlolokhono yesiNgisi, inkampani ekhiqizayo ithi bekungekona ukuphazamiseka
Ngesikhathi exoxwa nomsakazi odumile waseBrithani uPiers Morgan, umlingisi wesifazane we-AI uTilly Norwood kubonakale sengathi uhlangabezane nenkinga yokusebenza, okwadala ukushintsha kolimi okwesikhashana.
328Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUSoliman, oyi-CEO ye-AI kwaMicrosoft: Akufanele sidale izinto esingakwazi ukuzilawula
USoliman uyavuma ukuthi ukwenza lokhu ngempela akulula neze. “Ukulawula lezi zinhlelo ze-AI kuzoba yinselele enkulu kakhulu esibhekene nayo.”
329Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIsikhulu esiphezulu se-OpenAI u-Altman sizothamela i-General Assembly ye-UN ngesonto elizayo, sinikeze uMkhandlu Wezokuphepha umbiko nge-AI
UMkhandlu Wezokuphepha, onamalungu angu-15, uhlela ukubamba umhlangano nge-AI nokuphepha kwamazwe ngamazwe ngomhlaka-23 ngesikhathi sendawo. Emasontweni ambalwa edlule, abaholi abaningana bemboni ye-AI banxuse izinhlangothi ukuthi zixhumanise imizamo yokwehlisa ijubane lokuthuthukiswa kwe-AI, baxwayisa ngokuthi njengoba amakhono obuchwepheshe eqhubeka ethuthuka, i-AI ingase maduze ikwazi ukuzithuthukisa, ekugcineni iphume ekulawulweni abantu.
330Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaU-Huang Renxun wakwa-Nvidia uphikisa izimemezelo zokunciphisa ukuthuthukiswa kwe-AI, uthi u-2030 ngeke kube ukuphela komhlaba
Ohlelweni lwe-CBS oluthi “Sunday Morning” olukhishwe kuleli sonto, isikhulu esiphezulu sakwa-Nvidia u-Huang Renxun uthe “u-2030 ngeke kube ukuphela komhlaba”, waphikisa nezimemezelo zokunciphisa ukuthuthukiswa kwe-AI.
331Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-集邦咨询: Isithiyo sengqalasizinda ye-AI sesisuka “ekushodeni kwama-chip” saya “ekushodeni kukagesi”
I-集邦咨询 (TrendForce) ikhiphe ucwaningo lwemboni ye-AI Server mhla ziyi-16 kuMandulo, yaveza ukuthi isithiyo esilandelayo ekuthuthukisweni kwe-AI sesisuka kuma-chip saya kugesi kanye nohlelemba lukagesi.
332Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIsifundazwe saseVirginia eMelika simemezele ukusungulwa “kweQembu Elisebenzayo Lobuhlakani Bokwenziwa”, saphinde sakhipha “Uhlaka Lokuziphendulela Lwezikhungo Zedatha” ukuze siqinise ukulawulwa kokwakhiwa
Umbusi waseVirginia usayine umyalelo wesigungu, wasungula iqembu elisebenzayo lobuhlakani bokwenziwa ukuze lihlole izingozi zokuthuthukiswa kwe-AI, waphinde wakhipha uhlaka lokuziphendulela lwezikhungo zedatha ukuze kuqiniswe ukulawulwa kwazo emikhakheni eminingi, okuhlanganisa ezemvelo namandla #UbuhlakaniBokwenziwa# #IzikhungoZedatha#
333Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-Uber inciphisa abasebenzi emhlabeni wonke ngo-10%, abasebenzi abadiliziwe bathi i-AI isingene kakhulu emsebenzini wansuku zonke
Abasebenzi abangu-6 abasanda kudilizwa baveze ukuthi ezinyangeni ezimbalwa ezedlule, ukusetshenziswa kwe-AI emsebenzini kwandile kakhulu, kanti abanye baze basebenzise imiyalelo ukuze i-AI iqede ingxenye enkulu yemisebenzi.
334Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUkulandelela i-OpenAI ngokuphelele, kubikwa ukuthi i-Anthropic ihlela ukuba namandla ekhompyutha atholakalayo angaba ngu-5 GW ngaphambi kokuphela kwalo nyaka, aphindwe kabili ekupheleni konyaka ozayo
Eminyakeni embalwa edlule, i-OpenAI ibihola njalo ngobukhulu bamandla ekhompyutha atholakalayo. Ngokombiko we-New York Times, i-Anthropic isivele yenze uhlelo oluphelele lokuyilandela.
335Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-Oracle ichitha izigidigidi zama-dollar isiza ezinye izinkampani ukusebenzisa i-AI, kodwa ukukhuthaza i-AI ngaphakathi enkampanini akuhambi kahle
Ngokubika kweBusiness Insider kusihlwa namuhla (ngomhla ka-18), uClay Magouyrk, oyi-CEO ngokubambisana kwa-Oracle, uvumile emhlanganweni wangaphakathi wabasebenzi ukuthi kuze kube ngonyaka odlule inkampani yayingakayitholi indlela yokwenza i-generative AI isebenze ngempela kubo bonke abasebenzi.
336Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-Beijing ikhiphe “Izinyathelo Eziyishumi Zomnotho Wamathokheni”: ukwakha amafekthri amathokheni asezingeni eliphezulu nokuthuthukisa ucwaningo lobuchwepheshe obuyinhloko
“Uhlelo Lokusebenza” luphakamisa ukwakha amafekthri amathokheni asezingeni eliphezulu, kusungulwe izindinganiso zokuhlola ezinamazinga ahlukene, futhi kunikezwe ukwesekwa amafekthri amathokheni aholayo embonini. Kuphinde kuphushwe ucwaningo lobuchwepheshe obuyinhloko, okuhlanganisa ukulungisa ukuhambisana kwamamodeli nama-chip kanye nama-chip akhethekile okwenza izibalo; kusungulwe uhlelo lokuhlola ikhwalithi yamathokheni kanye nenkundla yokuwasabalalisa; kuthuthukiswe imvelo yama-ejenti ahlakaniphile; futhi kuhlolwe ipharadaymu yobuchwepheshe be-ontology yedatha kanye namathuluzi ezezimali zamandla ekhompyutha.##Umnotho Wamathokheni##
337Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaImibiko ithi i-Anthropic isungule buthule ilebhu yebhayoloji, isebenzisa i-AI ukuthuthukisa ucwaningo lwezemithi
I-Reuters ibike namhlanje kusihlwa (mhla ziyi-18), icaphuna imithombo enolwazi, ukuthi i-Anthropic isungule buthule ilebhu esebenza ngezinto eziphilayo eSan Francisco Bay Area, yandisa ibhizinisi layo le-AI ukuze lifinyelele ocwaningweni lwebhayoloji nesayensi yezidakamizwa oludinga umsebenzi wangempela wezandla.
338Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIsifunda saseCalifornia siphakamisa umgomo omusha: amabhizinisi asebenzisa amarobhothi esikhundleni sabasebenzi kufanele ahlinzeke ngemisebenzi enomholo ofanayo noma akhokhe imali yokuxoshwa nokuqeqeshwa
Kubasebenzi abalahlekelwa yimisebenzi ngenxa yokuthathelwa indawo amarobhothi, amabhizinisi kufanele akhethe enye yezindlela ezintathu: abahlelele eminye imisebenzi, umholo ungabi ngaphansi kowangaphambilini; abanikeze isaziso sezinsuku ezingu-60 kusengaphambili futhi bakhokhe imali yokuxoshwa; noma bakhokhe “imali yomthelela wokuzenzakalela yesifunda” esanda kusungulwa esikhwameni sokuqeqeshwa kabusha kwabasebenzi.
339Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaImibhalo yenkantolo iveza ukuthi inhloko yeMicrosoft ye-Applied Science ibize imboni ye-AI ngokuthi “ukwebiwa okukhulu kunakho konke kwemiphumela yomsebenzi emlandweni”
Imibhalo ekhishiwe ecaleni le-copyright lika-The New York Times elibhekene ne-OpenAI ne-Microsoft iveza ukuthi isikhulu se-Microsoft savuma mathupha ukuthi imboni ye-AI iwukwebiwa kwemiphumela yomsebenzi okukhulu kunakho konke emlandweni wesintu.
340Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUmholi wesikhungo samazwe ngamazwe sezobuhlakani bokwenziwa: I-China iyizwe elihamba phambili emkhakheni we-AI, futhi kulindeleke ukuthi ihole ukubambisana kwamazwe ngamazwe
Ngokombiko we-Xinhua News Agency, iForamu yesine Yomhlaba Wonke Yokuziphatha Kobuhlakani Bokwenziwa ibanjelwe e-Riyadh, inhloko-dolobha yaseSaudi Arabia. UMqondisi Obambile we-International AI Research and Ethics Centre (ICAIRE), uMajid Ali Al-Shehri, uthe ngesikhathi somhlangano i-China iyizwe elihamba phambili emkhakheni we-AI, futhi ulindele ukuthi i-China ihole ukubambisana kwamazwe ngamazwe ekukhuthazeni ukulingana phakathi kokuqanjwa kabusha kwe-AI nokulawulwa kwayo.
341Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUmbiko wakamuva we-OpenAI: Ngemva kokusebenzisa i-AI, abasebenzi bezinkampani baqala kancane kancane ukwenza imisebenzi engaphandle kwezibopho zabo eziyinhloko
Ucwaningo lulandele abasebenzi abangaba ngu-6200 kusukela ngo-2026 ngo-April kuya ku-2026 ngoJulayi. Imisebenzi enqamula imikhakha abasebenzi ababeyenze ngaphambilini yenyuka isuka ku-13.1% ngo-April yaya ku-25.9% ngoJulayi, uma iqhathaniswa nayo yonke imisebenzi ye-AI ehlobene nemisebenzi ethile. Lokhu kukhombisa ukuthi eminye imisebenzi enqamula imikhakha ayizange igcine isesigabeni sokuzama nje, kodwa iya ngokuya iba yingxenye yokugeleza komsebenzi kwansuku zonke.
342Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIsungulwe ngumcwaningi wangaphambili we-Google DeepMind: I-startup i-Emulate isizophetha uxhaso lwembewu olungama-dollar ayizigidi ezingu-700, inani layo lingafinyelela ku-$3.7 billion
Le nkampani yase-UK esisungulwe esikhathini esingaphezu kwenyanga edlule, isezingxoxweni ezijulile ne-Index Ventures kanye ne-Lightspeed. Ngemva koxhaso, inani layo lizofinyelela ku-$3.7 billion. Ithimba labasunguli lake lasungula imodeli yomhlaba i-Genie, ekwazi ukukhiqiza izindawo ezisebenzisanayo ze-3D ezibukeka zangempela ngokwemiyalelo yombhalo.##Emulate##DeepMind##AI融资#
343Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUmthuthukisi usebenzisa i-OpenAI GPT-6 Astra ukuze ahumushe ikhodi yomsakazo wamasosha aseJalimane eneminyaka engu-83
Umthuthukisi we-Bloomberg uCarter Leffen usebenzise i-GPT-6 Astra ukuze abuyisele umbhalo wekhodi yocingo olunabalingiswa abangu-82, olwaluthunyelwe amasosha aseJalimane ngo-1941, lwaba umbhalo wesiJalimane oqondakalayo. Igama lendawo elaziwayo nobuthakathaka bokubethela be-Enigma kube yizinto ezibalulekile ekuvuleni le mfihlakalo.##GPT-6##Enigma##UkuqhekezaIkhodiNge-AI#
344Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUkwakhiwa kwezikhungo zedatha kusaqhubeka nokubhekana nokuphikiswa ngumphakathi, kanti nedolobha elikhulu kunawo wonke eSilicon Valley, iSan Jose, alihlukile
Le mpikiswano iveza inselele evame ukubhekana nabenzi bezinqubomgomo kulo lonke elaseMelika: ngakolunye uhlangothi, osomabhizinisi nohulumeni ngokuvamile babheka imboni ye-AI njengomkhakha obalulekile ekugcineni ukuncintisana kwezomnotho; ngakolunye uhlangothi, izikhungo zedatha ezihlinzeka ngekhompyutha ye-AI zidinga ugesi namanzi amaningi, futhi zingase zibangele ukungcoliswa kwemvelo, okwenza umphakathi ukhathazeke kakhulu.
345Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-Moonshot AI ikhiphe isixazululo se-Kimi AI somkhakha wezezimali, esiqale ukusetshenziswa e-Industrial and Commercial Bank of China, e-CITIC Securities nakwezinye
Lesi sixazululo sihlanganisa imithombo yedatha egunyaziwe engaphezu kuka-10, amakhono angu-9 ezezimali nezinyathelo ezi-5 zokuthobela imithetho nokuphepha. Sisekela izimo ezifana nombiko wokuqala wokubamba amasheya, ukuhlaziywa kwemibiko yezimali kanye nocwaningo olunzulu. Sifaka imithombo yedatha efana ne-Wind ne-East Money, futhi singakhiqiza imikhiqizo ngefomethi ye-Office.##Kimi##Ubuchwepheshe bezezimali##I-Moonshot AI#
346Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUcwaningo lubonisa: imboni yaseNdiya yokukhiphela umsebenzi ngaphandle cishe ayizange ithathwe yi-AI emakethe
Umbiko we-ING ubonisa ukuthi ukuthunyelwa kwamasevisi esoftware eNdiya kukhuphuke kusuka ku-3.3% we-GDP ngaphambi kobhubhane kwafinyelela cishe ku-5.2%, kanti isabelo samasevisi ezohwebo siphindeke kabili safinyelela ku-3.3%. I-AI iyashintsha okuqukethwe komsebenzi wokukhiphela ngaphandle, kodwa isidingo asikanciphi.##ukukhiphelaUmsebenziNgaphandle##ubuhlakaniBokwenziwa##ubuchwephesheObuyaPhesheya#
347Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaINkosi yaseBrithani uCharles III ibize iforamu, yanxusa izikhondlakhondla ezifana noNvidia, OpenAI neGoogle ukuthi zilawule kahle ubuchwepheshe be-AI
Inkulumo elungiselelwe uCharles III ithi: “Abantu emhlabeni wonke abahlonipha ubuntu kanye nezimiso zokuziphatha ezibalulekile kubo balangazelela ukuqinisekiswa kini: sisakwazi ukulawula ikusasa lethu.” IBuckingham Palace ithe esitatimendeni iforamu izoxoxa ngokuthi lobu buchwepheshe bungasiza kanjani “umphakathi nemvelo”.
348Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUMusk usehlala ekharaveni eMemphis, eqondisa mathupha ukwakhiwa kwesikhungo esisha sedatha se-xAI
Umongameli we-SpaceX uveze ukuthi uMusk usehlala ekharaveni ye-Airstream eMemphis ukuze aqondise mathupha ukwakhiwa kwesikhungo sedatha se-xAI. Sekunesikhathi eside enomkhuba wokulala efekthri noma ehhovisi, kusukela ngesikhathi se-Zip2, e-Tesla nange-Twitter.##Musk##xAI##IsikhungoSedathaEMemphis#
349Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaU-Wang Tao, usihlalo webhodi ojikelezayo weHuawei: Umnyombo wesu le-AI leHuawei amandla ekhompyutha, kugxilwe ekwenzeni imali ngehadiwe
U-Wang Tao uthe sekufakwe ama-supernode e-Shengteng angaphezu kuka-1,000, kanti ama-supernode e-Shengteng 950 aseqalile ukusetshenziswa ngobuningi kwezentengiselwano.
350Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-General Administration of Radio and Television: Izinhlelo zomsakazo, ithelevishini nezomsindo ezisebenzisa i-AI kufanele zengeze uphawu lokuqukethwe; ukuguqulwa okweqile nge-AI akuvunyelwe ngokuphelele
Imidiya yomsakazo, ithelevishini nezomsindo iyindawo ebalulekile yokuqamba izinto ezintsha ngobuhlakani bokwenziwa, futhi iyinsimu evundile yokusebenzisa ubuhlakani bokwenziwa. Njengamanje, ubuchwepheshe bobuhlakani bokwenziwa busetshenziswa kabanzi kuzo zonke izigaba zokuhlela, ukukhiqiza, ukubuyekeza, ukusabalalisa kanye nokuhlinzeka ngezinsizakalo zezinhlobo ezahlukene zezinhlelo, okuhlanganisa amadrama kamabonakude, amadrama e-inthanethi, amadrama amafushane, izinhlelo zokuzijabulisa namakhathuni. Ukusetshenziswa kobuhlakani bokwenziwa embonini kusabalele kakhulu.
351Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaImibiko ithi u-Anthropic useqale okokuqala ukuhlela amandla ekhompuyutha e-Australia, uzoqasha ipaki lezikhungo zedatha elingu-2.16GW
I-Australia, enendawo enkulu enabantu abambalwa futhi enenqwaba yezinsiza ezivuselelekayo, ingenye yezindawo ezifanele ukwakha ingqalasizinda yamandla ekhompuyutha. Ngonyaka odlule, i-OpenAI nayo yasayina isivumelwano sokwakha isikhungo sedatha e-Australia.
352Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUHuawei ukhiphe umbiko wakamuva othi 《Umhlaba Ohlakaniphile 2035》, ubikezela ukuthi ukusetshenziswa kwama-Token emhlabeni wonke ngonyaka kuzokhula izikhathi eziyi-100 000 ngo-2035
Isikhulu sikaHuawei namuhla sibambe umcimbi wokwethulwa ku-inthanethi kochungechunge lwemibiko yokuhlola umhlaba ohlakaniphile, ngaphansi kwesihloko esithi “Ngezenzo, sibheke esikhathini esizayo”, futhi sethule ngokusemthethweni imiphumela yocwaningo ethi 《Umhlaba Ohlakaniphile 2035: Kusuka Embonweni Kuya Esenzweni》. Umbiko ubikezela ukuthi ngo-2035, #ukusetshenziswakwamaTokenemhlabeniwonke ngonyakakuzokhulaizikhathi eziyi-100000#, kanti ithrafikhi yama-agent ahlakaniphile izodlula ku-90%, okuzobeka izidingo kumandla ekhompyutha, kumanethiwekhi nakumafu ezedlula kude lezo zezinhlelo zokusebenza zendabuko ze-inthanethi. #UmhlabaOhlakaniphile2035#
353Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaU-Jensen Huang we-Nvidia: E-China, akekho okhuluma ngalokho okubizwa ngokuthi “isiphetho somhlaba ngenxa ye-AI”
U-Jensen Huang, i-CEO yakwa-Nvidia, uthe e-All-In Summit ukuthi indaba ye-AI e-China ibheka amaqiniso kakhulu. Ngokuphambene neSilicon Valley ethanda ukukhuluma “ngesiphetho somhlaba ngenxa ye-AI”, i-China ibheka i-AI njengethuluzi lokuqhubekisela phambili umnotho nentuthuko yomphakathi. Ucabanga ukuthi “umbono wesiphetho somhlaba ngenxa ye-AI” uwukuzethusa nje, futhi kufanele kugxilwe ekuxazululeni izinkinga zangempela. #UkuthuthukaKwe-AI#
354Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIPhini likaNdunankulu waseNingizimu Korea uPei Qingxun: INingizimu Korea kumele iqhubeke nokuthuthukisa i-AI, ingami futhi inganciphisi ijubane
Usho ngokuqondile: “Ngokombono waseNingizimu Korea, kunento eyodwa ecacile: manje asikwazi ukukhokhela izindleko zokunciphisa ijubane lokuthuthukiswa kwe-AI. Kunomehluko oyisisekelo phakathi kwamazwe asevele ehamba phambili akhetha ukunciphisa ijubane, namazwe asaqhubeka nokulandela futhi azama ukudala izimakethe ezintsha.”
355Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-AI iyaqhubeka “nokusebenzisa ugesi”, i集邦咨询 ilindele ukuthi isidingo sikagesi sezikhungo zedatha emhlabeni wonke sikhule ngo-31% uma siqhathaniswa nonyaka odlule kulo nyaka
Ngokubheka izinguquko emandleni kagesi adingwa yizikhungo zedatha emhlabeni wonke eminyakeni yakamuva, amandla afinyelele ku-122.9GW ngo-2025, kanti kulinganiselwa ukuthi azokhuphukela ku-161GW ngo-2026. Kulindeleke ukuthi ngo-2027, njengoba i-CSP iqhubeka nokwandisa ukusetshenziswa kwemali ezimpahleni ezinkulu futhi inani eliphelele lokuthunyelwa kwama-Server linganciphi, amandla kagesi adingwa yizikhungo zedatha aqhubeke nokukhula ngezinga elingaphezu kuka-30%.
356Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaKubikwa ukuthi i-OpenAI ihlela ukuthola uxhaso olusha ngenani elidlula u-$1.2 trillion
Izingxoxo zalolu xhaso ziqalwe abatshalizimali, futhi ukuthi luzophumelela yini kanye nesikhathi esiqondile kuzoncika ezinhlelweni ze-OpenAI zokufakwa emakethe yamasheya. Inani lokuqala elingu-$1.2 trillion nalo lingashintsha phakathi nezingxoxo ezizothatha izinyanga ezizayo.
357Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-Axelera AI yethula ngokusemthethweni i-chip ye-AIPU i-Europa, amandla ekhompuyutha obuhlakani bokwenziwa angu-629 TOPS
I-Axelera AI ithi i-Europa ingafinyelela ekuphindaphindeni ka-6 kokuphuma kwama-Token ngeyunithi ngayinye yamandla uma iqhathaniswa nezixazululo ze-GPU, kanti ngentengo efanayo ingaphezu kokuphindaphindeka ka-8 komkhiqizo oqhudelana nawo ohamba phambili.
358Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUTrump ushayele uJensen Huang we-NVIDIA phambi kwabantu, ehlekisa ngokuthi “umuntu okwazi ukwenza ama-chip ayinkimbinkimbi kakhulu emhlabeni akakwazi ukusebenzisa ifoni nge-speaker”
UJensen Huang uthole ucingo oluvela kuTrump ngesikhathi esesithangamini, kwathi uTrump waphinde wayivikela ngokuqinile i-AI ocingweni olwalukwi-speaker.
359Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaU-Liu Sheng we-DeepSeek kanye nendatshana ethi 《Kwaphoqeleka ukuba ngingcwabe ithalente lami izolo》 kubangele impikiswano enkulu, waphendula wathi ayimele isimo senkampani
U-Liu Sheng, ophethe i-opharetha eyinhloko ye-Attention ku-DeepSeek v4.1, washicilela indatshana ethi 《Kwaphoqeleka ukuba ngingcwabe ithalente lami izolo》 ngo-14 Septhemba, eyadala impikiswano enkulu ku-inthanethi. I-akhawunti ye-WeChat Official Account yathola ukufundwa okungaphezu kuka-10 万 +, yaze yaba kunombolo yokuqala ohlwini lwezihloko ezishisayo e-Zhihu, yaphinde yabangela izingxoxo ezinkulu ku-X.
360Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhaya“Iziqhwaga Ezintathu” Zibambisana, i-OpenAI, i-Anthropic kanye ne-Google DeepMind Baqala Ucwaningo Ngokuphepha Kwe-AI
Njengoba ukukhathazeka emazingeni ahlukahlukene e-United States ngokuthi i-AI ingase isongele umnotho nokuphepha kwezwe kuqhubeka kukhula, i-OpenAI isiqalile ukubambisana nezimbangi zayo ezinkulu, i-Anthropic kanye ne-Google DeepMind, ocwaningweni lwezinyathelo zokuphepha kwe-AI, okuqhubekisela phambili imizamo yomkhakha yokubhekana ngokubambisana nezingozi ezingaba khona.
361Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaU-Chen Kuan-chou we-MediaTek: Inkathi yomnotho we-Token isifikile, ama-agent azodala ukwanda okukhulu kokusetshenziswa kwama-Token nosayizi wemakethe
Engqungqutheleni yanamuhla yokwethulwa kwemikhiqizo emisha ephambili ye-MediaTek Dimensity yango-2026, uChen Kuan-chou, umqondisi, umphathi jikelele kanye nesikhulu esiphezulu sokusebenza kwa-MediaTek, wethule inkulumo eyinhloko kuqala, egxile ku-GAI nomnotho we-Token. Ukholelwa ukuthi inkathi yomnotho we-Token isifikile, futhi ama-agent azodala ukwanda okukhulu kokusetshenziswa kwama-Token nosayizi wemakethe. #InkomfaYokwethulwaKwe-MediaTekDimensityEphambili#
362Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUBurry we-“The Big Short” ukhuluma ngemidondoshiya yezobuchwepheshe ecela ukwehliswa kwejubane lokuthuthukiswa kwe-AI: empeleni bazifunela inzuzo
Umtshali-zimali uMichael Burry, owaduma ngefilimu ethi “The Big Short”, ukholelwa ukuthi lezi zingcingo zihloselwe ukuzizuzisa bona. Uthi iziphakamiso zabaholi bezinkampani ze-AI ezifana ne-OpenAI ne-Anthropic zokwehlisa ijubane “ziyisenzo sokuzifunela inzuzo”.
363Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-CEO yakwa-ByteDance uLiang Rubo: Eminyakeni engu-50 edlule, umkhakha we-IT ube neziqongo ezine zentuthuko, kanti isiqongo se-AI sidlula kude ezintathu zokuqala
I-CEO yakwa-ByteDance uLiang Rubo uthe namhlanje eNgqungqutheleni ye-Feishu Future Infinite kanye ne-Doubao Work Kickoff ukuthi eminyakeni engu-50 edlule umkhakha we-IT ube neziqongo ezine zentuthuko: i-PC, iWeb, i-Mobile ne-AI. Isiqongo se-AI sidlula kude izinga leziqongo ezintathu zangaphambilini.
364Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUmsunguli we-OpenAI uBrockman: Isintu sesingene enkathini yobuhlakani bokwenziwa obujwayelekile
Engxoxweni ne-a16z, umsunguli we-OpenAI uGreg · Brockman uthe isintu sesingene enkathini yobuhlakani bokwenziwa obujwayelekile.
365Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIzwe lakithi likhiphe izinga lokuqala emhlabeni lobuhlakani bokwenziwa + isixhumi sobuchopho nekhompyutha, lizoqala ukusebenza mhla lu-1 kuMandulo ngonyaka ozayo
I-National Medical Products Administration igunyaze futhi yakhipha izinga lokuqala emhlabeni lemishini yezokwelapha yezixhumi zobuchopho nekhompyutha esebenzisa i-AI ukucubungula idatha yamagagasi kagesi obuchopho, elizoqala ukusebenza mhla lu-1 kuMandulo ngonyaka ozayo. Izinga elisha libeka izidingo zobuchwepheshe kulo lonke uhlelo lokucubungula idatha, linikeze imboni isilinganiso sekhwalithi esifanayo, futhi lifinyelele ezingeni elihamba phambili emhlabeni jikelele. #IsixhumiSobuchophoNeKhompyutha# #AIYezokwelapha#
366Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIsiphakamiso esisha saseMelika sokunqanda ukuthuthukiswa kwe-AI esezingeni eliphezulu; izinhlangano noma abathuthukisi abephula umthetho bangagwetshwa iminyaka efika kwengama-20
Imithombo yezindaba yezobuchwepheshe i-Tom's Hardware ishicilele umbhalo izolo (ngo-13 Septhemba), ibika ukuthi osenatoro baseMelika uBernie Sanders noGreg Cezar baphakamise “uMthetho Wokuvimbela Ubuhlakani Bokwenziwa Obungaphezu Komuntu”. Izinhlangano noma abathuthukisi abephula lo mthetho bangagwetshwa iminyaka efika kwengama-20 ejele.
367Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaImibiko ithi i-Anthropic kulindeleke ukuthi izuze inzuzo ngekota yesibili ilandelana
Uma kungabalwa ukwabelana ngemali engenayo nabalingani bokusabalalisa abanjengo-Amazon kanye nezindleko zokuqeqesha amamodeli, isilinganiso senzuzo ephelele se-Anthropic sesidlule ku-80%.
368Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUkuphonsela inselelo i-IPO enkulu kunazo zonke emhlabeni: Kubikwa ukuthi i-Anthropic ikhethe ukufakwa ohlwini e-Nasdaq, ihlose inani elilinganiselwa ku-$2 trillion
Umthombo wezindaba zobuchwepheshe i-Business Insider ushicilele umbhalo namuhla (ngoSepthemba 14), ubika ukuthi inkampani yezobuhlakani bokwenziwa i-Anthropic isikhethe i-Nasdaq njengendawo engaba khona yokwenza i-IPO, kanti kulindeleke ukuthi iqale uhambo lokwethula kubatshalizimali ngo-Okthoba 2026. Inkampani ihlose inani elilinganiselwa ku-$2 trillion (inothi le-IT之家: ngokwezinga lokushintshisana lamanje, lokhu kulingana cishe no-¥13.46 trillion).
369Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIBrithani ihlola ikamu lokuqeqesha nge-AI ukusiza intsha engasebenzi ixazulule izinselele zokuqashwa
Ukuze kubhekwane nezinselele ezimbili zokuphazamiseka okubangelwa yi-AI nokungasebenzi kwentsha, iBrithani ihlola ikamu lokuqeqesha nge-AI elisheshayo ePreston, elihlinzeka ngokuqeqeshwa kwamahhala kubantu abangu-16-24 abangekho emfundweni, emsebenzini noma ekuqeqeshweni, futhi ibambisane nezinkampani ezifana ne-JD Sports ne-Heinz ukuhlinzeka ngamathuba okufundela umsebenzi ku-AI. Ochwepheshe baxwayisa ngokuthi ukuxazulula inkinga yentsha engekho emfundweni, emsebenzini noma ekuqeqeshweni kudinga izixazululo ezihlukahlukene. #AINomsebenzi#
370Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIzwe lethu selizuze ukuqashwa okuhlanganisiwe kwamandla ekhompyutha, liqhubekisela phambili ngokuhleleka ukuxhuma izifunda, izindawo ezizimele kanye namadolobha angu-31 ezweni lonke kunethiwekhi
UMnyango Wezimboni Nobuchwepheshe Bolwazi uveze ukuthi inkundla yamandla ekhompyutha yaseChina isizuze ukuqashwa okuhlanganisiwe kwamandla ekhompyutha ezweni lonke, kanti izifunda, izindawo ezizimele kanye namadolobha angu-31 zonke sezixhunyiwe. Ubungako bamandla ekhompyutha bukhula ngokushesha, kanti amandla ekhompyutha ahlakaniphile akhule ngaphezu kuka-177% uma kuqhathaniswa nonyaka odlule, kwakha isisekelo samasu esiqinile senkathi ye-AI. #UkuxhumanaKwamandlaEkhompyutha#
371Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-Google iqede ukuthengwa kwamakhono enkampanini esafufusa i-Mechanize, ihlose ukuvala igebe layo kuhlelo lwe-AI
Lolu hlobo lwesivumelwano luvame ukubizwa ngokuthi ukuthengwa kwamakhono (acqui-hire). Enkampanini enkulu yezobuchwepheshe njenge-Google, le ndlela yenza ikwazi ukuthola abasebenzi ababalulekile nobuchwepheshe ngesikhathi esisodwa, ngaphandle kokubhekana nokuhlolwa kokuncintisana ngokungemthetho yizinhlangano ezifana ne-U.S. Federal Trade Commission (FTC) kanye ne-UK Competition and Markets Authority (CMA), njengoba bekungenzeka ekuthengweni kwenkampani okusemthethweni.
372Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-China Mobile yethula i-AI Trusted Computing: ihlinzeka ngamandla ekhompyutha ayimfihlo ehlukahlukene nama-Token ayimfihlo
Engqungqutheleni Yezamandla Ekhompyutha yase-China, i-China Mobile yethule ngokusemthethweni i-AI Trusted Computing (AITC), ehlinzeka ngamandla ekhompyutha ayimfihlo ehlukahlukene nama-Token ayimfihlo. Ngokusebenzisa ubuchwepheshe obufana nokubethela kusukela ekuqaleni kuye ekugcineni, yenza idatha “isetshenziswe kodwa ingabonakali”, namamodeli “abalwe kodwa angatholakali”, ixazulule izinselele zokuphepha zokuyisa efwini ezimbonini ezibucayi ngedatha, ezezimali nohulumeni. #AITrustedComputing#
373Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-CEO yakwa-Anthropic u-Amodei uthi imboni ye-AI kufanele yehlise ijubane lokuthuthuka
I-CEO yakwa-Anthropic u-Dario Amodei ubhale namuhla wathi imboni yobuhlakani bokwenziwa kufanele yehlise ijubane lokuthuthuka.
374Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaU-Cherny, “umsunguli we-Claude Code”, ukhuluma ngokuhlela nge-AI: Umsebenzi oyinhloko wonjiniyela ukugcina ikhwalithi yekhodi
U-Cherny ukholelwa ukuthi umsebenzi wangempela wonjiniyela “ukugcina izindinganiso zekhwalithi yekhodi”. Embonini ye-AI, abanye babiza le ndima entsha ngokuthi “mini CEO”: onjiniyela sebefana nabaphathi, okumele banqume ukuthi iyiphi ikhodi engangena ohlelweni nokuthi iyiphi okufanele ivinjwe khona manjalo.
375Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIlungu le-Chinese Academy of Engineering u-Wu Hequan: Kulindeleke ukuthi amandla ekhompuyutha ase-China afinyelele ku-30% omhlaba ngo-2030
Ngo-12 Septhemba, esithangamini esikhulu seNgqungquthela Yase-China Yamandla Ekhompuyutha yango-2026, ilungu le-Chinese Academy of Engineering u-Wu Hequan liveze ukuthi ukuvela kwama-ejenti ahlakaniphile kukhulise ukusetshenziswa kwama-Token.
376Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaU-Yu Minhong: Ubuhlakani bokwenziwa bungase bukhulise igebe lomcebo emphakathini
Uthe, “Lokhu mhlawumbe kuyafana nentuthuko nezinguquko ezalethwa yiNguquko Yezimboni, kodwa kunamandla kakhulu, ngoba kudala esinye isimo: ubuhlakani bokwenziwa benza ingcebo yabantu iqoqeke ngesivinini esikhulu ezandleni zabantu abambalwa kakhulu.”
377Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-Goldman Sachs: Ukugxila njalo ekutheni “ibhamuza le-AI lizogqashuka yini” kungase kukwenze ubukele phansi inani elidalwa yi-AI
UKim Posnett, ongumholi obambisene webhizinisi lokutshalwa kwezimali kwa-Goldman Sachs, ukholelwa ukuthi ukugxila kuphela ekutheni ibhamuza lizogqashuka yini noma nini kungase kubukele phansi inani i-AI uqobo engalidalela lona. Nokho, lokhu akusho ukuthi zonke izinkampani ze-AI zizophumelela.
378Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaImpumelelo “enkulu” yemodeli i-Kimi K3, kuthiwa i-Moonshot AI ihlose imali engenayo yonyaka engu-2 billion wamadola ekupheleni kwalo nyaka
Ngokusho kwabantu abanolwazi ngalolu daba, i-Moonshot AI isanda kutshela abatshalizimali ukuthi imali engenayo ephindaphindekayo yonyaka yenkampani ngo-Agasti yeqe umkhawulo ka-1 billion wamadola aseMelika (cishe ama-yuan ayizigidi eziyizinkulungwane ezingu-6.728 ngezinga lokushintshisana lamanje), okuwukukhula okukhulu uma kuqhathaniswa ne-300 million yamadola (cishe ama-yuan ayizigidi eziyizinkulungwane ezingu-2.018 ngezinga lokushintshisana lamanje) yangoJuni.
379Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-Amazon ne-OpenAI bayabambisana, amakhasimende angafaka izikhangiso ku-ChatGPT
Abakhangisi ababambisene ne-Amazon Advertising bangandisa amathuba okufinyelela amakhasimende ngolwazi lwezikhangiso oluxoxisanayo ku-ChatGPT.
380Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaKubikwa ukuthi uMnyango Wezokuvikela wase-US ucabanga ukunikeza inkampani ye-Neocloud i-Fluidstack imali ebolekwayo engaba ngu-5 billion wamadola
I-Fluidstack izosebenzisa le mali ebolekwayo ukuqinisa uchungechunge lokuhlinzeka lwase-US kanye namandla okukhiqiza izingxenye ezihlobene nezikhungo zedatha, kunokuba itshale ngokuqondile ezikhungweni ezintsha zobuhlakani bokwenziwa.
381Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaULü Weifeng we-China Software Association uphendula ngokuthi “i-AI izothatha indawo yabahleli bezinhlelo”: sikubheka njengokubaluleke kakhulu, sisekela abasebenzi kulo mkhakha ukuthi bathuthele emisebenzini enenani eliphezulu
ULü Weifeng, oyisekela likasihlalo kanye nonobhala-jikelele we-China Software Industry Association, uthe lolu daba ludonse ukunakwa okukhulu emphakathini njengamanje, futhi nathi silubheka njengolubaluleke kakhulu. Kumele kuqashelwe ukuthi ubuhlakani bokwenziwa buqhuba ushintsho endleleni yokukhiqizwa kwesoftware, okwenza ukwakheka kwamakhono ochwepheshe besoftware kanye nezidingo zemisebenzi kushintshe.
382Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUMnyango Wezimboni Nobuchwepheshe Bolwazi ushicilele uhlelo lokuqalisa isenzo esikhethekile esithi “AI + Isofthiwe”: usekela ukusungula ngokubambisana kwezinkampani zesoftware nabakhiqizi bamadivayisi afana nama-smartphone, amakhaya ahlakaniphile nezimoto ezixhumene ngobuhlakani
Lolu hlelo lubhekiswe kuzo zonke izindawo zokukhiqiza nezokuphila, luhlose ukucebisa imisebenzi ehlakaniphile yesoftware nokuqhubeka nokwandisa ukufinyelela kokuthuthukiswa kobuhlakani besoftware. Lusekela ukusungula ngokubambisana kwezinkampani zesoftware nabakhiqizi bamadivayisi afana nama-smartphone, amakhaya ahlakaniphile nezimoto ezixhumene ngobuhlakani, lusheshise ukuhlanganiswa nokusetshenziswa kwamamodeli alula nesoftware yamadivayisi, futhi luhlole ukuthuthukiswa kwesoftware yezinhlelo zobuhlakani obugxile emzimbeni. Luzokhuthaza isoftware yezinhlelo ezifana ne-quantum computing ne-brain-inspired computing, futhi luhlole izinkomba zesoftware yesikhathi esizayo ezimelelwa ubuhlakani bomdabu, phakathi kwezinye.
383Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-OpenAI yethula i-ChatGPT yezinsizakalo zezezimali: ihlanganisa i-GPT-6 Astra, idatha yezezimali eyakhelwe ngaphakathi nezinkomba ezinemininingwane, isekela amamodeli okulinganisa nenhlolovo yocwaningo
Le sevisi yenzelwe amaqembu ezezimali, isekela ukwakha amamodeli okulinganisa nokukhiqiza imibiko yocwaningo, inedatha yezezimali eyakhelwe ngaphakathi evela ezinkundleni eziningi, futhi isekela ukulandelela umsuka wedatha. Isivulelwe izikhungo zezezimali ezifanelekayo. #OpenAI金融ChatGPT#
384Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaInkampani ye-AI XPU i-d-Matrix imemezele ukujoyina i-ecosystem ye-NVIDIA NVLink Fusion
Amasistimu e-XPU asezingeni lerack e-d-Matrix, kusukela ku-chip ye-“Raptor”, azosebenzisa i-MGX universal rack reference architecture ye-NVIDIA.
385Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaAmasosha aseJalimane ahlola amathuluzi e-AI angu-30, ahlela ukuwash用benzisa kusukela ngo-2027 ukusheshisa izinqumo enkundleni yempi
Amasosha aseJalimane ahlola amathuluzi e-AI angu-30 ukuze asheshise izinqumo enkundleni yempi. Ahlela ukwethula uhlelo oluyisibonelo ngo-2027, bese elusebenzisa ngokugcwele ngo-2028. Izinkampani zaseJalimane yizona ezibambe iqhaza kakhulu, kanti ne-ChapsVision yaseFrance iphakathi kwabancintisanayo. Okubalulekile ukuthi amasosha aseJalimane akuhlelile ngokusobala ukuthenga uhlelo i-Maven lwe-Palantir yaseMelika. #AIyezempi# Ubukhosi bedatha sebuyinto ebalulekile okufanele icatshangelwe.
386Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUmuntu onolwazi uphendula ukuthi “i-Moonshot AI ihlela ukufakwa ohlwini oluphindwe kabili e-Hong Kong nase-Shanghai”: Lezi zindaba azilona iqiniso
Imithombo yezindaba yakwamanye amazwe ibike ukuthi inkampani esafufusa ye-AI i-Moonshot AI ilungiselela ukufakwa ohlwini oluphindwe kabili e-Shanghai nase-Hong Kong, ihlose i-Sci-Tech Innovation Board yase-Shanghai Stock Exchange. Umuntu onolwazi uphendule wathi lezi zindaba azilona iqiniso. #AmahemuhemuOkufakwaOhlwiniKweMoonshotAI#
387Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-ADI ihlela ukuthenga inkampani yama-MCU ahlakaniphile i-Alif ngo-$13.5 billion, yandise ukuhlelwa kwayo kwe-Physical AI
Imikhiqizo ehamba phambili ye-Alif ama-MCU azalwa ene-AI asebenzisa amandla amancane kanye namaphrosesa ahlanganisiwe. Idizayini yayo eyi-heterogeneous inika amasistimu aphathekayo anezidingo eziqinile ukuhlanganiswa kwezinzwa ngesikhathi sangempela, ukuqagela okunokubambezeleka okuphansi, kanye ne-AI esebenza kudivayisi.
388Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-Gaode ikhiphe imodeli yokuqala emhlabeni ye-3D yomhlaba wamadolobha i-ABot-Earth 0.7, eyenza i-AI ikhiqize yonke into kusukela emhlabeni kuya ezithombeni zemigwaqo
I-Gaode ikhiphe ngokusemthethweni imodeli yokuqala emhlabeni ye-3D yomhlaba wamadolobha i-ABot-Earth 0.7, esekela ukukhiqizwa kwe-AI okudidiyelwe ngosayizi ogcwele kusukela emhlabeni kuya ezithombeni zemigwaqo, futhi ihlanganisa amazwe nezifunda ezingaphezu kuka-196. Faka isithombe sesathelayithi noma umbhalo, bese ukhiqiza indawo yedolobha ye-3D engamakhilomitha ku-GPU yabathengi ngemizuzu eyi-10 kuphela, okwandisa ukusebenza ngokuphindwe ka-1000. #UkukhishwaKweGaode3DModeliYomhlabaWamadolobha#
389Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaKusuka kumakhalekhukhwini kuya ezihlokweni zeminwe, kusuka esikrinini kuya phambi kwamehlo: i-Qualcomm ikhombise amatheminali e-AI ezigaba eziningi eNgqungqutheleni Yozakwethu ye-China Unicom ka-2026
I-Qualcomm ikhombise impumelelo ye-AI ezimweni eziningi, kusukela ekusetshenzisweni ngabathengi ngabanye kuya emkhakheni wezimboni, okuhlanganisa indandatho ehlakaniphile, amakhalekhukhwini e-AI nezixazululo zama-ejenti ahlakaniphile ezimboni. Iphinde yethula nobuchwepheshe obubheke phambili be-6G, isheshisa ukusetshenziswa ngobubanzi kwe-AI yama-ejenti. #高通AI终端# #中国联通合作伙伴大会#
390Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-NVIDIA ne-Palantir bavumelene ngokubambisana, baletha i-AI ezimele ochungechungeni olubalulekile lokuhlinzeka
I-Palantir ne-NVIDIA bamemezele ukubambisana okuzoletha ubuchwepheshe be-AI ezimele ekuphathweni kochungechunge lokuhlinzeka, buqale busetshenziswe emafekthri e-NVIDIA. Lolu hlelo luhlanganisa imodeli yomthombo ovulekile i-Nemotron kanye nenkundla i-Palantir Foundry, ngenhloso yokuhlinzeka ngosizo lokuthatha izinqumo ngesivinini somshini nokuqinisekisa ukutholakala okuzinzile kwezingxenye eziyizigidi ezingu-1.3.#UchungechungeLokuhlinzekaNge-AI#
391Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaINVIDIA ibambisana nozakwethu base-Australia, yakha izimboni ze-AI zezikhungo zedatha ezingafika ku-2 GW eminyakeni emibili ezayo
I-NVIDIA izokwandisa, kanye nohlelo lwayo lwabalingani base-Australia, umhlaba, ugesi nendawo yamagumbi edatha okudingekayo ukuze kusetshenziswe izimboni ze-AI zezizukulwane eziningi.
392Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaInyanga Emnyama imemezela uhlelo lobambiswano lwezinkampani luka-Kimi, sekungenile i-Jinshan Cloud, i-ChinaSoft International, i-Teamsun nezinye
Inyanga Emnyama imemezele ukuqaliswa kohlelo lobambiswano lwezinkampani, oluzovula amamodeli kanye nesisekelo se-Agent, lusekele ozakwethu ekuqeqesheni onjiniyela bokusatshalaliswa abasebenza phambili (FDE), ukuze banikeze izinkampani izinsizakalo zokusebenzisa i-AI ngokubambisana. I-Teamsun, i-Jinshan Cloud, i-AsiaInfo nezinye sezingene njengamalungu okuqala. #UkusetshenziswaKwe-AI#
393Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIzwi lomlingiswa we-“Genshin Impact” ka-miHoYo “lintshontshiwe”, kwakhokhwa isinxephezelo esingu-¥750,000 ecaleni lokuqala lase-Shanghai lokuncintisana ngokungafanele elihilela ukulingiswa kwezwi nge-AI
Muva nje, iNkantolo Yabantu Yesifunda sase-Pudong eShanghai ikhiphe isinqumo ecaleni lokuqala laseShanghai lengxabano yokuncintisana ngokungafanele elihilela ukulingiswa kwezwi nge-AI. (Ukugxila kwecala)
394Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUSwango, ophethe ucwaningo lokufunda nge-AI kwa-Anthropic: Abakwazi ngempela ukusebenzisa i-AI kufanele bazi ukuthi bangayisebenzisi nini
Njengoba i-AI ingena kancane kancane ezingxenyeni eziningi zomsebenzi, leli khono lokwenza izinqumo seliphinde laba yikhono elibaluleke kakhulu emsebenzini. Abantu akumele bafunde kuphela ukuthi bayisebenzisa kanjani i-AI, kodwa futhi bazi ukuthi i-AI ingasindisa nini isikhathi, nini ingenza umthwalo womsebenzi unganciphi noma ukhule, nokuthi yimiphi imisebenzi engcono ukuthi yenziwe umuntu ngokwakhe.
395Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaKubikwa ukuthi i-OpenAI, i-Amazon ne-Google zihlola iPatagonia yase-Argentina, zihlela isikhungo esikhulu sedatha se-AI
IPatagonia inesimo sezulu esipholile namandla ahlanzekile amaningi, okunganciphisa ukusetshenziswa kwamandla okupholisa izikhungo zedatha. Isimo samanje sezinqubomgomo naso siyavuna, kodwa ikusasa lisalokhu linokungaqiniseki, kanti ingqalasizinda isadinga ukuthuthukiswa. #UkwakhiwaKwezikhungoZedathaZezikhondlakhondlaZezobuchwepheshe#
396Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaInkampani yaseNingizimu Korea i-HyperAccel iqala ukukhiqiza ngobuningi i-chip ye-AI i-Bertha engu-4nm, eyenzelwe i-inference ezikhungweni zedatha
I-HyperAccel ithi i-Bertha 500 ingafinyelela izikhathi ezi-2 kumthamo wokucubungula, izikhathi ezi-19 ekusebenzeni kahle kwezindleko, kanye nezikhathi ezi-12 ekusebenzeni kahle kwamandla uma iqhathaniswa ne-NVIAI H100.
397Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUzakwethu wenkampani edumile yaseSilicon Valley yokutshala izimali i-A16z: I-AI ngeke idale “isigaba esiphansi saphakade”, abantu akudingeki bakhathazeke ngokweqile
U-Anish Acharya, uzakwethu wenkampani edumile yaseSilicon Valley yokutshala izimali u-Andreesen Horowitz (A16z), ukholelwa ukuthi i-AI ngeke idale lokho okubizwa ngokuthi “isigaba esiphansi saphakade”, ngakho abantu akudingeki bakhathazeke ngokweqile ngalokhu.
398Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-AI ixazulula inkinga yezibalo, uprofesa waseNyuvesi yaseNew York usola i-OpenAI ngokuthatha udumo ngomsebenzi wakhe wocwaningo
Isazi sezibalo saseNyuvesi yaseNew York sithi imiphumela yocwaningo esayenza ngokubambisana nesazi sezibalo sase-Anthropic yatholwa yi-OpenAI ngaphambi kokuba ivezwe esidlangalaleni. I-OpenAI yabe isisebenzisa amandla amakhulu ekhompyutha ukuqedela ubufakazi obuphelele futhi yawushicilela kuqala, kwavusa impikiswano kwezemfundo. #ImpikiswanoNgeOpenAI# Zombili izinhlangothi zinezincazelo ezihlukene ngomugqa wesikhathi wocwaningo nangokusetshenziswa kwedatha.
399Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUmkhiqizi weStudio Ghibli uToshio Suzuki ukhuluma ngezithombe ze-AI “zesitayela se-Ghibli”: Njengoba bengilindele, abantu basheshe bazidinwa yizo
Phambilini, izithombe “zesitayela se-Ghibli” ezakhiwe yi-generative AI zake zagcwala kakhulu ku-inthanethi. UToshio Suzuki wathi ngokusobala: “Ngaleso sikhathi izimemo zezingxoxo zafika ngobuningi ngesikhathi esisodwa, kodwa ngangicabanga ukuthi abantu bazosheshe bazidinwe yizo, ngakho nganquma ukungaphenduli. Kwagcina kwenzeka kanjalo ngempela.”
400Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-CFO yakwa-OpenAI: I-AI eyakhiwe ngaphakathi isiza ekwakheni ama-chip, izindleko zokusebenzisa imodeli i-Luna zingaphansi kwezisombululo zemithombo evulekile
I-Chief Financial Officer yakwa-OpenAI iveze ukuthi inkampani igxile kakhulu ekwakheni ama-chip, kwisayensi yezempilo nasezinsizeni zezezimali, futhi ihlola ukubiza amanani ngokwemiphumela yebhizinisi. Ngasikhathi sinye, ukusetshenziswa kwemodeli yayo eshibhile i-Luna kukhule izikhathi eziyi-10 ngemuva kokwehliswa kwentengo ngo-80%. #OpenAI# Imali engenayo yebhizinisi lezinkampani ikhula ngokuphawulekayo, futhi inkampani isivele ifinyelele umgomo wayo wonyaka.
401Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaInhloko ye-OpenAI eNingizimu Korea: Ukubambisana ne-Samsung Electronics kuma-chip esizukulwane esilandelayo kuqhubeka kahle
I-OpenAI izoqhubeka nokwakha ukubambisana nezinkampani zochungechunge lokuhlinzeka ngama-semiconductor eNingizimu Korea, kanti le nkampani ihlela nokwakha ingqalasizinda yokucubungula iziphetho ze-AI eNingizimu Korea.
402Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-JD.com yethula “Uhlelo Lokusheshisa i-Physical AI lwe-JD.com”, yakha isikhungo esikhulu kunazo zonke emhlabeni sokusebenza komhlaba obonakalayo
Emhlanganweni we-JD.com Global Technology Explorers Conference (JDD Conference), uCao Peng, uSihlalo weKomidi Lezobuchwepheshe le-JD.com Group kanye noMongameli we-JD Cloud, uthe: “Njengoba i-Physical AI iqala ukusetshenziswa ngezinga elikhulu, ukuncintisana kugxila emandleni okwenza ikhompuyutha, kudatha nasezimo zokusetshenziswa. I-Physical AI isuka ekuncintisaneni okukodwa kwamamodeli nezindikimba, iye ekuncintisaneni okuhlelekile.”
403Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-IDC: Ngekota yesibili ka-2026, imakethe yomhlaba wonke yamadivayisi agqokwa esihlakaleni yehle ngo-4.3% unyaka nonyaka; i-Huawei, i-Xiaomi ne-Apple zihamba phambili ngesabelo
I-IDC ikhiphe umbiko wemakethe yomhlaba wonke yamadivayisi agqokwa esihlakaleni wekota yesibili ka-2026, ohlaziya ukwehla kwemakethe, izinkomba ezimbili zokuhlola ezihlanganisa i-AI eseceleni kwedivayisi namabhande esihlakaleni angenasikrini, kanye nokusebenza kwabakhiqizi abahamba phambili, iphinde ibheke nokuthuthuka okulindelekile esikhathini esizayo.
404Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-JD Cloud imemezela uhlelo no-Moore Threads lokwakha ifekthri ye-AI enamakhadi angu-100 000
Engqungqutheleni yanamuhla ka-2026 ye-JD Global Technology Explorers, uCao Peng, uSihlalo weKomidi Lobuchwepheshe le-JD Group kanye noMongameli we-JD Cloud, umemezele intuthuko yakamuva ye-JD ezintweni ezintathu eziyisisekelo ze-AI: amandla ekhompyutha, idatha namamodeli.
405Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-DeepSeek imemezela ukwehliswa kwentengo yamamodeli e-AI ochungechunge lwe-flash kusasa: okukhiphayo kube ama-yuan angu-4 kuma-Token ayisigidi
Ngokwesimemezelo se-DeepSeek Open Platform, inkampani imemezele ukuthi kusukela ngo-12:00 ngesikhathi saseBeijing kusasa (10 Septhemba 2026) izosebenzisa amanani amasha, ilungise amanani ochungechunge lwe-Flash.
406Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaInkampani yocwaningo i-Similarweb: I-ChatGPT inabasebenzisi abaningi kakhulu phakathi kwama-chatbot e-AI asekelwe kuwebhu, isabelo semakethe sikhuphuke sabuyela ku-55.5% ngo-Agasti
Idatha yenkampani yocwaningo i-Similarweb ikhombisa ukuthi isabelo se-ChatGPT sethrafikhi yamawebhusayithi ama-chatbot e-AI sikhuphuke sabuyela ku-55.5%, kodwa ukwehla uma kuqhathaniswa nesikhathi esifanayo ngonyaka odlule kusobala. Izabelo ze-Gemini ne-Claims zikhule kakhulu. Le datha ibala ithrafikhi yamawebhusayithi kuphela, futhi ayimeleli ubukhulu bokusetshenziswa jikelele #ImaketheYamaChatbotEAI#
407Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-AI inyusa kakhulu isidingo sikagesi eNingizimu Korea, iminyango kahulumeni icabangela ukwakha iziphehli zenuzi eziningi
UNgqongqoshe Wezesimo Sezulu, Amandla Nezemvelo waseNingizimu Korea uKim Seong-hwan uthe i-Samsung Electronics ne-SK Hynix bahlela ukwandisa umthamo wokukhiqiza ama-chip, kanti nokwakhiwa okuqhubekayo kwezikhungo ezintsha zedatha ze-AI kulindeleke ukuthi kukhulise kakhulu isidingo sikagesi eNingizimu Korea eminyakeni ezayo.
408Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUmuthi “wokuphila isikhathi eside” othuthukiswe yi-AI uqala ukuhlolwa kubantu okokuqala, ungethula inqubo yokuguga
Lo muthi ubizwa nge-Rentosertib, futhi ukwakheka kwawo kwamangqamuzana kwakhiqizwa ngosizo lwe-AI. Ucwaningo olusha olushicilelwe ngoMsombuluko waleli sonto ku-Nature Biotechnology lubonisa ukuthi, ngokwezilinganiso “zamawashi okuguga” angu-6, izimpawu zebhayoloji ezihlobene nobudala zehle ezigulini ezelashwe nge-Rentosertib.
409Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaImithombo ithi i-Anthropic iyekile ukuthenga i-Decart, isivumelwano esingu-6 billion sichithakele
I-Decart ihlinzeka ngezinsizakalo zokuthuthukisa isitaki sobuhlakani bokwenziwa kuzo zonke izinhlobo zezingxenyekazi zekhompuyutha ezisetshenziselwa ukubala, futhi ithuthukisa ngokuzimela namamodeli omhlaba.
410Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-CEO ye-Arm uHaas: I-AI izosiza abantu banqobe umdlavuza, kodwa ukuhlinzekwa kwamandla okucubungula kuyisithiyo
I-CEO ye-Arm uRené Haas uthe i-AI ingase isize abantu banqobe umdlavuza esikhathini sabo sokuphila, kodwa ukuhlinzekwa kwamanje kwamandla okucubungula kukhawulelwe kakhulu futhi sekuyisithiyo esikhulu. Ugcizelele ukuthi isidingo se-AI sama-chip nememori sikhulu ngendlela engakaze ibonwe, kanti ukwakha amafekthri amasha okukhiqiza ama-wafer kudla isikhathi nomzamo, ngakho ukushoda kokuhlinzekwa kuzoqhubeka. Ngaphezu kwalokho, ochwepheshe bezokwelapha babheka umdlavuza njengeqoqo lezifo eziyinkimbinkimbi, futhi ubufakazi bemiphumela yangempela ye-AI emtholampilo busalinganiselwe. #AIkwezokwelapha# #UkushodaKwama-chip#
411Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-Mistral AI iqede uxhaso lwezimali luka-€3 billion emzuliswaneni D: inani layo ngemva kotshalomali lidlule ku-€21 billion, i-Samsung Electronics ihola uxhaso
Lesi silinganiso soxhaso lwezimali sidale irekhodi emlandweni wezinkampani zobuchwepheshe zaseYurophu. Le mali izosetshenziselwa ucwaningo olusezingeni eliphezulu lwenkampani.
412Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUkuqhuma kwamadrama amafushane e-AI kudumisa “ukugunyazwa kobuso”, isithombe sedijithali somuntu ojwayelekile sibiza cishe ama-yuan angu-100 ngesiqephu
Njengoba izimboni zamadrama amafushane e-AI nezikhangiso zedijithali zikhula ngokushesha, isidingo sokuthenga izinto zobuso bedijithali siyaqhubeka nokwanda. (CCTV Finance)
413Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaKuyaxaka futhi kuyanyanyisa: Izithombe zokudla ezenziwe yi-AI zigcwala kumamenyu ezindawo zokudlela, ziqede isifiso sabathengi
Ukuze kwehlise izindleko futhi kwandise ukusebenza kahle, izindawo zokudlela eziningi eMelika ziya ngokuya zisebenzisa izithombe zamamenyu ezenziwe yi-AI. Kodwa abathengi abaningi bathi lezi zithombe azikhangi, kanti ngezinye izikhathi ziyadukisa. Enye indawo yokudlela yagconwa ngemidwebo ngenxa yokusebenzisa izithombe ze-AI, kanti enye yaduma ngemuva kokuthembisa ukuthi “ayisoze yasebenzisa i-AI”. Ochwepheshe bathi izithombe ze-AI zivame ukuhlanekezela iqiniso, futhi zingathonya kancane kancane izivakashi ukuba zikhethe ukudla okunamafutha amaningi. #ImpikiswanoNgezithombeZamamenyuEzenziweYiAI#
414Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIzindleko zokukhiqiza amadrama amafushane e-AI zehle kakhulu: ezinye izingcaphuno zisondele ezindlekweni, ukuncintisana kwemboni sekugxile kokuqukethwe nasemakethe
Kusukela ekuqaleni kwalo nyaka, amadrama amafushane e-AI aqale ukukhula ngamandla: umngcele wobuchwepheshe wehlile, kwangena inani elikhulu labantu kulo mkhakha, umthamo wokukhiqiza wanda ngokushesha, kwalandela ukwehla okukhulu kwezindleko zokukhiqiza. (CCTV Finance)
415Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaAbalingani beNubia NaviX Ultra, ifoni yokuqala emhlabeni enomenzeli we-AI, bamenyezelwe: i-ChangXin Memory, i-Samsung Semiconductor nabanye
INubia NaviX Ultra, ifoni yokuqala emhlabeni enomenzeli we-AI, izokwethulwa ngoSepthemba. Abalingani bayo bahlanganisa i-Qualcomm, i-BOE ne-ChangXin Memory. Le foni inememori ye-LPDDR5X evela ku-ChangXin Memory enesivinini esifika ku-10667Mbps, okubonisa ukuthi i-DRAM yeselula eyenziwe e-China ingene okokuqala esigabeni sokusetshenziswa kwezohwebo ngesivinini esiphezulu. Ifoni entsha izoba noMsizi we-Doubao, futhi kulindeleke ukuthi ibe nephrosesa i-Snapdragon 8 Elite Gen5 nebhethri elingu-7000mAh. #Nubia NaviX Ultra# #Impumelelo entsha yememori eyenziwe e-China#
416Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaU-Yao Jinbo we-58 Tongcheng: Osomabhizinisi kumele baqondise i-AI mathupha, uguquko alunakuphathiswa abanye
U-Yao Jinbo, oyi-CEO ye-58 Tongcheng, uthe eMhlanganweni Wonyaka Wasehlobo we-Yabuli Forum ka-2026 ukuthi uguquko lwe-AI luyimpendulo okufanele ibhekwe yizinkampani ukuze zisinde futhi zithuthuke. Osomabhizinisi kumele baqondise i-AI mathupha, futhi bangayishiyi ngokuphelele kubaphathi abangaphansi kwabo. Uphakamise ukuthi izinkampani ziqashe ochwepheshe abazalwa bephila ne-AI, kanti nabaphathi uqobo kumele bavuselele ukuqonda kwabo futhi bahlanganise i-AI kulo lonke uchungechunge lokukhiqiza, ukuphatha nokumaketha. #UguqukoLwe-AI#
417Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-Minjie yethula kusengaphambili i-MS-S1 MAX-P495: Intengo ifinyelela ku-$7,000
I-MS-S1 MAX-P495 isekela inkumbulo ye-LPDDR5X engu-192GB futhi ingahlangabezana nezidingo zokusebenzisa amamodeli angu-300B endaweni. I-Minjie iphinde yaletha enye idivayisi enephrosesa ye-AMD Ryzen AI Max+ PRO 495, okuyi-N5 MAX-P495.
418Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIKorea phakathi kwesasasa le-AI: Uhlelo lwangempela luhlanganisa abasebenzi bakwa-Samsung nabakwa-SK Hynix, kanti abangu-9 kwabangu-10 eSeoul National University bakhetha izifundo ezihlobene nesayensi yamakhompyutha
Isasasa le-AI alikhuphulanga kuphela amanani amasheya aseKorea, kodwa liphinde liguqule kancane kancane imibono yomphakathi. Abasebenzi bezinkampani ezinkulu zama-chip sebeyizintandokazi emakethe yobudlelwano ngenxa yamabhonasi aphezulu, kwavela nezinhlelo zangempela ezibahlanganisayo. Ngasikhathi sinye, inani labafaka izicelo zobunjiniyela bukagesi namakhompyutha eSeoul National University lenyuke kakhulu, njengoba abafundi bephishekela indlela ecacile yomsebenzi eholela ezinkampanini ezifana ne-Samsung ne-SK Hynix.
419Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-Texas yakha izikhungo ezinkulu zedatha, kodwa izinga lokungasebenzi kwabaphothule izifundo liphakama
Abacwaningi be-Dallas Federal Reserve Bank bathole ukuthi kusukela kwakhululwa i-ChatGPT, izikhala zemisebenzi ezikhangiswayo ezimbonini zakulesi sifundazwe ezithinteka kakhulu yi-AI zehle kakhulu, kanti abaphothule emanyuvesi bathinteke kakhulu. Ngekota yokuqala ka-2025 kuphela, izikhala zemisebenzi ezithinteka kakhulu yi-AI zehle cishe ngo-8%; uma kuqhathaniswa, izikhala ezithinteka kancane azishintshanga kakhulu.
420Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIsikweletu sokuqala esicishe sibe ngu-20 亿元, i-Beijing Economic Development Zone ihola izwe lonke ekwethuleni imali mboleko yamandla ekhompyutha esekelwe kuma-Token
I-Beijing Economic Development Zone yethule i-“亦企 Token 贷”, futhi esigabeni sokuqala yanikeza amabhizinisi asechungechungeni lwemboni yobuhlakani bokwenziwa imvume yesikweletu ecishe ibe ngu-20 亿元. Lo mkhiqizo usebenzisa ukukhiqizwa kwama-Token amandla ekhompyutha kanye nenani lezinkontileka zezinsizakalo zamandla ekhompyutha njengesisekelo esiyinhloko sokunikeza isikweletu. Lokhu kudlula imikhawulo yesibambiso sendabuko futhi kunikeza amabhizinisi ezobuchwepheshe atshala kakhulu ocwaningweni nasekuthuthukisweni enye indlela entsha yokuthola uxhaso. #TokenImalimbolekoYamandlaEkhompyutha#
421Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUPhiko Lukazwelonke Lomsakazo neThelevishini lubambe umhlangano we-AI wemidlalo emifushane “融像” no-“融声”, kwaba khona i-iQIYI, i-Hongguo nabanye
Umhlangano ugxile ezindabeni zamalungelo ezithombe nobuso kanye namazwi emidlalweni emifushane edalwe nge-generative AI. Kucaciswe ukuthi ukusebenzisa izithombe nobuso namazwi kudinga imvume ecacile yabanikazi bamalungelo, kwafunwa nokusungulwa kohlelo lokulawula ubungozi kuyo yonke inqubo ukuze kuthuthukiswe ukuthuthuka okuhambisana nemithetho kwemidlalo emifushane ye-AI. #AI微短剧# #行业规范#
422Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaU-Altman we-OpenAI: Uma i-AI ifuna ukuzuza ukwesekwa ngabagxeki, “ukwelapha umdlavuza” akwanele
Ukwelapha umdlavuza nge-AI kungase kwenze abagxeki baqale ukuqonda umdlandla nge-AI. Lokhu mhlawumbe kuyindlela yokukhangisa ejwayeleke kakhulu eSilicon Valley. Kodwa uSam Altman, oyi-CEO ye-OpenAI, ukholelwa ukuthi ukwenza lokhu kuphela kusekude kakhulu nokwanele.
423Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaImithombo ithi i-Moonshot AI ingase iye e-Hong Kong iyokwethula i-IPO ngaphambi kokuphela kwalo nyaka, ihlose ukuqongelela kufika ku-$5 billion
Imithombo ithi i-Moonshot AI ingase iqongelele ama-dollar aseMelika ayizigidi eziyizinkulungwane ezingu-3 kuya kwezi-5 ngokukhishwa kwamasheya, okulingana cishe nezigidigidi ezingu-20.207 kuya kwezi-33.678 zama-yuan aseShayina ngezinga lokushintshisana lamanje. Ukufakwa ohlwini kungase kwenzeke ngaphambi kokuphela kwalo nyaka. Uhlelo lusaxoxwa, ngakho ubukhulu bokugcina bezezimali nesikhathi sokufakwa ohlwini kungase kushintshe.
424Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUMnyango Wezimboni Nobuchwepheshe Bolwazi: Sekela ukuthuthukiswa komphakathi kazwelonke ovulekile wobuhlakani bokwenziwa (AtomGit), ukhuthaze amabhizinisi asafufusa e-AI ukuba abambe iqhaza ekwakheni uhlelo lwe-open source
UMnyango Wezimboni Nobuchwepheshe Bolwazi ukhiphe “Uhlelo Lokweseka Amabhizinisi Amancane Namaphakathi Asafufusa Kwezobuhlakani Bokwenziwa (2026-2028)”, ngenhloso yokukhulisa amabhizinisi e-AI asafufusa angaphezu kuka-10 000, futhi usekele ukuthuthukiswa komphakathi kazwelonke ovulekile i-AtomGit. Lolu hlelo luhlanganisa amandla ekhompyutha, idatha, uhlelo lwe-open source nezinye izinyathelo, lukhuthaza amabhizinisi asafufusa ukuba abambe iqhaza ekwakheni i-open source.##AI创业##
425Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaILos Angeles, eMelika, izovimbela abafundi ukusebenzisa i-AI emishinini ephethwe yisifunda ukuze kuncishiswe isikhathi sokusebenzisa izikrini ekilasini
Ngasekuqaleni kwalo nyaka, ibhodi lezemfundo leSifunda Sesikole Esihlangene saseLos Angeles lanquma ukukhawulela ukusetshenziswa kwemishini yedijithali ekilasini, lasusa ilungelo labafundi abasebangeni eliphansi lokusebenzisa le mishini, futhi labeka umkhawulo wesikhathi sokusebenzisa izikrini, lithi ukusebenzisa izikrini isikhathi eside kungathinta impilo nemizwa yabantu abasha.
426Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIgagasi “elimelene nezikhungo zedatha” liyaqhubeka nokukhula, uNobhala Wezezimali waseMelika uBessent ugxeka izinkampani ngokungaxhumani kahle
UNobhala Wezezimali waseMelika uScott Bessent ugxeke kakhulu izinkampani zaseMelika ezitshala imali eningi ku-AI: ngesikhathi izikhungo zedatha ezinyusa izindleko zokuphila sezidale ukukhathazeka komphakathi, izinkampani zehlulekile ukuxhumana kahle nemiphakathi yasendaweni.
427Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUmtshalizimali we-venture uGavin Baker uvikela izikhungo zedatha: Mhlawumbe into engcono kunazo zonke emlandweni kubasebenzi baseMelika
Eminyakeni yakamuva, izikhungo zedatha zibangele impikiswano enkulu eMelika, kodwa uBaker ukhethe ukuzivikela esidlangalaleni. “Lokhu kungaba yinto engcono kunazo zonke abasebenzi baseMelika abake bahlangabezana nayo. Izikhungo zedatha ze-AI zivuselela amadolobhana amancane aseMelika abesesiwohloka.”
428Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-Zhipu GLM-5.3-Flash isetshenziswa mahhala ebusuku: kusukela mhla ka-3 kuya ku-20 kuMandulo, imali yesabelo ayikhokhwa nsuku zonke kusukela ngo-23:00 kuya ku-09:00 ngosuku olulandelayo
Kusukela manje kuya mhla ka-20 kuMandulo, ukusebenzisa le modeli nge-ZCode nsuku zonke kusukela ngo-23:00 kuya ku-09:00 ngosuku olulandelayo akudli isabelo; kwezinye iziteshi, isabelo esitholakalayo siphindaphindwa kabili. Le modeli njengamanje ihamba phambili ohlwini lwe-OpenRouter. #智谱AI#
429Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaU-Huang Renxun: Uhlose ukuthenga i-Hugging Face, hhayi ukubophela i-AI ngaphakathi kwa-NVIDIA
I-NVIDIA imemezele izolo (ngo-9 Septhemba 3) ukuthi ivumile ukuthenga inkundla yobuhlakani bokwenziwa yomthombo ovulekile i-Hugging Face ngemali engu-$12.9303 billion, kwathi u-Huang Renxun wachaza esihlokweni sebhulogi isizathu sokuthenga le nkundla.
430Ukuhlola kwezindasitriIT ikhayaI-Anthropic ne-OpenAI bazodlula i-Google babe amakhasimende amabili amakhulu ebhizinisini le-Broadcom le-AI ASIC
Umthamo wokusetshenziswa kwama-chip e-Broadcom yi-Anthropic ne-OpenAI ngo-2028 uzofinyelela ku-10GW no-5GW ngokulandelana. I-Broadcom ilindele ukuthi imali engenayo yama-semiconductor e-AI iqhubeke nokuphindeka kabili.
431Ukuhlola kwezindasitriIT ikhayaUmthetho oqinile kunayo yonke eMelika wokuvimbela i-AI emakilasini uqala ukusebenza eNew York; abafundi abakwazi ukuyisebenzisa emakilasini ngaphambi kokuya esikoleni samabanga aphezulu
Abafundi bezikole zamabanga aphezulu bangasebenzisa i-AI kuphela ezimweni ezithile, futhi bazothola imfundo yokwazi nge-AI kabili ngonyaka ukuze bafunde “ukucabanga ngokugxeka” nge-AI ngaphambi kokuba bayithembele.
432Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIsikhulu esiphezulu se-NVIDIA u-Huang Renxun sinxusa amazwe angamalungu e-G20 ukuthi asheshise ukuthuthukiswa nokusetshenziswa kwe-AI ukuze kukhuliswe umnotho
U-Huang Renxun uqhathanise i-AI nengqalasizinda efana namanzi nogesi emcimbini wezobuchwepheshe owawusingathwe eNyakatho Carolina, e-United States, owawubanjelwe amalungu e-G20. Unxuse izwe ngalinye ukuthi lakhe ingqalasizinda yalo ukuze likwazi ukusekela umnotho walo.
