Saamiyada AI ayaa korodhay: Nvidia iyo Amazon ayaa hogaaminaya dedaallada loogu talagalay suuqa $1 trillion.
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Maamulka farsamada casriga ah (AI) wuxuu badalayaa suuqa saamiyada wuxuuna horseed u yahay koror weyn oo ku saabsan S&P 500. Hada la qiimeeyay 200 bilyan doolar, qaybta AI waxaa lagu wadaa inay ka gudubto 1 tiriliyan doolar dhammaadka tobankan sano, taasoo abuuraysa fursado maalgashi oo waaweyn. Ciyaartoyda muhiimka ah, gaar ahaan Nvidia iyo Amazon, waxaa la filayaa inay door muhiim ah ka ciyaaraan kororkaas ilaa 2025. Nvidia waxay hogaamineysaa naqshadeynta chip-yada AI, iyadoo architectuurkeeda Blackwell ay la qabsanayso baahiyaha tikniyoolajiyada sii kordhaya. Labadii sano ee la soo dhaafay, saamiga Nvidia ayaa kor u kacay 800%, iyo saamiga macaashka mustaqbalka ee 30 wuxuu muujinayaa awood koror oo xooggan. Shirkaddu waxay qorsheyneysaa inay kordhiso dakhliga iyadoo si qoto dheer u dhexgelinaysa AI alaabteeda. Dhanka kale, Amazon ayaa si weyn u maalgelinaysa AI si ay u hagaajiso waxtarka dhaqdhaqaaqyada ganacsigeeda iyo qeybta Amazon Web Services (AWS). Iyadoo la kaashanayo AI si loo helo aragtiyo hawleed, Amazon waxay gaartay keyd macquul ah oo kharash ah, iyadoo AWS ay soo bandhigtay xawaare cajiib ah oo ah 115 bilyan doolar. Iyada oo leh saamiga macaashka mustaqbalka oo ku saabsan 34, Amazon waxay u muuqataa in aan si sax ah loo qiimeyn, iyadoo nafteeda u diyaarinaysa koror weyn maadaama qaybta AI ay sii socoto horumarka.Saamiga sirdoonka macmalka (AI) ayaa si weyn u kor u qaaday suuqa saamiyada, isagoo ka caawiyay S&P 500 inuu sano kale ku guuleysto dib u dhigista laba-lakab. Kororkaani wuxuu sii socon doonaa, iyadoo falanqeeyayaashu ay saadaalinayaan in suuqa AI, oo hadda qiimahiisu yahay $200 bilyan, uu dhaafi doono $1 trillion dhammaadka tobankii sano ee soo socda. Tani waxay muujinaysaa in weli fursado ay jiraan oo lagu maalgelin karo saamiyada AI, gaar ahaan shirkadaha muhiimka u ah kaabayaasha AI ee socda iyo codsiyada ay ka leeyihiin. Laba shirkadood oo caan ah oo ku fadhiyo koror weyn oo ku saabsan deegaanka AI ilaa 2025 waa Nvidia iyo Amazon. **1. Nvidia** Nvidia (NVDA) waxay horey u aragtay inay saamigeedu kor u kacay in ka badan 800% labadii sano ee la soo dhaafay, laakiin waxay kaliya ku iibiyaan 30 jeer qiyaasta faa'idada mustaqbalka, taasoo muujinaysa inuu fursad weyn u jiro koror. Iyada oo ah naqshadeeye chip-yada AI ee hogaamiyaha ah, Nvidia waxay la kulmeysaa baahi weyn oo u baahan naqshadeeda cusub ee Blackwell, oo badanaa loo yaqaanno "nasiib darro" sababo la xiriira baahida oo aan la daboolin. Commitment-ka shirkadda ee hal-abuurka chip-yada sanadlaha ah iyo alaabooyin kala duwan ayaa ka dhigtay mid ku habboon in ay ka faa'iideysato marxalad kasta oo kororka AI.
Aasaaskani xooggan wuxuu muujinayaa suurtagalnimada waxqabad wanaagsan oo saamiyada Nvidia sanadkan iyo mustaqbalka. **2. Amazon** Inkastoo badanaa lala xiriiriyo ganacsiga internetka, Amazon (AMZN) waa ciyaaryahan weyn oo ku jira AI, iyadoo ka faa'iideysaneysa teknolojiyadda AI si ay u hagaajiso hawlgallada iyo adeegga macaamiisha. Qaybta daruuraha, Amazon Web Services (AWS), ayaa si gaar ah u muuqata, iyadoo bixisa alaabooyin AI kala duwan sida chip-yada premium Nvidia iyo xalal khaas ah, taasoo u sahlaysa ganacsiyada in ay si wax ku ool ah u hirgeliyaan AI. AWS waxay aragtay koror cajiib ah, iyadoo gaartay 115 bilyan oo doolar oo dakhli sanadeed ah, taasoo ka dhigaysa mid ka mid ah ilaha faa'idada muhiimka ah ee Amazon. Hadda waxay ku iibisaa qiyaastii 34 jeer faa'idada mustaqbalka, hoos u dhac ka yimid in ka badan 45 jeer horay, saamiga Amazon wuxuu u muuqdaa mid hoos u qimaal ah maadaama uu leeyahay xoogag AI oo la aasaasay iyo fursado koror mustaqbalka, taasoo ka dhigaysa in ay u muuqato inay noqon doonto guuleyste weyn oo AI ah sanadka 2025.
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Saamiyada AI ayaa korodhay: Nvidia iyo Amazon ayaa hogaaminaya dedaallada loogu talagalay suuqa $1 trillion.
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