I-Alphabet idlula i-Apple emakethe yamasheya ngenxa yokutshala kwayo imali ekuhlakanipheni kokwenziwa.

Ushintsho oluphezulu ezikhundleni zemakethe yamasheya emhlabeni lunesici esicacile: ubuhlakani bokwenziwa sebube umugqa omkhulu ohlukanisa phakathi kwe-Alphabet ne-Apple . Inkampani engumzali kaGoogle ikwazile ukudlula inkampani enkulu ye-Cupertino futhi yaqinisa isikhundla sayo njengenkampani yesibili ebaluleke kakhulu emhlabeni, ilandela i-Nvidia kuphela, iqhutshwa intshiseko yabatshalizimali ezungeze intuthuko yayo ku-AI.

Lesi sinyathelo asisho ukuthi i-Apple izowa, okusafanele ama-trillion amaningana amadola, kodwa sibonisa ushintsho endleleni ebonwa ngayo: imakethe ivuza izinkampani zobuchwepheshe ezibonisa isu le-AI eliqinile nelisebenzayo , kuyilapho ijezisa ukuqapha ngokweqile noma ukubambezeleka kule ndawo, into eqala ukubonakala ekulinganisweni kwentengo yomenzi we -iPhone.

Ukudlula komlando: I-Alphabet iqinisa isikhundla sayo njengenkampani yesibili ngobukhulu emhlabeni

I-athikili ehlobene:

I-Intel Gaudi 3 manje isiyatholakala ku-IBM Cloud: enye indlela enamandla nengabizi yebhizinisi i-AI.

Ezingqungqutheleni zokuhweba zakamuva, amasheya e-Alphabet akhuphuke cishe ngo- 2%-2,5% ngosuku olulodwa , okwenza imali yemakethe yayo ibe phakathi kuka- $3,88-$3,95 trillion (cishe u-€3,39 trillion). Okwamanje, amasheya e-Apple abhekane nochungechunge lokwehla kanye nokuncishiswa okuncane , okubeka inani lemakethe yayo cishe ku- $3,80-$3,85 trillion.

Lokhu akusikho nje ushintsho lwesikhashana ezikhundleni: kungokokuqala kusukela ngo-2019 ukuthi i-Alphabet idlule i-Apple njalo ngokusetshenziswa kwemali emakethe. Ezinsukwini zakamuva zokuhweba, ukuhola kwenkampani ngemuva kwenjini yokusesha ye-Google kuye kwanda, kusondela uphawu olungokomfanekiso lwama- $4 trillion.

Ngaphezu kwazo zombili kusasele iNvidia, ehamba phambili emhlabeni wonke ngenani elicishe libe yi-$4,5-4,6 trillion , eliqhutshwa futhi ukwanda kobuhlakani bokwenziwa kanye nama-semiconductor asebenza kahle kakhulu . Noma kunjalo, ukukhuphuka kwe-Alphabet kanye nokwehla kwe-Apple kuphinde kwakha kabusha ipulatifomu yobuchwepheshe bomhlaba wonke.

Lolu shintsho luphinde lube nesici esiqinile esingokomfanekiso eWall Street: I-Alphabet yayichithe iminyaka ishintshana ngezikhundla ne-Apple ne-Microsoft , futhi manje ibuyela esinyathelweni sesibili se-podium yaseMelika, indawo eyayingakaze ihlale kuyo kusukela ngaphambi kokunyuka okukhulu kweNvidia.

Ukuhlasela kwe-Alphabet kubuhlakani bokwenziwa: i-Gemini, i-DeepMind kanye nama-chips ayo

Isizathu esiyinhloko salokhu kuthuthuka sisekutheni okwamanje okuyisisusa esikhulu sokukhula kobuchwepheshe: ubuhlakani bokwenziwa njengenjini yebhizinisi ehlanganisa zonke izingxenye . I-Alphabet isheshise imizamo yayo kule ndawo, futhi abatshalizimali baphendule.

Ngonyaka odlule, amasheya enkampani engumzali we-Google akhuphuke cishe ngo-65%-66% , ukusebenza kwawo okuhle kakhulu kusukela ekupheleni kwenkinga yezezimali ka-2009. Lokhu kusebenza kubeke, ngokusho kokuhlaziywa okuningana, njengesitoko esivelele kakhulu eqenjini lalabo ababizwa ngokuthi "i-Magnificent Seven" , ngisho nangaphambi kokusebenza kwe-Nvidia ngaleso sikhathi esifanayo.