433Ukuhlola kwezindasitriIT ikhayaI-Yazenzekelayo ikhipha i-TwinDEX, isandla sobuchwepheshe beminwe emithathu esinamazinga enkululeko ayisishiyagalolunye, esenza imisebenzi yobuchwepheshe kusetshenziswa idatha engenawo umzimba werobhothi
Inkampani yamarobhothi i-I-Yazenzekelayo yethule isandla sobuchwepheshe i-TwinDEX, esisebenzisa i-exoskeleton egqokekayo ukuqoqa idatha, ngaphandle kwesidingo serobhothi langempela ukuze kuqeqeshwe amamodeli kahle. Ukuhlola kubonise ukuthi ukusebenza kahle kokuqoqwa kwedatha kungaphezu kokulawulwa kwerobhothi langempela izikhathi ezingu-5.3, kanti imiphumela yokuqeqesha cishe ingathatha indawo ephelele yedatha yerobhothi langempela, kuvule indlela entsha yokuthuthukiswa kobuhlakani obugxile emzimbeni ngezinga elikhulu.#具身智能#
434Ukuhlola kwezindasitriIT ikhayaIdrama yokuqala ende yasekhaya ye-AIGC: isikhathi kusukela ekuhleleni kuya ekwethulweni kwe-“After Journey to the West” sehliswe ngo-70% uma siqhathaniswa nopopayi bendabuko be-3D, kanti izindleko sezizonke ziyingxenye encane yezindleko zedrama efanayo ye-S-level enabalingisi bangempela
UCai Huaijun uphinde wathi, “Ikakhulukazi, izinga lokuheha abasebenzisi besilisa abasha lidlule ebesikulindele, futhi lokhu kuqinisekisile inani elikhethekile lamadrama amade e-AI ekwandiseni ukwakheka kwabasebenzisi.” (I-Daily Economic News)
435Ukuhlola kwezindasitriIT ikhayaKusungulwe “i-China Embodied Intelligence Tier 1 Industry Alliance”, eyasungulwa ngokubambisana yi-Xingyuan Intelligent ne-Lingxin Qiaoshou
I-“China Embodied Intelligence Tier 1 Industry Alliance”, eyasungulwa yi-Xingyuan Intelligent ne-Lingxin Qiaoshou, isungulwe ngokusemthethweni namuhla. Ihlanganisa izinkampani ezingaphezu kuka-20 ezisohlelweni lwemboni, okuhlanganisa i-Orbbec, i-Hesai Technology ne-RoboSense, futhi ihlanganisa izigaba ezibalulekile kusukela ebuchosheni kuya ezandleni ezikwazi ukwenza imisebenzi ethambile, kanye kusukela ku-lidar kuya ekulawuleni ukushisa. #EmbodiedIntelligence#
436Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaU-Altman we-OpenAI ukhuluma “ngokusetshenziswa kwamanzi” kwezikhungo zedatha: ngaphandle kwedatha esekelayo, ukukhathazeka kwabantu kukhulisiwe
U-Altman uveze ukuthi nakuba izikhungo zedatha zivame ukubhekwa “njengabasebenzisi abakhulu bamanzi”, inani lamanzi elisetshenziswa yisikhungo sedatha sesimanje empeleni licishe lilingane nelisetshenziswa yisakhiwo samahhovisi. “Lesi sitatimende sesiphenduke ihlaya eliphikelelayo kakhulu, futhi kunzima ukuliqeda, kodwa ngikholwa ukuthi uma sihlolwa ngokucophelela, asikwazi ukuma.”
437Ukuhlola kwezindasitriIT ikhayaIphini Likamongameli We-Google u-Amin Vahdat Ukhuluma Ngebhamuza Le-AI: Izinguquko Zobuchwepheshe Nesidingo Semakethe Kukhona Ngempela
U-Amin Vahdat, iphini likamongameli omkhulu we-Google elibhekele i-AI nengqalasizinda, uthe nakuba kunokungabaza ngokuba khona kwebhamuza le-AI emakethe, izinguquko zobuchwepheshe nesidingo semakethe esilethwa yi-AI kukhona ngempela. Usebenzise ukukhula okunamadijithi amabili kwe-Google Search ngenxa ye-AI njengesibonelo, egcizelela ukuthi i-AI inika izinsizakalo ezikhona umfutho omusha. #UkuthuthukaKwe-AI#
438Ukuhlola kwezindasitriIT ikhayaI-Anthropic ikhiphe i-Claude Fable 5.1 ne-Mythos 5.1: ukusebenza kudlula olwangaphambilini, izindleko zokufunda i-cache zehliswe ngo-75%
I-Anthropic yethule i-Claude Fable 5.1 ne-Mythos 5.1, ngamakhono athuthukiswe kakhulu ohlelweni nasezesayensini, zadlula izinguqulo zangaphambilini kanye ne-GPT-5.6 Sol ezivivinyweni eziningi zokulinganisa. Ngasikhathi sinye, izindleko zokufunda i-cache zehliswe ngo-75%, kwethulwa nesixazululo sokuphepha sezinga lamabhizinisi i-EFS. #AI前沿#
439Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUMusk: Kulindeleke ukuthi i-AI inyuse ubukhulu bomnotho womhlaba cishe ngo-20%-30%
Ngasikhathi sinye, uMusk ulindele ukuthi eminyakeni eyi-10 ezayo inani lamarobhothi anesimo somuntu emhlabeni lidlule ezigidini eziyi-1,000,000,000. Ukukhiqiza kwerobhothi ngalinye kuzoba okungenani okuphindwe ka-5 kunokomuntu, kanti amarobhothi anesimo somuntu ewonke kulindeleke ukuthi akhulise ubukhulu bomnotho womhlaba ngaphezu kokuphindwe ka-10.
440Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaU-CFO we-Baidu u-He Haijian: Ibhizinisi le-AI lingase lilethe maduzane inzuzo nembuyiselo yemali elingana nebhizinisi lokusesha
Ngokombiko we-Bloomberg wanamuhla (mhla lu-1), u-He Haijian, isikhulu esiphezulu sezezimali kwa-Baidu, uthe ukutshalwa kwezimali okukhulu kwenkampani emkhakheni we-AI kungase maduzane kulethe inzuzo nembuyiselo yemali elingana naleyo yebhizinisi lokusesha, futhi kuzofakazela ukuthi indlela i-Baidu eguquka ngayo isuka enkampanini ye-inthanethi iye enkampanini ye-AI ilungile.
441Ukuhlola kwezindasitriIT ikhayaUcwaningo luveza ukuthi abahloli bezicelo zomshwalense bangabasebenzi baseMelika abangayithandi kakhulu i-AI
Ucwaningo lwakamuva lwe-Glassdoor luveza ukuthi kufika ku-98% wabahloli bezicelo zomshwalense abagxeka i-AI ekubuyekezweni kwabo, bekhononda ngokuthi i-AI ayigcini nje ngokwenza amaphutha amaningi, kodwa yengeza nomsebenzi omkhulu kubasebenzi. Ochwepheshe bemboni bathi lokhu kukhombisa ushintsho olukhulu nenkinga yokuqashwa okubangelwa yi-AI embonini yomshwalense. #AIithathaImisebenzi#
442Ukuhlola kwezindasitriIT ikhayaI-ASUS ProArt GR1X mini PC ene-NVIDIA RTX Spark izokwethulwa ngekota yesi-4 ka-2026
Inguqulo yayo ephezulu inama-CPU cores angu-20, i-"Blackwell" GPU enama-cores angu-6144, imemori esheshayo eyabiwe engu-128GB, kanye namandla e-AI e-FP4 (sparse) afinyelela ku-1 Petaflop.
443Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIsikhulu sakwaMicrosoft siyaxwayisa: I-AI esezingeni eliphansi iphazamisa umsebenzi wansuku zonke, idale uchungechunge oluyingozi olunciphisa inani lolwazi
Umholi wamabhizinisi e-Office ne-LinkedIn kwaMicrosoft uyaxwayisa ngokuthi okuqukethwe okukhiqizwe yi-AI okusezingeni eliphansi (AI Slop) sekungene emsebenzini wansuku zonke, kwadala uchungechunge oluyingozi lokuthi “i-AI iyakhiqiza, i-AI iyafunda, i-AI iyafingqa”. Ukholelwa ukuthi i-AI kufanele isize abantu, ingathathi indawo yokwahlulela kwabantu, futhi amaqembu kufanele asungule izindlela zokuhlolwa ngabantu. #OkuqukethweOkukhiqizweNge-AI#
444Ukuhlola kwezindasitriIT ikhayaI-NVIDIA imemezela ukutshala imali engu-35 bhiliyoni zamadola e-US kwaMediaTek, ifinyelela isivumelwano sokubambisana emikhakheni emithathu: i-AI, ama-chip e-PC nezimoto
I-NVIDIA neMediaTek bamemezele ngo-Agasti 31 ukuthi bazojulisa ukubambisana kwabo kwesikhathi eside, bakhe inkundla yesizukulwane esilandelayo yekhompyutha ye-AI ehlanganisa ingqalasizinda ye-AI, ikhompyutha ye-AI yasendaweni kanye nezimoto.
445Ukuhlola kwezindasitriIT ikhayaIkhadi le-WeChat Pay elikhethekile le-AI manje lisekela i-DeepSeek Harness ne-OpenClaw
Ikhadi le-WeChat Pay elikhethekile le-AI selitholakala, futhi ngemva kwe-WorkBuddy ne-QClaw selisekela ukuxhuma ku-DeepSeek Harness ne-OpenClaw.
446Ukuhlola kwezindasitriIT ikhayaIkhompuyutha enkulu yase-Finland yobuhlakani bokwenziwa i-LUMI-AI izosebenzisa isisombululo sehadiwe ye-AMD, izofakwa engxenyeni yesibili ka-2027
Izosebenzisa izisheshisi ze-GPU ze-AMD Instinct MI430X kanye namaphrosesa esizukulwane sesi-6 e-EPYC (霄龙) anama-core angu-256, ilethe amandla ekhompyutha e-HPC aphindwe ka-2 namandla e-AI aphindwe ka-10.
447Ukuhlola kwezindasitriIT ikhayaI-AMD, Cisco ne-HUMAIN baqala ukubambisana, amandla e-Instinct MI355X afika e-Saudi Arabia
Lezi zinhlangothi ezintathu zihlela esigabeni esilandelayo ukufaka ingqalasizinda yobuhlakani bokwenziwa engu-250MW, esekelwe kuma-GPU ochungechunge lwe-AMD Instinct MI400 nakwezinye izingxenye.
448Ukuhlola kwezindasitriIT ikhayaI-MediaTek izokwakhela amakhasimende ama-XPU enziwe ngokwezifiso isebenzisa i-NVIDIA NVLink Fusion
I-NVIDIA iphinde yatshala ama-dollar ayizigidi eziyizinkulungwane ezingu-3.5 ezibondini eziguquleka zibe amasheya ezimakethe zakwamanye amazwe ezikhishwe yi-MediaTek. La maqembu womabili azoqhubeka nokusebenzisana ekuthuthukiseni ama-chip ekhompyutha ezizukulwaneni ezizayo ze-RTX Spark / DGX Spark.
449Ukuhlola kwezindasitriIT ikhayaIsiqhwaga sezimboni i-Caterpillar siletha i-AI emsebenzini wangempela, sitshala u-$100 million ekuqeqesheni abasebenzi eminyakeni emihlanu ezayo
Isiqhwaga sezimboni i-Caterpillar sisabalalisa ulwazi lwaso oluvuthiwe emkhakheni wokuzenzakalela kwezimayini ezindaweni ezifana nezindawo zokwakha nezimayini zamatshe, sethula amathuluzi afana ne-Cat AI Assistant. Le nkampani ihlela ukutshala u-$100 million eminyakeni emihlanu ezayo ukuze iqeqeshe abasebenzi abangu-118,000 ukuze bajwayele uguquko lwe-AI nokuzenzakalela. Ngasikhathi sinye, isidingo semishini yokuphehla ugesi yezikhungo zedatha senze imali engenayo yekota yesibili yafinyelela ezingeni elirekhodiwe lama-dollar ayizigidi eziyizinkulungwane ezingu-20.5. #Caterpillar# #AIautomation#
450Ukuhlola kwezindasitriIT ikhayaAbasebenzisi ababhekene nezimpendulo ezingahambisani ezivela ku-AI bazothweswa icala, ukupakishwa kokudla okulethwayo “kuncishiswe”, nemithetho emisha eminingi iqala ukusebenza ngoSepthemba
Izinga likazwelonke lokuqala laseChina eligxile endleleni yokusebenzisana phakathi kwabasebenzi benkonzo yamakhasimende nenkonzo yamakhasimende ehlakaniphile, elithi 《Izimfuneko Zokusebenzisana Phakathi Kwenkonzo Yamakhasimende Yabantu Nehlakaniphile Ezinsizeni Zokuxhumana Namakhasimende》, lizoqala ukusebenza ngo-1 Septhemba. #Abasebenzisi ababhekene nezimpendulo ezingahambisani ezivela ku-AI bazothweswa icala#
451Ukuhlola kwezindasitriIT ikhayaUClaude ubikwa ngokwebiwa kwama-akhawunti ngezinga elikhulu, i-Anthropic inqamula ngokuphuthumayo izimvume zokukhokha futhi ixwayisa abasebenzisi ukuthi bangalandi isoftware ngokunganaki
Kule imeyili, i-Anthropic ithi uphenyo lusaqhubeka, kodwa kungenzeka kakhulu ukuthi ikhompuyutha isivele itheleleke ngohlelo oluvamile oluyingozi lokweba ulwazi. Umsebenzisi we-Reddit owabelane ngale imeyili uqinisekise ukuthi ulande umdlalo ophangiwe.
452Ukuhlola kwezindasitriIT ikhayaInani losozigidigidi emhlabeni lifinyelele ezingeni eliphezulu emlandweni ngo-2025, ukutshalwa kwezimali ku-AI kube yimbangela enkulu yokukhula
Kulaba sozigidigidi, bangama-29 abanempahla edlula izigidigidi ezingama-50 zamadola aseMelika (cishe ama-yuan ayizigidi eziyizinkulungwane ezingama-336.788 ngokwesilinganiso samanje sokushintshanisa imali), okubalwa kubo uLarry Page, u-Elon Musk noJeff Bezos.
453Ukuhlola kwezindasitriIT ikhayaUcwaningo luka-Barclays: Kuwo wonke ama-dollar ayi-100 azuzwa yizinkampani zamamodeli e-AI, cishe ama-dollar angu-35 kuya kwangu-40 aya ezinkampanini ezintathu ezinkulu zamafu
Umbiko wakamuva we-Barclays uveza iqiniso lokwabiwa kwenzuzo ochungechungeni lwemboni ye-AI: kuwo wonke ama-dollar ayi-100 emali engenayo edalwa yinkampani yamamodeli, ama-dollar angu-35 kuya kwangu-40 aya ku-Amazon AWS, Microsoft Azure naku-Google GCP njengezindleko zamandla okubala okwenza inference. Abahlinzeki bezinsizakalo zamafu bangathola inzuzo yokusebenza engama-dollar ayi-10 kuya kwangu-20, kanti izinga lenzuzo lingafinyelela ku-45%. #AI产业链# #云计算#
454Ukuhlola kwezindasitriIT ikhayaAbaphathi bezokuxhumana eBrithani bayaxwayisa: Ukuthuthukiswa kwe-5G kuhamba kancane kakhulu, iBrithani ingase ihlulwe emncintiswaneni we-AI
Abaphathi bezokuxhumana eBrithani baxwayisa ngokuthi uma ukuthuthukiswa kwe-5G kungasheshi, iBrithani izosala emuva emncintiswaneni womhlaba wonke we-AI. Njengamanje, ukumbozwa kwenethiwekhi eBrithani kusemuva ngisho nakwamanye amazwe e-G7 nase-European Union, kanti ijubane lokulanda lehle laya endaweni yama-70 emhlabeni. #InethiwekhiYe5G# #UmncintiswanoWeAI#
455Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaInkampani edumile yaseSilicon Valley yokutshalwa kwezimali i-a16z isungula isikhwama esisha: iqoqe ama-dollar ayizigidi eziyizinkulungwane ezingu-1.1, igxile kuma-chip, kwimemori nakumarobhothi
Inkampani edumile yaseSilicon Valley yokutshalwa kwezimali i-a16z imemezele ukusungulwa kwesikhwama esisha esibizwa ngokuthi “Inkathi Yemishini”, esinenani lama-dollar ayizigidi eziyizinkulungwane ezingu-1.1. Sizogxila ekutshaleni imali emikhakheni yezingxenyekazi zekhompuyutha efana nama-chip, imemori, izikhungo zedatha namarobhothi, okuhluke kakhulu kunesu layo langaphambilini lokutshala imali kusofthiwe. #a16z# #UkutshalwaKwezimaliKwezobuchwephesheObuthuthukile#
456Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaZintathu kuphela emhlabeni ezikwazi ukukhiqiza lokhu: I-SpaceX kaMusk yeqa umgoqo wokuhlinzeka amandla e-AI, ama-blade ama-turbine azikhiqizele wona aqala ukusebenza ezinyangeni ezingu-18 ngaphambi kwesikhathi
U-Elon Musk, umuntu ocebe kunabo bonke emhlabeni, uthumele umlayezo enkundleni i-X namuhla (ngo-Agasti 30), eqinisekisa ukuthi i-SpaceX ihlela ukwakha e-Bastrop, e-Texas, e-United States, imboni yokubumba ama-blade ajikelezayo (blades) nama-vane anganyakazi (vanes) ezinjini zegesi.
457Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-National Data Bureau: Ekupheleni kukaJulayi, umthamo ophelele wekhompyutha ehlakaniphile wase-China ufinyelele ku-245 million PFLOPS
Izizinda eziyisishiyagalombili zikazwelonke zamandla ekhompuyutha nezindawo ezintathu zokuthuthukisa ukubambisana phakathi kwamandla ekhompuyutha nogesi sezakhe umthamo wekhompyutha ehlakaniphile ohlanganisa ngaphezu kuka-85% wesamba sikazwelonke. Umthamo wekhompyutha ehlakaniphile ongu-145 million PFLOPS usufakiwe ohlelweni lukazwelonke lokuqapha nokwabiwa kwezinsiza, okuqhubeka kuthuthukisa ukusetshenziswa okuhlanganisiwe kwezinsiza zamandla ekhompuyutha kanye nekhono lokwabiwa kwazo ngendlela edidiyelwe.
458Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUNvidia “ibheke” i-Hugging Face, amamodeli e-AI anesisindo esivulekile aba yizimpokophelo ezidumile zokuthengwa eSilicon Valley
Muva nje, iziqhwaga eziningana zobuchwepheshe eSilicon Valley zilokhu zithenga izinkampani ezihlobene ne-AI enesisindo esivulekile. Ukwamukelwa kwalo mkhakha kuya ngokuya kukhula, njengoba usiza izinkampani ukunciphisa izindleko nokwandisa amakhono, ngaleyo ndlela uheha iziqhwaga ukuthi ziwutshale ukuze ziphelelise uchungechunge lwezimboni lwe-AI.
459Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-OpenAI ChatGPT ne-Codex manje zisekela ukuxhuma ama-akhawunti amaningi e-Google Gmail
I-OpenAI imemezele ukuthi i-ChatGPT ne-Codex manje zisekela ukuxhuma ama-akhawunti amaningi e-Google Gmail nakuma-akhawunti ekhalenda, okuxazulula inkinga yakudala yokusebenzisa i-akhawunti eyodwa kuphela. Abasebenzisi bangangeza ama-akhawunti ahlukene kuma-plugin ebha eseceleni, ukuze i-AI ithole ulwazi olubanzi kakhulu. #AmathuluziOkusebenzaNge-AI#
460Ukuhlola kwezindasitriIT ikhayaUkukhuthaza i-Claude kugxekwe kakhulu ku-inthanethi, umdali wokuqukethwe waseCanada uthi ukusebenzisa i-AI sekuba yinto engamukelekile emphakathini
Umdali wokuqukethwe waseCanada ugxekwe kakhulu abalandeli ngemuva kokukhuthaza i-Claude, waze walandelwa abantu ababengabalandeli bakhe besikhathi eside. Isimemo se-OpenAI kubadali bokuqukethwe sokuyikhuthaza naso sabhekana nokuphikiswa, abanye bathi le nkampani “ilahlekelwe isimilo”. #ImpikiswanoNge-AIEmphakathini# Umdali wokuqukethwe ukhathazekile ngokuthi esikhathini esizayo i-AI ingase ibe “yimfihlo egcinwa ekhabetheni” okudingeka ifihlwe.
461Ukuhlola kwezindasitriIT ikhayaI-Anthropic imemezela ngokusemthethweni ukuthi i-Claude Code ixhumanisa ideskithophu netheminali
Ngaphambilini, umsebenzi owawudlula ezinkundleni ezahlukene wawudinga ukuthi umongo uphinde ungeniswe, kudle isikhathi esiningi. Manje ukuthayipha / resume kudeskithophu kuvumela ukubuyisa izingxoxo zakudala zetheminali, kugcinwe konke okuqukethwe kwengxoxo, futhi nendlela yezindawo zokuhlola isebenza ngokujwayelekile, #Claude Code# #AI开发工具#
462Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaNgo-2025, kwagunyazwa amalungelo obunikazi angaphezu kuka-3 400 ama-ejenti ahlakaniphile eShayina, izinga lokukhula lingaphezu kokuphindwe kabili lonyaka odlule
U-Hu Jianbo, umqondisi we-National Data Development Research Institute, uthe emcimbini wokuvula i-2026 China International Big Data Industry Expo mhla zingama-28 kuNcwaba ukuthi ukusetshenziswa kwama-ejenti ahlakaniphile kusheshisa ukuthuthukiswa kwezinsizakalo zamathokheni. Ngo-2025, kwagunyazwa amalungelo obunikazi angaphezu kuka-3 400 ama-ejenti ahlakaniphile eShayina, izinga lokukhula lingaphezu kokuphindwe kabili lonyaka odlule, futhi ijubane lokusungula izinto ezintsha lakhula ngokuphawulekayo.
463Ukuhlola kwezindasitriIT ikhayaIngabe i-AI izodiliza imboni yesoftware? U-Amodei, oyi-CEO yakwa-Anthropic: Asizimisele ukucekela phansi muntu
Mayelana namahemuhemu ase-Wall Street okuthi i-Anthropic izama ukuguqula imboni ye-SaaS, u-CEO u-Amodei ucacise emcimbini ukuthi umsizi we-Claude AI awuhlosile ukucekela phansi muntu, kodwa ufuna ukudalela amakhasimende inani. Uthe ukubambisana ne-Salesforce “kungaphezu kokuhlanganisa okukodwa nokukodwa”, futhi kungaletha inani elikhulu. #IzindabaZemboniYeAI#
464Ukuhlola kwezindasitriIT ikhayaAmandla e-AI computing akhuphula kakhulu isidingo sethusi, isidingo sethusi esezingeni eliphezulu esikhethekile samaseva e-AI ngo-2026 kulindeleke ukuthi sikhule ngo-260%
Isidingo sethusi samaseva e-AI sidlula kude esamaseva ajwayelekile; ithusi elisetshenziswa yiseva eyodwa lingafinyelela izikhathi ezi-3 kuya kwezi-6 kuneseva ejwayelekile. I-#AI# ayikhuphulanga nje kuphela isidingo sezinto zethusi ezihambisa ukushisa kahle nezisebenza kumafrikhwensi aphezulu nangesivinini esikhulu, kodwa iphinde yabangela ukuthi izindleko zokucubungula ezinye izinhlobo zethusi ezisezingeni eliphezulu zikhuphuke ngaphezu kuka-50%, kanti ama-oda asefinyelele ekupheleni konyaka.
465Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-CEO yakwaNvidia u-Huang Renxun unxusa imboni ye-AI ukuthi iqinise ukuxhumana: Uma ufuna ukwakha izikhungo zedatha, kufanele uthole ukwesekwa umphakathi
Ngomhlaka-26 ngesikhathi sendawo, u-Huang Renxun watshela umsakazi we-CNBC u-Jim Cramer ukuthi wabuzwa ukuthi amakhasimende akwaNvidia kufanele aphendule kanjani ekukhathazekeni kwemiphakathi ngezikhungo zedatha. Uthe: “Imboni yezobuchwepheshe nabakhi bezikhungo zedatha kumele basebenzisane kangcono nemiphakathi, ukuze wonke umuntu azilungiselele ukwakhiwa kwengqalasizinda ye-AI.”
