- Ukuguqula izimboni zezimoto zikagesi zibe izinhlelo zokugcina amandla (i-ESS) zibe yi-AI enamandla.
- Ukubaluleka kwamasu kokuhlanganiswa okuqondile ukuze kugwenywe izithiyo zamandla futhi kuncike kancane kugridi kagesi.
- Ukuntuleka kwezinsiza emhlabeni wonke kanye nokuthunyelwa okukhulu kwengqalasizinda e-United States, eJapane nase-Asia.
Ukuthanda ubuhlakani bokwenziwa akugcini nje ngokukhuphula isidingo sama-chip, kodwa futhi kudonsele ukunaka esicini esivame ukunganakwa: amandla. Ukuze amamodeli e-AI akhiqizayo asebenze ngaphandle kokuphazamiseka, kudingeka ingqalasizinda kagesi enkulu engamelana nokwenyuka kokusetshenziswa okunonya ngaphandle kokuphazamiseka.
Lesi simo sibangele ushintsho oluphelele embonini. Sibona ukuthi imikhakha ebigxile kakhulu ezimotweni zikagesi manje isiqaphela kanjani ukuthi ukugcinwa kwamandla kwezikhungo zedatha yikona okuzalela amaqanda egolide njengamanje, okuqhuba ushintsho olungakaze lubonwe kwezimboni emhlabeni jikelele.
Ukuguqulwa komkhakha wezimoto e-United States
Emakethe yase-US, imboni yezimoto zikagesi yehle kakhulu. Lokhu kuphoqe abakhiqizi abaningi ukuthi bashintshe amamodeli abo ebhizinisi ukuze bagweme ukuwohloka. Ngokusho kwedatha evela ku-Financial Times kanye ne-CRU yokubonisana, okungenani izimboni eziyishumi ezakha amabhethri ezimoto ekuqaleni ziqondisa imizamo yazo ezinhlelweni zokugcina amandla (ESS).
Ubukhulu balolu shintsho buyamangaza: amandla okukhiqiza amabhethri ezimoto zikagesi eziyizigidi ezimbili akhanseliwe . Izinkampani ezinkulu ezifana neFord eKentucky, noma iStellantis kanye neSamsung SDI e-Indiana, sezivele zishintsha imigqa yazo yokuhlanganisa, ziphenduka izimboni zamabhethri ahlakaniphile emikhakheni emisha. Ngisho neGeneral Motors ihlola ukuthi kungenzeka yini ukukhiqiza amabhethri ayo okugcina ukuze igweme ukushiywa ngemuva.
Lokhu kuguquka akuyona into eyenzekile ngengozi. Izikhungo zedatha ze-AI zidinga ukunikezwa kwamandla okungaphazanyiswa ukuvimbela ukucima okulula noma ukuguquguquka kwamandla kagesi ekuphazamiseni izinqubo zokuqeqesha amamodeli ezibalulekile. Ngakho-ke, amabhethri abe yingxenye ebalulekile yokwakhiwa kobuchwepheshe banamuhla.
Imodeli yebhizinisi likaTesla kanye nengcindezi yezepolitiki
Uma sifuna ukubona ukuthi lokhu kusebenza kanjani ngokoqobo, sidinga nje ukubheka iTesla. U-Elon Musk ushintshe umugqa wemikhiqizo yakhe ngale kwezimoto, etshala imali eningi emikhiqizweni efana neMegapack kanye nePowerwall . Izinombolo ziyazikhulumela: ngenkathi ukuthengiswa kwezimoto zakhe kwehle ngo-9%, imali engenayo yakhe yokugcina amandla ikhule ngo-27% unyaka nonyaka, yafinyelela ku-$12.800 billion kwikota edlule.
Okwenezela kulokhu isimo sezepolitiki esiyinkimbinkimbi. Uhulumeni kaTrump unciphise izikhuthazo zentela kubathengi bezimoto zikagesi, okuholele iBloombergNEF ekunciphiseni izibikezelo zayo zokuthengisa . Kodwa-ke, kunezindaba ezinhle kubakhiqizi: amakhredithi amakhulu okukhiqiza asekhona, njengekhredithi engu-$35 nge-kilowatt-hora kanye nekhredithi yentela engu-30% yokutshalwa kwezimali endaweni yokugcina izinto.