Phakathi kwezinyathelo ezibalulekile kakhulu ukuqaliswa kweGemini , umndeni wakwa-Google wamamodeli e-AI akhiqizayo . Le nkampani ishintshe izinguqulo kuze kufike ku-Gemini 3.0, iyihlanganisa nezinsizakalo ezibalulekile njenge -Android , i-Gmail, i-YouTube, injini yokusesha yendabuko, kanye namathuluzi okukhiqiza. Ukubuyekezwa okuhle kwe-Gemini kusize ekunciphiseni ukwesaba kokuthi i-ChatGPT kanye nezinye izinkundla ze-AI zizosusa ukubusa kwe-Google kwezinjini zokusesha.

Okwenezela kuleli cebo umfutho we- DeepMind, isigaba socwaningo lwe-AI sika-Alphabet , kanye nokuthuthukiswa kwengqalasizinda yayo. Le nkampani iveze izizukulwane ezilandelanayo zama -chip ayo e-TPU (Tensor Processing Unit) njengendlela ehlukile kune-processors ye-Nvidia yezikhungo zedatha. Abahlaziyi bemakethe balinganisela ukuthi, uma behlanganiswa, amabhizinisi e-TPU kanye ne-DeepMind angafinyelela amanani ahlanganisiwe acishe abe yi-trillion dollars.

Okwamanje, i-Google Cloud isayina izinkontileka ezinkulu namakhasimende afuna amakhono e-AI athuthukile. Le nkampani ibike ukuthi engxenyeni yokuqala ka-2025, ivale amadili amaningi adlula amaRandi ayizigidi eziyizinkulungwane eziyi-1.000 kunaseminyakeni eminingana edlule ihlanganisiwe, okuqinisa umqondo wokuthi isidingo sengqalasizinda ye-AI siholela emalini engenayo ephindaphindayo.

Imiphumela eqinile kanye nokuzethemba kwabatshalizimali ku-Alphabet

Isifiso sobuhlakani bokwenziwa besingeke sanele ngaphandle kwezinombolo ezisekela lokhu. Kulokhu, izingxenye zamuva ze-Alphabet zidlule okulindelwe emakethe , kokubili ngenzuzo kanye nenzuzo.

Kwikota yesithathu ka-2025, inkampani engumzali we-Google ibike inzuzo ecishe ibe yizigidigidi ezingama-35.000 zamaRandi , okumele ukwanda konyaka nonyaka okungaba ngu-33% . Imali engenayo ifinyelele cishe ku- $102.000 billion , okubonisa ukukhula cishe okungu -16% uma kuqhathaniswa nesikhathi esifanayo sonyaka odlule.

Le miphumela ihambisane nezinqumo zomthetho ezingaqinile kangako njengoba abanye abatshalizimali babesaba, njengesinqumo sikahulumeni sokuvimbela ukuthembana e-United States esagcina singabi lukhuni kangako . Lokhu kukhululeka kunciphise okunye kokucindezeleka ebhizinisini layo lokusesha nokukhangisa.

Ukuhlanganiswa kokukhula kwamafu, ukwenza imali nge-AI, ukuzinza kwezinjini zokusesha, kanye nokwanda ezindaweni ezintsha njenge-TPU kuqinise indaba ye-Alphabet njengomunye wabaphumelele kakhulu emjikelezweni wobuchwepheshe bamanje. Akuyona into engaqondakali ukuthi, emehlweni abanye abahlaziyi, i-Google "ingase izibeke endaweni yayo ukuze ibe yipulatifomu ye-AI evelele."

Ngaphandle kwamabhizinisi ayo ayinhloko, i-Alphabet inezimpahla ezinhle njenge- Waymo, inkampani yayo yezimoto ezizimele , ehola imakethe ye-robotaxis esanda kuvela e-United States futhi ihlose ukulinganisa okungafinyelela ku-$110.000 billion, ngokusho kwezilinganiso ezahlukene zemboni.

I-Apple: imiphumela emihle yezezimali, kodwa ukungabaza ngomjaho we-AI

Isimo se-Apple siyinkimbinkimbi kakhulu kunalokho okushiwo ukuwela endaweni yesithathu ngenani lemakethe. Le nkampani iyaqhubeka nokukhiqiza inzuzo enkulu futhi igcina isisekelo sabasebenzisi abathembekile kakhulu kumadivayisi nezinsizakalo zayo , kodwa ukugxila kwemakethe kushintshele ekuhlakanipheni kokwenziwa, lapho indima yayo ingavelele khona.

Engxenyeni yayo yesine yezimali ka-2025, i-Apple ibike imali engenayo eyi-$27.466 billion , ukwenyuka okucishe kube ngu-87% uma kuqhathaniswa nesikhathi esifanayo sonyaka odlule . Imali engenayo ifinyelele cishe ku- $102.466 billion , okumele ukukhula konyaka nonyaka okucishe kube ngu-8% futhi kudlule okulindelwe ngabahlaziyi.