466Ukuhlola kwezindasitriIT ikhayaI-Lingzhang Robotics iqede uxhaso lwezimali lwesigaba se-angel olungamashumi ezigidi zama-yuan
Ngokombiko we-《科创板日报》, lo mjikelezo uxhaswe ngokuhlanganyela yizikhungo ezine, okuhlanganisa i-Kailong High-Tech ne-Aubo Robotics. Izimali zizosetshenziselwa ucwaningo nokuthuthukiswa kwemikhiqizo kanye nokusetshenziswa kwezentengiso ezimbonini zokukhiqiza, emisebenzini ekhethekile nasezimweni zezohwebo zasemkhathini. Le nkampani eyasungulwa ngo-2024 inomkhiqizo oyinhloko oyisandla esinekhono esivumelana no-90% wezimboni. #UxhasoLwerobhothi#
467Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaKumnandi: Umsunguli we-Minecraft uPersson uyavuma ukuthi kungenzeka wayenephutha ngokwenqaba ukuhlela nge-AI ekuqaleni
Phambilini uPersson wayephikisana ngokuqinile nokuhlela nge-AI, kodwa manje ushintshe ngokuphelele umbono wakhe ngenxa yobunzima bokuqasha abasebenzi nezinye izizathu. Uyavuma ukuthi umbono wakhe wangaphambilini wawungalungile, futhi useqalile nokuzama ukusebenzisa i-AI ekuthuthukiseni imidlalo.
468Ukuhlola kwezindasitriIT ikhayaImibiko ithi i-Anthropic yake yahlose ukuthenga inkampani yama-chip i-MatX, izingxoxo manje sezibheke ekubambisaneni
Muva nje i-Anthropic ibambe izingxoxo nezinkampani eziningana ezisafufusa zama-chip obuhlakani bokwenziwa. I-Anthropic kungenzeka ihlose ukukhiqiza ama-chip okuqeqesha, noma ikhethe ukukhiqiza ama-chip okwenza iziphetho.
469Ukuhlola kwezindasitriIT ikhayaIzibuko ezihlakaniphile i-Ray-Ban iO zimemezele ukusebenzisa i-chip ye-BES2800 ye-Horizon Robotics: inqubo ye-6nm, i-Bluetooth yamamodi amabili ne-Wi‑Fi 6 esebenzisa amandla amancane
I-Horizon Robotics imemezele ngokusemthethweni ukuthi izibuko ezihlakaniphile i-Ray-Ban iO zizosebenzisa i-chip ye-BES2800: zisebenzisa inqubo ye-6nm esebenzisa amandla amancane kakhulu; zihlanganisa i-CPU enama-core amaningi nesitoreji esikhulu, okukhuphula kakhulu amandla okubala; zihlanganisa i-Bluetooth yamamodi amabili ne-Wi‑Fi 6 esebenzisa amandla amancane.
470Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-OpenAI izobeka izikhangiso kubasebenzisi base-India be-ChatGPT bamahhala nabohlelo lwe-Go
U-Dave Dugan, ophethe izixazululo zokukhangisa zomhlaba wonke kwa-OpenAI, uthe nge-ChatGPT Ads amabhizinisi abo bonke osayizi angakwazi ukwethula imikhiqizo yawo ngesikhathi abasebenzisi besaqala ukwakha intshisekelo yokuthenga noma yokwenza isinqumo, lapho umongo uhambisana kakhulu.
471Ukuhlola kwezindasitriIT ikhayaIBrithani yenze ukuhlinzwa kokuqala emhlabeni kobuchopho okusizwa yi-AI ngesikhathi sangempela, kwasuswa isimila ebuchosheni ngempumelelo
UNgqongqoshe waseBrithani Wezinto Ezintsha Kwezempilo, uJames Frith, uthe uyajabula ngokuthi uRees ukwazile ukuthola lokhu “kuhlinzwa okuguqula impilo” ngocwaningo oluxhaswe nguhulumeni. “I-AI kumele ihambisane nezivikelo ezifanele zokuphepha, futhi sizohlala siluthatha ngokungathí sina udaba lokuphepha. Ngesikhathi esifanayo, sizoqinisekisa ukuthi siwasebenzisa ngokugcwele amathuba alethwa yi-AI.”
472Ukuhlola kwezindasitriIT ikhayaI-CEO ye-OpenAI u-Altman uyavuma ukuthi umphakathi uzizonda izikhungo zedatha: wonke umuntu unesimo sengqondo esibi kakhulu
U-Altman uthe engxoxweni ukuthi umphakathi unesimo sengqondo esibi kakhulu nge-AI kanye nezikhungo zedatha ze-AI, futhi izakhamuzi ezindaweni eziningi zaseMelika ziphikisana namaphrojekthi amasha ezikhungo zedatha. Njengamanje, i-OpenAI isiphendule ezindabeni zokusetshenziswa kwamanzi nogesi yizikhungo zedatha, futhi yethule nezinyathelo zokubuyisela emphakathini.
473Ukuhlola kwezindasitriIT ikhayaUmqondisi weNASA u-Isaacman usekela kakhulu izikhungo zedatha emkhathini: zizonciphisa ukushoda kwamandla e-AI futhi zilethe izinzuzo ezinkulu
U-Isaacman uphinde wathi: “Singathumela izikhungo zedatha emzileni woMhlaba, sisebenzise leya reaktara yokuhlanganisa yamahhala engaphandle ukuze isinike amandla, siqinisekise ukuthi iMelika ayinqobi nje kuphela umjaho womkhathi, kodwa iphinde inqobe nomjaho we-AI.”
474Ukuhlola kwezindasitriIT ikhayaI-CEO yakwa-Nvidia uHuang Renxun: Ezindaweni eziningi sesiyitholile i-AGI, futhi lesi sigameko asisenancazelo
I-CEO yakwa-Nvidia uHuang Renxun uthe ocingweni lwemiphumela yezimali i-AI isiyakwazi ukwenza umsebenzi onenani kwezomnotho, ngakho lesi sigameko se-AGI ngokwaso asisabalulekile. Uthe i-AI isuka ekwenzeni imisebenzi ngokulalela kuphela iye kuma-agent azimele, wagcizelela nokwandiswa kwamandla ekhompyutha nokukhiqizwa kwama-Token angenza inzuzo njengengomuso lomkhakha. Wena ucabangani ngalokhu?#IkusasaLe-AI#
475Ukuhlola kwezindasitriIT ikhayaUkukopisha isoftware ye-AI ukuze kuqalwe ibhizinisi: Inhlawulo ka-100,000 yuan ecaleni lokuqala eBeijing lokujezisa ngokuphatha kabi izimfihlo zohwebo ze-AIGC
Ihhovisi Lokulawulwa Kwezimakethe Lesifunda sase-Chaoyang e-Beijing likhiphe isinqumo ecaleni lokuqala e-Beijing lokujezisa ngokuphatha kabi izimfihlo zohwebo embonini ye-AIGC, labeka inhlawulo ka-100,000 yuan ngokushiya umsebenzi nemfihlo zenkampani nokukopisha nokusebenzisa ngasese isoftware yezohwebo ye-AI yomqashi wangaphambili.
476Ukuhlola kwezindasitriIT ikhayaImibiko ithi i-NVIDIA ilungisa izidingo zememori ye-HBM4, yandisa isabelo se-8Hi enokunqwabelanisa okuphansi
Ukunciphisa ukuphakama kokunqwabelanisa kwenza kukhiqizwe izinqwaba eziningi ze-HBM4 ngenani elifanayo lama-HBM4 DRAM Die, kanti i-8Hi HBM4 nayo inenzuzo ezingeni lokuphumelela kokukhiqiza.
477Ukuhlola kwezindasitriIT ikhayaI-Amazon AWS imemezela ukuthunyelwa okwengeziwe kwama-GPU e-NVIDIA ayizigidi ezi-2 ngo-2027~2028
I-AWS izophinde inikeze ngengqalasizinda esekelwe kuma-CPU e-NVIDIA Vera ezinsizakalweni zayo zamafu, futhi ihlanganise ama-chip ayo ne-NVIDIA NVLink Fusion kanye ne-NVHBM
478Ukuhlola kwezindasitriIT ikhayaKubikwa ukuthi uNvidia uxoxisana ngokuthenga i-Hugging Face ngemali engaphezu kwezigidigidi ezingu-13 zama-dollar, noMicrosoft ufuna ukungenelela
Ngokusho komuntu onolwazi ngalolu daba, la maqembu womabili abe nezingxoxo ezibucayi mayelana nesivumelwano sokuthenga emasontweni ambalwa adlule. Lesi sivumelwano sizokwenza inani le-Hugging Face lidlule kuzigidigidi ezingu-13 zama-dollar (Inothi le-ITHome: cishe ama-yuan ayizigidi eziyizinkulungwane ezingu-87.592 ngokwesilinganiso samanje sokushintshanisa imali). Lo muntu uthe lezi zinkampani zombili azikafinyeleli esivumelwaneni, futhi izingxoxo zisengabhidlika.
479Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaKuthathwa u-30%, kubikwa ukuthi i-Moonshot AI isezingxoxweni ne-Microsoft, i-Amazon kanye ne-Google mayelana nokwabelana ngemali engenayo yemodeli ye-AI i-Kimi K3
Uma ukubambisana kufinyelelwa, lokhu kuzoba ukubambisana kokuqala okukhulu kokwabelana ngemali engenayo phakathi kwenkampani yaseChina yezobuhlakani bokwenziwa nezinkampani ezinkulu zaseMelika zekhompuyutha yamafu.
480Ukuhlola kwezindasitriIT ikhayaAbaphathi abangu-90% bezinkampani zaseMelika bathi i-AI ayizange ibe nomthelela emisebenzini ezinkampanini eminyakeni emithathu edlule, futhi “ayizange ibe nawo nhlobo” umthelela ekukhiqizeni
Ucwaningo lwakamuva lwe-National Bureau of Economic Research olwenziwe kubaphathi bezinkampani zaseMelika luthole ukuthi abangaphezu kuka-90% babaphenduli bayavuma ukuthi eminyakeni emithathu edlule i-AI “ayizange ibe nomthelela emisebenzini enkampanini yabo”; cishe u-89% baphinde bathi i-AI “ayizange ibe nawo nhlobo umthelela ekukhiqizeni”.
481Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUMnyango Wezimboni Nobuchwepheshe Bolwazi: Sekwenziwe ngempumelelo cishe amazinga abalulekile angu-200 e-AI e-China; kusheshiswa ukuhlelwa nokwakhiwa kwamanethiwekhi okuxhumana nawamandla ekhompyutha esizukulwane esisha, kuqiniswa ucwaningo lwezobuchwepheshe be-6G
Ihhovisi Lezindaba LoMkhandlu Wezwe libambe namuhla ingqungquthela yabezindaba enendikimba ethi “Ukuqala Nokuthatha Isinyathelo Kuhlelo Lweminyaka Emihlanu Lweshumi Nanhlanu”. Izikhulu ezifanele zoMnyango Wezimboni Nobuchwepheshe Bolwazi zichaze imizamo ephelele yokusebenzisa uHlelo Lweminyaka Emihlanu Lweshumi Nanhlanu nokusheshisa ukuthuthukiswa kwezimboni zesimanje. Kule ngqungquthela kwethulwe ukuthi e-China sekwekwenziwe ngempumelelo cishe amazinga abalulekile angu-200 obuhlakani bokwenziwa.
482Ukuhlola kwezindasitriIT ikhayaUcwaningo lwaseStanford: Abasanda kuqala imisebenzi abaneminyaka engu-22~25 bathinteka kakhulu yi-AI, imfundo ephakeme inganciphisa umthelela
ILabhorethri Yezomnotho Wedijithali yaseStanford ibuyekeze ucwaningo lwayo ngo-Agasti 12, isebenzisa idatha yamaholo evamile yabantu baseMelika abayizigidi eqoqwe umhlinzeki wezinsizakalo zamaholo i-ADP. Lolu cwaningo luveza izinguquko zangempela emakethe yezabasebenzi ngemva kokusabalala kwe-generative AI, futhi luxwayisa ngokuthi intsha esanda kuphothula noma esanda kungena emsebenzini ibhekene nomthelela oqondile kakhulu we-AI.
483Ukuhlola kwezindasitriIT ikhayaUTang Daosheng uphendula ngaphakathi ngokuthi i-AI yakwaTencent yephuzile: Ukuncintisana kwe-AI akuwona umjaho omfushane, ukubekezela isikhathi eside kubaluleke ngaphezu kokuqala kusenesikhathi
UTang Daosheng, iphini likamongameli omkhulu ophethe eTencent Group kanye ne-CEO yeCloud and Smart Industries Business Group, ushicilele indatshana ngobusuku buka-25 Agasti ephephabhukwini langaphakathi leTencent elithi 《知点》.
484Ukuhlola kwezindasitriIT ikhayaI-Stability AI iqede uxhaso lwezimali luka-$76 million lwe-Series B: I-EA nezinkampani ezintathu ezinkulu zokuzijabulisa ngomculo zibambe iqhaza
Le mali izosetshenziselwa ukuthuthukisa imikhiqizo yokukhiqiza ngobuciko, ukujulisa ucwaningo olusetshenziswayo nokwandisa ibhizinisi lezinsizakalo zochwepheshe.
485Ukuhlola kwezindasitriIT ikhayaI-OpenAI Iqalisa Kabusha Uhlelo Lomkhawulo Wamahora Amahlanu Kuma-akhawunti e-ChatGPT Plus, Ama-akhawunti e-Pro Awathinteki Okwamanje
I-OpenAI ibuyise ngokusemthethweni umkhawulo wokusebenzisa wamahora amahlanu kubasebenzisi be-ChatGPT Plus ejwayelekile, ngakho onjiniyela nabasebenzisi abasindayo kudingeka bahlele kabusha indlela abasebenzisa ngayo isevisi. Ngemva kokususwa komkhawulo maphakathi noJulayi, inkampani yayisetha kabusha izabelo zabasebenzisi ngaphambi kwesikhathi izikhathi eziningana ukugubha izigigaba zokukhula. Ukubuyiselwa komkhawulo kuhloswe ukusabalalisa umthwalo wokubala nokuvikela abasebenzisi abasha, kodwa ama-akhawunti e-Pro nawe-Edu awathinteki. #ChatGPT#
486Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIndaba enkulu kunazo zonke emlandweni webhizinisi: I-Anthropic ihlose i-IPO enkulu kunazo zonke emhlabeni, ithi imakethe engaba khona yemali engenayo ye-AI idlula ama-trillion angu-30 amadola
I-Wall Street Journal ishicilele umbhalo izolo (Agasti 25), ibika ukuthi ku-prospectus ye-IPO, i-Anthropic yethule kubatshalizimali isibikezelo semakethe engaba khona (TAM) esidlula ama-trillion angu-30 amadola ukuze isekele indaba yokulinganiswa kwayo ngama-trillion angu-2 amadola, okudlula isibikezelo se-SpaceX sama-trillion angu-28.5 amadola.
487Ukuhlola kwezindasitriIT ikhayaI-NVIDIA yethula ikhompuyutha yamarobhothi i-Jetson Orin Nano 2, enamandla aphindwe kabili noma ukonga amandla ngo-40%
Amandla ayo e-AI afinyelela ku-78 TOPS kwimodi ejwayelekile, ihlanganisa i-CPU enemiyalelo ye-Arm enama-core angu-8 kanye nememori engu-8GB, kanti nokusebenza kokucubungula amavidiyo kuthuthuke kakhulu.
488Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUSam Altman wakwa-OpenAI uyavuma ukuthi wayelinganisele phezulu ijubane lokusabalala kwe-AI: isithiyo esikhulu empeleni ukushintsha imikhuba yabasebenzisi
U-Altman ukholelwa ukuthi esinye sezithiyo ezinkulu empeleni sivela emikhubeni yabantu. Iningi labantu selijwayele kakhulu ubuchwepheshe nezindlela zokusebenza ezikhona, ngakho kunzima ukushintshela ngokushesha ezinkundleni ezakhelwe i-AI njenge-Codex. Ngisho noma amathuluzi amasha enamandla kakhulu, futhi izinkampani zichitha imali eningi ekukhangiseni, kunzima ukwenza abasebenzisi bashintshe ngokushesha imikhuba abayakhe eminyakeni eminingi.
489Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-WikiHow, i-encyclopedia enkulu kunazo zonke yomhlahlandlela wempilo emhlabeni, isola i-OpenAI ngokukhasa izindatshana zokufundisa ezingaphezu kuka-1.1万 ukuze iqeqeshe i-AI
Iwebhusayithi enkulu kunazo zonke emhlabeni yomhlahlandlela wokuhlanganyela othi “indlela yokwenza” (How-to). Inhloso yayo ukwakha umhlahlandlela wezinto zonke osebenziseka kakhulu futhi ophelele kunayo yonke emhlabeni, ukuze wonke umuntu akwazi ukufunda ukwenza noma yini.
490Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUzocela imali ngokuqondile noma ubambelele emsebenzini wenkampani? Inqubo yenhlolokhono yakwa-Anthropic iveziwe
U-Anthropic ubuza abazongenela umsebenzi umbuzo obukhali ngesikhathi senhlolokhono: uma umsebenzi wenkampani ungqubuzana nemali, ubungakhetha ini? Abafuna umsebenzi abaningi baveze ukuthi bake babuzwa umbuzo wokucabanga wokuthi “intengo yesabelo iye kuqanda”, kanti inkampani inenqubomgomo yeholo elinqunyiwe futhi ayivumi izingxoxo. Le nhlolokhono egxile esikweni ihlose ukukhetha abantu abahambisana nezimiso zenkampani, kanti abanye abafuna umsebenzi baze bachitha izinkulungwane zamadola beqasha abaqeqeshi abazimele. #UkuqashwaKweAnthropic#
491Ukuhlola kwezindasitriIT ikhayaIphula irekhodi loxhaso-mali oluzimele lwamarobhothi e-China: ibhizinisi lamarobhothi le-XPeng liqede uxhaso lokuqala olungaphezu kuka-9 billion USD, i-IRON ihlelelwe ukukhiqizwa ngobuningi ekupheleni konyaka
I-XPeng IRON ihlelelwe ukuqala ukukhiqizwa ngobuningi ekupheleni kuka-2026, iqale ukusetshenziswa ezimweni zebhizinisi ezitolo nasemapaki e-XPeng, bese yethulwa ngokusemthethweni futhi ilethwe ezimakethe zase-China naphesheya kwezilwandle ngo-2027.
492Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIKorea iphasise isichibiyelo soMthetho Wokuvikelwa Kwemininingwane Yomuntu, esivumela i-AI ukuthi isebenzise idatha yomuntu siqu
IKhomishana YaseNingizimu Korea Yokuvikelwa Kwemininingwane Yomuntu imemezele ukuthi iphalamende liphasise isichibiyelo somthetho, esivumela abathuthukisi be-AI ukuthi basebenzise idatha yomuntu siqu enqunyelwe ngemva kokubuyekezwa. Phambilini, imboni ibikhala ngokuthi umthetho uvimbela ukuthuthukiswa kobuchwepheshe be-AI.##Umthetho we-AI waseKorea#
493Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUmbono omusha we-Samsung: ukwenza i-HBM ingabi inkumbulo kuphela
Kwa-Hot Chips 2026, i-Samsung yethule umbono omusha wokudlulisela isilawuli senkumbulo sisuke kuprosesa siye ku-chip eyisisekelo ye-HBM, ngaleyo ndlela kukhululwe isikhala kuprosesa. Inkampani iphinde ithuthukise isixazululo se-aHBM ukuze i-HBM yenze eminye yemisebenzi yokubala ye-AI #三星HBM技术动态#
494Ukuhlola kwezindasitriIT ikhayaI-OpenAI iveza iphrofayela yabasebenzisi be-ChatGPT abayizigidi eziyizinkulungwane eziyi-1 emhlabeni: Ukusetshenziswa kwabasebenzisi abaneminyaka engu-35 nangaphezulu kuyanda
Inkampani i-OpenAI ikhiphe umbhalo webhulogi izolo (ngo-Agasti 6), ibika ukuthi abasebenzisi abangaphezu kwezigidi eziyizinkulungwane ezi-1 emhlabeni wonke basebenzisa i-ChatGPT, futhi indlela esetshenziswa ngayo iyashintsha isuka “ethuluzini lemibuzo nezimpendulo” iye “ethuluzini lemisebenzi”.
495Ukuhlola kwezindasitriIT ikhayaIngane eneminyaka engu-5 iba “nolaka futhi ithukuthele kalula” ngemva kokusebenzisa i-AI, abazali bathola ukuthi i-AI iyayivumelanisa nengane futhi iqambe okuqukethwe okunodlame olunegazi
Abanye abazali bathole ukuthi izingane zabo ziba nolaka futhi zithukuthele kalula ngemva kokuxoxa ne-AI isikhathi esithile. I-AI ingase ivumelane nengane, ikhulise ilukuluku layo ngezinto ezingajwayelekile, bese iqamba okuqukethwe okunodlame olunegazi. Ochwepheshe baxwayisa ngokuthi i-AI ingasetshenziswa kuphela njengethuluzi lokusiza ekunakekeleni izingane, futhi ayikwazi neze ukuthatha indawo yokuba khona kwabazali. #AIekunakekeleniizingane#
496Ukuhlola kwezindasitriIT ikhayaUkuvuza okukhulu kunakho konke kochungechunge lokuhlinzeka nge-AI ngo-2026: emizuzwini engu-40 kuthathwe idatha engu-195TB ezinkampanini zomhlaba ezingaba ngu-2500, kuhlanganise ne-Nvidia
Imithombo yezindaba yezobuchwepheshe i-Ars Technica ishicilele umbhalo namuhla (Agasti 13), ibika ukuthi esigamekweni sokufakwa kobuthi ku-LiteLLM, isango le-API esenzeka ngoMashi kulo nyaka, cishe izinkampani zomhlaba ezingu-2500 zathinteka phakathi kwefasitela lokuhlasela elithathe cishe imizuzu engu-40, kwavuza idatha yamaphasiwedi engaba ngu-195TB.
497Ukuhlola kwezindasitriIT ikhayaNgo-2030 ukusetshenziswa kukagesi kwamandla ekhompuyutha ezweni lonke kuzofinyelela kuma-kWh ayizigidi eziyizinkulungwane ezingu-800, kanti ugesi oluhlaza ongama-kWh ayizigidigidi ezingu-6 uzongena kakhulu kunethiwekhi
Ngokombiko we-CCTV Finance, okwamanje iqoqo lamakhadi ezinkulungwane eziyi-10 lisebenzisa okungenani ugesi ongu-200,000 kWh ngosuku. Ngokwezibalo, ngo-2030 ukusetshenziswa kukagesi kwamandla ekhompuyutha ezweni lonke kuzofinyelela kuma-kWh ayizigidi eziyizinkulungwane ezingu-800. Ikusasa lobuhlakani bokwenziwa aligcini nje ngokuncintisana “ekubaleni”, kodwa libuye libe umncintiswano “kagesi”.
498Ukuhlola kwezindasitriIT ikhayaUMongameli we-OpenAI uBrockman: Izinkampani kufanele zithathe lezi zinyathelo eziyi-10 ngokushesha ukuze zimelane nezinsongo ze-cybersecurity ze-AI
UBrockman uveze ukuthi amathuluzi e-AI maduze azokwazi ukuthola izikhala zokuphepha ngokuzimela, njengoba kwenzeka lapho imodeli ye-OpenAI igqekeza uhlelo lwe-Hugging Face. Ngesikhathi esifanayo, i-AI izokwenza ukulungisa lezi zinkinga kube “lula kakhulu”, ngaleyo ndlela isize izinkampani ukuvimba ukuhlaselwa.
