Hoch AI ja'taH. 'ach 'Iv Huch nge'taH?
OpenAI? Huch ghajbe'. Anthropic? rur. Google je Microsoft: Huch ghaj — 'ach latlh Qu'mo' neH. nuq vaj Huch chenmoH nuvpu' AI-Daq bIHmoHbogh?
wa'DIch QeD — peng: Nvidia
tera' California, 1848: Hoch HlQem nej. Hoch ghoS. Hoch chegh — ghIch Huch pagh ghaj. 'Iv Huch lIngta'? nuvpu' peng, quD, Soj je ngev.
AI 2026: reH. Hoch AI nuvpu' HlQem nej. wa' DIvI' peng ngev: Nvidia.
Nvidia GPU (pong: lIngwI' motlhbe' AI neH lo'lu'bogh) chenmoH. pagh Nvidia — pagh ChatGPT, pagh Claude. Huch? cha'maH vagh Soch mej Dollar wa' DIS. wa'vatlh cha'maH mej lucrum. wa' ben ben ben: loS vI' loS mej neH. DaH: Nvidia jaj wa'maH neH — reH Huch!
cha'DIch QeD — Spej: AWS, Azure, Google Cloud
Nvidia tIqDaq: Amazon (AWS), Microsoft (Azure), Google Cloud. AI lIngwI'pu' neH pagh — cha' machDu' reH. ChatGPT jang wIjatlhDI' — Hoch machlIj nujHomDaq.
Microsoft OpenAI-Daq wa'maH wej mej bIH nobta'. Huch chegh Azure joqDaq. Amazon Anthropic SubventionmoHta' — AWS Huch nge'. reH reH: Taq Tech AI lIngwI'pu' SubventionmoH — 'ej SpejDaq Huch nge'.
wejDIch QeD — Anleger wa'DIch
'Iv Nvidia 2019Daq je'ta': DaH vagh maH law' ghaj. 'Iv OpenAI wa'DIch je'ta' (Microsoft vorgh): Huch law' pa' — 'ach pagh realize.
Hoch Anleger-pu'vaD Qatlh. 'Iv AI DIvI' puj law' je'taHvIS — amittere potest. 'ach venture capital (peril Huch) wa'DIch — Anthropic, Perplexity, Mistral vorgh — DaH Huch law' chap — chap neH, aestimatio' Soch DIH manoj.
loSDIch QeD — AI janmey Huch ghajbogh
pagh Hoch AI DIvI'pu' Huch mevmoH. quchwI' janmey DaH lucrum ghaj.
Midjourney (AI muD chenmoHwI') pagh venture capital je'ta' — 'ej lucrum ghaj je'ta'. puS nuvpu', Huch law' lIngmoH, Qu' ngu'.
Perplexity SIv tInqu' — nuvpu' Huch nob. Nondum lucrans — 'ach He OpenAI chormo' ngu'qa'.
Hoch SaaS janmey (Software wa' jar Huch) law' AI tu' — QIn chenmoH, ngoq QaH, muD lIngmoH, paq tu'. Hoch OpenAI qoj Anthropic API Huch bIH nob — 'ej Huch law'qu' ngev. Huch lIngmoH — AI raqDaj puj tlhIb.
vaghDIch QeD — FreelancerDaq
turma Segh lIjlu'bogh: nuvpu' AI lo'DI' Qu' law'qu' lInglaH.
QIn qonwI' vorgh wejlogh wa' Hogh qon — DaH chorghlogh. ngoq qonwI' wa' nuvpu' neH Qu' wa' turma nob. muD chenmoHwI' wa' rep — vorgh wa' jaj nIb.
pong net Segh: 'oH QaQ nuvpu' law'qu'vaD AI lo'laHbogh. chaH ex AI Huch nge'be' — 'ach per AI Huch law'qu' ghaj. pagh Qob choH — 'ach oeconomia reH.
nuq qaS AI bulla chu'DI'?
Hoch bIH DIHarHa'. law' jatlh: dot-com bulla cha'DIch.
jang — loQ. tugh je mej mej AI DIvI'pu' pagh lucrum nob — Hoch perI'. Hoch chegh. Huch mej mu'tlhegh chep.
'ach internet perbe'ta'. Amazon, Google, eBay yInta' — DaH bIlyon DIvI'pu'. technology yInta' — iactantia perI'ta'.
AI rur — maHar. bulla chu'DI' — 'ej if DaH when moj nuvpu' law'mo' — AI DIvI'pu' law' perI'. aestimatio corrigetur. Huch cautious moj.
'ach language models, muD chenmoHwI'pu', ngoq QaHwI'pu' perbe'. Huch pung rInmoH — Nvidia je latlh lIngwI' QaQqu' chenmoH, ngoq QaQqu' je. 'ej SubventionmoHlu' pagh — nuvpu' Huch lIngmoH tlhIb. yopwaHtaHvIS Huch boq. wa' ret: Huch law'qu' DISopta' — 'ej latlh chaHmo' DaH — Huch puj net Segh pagh. qatlh? goldgräber QuchghachDaq pagh — janmey ngu' nuplu'.
nuq yIn?
Nvidia? yIn — neH pagh "instrumenta reH lo'lu'" — 'ach Hoch mercato jan nob laH DISov. reH. pagh DIvI' ghaH rur. CUDA (ngoq platform) je — AI DIvI'pu' Hoch lo'. net Segh: Qu'vam structured indispensability, pagh generic hardware mu'tlhegh. Spej praebentes? yIn — infrastructura yIn. Anleger wa'DIch? already venc' qoj bulla ruv. AI lIngwI'pu'? consolidate — pagh Hoch yIn. AI janmey Qu' ghajbogh? yIn. iactantia speculativa? Hegh.
'ej FreelancerDaq AI lo'laH DIva'? quchwI' tInqu' ghaj: DISovtaHghach — 'ej pagh latlh 'oH nIvmoHlaHbogh.