🤖 Kei te hangaia e SoftBank tētahi kamupene karetao e hanga ana i ngā pokapū raraunga, ā, kei te titiro kē ki tētahi IPO $100B ↗
E ai ki ngā pūrongo kei te hanga a SoftBank i a Roze AI, he kamupene karetao e arotahi ana ki te tere ake, ki te iti ake hoki o te utu mō te hanganga o ngā pokapū raraunga o Amerika.
Ko te mea nui ko ngā karetao. E hiahia ana te kamupene ki ngā mīhini motuhake hei āwhina i te hanga pāmu tūmau - ko te tikanga he hanganga AI hei hanga i ētahi atu hanganga AI. He porowhita, he nunui, ā, he tino SoftBank.
Āe, he nui te wawata e rangona ana: he IPO pea $100 piriona. Ehara i te mea he iti noa iho, engari he kararehe poihau rite tonu ki te rahi o te marama.
⚖️ Kāore ngā whenua o te EU me ngā kaihanga ture i tae ki tētahi whakaaetanga mō ngā ture AI whakangawaritia ↗
I rahua ngā kaiwhakawhitiwhiti kōrero o te EU ki te whakatutuki i tētahi whakaaetanga mō ngā ture ngawari ake o te AI whai muri i tētahi wāhanga whiriwhiringa roa rawa. Nō reira, kei te mau tonu te pukapuka ture AI uaua kē a te poraka - āe, he uaua rawa.
Ko te pakanga kei te pā ki te whakaiti i ngā whakaritenga mō ngā pūnaha AI nui, me te kore e whakaatu i te āhua koretake. E hiahia ana ngā pakihi kia iti ake te waku. Kāore ngā kaiwhakahaere ture e hiahia kia mau rātou i te pupuri i tētahi maru pepa i roto i tētahi awhiowhio.
E matapaetia ana ka haere tonu ngā kōrero, engari i tēnei wā, kei te huri haere te mīhini kaupapa here AI a te EU, ehara i te mea kei te rere.
☁️ E ai ki a Satya Nadella kua rite ia ki te "whakamahi" i te kirimana OpenAI hou ↗
I tino mārama te kōrero a Satya Nadella o Microsoft: kei te whakamahere te kamupene ki te whakapiki i te uara nui mai i tana urunga ki OpenAI.
Ko te mea nui ko te āheinga a Microsoft ki te tuku i te hangarau a OpenAI ki ngā kiritaki kapua, ā, i raro i te whakaaetanga, e ai ki ngā kōrero he whānui te urunga atu ki te tauira IP matatau a OpenAI tae noa ki te tau 2032. He ara roa tēnei.
E whakaatu ana hoki ko te whanaungatanga Microsoft-OpenAI tētahi o ngā tokorua mana tino rerekē i te ao hangarau - he aroha, he rautaki, ā, he maha tonu ngā rōia e mau ana i ngā hu utu nui.
💬 Tūtaki ki a Shapes, te taupānga e whakakotahi ana i te tangata me te AI ki ngā kōrerorero rōpū kotahi ↗
I puta mai ngā āhua i te huna me te $8 miriona i roto i te putea purapura me te whakaaro i ahu mai i te tau 2026: ngā kōrerorero rōpū e noho tahi ai ngā tāngata me ngā kiripuaki AI.
Whakaarohia ngā wāhi pāpori rite ki a Discord, engari kei roto i te rūma ngā tuakiri AI e noho ana, e uru mai ana, e kata ana, e takaro ana i ngā mahi, e hanga ana rānei i ngā mea katoa kia rerekē ake.
He ahua takaro. He tohu anō hoki tēnei i tētahi panonitanga nui ake: kei te neke ngā hoa mahi AI mai i ngā kōrerorero takitahi ki ngā wāhi pāpori, he mea whakaaweawe, he mea tutu rānei, i mua pea i te tina.
📉 Kua hinga ngā hea Meta i runga i ngā āwangawanga mō te whakapaunga AI me te tirotiro ture ↗
I whakapiki ake a Meta i tana matapae whakapaunga whakapaipai i te mea e ringihia tonu ana e ia te moni ki te AI, ā, kāore ngā kaipupuri moni i maka konifeti.
He tino māmā noa iho te āwangawanga: he nui te whakapaunga mō te AI, ā, he uaua tonu te ine i te hua. E tohe ana a Meta me whai haumitanga, engari kei te awangawanga ngā mākete mō te nui o te pire.
Kei te tirotirohia hoki te kamupene e ngā ture, ā, e kore ai te kaupapa hangarau mohio katoa e rite ki te whakarewatanga rōkete, engari ki te whakarewatanga rōkete me ngā kaitātari kaute.
🧾 He whakamātautau nui ngā hua o te hyperscaler mō te mākete hea o Amerika e whakahaerehia ana e te AI ↗
I huri ngā whiwhinga moni hangarau nui hei whakamātautau ahotea mō te hokohoko AI kua whakakaha i ngā hea o Amerika.
