Arbacada, Microsoft (MSFT) iyo Meta (META) waxay iftiimiyeen sirdoonka macmalka ah marka ay bilaabeen wareegga koowaad ee dakhliga Big Tech ee 2025. Falanqeeyayaasha ayaa su'aalo ka weydiinayay agaasimayaasha maalgelintooda AI, ka qeybqaadashada dakhliga, iyo tartanka ka imaanaya DeepSeek, oo ah shirkad Shiinyeed oo leh moodel AI waxtar leh oo xiisaha Wall Street soo jiitay toddobaadkan. Labada shirkadoodba waxay muujinayeen waxqabadkooda xooggan ee AI. Maareeyaha Maaliyadda Meta, Susan Li, ayaa sheegtay in Meta AI ay gaartay 700 milyan oo isticmaale ah oo firfircoon oo bil kasta ah qeybta afraad, halka adeegga suuqgeynta Advantage+ ee ku shaqeeya AI uu kor u kacay 70%, taasoo keentay dakhli iyo faa'iidooyin q quarterly ah oo ka sarreeya filashada falanqeeyayaasha. Dhinaca kale, CEO-ga Microsoft, Satya Nadella, ayaa shaaca ka qaaday in heerka dakhli ee AI ee shirkadda uu gaaray $13 bilyan qeybtaas, isagoo ka sarreeya qiyaasta $10 bilyan ee Octomber, inkasta oo dakhliga daruuriga ah uu ka hooseeyo filashada. Agaasimayaasha labada shirkadood ayaa mar kale xaqiijiyay ballanqaadkooda maalgelin weyn oo ku aaddan kaabayaasha AI sanadkan.

Maareeyaha Maaliyadda Microsoft, Amy Hood, ayaa xaqiijisay qorshe $80 bilyan oo maaliyad ah oo loogu talagalay kaabayaasha sanadka 2025, iyadoo in ka badan $30 bilyan hore loogu bixiyay, taasoo ka dhigaysa koror ah 56% sanad-ka-sanad. CEO-ga Meta, Mark Zuckerberg, ayaa difaacay suurtagalnimada shirkaddiisa ee $65 bilyan oo maalgelin ah oo ku saabsan AI, isagoo muujinaya in kharashyada weyn ee lagu bixiyo ay siin doonaan faa'iido istiraatiijiyad dheer. Welwel ayaa soo kordhay oo ka dhashay Wall Street oo ku saabsan in baahida AI ay waddo kalsoonida maalgelinta, gaar ahaan iyadoo la tixgelinayo moodelka qiimaha jaban ee DeepSeek oo la tartamaya teknolojiyadda ku saleysan Mareykanka. Si kastaba ha noqotee, Nadella iyo Zuckerberg waxay muujiyeen kalsooni, iyagoo sheegay in hal-abuurka ka imaanaya shirkadaha cusub sida DeepSeek ay ugu dambeyntii kiciyaan baahida codsiyada AI ee barnaamijyadooda. Sidoo kale, waxaa la sheegay in SoftBank ay wada hadal ku jirto oo ay dhici karto in ay maalgelin xooggan oo dhan $25 bilyan ku sameyso OpenAI, taasoo shirkadda ka dhigeysa maalgeliyaha ugu weyn ee shirkadda AI-da, iyadoo sii muujinaysa kalsoonida awoodaha AI-ga ee Mareykanka. Maalgelintani waxay dheeraad noqon doontaa $15 bilyan oo hore loogu ballanqaaday mashaariicda wadajirka ah ee OpenAI iyo Oracle (ORCL) oo dhawaan la shaaciyay. Warbixintan ayaa la cusbooneysiiyay 30ka Janaayo, 2025, si ay u soo dhoofiso faahfaahin ku saabsan maalgelinta suurtagalka ah ee SoftBank ee OpenAI.