I-fiberglass iseduze ne-AI: ukushoda, amanani, namandla afihliwe

Isibuyekezo sokugcina: 16/01/2026
Author: Isaka
  • Ingilazi ye-T kaNittobo iyinto ebalulekile futhi entulekayo yezingxenye ze-chip ezithuthukisiwe, okuyisihluthulelo sokukhula kwe IA.
  • Isidingo esikhulu sama-GPU kanye hardware Ku-AI, lokhu kudala isithiyo esifana nese-RAM futhi kubeka ingcindezi ephezulu emananini.
  • I-Apple, i-Qualcomm kanye nabanye abakhiqizi bancintisana ukuthola ukunikezwa ngenkathi i-Nittobo ikhula ngokucophelela futhi kuvela ezinye izindlela e-Asia.
  • I-Corning iqinisa isikhundla sayo njengomhlinzeki wecebo lengilazi kanye ne-fiber optics yezikhungo zedatha namadivayisi phakathi nokwanda okusheshayo kwe-AI.

isidingo se-fiberglass kanye ne-AI

Umjaho we ukuhlakanipha okufakelwayo Lokhu kubangela ingcindezi enkulu ochungechungeni lokuhlinzekwa kobuchwepheshe, futhi elinye lamaphuzu abucayi kakhulu linegama nesibongo: i-fiberglass enembile kakhulu esetshenziswa kuma-chips nama-circuitsLokho okwakuyinto engavamile eminyakeni embalwa edlule sekuyindlela ehlakaniphile ekwazi ukuthonya ukuqaliswa kwebhizinisi, ukutshalwa kwezimali kwezigidi eziningi zamaRandi, ngisho nenqubomgomo yezimboni yamazwe amaningana.

Ngemuva kwale fibre ekhethekile, ehluke kakhulu kuleyo etholakala kuma-insulation noma kuma-surfboard, kunezinkampani ezimbalwa zaseJapan naseShayina, kodwa ngaphezu kwakho konke, umlingiswa oyedwa ongaphikiswa: I-Nitto Boseki (i-Nittobo), umhlinzeki okhethekile walokho okubizwa ngokuthi ingilazi noma indwangu yengilaziIsidingo esidalwe yi-AI chips evela ku- I-NVIDIA, -GoogleI-Amazon kanye nezinye izinkampani ezinkulu ze-inthanethi zelula amandla azo kuze kube sezingeni elifanele, zivula umnyango wokwenyuka kwamanani, ukubambezeleka, kanye nobunzima obusha bomhlaba wonke obufana nobo obukhona nge-RAM.

Kusukela kubaluki ababili baseJapan kuya ensika engabonakali yesikhathi sama-chip

Eminyakeni engaphezudlwana kwekhulu edlule, izinkampani ezimbili zezindwangu zaseJapan, iFukushima Boseki Co., Ltd. kanye neKatakura Seishi Iwashiro Bosekisho, zanquma ukuhlanganisa amandla ukudala lokho esikwaziyo namuhla ngokuthi iNitto Boseki Co. Ltd., noma nje I-Nittobo, isiqhwaga esiqondayo esiluka "indwangu" okusekelwe kuyo ama-chip anamuhlaLokho okwaqala njengebhizinisi lezindwangu kwashintsha kancane kancane kwaba izinto ezithuthukisiwe, ikakhulukazi lezo eziphathelene nengilazi.

Emashumini eminyaka edlule, le nkampani yaseJapan yashiya izindwangu zendabuko yaya ekukhiqizeni imicu yobuchwepheshe. Ngo-1938, cishe ngesikhathi esifanayo ne-Owens Corning Fiber Glass e-United States, i-Nittobo yaba enye yezinkampani zokuqala emhlabeni ukukhiqiza i-fiberglass ngezinga lezimboniukuvula insimu enkulu yezicelo zezimboni neze-elekthronikhi, el tiempoBabezoqala ukugxeka.