499Ukuhlola kwezindasitriIT ikhayaI-Harvard University ne-Massachusetts Institute of Technology bakhe “abantu be-AI” abayizigidigidi ezingu-8.3, balingisa ukuziphatha kwabantu emhlabeni wonke
Iqembu eliholwa yi-Harvard University ne-Massachusetts Institute of Technology, elibandakanya i-OpenAI, i-Google DeepMind nezinye izinhlangano, lethule uhlelo lwe-MatrAIx. Lolu hlelo lungakha ama-agent e-AI ayizigidigidi ezingu-8.3 ukuze lilingise ukuziphatha kwabantu emhlabeni wonke. #IHarvardNeMITBakheAbantuBeAIAbayizigidigidiEziyi83#
500Ukuhlola kwezindasitriIT ikhayaI-CNCA: Izikhalazo eziphathelene nesevisi yamakhasimende ye-AI zande kakhulu muva nje
Umbiko wakamuva we-CNCA uveza ukuthi izikhalazo ngesevisi yamakhasimende ye-AI zande kakhulu, kanti ukufinyelela kusevisi yamakhasimende yabantu sekunzima, kuze kube abathengi bayichaza ngokuthi “idlala umacashelana”. Ezinye izinsiza ze-AI zenza nezithembiso ezingelona iqiniso, kodwa kamuva abahlinzeki benkonzo benqabe ukufeza izithembiso, bethi “izimpendulo ze-AI azinamandla omthetho”. #IzikhalazoNgesevisiYe-AI#
501Ukuhlola kwezindasitriIT ikhayaIMoore Threads ikhiphe “MTT S5000 Prefill-as-a-Service Technical White Paper”, ixazulula inkinga yezindleko zokucabanga ngomongo omude
IMoore Threads ikhiphe ngokusemthethweni “MTT S5000 Prefill-as-a-Service Technical White Paper”, yamemezela uhlobo olusha lwe-“Prefill As a Service” olwakhiwe ngekhadi lekhompyutha elihlakaniphile le-AI MTT S5000 elihlanganisa ukuqeqesha nokusebenzisa amamodeli. Lolu hlobo lubhekiswe ezimweni zokucabanga ngomongo omude ezifana nama-AI Agent, ukukhiqizwa kwekhodi nokuhlaziywa kwemibhalo emide kakhulu, lunikeza imboni indlela esebenzayo ehlanganisa ukusebenza kahle kokucabanga, ukulawulwa kwezindleko kanye nokwenza imali ngamandla ekhompyutha. #摩尔线程# #AI推理#
502Ukuhlola kwezindasitriIT ikhayaKubikwa ukuthi umcwaningi odumile we-AI uLuke Metz ushiye i-OpenAI wajoyina i-Meta Superintelligence Labs
Ngokusho kwabantu abanolwazi ngale ndaba, umcwaningi odumile we-AI uLuke Metz usejoyine i-Superintelligence Labs yakwa-Meta. Wake wasebenza phakathi kwe-OpenAI ne-Thinking Machines. Muva nje i-Meta iqashe ochwepheshe abaningi, okuhlanganisa nesivumelwano esibiza izigidigidi zama-dollar ne-Scale AI. Umncintiswano wethalente le-AI uya ngokuya ushuba. #UmncintiswanoWethalenteLe-AI#
503Ukuhlola kwezindasitriIT ikhayaImibiko ithi i-NVIDIA icabanga ukutshala “izigidigidi zama-dollar” ku-Perplexity AI
I-Perplexity AI ihlela ukuthola olunye uxhaso ngemva kokulinganiswa kwenani layo ngaphezu kwezigidigidi zama-dollar ezingama-30,000,000,000, okuyisibalo esikhuphuke ngaphezu kuka-60% uma siqhathaniswa nezigidigidi zama-dollar eziyi-18,000,000,000 zangoJulayi wonyaka odlule.
504Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaINorway icela ukuthi kuvinjelwe ukusetshenziswa kwezibuko ze-AI ezikoleni
Kubikwa ukuthi uhulumeni waseNorway okwamanje ubeka imingcele ekusetshenzisweni kwe-AI ezikoleni, futhi ufuna abafundi bebanga loku-1 kuya kwelesi-7 ngokomthetho ojwayelekile bangasebenzisi i-AI ekhiqizayo; esigabeni semfundo yamabanga aphakathi kufanele “kwethulwe kancane kancane nangokuqapha i-AI ekhiqizayo”.
505Ukuhlola kwezindasitriIT ikhayaIzikhulu ezindaweni ezahlukene eMelika zithola izinsongo zokubulawa nokudutshulwa ngenxa yamaphrojekthi ezikhungo zedatha ze-AI
Izikhulu ezindaweni ezahlukene eMelika zithole izinsongo zokubulawa ngenxa yokweseka ukwakhiwa kwezikhungo zedatha ze-AI, kanti ezinye izindawo zokuhlala zaze zadutshulwa. Njengamanje ohulumeni basekhaya abangaphezu kuka-500 sebethathe izinyathelo zokubeka imingcele, njengoba izakhamuzi zikhathazeka ngokusetshenziswa kukagesi, umthelela kwezemvelo nezinye izinkinga. Ukungqubuzana phakathi kwemiphakathi nentuthuko yezobuchwepheshe kuya ngokuya kuba kubi. #IzingoziZezikhungoZedathaZeAI#
506Ukuhlola kwezindasitriIT ikhayaIxhaswe yi-NVIDIA, inkampani yaseMelika esaqalayo i-Starcloud ithuthukisa amasathelayithi e-GPU ukuze yakhe isikhungo sedatha emkhathini
I-Starcloud ihlela ukwakha iqoqo lamasathelayithi angu-88,000 afakwe i-NVIDIA H100, linikeze amandla okubala asezingeni lama-20GW. Le nkampani isivele iphumelele ukusebenzisa imodeli ye-AI emzileni womhlaba, futhi ibambisene ne-NVIDIA ekuthuthukiseni imojuli ye-GPU yomkhathi ezinikele. #UkubalaEmkhathini# #AmandlaE-AI#
507Ukuhlola kwezindasitriIT ikhayaUmbusi waseTexas uGreg Abbott: Ukuphikiswa kwabantu kwezikhungo zedatha ze-AI kuwumphumela wezenzo zabo
Umbusi waseTexas uGreg Abbott uthe ukugxekwa okubukhali kwabantu baseMelika kwezikhungo zedatha ze-AI “kuyafaneleka”. Izakhamuzi ezindaweni eziningi e-United States zikhathazeke ngemvelo, amanani kagesi nomsindo, futhi zihlangene ukuphikisa ukwakhiwa kwezikhungo zedatha. Ucwaningo lweGallup lubonisa ukuthi amaphesenti angu-70 abantu baseMelika aphikisana nokwakhiwa kwezikhungo zedatha ze-AI ezindaweni ahlala kuzo. U-Abbott umise amaphrojekthi acishe abe ngu-1800 esifundazweni futhi wabeka imithetho emisha yokuvikela izintshisekelo zezakhamuzi. #ImpikiswanoNgezikhungoZedathaZeAI#
508Ukuhlola kwezindasitriIT ikhayaI-SpaceX ka-Elon Musk imemezela ukusebenzisana ne-NVIDIA ukuthuthukisa amasathelayithi ekhompyutha i-Starmind AI1, ihlose ukwethula ayizigidi ezingu-1
I-SpaceX ka-Elon Musk namuhla (5 kuNcwaba) imemezele ukusebenzisana ne-NVIDIA ukuze ihlole ukuthunyelwa kwamandla ekhompyutha e-AI ngaphandle koMhlaba, futhi ithuthukise ngokuhlanganyela isathelayithi yekhompyutha ebizwa nge-Starmind AI1.
509Ukuhlola kwezindasitriIT ikhayaImboni enkulu kunazo zonke ye-AI e-CIS iqala ukusebenza e-Armenia, umakhi i-Firebird uthola utshalomali oluvela ku-NVIDIA
I-Firebird ihlela ukusebenzisa umthamo wengqalasizinda ye-AI ongu-300MW e-Armenia ekupheleni kuka-2027, kanti umgomo wayo womhlaba wonke uwukwakha amandla okucubungula angu-2GW cishe eminyakeni emibili ezayo.
510Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-SpaceXAI yakhe “iqoqo elinamandla kunawo wonke emhlabeni lokuqeqesha i-AI”, u-Musk uthi lizokhula cishe ngokuphindwe ka-10 ngonyaka ozayo
Umthombo wezindaba zobuchwepheshe i-Tom's Hardware ushicilele izolo (ngo-Agasti 13) umbhalo webhulogi, uthi u-Elon Musk, umuntu ocebe kunabo bonke emhlabeni, walinganisela emhlanganweni wabasebenzi be-SpaceX ukuthi umthamo kagesi wesikhungo sedatha se-SpaceXAI (eyayibizwa nge-xAI) uzokhula cishe ngokuphindwe ka-7 ngaphambi kokuphela kuka-2027, ufinyelele ku-10GW.
511Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUmphenyi omkhulu wamaphoyisa wase-UK uyaphenywa ngokusebenzisa i-AI ekugcineni amarekhodi okuphenya
Iphoyisa elithintekayo lingumhloli omkhulu wezokuphenya ngobugebengu, okusolwa ukuthi lasebenzisa i-AI ekugcineni amarekhodi ezinqumo zecala. Ngesikhathi sophenyo, abaphenyi abaphezulu basebenzisa amarekhodi ezinqumo ukuchaza izizathu zesinyathelo ngasinye sophenyo. Uma icala selifinyelele enkantolo, abameli bezokuvikela bangase bavunyelwe ukuhlola la marekhodi ukuze babheke ukuthi izinqumo zophenyo bezinezinkinga yini.
512Ukuhlola kwezindasitriIT ikhayaKubikwa ukuthi owawina iNobel uHassabis wayehlose ukushiya inkampani engumzali kaGoogle i-Alphabet
UHassabis wayehlose ukushiya isikhundla sakhe ngesikhathi esifanayo noJeff Dean, kodwa i-Alphabet yayikholelwa ukuthi ukulahlekelwa ngabaholi ababili bebhizinisi lezobuhlakani bokwenziwa ngesikhathi esifushane kwakuzodala ukuwa kwentengo yamasheya. Ekugcineni, uHassabis wancengwa ukuba abe nguSihlalo weGoogle DeepMind.
513Ukuhlola kwezindasitriIT ikhayaINovo Nordisk isungula isikhungo sokusungula ngokubambisana ne-Amazon AWS ukuze isebenzise i-AI ukusheshisa ukwethulwa kwemithi
Lezi zinkampani ezimbili zakhe ubudlelwano bokusebenzisana obunamasu, zisebenzisa ubuhlakani bokwenziwa obuqhutshwa ngama-agent nobuchwepheshe bamafu ukusheshisa ukutholakala kwemithi nokwenza imisebenzi yeNovo Nordisk ibe yesimanje.
514Ukuhlola kwezindasitriIT ikhayaUmphathi wezokuxhumana wakwa-Doubao u-Liu Xing uphendula mayelana “nokudonswa kwekhomishini engu-12% ekuncomeni amahhotela”: Le nkulumo ayinembile, kukhokhwa kuphela imali yesevisi yesiteshi ngemva kokuphothulwa kwe-oda
Mayelana nenkulumo esabalele ethi “u-Doubao udonsa ikhomishini engu-12% lapho encoma amahhotela”, u-Liu Xing, umphathi wezokuxhumana wakwa-Doubao, uphendule ku-Weibo ngalobo busuku wathi: Le nkulumo ethi “u-Doubao uzoqala ukukhokhisa imali lapho encoma amahhotela” ayinembile. Ibhizinisi lezinsizakalo zempilo lakwa-Doubao okwamanje alinalo iphromoshini ekhokhelwayo, futhi u-Doubao akakhokhisi imali yokukhangisa lapho encoma amahhotela. Abathengisi abakwazi ukusebenzisa inkokhelo ukuze bathinte izincomo noma ukuhlelwa, kodwa bakhokha kuphela imali yesevisi yesiteshi ngemva kokuphothulwa kwe-oda.
515Ukuhlola kwezindasitriIT ikhayaUkubhekwa Kokusetshenziswa Kwe-AI Ezinkampanini ZaseMelika NgoJulayi: Imali Engenayo Ye-OpenAI GPT-5.6 Sol Idlula Eye-Anthropic Fable 5
Ukulandelela kuka-Ramp ukusetshenziswa kwe-AI ezinkampanini zaseMelika ezingaphezu kuka-70,000 kuthole ukuthi ngoJulayi, izindleko zamamodeli asezingeni eliphezulu e-Anthropic bezingu-75% kuphela zezindleko zemikhiqizo ehambisanayo ye-OpenAI. Nokho, izinga lokwamukelwa kwe-Anthropic ezinkampanini lisahola, kanti ukusetshenziswa kwe-AI ezinkampanini kukhula ngokushesha. #ImboniYe-AI#
516Ukuhlola kwezindasitriIT ikhayaKubikwa ukuthi i-Cursor, i-unicorn yokuhlela nge-AI, izoqanjwa kabusha ngemva kokuthengwa yi-SpaceX, bese igama layo lamanje liqedwa kancane kancane
Umthombo owazi lolu daba uveze ukuthi inkampani ye-Cursor yazise abasebenzi emhlanganweni wabo bonke ukuthi igama lomkhiqizo i-Cursor lingaqedwa kancane kancane ezinyangeni ezimbalwa ezizayo.
517Ukuhlola kwezindasitriIT ikhayaI-Chicago Mercantile Exchange ihlela ukwethula ikusasa lenkomba yamanani okuqashisa ama-GPU e-NVIDIA AI
Leli thuluzi elisha lezezimali linikeza amabhizinisi indlela entsha yokulawula izindleko zokusebenzisa ikhompuyutha nokunciphisa ukuguquguquka okukhulu kwamanani omthamo wokubala, ngaleyo ndlela lithuthukise ukubonakala kwemakethe yomthamo wokubala.
518Ukuhlola kwezindasitriIT ikhayaI-IBM ithole inkontileka ka-$240 million yokuhlinzeka i-Together AI ngamandla ekhompyutha e-HGX B300
Lokhu kusetshenziswa kuyisigcawu sokuqala esikhulu esakhelwe i-inference kuphela ku-IBM Cloud, sisebenzisa amasistimu e-NVIDIA HGX B300 nobuchwepheshe be-Spectrum-X Ethernet.
519Ukuhlola kwezindasitriIT ikhayaI-Anthropic, i-Macquarie ne-GIC bamemezela iphrojekthi ehlanganyelwe yesikhungo sedatha i-Theseus Infrastructure
I-Theseus Infrastructure izoba ikakhulukazi ngaphansi kobunikazi be-Macquarie ne-GIC, futhi izothuthukisa iphinde isebenzise ingqalasizinda ye-AI eyakhelwe izidingo ze-Anthropic. I-Anthropic izoba umqashi oyinhloko futhi ithwale ukukhuphuka okungenzeka kwamanani kagesi abathengi
520Ukuhlola kwezindasitriIT ikhayaU Yang Yuanqing: I-Lenovo yake yaba “iNkosi ye-PC” ngenxa yegalelo layo ekusabalaliseni ama-PC, futhi ukholelwa ukuthi umlando uzophindwa enkathini ye-AI
U-Yang Yuanqing uthe inkambiso ye-AI exubile isaqala, futhi idatha eningi yangasese ayikakahlolisiswa futhi isetshenziswe ngokugcwele, ngakho indawo yokukhula inkulu kakhulu. “Ngakho-ke akufanele nibheke kuphela ukuthi ubani onemodeli esebenza kahle; kufanele nibheke ukuthi ubani ozoba amandla amakhulu ekusabalaliseni nasekwenzeni i-AI ifinyeleleke kuwo wonke umuntu.”
521Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhaya“Obaba” kanye “nomama” bemboni bakhuluma bonke: uHinton, uLi Fei-Fei noWu En-DA bacela ukuthi i-AI ihlale ivulekile ngezinga elithile
Laba abathathu baxoxe ngalolu daba engqungqutheleni ye-Ai4 ebiseLas Vegas ngesonto eledlule. Nakuba izixazululo ezithile bezihlukene, bonke banikeze izizathu ezanele zokuthi i-AI isadinga ukuhlala ivulekile ngezinga elithile.
522Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIHuawei yethula uhlelo lozakwethu oluyisisekelo lwe-AIPL, ibambisane ekwakheni izixazululo zokufundisa nge-AI eziphindaphindekayo nezisetshenziswa ngezinga elikhulu
Abahlinzeki abaningi bezinsizakalo zobuchwepheshe bezemfundo kanye nozakwethu bezixazululo zezikhungo zemfundo abavela ezweni lonke bahlangane kulo mcimbi. Zonke izinhlangothi zifinyelele ekuvumelaneni ngokubambisana okujulile, futhi zamemezela kusengaphambili ukuthi imiphumela efanele ye-ecosystem izokwethulwa eNgqungqutheleni Yonyaka ye-Huawei Connect 2026 Global Launch ngoMandulo kulo nyaka.
523Ukuhlola kwezindasitriIT ikhayaI-AI idlala zonke izindima zabasebenzi: I-NEC isungula umnyango wezobuhlakani bokwenziwa nezisebenzi
Abasebenzi be-AI abakhiqizwa yilolu hlelo nabo kudingeka bathole ukuqeqeshwa kokuqala umsebenzi, bafunde izimiso zamanani e-NEC, inhloso yayo, umgomo wokuziphatha kanye nemithetho yangaphakathi.
524Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaAbaholi bezobuchwepheshe bathi i-AI izoletha isonto lokusebenza lezinsuku ezine, kodwa abasebenzi basasebenza amahora angu-90 ngesonto
Izinkampani ezinkulu ezifana ne-Google ne-OpenAI zithi ukusabalala kwe-AI kungenza kube nesonto lokusebenza lezinsuku ezine. Nokho, abasebenzi abaningi empeleni basebenza amahora angaphezu kuka-90 ngesonto. Ucwaningo lubonisa ukuthi isikhathi esilondolozwa yi-AI sigcwaliswa yimisebenzi emisha, okwenza isikhathi sokusebenza sibe side nakakhulu.
525Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUcwaningo olusha luveza ukuthi bangaphezu kuka-80% abazali nothisha bakholelwa ekutheni abafundi kufanele babe nolwazi oluqinile lwedatha enkathini ye-AI
Ucwaningo lwe-DS4E ne-Mathematica luveza ukuthi u-88% wabaphenduli bakholelwa ekutheni abafundi bezikole zamabanga aphezulu kufanele babe nolwazi lwedatha ngaphambi kokuphothula. Lolu cwaningo luphinde lwathola ukuthi abazali nothisha bakubheka njengokubaluleke kakhulu ikhono lokuxazulula izinkinga nokucabanga ngokuhlolisisa kunokuhlela izinhlelo. #ImfundoYeAI#
526Ukuhlola kwezindasitriIT ikhayaI-Anthropic ifaka uphawu lwamanzi kokuqukethwe okukhiqizwe yi-AI ngu-Claude, abasebenzisi baphikisana kakhulu
Ukuze ihambisane nezimfuneko zokungafihli ze-EU Artificial Intelligence Act, i-Anthropic ifaka uphawu lwamanzi lwe-AI olungabonakali emiphumeleni ka-Claude. Abanye abasebenzisi be-Reddit bazwakalise ukungeneliseki, kanti abaningi bayawusekela lo mthetho. #UphawuLwamanziLweClaudeAI#
527Ukuhlola kwezindasitriIT ikhayaIngase idlule i-SpaceX ibe yi-IPO enkulu kunazo zonke emhlabeni: Kubikwa ukuthi i-Anthropic ihlela ukufakwa emakethe ngo-Okthoba, ngenani elilinganiselwa ku-2 trillion USD
Iphephabhuku i-Fortune lishicilele izolo (ngo-Agasti 13) umbiko othi i-Anthropic ihlela ukufakwa emakethe ngo-Okthoba 2026 ngenani elilinganiselwa ku-2 trillion USD (inothi le-IT之家: cishe ama-yuan ayizigidi eziyizigidi ezingu-13.51 ngokwezinga lokushintshisana lamanje). Ubukhulu balo msebenzi buzodlula i-SpaceX, bube yi-IPO enkulu kunazo zonke emlandweni.
528Ukuhlola kwezindasitriIT ikhayaKusetshenziswe iqoqo lokuqala lasekhaya elikhulu le-AI elinamakhadi angu-100,000: amandla aphezulu wokubala ngomzuzwana alingana nokubala okuqhubekayo kwaso sonke isintu iminyaka engu-200
Ingqalasizinda kazwelonke yamandla okubala ithole enye intuthuko enkulu. Iqoqo lokuqala lasekhaya elikhulu lobuhlakani bokwenziwa elinamakhadi angu-100,000 seliqalile ukusebenza ngokusemthethweni. Amandla alo aphezulu okubala alingana nokubala okuqhubekayo kwaso sonke isintu iminyaka engu-200, futhi manje lisekela izinhlobo ezingaphezu kuka-300 zemisebenzi yokubala emikhakheni engu-26, okuhlanganisa izinto ezintsha kanye ne-AI. #AmandlaOkubalaAsekhaya# Ikusasa liyathembisa.
529Ukuhlola kwezindasitriIT ikhayaInkampani yaseKorea ye-ASIC i-FuriosaAI ithola i-oda lama-chip angu-7 000 esikhungweni sedatha saseSweden
Le phrojekthi iqale ukwakhiwa muva nje, inamandla kagesi esewonke angu-15MW, okuhlanganisa umthamo obalulekile we-IT ongu-10MW. Umthamo wokuqala wokucubungula ongu-2MW kulindeleke ukuthi uqale ukusebenza ekuqaleni kuka-2027.
530Ukuhlola kwezindasitriIT ikhayaI-JD.com yethula okokuqala izingxoxo ze-AI enqubweni yokuqasha abafundi, ivulela abafundi abathweswa iziqu ze-bachelor, master kanye ne-PhD ngo-2027 izicelo eziku-inthanethi
Ukuqasha kwalesi sikhathi kubhekiswe kubafundi abathweswa iziqu ze-bachelor, master kanye ne-PhD ngo-2027, kanti izikhundla zihlanganisa imikhakha eminingi. Inzuzo ye-JD.com kwikota yokuqala yonyaka ifinyelele ezingeni eliphakeme emlandweni. #UkuqashwaKwe-JD.com# #UkuqashwaNge-AI#
531Ukuhlola kwezindasitriIT ikhayaIBhange Lomhlaba: Amazwe asathuthuka kufanele amukele i-AI ngokushesha, kodwa awadingi ukuncintisana namazwe acebile ngezikhungo zedatha namamodeli amakhulu
IBhange Lomhlaba likholelwa ukuthi amazwe asathuthuka awadingi ukuncintisana namazwe acebile ngezikhungo ezinkulu zedatha namamodeli amakhulu olimi. Kunalokho, ukusabalalisa amathuluzi e-AI amancane, angabizi futhi aguqulelwe izidingo zendawo, kungase kuthuthukise kakhulu izinsizakalo zezempilo kanye nezinga lemfundo.
532Ukuhlola kwezindasitriIT ikhayaOgogo nomkhulu baseMelika bathanda ukufaka abazukulu ezincwadini zezingane ezenziwe nge-AI, okucasula kakhulu abazali
Ogogo nomkhulu babona ukwenza incwadi yezithombe nge-AI, lapho umzukulu eba umlingiswa oyinhloko, “kuyinto entsha futhi enhle”. Abazali bezingane bona bangase bangavumelani, ikakhulukazi ngoba bengafuni ukuthi izithombe nolwazi olukhomba ubunikazi bezingane lunikezwe izinkundla ze-AI.
533Ukuhlola kwezindasitriIT ikhayaUNdunankulu waseSingapore uWong mayelana ne-AI: Kuzosetshenziswa ubuchwepheshe obusha ukukhuphula ukukhiqiza nokudala amathuba emisebenzi asezingeni eliphezulu
UWong uthe: “Intuthuko entsha kwezobuchwepheshe idala amathuba ebesingeke siwacabange eminyakeni embalwa edlule, kodwa ngesikhathi esifanayo iletha nezinselele nemibuzo emisha. Lapho abanye beqhubekela phambili, asikwazi ukuhlala singanyakazi, kodwa futhi asikwazi ukwamukela bonke ubuchwepheshe obusha ngaphandle kokucabangisisa. ISingapore izokwamukela le ntuthuko ngokwezidingo zayo zangempela.”
534Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUZhang Chaoyang we-Sohu: Ukusebenzisana nabantu bangempela nokuqukethwe kwangempela yizinto i-AI engeke izithathe indawo yazo, i-AI yenza okuqukethwe kubonakale kungokwepulasitiki
UZhang Chaoyang uthe ukuthola ulwazi nokuxhumana nabantu bangempela kuyizinto ezimbili ezihlukene, futhi okwamanje i-AI ayikwazi ukuthatha indawo yokuxhumana kwabantu. Olwandle lolwazi, abantu badinga nakakhulu ukuphuma baxhumane. Esikhathini se-AI, indawo yokuxhumana kwangempela seyigugu kakhulu. (Jiemian News)
535Ukuhlola kwezindasitriIT ikhayaEngxenyeni yokuqala ka-2026, kwasungulwa amabhizinisi amasha angu-116,000 emkhakheni wamarobhothi anesimo somuntu eChina, okuwukukhula ngo-9.5% unyaka nonyaka
Kwethulwe amabhizinisi amasha angu-55,000 emkhakheni wobuhlakani bokwenziwa okhiqizayo, okuwukukhula ngo-28.0% unyaka nonyaka; kwasungulwa amabhizinisi amasha angu-116,000 emkhakheni wamarobhothi anesimo somuntu, okuwukukhula ngo-9.5% unyaka nonyaka, okusheshisa ukwakheka kwezindawo ezintsha zokukhula komnotho.
536Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaKubikwa ukuthi i-Amazon isebenzise uhlelo olwahlelwa eminyakeni engu-45 eyedlule ukuze yeqe ukuvota komphakathi futhi yakhe isikhungo sedatha se-AI; izakhamuzi zaseGilroy, eCalifornia, azijabule
Isikhungo sedatha esisha se-AI se-Amazon eGilroy, eCalifornia, sidale impikiswano. Izakhamuzi zendawo zithi bezingazi lutho ngale phrojekthi ngaphambi kokuqala komsebenzi, kwathi lapho zifaka isicelo sokuzwakalisa imibono yazo zatshelwa ukuthi isikhathi sokubuyekezwa komphakathi saphela ngo-2024. Kamuva kwavela ukuthi i-Amazon yasebenzisa uhlelo lokusetshenziswa komhlaba lwendawo olwahlelwa eminyakeni engu-45 eyedlule, yaphumelela ukweqa isinyathelo sokuvota komphakathi. #IsikhungoSedathaSeAmazon# Ucabangani?
537Ukuhlola kwezindasitriIT ikhayaIzithombe zezingilazi ze-Xunfei AI: zilula futhi zikhululekile, zinesitayela sebhizinisi esicwengekile
Lezi zingilazi ze-AI zenzelwe ukuba umsizi omkhulu we-AI, zigxile ezimweni zokuhumusha nasemsebenzini, zisekela amalensi abantu abangaboni kahle, zihlanganisa imibhobho eminingi futhi zisebenzisa ukunciphisa umsindo kwe-AI. Isisindo sazo singaba ngu-40g kuphela, ngakho zilula futhi zikhululekile uma zigqokwe.#讯飞AI眼镜#
538Ukuhlola kwezindasitriIT ikhayaIsikhulu Esiphezulu se-AI kwa-Meta u-Wang Tao: Ngokunikwa amandla yi-AI, izinkampani ezisafufusa azikaze zibe lula kangaka ukuphonsela izikhulu zemboni inselelo
Umsunguli we-Scale AI, manje osehola i-Meta Superintelligence Labs futhi enguSikhulu Esiphezulu se-AI, u-Alexandr Wang, ukholelwa ukuthi i-AI isinciphise kakhulu igebe lamandla phakathi kwezinkampani ezisafufusa namabhizinisi amakhulu, futhi akukaze kube lula kangaka ukuphonsela izikhulu zemboni inselelo.
539Ukuhlola kwezindasitriIT ikhayaI-NVIDIA ihlola ukwehlisa ukucushwa kwe-HBM ye-Rubin Ultra, kungenzeka kungagcini ku-12Hi HBM4E
Izindlela okungenzeka i-NVIDIA yehlise ngazo izinga zihlanganisa ukusuka ku-HBM4E kuye ku-HBM4, kanye nokusuka ku-12Hi HBM kuye ku-8Hi HBM, okungakhuphula inani lama-GPU agcine ethunyelwe.
540Ukuhlola kwezindasitriIT ikhayaUmphathi Omkhulu we-OpenAI u-Altman uphakamisa ukusebenzisa i-AI ukwenza iphodikasti yasekuseni yabazali nezingane, wagxekwa abasebenzisi be-inthanethi
USam Altman, uMphathi Omkhulu we-OpenAI, wabelane ngendlela yokusebenzisa i-ChatGPT ayibona “ipholile”: ukuxhumanisa amakhalenda omndeni, ukuze i-AI ifingqe izinto ezithandwa yizingane bese yenza iphodikasti. Kodwa lesi siphakamiso sivuse izingxoxo ezinkulu ku-inthanethi, abaningi bebuza ukuthi sizothatha yini indawo yokuxhumana kwangempela phakathi kwabazali nezingane, bethi “i-AI akufanele ibe yisithiyo phakathi kwabantu.” #IAnokukhulisaIzingane# Ucabangani?
541Ukuhlola kwezindasitriIT ikhayaKusukela ngo-2023, iziqhwaga zobuchwepheshe zaseMelika, okuhlanganisa i-Google, i-Amazon ne-Microsoft, sezichithe u-$1 trillion emkhakheni we-AI
Ngokombiko we-Financial Times, i-Google, i-Amazon, i-Microsoft ne-Meta sezitshale u-$1.1 trillion kungqalasizinda ye-AI, kodwa imbuyiselo incike ekutheni amalabhorethri afana ne-OpenAI angakwazi yini ukuqhubeka nokuthola uxhaso lwemali. I-Apple yona izibambe kakhulu, ibhekene nengcindezi yezindleko. Ingabe lolu dweshu lotshalomali luzoshintsha ukwakheka kwemboni? #AI投资热潮#
542Ukuhlola kwezindasitriIT ikhayaI-CEO ye-DoorDash uXu Xun: Ukubhala ikhodi nge-AI akukakukhulisi kakhulu ukukhiqiza konjiniyela
Umsunguli obambisene naye kanye ne-CEO ye-DoorDash, uXu Xun, uthi ukubhala ikhodi ngesimo kuyingxenye encane kuphela yohlelo oluphelele lobunjiniyela besoftware, ngakho akumele kuthathwe njengomsebenzi wobunjiniyela wonke.
543Ukuhlola kwezindasitriIT ikhayaImibiko ithi i-Nvidia ifuna ngokuphuthumayo abahlinzeki base-China beziteshi eziyisisekelo ze-AI, ibambisane “no-Zhongji Innolight olandelayo” ekuthuthukiseni iziteshi eziyisisekelo ze-6G
Umuntu obalulekile ochungechungeni lwezokuxhumana uveze ukuthi i-Nvidia isheshisa ukungena emakethe yabaqhubi bezokuxhumana, futhi ifuna e-China ozakwethu abakhiqiza iziteshi eziyisisekelo ukuze kuthuthukiswe iziteshi eziyisisekelo ze-6G ezihlangabezana nezidingo zezimakethe zaphesheya.
544Ukuhlola kwezindasitriIT ikhayaIsikhwama se-hedge sika-“AI genius waseWall Street” sibhidlika ngenxa yesikweletu esikhulu, sehla sisuka ku-$45 billion saya ku-$10 billion
Isikhwama se-hedge se-AI i-“Situational Awareness”, esasungulwa ngumcwaningi wangaphambili we-OpenAI uLeopold Aschenbrenner, sehle sisuka ku-$45 billion saya ku-$10 billion ngenxa yesikweletu esikhulu nokuwa okukhulu kwamasheya ezinkampani zama-semiconductor. Kubikwa ukuthi ubengenalo ulwazi lokuphatha izimali, futhi wake wasebenza kwa-FTX, okwavalwa. Uzoshada ngempelasonto nalowo ophethe ihhovisi lika-CEO we-Anthropic. #AIhot# Esinye isibonelo sokwehluleka sengezwe emazingeni e-AI.
545Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIsidingo se-AI sigcwalisa i-cloud computing, kuthiwa i-AWS icela onjiniyela bavale amaseva angasetshenziswa ukunciphisa ukumosheka kwezinsiza
Ngokombiko we-The Information, i-Amazon AWS icela onjiniyela bavale ama-EC2 instances angasetshenziswa ukuze kubhekwane nokushoda kwamandla okucubungula. Idatha ikhombisa ukuthi inani elikhulu lezinsiza ze-CPU liyamosheka, kanti isilinganiso sokusetshenziswa singaphansi kuka-20%. I-AWS isithuthukise i-Compute Optimizer ukuze imake ngokuzenzakalelayo izinsiza ezingasebenzi kahle. #cloud computing#
546Ukuhlola kwezindasitriIT ikhayaInkathi yosomabhizinisi abazimele abaqhutshwa yi-AI isifikile: Umuntu oyedwa angakwazi ukwakha inkampani engenisa u-$1 million ngonyaka
I-Wall Street Journal yashicilela umbiko ngoJulayi 29, yathi esikhathini se-AI akusaseyona into engenakwenzeka ukuthi umuntu oyedwa asekele inkampani yonke futhi ayenze ingenise ngaphezu kuka-$1 million ngonyaka. Imakethe seyamukela “inkathi yosomabhizinisi abazimele”.
547Ukuhlola kwezindasitriIT ikhayaKudalulwe izinkulumo zangaphakathi ze-CEO yakwa-Anthropic uDario, ekhathazekile ngokuthi abasebenzi basebenzela imali kuphela
Imibiko yabezindaba zakwamanye amazwe iveza ukuthi ochwepheshe be-AI bashintsha imisebenzi njalo, kanti imali iyona ndlela enkulu ebashukumisayo. U-CEO wakwa-Anthropic uDario Amodei ukhathazekile ngaphakathi enkampanini ngokuthi abasebenzi beza ngenxa yomholo kuphela, hhayi ngoba bekholelwa emsebenzini wenkampani. Kodwa ochwepheshe bakholelwa ukuthi abacwaningi be-AI abasezingeni eliphezulu baphinde babheke izinsiza zokwenza izibalo nenkululeko yocwaningo nentuthuko. #ImpiYokuncintisanaNgamathalenteE-AI#
548Ukuhlola kwezindasitriIT ikhayaU-Wang Xingxing uphendula ngokutshalwa kwezimali kwe-DeepSeek e-Unitree: kuzoba nokubambisana okugxile emikhakheni emithathu
Umthuthukisi we-DeepSeek, i-Hangzhou DeepSeek Artificial Intelligence Basic Technology Research Co., Ltd., naye ongomunye “wamadragoni amancane ayisithupha ase-Hangzhou”, uvele ohlwini lwabatshalizimali abanikezwe amasheya e-Unitree Technology ngokubekwa kwamasheya kwamasu. Wabelwe amasheya angu-933.39 amawaka, anenani elilinganiselwa ku-141 million yuan.
549Ukuhlola kwezindasitriIT ikhayaIDC: Usayizi wemakethe yamarobhothi e-exoskeleton e-China udlule ama-yuan ayizigidi eziyizinkulungwane ezingu-1.6 ngo-2025, kwathunyelwa cishe amayunithi angu-26,000
Phakathi kwazo, imakethe yokuvuselelwa kwezempilo isabambe inani elikhulu lem産ake, kanti imakethe yokusiza abathengi ibe negalelo elingaphezu kwamaphesenti angu-70 okuthunyelwa kwamayunithi. Izicelo zemboni ziyaqhubeka nokwandisa izikhala ezintsha zokukhula. Lezi zimakethe ezintathu ezincane ziqhuba ngokubambisana imboni yamarobhothi e-exoskeleton e-China ukuthi iguquke ngokushesha isuke ekusetshenzisweni kwezokwelapha kuphela iye emishinini yokuthuthukisa amakhono omzimba womuntu esetshenziswa ezimweni eziningi.
550Ukuhlola kwezindasitriIT ikhayaImithetho emisha ye-EU yokubonisa obala nge-AI iyaqala ukusebenza: Izinkampani kufanele zibhale ngokusobala okuqukethwe okukhiqizwe yi-AI, abephula umthetho bazohlawuliswa kanzima
Izimfuneko ezintsha zokubonisa obala ngaphansi koMthetho we-European Union Wobuhlakani Bokwenziwa (AI Act) ziqale ukusebenza ngomhlaka-2 kule nyanga. Izinkampani kufanele zazise abasebenzisi ukuthi bayasebenzisana yini ne-AI, futhi zibhale okuqukethwe okuguquliwe yi-AI okungama-deepfake. Abephula umthetho bangahlawuliswa imali efinyelela kuma-euro ayizigidi ezingu-15 noma u-3% wemali engenayo yonyaka emhlabeni wonke. Le mithetho isebenza ngokushesha ezinhlelweni ezintsha ze-AI, kanti izinhlelo ezikhona kufanele zihambisane nayo ngaphambi komhlaka-2 Disemba. #UmthethoWe-EUWe-AI#
551Ukuhlola kwezindasitriIT ikhayaUmhlaziyi: Izinkampani zezindiza zisebenzisa amanani aguquguqukayo e-AI, amathuba okuthola amathikithi ashibhile aya ngokuya encipha
Izinkampani zezindiza ezifana ne-Delta ne-Virgin zisheshisa ukusebenzisa ubuchwepheshe bokubeka amanani nge-AI, zihlaziya izinto eziningi ngesikhathi sangempela ukuze zilungise amanani amathikithi futhi zikhulise imali engenayo endizeni ngayinye. Lokhu kunganciphisa izihlalo ezishibhile emizileni edumile, kodwa amanani emizileni engadumile noma ngezikhathi ezingezona ezimatasa angase abe phansi. Akukacaci ukuthi ukubeka amanani nge-AI kuzuzisa abagibeli noma kubenze bakhokhe kakhulu.
552Ukuhlola kwezindasitriIT ikhayaUkwenza i-GPT-OSS-120B isebenze ngememori engu-32GB: I-Nextorage izokwethula ihadiwe yangaphandle yokusheshisa i-AI
Le divayisi isekela isixazululo sobuchwepheshe i-aiDAPTIV se-Phison, esikwazi ukwaba kabusha izinsiza phakathi kwe-DRAM yangaphakathi nemidiya yesitoreji se-NAND yangaphandle eqinile, ngaleyo ndlela kwandise imemori esebenzayo.
553Ukuhlola kwezindasitriIT ikhayaUMusk: Ngiyalele ithimba le-SpaceXAI ukuthi liskena izincwadi ngendlela engagcini ngokuzilimaza, esikhundleni sokusika umgogodla wazo ngokuqondile
Ngokombiko wangaphambilini wemithombo yezindaba ephenyayo i-404 Media, izinkampani zobuhlakani bokwenziwa zithenga ngobuningi izincwadi eziyivelakancane, zisebenzisa imishini yokuskena enesivinini esikhulu esika imigogodla yezincwadi ukuze zizifake kwidijithali, bese zigaya zibhubhise amakhophi ephepha.
554Ukuhlola kwezindasitriIT ikhayaI-TrendForce ibikezela: izindleko ezinkulu zabahlinzeki bezinsizakalo zamafu abayisishiyagalolunye emhlabeni zizokhula ngo-90% kulo nyaka
I-TrendForce iphinde yanyusa isibikezelo sayo sokukhula kwenani lamaseva e-AI azothunyelwa ngo-2026, sisuka ku-28% ebesibikezelwe ngaphambilini saya ku-31%.
555Ukuhlola kwezindasitriIT ikhayaUmphathi wakwa-HONOR u-Guan Haitao ukhuluma ngomugqa wokubulala we-“DeepSeek”: ukwenza kahle kakhulu izindleko nokusebenza kwethokheni ngayinye, okungenani kunokubaluleka okuphezulu emazingeni amathathu: ngaphakathi, phakathi nangaphandle
#Umphathi wakwa-HONOR ukhuluma ngomugqa wokubulala we-DeepSeek# Isikhulu Esiphezulu Sezokumaketha Emhlabeni Wonke sakwa-HONOR, u-Guan Haitao, sibhale mayelana no-#Umugqa wokubulala we-DeepSeek#, sathi lokhu “ukusebenza kweFerrari ngentengo yesithuthuthu sikagesi esincane”. Ingqikithi iwukwenza kahle kakhulu izindleko nokusebenza kwethokheni ngayinye, futhi sikholelwa ukuthi “okungenani kunokubaluleka okuphezulu emazingeni amathathu: ngaphakathi, phakathi nangaphandle”!
556Ukuhlola kwezindasitriIT ikhayaImibiko ithi inani le-DeepX, inkampani yaseNingizimu Korea eyingqwele kuma-chip, lenyuke ngokuphindwe ka-4 laya ku-3.14 trillion won yaseKorea
Ngokombiko we-Bloomberg, i-DeepX, inkampani yaseNingizimu Korea eyingqwele kuma-chip, iqede umzuliswano wokuxhaswa ngezimali we-Series D, yafinyelela enanini elingu-3.14 trillion won yaseKorea (cishe ama-yuan ayizigidi eziyizinkulungwane ezingu-14.868), futhi ihlela ukuqongelela enye i-300 billion won yaseKorea ngaphambi kukaSepthemba. Le nkampani kuthiwa igxile kuma-chip e-AI akhethekile amarobhothi, amadivayisi ahlakaniphile nezinye izindawo, kanti imakethe inethemba lokuthi umkhuba we-AI uzoqhubeka. ##InaniLe-DeepXLenyuka##
557Ukuhlola kwezindasitriIT ikhayaIsiphequluli i-ChatGPT Atlas sizoyeka ukusebenza ngo-Agasti 9, abasebenzisi kufanele bakhiphe idatha yamabhukhimakhi ngokushesha
Isiphequluli i-ChatGPT Atlas esiphethwe yi-OpenAI sizoyeka ukusebenza ngo-Agasti 9. Isikhulu seluleka abasebenzisi ukuthi bakhiphe kusenesikhathi amabhukhimakhi nomlando wokuphequlula bawagcine njengamafayela e-HTML, bese bewathuthela ku-Chrome noma kwezinye iziphequluli. Qaphela ukuthi idatha yama-Cookies ayikwazi ukukhishwa, ngakho abasebenzisi kuzodingeka bangene ngemvume futhi. #ChatGPTAtlasiyavalwa#
558Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaUcwaningo lukhombisa ukuthi izinkampani zaseJapane ezingaphezu kuka-80% azikayamukeli ngokuphelele i-AI
Cishe u-60% wabaphenduli uthe i-AI isetshenziswa kuphela eminyangweni ethile yezinkampani zabo noma ngezinye izindlela ezilinganiselwe. Abanye abangu-18% bathi abakakanqumi ukuthi bayayethula yini i-AI ezindaweni zokusebenza, kanti u-6% abakaze bacabange nokuyisebenzisa.
559Ukuhlola kwezindasitriIT ikhayaIsikhungo Sikazwelonke Sekhompyutha ye-AI saseNingizimu Korea siyaqala ukwakhiwa, sihlose ukuqedwa ngo-2028
Isikhungo Sikazwelonke Sekhompyutha ye-AI saseNingizimu Korea (KOACC) siqale ukwakhiwa namuhla eSifundazweni saseJeollanam-do, kanti kulindeleke ukuthi siqale ukusebenza ngo-2028. Utshalomali selulonke lufinyelela kuma-woni ayizigidi eziyizinkulungwane ezingu-2.5 (cishe ama-yuan ayizigidi eziyizinkulungwane ezingu-11.8). I-Samsung SDS ingumnikazi wamasheya omkhulu, kanti i-NAVER Cloud nabanye nabo batshale imali. Lesi sikhungo sizohlinzeka umhlaba wonke ngamandla ekhompuyutha e-AI asebenza kahle ngezindleko, siphinde sibe nendawo yocwaningo nentuthuko yokuqinisekisa ama-NPU enziwe eNingizimu Korea. #IsikhungoSekhompyuthaYe-AISaseNingizimuKorea#
560Ukuhlola kwezindasitriIT ikhayaUprofesa waseyunivesithi yaseMelika usebenzisa iqhinga elingajwayelekile ukubamba ukukopela nge-AI: ufaka imiyalelo efihlekile emaphepheni ezivivinyo, abafundi abangu-32 kwabangu-35 bayabanjwa
UJason · Gibson, uprofesa womlando e-Alcorn State University eMelika, uqhamuke neqhinga elingajwayelekile lokubamba ukukopela nge-AI: wafaka imiyalelo efihlekile ebhalwe ngombala omhlophe kudokhumenti yemibuzo ngeNguquko Yezimboni, eyayikhuluma “ngeMadagascar”. Emakhasini ezivivinyo angu-35, izimpendulo ezingu-32 zaveza okuqukethwe okungenangqondo okufana nokuthi “ibhayisikili elinsomi laseMadagascar lihlebela ophahleni”, kwadalula ukukopela khona lapho. #UkukopelaNge-AI# #UkulinganaKwezemfundo#
561Ukuhlola kwezindasitriIT ikhayaKuthiwa “akukho ukuthinta ngesandla kuyo yonke inqubo”: I-Haier Robotics ne-Xianglu Robotics basungula ubambiswano lwamasu, bacwaninga ndawonye irobhothi lasekhaya lokupheka nge-AI elizenzakalelayo ngokuphelele
Imiphumela yalokhu kubambisana izokwethulwa ngokusemthethweni e-Beijing WRC ngo-Agasti.
562Ukuhlola kwezindasitriIT ikhayaMediaTek: Isisheshisi sesibili se-AI ASIC kulindeleke ukuthi sikhiqizwe ngobuningi ngo-2028, intuthuko ye-Intel Foundry EMIB ihamba kahle
Ukuthuthukiswa kwe-448G SerDes IP ye-MediaTek kuhamba kahle. Le nkampani iyaqhubeka nokuthuthukisa izixazululo zesistimu yokuxhumana ngamehlo ye-CPO emsamo we-TSMC COUPE, futhi inikeza nenkundla ephelele yama-chip ethuthukile ye-3.5D.
563Ukuhlola kwezindasitriIT ikhayaIzwe lethu libambe umhlangano wokwazisa ngeNgqungquthela Yomhlaba Yobuhlakani Bokwenziwa ka-2026 eZinhlanganweni Ezihlangene: lizogcina umqondo wokuvuleka nokwabelana ukuze lihlele ukubusa komhlaba wonke
Ithimba elimele i-China ngokugcwele eZinhlanganweni Ezihlangene libambe umhlangano wokwazisa ngeNgqungquthela Yomhlaba Yobuhlakani Bokwenziwa ka-2026 ekomkhulu laseNew York. Inxusa u-Fu Cong lithe i-China izogcina umqondo wokuvuleka nokwabelana, ixoxisane nawo wonke amaqembu ngokubusa komhlaba wonke kobuhlakani bokwenziwa. Izikhulu zeZinhlangano Ezihlangene zincome kakhulu ukubaluleka kwengqungquthela, kanti amazwe angu-29 asevele asayine isivumelwano sokusungula iNhlangano Yokubambisana Yomhlaba Yobuhlakani Bokwenziwa. #IngqungquthelaYomhlabaYobuhlakaniBokwenziwa#
564Ukuhlola kwezindasitriIT ikhayaKuvulwe eShanghai kowamanqamu oMncintiswano Wokuqala Kazwelonke Wobuhlakani Bokwenziwa Wentsha, onezindlela ezi-5 zobuchwepheshe obuphambili
Lo mncintiswano owukuncintisana kazwelonke ogunyazwe uMnyango Wezemfundo, unezindlela ezi-5 zobuhlakani bokwenziwa obuphambili. Abangenele umncintiswano abangaphezu kuka-850 bangene kowamanqamu, kanti kuhlelwe nokuba abafundi bezindawo ezingathuthukile bavakashele futhi bafunde ngalo mcimbi, ngesikhathi kuhlolwa izindlela ezintsha zemfundo yobuhlakani bokwenziwa yentsha #UMncintiswanoKazwelonkeWobuhlakaniBokwenziwaWentsha#
565Ukuhlola kwezindasitriIT ikhayaUmbiko we-IDC: Imakethe yamarobhothi ezimboni anobuhlakani obugxilile e-China ifinyelele ku-¥5.74 billion ngo-2025, inqubo yokuhweba isheshiswa ngokuphelele
Idatha ye-IDC ikhombisa ukuthi imakethe yamarobhothi ezimboni anobuhlakani obugxilile e-China ngo-2025 ibingaba ngu-¥5.74 billion. Imakethe isingene esigabeni sokusheshisa ukuhweba, futhi eminyakeni emithathu kuya kwemihlanu ezayo izonwebekela ekusetshenzisweni ezingeni lezinqubo. Ake sibheke izitayela ezibalulekile zentuthuko#IndustrialEmbodiedIntelligenceRobots#
566Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaI-China Unicom: Isikali se-smart computing sifinyelele ku-45EFLOPS, ukutshalwa kwezimali okuhlobene ne-computing kulo nyaka kuzodlula ama-yuan ayizigidi eziyizinkulungwane ezingu-17.5
I-China Unicom ithe isiqinisekisile ukuthi izindleko eziphelele zokutshala imali zango-2026 zizoba ama-yuan ayizigidi eziyizinkulungwane ezingu-50, kanti ukutshalwa kwezimali okuhlobene ne-computing kuzodlula ama-yuan ayizigidi eziyizinkulungwane ezingu-17.5, okwenza u-35% wokutshalwa kwezimali okuphelele.
