Kuyambira pomwe OpenAI's ChatGPT's AI idasindikizidwa chaka chatha, AI yapitilizabe kukula, ndipo ogulitsa akuluakulu m'dziko muno komanso padziko lonse lapansi akuwonjezera ndalama zawo mu mpikisano wa zida zamasamu. Opanga akuluakulu angapo pakadali pano akugula ma chip ndikupanga malo osungira deta a AI kuti aphunzitse mitundu yawo yayikulu. Njira yonseyi, kuyambira kupanga ma chip mpaka kuphunzitsa ma model mpaka kugwiritsa ntchito komaliza kwa AI, imafuna mphamvu zambiri, motero tikukhulupirira kuti mphamvu zidzakhala moyo wa AI mtsogolo.
Tikhozanso kuona kuchokera ku mawu ndi zochita za ma CEO a AI. Ndalama yayikulu kwambiri yomwe woyambitsa OpenAI, Sam Altman, adayika pakupanga mgwirizano wa nyukiliya; CEO wa Tesla, Musk, adati msika udzasintha kuchoka pa "kusowa kwa silicon" kupita ku "kusowa kwa magetsi" m'zaka ziwiri, zomwe zitha kulepheretsa chitukuko cha AI. Izi zitha kulepheretsa chitukuko cha AI.
Malinga ndi deta ya kampaniyo, TSMC imagwiritsa ntchito magetsi opitilira 20 biliyoni kWh pachaka, ndipo Deloitte ikuneneratu kuti pofika chaka cha 2025, TSMC idzawerengera 12.5% ya mphamvu zonse zomwe zimagwiritsidwa ntchito ku Taiwan, China. Potengera mphamvu zomwe Google imagwiritsa ntchito pa 18.3 TWh mu 2021, pomwe AI idawerengera 10% mpaka 15% ya mphamvu zonse zomwe Google imagwiritsa ntchito, pambuyo poyambitsa kusaka kwathunthu kwa AI, mphamvu zomwe Google imagwiritsa ntchito pa AI zitha kufika pa 27.4 TWh, zomwe zikufanana ndi mphamvu zomwe zimagwiritsidwa ntchito ku Ireland chaka chonse.
M'dziko muno, China ikuwona kuchepa kwa phindu la anthu, zomwe zikuika pampanipani chuma. Dongosolo loperekera zakudya ku China lili ndi zinthu zambiri zotsika mtengo komanso kusowa kwa zinthu zapamwamba. Choncho pang'onopang'ono yambitsani kusintha kwa mbali yoperekera zakudya, kupanga zinthu zatsopano, ndi lingaliro la kuzungulira kawiri m'dziko muno komanso padziko lonse lapansi, kuti mulimbikitse unyolo wa mafakitale ku mafakitale owonjezera phindu; mafakitale ogwiritsa ntchito mphamvu zambiri komanso kuipitsa mpweya kupita ku mafakitale osagwiritsa ntchito mpweya wambiri; ndipo, nthawi yomweyo, kuti mulimbikitse mabizinesi aku China kuti apite kunyanja, makampani opanga zida zamagetsi ndi amodzi mwa malo ofunikira kwambiri.
Makampani a zida zamagetsi ku China ali ndi ubwino womveka bwino. Ukadaulo, makampani opanga ma photovoltaic muukadaulo wa batri ya silicon yolimba kwambiri, kupanga ma module, ndi zina mwazinthu zazikulu padziko lonse lapansi, pomwe makampani osungira mphamvu muukadaulo wa batri, machitidwe oyang'anira mphamvu, ndi zina mwazinthu zofunika kwambiri; mtengo, makamaka chifukwa cha kukula kwa mphamvu, luso laukadaulo, ndi ubwino wa ndalama zogwirira ntchito. Izi zimathandiza makampani athu kupereka mitengo yopikisana kwambiri ndikupeza gawo lalikulu pamsika wapadziko lonse lapansi. Kuphatikiza apo, unyolo wonse wa mafakitale ndi phindu lalikulu kwa ife popita kunyanja, chifukwa zimathandiza mabizinesi athu kukhala ndi ulamuliro waukulu pakuwongolera ndalama, mtundu wa zinthu, ndi nthawi yotumizira. China yakhala yopanga mphamvu yayikulu kwambiri padziko lonse lapansi, ndikupanga njira yoperekera mphamvu zosiyanasiyana komanso zoyera. M'zaka zaposachedwa, ma PV module aku China anali oposa 75% ya msika wapadziko lonse lapansi, pomwe ma cell anali pafupifupi 80% ndi ma silicon wafers pafupifupi 90%. Pambuyo pa malasha, mphamvu ya dzuwa yalowa m'malo mwa mphamvu yamadzi ngati gwero lachiwiri lalikulu lamagetsi ku China.
Ponena za kuthekera koyika ndalama, mafakitale osungira mphamvu ndi dzuwa anali ndi kuchepa kwakukulu mu 2023, komwe kunali kotsika kwambiri m'mbiri. Zinthu zomwe zili m'misika yakunja zikupitilizabe kuchepa kwa polymer, ndipo kufunikira kukuwonjezeka; nthawi yomweyo, mtengo wa unyolo wa mafakitale wafika kale pamlingo wotsika, mphamvu zambiri zamabizinesi am'nyumba zikuchulukirachulukira, ndipo nkhawa zamsika zokhudzana ndi kuchuluka kwa mphamvu ndi kuchepa kwa phindu mtsogolo zidzachepetsedwa. Kuchokera kumalingaliro ozungulira, makampani atsopano amagetsi akuyandikira pansi pamakampani; gawo lotsatira likuyembekezeka kuyambitsa kukwera kwa makampani, ndi maubwino ampikisano amakampani otsogola omwe amabweretsa kuchuluka kwa phindu ndi chidaliro pamsika pambuyo pa kugunda kawiri kwa Davis.
