{"id":117044,"date":"2024-07-07T03:44:29","date_gmt":"2024-07-07T01:44:29","guid":{"rendered":"https:\/\/prohoster.info\/blog\/novosti-interneta\/ii-eto-puzyr-chtoby-okupit-vlozheniya-ii-industrii-nuzhno-nauchitsya-zarabatyvat-na-poryadki-bolshe"},"modified":"2024-07-07T03:44:29","modified_gmt":"2024-07-07T01:44:29","slug":"ii-eto-puzyr-chtoby-okupit-vlozheniya-ii-industrii-nuzhno-nauchitsya-zarabatyvat-na-poryadki-bolshe","status":"publish","type":"post","link":"https:\/\/prohoster.info\/sq\/blog\/novosti-interneta\/ii-eto-puzyr-chtoby-okupit-vlozheniya-ii-industrii-nuzhno-nauchitsya-zarabatyvat-na-poryadki-bolshe","title":{"rendered":"AI \u00ebsht\u00eb nj\u00eb fllusk\u00eb: p\u00ebr t\u00eb rikuperuar investimet, industria e AI duhet t\u00eb m\u00ebsoj\u00eb t\u00eb fitoj\u00eb shum\u00eb m\u00eb tep\u00ebr.","gt_translate_keys":[{"key":"rendered","format":"text"}]},"content":{"rendered":"

Investimet e m\u00ebdha t\u00eb gjigand\u00ebve teknologjik\u00eb n\u00eb infrastruktur\u00ebn e AI deri tani nuk kan\u00eb pasur reflektim n\u00eb rritjen e t\u00eb ardhurave nga ky sektor, theksoi burimi. Tom’s Hardware<\/a><\/noindex>Sipas llogaritjeve t\u00eb David Cahn, analistit t\u00eb Sequoia Capital, kompanit\u00eb e industris\u00eb s\u00eb AI duhet t\u00eb fitojn\u00eb rreth $600 miliard\u00eb n\u00eb vit p\u00ebr t\u00eb kompensuar shpenzimet p\u00ebr infrastruktur\u00ebn e tyre t\u00eb AI, p\u00ebrfshir\u00eb Qendrat e t\u00eb Dh\u00ebnave.<\/p>\n

<\/center> \t\t\t\t \"AI <\/p>\n

Vitin e kaluar, t\u00eb ardhurat e Nvidia nga shitja e pajisjeve p\u00ebr Qendrat e t\u00eb Dh\u00ebnave arrit\u00ebn $47.5 miliard\u00eb. Gjat\u00eb k\u00ebsaj periudhe, pjesa m\u00eb e madhe e pajisjeve p\u00ebrb\u00ebnte akcelerator\u00eb kompjuterik\u00eb p\u00ebr aplikacionet e AI dhe llogaritjet me performanc\u00eb t\u00eb lart\u00eb.<\/p>\n

Kompanit\u00eb m\u00eb t\u00eb m\u00ebdha IT, si AWS, Google, Meta\u2734<\/a><\/noindex>, Microsoft dhe shum\u00eb t\u00eb tjera, investuan shum\u00eb n\u00eb infrastruktur\u00ebn e tyre t\u00eb AI n\u00eb vitin 2023 p\u00ebr t\u00eb operuar aplikacione si OpenAI ChatGPT. Lind pyetja: \u00abA do t\u00eb jen\u00eb n\u00eb gjendje t\u00eb rikthejn\u00eb k\u00ebto investime?\u00bb. Sipas David Kan, kjo mund t\u00eb n\u00ebnkuptoj\u00eb se jemi d\u00ebshmitar\u00eb t\u00eb rritjes s\u00eb nj\u00eb baloni financiar. <\/p>\n

<\/center> <\/p>\n

Llogaritjet e Kan jan\u00eb mjaft t\u00eb thjeshta. P\u00ebr fillim, ai dyfishon parashikimin e t\u00eb ardhurave aktuale t\u00eb Nvidia, p\u00ebr t\u00eb mbuluar shpenzimet totale t\u00eb Qendr\u00ebs s\u00eb t\u00eb Dh\u00ebnave t\u00eb AI, gjysma e t\u00eb cilave jan\u00eb shpenzime p\u00ebr GPU, nd\u00ebrsa pjesa tjet\u00ebr \u2014 shpenzime p\u00ebr energjin\u00eb, nd\u00ebrtesat dhe gjenerator\u00ebt rezerv\u00eb. M\u00eb pas, analisti p\u00ebrs\u00ebri dyfishon shum\u00ebn, p\u00ebr t\u00eb siguruar 50% t\u00eb marzhit t\u00eb bruto fitimit p\u00ebr p\u00ebrdoruesit p\u00ebrfundimtar\u00eb, si\u00e7 jan\u00eb startup-et ose bizneset q\u00eb blejn\u00eb burime kompjuterike AI nga kompani si AWS ose Microsoft Azure, t\u00eb cilat gjithashtu duhet t\u00eb jen\u00eb me fitim.<\/p>\n