Intuthuko enkulu kwezobuchwepheshe yafika ngo-1969, lapho inkampani yaqala ukuthuthukisa indwangu yengilazi encane kakhulu futhi efanayo, eyaziwa ngokuthi indwangu yengilazi. Le nto yaqala ukusetshenziswa njenge isisekelo samabhodi wesekethe aphrintiwe (ama-PCB) agcwalisa noma iyiphi idivayisi kagesiIsihluthulelo kwakuwukuthola indwangu eqinile, engashisi, enezakhiwo ezibonakalayo eziqondile ukuze imelane nezinqubo zokukhiqiza ezidinga kakhulu.

Emuva ngo-1984, iNittobo yethula ingilazi yayo edumile ye-T, ukuvela kwendwangu ye-fiberglass eyathatha ukusebenza okuqhubekela phambili. Kwakungeyona i-fiberglass yakho evamile yokwakha noma yokuzilibazisa, kodwa kwakuyi-fiberglass indwangu encane kakhulu, ene-coefficient ephansi kakhulu yokwandiswa kokushisa, eyenzelwe ukusebenza njengesisekelo sama-chip athuthukileLesi sici sibalulekile: uma i-chip ishisa futhi iphola ngokushesha, noma yimuphi umehluko ekwandeni phakathi kwezingqimba ungadala ukucindezeleka, ukwehluleka, ngisho nokuphuka.

Ngenxa yokuzinza kwayo okukhulu kanye nekhwalithi ephezulu kakhulu, i-T-glass ye-Nittobo yaqala ukutholakala kancane kancane emikhiqizweni yezinkampani ezinkulu zobuchwepheshe. I-Apple yayingomunye wabokuqala ukubheja ngaleli ngilazi njengesisekelo sezinto ezibalulekile zayo iPhonefuthi ngokuhamba kwesikhathi ezinye izinkampani ezinkulu emkhakheni weselula kanye ne-semiconductor nazo ziye zalandela lokho.

Yini eyenza i-fiberglass ye-T-glass ibe khethekile kangaka

Nakuba ekuqaleni kungabonakala sengathi kuyipulasitiki elula eqinile, iqiniso liwukuthi indwangu yengilazi noma yengilazi esetshenziswa ekwenzeni ama-chip substrates iyinto eyinkimbinkimbi kakhulu. Intambo ngayinye yale fibre kumele ibe mncane kunezinwele zomuntu, ibe yindilinga ephelele, futhi ingabi namabhamuza.Noma yikuphi ukungapheleli okuncane kakhulu kungabangela ukwehluleka okukhulu ku-chip yokugcina.

Umsebenzi oyinhloko wale ndwangu yengilazi ukusebenza "njengesikele" sezinto ezisetshenziswayo lapho kufakwa khona ama-chip kanye namabhodi amaningi esifunda. Ngakho-ke, ngaphezu kwamandla ayo nobumsulwa, ivelele i-coefficient ephansi kakhulu yokwanda kokushisa kanye nokuqina okuqinisekisa ukuzinza ngisho nasemazingeni okushisa aphezulu kakhuluLokhu kuvimbela isakhiwo ukuthi singaguquguquki uma i-chip isebenza kahle kakhulu.

Esinye isici esibalulekile yikhono layo lokwenza ukwenza kube lula ukudluliswa kwedatha okusheshayo kakhuluI-substrate engazinzile noma enezinkinga ezincane ingabangela ukuphazamiseka, umsindo kagesi, noma ukubambezeleka kwesignali, okungamukeleki kuma-processor asebenza kahle kakhulu, ama-chip esikhungo sedatha, noma ama-GPU aklanyelwe i-AI, lapho yonke i-nanosecond ibalwa khona.