Ko te pātai kei raro iho i te katoa: kei te hurihia e ngā kamupene kapua nunui te hihiri o te AI hei moni whiwhi, kei te tahuna noa rānei te whakapaipai i roto i tētahi oumu pokapū raraunga tino huatau?
I tirotirohia e ngā kaipupuri moni a Alphabet, Microsoft, Meta, me ētahi atu hei whakaatu kei te pumau haere ngā whakapaunga hanganga AI. E hiahia ana te mākete ki te makutu - engari e hiahia ana hoki kia utua ngā nama.
Ngā Pātai Auau
He aha te mea e ngana ana te kamupene karetao Roze AI a SoftBank ki te hanga, e ai ki te pūrongo?
E ai ki ngā pūrongo, kei te hangaia e SoftBank a Roze AI, he kamupene karetao e arotahi ana ki te whakateretere i te hanganga o ngā pokapū raraunga o Amerika. Ko te whakaaro kia whakamahia ngā mīhini motuhake hei āwhina i te hanga pāmu tūmau kia pai ake te whai hua me te whakaiti i ngā utu hanga. He nui te wawata, me ngā pūrongo e tohu ana ki te whainga IPO $100 piriona pea, ahakoa kei te kiia tonu te kamupene me āna mahere kei te puta ake.
He aha te hiranga o te hanganga pokapū raraunga mō te puāwaitanga o ngā hanganga AI?
Ko ngā pokapū raraunga te pou tuarā o ngā pūnaha AI hou, ngā tūāpapa kapua, me te whakatinanatanga tauira matatau. I a ngā kamupene e whakataetae ana ki te whakawhānui i te kaha AI, kua noho ko te hanga pāmu tūmau kia tere ake, kia iti ake te utu hei kaupapa matua mō te pakihi. Koia te take he tino ātaahua te hanga āwhina karetao: ka taea e ia te āwhina ki te whakamama i tētahi o ngā arai utu nui rawa atu i roto i te puāwaitanga o ngā hanganga AI.
I pēhea rā ngā ture hangarau whakangawari a te EU mō te AI?
Kāore i taea e ngā whenua o te EU me ngā kaihanga ture te whakatutuki i tētahi whakaaetanga mō ngā ture AI ngāwari ake i muri i tētahi wāhanga roa o ngā whiriwhiringa. Ko te āhua nei ko te whakahē he mea nui ki te whakangawari i ngā whakaritenga mō ngā pūnaha AI nui me te kore e ngoikore te anga ture whānui. E hiahia ana ngā pakihi kia iti ake te taupatupatu, ko ngā kaiwhakahaere ia e ngana ana ki te karo i ngā ture e ahua ngoikore rawa ana, e kore rānei e whai hua.
He aha te tikanga o te kirimana OpenAI hou a Microsoft mō ngā kiritaki kapua?
E ai ki te tuhinga, ka taea e Microsoft te tuku i te hangarau a OpenAI ki ngā kiritaki kapua, ā, e ai ki ngā pūrongo he whānui te urunga atu ki ngā taonga hinengaro tauira matatau a OpenAI tae noa ki te tau 2032. Mā tēnā ka roa te ara mō Microsoft ki te hanga hua me ngā ratonga e whakamahia ana e OpenAI ki roto i tana pakihi kapua. Ka whakakaha anō hoki i te hiranga rautaki tonu o te whanaungatanga Microsoft-OpenAI.
He aha ngā take e manukanuka ai ngā kaipupuri moni mō ngā whakapaunga AI a Meta?
I whakapiki ake a Meta i tana matapae whakapaunga whakapaipai i a ia e haere tonu ana te haumi nui ki te AI. Te āhua nei kei te āwangawanga ngā kaipupuri moni kei te tino nui haere te whakapaunga, engari kei te uaua tonu te ine i te hua. E kī ana a Meta he mea tika te haumi, engari ko te whakakotahitanga o te pikinga o ngā utu hanganga me te tirotiro ture kei te āta tupato ake ngā mākete.
He aha te hononga o ngā whiwhinga moni hyperscaler ki te puāwaitanga o ngā hanganga AI?
Kei te tirohia ngā whiwhinga moni hyperscaler hei whakamātautau mēnā kei te huri te hihiri o te AI hei moni whiwhi. Kei te mātakitaki ngā kaipupuri moni i ngā kamupene pēnei i a Alphabet, Microsoft, Meta, me ētahi atu kia kite ai mēnā kei te whakaputa hua pakihi pumau te whakapaunga nui o ngā hanganga AI. Ko te pātai matua ko te mea kei te hanga tono whai hua ngā kamupene kapua nunui, kei te whakapau kaha rānei i mua i te taunakitanga.