Imiqondiso ye-Upbeat malunga neshishini le-AI iyakhula. Ingxelo yamva nje yayiyi-chipmaking giant Taiwan Semiconductor Manufacturing Co. Ingxelo yekota yokuqala ngoLwesine, ebonisa ukukhula kwengeniso ye-40.6%, ngaphezu kwesiphelo esiphezulu soluhlu oluqikelelweyo. Inkampani inyuse izinga layo lokukhula unyaka wonke ukuya kutsho ngaphezulu kwama-30%. Ngokwe-CEO ye-TSMC u-C.C. Wei, "Imfuno enxulumene ne-AI iyaqhubeka nokuba namandla kakhulu."
U-Wei uthe usekelwe olo vavanyo zombini kwiinkcazo ezivela kubathengi be-TSMC-yenza ii-chips egameni labaqulunqi be-chip abahlukeneyo, ekhokelwa nguNvidia-kunye neefemu zefu ezithenga ii-chips ezivela eNvidia. Oko kuthetha ukuba umvuzo wekota oza emva kwethuba kule nyanga uvela kwiifemu ezinkulu zetekhnoloji uya kuhambelana nenkcazo yakhe. Akumangalisi ukuba izitokhwe ezinkulu zetekhnoloji ziye zafumana umhlaba omninzi ukusuka ngasekupheleni kukaMatshi-iMicrosoft, eyona nto imbi kakhulu ukuza kuthi ga ngoku kulo nyaka phakathi kwamagama amakhulu, inyuke nge-18%, umzekelo, ngelixa uNvidia enyuka nge-20%. I-Nasdaq inyuke nge-16% ngelo xesha.