Lolu hlobo lwe-fiberglass yekhwalithi ephezulu aluyona into engashintshaniswayo. Abakhiqizi be-chip abaphambili, kusukela kulabo abakhiqiza amaprosesa eselula kuya kulabo abathuthukisa izixazululo ze-AI, bathembele cishe ngokuphelele kuyo. uhlobo lwengilazi ye-T olungenziwa ngabahlinzeki abambalwa kuphela ngokwezindinganiso ezidingekayoYingakho ukuqongelela kokunikezwa kwempahla kukhathaza kakhulu kulo lonke umkhakha.

  I-Microsoft ihlola ikhono lomuntu lokuhlukanisa izithombe zangempela nezenziwe nge-AI

Kulesi simo, inkampani yaseJapan iNittobo isibe yinkampani umdlali ovelele ekukhiqizweni kwe-fiberglass ethuthukisiwe kakhulu esetshenziswa kuma-chip substratesEzinye izinkampani, njengeGrace Fabric Technology yaseShayina noma i-Unitika yaseJapan, zizama ukuncintisana, kodwa namuhla zisesemuva kakhulu ngobukhulu kanye nokungaguquguquki kwekhwalithi, okwenza abakhiqizi abakhulu be-chip bangabaze ukushintsha abahlinzeki.

Ukuqhuma kwe-AI: wonke umuntu ufuna i-fiberglass efanayo

Ukwanda kobuhlakani bokwenziwa kushintshe ngokuphelele izinto eziza kuqala emkhakheni wezobuchwepheshe. Kusukela ekuqeqesheni amamodeli amakhulu kuya ekuqondeni kwesikhathi sangempela, I-AI idinga amandla amakhulu kakhulu ekhompyutha kanye nememoriLokhu kuhumusha isidingo esingakaze sibonwe sama-GPU, ama-CPU akhethekile, ama-accelerator, kanye nazo zonke izinto ezihilelekile ekukhiqizweni kwawo.

Izinkampani ezifana ne-NVIDIA, i-Google, kanye ne-Amazon Web Services zibone ukwanda kwama-oda ama-chip athile e-AI. Isizukulwane ngasinye esisha sama-GPU ezikhungo zedatha siza... izivumelwano ezinkulu zokuhlinzekwa kwezingxenye ezingaphansi komhlaba kanye nezingxenye ezithuthukisiwePhakathi kwalokhu, i-T-glass ibaluleke kakhulu. Umphumela uba umncintiswano omkhulu wokuqinisekisa amandla amaningi okukhiqiza e-Nittobo ngangokunokwenzeka.

Ngaphambi kokuchuma kwe-AI, izinkampani ezinkulu zemakethe yeselula ezifana ne-Apple ne-Qualcomm zazingavamile ukuba nenkinga yokuthola le fiberglass. Ukusetshenziswa kwazo kwakuphezulu, kodwa ukukhiqizwa kwe-Nittobo kwakungahlangabezana kalula nesidingo. Kodwa-ke, Ukufika kwama-superchips e-AI kushintshe kakhulu ibhalansi, okushiya abadlali abaningi bencintisana ngezinsizakusebenza ezilinganiselwe.

Imemori ye-RAM kanye ne-NAND flash ibe yisixwayiso sokuqala esingathi sína: isidingo esinamandla sokuqeqesha amamodeli e-AI siholele ekutheni ukwenyuka okukhulu kwentengo kanye nokuntuleka kokutholakala kwezinye izingxenyeNge-T-glass, kwenzeka into efanayo kakhulu: iningi lamandla liqondiswa kumakhasimende akhokha kakhulu adinga ivolumu enkulu, okungukuthi, izinkampani ezinkulu ezigxile ku-AI.

Imiphumela izwakala kulo lonke uchungechunge lokuhlinzeka. Abakhiqizi bezinto zikagesi zabathengi, kusukela kuma-smartphone kuya ku- amalaptop kanye namanye amadivayisi, besaba ukushintshwa ekubhideni i-fiberglass yekhwalithi ephezulu. Uma izinto ezibalulekile zithengiswa kumuntu othenga kakhulu, izinzuzo kanye namandla okuxoxisana ezinkampani ezinemikhiqizo enentengo encintisanayo ayathinteka., futhi izibikezelo zabo zokuthengisa zingase zithinteke.

