Mai i te whakaputanga o te hua AI whakamiharo a OpenAI, ChatGPT, i tērā tau, kua piki haere tonu te rongonui o te AI, me te whakanui ake i te haumi a ngā kaiwhakarato nui o te whare me te ao ki te whakataetae patu tātai. He maha ngā kaihanga nui kei te hoko maramara me te whakawhanake i ngā pokapū raraunga AI hei whakangungu i ā rātou tauira nunui. Ko te tukanga katoa, mai i te hanga maramara ki te whakangungu tauira ki te tono AI whakamutunga, e hiahia ana ki te nui o te mana, nō reira e whakapono ana mātou ko te pūngao te toto ora o te AI ā muri ake nei.
Ka kitea hoki i roto i ngā kōrero me ngā mahi a ngā Tumu Whakahaere o te AI. Ko te haumitanga whaiaro nui rawa atu a te kaiwhakaū o OpenAI, a Sam Altman, kei roto i te hanumi karihi; i kī te Tumu Whakahaere o Tesla, a Musk, ka huri te mākete mai i te "kore o te silicon" ki te "kore o te hiko" i roto i ngā tau e rua, ka ārai pea i te whanaketanga o te AI. Tērā pea ka ārai tēnei i te whanaketanga o te AI.
E ai ki ngā raraunga a te kamupene, neke atu i te 20 piriona kWh o te hiko e pau ana i te TSMC i ia tau, ā, e matapaetia ana e Deloitte i te tau 2025, ka eke te TSMC ki te 12.5% o te katoa o te pūngao e pau ana i Taiwan, Haina. Mēnā ka tangohia te paunga hiko a Google o te 18.3 TWh i te tau 2021, i te wā i pau ai te AI i te 10% ki te 15% o te katoa o te paunga hiko a Google, i muri i te whakatinanatanga katoa o te rapu AI, ka eke pea te paunga hiko AI a Google ki te 27.4 TWh, he rite ki te hiko e whakamahia ana i Airana mō te tau katoa.
I roto i te motu, kei te kite a Haina i te hekenga o te painga taupori, e pā ana ki te ōhanga. He nui ngā hua iti-mutunga kei roto i te pūnaha tuku a Haina, ā, he iti hoki ngā hua teitei-mutunga. Nō reira, ka āta whakatakotohia te whakahoutanga taha tuku, te hua kounga hou, me te ariā huringa rua ā-rohe me te ao, kia taea ai te whakatairanga i te mekameka ahumahi ki ngā ahumahi uara-tāpiri nui; ngā ahumahi kai nui me te parahanga ki te hekenga ahumahi waro-iti matomato; ā, i te wa ano, hei whakatenatena i ngā umanga a Haina ki te haere ki te moana, ko te ahumahi taputapu hiko tētahi o ngā kaupapa matua.
He mārama ngā painga o ngā kamupene taputapu hiko o Haina. Ko te hangarau, te ahumahi photovoltaic i roto i te hangarau pākahiko silicon crystalline teitei-pai, te hanga kōwae, me ētahi atu āhuatanga o te taumata ārahi o te ao, ko te umanga rokiroki pūngao i roto i te hangarau pākahiko, ngā pūnaha whakahaere pūngao, me ētahi atu āhuatanga o ngā putanga nui; te utu, ko te nuinga nā te pānga tauine, te auahatanga hangarau, me ngā painga utu mahi. Mā tēnei ka āwhina i ā mātou kamupene ki te tuku utu whakataetae ake me te whiwhi i te wāhi mākete nui ake i te mākete o te ao. Hei tāpiri, ko te mekameka ahumahi katoa he painga nui mō mātou i te haere ki te moana, nā te mea ka taea e ā mātou hinonga te whai mana nui ake ki te whakahaere utu, te kounga hua, me te huringa tuku. Kua piki haere a Haina hei kaihanga pūngao nui rawa atu o te ao, me te whakawhanake i tētahi pūnaha tuku pūngao kanorau me te ma. I ngā tau tata nei, neke atu i te 75% o te mākete o te ao ngā kōwae PV o Haina, ko ngā pūtau tata ki te 80% me ngā anga silicon tata ki te 90%. Whai muri i te waro, kua whakakapia te hiko o te rā e te hiko wai hei puna hiko tuarua nui o Haina.
Mō te pūmanawa haumi, i tino heke te uara o ngā umanga rokiroki hiko pūngao me te pūngao i te tau 2023, he iti rawa te uara i roto i ngā rā o mua. Kei te heke tonu te maha o ngā taonga o te mākete o tāwāhi, ā, kei te piki haere te tono; i taua wā anō, kua tae kē te utu o te mekameka ahumahi ki tōna taumata iti, kei te tere haere te whakakore i te kaha nui o ngā umanga ā-rohe, ā, ka whakaitihia ngā āwangawanga o te mākete mō te kaha nui me te hekenga o ngā hua ā-muri. Mai i te tirohanga huringa, kei te tata te umanga pūngao hou ki raro rawa o te umanga; e matapaetia ana ko te taahiraa e whai ake nei ka arahi i te pūwāhi hurihuri o te umanga, me ngā painga whakataetae o ngā kamupene matua ka arahi i te nui o ngā hua me te maia o te mākete whai muri i te pānga rua o Davis.
