Ai amasheya alungele ukukhula engxenyeni yesibili ka-2025
Umkhakha we-Artificial Intelligence (AI) ube yindawo egxile kubatshalizimali, abanezinkampani eziningi ezenza izinyathelo ezibalulekile ekuthuthukisweni kwe-AI. Njengoba sithuthuka ngo-2025, amasheya ambalwa we-AI abekwe ukuze athole ukukhula okukhulu. Lo mbhalo udlulela kubadlali abasemqoka embonini ye-AI, ehlola ukusebenza kwabo kwamanje, amathemba esikhathi esizayo, kanye nezici ezinikela ngempumelelo yazo ebezilindelekile.
# Ukubuka konke kwemakethe ye-AI ngo-2025
Imakethe ye-AI ibone ukukhula okuvezayo, okuqhutshwa yintuthuko ekufundeni komshini, ama-analytics wedatha, kanye nobuchwepheshe obuzenzakalelayo. Imali esetshenziswayo ye-Global AI kulindeleke ukuthi ikhuphuke isuka kuma- $ 235 billion ngo-2024 kuya ku- $ 630 billion ngo-2028, okukhombisa ukunwetshwa kwe-trajection eqinile. (_________)
Key Ai amasheya ongawabuka engxenyeni yesibili ka-2025
1. Amadivayisi amancane athuthukile (AMD)
I-AMD ibilokhu ikhuthaza kakhulu emkhakheni we-AI, ethuthukisa ezinye izindlela zokuncintisana kuma-processoron aphezulu e-NVIDIA. Le nkampani ibone irekhodi lesidingo sokwentelwa kwalo kwemizwelo ai gpus ne-Epyc CPUS. Ngokusho kuka-CEO Lisa Su, "Sikholwa ukuthi sithole iServer CPU Yabelana ngekota njengoba i-Enterprise iwina isheshisa," igqamisa ithonya elikhulayo lenkampani emakethe. (bytefeed.ai)
Ekota yesithathu, imali engenayo ye-AMD yanda ngo-18% unyaka odlula iminyaka engama- $ 6.8 billion, ngokunyuka kweminyaka engu-122% ngonyaka we-Data Center Center Center Chip. Naphezu kwesitoko sikaNvidia sikhuphuka ngo-168% ngonyaka owedlule, amasheya e-AMD anqabile ngo-17%, ethula ithuba labatshalizimali. Abahlaziyi basethe ilitshe lentengo le- $ 250 le-AMD, elimele i-Upseside ye-105% uma iqhathaniswa nentengo yamanje. (bytefeed.ai)
2. Nvidia Corporation
I-Nvidia ihlala iyibutho elivelele e-AI Hardware, eyaziwa kakhulu nge-GPU yayo enamandla ebalulekile ekuqeqeshweni nasekutholeni nasekutholeni. Le nkampani iye yabhekana nonyaka we-182% unyaka nosuku nokwenyuka ngo-173% ngonyaka owedlule. Abahlaziyi balindele ukuthi omunye unyaka onamandla weNvidia, eveza ukuzethemba kwemboni ebanzi esitaki esiphelele sobuchwepheshe. (tipranks.com)
3. Microsoft Corporation
I-Microsoft ihlanganise i-AI kulo lonke i-ecosystem yayo, kufaka phakathi i-azure, i-github Copilot, kanye namathuluzi okukhiqiza. Le nkampani ibike ukukhuphuka kwemali eyi-12% yemali engenayo ku- $ 69.6 billion kwikota yesibili ye-FISCAL 2025, ngemikhiqizo ye-AI efinyelela isilinganiso sokugijima sonyaka sokugijima kwama- $ 13 billion, up 175% kusukela ngonyaka owedlule. Abahlaziyi balindele ukuthi imali etholwayo yande nge-10% ezindaweni ezine ezilandelayo, ngokuhlanganyela ukuhweba ngezikhathi ezingama-33. (_________)
4. I-Taiwan semiconductor Procution Company (TSMC)
I-TSMC, i-sermry enkulu kakhulu ye-semiconductor emhlabeni, isiqalile ukululama kulandela ukukhishwa kwemiphumela yekota yekota ngenyanga edlule. Le nkampani ilindele imali evela ku-Accelerators ye-AI ukuba iphindwe kabili ngonyaka ka-2025, iqhutshwa ngesidingo sama-AI chip. Uhlu lwamakhasimende we-TSMC lubandakanya izinkampani ezinkulu njengeNvidia, AMD, ebanzi, ubuchwepheshe beMarvell, kanye ne-Intel. Le nkampani isethrekhi yokuphinda kabili umthamo wayo wokupakisha we-chip athuthukile kulo nyaka ukuze uhlangane nesidingo esihlobene ne-AI. (_________)
5. I-Soundhound AI
I-SoundHound AI iye yathola ukwehla kwenani lesitoko kepha kulindeleke ukuthi iphindaphindeke engxenyeni yesibili yonyaka. Le nkampani ilindele ukwanda okungu-162% onyakeni owodwa wemali engenayo engaphezu kwama- $ 30 million. I-SoundHound ibheke ukucindezela imvilophu eMakethe yezwi Ayi ngokwethula ama-ejenti we-AI anikwe amandla e-AI, afake izihlokwana ngokwawo ekuhambeni kwesikhathi. (fool.com)
# Izici ezithonya ukusebenza kwe-AI Stock
Kunezici eziningana zifaka isandla ekukhuleni okulindelekile kwamasheya e-AI engxenyeni yokugcina ka-2025:
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Intuthuko yezobuchwepheshe
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Imakethe Imfuno: Ukwanda ukwamukelwa kwe-AI kuyo yonke imboni ehlukahlukene edinga ukufunwa kwemikhiqizo nezinsizakalo ze-AI.
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Imvelo Yokulawula: Izinqubomgomo ezithandekayo kanye nemigomo zingadala indawo efanelekile yezinkampani ze-AI zokuchuma.
Isiphetho
Umkhakha we-AI uletha amathuba okutshala imali engxenyeni yesibili ka-2025. Izinkampani ezifana ne-AMD, Nvidia, Microsoft, TSMC, kanye ne-SoundHound AI zibekwe kahle ukuze zibe khona ngesidingo esikhulayo se-AI Solutions. Abatshalizimali kufanele bacabangele lezi zinto futhi benze ucwaningo olunzulu ngaphambi kokwenza izinqumo zokutshala imali.
