Kugira ngo AI itange umusaruro ufatika, ikenera ikoranabuhanga rigezweho, ririmo cyane cyane ’chips’ zigezweho, zituma imashini zikoreshwa mu gukusanya amakuru akoreshwa mu gutoza AI zihuta, zigakora byinshi mu gihe gito.

Intego ni bizagera ubwo AI ikora ibisa nk’ibitangaza magingo aya, nko gusuzuma umuntu, ikabona ubwoko bwa kanseri azarwara mu myaka itanu iri imbere, ikagira uruhare mu kumukorera umuti cyangwa urukingo byihariye bijyanye n’imiterere y’umubiri we, agakira atigeze anarwara.

Gusa kugira ngo ibyo bigerweho, ibigo bikoresha AI bizakenera ’chips’ zifite ubushobozi buri ku rwego rwo hejuru, Nvidia, ikigo cy’Abanyamerika, kikagira umwihariko wo gukora izi ’chips’ mu buryo bugezweho zifatwa nk’iza mbere ku Isi.

Igihe cyose Nvidia izakomeza kuyobora mu gukora ’chips’ zigezweho, kandi bisa nk’aho nta bindi bigo bihanganye mu buryo bufatika, iki kigo cyari cyizeye inyungu, bituma abashoramari bagifata nk’umutima wa AI mu bihe biri imbere, maze si ukwivayo, bagishoramo akayabo batizigamye.

Iyi nkundura yo gushora muri Nvidia yatangiye mu 2022 ubwo OpenAI, ikigo cyakoze ChatGPT, cyashyiraga hanze iryo koranabuhanga, ubwo buri wese abona aho Isi igana, Nvidia igirirwa icyizere gutyo.

Hagati ya 2022 na 2024, inyungu ya Nvidia yikubye inshuro 200 zose. Ibi byatewe n’uko ibindi bigo byifuza kubika amakuru no gukora AI zabyo, byari bikeneye ’chips’ za Nvidia.

Muri iyo myaka, agaciro k’iki kigo kikubye inshuro 700 zose, kagera kuri miliyari 3620$. Umuntu washoye 10$ icyo gihe muri Nvidia, nyuma y’imyaka ibiri gusa, yakuyemo 7000$. Biragoye kubona ikindi kigo cyangwa ishoramari ryapfa kuguha inyungu ingana gutya.

Ku ruhande rwa OpenAI, icyizere iki kigo kigirirwa n’abashoramari nacyo cyakomeje kwiyongera, ndetse gitangira gucuruza ChatGPT, aho irigezweho rya ChatGPT Pro, rigurishwa kugera kuri 200$.

Icyakora ibintu byahinduye isura nyuma y’uko ikigo cy’Abashinwa cya DeepSeek, gishyize hanze ikoranabuhanga rizwi nka DeepSeek-R1 rikora neza neza nk’ikoranabuhanga rigezweho rya OpenAI rizwi nka o1.

Itandukaniro rya DeepSeek na OpenAI, ni uko DeepSeek yakoresheje amafaranga make mu gutoza ikoranabuhanga ryayo, inakoresha amakuru yabonye byoroshye kandi ibi byose ibikora mu gihe gito cyane kurusha icyo OpenAI yari yarakoresheje.

Byongeye kandi, ikoranabuhanga rya DeepSeek ku rwego rw’ikoranabuhanga rya OpenAI, benshi bakanemeza ko ririrusha gutanga amakuru menshi, ikindi rikaba ryakoreshwa na buri wese kuko ari ubuntu, rinafunguriwe buri wese ushobora gukoresha bimwe mu birigize, agakora irindi koranabuhanga rye ku giti cye yifuza.

Ibi rero byatumye abashoramari batangira gutera icyizere OpenAI kuko bari kubona ko bishobora gukoresha ikoranabuhanga rya AI rigezweho kandi bigakorwa bidahenze cyane nk’uko bamwe babanje kubitekereza.

Ku rundi ruhande, Nvidia nayo ntabwo yorohewe kuko ishingiro ry’icyizere igirirwa, rigaragaza ko hazakenerwa ’chips’ zigezweho cyane mu guteza imbere ikoranabuhanga rya AI, riri gutakaza uwo mwimerere kuko DeepSeek yakoresheje ’chips’ zihendutse mu gukorana DeepSeek-R1.

Ibi byatumye ba bashoramari bari barashoye imari muri AI ifatika muri Nvidia, batangira kubona ko iri shoramari ryabo rishobora kuzatakaza agaciro mu gihe habaho ikoranabuhanga riteye imbere nka DeepSeek-R1 rishobora gukorwa ridakeneye ’chips’ zigezweho za Nvidia.

Uku gutakaza icyizere, byagaragariye mu isoko ry’imari n’imigabane kuko kuri uyu wa Mbere gusa, imigabane ya Nvidia yatakaje agaciro ku kigero cya 17%, ibyaherukaga mu ntangiriro za 2020. Iyi migabane, ifite agaciro ka miliyari 600$. Mu mateka y’isoko ry’imigabane muri Amerika, nta kindi kigo cyigeze gitakaza imigabane ifite agaciro kangana gutya mu munsi umwe gusa.

Kuri bamwe, bafashe iri koranabuhanga ry’u Bushinwa nk’ikimenyetso simusiga cy’uko iki gihugu gifite ubushobozi bufatika bwo guhangana na Amerika mu bijyanye na AI, ingingo y’ingenzi cyane kuko AI izagira uruhare mu mibereho y’Isi mu bihe biri imbere.