Inkinga yomhlaba wonke enosuku luka-2026

Ochwepheshe bemboni yama-semiconductor baxwayisa ngokuthi Ukuntuleka kwe-fiberglass esezingeni eliphezulu kungaba yinye yezingqinamba ezinkulu embonini yezobuchwepheshe ngo-2026.Lesi simo sifana nenkinga yama-chip yangemva kobhubhane, kodwa kulokhu kugxilwe ezintweni ezithile ezinabahlinzeki abambalwa kakhulu.

I-Nittobo iyavuma ukuthi, okungenani esikhathini esifushane, isimo simile cishe. Ngokusho kwe-Asian business press, umphathi wenkampani waze wathi "Uma singenawo amandla engeziwe, asinawo, kungakhathaliseki ukuthi iNittobo icindezelwa kangakanani."Kuyindlela ehloniphekile yokusho ukuthi, kalula nje, amafektri asebenza ngomkhawulo wawo futhi awukwazi ukuthola umkhiqizo omningi emoyeni.

Le nkampani yaseJapan inezinhlelo zokwandisa umthamo wayo, kodwa lokho kwanda ngeke kwenzeke ngokushesha. Amaphrojekthi okwandisa kanye nezakhiwo ezintsha zidinga ukutshalwa kwezimali okukhulu, izimvume, futhi, ngaphezu kwakho konke, isikhathi sokumisa imigqa yokukhiqiza eyinkimbinkimbi kakhuluKonke kusikisela ukuthi ukwanda okukhulu kokunikezwa kuzocaca kuphela engxenyeni yesibili ka-2027.

Lesi sikhathi sihambisana nezinye izingxabano zemakethe. Izinkampani ezifana ne-SK Hynix zixwayise ngokuthi Ukuntuleka kwe-RAM kungaqhubeka kuze kube okungenani ngo-2028Ukuhlangana kwezingqinamba ezimbili—inkumbulo enembile kakhulu kanye ne-fiberglass—kungaholela esimweni eside samanani aphezulu, ukubambezeleka kokuqaliswa, kanye nokubekwa phambili kwamakhasimende ngokweqile.

Ukuntuleka kwalokhu akugcini nje ngokuthinta ihadiwe yabathengi. Imikhakha efana nokuxhumana ngocingo, amabhange kanye namandla incike kakhulu kukho. ingqalasizinda yesikhungo sedatha kanye nezinsizakalo zamafu ezidinga ama-chip athuthukile kanye nenani elikhulu le-fiberAbahlaziyi abaningana baveza ukuthi, uma isimo siqhubeka, izindleko zehadiwe kanye nezinsizakalo zamafu zingase zikhuphuke kakhulu kusukela ngo-2026 kuqhubeke, okuzothinta umnotho wedijithali uwonke.

I-Apple, i-Qualcomm kanye ne-glass diplomacy

Omunye wemiphumela ephawulekayo yale nkinga ethule ukubandakanyeka okuqondile kohulumeni kanye nabaphathi abaphezulu ukuqinisekisa ukutholakala kwempahla. I-Apple, esebenzise izingxenye ze-T-glass ze-Nittobo ezizukulwaneni eziningana zama-iPhone, ithumele abaphathi eJapan ukuyoxoxisana ubuso nobuso. nomhlinzeki kanye nabamele uhulumeni waseJapane.

Ukukhathazeka kwe-Apple akugcini nje kumamodeli amanje. Le nkampani inemikhiqizo ebucayi kakhulu eseduze, njenge-iPhone yayo egoqekayo elindelwe kakhulu kanye namadivayisi esikhathi esizayo anokusetshenziswa okunamandla kwe-AI kanye nokuxhumana okuthuthukisiwe. Noma yimiphi imikhawulo ekufinyeleleni i-fiberglass esezingeni eliphezulu ingaphazamisa amashejuli abo okwethulwa., into enkampanini enkulu kangaka esho izigidigidi ezisengozini.

