Cilmi-baarista Counterpoint Research ayaa daabacday warbixin qoto dheer oo muujinaysa isbeddel weyn oo ka dhex jira warshadaha hardware-ka AI-da, iyadoo si gaar ah loo xusay suuqyada aan GPU-ga ahayn ee chip-yada AI ee server-yada, oo loo yaqaan AI ASICs (Application-Specific Integrated Circuits). Warbixintu waxay muujineysaa in qaybtaan ay sii waddo korriinka degdega ah ee dhowaan, taas oo calaamad u ah isbeddel weyn oo ku yimaada tignoolajiyada habka wax-u-gaeystinta AI-da. Waxay saadaalisay in xamuulashada AI ASICs ay saddex jibaaranto ilaa 2027 marka loo eego heerarkii 2024, taas oo muujineysa koror weyn oo ku yimaada qaadashada iyo adeegsiga chip-yadan gaarka ah ee loogu talagalay in si gaar ah u dardargeliyo hawlgallada AI-da ee xarumaha xogta iyo deegaanka ganacsiga. Sidoo kale, warbixintu waxay saadaalisay in sanadka 2028, xamuulashada AI ASICs ay ka badan doonto tan GPU-yada dhaqameed (Graphics Processing Units), oo gaarsiisan doonta in ka badan 15 milyan unug oo sannadle ah—tallaabo muhiim ah. Kororkani la filayo wuxuu iftiiminayaa baahiyaha isbeddelaya ee suuqyada kaabayaasha AI-da. In kasta oo GPU-yadu ay ahaan jireen kuwa ugu waaweyn ee qabta hawlaha AI iyo barashada mashiinka sababtoo ah awooddooda farsamaynta isku xiga ee ballaaran, haddana dhibaatada sii badaneysa iyo baaxadda moodooyinka AI ayaa kicinaya baahida loo qabo processor-yada gaarka ah, waxtarka leh. AI ASICs, oo si gaar ah loogu talagalay hawlgallada AI, waxay bixiyaan faa’iidooyinka sida waxqabadka sareeya, isticmaalka tamarta oo yaraada, iyo naqshadaha loo habeeyay si loo gaaro hawlgallada shabakadaha neerfayaasha gaar ah. Baahida sii kordhaysa ee AI ASICs ayaa sidoo kale la jaanqaadaysa isbeddellada weyn ee warshadaha sida ballaarinta adeegyada bulshadda daruuraha, qaadashada ballaaran ee codsiyada AI ee qaybaha kala duwan, iyo baahida xarumaha xogta inay maamulaan hab-socod sareeya, jawaab celin hooseysa ee hawlaha AI.

Isbeddelkan ayaa muujinaya in hay’aduhu ay u jeediyeen inay kala duwaan alaabtooda hardware-ka iyadoo la isticmaalayo chip-yada gaarka ah ee si fiican u daboolaya baahida waxqabadka iyo tamarta tamar-ku-oolnimada ee codsiyada AI ee jiil cusub. Sidoo kale, dhaqaaqa loo mari doono AI ASICs ayaa saameyn weyn ku yeelan kara soosaarayaasha chip-yada iyo shirkadaha tiknoolajiyadda. Marka suuqa korayo, maalgelin dheeraad ah ayaa la filayaa inay ku baxdo cilmi-baarista, horumarinta, iyo hagaajinta naqshadaha AI ASICs, farsamooyinka wax-soo-saarka, iyo awoodaha isku-dhafka. Shirkadaha awood u leh inay soo saaraan xalal AI ASICs oo cusub, waxqabad sare leh ayaa ku soo jiidan doona saamiyo muhiim ah oo ka mid ah suuqyada ballaaran ee hardware-ka AI. Gebogebadii, warbixinta Counterpoint Research ayaa muujinaysa in uu jiro isbeddel muhiim ah oo ku saabsan horumarka hardware-ka AI. Saddex jibaaridda xamuulashada AI ASICs ilaa 2027 iyo in ay ka sarreeyaan xamuulashada GPU-yada 2028 ayaa muujinaya guur cusub oo ku socda tignoolajiyada gaarka ah ee wax wax u qabata ee AI. Isbeddelkani wuxuu adkeynayaa doorka muhiimka ah ee AI ASICs ee xalinta baahiyaha xisaabeed ee sii kordhaya ee codsiyada AI, iyo inay sare u qaadaan waxtarka, lana saameeyaan mustaqbalka kaabayaasha xarumaha xogta ee caalamka.