Vladimir Kokorin: "Nyika ichangotanga kuwana zvese zvingaita zveAI"

Muvambi wekambani yeBritish BCCM Boka, Vladimir Kokorin*, pamusoro pekuti sei kufarira kweinvestimu muAI-based tekinoroji kuri kukura uye kuti inguvai yekudyara iyi.

Artificial intelligence kubvira kare yakarega kuve chimwe chinhu kunze kwesainzi ngano. Yave kushanda zvinobudirira muchokwadi kwenguva yakati rebei uye, sezvazviri, yave yakakura chikuva chepurofiti nekudyara. Semuyenzaniso, vaongorori veWall Street vanotenda kuti vatungamiriri vemazuva ano muAI vachawana purofiti yakakwira mitengo pane inotarisirwa kubva kuvatungamiriri ve dot-com kuma2000s.

Zvechokwadi, Nvidia, iyo yave chiratidzo cheAI boom, ikozvino yakakosha kudarika Amazon neAlphabet. Microsoft, kubheja pamubatanidzwa neOpenAI, iri kusangana nekuvandudzwa kwechokwadi. Meta, mushure mekuedza kusingabudiriri nemetaverse, yadzoka mumutambo nekuda kwekufambira mberi kwayo muAI, kusanganisira iyo Llama mutauro modhi, inogadzirwa AI yevashambadziri, uye iyo MART yekudzivirira njodzi system.

Kunyangwe kumwe kukahadzika uye kushushikana pamusoro pekuwedzeredza mundima iyi, vanoisa mari vanoramba vachidyara mari mukuvandudza tekinoroji yeAI. Nei kufarira mundima iyi kwakasimba zvakadaro? Kutibatsira kunzwisisa izvi, takatendeukira kuSpanish venture IT investor, muvambi weBritish consulting company BCCM Group, and co-founder we international corporate travel service Tumodo, Vladimir Kokorin.

Kuputika kwekukura kwemusika wekudyara

"Pasina mubvunzo, indasitiri yehungwaru yekugadzira iri kuratidza kukurumidza kusimudzira masimba," anodaro mutengesi wezvemabhizimisi Vladimir Kokorin. - Maererano nekumwe kufanotaura, huwandu hwemusika hunogona kusvika madhora anoda kusvika bhiriyoni panosvika 2027. Ichi ndicho chimwe chezvikonzero nei vatengesi vakoshese kugona kwemunda uyu zvakanyanya.

Sekureva kwaGoldman Sachs, mari yepasi rose muAI yakasvika madhora bhiriyoni zana negumi nemazana maviri muna 110.2. Mafambiro epamusoro akaenderera mberi kusvika muna 2023, akaratidzwa nekudzvanywa kwemari muchikamu ichi. Apple yakawana Canadian AI yekutanga DarwinAI, Microsoft yakazivisa $2024 bhiriyoni muAI yekuvandudza zvivakwa muJapan uye yakaisa $2.9 bhiriyoni muUAE-based kambani G1.5. Nvidia akawana iyo yekutanga yeIsrael Run: ai yemadhora mazana manomwe emamiriyoni. Meta ichashandisa madhora bhiriyoni gumi pamapurojekiti eAI, uye Google inoronga kuisa mari inodarika mabhiriyoni zana emadhora muhurongwa hwehungwaru hwekugadzira mumakore mashoma anotevera.

Mwedzi wapfuura, zvakaziviswa kuti BlackRock neMicrosoft, pamwe chete neBud Dhabi-based investment femu MGX, vari kutanga homwe yeGlobal AI Investment Partnership, inokosha madhora mabhiriyoni makumi matatu.

Nyanzvi dzemaindasitiri dzinocherekedza kuti makumi mana muzana ekudyara mumatekinoroji emakore anoenda kune inogadzirwa AI, uye hungwaru hwekunyepedzera hunotonga nhaurirano nezvetekinoroji yemakore pamisika yeruzhinji neyakavanzika.

Mutsigiri weIT, Vladimir Kokorin, anoti: “Kuvandudzwa kunogara kuchiitwa muUS, kuda kweChina kuti ive mutungamiri wenyika muindasitiri, kudyara kwemabhiriyoni emadhora kweSaudi Arabia, uye kusimukira kwehunyanzvi mune dzimwe nyika kunoratidza kuti nhangemutange yeAI yaenda pasi rose. Izvi zvinovhura mikana mikuru kune vanoisa mari vakagadzirira kufunga pasi rose uye kufunga mapurojekiti anovimbisa zvisinei nekwavanobva. ”

Transformative Potential Across All Industries

Artificial intelligence iri kuita chinhu chakakosha mukukwezva investimendi nekuda kwekugona kwayo kuvandudza zvakanyanya mashandiro uye kuderedza mitengo. Semuenzaniso, chidzidzo cheMcKinsey chinoratidza kuti kubatanidza AI mumaitiro emari chete kunogona kuwedzera kushanda kwekambani ne20-30%. Muchikamu chebhangi, kushandisa generative AI mhinduro kunogona kuwedzera purofiti yegore ne2.8-4.7%.

AI iri kuita nzira yayo mune ingangoita indasitiri yese, pamwe nekutanga kukwezva mamirioni mukudyara kuvandudza tekinoroji.

