Kubva pakaburitswa chigadzirwa cheOpenAI cheChatGPT chinoshamisa cheAI gore rapfuura, AI yakaramba ichibudirira, vatengesi vakuru vemuno nevekunze vachiwedzera mari yavo mumakwikwi ezvombo zvemasvomhu. Vagadziri vakuru vakati wandei vari kutenga machipisi nekugadzira nzvimbo dzedata dzeAI kuti vadzidzise mamodheru avo makuru. Maitiro ese, kubva pakugadzira machipisi kusvika pakudzidziswa kwemamodheru kusvika pakushandiswa kwekupedzisira kweAI, anoda simba rakawanda, saka tinotenda kuti simba ndiro richave ropa reAI mune ramangwana.
Tinogonawo kuona kubva mumashoko nezviito zveVatungamiriri veAI. Mari yakawanda yaSam Altman, muvambi weOpenAI, iri mukubatanidzwa kwenyukireya; Mukuru weTesla, Musk, akataura kuti musika uchachinja kubva "kushaikwa kwesilicon" kuenda "kushaikwa kwemagetsi" mumakore maviri, zvichigona kukanganisa kukura kweAI. Izvi zvinogona kukanganisa kukura kweAI.
Sekureva kwedata rekambani, TSMC inoshandisa magetsi anodarika mabhiriyoni makumi maviri ekWh pagore, uye Deloitte inofanotaura kuti panosvika gore ra2025, TSMC ichange iine 12.5% yesimba rese rinoshandiswa muTaiwan, China. Tichitora simba rinoshandiswa neGoogle re18.3 TWh muna 2021, apo AI yakaita 10% kusvika 15% yesimba rese rinoshandiswa neGoogle, mushure mekushandisa kutsvaga kweAI zvizere, simba rinoshandiswa neAI reGoogle rinogona kusvika pa27.4 TWh, iro rakaenzana nesimba rinoshandiswa muIreland kwegore rose.
Munyika, China iri kuona kudzikira kwehuwandu hwevanhu, izvo zviri kuisa dambudziko pahupfumi. Sisitimu yeChina yekupa zvinhu ine zvakawanda zvezvigadzirwa zvemhando yepamusoro uye kushomeka kwezvigadzirwa zvemhando yepamusoro. Saka zvishoma nezvishoma tangai nekugadzira zvinhu zvemhando yepamusoro, kugadzira zvinhu zvitsva, uye pfungwa yemuno neyepasi rose yekuchinja kaviri, kuitira kusimudzira cheni yemaindasitiri kumaindasitiri ane kukosha kwakanyanya; maindasitiri anoshandisa simba rakawanda uye kusvibiswa kwezvinhu kusvika pakuchinja kweindasitiri ine kabhoni shoma; uye, panguva imwe chete, kukurudzira mabhizinesi eChina kuti aende kugungwa, indasitiri yemidziyo yemagetsi ndeimwe yenzvimbo dzakakosha.
Makambani emagetsi eChina ane zvakanakira zvakajeka. Tekinoroji, indasitiri ye photovoltaic mu tekinoroji yesimbi yesilicon bhatiri inoshanda zvakanyanya, kugadzira ma module, nezvimwe zvinhu zvedanho repamusoro pasi rose, nepo indasitiri yekuchengetedza simba iri mu tekinoroji yemabhatiri, masisitimu ekugadzirisa simba, nezvimwe zvinhu zvakakosha; mutengo, kunyanya nekuda kwesimba rekukura, hunyanzvi hwetekinoroji, uye zvakanakira mutengo wevashandi. Izvi zvinobatsira makambani edu kupa mitengo inokwikwidzana uye kuwana mugove mukuru wemusika mumusika wepasi rose. Uyezve, cheni yakazara yemaindasitiri ibhenefiti huru kwatiri mukuenda kugungwa, sezvo ichibvumira mabhizinesi edu kuve nekutonga kwakanyanya pamusoro pekudzora mitengo, mhando yezvigadzirwa, uye kutenderera kwekutumira. China yave ichiramba iri mugadziri wesimba mukuru pasi rose, ichigadzira sisitimu yesimba rakasiyana-siyana uye rakachena. Mumakore achangopfuura, ma PV modules eChina aive anopfuura 75% yemusika wepasi rose, nepo masero aive anenge 80% uye ma silicon wafers aive angangoita 90%. Mushure memarasha, simba rezuva rakatsiva simba remvura senzvimbo yechipiri huru yemagetsi muChina.
Panyaya yekukwanisa kuisa mari, indasitiri dzezuva nedzekuchengetera simba dzakaderera zvikuru muna 2023, izvo zvaive zvakaderera kare. Zvinhu zviri mumusika wekunze kwenyika zviri kuramba zvichiderera, uye kudiwa kuri kuwedzera; panguva imwe chete, mutengo weindasitiri watosvika padanho rakaderera, kugona kwakawandisa kwemabhizinesi emuno kuri kuwedzera kusvika padanho repamusoro, uye kunetseka kwemusika nezvekuwanda kwesimba uye kudzikira kwepurofiti mune ramangwana kuchaderedzwa. Kubva pamaonero enguva dzose, indasitiri itsva yesimba iri kusvika padanho repasi muindasitiri; danho rinotevera rinotarisirwa kuunza nhanho yekuwedzera kwesimba muindasitiri, nekubatsira kwemakambani anotungamira kuunza purofiti yakawanda uye chivimbo mumusika mushure mekubudirira kwaDavis kaviri.