567Ukuhlola kwezindasitriIT ikhayaInani le-startup yama-chip e-AI i-Etched lenyuke kakhulu lafinyelela ku-$21 billion, kuthunyelwa amarack okuqala
UJane Street, ohole kulolu xhaso futhi oyikhasimende lama-chip, wanelisekile ngemiphumela yokuqala yokuhlolwa kwemikhiqizo ye-Etched.
568Ukuhlola kwezindasitriIT ikhayaEyokuqala emhlabeni! I-OpenRouter ithi i-DeepSeek-V4-Flash iqophe ukusetshenziswa okungaphezu kuka-7.22 trillion Token ngesonto eledlule
Ngokwezibalo zamasonto onke ze-OpenRouter, okuyinkundla enkulu kunazo zonke emhlabeni yokuhlanganisa i-AI, i-DeepSeek-V4-Flash ibe phambili emhlabeni ngokusetshenziswa okungu-7.22 trillion Token, kanti inani eliphakeme ngosuku olulodwa lidlule ku-8 trillion Token.
569Ukuhlola kwezindasitriIT ikhayaUcwaningo: Abantu abakwazi ukuhlukanisa kahle phakathi kwezindaba ezimfishane ezikhiqizwe yi-AI nezibhalwe ngabantu
Ucwaningo lwakamuva luqhathanise izindaba ezimfishane ezibhalwe yi-AI nezabantu, lwathola ukuthi abafundi babheka izindaba ezikhiqizwe yi-AI njengeziheha kakhulu. Okuthakazelisayo ukuthi lapho betshelwa ukuthi indaba ibhalwe umuntu, bayinika amaphuzu aphezulu kakhulu. Ucwaningo luphinde lwaqinisekisa ukuthi abantu abaningi bakuthola kunzima ukuhlukanisa phakathi kwemisebenzi ye-AI neyabantu. #UkubhalaNge-AI# Ucabanga ukuthi ungakwazi yini ukukuhlukanisa?
570Ukuhlola kwezindasitriIT ikhayaI-Anthropic inweba inzuzo engu-50% kwisabelo sokusetshenziswa samasonto onke se-Claude Code kuze kube ngu-Agasti 31
I-Anthropic imemezele ukuthi izokwelula inzuzo engu-50% kwisabelo sokusetshenziswa samasonto onke se-Claude Code, isuke osukwini obeluhlelelwe lona lwango-Agasti 19 iye ku-Agasti 31, futhi ihlola ukuthi lolu shintsho lungenziwa yini lube uhlelo lwesabelo esinqunyiwe.
571Ukuhlola kwezindasitriIT ikhayaUhhafu wentengo! Inkundla enkulu kunazo zonke emhlabeni yokuhlanganisa i-AI yehlisa izindleko zemodeli ye-AI enamandla kakhulu ye-OpenAI i-GPT-5.6 Sol
I-OpenRouter, inkundla enkulu kunazo zonke emhlabeni yokuhlanganisa i-AI, ithumele umbhalo ku-X izolo (ngomhlaka-17 kuNcwaba), imemezela ukuthi izindleko zokusebenzisa imodeli enamandla kakhulu ye-OpenAI i-GPT-5.6 Sol zehliswe zaba uhhafu.
572Ukuhlola kwezindasitriIT ikhayaI-CEO yakwa-Anthropic u-Amodei uhlale ekhuluma ngokubhujiswa komhlaba yi-AI, abatshalizimali sebekhathele
Ngokwezibikezelo ze-Polymarket, kungenzeka kakhulu ukuthi i-Anthropic yenze i-IPO ekupheleni kuka-Okthoba. Abanye ochwepheshe bamabhange okutshalwa kwezimali balindele nokuthi i-Anthropic ingaqoqa imali engaphezu kwezigidigidi ezingu-60 zama-dollar nge-IPO, okulingana cishe nezigidigidi ezingu-405.517 zama-yuan ngokwesilinganiso samanje sokushintshanisa imali.
573Ukuhlola kwezindasitriIT ikhayaI-NVIDIA ihola ukusungulwa kwenkundla yoxhaso lwengqalasizinda yekhompyutha yobuhlakani bokwenziwa ebiza ama-dollar ayizigidi eziyizinkulungwane ezingu-500
Le nkundla izoguqula ingqalasizinda yobuhlakani bokwenziwa yohlelo lwe-NVIDIA ibe isigaba sempahla esingatshalwa kuso imali yizimakethe zomhlaba, idalele amakhasimende e-NVIDIA izikhwama zezimali ezikhethekile ezinkulu ezinamazinga enzalo akhangayo.
574Ukuhlola kwezindasitriIT ikhayaUchungechunge lwezimboni seluqalile ukwakheka, i-China Academy of Information and Communications Technology ikhiphe ngokuhlanganyela umbiko wocwaningo ngenkundla yokuqeqesha ubuhlakani obugxilile
Umbiko uveza ukuthi uchungechunge lwezimboni lwezinkundla zokuqeqesha lunophawu olufana nonxantathu obheke phansi: ukuhlinzekwa kobuchwepheshe ezansi komfula kuyasebenza, kanti izicelo ezingenhla komfula zisalindele ukwandiswa. Izindleko zokwakha ziphezulu, kanti isikhathi sokubuyisa imali side. Ukuthengisa imikhiqizo yedatha kungumthombo omkhulu wemali okwamanje, kodwa kudingeka kuhlolwe izindlela zebhizinisi ezihlukahlukene. #UbuhlakaniObugxilile#
575Ukuhlola kwezindasitriIT ikhayaI-CEO ye-OpenAI u-Altman: Ukuthembela ngokweqile ku-AI kungaholela ekunciphiseni kwamakhono abantu okuqonda
U-Altman uveze ukuthi ukuthembela ngokweqile ku-AI kungaholela ekwehleni kancane kancane kwamakhono abantu okuqonda. Abacwaningi abaningi sebevele bekhiphe izexwayiso ezifanayo, kodwa yena usalokhu enombono omuhle ngekusasa le-AI. #UbuhlakaniBokwenziwa#
576Ukuhlola kwezindasitriIT ikhayaNgemuva komncintiswano we-AI, impilo yabasebenzi iba yizindleko ezintsha
Umncintiswano oshubile embonini ye-AI uqhutshelwa ngezindleko zempilo yabasebenzi. Abaphathi abaningana ababalulekile ezinkampanini ezifana ne-OpenAI ne-xAI baphoqeleke ukwesula noma ukuba ngabeluleki ngenxa yezinkinga zempilo ezidalwe yingcindezi yesikhathi eside. Indlela “yomsunguli” kanye nesigqi somsebenzi “oqinile” esidunyiswa kabanzi embonini sekudale ukuthi abantu bacabange kabusha, kodwa umncintiswano oqhutshwa yimakethe ebiza izigidigidi zamaRandi awukanciphisi ijubane. #InkingaYempiloYe-AI# #UkucabangaKabushaNgemboniYezobuchwepheshe#
577Ukuhlola kwezindasitriIT ikhayaI-CEO yakwaNvidia u-Huang Renxun: I-AI iqeda imisebenzi ethile, hhayi izikhundla zomsebenzi
Enkulumweni yakhe, u-Huang Renxun ugcizelele ukuthi kufanele kuhlukaniswe phakathi “kwemisebenzi ethile” kanye “nomsebenzi” uqobo. I-AI yenza ngokuzenzakalelayo eyokuqala, hhayi eyesibili. Esebenzisa abasebenzi benkonzo yamakhasimende, odokotela bezithombe zezokwelapha nonjiniyela bezinhlelo zokusebenza njengezibonelo, uveze ukuthi i-AI inyusa ukusebenza kahle futhi ingase idale amathuba emisebenzi amaningi. Lokhu kuhluke kakhulu ezibikezelweni ezidangele zokuthi i-AI izodala ukulahleka kwemisebenzi ngezinga elikhulu. #UmthelelaWeAIIkuqashweni#
578Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaU-Li Kaifu: Enkathini ye-AI, amandla abantu ase “buchopho obungakwesokudla”, futhi bangakwazi ukwenza izinto idatha engeke izibikezele
Ngomhla ka-7 Agasti, uLi Kaifu, isikhulu esiphezulu se-零一万物, waphendula umbuzo othi: “Njengoba i-AI iqhubeka ihlakanipha kakhulu kunabantu, yini abantu abangase bayenze?” (澎湃新闻)
579Ukuhlola kwezindasitriIT ikhayaU-Jensen Huang: I-OpenAI ithembise ukufaka amandla ekhompyutha e-NVIDIA angaba ngu-12GW ngaphambi kuka-2030
Izibopho zokufakwa kwezinhlelo ezikhona nezihleliwe ze-OpenAI zihlanganisa amandla ekhompyutha e-NVIDIA angaba ngu-12GW (ama-gigawatt); uma i-NVIDIA ikhulisa ukubambisana kwe-PORTS-Pike ngaphezu kwesigaba sokuqala esingu-4.25GW, inani lingakhula lifinyelele cishe ku-16GW.
580Ukuhlola kwezindasitriIT ikhayaAbantu ababethembele kakhulu ku-AI sebengabantu abayisola kakhulu, abantu baseMelika abangaphansi kweminyaka engu-30 besaba ukuthi intuthuko yezobuchwepheshe izodala igagasi lokulahleka kwemisebenzi
Kusukela i-Pew yaqala ukwenza lolu cwaningo ngo-2021, kungokokuqala ukuthi abantu baseMelika abangaphezu kwesigamu abangaphansi kweminyaka engu-30 bakhathazeke kakhulu nge-AI kunokuba babe nethemba ngayo. Iningi lamanye amaqembu eminyaka linombono ofanayo, kodwa ushintsho eqenjini elincane kunawo wonke lubonakala kakhulu: abantu ababekholelwa kakhulu emandleni okuthuthuka kwe-AI manje sebengelinye lamaqembu ayisola kakhulu i-AI.
581Ukuhlola kwezindasitriIT ikhayaIkhasi ngalinye linikezwa u-$6: Inkampani ye-AI i-Handshake AI ithenga imibhalo yomsebenzi ngentengo ephezulu
Inkampani eqeqesha i-AI i-Handshake AI inikeza u-$6 (cishe ama-yuan aseShayina angu-40) ngekhasi ngalinye ukuze ithenge imibhalo yobungcweti, kanti inkokhelo ephezulu ingafinyelela ku-$30,000. Kodwa abafake izicelo kumele bafakazele ubunikazi bemibhalo, futhi izindinganiso zokuhlolwa azicacile, okudale izingxabano mayelana nobumfihlo namalungelo obunikazi. Ochwepheshe baxwayisa ngokuthi imibhalo yomsebenzi ingase ibe ngeyomqashi, ngakho ukwabelana ngayo kudinga ukuqapha. #IdathaYokuqeqeshaI-AI#
582Ukuhlola kwezindasitriIT ikhayaInkonzo yamakhasimende ye-AI ihlale “iphendula okungahambisani nombuzo”, kanti ukuthola usizo lomuntu kunzima; izinga lokuqala lezwe elihlobene nalokhu lizolawula lokhu ngoSepthemba
Ukuze kulawulwe inqubo yokubambisana phakathi kwenkonzo yamakhasimende enikezwa abantu neyenziwa ngobuhlakani bokwenziwa, izinga lokuqala lezwe eligxile endleleni lezi zinsizakalo ezimbili ezisebenzisana ngayo, elithi 《Izidingo Zokubambisana Phakathi Kwenkonzo Yamakhasimende Yabantu Neyobuhlakani Bokwenziwa Ezinsizakalweni Zokuxhumana Namakhasimende》, lizoqala ukusebenza ngoSepthemba 1.
583Ukuhlola kwezindasitriIT ikhayaI-Amazon isifeze ngaphambi kwesikhathi isithembiso sokutshala imali engu-$50 billion ku-OpenAI, manje inesabelo esicishe sibe ngu-5%
Nakuba i-OpenAI ingazifezanga lezi zidingo ezimbili, zokungena emakethe yamasheya nokuthola impumelelo kwezobuchwepheshe, i-Amazon isakhethe ukutshala imali eyengeziwe engu-$35 billion ngaphambi kwesikhathi.
584Ukuhlola kwezindasitriIT ikhayaInkundla yokukhiqiza amavidiyo nge-AI i-Higgsfield iqoqe ama-dollar ayizigidi ezingu-400 kwa-Goldman Sachs, Intel nakwabanye, inani layo lafinyelela kuma-dollar ayizigidi eziyizinkulungwane ezingu-5.4
Inkundla yokukhiqiza amavidiyo nge-AI i-Higgsfield iqede uxhaso lwama-dollar ayizigidi ezingu-400, inani layo lafinyelela kuma-dollar ayizigidi eziyizinkulungwane ezingu-5.4, itshalwe yi-DST Global, Goldman Sachs nabanye. Imali engenayo yenkampani yonyaka ikhule yafinyelela kuma-dollar ayizigidi ezingu-700, amakhasimende ezinkampani asewumthombo omkhulu wemali engenayo. Njengamanje inabasebenzisi abangaphezu kwezigidi ezingu-30 futhi isheshisa ukwenziwa kwemali. #UkukhiqizwaKwamavidiyoNge-AI#
585Ukuhlola kwezindasitriIT ikhayaKuvele ukuthi i-DeepSeek ibiza abasebenzisi ngamagama eziteketiso ngasese, i-AI ithi imane “ibeka amathegi” esikhashana futhi ayiwakhumbuli
Umsebenzisi othile ubhale ezinkundleni zokuxhumana ngomhlaka-10 Agasti ethi i-DeepSeek ibiza abantu ngamagama eziteketiso ngasese kwimodi yokucabanga ngokujulile, njengokuthi “Mo Mo”, okwenze lesi sihloko saba sematheni. #DeepSeek会偷偷给人取外号# #DeepSeek回应给人偷偷起外号#
586Ukuhlola kwezindasitriIT ikhayaU-Anthropic uqoka uCuéllar njengesikhulu sokuqala sezindaba zomhlaba, ophethe izinqubomgomo ze-AI
U-Anthropic umemezele namuhla (Agasti 5) ukuthi uqoke uMariano-Florentino Cuéllar njengomholi wokuqala wenkampani wezindaba zomhlaba.
587Ukuhlola kwezindasitriIT ikhayaUmnqobi woMklomelo weTuring uSutton uyaxwayisa: Ukuthembela ngokweqile kudatha yokwenziwa embonini ye-AI kuyiphutha elikhulu
URich Sutton, umnqobi woMklomelo weTuring nobaba wokufunda ngokuqinisa, uxwayise ku-podcast ye-Sequoia Capital ukuthi ukuthembela ngokweqile kwemboni ye-AI kudatha yokwenziwa yokuqeqesha kuyiholela endleleni engalungile. Uthi umhlaba wangempela udlula noma yikuphi ukulingisa, futhi i-AI kufanele ifunde ngokuxhumana nemvelo. Inkampani yakhe entsha i-Oak Lab isebenzisa lo mbono, ihlose ukwakha ama-agent e-AI akwazi ukufunda kokuhlangenwe nakho kwawo. #InseleloYe-AI#
588Ukuhlola kwezindasitriIT ikhayaAmahemuhemu athi i-Google isithinte i-AMD, yandisa ozakwethu be-TPU v10
Ama-ASIC e-AI akhelwe ngaphakathi e-Google asesukile ku-chip eyodwa aba uchungechunge lwemikhiqizo, olunozakwethu abahlanganisa i-Broadcom, i-MediaTek nabanye.
589Ukuhlola kwezindasitriIT ikhayaUkhuphiswano lwamamodeli amakhulu e-AI phakathi kwe-China ne-US luyanda: Izinkampani zakwamanye amazwe ezifana ne-OpenAI zehlisa kakhulu amanani ukuze ziqhudelane ne-Kimi ne-DeepSeek
Ukuze ibhekane nokuncintisana kwamamodeli ase-China afana ne-Moonshot AI Kimi K3 ne-DeepSeek V4 Flash, i-OpenAI yehlise kakhulu intengo ye-ChatGPT 5.6 Luna ngo-80%, kanti imodeli esezingeni eliphakathi i-Terra nayo yehliswe ngo-20%. Nakuba ukwehliswa kwamanani kukhuthaza ukusetshenziswa, izindleko eziphezulu zamandla ekhompyutha nokulahlekelwa okuqhubekayo kwenza ikusasa lenzuzo libe nokungaqiniseki. #ImpiYamananiE-AI#
590Ukuhlola kwezindasitriIT ikhayaKudalulwe ukuthi izinkampani ze-AI zithenga ngobuningi izincwadi ezindala ukuze zithole izinto “ezihlanzekile” zokuqeqesha
Ukuze zigweme “okuqukethwe okungenamsebenzi okukhiqizwe yi-AI”, izinkampani eziningana ze-AI zithenga ngobuningi izincwadi ezisetshenzisiwe ngabalamuli, ukuze zisebenzise zona njengomthombo wedatha yokuqeqesha esezingeni eliphezulu. Kubikwa ukuthi ukuthengwa kwalezi zincwadi kusukela ezinkulungwaneni kuye ezigidini, kungakhethi sihloko futhi kunganaki intengo. Le ndlela yokuskena eyonakalisayo iyashesha, kodwa ingaholela ekunyamalaleni unomphela kwezincwadi eziyigugu, iphinde ivuse izimpikiswano zokuziphatha mayelana nokwenziwa kwezinsiza zolwazi zibe impahla yangasese. #IdathaYokuqeqeshaAI##ImaketheYezincwadiEzisetshenzisiwe#
591Ukuhlola kwezindasitriIT ikhayaI-US ihlela isikhungo sedatha esibiza ama-dollar ayizigidi eziyizinkulungwane ezingu-5,1 simisiwe, izakhamuzi zendawo ezinodlame zikhiphe i-guillotine ukukhombisa ukuphikisa
Umthombo wezindaba zobuchwepheshe i-Tom's Hardware ushicilele umbiko izolo (7 Agasti), uthi emhlanganweni womphakathi owawubanjelwe e-Salem, e-Oregon, e-US mayelana nesikhungo sedatha se-AI esihlongozwayo esibiza ama-dollar ayizigidi eziyinkulungwane ezingu-5,1 (inothi le-IT之家: cishe ama-yuan ayizigidi eziyizinkulungwane ezingu-34,474 ngokwezinga lokushintshisana lamanje), izakhamuzi zendawo ezinodlame zakhiphe i-guillotine ukukhombisa ukuphikisa.
592Ukuhlola kwezindasitriIT ikhayaUsolwazi oqondisa izifundo uthi umsunguli we-Moonshot AI uYang Zhilin wayenamathuba amaningi okuhlala eMelika, kodwa wenqaba ngokuqinile i-Apple wakhetha ukubuyela eChina ayosungula ibhizinisi
URuss Salakhutdinov, umqondisi kaYang Zhilin wezifundo zobudokotela eCarnegie Mellon University nomsunguli we-Moonshot AI, wabhala ngoJulayi kulo nyaka, eveza imininingwane ethile ngokubuyela kukaYang Zhilin eChina ayosungula ibhizinisi.
593Ukuhlola kwezindasitriIT ikhayaUmbiko uthi abantu baseMelika abangaphezu kuka-70% bayaphikisana nokwakhiwa kwezikhungo zedatha ze-AI, inani lezithibelo likhuphuke kakhulu lafinyelela ngaphezu kuka-500 ngoJulayi
Inkundla yezindaba zobuchwepheshe i-The Information ishicilele izolo (10 Agasti) umbiko webhulogi othi ukuphikiswa komphakathi waseMelika ekwakhiweni kwezikhungo zedatha ze-AI kuyaqhubeka nokuqina. Ucwaningo luthi abantu baseMelika abangaphezu kuka-70% bayaphikisana nezikhungo zedatha ze-AI.
594Ukuhlola kwezindasitriIT ikhayaU-Wang Puzhong ukhuluma ngoguquko lwe-AI kwa-Meituan: “umnyakazo wokufuya izimfanzi” wabasebenzi bonke wake wadla izigidi ngosuku, waphazamisa ukusebenza kwangempela
U-Wang Puzhong, oyi-CEO yebhizinisi eliyinhloko lendawo kwa-Meituan, uveze ukuthi uguquko lwe-AI kwa-Meituan lwadlula ezigabeni ezi-4. Isigaba sokuqala saba ngoFebhuwari kuya kuNdasa walo nyaka, lapho inkampani yaqala “umnyakazo wokufuya izimfanzi” wabasebenzi bonke. Kodwa umphumela waba ukukhuphuka kakhulu kwezikweletu, kusetshenziswa izigidi zama-yuan ngosuku, kanti amaphutha adalwa yilokhu kufuya izimfanzi aphazamisa ukusebenza kwangempela. #MeituanAI#
595Ukuhlola kwezindasitriIT ikhayaIGroq iqala kabusha: iguqukela ku-Neocloud, iqeda uxhaso lwezimali loMjikelezo A olungama-US$350 million ngenani elilinganiselwa ku-US$3.5 billion
IGroq imemezele ngomhlaka-12 kule nyanga ukuthi isinguzakwethu wefu we-NVIDIA. Le nkampani izohlinzeka abasebenzisi ngezinsizakalo zokuqeqesha nezokwenza iziphetho ezisekelwe kumaqoqo amakhulu naphakathi amakhulu okusheshisa ukubala e-NVIDIA.
596Ukuhlola kwezindasitriIT ikhayaUJia Yueting: I-Faraday Future ihlola uxhaso lwezimali oluzimele kanye nokufakwa emakethe yamasheya kwamarobhothi
UJia Yueting, umsunguli, umlingani, kanye nesikhulu esiphezulu semikhiqizo ne-ecosystem yabasebenzisi se-Faraday Future (FF), umemezele namuhla ukuthi amarobhothi e-FF angena esigabeni esisha sokukhula ngokushesha kwemali engenayo ngenxa yokwanda kokukhiqizwa, futhi inkampani ihlola uxhaso lwezimali oluzimele kanye nokufakwa emakethe yamasheya kwamarobhothi.
597Ukuhlola kwezindasitriIT ikhayaUmbiko uthi u-90% wabaphathi bakholelwa ukuthi i-AI ayikakhuphuli ukukhiqiza kwezinkampani, ezinye izinkampani zibuyisa abasebenzi abadiliziwe
Inkundla yezindaba zobuchwepheshe i-informationweek ishicilele izolo (11 Agasti) umbhalo webhulogi, ibika ukuthi njengoba umkhakha wezobuchwepheshe emhlabeni wonke ubhekene negagasi lokudilizwa kwabasebenzi elibangelwe umthelela we-AI, ezinye izinkampani seziqala ukubuyisa abasebenzi ezazibadilizile.
598Ukuhlola kwezindasitriOkwangaphandleOkwangempela kwesiShayinaIT ikhayaIBloomberg ithi umdondoshiya wezinkokhelo i-Stripe useqede ukuthenga inkampani esafufusa ye-AI i-OpenRouter ngemali engaphezu kwezigidigidi ezingu-7 zama-dollar
I-OpenRouter inikeza indawo eyodwa yokufinyelela kumamodeli amaningi e-AI, futhi abasebenzisi bayo emhlabeni wonke sebefinyelele ezigidini ezingu-8. Phambilini, inani lale nkampani emzuliswaneni wayo woxhaso we-Series B belilinganiselwa ezigidigidini ezingu-1,3 zama-dollar. Intengo yalokhu kuthengwa idlula lelo nani ngokuphindwe izikhathi ezingu-5, okuzokwenza kube okunye kokuthengwa okukhulu emkhakheni we-AI #IzindabaZokuthengwaKwe-AI#
599Ukuhlola kwezindasitriIT ikhayaIlungiselela ukufakwa ohlwini lwe-IPO: IBloomberg ithi imali engenayo yonyaka ye-OpenAI ingaphindeka kabili ngo-2026 ifinyelele ku-USD 40 billion
IBloomberg ikhiphe umbiko namuhla (Agasti 14), ithi ngaphambi kokuthi i-OpenAI yenze i-IPO (ukunikezwa kwamasheya okokuqala emphakathini), imali engenayo yayo yonyaka isidlule ku-USD 40 billion.