Ngaphezu kwalokho, amanani entengo angu-60% kumabhethri aseShayina enza ukukhiqizwa enhlabathini yase-US kube nokuncintisana okukhulu, okuvumela amanani endawo ukuthi afane nalawo ase-Asia, yize abakhiqizi baseKorea kusadingeka balwele ukufeza ubuchwepheshe be-lithium iron phosphate obubuswa yiShayina.
Ukubheja okunolaka kweSoftBank eJapan
E-Asia, iSoftBank yenza isinyathelo esinesibindi. Le nkampani iguqula ifektri yangaphambili ye-LCD yamaphaneli eSharp e-Osaka ibe ngomunye wemigqa yokukhiqiza amabhethri amakhulu eJapane , egxile kakhulu ekunikezeni amandla izikhungo zedatha ze-AI. Ukutshalwa kwezimali kulinganiselwa ukuthi kufinyelele ku-$7.000 billion.
Lesi sinyathelo siyisibonelo esiphelele sokuhlanganiswa okuqondile . I-SoftBank ayifuni ukuncika kubantu besithathu; ifuna ukulawula yonke inqwaba: kusukela kuma-chips (nge-Arm) kanye nokukhiqizwa kwamandla, kuya ekugcinweni nasekukhiqizweni kwesikhungo sedatha esihlanganisiwe. Ngaphezu kwalokho, basebenzisana ne-OpenAI ukusebenzisa ama-ejenti e-AI kulesi sakhiwo, okulindeleke ukuthi sisebenze ngo-2031.
Isizathu silula: Izikhungo ze-AI azikwazi ukulinda iminyaka eminingi ukuze igridi yamandla yendabuko yenziwe ibe yesimanje. Indawo yokugcina amandla endaweni iqinisekisa ukuzinza kwamandla kanye nokuzimela kwegridi , okuvumela ukusebenza ukuthi kwande ngaphandle kokuthi ukucima kukagesi kube yisithiyo.
Ukushoda kokunikezwa kanye nesexwayiso sePanasonic
Akuzona zonke izindaba ezinhle, njengoba isidingo sidlula ukunikezwa. I-Panasonic ixwayise ngokuntuleka okukhulu kwamabhethri esikhungo sedatha. Ukwanda kwezicelo kukhulu kangangokuthi amandla ayo okukhiqiza abhukhiwe cishe ezinyangeni ezizayo, okungase kubambezele ukuqaliswa kwezinsizakalo ezintsha zamafu.
Kuma-CTO kanye nabaholi bezobuchwepheshe, lokhu kuyisibonakaliso esiyisixwayiso. Kubalulekile ukuhlola izixazululo zokuhlanganisa amandla noma ukuthola izivumelwano ezikhethekile nabakhiqizi ukuqinisekisa ukuthi amaphrojekthi abo e-AI awaphazanyiswa ukuntuleka kwehadiwe egcina amandla kahle. Ukutholakala kanye nesikhathi sokuphendula kubalulekile enkathini ye-AI ekhiqizayo.
Ezinye izimboni ziphendukela ku-AI
Ngokuthakazelisayo, akuzona nje izimboni zezimoto ezishintshayo. Abavukuzi bezimali ze-Cryptocurrency nabo bathola ibhizinisi labo linenzuzo enkulu ngokuguqula izikhungo zabo zibe izikhungo zedatha ze-AI . Ngokusho kukaMorgan Stanley, ukuguqula amapulazi e-Bitcoin e-United States kunganciphisa ukuntuleka kwamandla kagesi kwe-AI ngama-gigawatts ayi-10 kuya kwangu-15.
Kwabosomabhizinisi kanye nezinkampani ezintsha, isifundo sicacile: ingqalasizinda yamandla iyindawo entsha yokulwa. Labo abangakwazi ukuxazulula izinkinga zokuphathwa kwemithwalo noma zokusebenzisa kahle amandla bazoba nenzuzo enkulu yokuncintisana. Ukuba ne-algorithm engcono kakhulu akwanele; udinga amandla ukuze uyisebenze.
Isimo samanje sembula umhlaba lapho ukulawulwa kwamandla kuchaza khona ukuthi ubani onqoba umjaho wobuhlakani bokwenziwa. Kusukela ekuguqulweni kwezitshalo zezimboni e-US naseJapan kuya ekusebenziseni ingqalasizinda yezimayini zedatha, umkhuba ubheke ekubuseni kwamandla kanye nokuhlanganiswa okuqondile ukuze kugwenywe ukuphelelwa yisikhathi nokuqinisekisa ukuqhubeka kokusebenza emakethe ehamba ngesivinini esikhulu.
