{"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\/news\/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 shlyer investimet, industria e AI-s\u00eb 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 gjigant\u00ebve teknologjik\u00eb n\u00eb infrastruktur\u00ebn e AI deri tani nuk kan\u00eb reflektuar rritjen e t\u00eb ardhurave nga kjo fush\u00eb, vuri n\u00eb dukje burimi. Tom's Hardware<\/a><\/noindex>. Sipas llogaritjeve t\u00eb David Cahn, analistit t\u00eb Sequoia Capital, kompanit\u00eb e industris\u00eb AI do t\u00eb duhet t\u00eb gjenerojn\u00eb rreth $600 miliard\u00eb n\u00eb vit p\u00ebr t\u00eb kompensuar shpenzimet p\u00ebr infrastruktur\u00ebn e tyre 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 n\u00eb $47,5 miliard\u00eb. Nj\u00eb pjes\u00eb e madhe e pajisjeve p\u00ebrb\u00ebhej nga akelerator\u00eb kompjuterik\u00eb p\u00ebr aplikacionet AI dhe llogaritjet me performanc\u00eb t\u00eb lart\u00eb.<\/p>\n

Kompani t\u00eb m\u00ebdha IT, si AWS, Google, Meta,\u2734<\/a><\/noindex>, Microsoft dhe shum\u00eb t\u00eb tjera, investuan n\u00eb m\u00ebnyr\u00eb t\u00eb konsiderueshme n\u00eb infrastruktur\u00ebn e tyre t\u00eb mund\u00ebsive artificiale n\u00eb vitin 2023 p\u00ebr t\u00eb mb\u00ebshtetur aplikacione si OpenAI ChatGPT. Lind pyetja: \u00abA do t\u00eb jen\u00eb n\u00eb gjendje ta kthejn\u00eb k\u00ebt\u00eb investim?\u00bb. Sipas David Khan, kjo mund t\u00eb n\u00ebnkuptoj\u00eb se jemi duke d\u00ebshmuar rritjen e nj\u00eb baloni financiar. <\/p>\n

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

Llogaritjet e Khan jan\u00eb mjaft t\u00eb thjeshta. Fillimisht, ai e dyfishon parashikimin e t\u00eb ardhurave aktuale t\u00eb Nvidia-s, p\u00ebr t'u p\u00ebrmbushur shpenzimet totale t\u00eb Qendr\u00ebs s\u00eb t\u00eb Dh\u00ebnave p\u00ebr mund\u00ebsit\u00eb artificiale, gjysma e t\u00eb cil\u00ebve jan\u00eb shpenzime p\u00ebr GPU-t\u00eb, nd\u00ebrsa pjesa tjet\u00ebr \u2014 p\u00ebr energjin\u00eb, nd\u00ebrtesat dhe gjenerator\u00ebt rezerv\u00eb. Pastaj, analisti e dyfishon p\u00ebrs\u00ebri shum\u00ebn p\u00ebr t\u00eb siguruar 50% t\u00eb fitimit bruto p\u00ebr p\u00ebrdoruesit p\u00ebrfundimtar\u00eb, si startupet ose nd\u00ebrmarrjet q\u00eb blejn\u00eb burime llogarituese p\u00ebr mund\u00ebsit\u00eb artificiale nga kompani si AWS ose Microsoft Azure, t\u00eb cilat gjithashtu duhet t\u00eb jen\u00eb me fitim.<\/p>\n

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

N\u00eb mes, 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. Me daljen e \u00e7ipave m\u00eb t\u00eb performuesh\u00ebm dhe m\u00eb t\u00eb shtrenjt\u00eb Nvidia B100\/B200, shuma e investimeve do t\u00eb vazhdoj\u00eb t\u00eb rritet.<\/p>\n

N\u00ebse kompania OpenAI, q\u00eb zhvilloi chatbot-in e mund\u00ebsive artificiale ChatGPT dhe p\u00ebrdor infrastruktur\u00ebn e Microsoft Azure, ka p\u00ebrjetuar 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, at\u00ebher\u00eb kompanit\u00eb e tjera n\u00eb fush\u00ebn e mund\u00ebsive artificiale p\u00ebr momentin nuk arrijn\u00eb as t\u00eb kalojn\u00eb mark\u00ebn e $100 milion\u00ebve t\u00eb ardhura. Megjithat\u00eb, investimet n\u00eb pajisjet p\u00ebr mund\u00ebsit\u00eb artificiale po rriten, theksoi Tom's Hardware.<\/p>\n

Sipas Kane, edhe parashikimet m\u00eb optimiste p\u00ebr t\u00eb ardhurat e kompanive t\u00eb m\u00ebdha teknologjike nga AI nuk i justifikojn\u00eb 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 e AI, dhe kompani t\u00eb tjera si Oracle, ByteDance, Alibaba, Tencent, X dhe Tesla do t\u00eb arrijn\u00eb t\u00eb gjenerojn\u00eb nga 5 miliard\u00eb dollar\u00eb t\u00eb ardhura secila, mbetet nj\u00eb diferenc\u00eb prej 500 miliard\u00eb dollar\u00ebsh.<\/p>\n

Si\u00e7 mendon analisti, tregu i AI ka nj\u00eb rrug\u00eb t\u00eb gjat\u00eb dhe t\u00eb v\u00ebshtir\u00eb p\u00ebrpara, pasi bizneset dhe startup-et duhet t\u00eb shpikin aplikacione q\u00eb sjellin para reale. Kane beson se industria duhet t\u00eb ul\u00eb pritshm\u00ebrit\u00eb p\u00ebr fitimin e shpejt\u00eb nga arritjet n\u00eb fush\u00ebn e AI, duke pranuar karakterin spekulativ t\u00eb investimeve aktuale dhe nevoj\u00ebn p\u00ebr inovacione t\u00eb q\u00ebndrueshme dhe krijimin e vler\u00ebs. P\u00ebrndryshe, nj\u00eb bubble me vler\u00eb qindra miliard\u00eb dollar\u00eb mund t\u00eb shp\u00ebrthej\u00eb dhe t\u00eb shkaktoj\u00eb nj\u00eb r\u00ebnie t\u00eb tregut.<\/p>\n

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