Sɛ wopɛ AI sikasɛm ho nsɛm pii a, yɛsrɛ wo, kɔka me ne me yɔnko dwumayɛni Cory Weinberg ho wɔ New York Stock Exchange Memeneda, April 27, mma The Information’s Financing the AI ​​Revolution forum. Tie adwumayɛfo mpanyimfo ne sikasɛm mu asisifo hɔ wɔ sɛnea AI a ɛrenya nkɔso ntɛmntɛm no resakra mfiridwuma, sikasɛm, ne sika kɛse gua ahorow ho. Sua pii wɔ ha.It’s hard to overstate how lucky AI developers were that their brilliant technical breakthroughs occurred when the financial system was perfectly positioned to fund their ambitious build-out.Na mfɛntom dodow sua koraa na ɛrekɔ fam, na ahoɔden bo yɛ mmerɛw na na wiase no, a mfiridwuma mu abran no ka ho, ayɛ ma wɔ sika mu. Na saa nneɛma no bi resakra ansa na Iran ɔko no reba, na dapɛn a etwaam no, ɛsakrae kɛse.Wɔ ɔko no dapɛn a ɛto so abien mu no, sikasɛm mu nsɛmti nyinaa ayɛ petrol ne pɛtro bo ho asɛm. aguade abien no mu biara nni abusuabɔ tẽẽ bi ne AI a wɔkyekyee no—wɔntaa mfa ngo nni dwuma mfa nyɛ anyinam ahoɔden, na pɛtro ho ka yɛ mfomso a ɛyɛ kurukuruwa ma wɔn a wɔyɛ data center.Nanso, nkɛntɛnso a ɛto so abien no yɛ kɛse. Petrol bo a ɛkɔ soro no betumi akyerɛ sɛ nneɛma bo akɔ soro, na mpɛn pii no ɛkyerɛ sɛ mfɛntom bɛkɔ soro. Wɔn mu biara nyɛ papa mma AI a wɔde bɛkyekyere ɛka kɛse no, a anka ebehyia ɛka kɛse ne mfɛntom a ɛkɔ soro. Nneɛma bo a ɛkɔ soro nso sɛe anidaso a ɛne sɛ Federal Reserve Bank bɛtew mfɛntom so bio afe yi. Ná sikasɛm mu asisifo hwɛ kwan sɛ wɔbɛtew so afe yi awiei a na wɔhwɛ kwan sɛ nneɛma bo bɛkɔ fam na nnwuma ho gua no ayɛ mmerɛw kɛse. Afei asiane no ne sɛ nneɛma bo bɛkɔ soro. Adwumayɛfo gua no asɛe dedaw—U.S. gyaee nnwuma bɛyɛ 100,000 gui wɔ February mu. Ná ɔko a ɛbɛkyɛ no bɛma sikasɛm akɔ fam. Ehu kɛse a ɛwɔ Wall Street mprempren ne stagflation, baabi a sikasɛm yɛ mmerɛw nanso nneɛma bo kɔ so yɛ kɛse, na ɛto Fed’s tumi a ɛbɛtew sika so no ano hye. Ɛno mu biara nyɛ papa mma infrastructure kɛse a wɔbɛkyekye. Sɛ ɔko no kɔ so a, U.S. aban no sika a ɛho ka dɔɔso dedaw no bɛkɔ soro bio, na ebetumi ama mfɛntom akɔ soro.Ná AI nhyehyɛe a wɔresi ankasa no rehyia amammui ne sikasɛm mu nsɛnnennen dedaw ansa na ɔko no refi ase. Ɛda adi sɛ eyinom bɛsɛe kɛse. Ebia data centers mfa ngo anaa pɛtro pii nni dwuma, nanso wɔn a wɔde di dwuma no de di dwuma. Wɔde abɔde mu mframa nso di dwuma, na ɛno na ɛma anyinam ahoɔden a ɛma data center ahorow nya ahoɔden no fã kɛse no ara. Adetɔfo de anyinam ahoɔden ho ka a ɛkɔ soro ho asodi to data center ahorow so dedaw, enti ɛnyɛ ahurututu sɛ wobehu sɛ pɛtro bo a ɛkɔ soro no de ɔsɔretia kɛse ba AI a wɔasisi no so. Mpɔtam hɔ pushback ama ayɛ den sɛ wɔbɛkyekye data centers wɔ ɔman no fã kɛse no ara.Bere a pɛtro bo akɔ soro no yɛ hu. Awɔw bere a awɔw wom wɔ U.S. atifi fam fã kɛse no ara ama ɔhyew ho ka akɔ soro, na ama afie sikasɛm ayɛ basaa kɛse. Na wɔhwɛ kwan dedaw sɛ ofie mu ɔhyew ho ka bɛkɔ soro 11% wɔ awɔw bere yi mu, sɛnea Ɔman Ahoɔden Mmoa Akwankyerɛfo Fekuw no kyerɛ no, na wim tebea a ɛyɛ nwini no piaa wɔn kɔɔ soro bio. Aseresɛm akɛseɛ baako wɔ dapɛn a atwam no mu ne sɛ, nna bi akyi a Ɔmampanyin Donald Trump hyɛɛ ɔko no ase ne Iran no, ɔtwee AI adwumayɛfoɔ akɛseɛ baason ti kɔɔ Washington kɔhyɛɛ bɔ sɛ ɔbɛma anyinam ahoɔden boɔ akɔ fam ama wɔn a wɔde di dwuma no. Ná adeyɛ no nyɛ ade ketewaa bi sɛ dawurubɔ ho adwemmɔne. Na saa nnwumakuw yi bi, titiriw Google, Amazon ne Microsoft, ayɛ nneɛma atitiriw dedaw de ayɛ saa. Wɔ aseresɛm foforo mu no, nnwumakuw no retia Trump ɔsatu a ɛne sɛ wɔmfa ahoɔden a wɔyɛ no foforo nni dwuma mfa mma AI ahoɔden no. Wɔde owia, mframa ne batere redi dwuma efisɛ eyinom ne ahoɔden ahorow a ne bo nyɛ den na ɛyɛ mmerɛw sɛ wobenya. (Mma ngo bo a ɛkɔ fam dapɛn yi nnnaadaa wo; nnwuma mu adwumayɛfo a wɔadi ako no hu ɔhaw ahorow a anibere wom wɔ wɔn anim sɛ Persian Gulf ngo da so ara kɔ so a.)Sikasɛm ho nhyehyɛe a wɔde bɛma AI no da so ara abue. Stocks a AI developers akɛseɛ no akura mu, na mfitiaseɛ baguam ayɛyɛdeɛ ma SpaceX, OpenAI ne Anthropic da so ara wɔ kwan so. Mpaapaemu titiriw a ɛwɔ gua no mu ne ankorankoro boseabɔ, baabi a sikakorafo nketewa reguan afi sikakorabea akɛse te sɛ Blue Owl ne Blackstone. Ɛno ne ɔko no nni hwee yɛ: Sikakorafo dwen ɛka a wɔbɔ wɔ AI a wɔbɛhyehyɛ no ho ne sɛnea wɔn a wɔde bosea ma no bɛda wɔn ho adi wɔ softwea nnwumakuw a wohu sɛ ɛyɛ mmerɛw sɛ AI bɛhaw wɔn no nyinaa ho. Nanso, mfɛntom a ɛkɔ soro no bɛma sika yi ayɛ basaa.Ɛte sɛ nea mfiridwuma mu abran no betumi ahyia ɔko no ankasa esiane sɛ wɔwɔ Mfinimfini Apuei nti sen gua so basabasayɛ biara. Drone ntua sɛee Amazon data centers abiɛsa wɔ ɔmantam no mu dapɛn a etwaam no na ɔko no betumi de data akɛse bi ato asiane mumfinimfini nnwuma a wɔayɛ ho nhyehyɛe ama ɔmantam no. Ɛno nyinaa akyi no, Amazon annya ɔhaw biara sɛ ɛbɛtɔn bɛyɛ dɔla ɔpepepem 50 wɔ bonds mu wɔ U.S. ne Europa dapɛn yi, na na wɔakra pii, sɛnea Bloomberg kyerɛ no. AI a wɔkyekyee no, sikasɛm tebea a ɛnyɛ papa ne tech giants’ kotoku a emu dɔ na ɛmaa wotumi yɛɛ adwuma. Ɛde besi ha no, saa adum no da so ara wɔ hɔ. Nanso akodi wɔ ɔkwan bi a wɔfa so ma tebea a ɛwɔ hɔ no gyae. Foforo Afi Yɛn Amanneɛbɔfo hɔExclusiveOpenAI ayɛ nhyehyɛe sɛ wobefi ase Sora Video AI wɔ ChatGPT mu wɔ Strategy ShiftBy Stephanie Palazzolo ne Sri MuppidiExclusiveOpenAI’s nsakrae a ɛkɔ Shopping Apps no hyia akwanside a ɛsen saa mpoA Ann Gehan ne Sri MuppidiNokware BoɔOpenAI’s IPO Anidaso Hyɛ Face Skeptical Investor CommunityBy Anita Ramaswamy ne Miles Kruppa na wɔkyerɛwee

You May Also Like

Enjoyed This Article?

Get weekly tips on growing your audience and monetizing your content — straight to your inbox.

No spam. Join 138,000+ creators. Unsubscribe anytime.

Create Your Free Bio Page

Join 138,000+ creators on Seemless.

Get Started Free