Ofruesit e sh\u00ebrbimeve cloud, si p.sh. Microsoft, investojn\u00eb shuma t\u00eb konsiderueshme n\u00eb blerjen e GPU-ve. Sipas t\u00eb dh\u00ebnave nga Nvidia, gjysma e t\u00eb ardhurave t\u00eb saj nga Qendrat e t\u00eb Dh\u00ebnave vjen nga ofruesit e m\u00ebdhenj t\u00eb sh\u00ebrbimeve cloud. N\u00eb k\u00ebt\u00eb kontekst, vet\u00ebm Microsoft i ka sjell\u00eb Nvidia-s rreth 22% t\u00eb t\u00eb ardhurave n\u00eb tremujorin e kat\u00ebrt t\u00eb vitit financiar 2024.<\/p>\n

Nd\u00ebrkoh\u00eb, n\u00eb tremujorin e par\u00eb t\u00eb vitit financiar 2025, Nvidia shiti GPU p\u00ebr Qendrat e t\u00eb Dh\u00ebnave me nj\u00eb vler\u00eb prej rreth 19 miliard\u00eb dollar\u00ebsh. Me daljen e \u00e7ipave m\u00eb t\u00eb fuqish\u00ebm dhe m\u00eb t\u00eb shtrenjt\u00eb Nvidia B100\/B200, shuma e investimeve do t\u00eb rritet.<\/p>\n

N\u00ebse kompania OpenAI, e cila zhvilloi chatbot-in AI ChatGPT dhe p\u00ebrdor infrastruktur\u00ebn Microsoft Azure, ka arritur nj\u00eb rritje t\u00eb konsiderueshme t\u00eb t\u00eb ardhurave: nga $1.6 miliard\u00eb n\u00eb fund t\u00eb vitit 2023 n\u00eb $3.4 miliard\u00eb n\u00eb vitin 2024, t\u00eb tjerat n\u00eb fush\u00ebn e AI ende nuk arrit\u00ebn as shifr\u00ebn prej $100 milion\u00eb t\u00eb ardhurash. Megjithat\u00eb, investimet n\u00eb pajisjet AI po rriten, vuri n\u00eb dukje Tom's Hardware.<\/p>\n

Si\u00e7 pretendon Kan, edhe parashikimet m\u00eb optimiste p\u00ebr t\u00eb ardhurat e kompanive t\u00eb m\u00ebdha teknologjike nga AI nuk po p\u00ebrmbushin pritshm\u00ebrit\u00eb. N\u00ebse supozojm\u00eb se Google, Microsoft, Apple dhe Meta\u2734<\/a><\/noindex> do t\u00eb fitojn\u00eb \u00e7do vit nga 10 miliard\u00eb dollar\u00eb nga zgjidhjet AI, nd\u00ebrsa kompanit\u00eb e tjera si Oracle, ByteDance, Alibaba, Tencent, X, dhe Tesla do t\u00eb mund t\u00eb generonin nga 5 miliard\u00eb dollar\u00eb secila, mbetet nj\u00eb diferenc\u00eb prej 500 miliard\u00eb dollar\u00ebsh.<\/p>\n

Sipas analistit, tregu i AI-s\u00eb e pret nj\u00eb rrug\u00eb t\u00eb gjat\u00eb dhe t\u00eb v\u00ebshtir\u00eb, pasi q\u00eb kompanit\u00eb dhe startupet ende duhet t\u00eb krijojn\u00eb aplikacione q\u00eb gjenerojn\u00eb para reale. Kan beson se industria duhet t\u00eb temperoj\u00eb pritshm\u00ebrin\u00eb p\u00ebr fitime t\u00eb shpejta nga arritjet n\u00eb fush\u00ebn e AI-s\u00eb, duke njohur karakterin spekulativ t\u00eb investimeve aktuale dhe nevoj\u00ebn p\u00ebr inovacione t\u00eb q\u00ebndrueshme dhe krijimin e vler\u00ebs. N\u00eb t\u00eb kund\u00ebrt, nj\u00eb bubble prej qindra miliard\u00ebsh dollar\u00ebsh mund t\u00eb shp\u00ebrthej\u00eb dhe t\u00eb shemb\u00eb tregun.<\/p>\n

Burimi:<\/strong><\/p>\n