Kada ku ji tsoron yiwuwar samun kumfa na AI, ba za mu gaza ba ko ta yaya, in ji Christian Bruch, shugaban kamfanin Siemens Energy, ga masu zuba jari na kamfanin. A cikin 'yan watannin nan, Siemens Energy ta zama tauraro a kasuwar hannayen jari ta Jamus. Hannun jarinta sun tashi da sauri fiye da sauran, wanda hakan ya haifar da karuwar kashi 30-34% a cikin odar injinan iskar gas. Manyan abokan cinikin injinan su ne masu su. cibiyoyin bayanai, wanda ke fafatawa da juna da kuma duniya baki ɗaya, wanda shine abin da ke haifar da damuwa.
Masu zuba jari a Siemens Energy suna fargabar cewa karuwar AI za ta iya ƙarewa a kowane lokaci—kumfa da wannan batu ke haifarwa na iya fashewa, wanda zai bar Siemens Energy da fayil ɗin oda na farko waɗanda ba za su taɓa zama kayayyakin da aka gama ba. Wannan zai shafi farashin hannun jarin kamfanin kai tsaye, wanda zai ragu, domin kasuwancin makamashi shine babban tushen samun kuɗin shiga na kamfanin.
"Zuwa yanzu, mun ga [odar samar da injin turbine] yin rajistar mutane-da-mutane ya zama oda mai inganci," in ji Bruch a ranar Laraba a Bloomberg Television. "Ina da kwarin gwiwa cewa za a buƙaci wannan ƙarfin a nan gaba."
Bukatun AI ba wai kawai sun bar Turai da ke fama da yunwar makamashi ba, har ma da Amurka, inda ba a gina sabbin man fetur ko tashoshin makamashin nukiliya tsawon shekaru da dama ba tare da tanadin makamashi ba. AI ta "yi watsi da" tsarin samar da makamashi mai kyau - kawai bai isa ba. Shi ya sa Microsoft, Amazon, Google, da sauransu ke gina nasu tashoshin samar da wutar lantarki na injinan iskar gas, ta haka suna samar da wutar lantarki a cikin ɗan gajeren lokaci.
A cikin kwata na farko na kasafin kuɗi na 2026, jimillar kuɗin oda na Siemens Energy ya karu da fiye da kashi 30-34%, wanda ya kai Yuro biliyan 17,6 (kimanin dala biliyan 21). Sashen Ayyukan Gas ya yi fice, inda ya sami mafi girman adadin injinan iskar gas guda 102 da aka yi rajista. Wannan ya haifar da rikodin oda na Yuro biliyan 146 (kimanin dala biliyan 174). Kimanin kashi 40% na odar injinan iskar gas sun fito ne daga Amurka, inda manyan kamfanonin fasaha ke gina cibiyoyin bayanai. An kuma lura da ƙarin buƙata a Turai (Poland, Turkey), Taiwan, da sauran yankuna. Wannan yana ba masana'anta kwarin gwiwa cewa samfuransa za su kasance cikin buƙata.
Sakamakon kuɗi na kamfanin ma yana da ban sha'awa: ribar da aka samu kusan ta ninka sau uku idan aka kwatanta da bara. Ƙarfin ci gaban da aka samu a fannin samar da injinan iskar gas da kuma rarraba wutar lantarki (masu canza wutar lantarki, maɓallan wuta, da sauransu) ya daidaita matsalolin da ke tattare da kasuwancin iskar Siemens Gamesa, inda asara, kodayake ta ragu, ta ci gaba. Kamfanin yana fatan komawa ga riba a shekarar 2026. Don cimma wannan, yana da niyyar tabbatar da kwangiloli da dama don gyara injinan iska a ayyukan da aka riga aka tsara, misali, a yayin soke sabbin umarni a Amurka. Amma wannan zai zama wani labari daban.
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source: 3dnews.ru
