Furfurka Infrastrukturka AI: Ka Caawimaada Bararka Data Center ee $1 Biliyon oo Laga Galoo 2029

— Shaqeynta Domaaha AI ee Ammaanka Badan ee Adeegsashada Server ee Dunida

I. AI ee Leedahay Waxaa Jeliba Kala Soo Saarista Khadmadhka Caadiga ah
Macallimka cusub ee ka mid ah arrimaha waxbarashada dunid ee ku ballan qorshaha caadiga ee dunida ayaa ugu cadaynaya in lagu daaliyo $430 bilioon 2024 ilaa $1.1 biliyon 2029, taasoo la tustay meesha badan ee qiimaha compute ee AI.
Dhibcaada Badhanka Khadka AI: Khadka la taayeedday si gaaban ee AI wuxuu hadda ka qabsan yahay in ay kordhaan dhammaadka badhanka xajinta shirkadda, oo ugu dubeynaysa laba sano. Arimaha geeska ee kaloo waxay kor u deeqeysaa kan hadal, khadka AI ay ku jawaabay 40% ama ka badan oo arridaha laga saaray.
Miisaanka Khadka AI oo Dib u dhacaya: Nidaamka AI ee danbeeya, oo kale-dhexaad leh NVIDIA H100 ama mid dhow, ayaa daloolin kara $200,000 gudbi kasta, taas oo muujinaya quraacyada loo soo saaray si loo martilmaado LLM iyo nidaamka kale ee lacagta ugu horreya ee leh bilioonka paramiter.
Arigaaska Geeska ee Ugu Horreya Eegaya Qorshaha: Takooyinka tech ee kale-dhexaad leh Meta, kaas oo la isku dayn doonaa in la shaqeeyo 350,000 GPU AI sanadkii 2024, hadda waxay u egnaa qorshaha badanka server hardware ee globalka.

II. Beddelada Infrastruktur: AI Wuxuu Beddelayaa Qaabka Server
Si loo furo suurtogalka AI, infrastruktuurka server ee dambe wustu beddel in ay geliya saddex qayb ee muhim:
1. Kaciga Qoddayaasha ee Horumarinta CPU - Shirkhoyinka teknolojiyed oo isku beddeliyaa GPU-yada ee laa iibsan karta siinayaa qoddayaasha xuska ah—sida TPU v5, Trainium, iyo CDNA3 ee AMD—ka so bandhigaya in kala duwanaanshaha jiidka/awoodda. Qoddayaasha saxan oo lagu tali doonaa in ay ka qabsado badanaa shilmaare dambeyntii 2029.
2. Isla'egta Muhiimka iyo Xawaarinta Awoodda - Marka clusters-ka AI u baahan tahay 80–120kW/rack, waxaa lama fududa in la soo saarayo xawaarinta hore. Wuxuu kor u tagay isticmaalka xawaarinta ilaa chip-ka iyo immersion cooling, iyagoo PUE u yeeraya 1.05 dhammaan dhakhliga cusub ee deynta.
3. Iftiinada Dhaqanka iyo Xisaabta ee Horumarka AI - 800G transceivers, silicon photonics, iyo low-latency fabrics ayaa sida caadiga loo isticmaalo marka loo qoraa clusters-ka. Haddana, waxaa ay kor u baxaa guddi ahaan InfiniBand vs. Ethernet ee cadna wixii ugu sarreeya marka ay aragtiyayaasha weyn ku qabanayaan qiimo iyo qaybinta.

III. Furitaanka Barbaarin Looma Filna Karin ee Qiimaha AI Server ee Dhabeecada
In uu isku dayro guryaha soo socota, macaamiisha xidhmaha ayaa inay keenan cidinaas:
1. Dib-u-Dhaqan Server - Ugu bixi gudbinta dhow iyo u soo saar khuskho badan oo leh in ka mid ah meelaha kale ee AI, sida H100s, MI300X, iyo isku darka qorshadayda, ee ku jira hal chassis.
2. Qaab-dhismeedka Kefle-inka Horay - Fur sistemaada carruurta ee AI, oo leh talaabada balanciga ee waqtiga saxda ah iyo hortiisa saxda ah, u dhancayo isticmaalka iyo isticmaalka lahayd ee fudud u dhigaya 30%.
3. Dhaqan Ama Dheerka AI - Siiya xajmajoog aan la tusho, oo la isku dayay in la sameeyo data centers, oo la habboon yahay si ay ugu filanno edge iyo badbaadada gobolka ah. Korosari dakhliga green ee adag oo la isku dayay in la koobiyo arrimaha ilaa barbardhaha.

IV. Halke looga Gaadijiyaa Siyada Arrintiisa Iyo Arrintiisa ee Arrintiisa ee AI
La soo dartay hardware, xoogta sidoo kale waa la muujiyaa polisi, edge AI, iyo ecoystems la isku dayo:
Sustainability Mandates: Xukuumadda gobollada sida UE waxay pushkaraa in PUE <1.3 ayaa lagu talagalay iyo in la isticmaalayo teebta cimrada, taas oo muhiim ah u dhisan doonaa in la sameeyo in la isku dayo.
Amaanaha AI ee la wareejiyay: Haddii aan ka qaybqaato nidaamka khafiif iyo IoT, hubi in ay clusters server ee edge-ready lahayd u dhigantahay lacagta cusub.
Iftiin la xiriisay aliance: Bixiyayaasha Silicon, muhandisiyada ee korosha bulbulka, iyo walxayaasha shabakadu waa inay sameyso isku mid ah ee la xiriiso AI iyo u dhaafdaan xidmajoog leeyahay dunida.

Fikrad Daar
Marka AI wax ku bedel doonaa iqtisaamena digitalkeeda, saaabtada server iyo bixiyayaashada jiidada joogto khorshaha $1 trillion ee dunida. Kii kaliya oo awood leh inuu geliyo nidaamka server ee AI oo leh qiimaha sare iyo caasiga sare wuxuu kaliya uu bedel mayaa soddonkii eed sida loo yaqaan infrastruktur—laakiin sidoo kale wuxuu caawi doonaa in la sameyo backbonka neural ee barbarinta soo socda.