David Edwards
Sekureva kweGoogle CEO Sundar Photosi, iyo internet behemoth inotarisira kuwedzera mari yayo yekushandisa (capex) ne43% kusvika pamadhora mazana manomwe nemakumi mashanu emadhora muna 75 kubva pakudyara kwayo mabhiriyoni makumi matatu nemazana matatu emadhora muna 2025.
Mari iyi, yakaratidzwa muAlphabet's Q4 2024 kuburitswa kwemari, ine chinangwa chekutsigira mabhizinesi eGoogle uye nekumhanyisa hunyanzvi hwekugadzira (AI) hunyanzvi. Kunyangwe Photosi asina kutaura kuti imarii yemari yakanangana neAI, zvinotarisirwa kuti iyo yakawanda ichaenda mukuwedzera AI zvivakwa, izvo zvinoenderana nemaitiro akakura pakati pemakambani eBig Tech.
Iyo AI Investment Race muBig Tech
Kuwedzera kwekushandisa kweGoogle kunopindirana nemakwikwi ari kukura mumunda wehungwaru hwekugadzira. Zvirongwa zvekudyara mabhiriyoni makumi matanhatu neshanu emadhora paMeta's AI zvivakwa zvakamboitwa pachena. Google yakashuma 65% yegore-pamusoro-gore kukura kwemari kusvika kumadhora 12 bhiriyoni, neGoogle Cloud mari inowedzera 96.5% kusvika kumadhora gumi nemaviri emadhora, sezvo AI inobuda semutyairi mukuru wemari.
Kuita kweStock Market uye Investor Concerns
Sekureva kweYahoo Finance, mutengo weAlphabet wakadzikira 7% mukutengesa kwemaawa mushure sezvo mari yayanowana yakaderera pane yaifungidzirwa muongorori yemadhora mazana mapfumbamwe nemazana manomwe emadhora, zvisinei nekukura kwemari yekambani.
Dzvinyiriro kubva kuNew AI Vatambi Kukwikwidza
Kunetsekana pamusoro pevakwikwidzi vatsva veAI, kunyanya China-based DeepSeek, iyo yakaita misoro muna Ndira yekugadzira inokwikwidza AI modhi pabhajeti reshopu isingasviki mamirioni matanhatu emadhora uchishandisa isingadhure tekinoroji yeNvidia, yakakurukurwa naPhotoi parunhare rwemuridzi musi waKukadzi 6.
Kunyangwe kana ichienzaniswa neDeepSeek's v3 neR1 modhi, Photosi akavimbisa vanoisa mari kuti Google's Gemini 2.0 Flash modhi ichiri pakati peanonyanya kushanda maAI modhi pamusika. Asi kufambira mberi kweDeepSeek kwakamutsa kushushikana nezveAmerican tech makambani 'hegemony muAI.