  Iyini i-Google Yezempilo: eyedlule, yamanje, futhi iya kuphi?

I-Qualcomm, yona, nayo izithole ibambeke kule nkinga. Le nkampani yaseMelika, eyaziwa ngamaprosesa ayo e-Snapdragon amafoni aphathwayo namanye amadivayisi axhunyiwe, izame ukushintshashintsha ukunikezwa kwayo. Kuzwakale sengathi i-Unitika, inkampani encane yaseJapan ekhiqiza i-fiberglass., ekufuneni enye indlela esikhundleni seNittobo, kodwa kuze kube manje ayikakatholi ikhambi elikwaziyo ukumunca umthamo eliwudingayo.

Inkinga yazo zombili izinkampani—kanye nabanye abakhiqizi abaningi bama-chip—iwukuthi Ikhwalithi edingekayo yengilazi ye-T yezingxenye ezithuthukisiwe iphakeme kakhulu kangangokuthi iphutha lokukhiqiza lingonakalisa wonke amaqoqo ezingxenye.Akuyona nje indaba "yokuzama" omunye umhlinzeki: izingozi zokusebenza, ukuthembeka futhi idumela likhulu kakhulu.

Abahlaziyi abanjengoChiu Shih-fang, waseTaiwan Institute of Economic Research, bagcizelela ukuthi Ukuqina kwengilazi ye-T kubalulekile ukuze kutholakale ikhwalithi yokugcina yezingxenye ezingaphansi komhlaba.Uma ngisho nekhasimende elilingana ne-Apple lihlangabezana nemikhawulo, abakhiqizi abancane basengozini yokwehliswa, ngokufinyelela okulinganiselwe kakhulu noma amanani aphezulu.

I-Nittobo, isixwayiso esikhulu sokugwema ukuphinda umlando

Umbuzo osobala ukuthi kungani iNittobo ingakhulisi nje amandla ayo okusizakala ngalesi sidingo esinamandla. Impendulo ihlobene inkumbulo yakamuva yezinye izimakethe, njengememori ye-DRAM ne-NAND, eyabhekana nomjikelezo wokukhiqiza ngokweqile, ukwehla kwentengo kanye nokulahlekelwa okukhulu kwabakhiqizi ngo-2022.

Ngemva kwalezo zenzakalo, izinkampani eziningi zaseJapan emikhakheni yezinto zokwakha kanye ne-elekthronikhi sezibe yizigcina-mlando kakhulu. I-Nittobo ayifuni ukuwela esilingweni sokuthuthukisa amafektri ayo ngokweqile bese ishiywa nezindawo zokugcina impahla ezigcwele uma isidingo sivamile noma uma izimbangi zivela ngobuchwepheshe obuhlukile. Umyalezo ucacile: bazokhula, kodwa kancane kancane nangokucophelela..

I-CEO yeNittobo, uHiroyuki Tada, uvumile obala ukuthi "akunakugwenywa ukuthi sizolahlekelwa yisabelo semakethe" nokuthi kukhona umkhawulo wezinga lobungozi elingamukelwa yinkampani encane kakhuluNgamanye amazwi, inkampani ikhetha ukuyeka ingxenye yephayi kunokuba iqale ukwandisa okungalawuleki okungase kubangele ukuqhuma.

Lesi simo, esiqondakalayo ngokombono webhizinisi, noma kunjalo sibhebhethekisa ukungezwani kwemakethe. Abathengi abakhulu be-fiber ye-AI, abanemali ephezulu kakhulu (i-NVIDIA, isibonelo), bangakwazi ukukhokha okwengeziwe futhi basayine izinkontileka zesikhathi eside, beqinisekisa amandla amaningi akhona njengamanje. Abakhiqizi bezinto zikagesi zabathengi, ngenzuzo yabo encane, bashiywe besesimweni esibucayi kakhulu. futhi kumele bafune ezinye izindlela, noma ngabe abakavuthwa.

