Abin da yakin Iran ke nufi don Tallafin AI

By Creator Economy · Mar 11, 2026 · 4 min read · 776 views

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Abin da yakin Iran ke nufi don Tallafin AI

Don ƙarin ƙari akan kuɗin AI, don Allah ku kasance tare da ni da abokin aikina Cory Weinberg a New York Stock Exchange a ranar Litinin, Afrilu 27, don Tallafin Bayar da Kuɗaɗen taron juyin juya halin AI. Ji daga manyan shuwagabanni da masu saka hannun jari kan yadda saurin gina AI ke sake fasalin fasaha, kuɗi, da kasuwannin babban birnin kasar. Learn more here.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.Interest rates were relatively low and declining, energy was cheap and the world, including the tech giants, was awash in cash. Wasu daga cikin waɗannan abubuwan sun kasance suna canzawa kafin yakin Iran, kuma a makon da ya gabata sun canza sosai. A cikin mako na biyu na yakin, kanun labaran tattalin arziki sun kasance game da farashin mai da mai. Babu kayayyaki da ke da hanyar haɗin kai tsaye zuwa ginin AI - ba a cika amfani da man fetur don samar da wutar lantarki ba, kuma farashin man fetur yana da kurakurai don masu haɓaka cibiyar bayanai. Sakamakon tsari na biyu, ko da yake, yana da mahimmanci. Haɓaka farashin mai na iya haifar da hauhawar farashin kaya, wanda yawanci yana nufin ƙarin ƙimar riba. Babu ɗayan da ke da kyau ga haɓakar AI mai nauyi-bashi, wanda zai fuskanci ƙarin farashi da ƙarin biyan riba. Hakazalika hauhawar hauhawar farashin kayayyaki ya kuma kawo cikas ga fatan da bankin tarayya ya yi na rage yawan kudin ruwa a bana. Masu saka hannun jari sun yi tsammanin raguwa daga baya a wannan shekara a cikin tsammanin hauhawar farashin kayayyaki zai sami sauƙi kuma kasuwar ayyuka za ta ƙara yin rauni. Yanzu hadarin shi ne hauhawar farashin kayayyaki zai tashi. Kasuwar kwadago ta riga ta yi muni - Amurka ta zubar da ayyuka kusan 100,000 a watan Fabrairu. Yakin da aka dade zai rage tattalin arzikin kasar. Babban tsoro a kan titin Wall Street a yanzu shine stagflation, inda tattalin arzikin ya raunana amma hauhawar farashin kaya ya kasance mai girma, yana iyakance ikon Fed na rage farashin. Babu ɗayan waɗannan da ke da kyau ga ƙaƙƙarfan gina kayan more rayuwa. Idan yakin ya ci gaba, babban gibin gwamnatin Amurka zai kara karuwa, wanda zai iya haifar da riba mai yawa. Ainihin ginin gine-gine na AI ya riga ya fuskanci kalubale na siyasa da kudi kafin yakin ya fara. Wataƙila waɗannan za su yi muni. Cibiyoyin bayanai ƙila ba za su yi amfani da mai ko man fetur da yawa ba, amma masu amfani suna yi. Har ila yau, suna amfani da iskar gas, wanda ke samar da yawancin wutar lantarki da ke sarrafa cibiyoyin bayanai. Masu amfani sun riga sun zargi mafi girman farashin wutar lantarki akan cibiyoyin bayanai, don haka ba tsalle ba ne don ganin hauhawar farashin man fetur ya haifar da ƙarin adawa ga gina AI. Turawa na gida ya sa ya zama da wuya a gina cibiyoyin bayanai a yawancin ƙasar.Lokacin da za a yi tsalle a farashin man fetur yana da muni. Lokacin sanyin sanyi a yawancin arewacin Amurka ya haifar da hauhawar farashin kuɗaɗen dumama, yana ƙara tabarbare kasafin kuɗin gida. An riga an sa ran farashin dumama gida zai karu da kashi 11% a wannan lokacin sanyi, a cewar kungiyar Daraktocin Taimakon Makamashi na Kasa, kuma yanayin sanyi ya kara tura su har yanzu. Wani babban abin mamaki a makon da ya gabata shi ne kwanaki bayan da Shugaba Donald Trump ya fara yakin da Iran, ya ja shugabannin manyan masana'antun AI guda bakwai zuwa Washington don yin alkawarin rage farashin wutar lantarki ga masu amfani da shi. Lamarin bai wuce na tallatawa ba. Wasu daga cikin waɗannan kamfanoni, musamman Google, Amazon da Microsoft, sun riga sun ɗauki matakai masu mahimmanci don yin hakan. A cikin wani abin ban mamaki, kamfanonin suna kalubalantar kamfen na Trump na yin amfani da makamashi mai sabuntawa zuwa ikon AI. Suna amfani da hasken rana, iska da batura saboda waɗannan sune mafi arha kuma mafi sauƙin samuwa nau'ikan wutar lantarki. (Kada ku bar raguwar farashin mai a wannan makon ya yaudare ku; Ma'aikatan masana'antu suna ganin matsaloli masu tsanani a gaba idan man Fasha na Farisa ya ci gaba da kasancewa a tarko.) Ƙimar kuɗi na AI har yanzu a buɗe. Hannun jari na manyan masu haɓaka AI sun ci gaba, kuma farawar kyauta na jama'a don SpaceX, OpenAI da Anthropic har yanzu suna da alama suna kan hanya. Babban abin da ya faru a kasuwa shine bashi na sirri, inda kananan masu zuba jari ke tserewa manyan masu ba da lamuni irin su Blue Owl da Blackstone. Wannan ba shi da alaƙa da yaƙi: Masu saka hannun jari sun damu da duka farashin ginin AI da kuma bayyanar da masu ba da bashi ga kamfanonin software, waɗanda suke ganin suna da rauni ga rushewar AI. Yawan ribar riba, duk da haka, zai kawo cikas ga waɗannan kudade. Ƙungiyoyin fasaha sun bayyana sun fi fuskantar yaƙi da kansu saboda kasancewarsu a Gabas ta Tsakiya fiye da duk wani rikici na kasuwa. Hare-haren da jiragen yaki mara matuki ya kai sun lalata cibiyoyin bayanan Amazon guda uku a yankin a makon da ya gabata kuma yakin na iya jefa wasu manyan bayanai cikin hadariayyukan cibiyar da aka tsara don yankin. Duk da haka, Amazon ba shi da matsala ta siyar da kusan dala biliyan 50 a cikin shaidu a cikin Amurka da Turai a wannan makon, kuma yana da oda don ƙarin, a cewar Bloomberg. An kunna gina AI ta hanyar ingantaccen yanayin kuɗi da kuma zurfin aljihun gwanayen fasaha. Ya zuwa yanzu, waɗannan ginshiƙan suna nan. Amma yaƙe-yaƙe suna da hanyar ɗaga halin da ake ciki. Sabbin Daga Masu Bayar Da Mu KeɓancewarOpenAI Shirye-shiryen ƙaddamar da Sora Bidiyo AI a cikin ChatGPT a cikin Dabarun ShiftBy Stephanie Palazzolo da Sri MuppidiExclusiveOpenAI's Shifting Apps Siyayya Yana Fuskantar Matsala MatsalaBy Ann Gehan da Sri MuppidiTrue ValueOpenAI's IPOke Community Kruppa

Abin da yakin Iran ke nufi don Tallafin AI

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