Ubuyobozi Bukuru bwa Amazone Jassy Bold AWS Ubuhanuzi: Miliyari 600 z'amadorali y'ejo hazaza hifashishijwe AI Mu nama y'amaboko aheruka, Umuyobozi mukuru wa Amazone, Andy Jassy, yakoze umushinga utangaje wa Serivisi za Amazone (AWS). Yizera ko kwiyongera kw'abakiriya bakeneye ubwenge bw’ubukorikori (AI) bishobora gutuma AWS igera kuri miliyari 600 z'amadolari ya Amerika ku mwaka mu myaka icumi iri imbere. Iri tangazo ryerekana gusimbuka gukomeye kuva igihangange giteganijwe kuba miliyari 130 z'amadolari yagurishijwe muri 2025, nk'uko byatangajwe na Reuters. Icyerekezo cya Jassy gishimangira imbaraga zo guhindura AI ninshingano zayo mugihe kizaza cyo kubara ibicu.
Imashini ya AI itwara Ubwiyongere bwa AWS butigeze bubaho Icyizere cya Andy Jassy gishingiye ku guturika kwa AI kubyara no kwiga imashini. Ibigo muri buri murenge birahatanira kwinjiza AI mubikorwa byayo. Ibi bitanga icyifuzo kidahagije kububasha bunini bwo kubara, silikoni yihariye, na serivisi zicungwa AWS itanga. Igicu nicyo cyonyine gishoboka cyo guhugura no gukoresha imvugo nini (LLMs). AWS ishora imari kugirango ifate uyu muhengeri. Kuva kuri chip ya AI gakondo nka Trainium na Inferentia kugeza mubufatanye na serivisi zicungwa nka Bedrock, Amazon yubaka AI yuzuye.
Ishoramari ryingenzi rya AWS gufata Isoko rya AI Kugirango ugere kuri iyi ntego ya miliyari 600 z'amadolari, AWS ikora ku mpande nyinshi. Ingamba zayo zirenze gutanga ibikorwa remezo gusa.
Custom Silicon (Trainium & Inferentia): Gutezimbere ibyuma byayo bya AI bigabanya kwishingikiriza kubatanga isoko nka Nvidia kandi bitanga imikorere ihendutse kumurimo wihariye. Amazone Bedrock: Iyi serivise icungwa neza iha abakiriya uburyo bwo hejuru bwibanze kuva muri Laboratwari ya AI21, Anthropic, na Meta, byoroshya iterambere ryimikorere ya AI. Kwagura Ibikorwa Remezo ku Isi: AWS ikomeje gushyira ahagaragara Ahantu hashobora kuboneka hamwe na zone zaho, bizana itunganywa ryihuse rya AI hafi y’ibigo by’abakiriya ku isi.
Ubu buryo butandukanye buteganya ko AWS ishobora gukora ibintu byose uhereye kubitangira bigerageza na AI kugeza ku bigo binini bikora ubutumwa bukomeye bwa AI ku gipimo. Imiterere irushanwa irakaze, hamwe nabahanganye nka Microsoft Azure na Google Cloud nabo bakora ibitego byinshi bya AI, byihutisha kwagura isoko muri rusange. Umuyobozi mukuru wacyo avuga ko mu rwego rwo gushaka ibikoresho bya AI, Nvidia irimo gutangira gukora ibicuruzwa byo mu Bushinwa H200, nk'uko byagaragajwe n’ubushakashatsi ku isi hose.
Kuva $ 130B kugeza $ 600B: Gusesengura Inzira yo Gukura Icyerekezo cya Jassy cyerekana umuvuduko wubwiyongere bwumwaka (CAGR) bifuza cyane ariko birashoboka bitewe na catalizator ya AI. Kugera kuri miliyari 600 z'amadorali yumwaka wa 2036 byasaba AWS kwikuba inshuro enye igipimo cyayo kuva 2025 byateganijwe. Iri terambere ntirizaturuka kuri "porogaramu imwe yica." Ahubwo, bizaterwa no kwishyira hamwe kwa AI mu nganda zose. Inzego nkubuvuzi (kubuvumbuzi bwibiyobyabwenge), imari (yo gutahura uburiganya), nibitangazamakuru (mugukora ibirimo) ni ababyakira kare. Umuhengeri ukurikira uzaba urimo gukora, ibikoresho, no gucuruza.
Inzitizi zishobora kubaho munzira igera kuri miliyari 600 Mugihe amahirwe ari menshi, AWS igomba kuyobora inzitizi zikomeye. Irushanwa rikomeye ritangwa nabandi batanga ibicu bizatera igitutu kandi bitume udushya duhoraho. Kugenzura kugenzura amakuru yerekeye ubuzima bwite hamwe n’imyitwarire ya AI nabyo bishobora guhindura umuvuduko wo kohereza. Byongeye kandi, uburyo bwubukungu bwa AI buracyatera imbere. Ikiguzi kinini cyamahugurwa yicyitegererezo gisaba ingamba zihamye zo kugena ibiciro. AWS igomba kwerekana ROI isobanutse kubakiriya bayo kugirango bakomeze iterambere rirambye. Umubare w'amafaranga ku bayobozi b'ibigo mu ikoranabuhanga uragenda urushaho kuba amakinamico, nk'uko bigaragara mu zindi nzego aho inyungu z’imisoro zitavugwaho rumwe zishobora gutuma umushahara w'abakozi urenga miliyoni 800.
Icyo Jassy Iteganya Bisobanura Kubicu na Tech Landscape Andy Jassy miliyari 600 z'amadolari ya AWS iteganya ko arenze intego yo kugurisha; ni itangazo ryerekeye ejo hazaza h'ikoranabuhanga. Byerekana ko ibikorwa remezo byigicu, byongerewe na AI, bizahinduka intangiriro nini yubukungu bwisi. Iri terambere rizasibanganya, ritezimbere udushya muri semiconductor, centre de data, no guteza imbere software. Kubucuruzi, ubutumwa burasobanutse: Kwakira AI no kwimuka kw'igicu bifitanye isano ridasubirwaho ningamba zifatika. Kubashoramari, irerekana agaciro gakomeye karacyaremwa murwego rwigicu. Ku isoko ryakazi, isezeranya gukomeza gukenera ubuhanga mububiko bwububiko, amakurusiyanse, hamwe nubuhanga bwa AI.
Umwanzuro: Icyerekezo cyimyaka icumi yasobanuwe na AI Umuyobozi mukuru wa Amazone, Andy Jassy, avuga ko AWS ishobora kugera kuri miliyari 600 z'amadolari yo kugurisha ikoreshwa na AI ni ikimenyetso gikomeye mu myaka icumi iri imbere. Irerekana imyizerere yibanze ko impinduramatwara ya AI izaba yubatswe ku gicu. Mugihe imbogamizi zihari, igipimo cya AWS, ishoramari, hamwe no kwita kubakiriya bishyira mubikorwa byibanze kugirango bafate iyi nyanja. Irushanwa ryo gusobanura ibikorwa remezo bya AI rirakomeje, kandi ingaruka z’ubukungu zizaba zitangaje. Kugirango ukomeze imbere yibikorwa byingenzi byikoranabuhanga hamwe nubushishozi bukora amasoko, shakisha byinshi kuri Seemless.