Noma kunjalo, unyaka wonke, isitoko se-Apple sikhuphuke cishe ngo-9% , ngokusobala sisemuva kwe-S&P 500 futhi sisemuva kakhulu kwenzuzo ye-Alphabet noma i-Nvidia. Incazelo yemakethe iwukuthi, naphezu kwemiphumela yayo eqinile, i-Apple ayiyona ingxenye yeqembu elihola umjikelezo omusha we-AI.

Ngaphezu kwalokho, inkampani ibhekene nokucindezeleka okwengeziwe kwezepolitiki kanye nochungechunge lokuhlinzeka . Ukungezwani neChina kanye nezindleko ezihambisana nokwehlukahluka kokukhiqiza kwamanye amazwe kudala ukungaqiniseki mayelana nokuguquka kwenzuzo yayo eminyakeni ezayo.

Ngasohlangothini lwenkampani, ukuqagela nakho kugcwele mayelana nekusasa lethimba layo labaphathi , okuhlanganisa nokuthatha umhlalaphansi kukaTim Cook esikhathini esimaphakathi, into imakethe eyiqapha eduze uma kubhekwa isikhathi esibalulekile inkampani ebhekene naso.

Ibhizinisi elingakaqedwa: Isu le-Apple ekuhlakanipheni kokwenziwa

Imbangela enkulu yokukhathazeka phakathi kwabatshalizimali akuyona into ebalulekile, kodwa imephu yobuchwepheshe. I-Apple ihambe ngesivinini esikhulu kakhulu kunezimbangi zayo emncintiswaneni we -AI ekhiqizayo , futhi leso sixwayiso manje sihunyushwa njengesibopho esingaba khona.

Kusukela kwavela i-ChatGPT, isu le-Apple ligxile kakhulu ekuhlanganiseni ubuchwepheshe bezinkampani zangaphandle kunokwethula ngokushesha ipulatifomu yayo enkulu. Ezinyangeni zakamuva, inkampani imemezele izivumelwano ne-OpenAI zokufaka i-ChatGPT kumadivayisi ayo kanye nenkontileka ebalulekile ne-Google yokusebenzisa i-Gemini njengesisekelo samakhono athuthukile omsizi wayo we-Siri . Lesi sivumelwano sokugcina sigcwalisa ilungiselelo elikhona elenza i-Google ibe yinjini yokusesha ezenzakalelayo ngaphakathi kwe-ecosystem ye-Apple.

Ngesikhathi esifanayo, inkampani yethule i-Apple Intelligence ngomqondo wokweluka ungqimba lwe-AI phezu kwekhathalogi yayo yemikhiqizo nezinsizakalo. Kodwa-ke, izithiyo ziye zaxoxwa kabanzi kunempumelelo , ikakhulukazi mayelana ne-Siri, umsizi ongokoqobo owasungulwa ngo-2011 futhi manje ubhekwa njengophelelwe yisikhathi uma kuqhathaniswa neminikelo yomncintiswano.

Isibuyekezo esikhulu esithenjisiwe seSiri, esibhekwa njengoshintsho olukhulu kakhulu selokhu yasungulwa okokuqala, sibambezelekile futhi sahlehliswa kwaze kwaba ngu-2026 ngemuva kokwehluleka ukufeza imigomo yangaphakathi. Lokhu kubuyela emuva kwabangela izinguquko eziphezulu ze-Apple Intelligence, ngokusula esikhundleni kwenhloko yayo, uJohn Giannandrea, kanye nokuqokwa kuka- Amar Subramanya, umphathi onolwazi kwa-Google kanye ne-Microsoft , ukuzama ukubuyisela lo msebenzi endleleni.

Lokhu kuqongelela kokubambezeleka kanye nokuhlelwa kabusha kuholele ingxenye yemakethe ukuthi ibone i-Apple njengenkampani ephuzile umjaho we-AI okhiqizayo , egxile kakhulu ekuthuthukiseni amadivayisi ayo endabuko kanye nezinsizakalo kunokuncintisana empini yamapulatifomu amakhulu obuhlakani bokwenziwa.

Umjikelezo oshintshayo emkhakheni wezobuchwepheshe kanye nombono waseYurophu

Ukusatshalaliswa okusha kwamandla emakethe yamasheya phakathi kwe-Alphabet, i-Apple, ne-Nvidia kungaphezu nje kwendaba yezibalo zezinkanyezi. Kuphawula ushintsho emjikelezweni, lapho ikhono lokuqamba nokwenza i-AI lithwala isisindo esiningi, noma ngaphezulu, kunokuthengiswa kwehadiwe , noma ngabe imikhiqizo ingaba yinto ephawulekayo kangakanani.

Ezimakethe zaseYurophu, lolu shintsho lunemiphumela eminingana. Ngakolunye uhlangothi, inzuzo ecacile yama-giants ase-US kumapulatifomu e-AI iqinisa impikiswano mayelana nokuzimela kobuchwepheshe be-European Union, okusantula abadlali abanobukhulu obufanayo ezindaweni ezifana namamodeli amakhulu ayisisekelo noma ama-chip ajwayelekile e-AI.