Okwamanje, iShayina neTaiwan bavela njengemithombo engaba khona yabahlinzeki abasha. I-Apple ne-Qualcomm, phakathi kwabanye, sebevele basebenza kulokhu. amasu okuhlukahluka ezinkampanini zaseShayina naseTaiwan ezikwazi ukukhiqiza i-fiberglass ethuthukisiweKodwa ijubane elidingekayo lekhwalithi libalulekile, futhi imboni iyazi ukuthi iphutha okwamanje alikwazi ukulungiswa nge-software patch elula.

UCorning: omunye umdlali oyinhloko kwezengilazi enkathini ye-AI

Nakuba iNittobo ithola ukunakwa kwabezindaba ngenxa yenkinga yengilazi ye-T, akuyona yodwa inkampani enkulu yengilazi ezuza ekukhuleni kwe-AI. Inkampani yaseMelika iCorning, eneminyaka ecishe ibe yi-175 yomlando futhi enendlunkulu yayo edolobheni elincane enyakatho yeNew York, isizibonakalise njengenkampani enkulu. umdlali oyinhloko ezicini eziningi ezihlobene nengilazi, izinto zobumba kanye nokuxhumana okubonakalayo.

I-Corning ibilokhu ifinyelela izigaba zobuchwepheshe iminyaka engaphezu kwekhulu. Yakha izimvilophu zengilazi zika-Edison ngo-1879, yethula ingilazi eqinile ye-Pyrex ngo-1915, yakha isibuko esikhulu se-telescope ye-Hale ngo-1948, kwathi ngo-1962, yayisikhiqiza i-windscreen yokuqala yokuphepha eqinile yezinhlelo zokusebenza zezimotoyakhelwe ukuqhekeka ibe yizicucu ezincane nokunciphisa umonakalo ezingozini.

Ngo-2007, igama labo lahlangana elalizoshintsha yonke into: uSteve Jobs. Umsunguli we-Apple wayefuna ingilazi eqinile kakhulu yesikrini se-iPhone yokuqala, esaba ukuthi ukuphuka kuzokonakalisa ulwazi lomsebenzisi. UCorning wasabela kahle kakhulu, futhi kusukela kulokho kubambisana, kwazalwa i-iPhone. I-Gorilla Glass, umndeni wengilazi eqinile namuhla ehlomisa izigidi zamafoni, amawashi ahlakaniphile namathebulethi emhlabeni jikelele

Kodwa igalelo likaCorning esikhathini sedijithali lidlulela ngale kwezikrini. Ngo-1970, inkampani yasungula i-fiber optical elahlekelwa kancane ekwazi ukudlulisa idatha emabangeni amadeukubeka isisekelo samanethiwekhi okuxhumana anamuhla. Izixazululo zabo zokuxhumanisa izintambo, njenge-Edge ne-Edge8, zisetshenziswa kabanzi ezikhungweni zedatha, inhliziyo yangempela yefu kanye ne-AI.

Ukufika kobuhlakani bokwenziwa kuye kwandisa ukubaluleka kwaleli bhizinisi. Isikhungo sedatha esisezingeni eliphezulu esizinikele ku-AI singadinga kuze kube Ikhebula le-fiber optic elingamakhilomitha angu-180.000 ngaphakathiibanga elilingana nokuzungeza umhlaba izikhathi ezingaphezu kwezine. Emakethe enabantu abaningi nesivinini esikhulu, ubuchwepheshe beCorning kwezobuchwepheshe buyivumele ukuthi izibeke njengomhlinzeki okhethwayo wezinkampani eziningi ezinkulu zobuchwepheshe.