Heino mienzaniso mishomanana chete. Muhutano, Xaira Therapeutics yakagamuchira madhora bhiriyoni gore rino kugadzira AI-yakavakirwa chikuva chekuwanikwa kwezvinodhaka. Insitro yakakwidza $1 miriyoni yekushandisa muchina kudzidza kuona marapirwo anovimbisa.

Mune marobhoti, Mufananidzo AI yakawedzera kukosha kwayo kusvika kumadhora mazana maviri nemazana matanhatu emadhora mushure mekuwana madhora mazana matanhatu nemakumi mashanu emamiriyoni kubva kuna Jeff Bezos, Nvidia, Microsoft, uye OpenAI yekugadzira robhoti rekutengesa humanoid rinofambiswa neAI.

Defence tekinoroji yekutanga Anduril, yakavambwa naOculus VR's Palmer Luckey, yakakwidza madhora mazana maviri nemazana masere emadhora kune yayo mureza software "Lattice," iyo inoshandisa AI kuda kuzvitonga kudzora drones nemakamera ekuchengetedza nharaunda.

Mukushanya, Hopper neFLYR vakasimudza mazana emamiriyoni emadhora kugadzira masevhisi anofanotaura mitengo yematikiti uchishandisa muchina kudzidza.

"Kukura uye kugona kweAI yekuwedzera kufambira mberi kwakakura, - anotsanangura kudaro Kokorin. -Kubva pakugadzirisa mabhizinesi nekufanotaura kwakaringana uye analytics kune matekinoroji matsva muhutano uye simba, isu tave kutanga kunzwisisa zvinogoneka neiyi tekinoroji. "

Data Center Boom

Investment muchikamu cheAI haina kugumira kune software uye algorithm kusimudzira chete. Mari yakakosha iri kutungamirwa kune zvivakwa zvinodiwa pakushanda kweAI masisitimu. Mukubvunzurudzwa, Mark Ganzi, CEO weDigitalBridge Group, akati: "Nzira inobatsira zvikuru yekubatsira nekupararira kweuchenjeri hwekugadzira ndeyekuisa mari muzvivakwa zvinotsigira iyi teknolojia inokurumidza kukura."

Indasitiri hofori dzakadai seIntel, Microsoft, Google, Meta, Nvidia, uye AMD dzagara dzichibatanidzwa mukugadzira zviyero zvakavhurika zveAI masumbu uye nzvimbo dzedata kuwedzera kushanda uye kusimba kwemapuratifomu eAI.

 Sezvo maAI maapplication achikura, ndizvo zvinoitawo kudiwa kwesimba remakomputa zviwanikwa. Zvinoenderana nekufanotaura nekambani yeanalytics ABI Research, huwandu hwenzvimbo dzeveruzhinji pasi rese huchasvika zviuru zvishanu nemazana manomwe pakupera kwegore rino uye hunogona kudarika zviuru zvisere nemazana mana panosvika 5,700.

"Kukurumidza kukura kwenhamba yenzvimbo dzedata kunoratidza zvakajeka kuwedzera kweAI kudiwa kwezvivakwa," anotsanangura Kokorin. -Zvinogoneka kuti mari yekudyara muAI zvivakwa inogona kuratidza kuve inobatsira sekudyara mutekinoroji pachayo. "

Vladimir Kokorin: Kuenzanisa tekinoroji vanguard uye fundamental pnheyo

Zvinoenderana neanotungamira masangano ekuongorora, musika wehungwaru hwekugadzira pasina mubvunzo uchaenderera mberi nekukura kwawo. Kukanganisa kweAI pahupfumi hwepasi rose kunotarisirwa kuve kwakakura. Sekureva kwePwC, AI inogona kupa mari inosvika zviuru gumi nezvishanu zvemadhora kuhupfumi hwenyika panosvika 15.7, iine madhora mazana matanhatu nemazana matanhatu emadhora akagadzirwa kubva mukuwedzera kwechigadzirwa chevashandi uye madhora 2030 tiririyoni kubva mumhedzisiro ine chekuita nekushandiswa.

Larry Fink, CEO weBlackRock, nguva pfupi yadarika akataura mubvunzurudzo kuti kuunganidza mari yakazvimirira yekuvaka AI zvivakwa kuchavhura "mikana yemabhiriyoni emadhora" yekudyara kwenguva refu. Maonero aya anogovaniswa nevanoongorora kuBank of America, avo vanofanotaura kuti 75% yemakambani ari kuita AI achanzwa zvakanaka mukati memakore mashanu anotevera.

Vladimir Kokorin anopedzisa achiti: "Zvakakosha kuyeuka kuti kubudirira kuchawedzera kuenderana nekuona makambani anokwanisa kushandura AI anogona kuita zvinobatika zvebhizinesi. Vanokunda vanove avo vanogona kudzikamisa zvine hunyanzvi pakati peiyo tekinoroji vanguard uye nheyo dzakakosha dzemusika wemari. "

* Vladimir Kokorin, muSpanish venture IT investor anobva kuRussia, muvambi weBritish consulting company. Bhizinesi Capital Consulting & Management Partners LLP, uye co-muvambi wedhijitari papuratifomu yekufamba kwemakambani Tumodo.

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