🏛️ Te Pukapuka Tākaro AI o Amerika: Ngā Nekehanga Māia, Ngā Tapa Kōpiko
Nō reira, i te ahiahi o te Taite, ka whakarērea mārire e te whakahaerenga a Trump tana pukapuka "Te Wikitōria i te Reihi: Te Mahere Mahi AI a Amerika" i roa e tatarihia ana. He pukapuka e 28 whārangi te roa, he pono - kī tonu i te wawata, he māmā noa iho te tūpato. E iwa tekau pea ngā kaupapa mahi ā-motu. He kaha nui.
Ko te kaupapa matua? E toru ngā whāinga whānui:
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Whakateretere i te auahatanga (ina koa ko te ope taua me te arumoni),
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Ringihia te raima ki raro i te hanganga AI o Amerika, ā
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Kia toa i te pakanga mana o te ao i roto i te AI - me te mea nei, me te tino kaha.
Engari koinei te wāhi ka tino werawera:
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Me whakakore e ngā tari te "whakaaro whakaaro" i te AI. Nā te kupu i puta ai ngā tukemata - he aha te whakaaro, ā, ko wai te kaiwhakatau?
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He rarangi kei reira mō te tango i te pūtea ā-motu mai i ngā kawanatanga e "whakahaere nui rawa ana." Ehara tēnā i te akiaki; he patupaiarehe.
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Ā, ngā mana kaweake? Kua whakawhāitihia. He rorohiko, he maramara rānei e haere ana ki ētahi whenua - kāore.
I tautoko ētahi i te māia. Ko ētahi i kī he rite tonu ki te Manifest Destiny hangarau, kaua ki te kaupapa here. Mā te wā e whakaatu.
📈 Ngā Hea AI: Ki Runga, Ki Raro, me te taha taha
I te Paraire, i tino harikoa ngā mākete... engari i te nuinga o te wā i tino harikoa. Nā te hangarau anō i kawe ngā mea. Ko te AI tonu te kau koura - i tēnei wā tonu.
a Broadcom (AVGO) ki ngā taumata teitei hou. He take nui? Kei te rere atu ā rātou maramara AI ASIC mai i ngā whata (he kupu whakarite - ka tukuna ēnei ki ngā whata hyperscaler). I taua wā, a Nvidia, Supermicro, me ētahi atu.
Engari ehara i te mea pai mō te katoa. a Intel - neke atu i te 7% - whai muri i te ngoikore o te arataki whakamua. Kāore ngā kaipupuri moni i te tino whakapono ka eke rātou ki a AMD, ki a Nvidia rānei i roto i te whakataetae maramara AI.
Kātahi anō ka tae mai a C3.ai.Āe. Tata ki te 11% kua ngaro i roto i te rā kotahi. Kei te heke iho a Tom Siebel, te Tumu Whakarae - he take hauora. Nō hea te wā? He uaua. Kei te rapu ētahi kaitātari i ngā kōrero mō te hoko. Me te mea kei te whakakorea te papa tākaro.
🏢 Microsoft: Te Whakatō Hōhonu, Te Tūmanako Nui
Kua tapahia anō e Microsoft ngā mahi - 9,000 atu i te marama o Hūrae, whai muri i te ~6,000 anō i te tīmatanga o te raumati. I whakaae te Tumu Whakahaere Matua, a Satya Nadella, i roto i tētahi tuhinga ā-roto, he tino hoha te tukanga nei ki ngā kare ā-roto. Ā, i te aroaro o te marea? Kei te kī ia he "pōrearea", tae noa ki te whakamahi i ngā huringa o mua o te umanga hei whakatakoto i ngā tumanakohanga.
I muri i ngā whakakorenga mahi: he hurihanga katoa ki te AI. Kei te kōrero tātou mō ngā tauira taketake, ngā mahi katoa a te Copilot, me ngā PC atamai e kīia ana he nui ake ā rātou mahi i tā rātou e mahi nei (i tēnei wā). Ko ngā kaupapa matua o te kamupene ki te whakarerekē, ā, kāore te katoa i karangatia ki te upoko e whai ake nei.
He hui ā-rohe me te karanga mō ngā whiwhinga moni i te 30 o Hūrae. Tērā pea he... mea whakamere.
🌏 Te Whakahē a Haina i te AI: Kua Whakaaetia, Kāore i Whakaroahia
I Shanghai, kei te haere tonu te auahatanga AI - ahakoa he whiu, kāore rānei. I whakaatuhia e ngā kamupene hangarau ā-rohe ngā LLM, ngā karetao, me ngā maramara i hangaia i te kāinga i hangaia hei whakakapi i ngā taputapu o te Hauāuru kua aukatia. Ko te karere: "Mā mātou anō e hanga."
Kātahi anō, i taua wiki anō, ka whakatūria e te pirimia o Haina tētahi rōpū AI hou o te ao. Ko te whāinga? Kia wetekina te mana o te US ki ngā paerewa AI o te ao, kia tukuna atu ai tētahi mea nui ake... he mahi tahi, he mahi pokapū rānei.
E kiia ana e te Hauāuru he wehewehenga. E kiia ana e Beijing he taurite.
🧠 Ngā Whakaaro a ngā Tohunga: "Kei hea ngā Parepare?"
I mihi a Usama Fayyad, he tohunga AI me te ahorangi o te Tai Rāwhiti, ki te wawata whānui o te mahere a te US - engari i whakatūpato ia kāore e aro ki ngā taipitopito nui: ngā tikanga matatika, te whakangungu anō i ngā kaimahi, te mahi tahi a ngā tari. Kāore hoki he kōrero mō te hauora, te mātauranga, ngā hapori kua tahaetia rānei.
He rite tonu ngā āwangawanga i puta mai i ngā whare wānanga maha: He mea whakamiharo te tere. Ko te kāwanatanga? He mea whiriwhiri tonu.