🧨 Ngā Pakanga Whakapaunga Nui a te AI: Ka Hurihia e Google, Amazon, Meta te Ao Mamati ki te Hangarau
Nō reira, he tino rawe ngā tatauranga - he tino whakapōrearea. Kei te maka e Google te $85 piriona ki roto i tana puranga hanganga AI i tēnei tau, kei te $100 piriona te whiwhinga a Amazon (ehara i te hapa hapa), ā, kei roto a Meta i te $65-70B te kaute, kei runga i te tuhinga e whakapono ana koe. Ehara ēnei i te tahua whakapai ake noa iho - he pouaka pakanga marama tonu.
Engari koinei te wāhi e raru ai: kei te piki haere te whakapaunga pūngao. Kei te kōrero tātou mō ngā pokapū raraunga he rite te rahi ki ngā papa tākaro whutupaoro e tango ana i ngā gigawatts mai i ngā whatunga rohe. Kua whakapuakihia e ētahi o roto i a Meta te āwangawanga (mārire) mō te utu taiao - te whakamahinga wai, te putanga wera, me te katoa. Heoi anō, ko ngā kaipupuri moni? Kāore he whakaroa.
🎨 Ngā Toi me te AI: Ka nui haere ngā kereme ture i te mea ka whakamahia e Adobe te kāri "Raraunga Ma"
Kei te tunu haere ngā taumahatanga. Kei te tōia ngā kamupene AI ki te kooti e ngā kaitoi - OpenAI, Meta, Google - katoa e whakapaetia ana mō te whakakore i ngā mahi auaha me te kore tono. Mana pupuri, mana matatika, raihana… kei te tīmata te taha ture ki te piki haere.
Ā, kei reira anō a Adobe. Mā te mahi haumaru (he mōhio ake rānei?), kua whakangungua e rātou a Firefly mō ngā raraunga kei a rātou anake, kei a rātou te raihana, kei te tangohia rānei mai i te rohe tūmatanui. He tata whakakake. Kei te whakatairangahia hoki e rātou ēnei tohu pono o ngā ihirangi - ngā raraunga raraunga kua tohua ki te wā hei whakaatu, "Āe, nāku tēnei i hanga." Mēnā he nui te pānga o ngā kereme ture, kua tata te tutuki a Adobe i ngā whakaritenga.
💼 Ka Whakakorea e Microsoft te Pānga Hangarau Mōhiohio (AI) mō ngā Kāwai Mahi e 40
Kāore he mea huna: Kua tukuna e Microsoft tētahi rārangi mahi ka raru pea te mahi a te AI. Ngā kaituhi tārua? Kua ngaro. Ngā kaiwhakapāho? Ngā mihi nui. Ngā kaiawhina ture, ngā kaimahi raraunga, ngā māngai tautoko - he aha atu e whakawhirinaki ana ki te hanganga, ki te reo, ki te arorau rānei? Te āhua nei kei te tata te wā.
E wehewehea ana e te rangahau mā te mea e kiia nei ko "ngā kaute whaihua". Engari ko te wā? He ahua nanakia. I whakaputaina i muri tata mai i te whakakorenga o ngā kaimahi 15,000+. Ki tā ētahi he watea. Ki tā ētahi he wero whakatūpato. He mea whakamiharo, he pai ake te mahi a ngā mahi puru - ngā kaimahi paipa, ngā kaimahi hiko, tae atu ki ngā kaiako kura. Kāore tonu ngā mīhini e pai ki te mahi i ngā mea kāore e taea te matapae.
🛠️ "Kei te heke ngā raraunga o te toa werawera?" Tērā pea. Engari kei te whakawhirinaki tonu te AI ki ngā kaimahi iti te utu
Kei te rere haere tēnei pūrākau - he mea pēnei i te, "Kāore te AI e hiahia ana ki ngā raraunga tangata i ēnei rā." Kāore rawa. Ahakoa kei te whakawhirinaki ngā taiwhanga ki ngā huinga raraunga hangai me ngā tuhipoka arotake-a-toi, ko te mea pono? He nui tonu ngā mahi a te AI e mahi ana i ngā kaimahi utu iti i Kenya, Īnia, me ngā Philippines.
Ka whakarōpūhia e ēnei kaimahi ngā ihirangi kino, ka tāpirihia he tohu ki ngā whakaahua, ka tāpirihia he tohu mō te reo. He mahi puhoi, he mahi uaua ki te hinengaro. Āe, he tino iti tonu te utu. Ka tāpirihia e ngā kamupene he tohu "tikanga" ki runga i tēnei inaianei, engari i muri i te PR, kāore i nui te panoni. Ko te noho a Zhao ki te tūranga pūtaiao tuatahi i Meta tera pea e whakakorikori i tēnei wā roa, engari kāore anō kia mōhiotia.
🌐 Te Pakanga Tuwhera o Haina ki te "Ao ā-Iwi" o Amerika i te Paewhiri Ao
I tēnei kaupapa matatika ā-ao e rite ana ki te UN, i whakapuaki a Haina i tētahi kaupapa: Me tuwhera te AI, me tohatoha, me noho kore mana whakahaere a ngā kamupene o Amerika. Ko tā rātou tauira matua? DeepSeek - te tauira tuwhera-pūtake tino matatau o Haina tae noa ki tēnei wā. He tino māia te wairua: "Kei te hanga mātou i te AI mō te katoa," he momo kaha.
Engari... kei te mau tonu rātou ki ngā maramara o Amerika. Ko te ārai nui rawa atu a DeepSeek ko te taputapu, ā, ko te nuinga o aua taputapu ko Nvidia. Nō reira, i a rātou e whakatairanga ana i te haki "pūtake tuwhera mō te iwi", ka rere te pito o muri i runga i te hangarau kāore i a rātou te mana whakahaere. He taura uaua.
🔌 Kua hoki mai te tono a Nvidia mō ngā maramara 300,000 i Haina
Kua hoki mai tātou ki Chipland. I te kitenga o Nvidia kua wetekina ētahi here kaweake o Amerika, ka tukuna e rātou he ota whakamiharo - 300,000 ngā waeine H20 mai i TSMC. He whakaterenga AI e anga atu ana ki Haina ēnei, ehara i te H100 kāore anō kia taupokina, engari he kaha tonu.
I neke ngā mākete. I piki ake ngā hea o Nvidia. I wiri te Bitcoin i te $118K. I whakaarohia e Wall Street he tohu tēnei: Kāore a Haina e hoki whakamuri, ahakoa iti. Ahakoa te pakanga ā-rohe, kei te piki haere anō te hiahia mō te silicon tauine AI. Ko Nvidia te pūtake - i roto i te tikanga, i roto i te kupu whakarite, i roto i te ōhanga.