  Qhubekela phambili njengomuntu wesifazane ozimisele ukufeza izinhloso zakhe

I-Corning, i-AI kanye nekusasa lezikhungo zedatha

Emjahweni we-AI, iCorning ayigcini nje ngokuthengisa izintambo kanye ne-fiber. Le nkampani ithengisa uhilelekile ekuthuthukisweni kwezixazululo ezintsha zokuxhumanisa kwe-optical zezakhiwo zesikhungo sedatha sesizukulwane esilandelayolapho ukuhlanganiswa kwe-photonic kuba yinto ebaluleke kakhulu ekunciphiseni ukusetshenziswa kanye nokubambezeleka.

Isibonelo esisodwa ukubamba kwayo iqhaza ohlelweni lwe-CPO (Co-Packaged Optics) lwe-Broadcom. Ngaphezu kwezixhumi ze-optical zakudala, i-Corning ithuthukise Imikhiqizo emisha ye-FAU (Fiber Array Units) enobukhulu obuphezulu kanye ne-radii egobile kakhuluZenzelwe izinhlelo zokuhlanganisa izinto eziningi ezinamandla aphezulu kanye nama-transceivers esikhungo sedatha, lezi zingxenye, yize zibonakala zingasebenzi futhi ziyimfihlo ekuqaleni, zifihla izinga lokunemba kanye nokucubungula kwezimboni okubonisa isiko lazo elide ekwenzeni ingilazi ethuthukisiwe.

Phakathi kwezinzuzo zobuchwepheshe zalezi zixazululo kukhona ukwanda okungu-35% kobuningi be-fiber ngobubanzi obufanayo, ukwehla okungu-50% ekuphakameni kwamamojula athile ngenxa yemisebe egobile eqine kakhulu, kanye ukubekezelela okuhle kakhulu kokuqondanisa okuyisisekelo kwemiklamo enenani eliphezulu kakhulu le-fiberKonke lokhu kunegalelo ekwakheni izikhungo zedatha ezincane nezisebenza kahle ezikwazi ukuphatha ukugeleza okukhulu kolwazi olujwayelekile lwe-AI.

Umongo wemakethe uyawusekela lo mbono. I-Microsoft, i-Google, kanye nezinye izinkampani ezinkulu zamafu zimemezele izinhlelo zokutshala imali ezingamashumi ezigidigidi zamaRandi ezikhungweni zedatha, abaningi babo beshukunyiswa ngqo yizidingo ze I-AI ekhiqizayo kanye nezinsizakalo ezihlobene. I-Microsoft, isibonelo, ihlanganise ingxenye yokutshalwa kwezimali kwayo nokubambisana kwayo ne- I-OpenAIkuyilapho i-Google ithe okulindelwe ukusetshenziswa kwemali mboleko kugxile kakhulu kwingqalasizinda yedatha.

I-Corning, njengomhlinzeki wezinto ezibalulekile kanye nezingxenye, iyazuza kulo mjikelezo wokutshalwa kwezimali wesikhathi eside. Ngokungafani nabancintisani abashibhile abancintisana ngentengo kanye nomthamo, inkampani ikhethe ukugxila ekuhlukaniseni ubuchwepheshe kanye nokuba ngumlingani obalulekile wabakhiqizi bemishini abakhulu kanye nabaqhubi bezikhungo zedathangaleyo ndlela iqinisekise isikhundla sayo kuchungechunge lwenani le-AI.

Ngaphezu kokuxhumana kwe-optical kanye ne-Gorilla Glass, i-Corning igcina eminye imigqa yebhizinisi eqondiswe ubuchwepheshe bezemvelo, izinto ezikhethekile, kanye nesayensi yokuphila. Izingxenye zamandla elanga, isikhala kanye nezinhlelo zokusebenza zempi, kufaka phakathi ama-radome e-ceramic emicibisholo, aklanyelwe ukungashintshi izimpawu ze-radar nokubekezelela izinguquko ezinkulu zokushisa, okuqinisa kakhulu iphrofayili yayo njengomhlinzeki obalulekile emikhakheni eyahlukahlukene kakhulu.

