Raws li cov ntawv thov kev txawj ntse (AI) txuas ntxiv nthuav dav, cov nqi ua haujlwm ntawm cov chaw khaws ntaub ntawv kuj tseem nce ntxiv. Raws li The Wall Street Journal, qee lub chaw khaws ntaub ntawv hauv Tebchaws Meskas tau raug yuam kom nce nqi rau lawv cov neeg siv khoom los tiv thaiv cov nuj nqis ntxiv los ntawm AI. Lub caij no, cov ntaub ntawv qhia tau hais tias qhov kev thov rau cov chaw zov me nyuam loj thiab cov chaw tuav cov ntaub ntawv tau nce sai, thaum lub peev xwm thov rau cov chaw tsim khoom lag luam cov ntaub ntawv tseem poob qis.
Cov chaw zov me nyuam ntsib cov nqi tsis yog los ntawm kev siv hluav taws xob nkaus xwb tab sis kuj los ntawm kev muaj peev xwm ua tau zoo, cov chips siab heev, cov saw hlau sib tw, thiab AI thev naus laus zis. Phab ntsa Street Journal tau tshaj tawm, "AI daim ntawv thov siv zog ntau dua li cov software ib txwm siv vim tias lawv yuav tsum ua cov ntaub ntawv ntau dua. Tsis pub dhau ob peb hnub, ib tus qauv AI tuaj yeem haus tau kaum txhiab kilowatt-teev hluav taws xob. Generative AI qauv, xws li thev naus laus zis siv hauv OpenAI's ChatGPT chatbot, haus 100 npaug ntau dua li cov cuab yeej AI tus qauv. " Tsis tas li ntawd, cov nqi hauv kev tsim kho, kev ua haujlwm, thiab kev siv hluav taws xob tau nce ntxiv.
Raws li qhov nce ntawm cov nqi hauv cov ntaub ntawv chaw yog qhov kev nthuav dav sai ntawm huab cua kev pabcuam kev lag luam. Raws li cov ntaub ntawv los ntawm Synergy Research Group, kev lag luam kev siv nyiaj rau cov kev pabcuam huab tau loj hlob ntawm ib xyoos ib zaug ntawm kwv yees li 42 feem pua hauv kaum xyoo dhau los, nce los ntawm $ 10 nphom hauv 2012 txog $ 227 billion hauv 2022. Qhov sib txawv, kev siv nyiaj rau cov ntaub ntawv chaw kho vajtse thiab software. los ntawm kev lag luam tau loj hlob ntawm tsuas yog li 2 feem pua ntawm ib xyoos.
Synergy Research Group tseem muab cov ntaub ntawv faib tawm thoob ntiaj teb cov ntaub ntawv chaw muaj peev xwm siv. Xyoo 2022, cov chaw loj cov ntaub ntawv suav txog 37 feem pua ntawm tag nrho lub ntiaj teb cov ntaub ntawv chaw muaj peev xwm, piv rau tsuas yog 17 feem pua hauv xyoo 2017. Cov chaw loj cov ntaub ntawv xa mus rau cov chaw loj uas ua haujlwm lossis xauj los ntawm huab kev pabcuam loj xws li Amazon, Microsoft, thiab Google. Ib nrab ntawm cov no yog cov chaw khaws ntaub ntawv tus kheej, thiab ib nrab yog cov chaw qiv ntaub ntawv. Tsis yog-loj-loj-teev cov chaw tuav nyiaj rau 23 feem pua ntawm cov feem. Lub caij no, cov chaw ua lag luam tsim cov ntaub ntawv tuav 40 feem pua hauv 2022, qhov txo qis los ntawm 60 feem pua hauv 2017.
Synergy Research Group kwv yees tias nyob rau tsib xyoos tom ntej no, "thaum qhov kev faib ua feem ntawm cov chaw lag luam tsim cov ntaub ntawv hauv tag nrho cov peev txheej yuav txo qis dua li ob feem pua ntawm cov ntsiab lus txhua xyoo, lawv qhov peev xwm tiag tiag tsuas yog txo qis me ntsis. peev xwm yuav nyob ruaj khov. " Lub tuam txhab kuj tau kwv yees tias los ntawm 2027, cov chaw loj cov ntaub ntawv yuav suav txog ntau dua 50 feem pua ntawm cov peev txheej, thaum lub tuam txhab tsim cov ntaub ntawv yuav txo qis dua 30 feem pua.