Ngesikhathi esifanayo, ukubaluleka okukhulayo kobuhlakani bokwenziwa ekulinganisweni kwezinkampani ezifana ne-Alphabet ne-Nvidia kuqinisa impi yokulawula phakathi kweBrussels neSilicon Valley. I-EU ithuthuke ohlakeni oluthile lokulawula lwe-AI, kuyilapho i-United States ikhetha indlela eguquguqukayo. Lo mehluko endleleni yokusebenza ungathinta kokubili isivinini sokusetshenziswa kwalolu buchwepheshe eYurophu kanye nokubambisana phakathi kwezinkampani zase-US nabadlali bendawo.

Enkundleni yokutshalwa kwezimali, izimakethe zamasheya zaseYurophu zibheke eduze ukwanda kwamasheya ezobuchwepheshe base-US, lapho imali yawo ehlanganisiwe yemakethe idlula kakhulu usayizi wezinkomba eziningi zaseYurophu. Izimali zaseYurophu kanye nabaphathi bezimpahla abanolwazi lwe-Alphabet, i-Apple, noma i-Nvidia bayazuza kulezi zinyathelo , yize bebhekene nenselele yokulinganisela lokhu kubheja ngokusekelwa kwabaholi besifunda kuma-semiconductors, i-cloud computing, noma i-cybersecurity.

Konke lokhu kwenzeka esimweni lapho ubuhlakani bokwenziwa sebuyinto ebalulekile ekuhloleni ukuncintisana kwezomnotho . IYurophu izama ukuzibeka endaweni yayo ngokutshalwa kwezimali komphakathi, izivumelwano zezimboni, kanye nemithethonqubo, kuyilapho imakethe, okungenani okwamanje, iqhubeka nokunikeza ukuvelela ku-AI ezinkampanini ezinkulu zobuchwepheshe zaseMelika.

Umbango ochazwe kabusha yi-AI

Sekuyiminyaka, umbango phakathi kwe-Alphabet ne-Apple ulinganiswa ekuthengisweni kwefoni ephathekayo, isabelo semakethe yesistimu yokusebenza , imali engenayo yesevisi, kanye nemincintiswano ngezikhathi ezithile ukuze kube yinkampani ebaluleke kakhulu emhlabeni. Nokho, isigaba sakamuva salo mbango sichazwa ngesivinini inkampani ngayinye ejwayela ngaso indlela entsha yobuhlakani bokwenziwa.

I-Alphabet iphumelele ukuguqula indaba yengozi—ukwesaba ukuthi injini yayo yokusesha “izosuswa” yi-AI ekhiqizayo—yaba yithuba, iqinisa injini yayo yokusesha ngamamodeli afana ne-Gemini, yandisa ingqalasizinda yayo yamafu, futhi yathuthukisa ihadiwe yayo ye-AI. Lolu shintsho luguqule umuzwa wabatshalizimali futhi lwakhuphula intengo yesitoko sayo.

I-Apple, yona, iyaqhubeka nokuthembela ohlelweni olunenzuzo kakhulu lwamadivayisi nezinsizakalo, kodwa ibhekene nengcindezi yokubonisa ukuthi ingahola nabasizi abahlakaniphile kanye nokuhlangenwe nakho okuqhutshwa yi-AI . Izivumelwano zayo zakamuva ne -OpenAI kanye ne-Google, kanye nokuhlelwa kabusha kwe-Apple Intelligence, ziphakamisa ukuthi kungase kube noshintsho endleleni, yize imakethe isalinde ubufakazi obucacile obengeziwe.

Ukwanda kwemakethe yamasheya ka-Alphabet akuqedi ukuncintisana phakathi kwalezi zinkampani ezimbili, kodwa kugcizelela umqondo wokuthi umzabalazo omkhulu olandelayo wamandla kwezobuchwepheshe uzogxila ekutheni ubani ophethe amapulatifomu obuhlakani bokwenziwa . Kule nkundla, yonke ikota yentuthuko—noma ukungaqiniseki—iya ngokuya iba yinto ebaluleke kakhulu kunanini ngaphambili.

Isaka

Umbhali oshisekayo ngomhlaba wamabhayithi nobuchwepheshe ngokujwayelekile. Ngiyathanda ukwabelana ngolwazi lwami ngokubhala, futhi yilokho engizokwenza kule bhulogi, ngikubonise zonke izinto ezithakazelisayo kakhulu ngamagajethi, isofthiwe, ihadiwe, izitayela zobuchwepheshe, nokuningi. Inhloso yami ukukusiza ukuthi uzulazule emhlabeni wedijithali ngendlela elula nejabulisayo.