Umthelela wezomnotho: ukukhuphuka kwamanani kanye nengozi "yokuqiniswa kobuchwepheshe"

Inhlanganisela yesidingo esikhulu se-AI kanye nokunikezwa okulinganiselwe kwezinto ezibalulekile kanye nezingxenye kuyakhiqiza "isibaya sobuchwepheshe" emhlabeni jikeleleIzinkampani ezinkulu zincintisana ngokugcina amandla eminyakeni eminingana kusengaphambili, kanti abahlinzeki abanobuchwepheshe obuhlukile—njenge-Nittobo ku-T-glass noma i-Corning ku-fiber ethuthukisiwe ye-optical—bathola amandla amakhulu okuxoxisana.

Emazweni afana neSpain, lesi simo asiyona inkinga ekude. Abaqhubi bezokuxhumana, amabhange, izinkampani zikagesi, kanye nezinkampani ezinkulu bathembele kuso. izikhungo zedatha, amanethiwekhi e-fiber optic kanye nezinsizakalo zamafu ezizindleko zazo zingakhuphuka kakhulu Uma amanani ehadiwe eqhubeka nokukhuphuka ngenxa yokushoda kwezinto ezibonakalayo, ukubambezeleka kwamaphrojekthi okwenziwa kwedijithali okuthuthukile noma ukusetshenziswa kwe-AI okusetshenzisiwe kungaholela ekulahlekelweni kokuncintisana.

Abanye ochwepheshe babikezela ukuthi, uma ukungezwani kwamanje kuqhubeka, Amanani e-Hardware kanye nesevisi yamafu azokwenyuka kakhulu kusukela ngo-2026 kuqhubeke.Lokhu kuzothinta kokubili izinkampani ezinkulu kanye nama-SME asebenzisa ingqalasizinda yawo yezobuchwepheshe ngaphandle, futhi ekugcineni umsebenzisi wokugcina, ozobona lezi zindleko zibonakala emikhiqizweni nasezinsizeni ezibiza kakhulu.

Bebhekene nalesi simo, abenzi bezinhlelo zokuhlinzeka bafuna ukuhlukahluka: abahlinzeki abengeziwe, izifunda ezikhiqiza kakhulu, futhi, kwezinye izimo, izinto ezintsha noma izakhiwo ezinciphisa ukuncika ezintweni ezithile ezibalulekileKodwa-ke, isivinini i-AI ethuthuka ngaso kanye nobunzima bobuchwepheshe bezinto ezihilelekile kwenza kube nzima kakhulu ukulinganisela izikali esikhathini esifushane.

Ngaphakathi kwalesi simo esiyinkimbinkimbi, izinkampani ezinolwazi oluphezulu njengeCorning zibonise ukuqina okumangalisayo. Njengoba inabasebenzi abacishe babe ngu-60.000 kanye nezigaba ezinhlanu ezinkulu zebhizinisi, inkampani ikwazile ukuphatha ukukhula okuphawulekayo ekuthengisweni kwezokuxhumana kwe-optical kanye nokusebenza kwemakethe yamasheya okuphakeme kakhulu kunezinkomba ezifana ne-S&P 500 noma i-EuroStoxx 50, okusekelwa ngqo yigagasi lokutshalwa kwezimali ku-AI kanye nezikhungo zedatha.

Indaba kaNittobo noCorning ibonisa izinga Inguquko yobuhlakani bokwenziwa isekelwe kakhulu ezintweni ezibonakala zilula njenge-fiberglass nengilazi yobuchwepheshe.Ikhono lokuzikhiqiza ngobumsulwa obudingekayo, ukuzinza, kanye nokunemba kuye kwaba yinto ebalulekile engasheshisa noma yehlise ijubane lokwamukelwa kwe-AI emhlabeni wonke, okuthonya amanani, izikhathi, kanye namasu ezinkampani ezinkulu zobuchwepheshe.

I-inthanethi Inqamuka Ngokuqhubekayo
I-athikili ehlobene:
I-inthanethi Inqamuka Ngokuqhubekayo. Izimbangela Nezixazululo