Kwenzekeni
I-AD HOC News ibika ukuthi uphenyo lwe-Financial Times luthole ukuthi i-Broadcom yelule cishe amaRandi ayizigidi eziyizinkulungwane ezingu-29 eziqinisekiso ze-off-balance sheet ukuze ibhale phansi ukwakhiwa kwesikhungo sedatha nokuthengwa kweprosesa, ikakhulukazi i-Anthropic ne-Google. Ngenkathi imali engenayo ye-Broadcom ye-Q3 inyuke ngo-86% yaya ku-$29.6 billion, iqhutshwa ukwanda okungama-221% ekuthengisweni kwephrosesa ye-AI yangokwezifiso, lezi zikweletu ezincikene azibhalwa njengesikweletu esivamile. Umphathi wale nkampani uHock Tan ukhuphule imigomo yemali engenayo ye-AI yaba ngama-dollar ayizigidi eziyizinkulungwane ezingama-58 ngonyaka wezimali ka-2026, kodwa abahlaziyi baphawula ukuthi u-71% wokuthunyelwa kwe-accelerator okuhleliwe kuncike kumakhasimende amabili kuphela, i-OpenAI ne-Anthropic.
I-AD HOC News icaphuna uphenyo lwe-Financial Times oluveza ukuthi izinkampani ezinkulu zobuchwepheshe zelule iziqinisekiso zenani elifinyelela ku-$300 billion ngonyaka odlule ukuze zibhale phansi ukwakhiwa kwesikhungo sedatha kanye nokuthengwa kweprosesa okukhethekile. Isabelo se-Broadcom saleli nani silinganiselwa ku-$29 billion, ikakhulukazi esiboshelwe ekuxhaseni ngezimali ama-chips emoto eyakhelwe inhloso eyasungulwa i-AI yokuqalisa i-Anthropic ngokubambisana ne-Google.
Lezi ziqinisekiso yenani eliyinsalela azifaneleki njengezikweletu ezivamile ngaphansi kwemithetho yamanje yokubala, okusho ukuthi zivela kumbhalo waphansi kunaseshidini lebhalansi. Nokho, uma ukusetshenziswa noma ukwenza imali kwengqalasizinda exhaswayo kwehluleka, lezi zibopho ezincikene zingaba umthwalo oqondile wezezimali we-Broadcom.
Naphezu kwale ngozi, ukusebenza kwe-Broadcom kuhlala kuqinile. Imali engenayo yekota yesithathu inyuke ngo-86% yaya ku-$29.6 billion, ngokuthengiswa kwephrosesa ye-AI yangokwezifiso kukhuphuke ngo-221% kuya ku-$16.7 billion, manje okubalelwa ngaphezu kwengxenye yesamba sebhizinisi lenkampani. Le nkampani ine-backlog ebikiwe ye- $ 179.2 billion, ihlinzeka ngokubonakala ezindaweni ezizayo.
U-CEO u-Hock Tan uphakamise isiqondiso, eqondise ku-$ 58 billion emalini engenayo ye-AI yezimali zika-2026, kanye nokuqagela kwama-dollar ayizigidi eziyizinkulungwane ezingu-115 ngo-2027 kanye nama-dollar ayizigidi eziyizinkulungwane ezingu-230 ngo-2028. Kodwa-ke, umthombo uphawula ukuthi izilinganiso ezilinganiselwa ku-71% zokuthunyelwa kwe-XPU yokusheshisa ukuthunyelwa ngemali ka-2027 kanye nama-oda ka-2028 kusuka ku-ZZAI no-2028 kusuka ku-ZZAI no-2028 I-Anthropic, igqamisa ubungozi bokugxila kwamakhasimende.
Imininingwane yomthombo: ad-hoc-news.de ↗
Kungani kubalulekile
Lokhu kuthuthukiswa kudalula ubungozi obukhulu besakhiwo ekukhuleni kwengqalasizinda ye-AI lapho izibopho ezinkulu zemali zifihlwe emibhalweni yaphansi yezezimali kunakumashidi ebhalansi. Uma isidingo se-AI sihamba kancane noma ukusetshenziswa kwengqalasizinda exhaswayo kuphazamiseka, lezi ziqinisekiso zingaba izikweletu eziqondile, ezingaba nomthelela ekuzinzeni kwezimali kwe-Broadcom. Ukuqoqwa kobungozi kumakhasimende ambalwa amakhulu kukhulisa lobu sengozini, kuphonsela inselelo ukusimama kwamamodeli asetshenziswayo e-AI amanje futhi kugqugquzele abatshalizimali ukuthi bahlole kabusha izindleko zangempela ze-AI buildout.
Ukufiphala kwalezi ziqinisekiso ze-off-balance sheet kudala iprimiyamu yengozi kubatshalizimali, njengoba ubukhulu obugcwele bezikweletu obunamandla bungabonakali ngokushesha kumamethrikhi wezezimali ajwayelekile. Lokhu kubekela inselele umbono wempilo yezezimali ye-Broadcom naphezu kokukhula okuqinile komugqa ophezulu.
Ukuthembela kakhulu enanini elincane lamakhasimende ngobuningi bokuthunyelwa kwesikhathi esizayo kwethula ubungozi besakhiwo. Uma i-OpenAI noma i-Anthropic inciphisa ukusetshenziswa kwemali noma ibhekana nezinkinga zezezimali, umbono wemali engenayo we-Broadcom ungase ube nomthelela omkhulu.
Lesi simo sigqamisa inkambiso ebanzi embonini ye-AI lapho ukusetshenziswa kwezimali okukhulu kwezimali kwenziwa ngaphansi kwezinhlaka zezezimali eziyinkimbinkimbi okungenzeka zingabonisi ngokugcwele ubungozi obukhona ezinhlakanikweni zendabuko zokubala.
I-Interactive Mechanism: Indlela Esebenza Ngayo Ngempela
Hlola ubuchwepheshe obuyisisekelo ngemuva kwalokhu kuthuthukiswa ngokuhlanganyela.
What should a useful AI forecast state?
Ongakubuka ngokulandelayo
Abatshalizimali kufanele baqaphe imibiko yenzuzo ezayo ye-Broadcom nganoma yiziphi izinguquko endleleni lezi ziqinisekiso ezidalulwa ngayo noma uma ziqala ukuba nomthelela ekungeneni kwemali. Ukwengeza, bheka izimpawu zokuncipha kwesidingo esivela ku-OpenAI kanye ne-Anthropic, kanye nokucutshungulwa kokulawula mayelana nokuxhaswa ngezimali okungaphandle kwe-balance sheet emkhakheni wezobuchwepheshe.
Qaphela izinzuzo zesikhathi esizayo ze-Broadcom zidinga noma yiziphi izibuyekezo mayelana nesimo salezi ziqinisekiso noma izinguquko ekuphathweni kwezimali.
Buka noma yiziphi izimpawu zokuncipha kwesidingo noma ama-oda ancishisiwe avela ku-OpenAI kanye ne-Anthropic, okungase kuqalise izikweletu ezincikene.
Qaphela intuthuko yokulawula mayelana nokuxhaswa ngezimali okungaphandle kwe-balance sheet kanye nezidingo zokudalula zokutshalwa kwezimali kwengqalasizinda ye-AI.