Inkasta oo ay jireen walaac ka yimid maal-gashadayaasha oo ku saabsan moodeelka R1 ee cajiibka ah ee DeepSeek, haddana waxay caddeysay in horumarkan uusan dhibaato ku keeni doonin suuqa AI-ga gudaha. Taa beddelkeeda, waxay muujinaysaa in hal-abuurka AI uusan quseyn kaliya Maraykanka, laakiin sidoo kale uu ka dhigi karo koboc weyn oo ka socda gobolka. Kadib dhicitaankii dhawaan, qaar ka mid ah saamiyada ayaa wali hoos u qiimeysan waxaana jira fursado la yaab leh oo lagu iibsado. Halkan waxaa ku qoran seddex doorasho oo muhiim ah: 1. **Taiwan Semiconductor Manufacturing (TSMC)**: TSMC waxay soosaartaa chips-ka shirkadaha hormuudka ah sida Apple iyo Nvidia. H800 Nvidia GPUs, oo loo isticmaalo tababarka DeepSeek, waxay ka kooban yihiin chips-ka TSMC. Iyada oo ah soo saaraha chips-ka qandaraasiga ah ee hormuudka ah, TSMC waxay ka faa’iidaysan doontaa koritaanka AI ee caalamiga ah, iyadoo maamulkeedu uu saadaalinayo koror ku dhawaad 20% dakhliga sanad walba shanta sano ee soo socota. Hadda waxaa lagu kala iibsadaa qiyaastii 22. 5 jeer dakhliga mustaqbalka, TSMC waa maalgashi wanaagsan, khaasatan xilliyada hoos u dhaca suuqa. 2.
**Meta Platforms**: Inkasta oo tababarka R1 ee DeepSeek uu khatar ku yahay moodeelka Llama AI ee Meta, Meta waxay haysataa istiraatiijiyad muddada-dheer oo diiradda saaraysa xoojinta awoodaha AI-daheeda. Maamulaha guud Mark Zuckerberg wuxuu filayaa inuu horumariyo AI la tartanta injineerada softiweerka dhex-dhexaadka ah sanadka 2025, taasoo muujineysa hal-abuurka joogtada ah ee Meta ee AI. Hadda, inta badan dakhliga Meta wuxuu ka yimaadaa xayaysiinta madalkeeda, iyo dakhliga shirkaddu wuxuu helay koror sanad-la-qiyaasan ah oo ah 21% Q4. Aasaaska xayaysiinta oo xooggan ayaa ka dhigaya Meta saamiga la tixgelinayo. 3. **Alphabet**: Sida Meta, diiradda ugu weyn ee Alphabet wuxuu ku saabsan yahay ganacsigeeda xayaysiinta, oo ka qaybqaata saddex meelood meel dakhligeeda. Shirkaddu waxay ku dartay aaladaha AI ee xayaysiinta, taasoo kuleh korodhka khibrada isticmaale. Intaas waxaa sii dheer, adeegyada Google Cloud waxay bixiyaan awood xisaabeed muhiim ah oo loogu talagalay ganacsiyada qiimo la’aan, taasoo ka dhigeysa mid sahlan in shirkaduhu ka faa’iidaystaan awoodaha AI. Iyada oo baahida AI ee modeloska sii socota, Alphabet waxay si wanaagsan ugu diyaar garowday koboc sii socda. Gunaanad, TSMC, Meta, iyo Alphabet waa ikhtiyaarro maalgashi oo xooggan, oo ka faa’iidaysanaya isbeddelka AI ee socda inkasta oo caqabado suuqa ah oo dhowaan dhacay.
Maareynta Maalgashiga ugu Sarreeya ee Ka dhex muuqda Kobaca Suuqa AI: TSMC, Meta, iyo Alphabet
Falanqaynta Salesforce ee xilliga iibsashada ee Cyber Week ee sanadka 2025 waxay muujineysaa in guud ahaan iibka dukaamaysiga caalamiga ah uu gaaray 336.6 bilyan oo doolar, taas oo ah koror 7% ah oo ka soo bilaabmay sanadkii hore.
Horumar dhaqso leh ee sirdoonka Artificial-ka (AI) ayaa kicinaya doodo weyn iyo walaacyo badan oo ka dhexjira khubarada, gaar ahaan saameynta ay waqti dheer ku yeeshaan aadanaha.
Kani waa wax lagu taageeray; Barchart ma taageersana websaydyada ama alaabada hoos ku xusan.
DeepMind-ka Google ayaa dhawaan soo bandhigtay nidaam cusub oo AI ah oo la yiraahdo AlphaCode, kaas oo metelaya tallaabo weyn oo horumar ah oo ku timaadda sirdoonka macmalka ah iyo horumarinta software-ka.
Waxaan si dhow ula socdaa soo_ifbaxka agentic SEO, aan aaminsanahay in marka awoodaha horumaraan sanadaha soo socda, wakiiladu si weyn uga saameyn doonaan warshadda.
Peter Lington, Vice Presidentka Gobolka ee Waaxda Dagaalka Salesforce, ayaa iftiimiyay saameynta beddelka leh ee ay teknoolojiyadu hormuudka u noqon doonto Waaxda Dagaalka gudaheeda muddo seddax ilaa shan sano ah.
Sprout Social waxay si adag iskugu aasaysay inay noqoto ciyaaryahan hormuud u ah warshadaha maamulidda warbaahinta bulshada iyada oo qaadatay teknolojiyadda AI ee horumarsan iyo samaysmada iskaashi istiraatiijiyadeed oo dhiirrigelinaya hal-abuurnimada iyo kor u qaadista adeegyada.
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