Iterambere ryihuse nogukoresha AI biratera ingufu zikenewe mubigo byamakuru kugirango bikure cyane.

Raporo yubushakashatsi iheruka gutangwa na Banki ya Amerika Merrill Lynch ushinzwe ingamba z’imigabane Thomas (TJ) Thornton yahanuye ko imbaraga

imikoreshereze yimirimo ya AI iziyongera ku kigero cyo kwiyongera cyumwaka wa 25-33% mumyaka mike iri imbere.Raporo ishimangira

ko gutunganya AI bishingiye cyane cyane kubice bitunganya ibishushanyo (GPUs), kandi ingufu za GPU zagiye ziyongera

ugereranije na kahise.

Gukoresha ingufu nyinshi za santere zishyiraho ingufu nini kuri gride.Ukurikije ibiteganijwe, imbaraga zamakuru yisi yose

icyifuzo gishobora kugera kuri 126-152GW muri 2030, hiyongereyeho ingufu zamasaha agera kuri 250 terawatt (TWh) muriki gihe

gihe, gihwanye na 8% by'ingufu zose zisabwa muri Amerika muri 2030.

Banki ya Amerika Merrill Lynch yagaragaje ko ingufu z'amashanyarazi y'ibigo biri kubakwa muri Amerika azabikora

kurenga 50% yo gukoresha amashanyarazi yikigo gisanzwe.Abantu bamwe bahanura ko mumyaka mike nyuma yaya makuru

ibigo byarangiye, gukoresha ingufu za data center bizongera kabiri.

Banki ya Amerika Merrill Lynch iteganya ko mu 2030, biteganijwe ko umuvuduko w’ubwiyongere bw’umwaka buri mwaka ukenerwa n’amashanyarazi muri Amerika

kwihuta kuva 0.4% mumyaka icumi ishize kugeza kuri 2.8%.

Ishoramari mu bigo bitanga amashanyarazi bikomeza kuzamura ibicuruzwa nkibicuruzwa byumuringa na uranium

Kugira ngo ingufu zikenewe zikenewe mu bigo, ibikorwa remezo bya gride nubushobozi bwo gutanga amashanyarazi bisaba ishoramari rinini

mu kuzamura.

Banki ya Amerika Merrill Lynch yerekanye ko ibyo bizazana amahirwe yo gukura ku bakora amashanyarazi, abatanga ibikoresho bya gride,

amasosiyete akora imiyoboro hamwe na gride itanga ikoranabuhanga.Byongeye kandi, gukenera ibicuruzwa nkumuringa na uranium nabyo bizakorwa

kungukirwa niyi nzira.

Banki ya Amerika Merrill Lynch iteganya ko icyifuzo cy'umuringa cyiyongera kizanwa n’ibigo by’amakuru kizagera ku 500.000

toni muri 2026, kandi bizamura ingufu z'umuringa uzanwa n'ishoramari rya gride.

Ku isoko rya toni miliyoni 25, (500.000) zishobora kutumvikana cyane, ariko umuringa ni ngombwa muri tekinoroji yose ikoresha

amashanyarazi.Kubwibyo, isoko ryiyongera.

Banki ya Amerika Merrill Lynch yerekanye ko ingufu za gazi zisanzwe ziteganijwe kuba amahitamo ya mbere yuzuza

icyuho cy'imbaraga.Muri 2023, Reta zunzubumwe zamerika zizokwongerera 8.6GW yububasha bwo gutanga ingufu za gaze, hamwe n’inyongera 7.7GW

kongerwaho mumyaka ibiri iri imbere.Nyamara, akenshi bisaba imyaka ine uhereye kubitegura kugeza kurangiza urugomero rwamashanyarazi no guhuza imiyoboro.

Byongeye kandi, ingufu za kirimbuzi nazo zifite umwanya wo gukura.Kwagura inganda zikoresha ingufu za kirimbuzi no kwagura

impushya zo gukora zishobora kongera uraniyumu ku 10%.Nyamara, amashanyarazi mashya ya kirimbuzi aracyafite ibibazo byinshi nkibi

nk'igiciro no kwemerwa.Ibikoresho bito n'ibiciriritse (SMRs) birashobora kuba igisubizo, ariko ntibizaboneka kuri a

nini kugeza nyuma ya 2030 hakiri kare.

Imbaraga z'umuyaga n'izuba bigarukira ku gihe cyazo, kandi biragoye kwigenga byigenga 24/7

Bya i Hagati.Birashobora gukoreshwa gusa nkigice cyibisubizo rusange.Byongeye kandi, guhitamo urubuga hamwe na gride ihuza ibishobora kuvugururwa

ingufu z'amashanyarazi nazo zihura nibibazo byinshi bifatika.

Muri rusange, ibigo byamakuru byongereye ingorane zo kwangiza inganda zingufu.

Menyesha ibindi bintu by'ingenzi

Raporo yerekanye kandi ko iterambere ry’ikigo rigenda riva mu turere twinshi tujya mu turere aho amashanyarazi ahendutse kandi

byoroshye guhuza gride, nka Reta zunzubumwe zamerika ikunze guhura nibiciro bibi byamashanyarazi kubera byinshi

ingufu zishobora kubaho.

Muri icyo gihe, iterambere ry’ibigo by’amakuru mu Burayi no mu Bushinwa nabyo birerekana iterambere ryiza cyane cyane Ubushinwa,

bikaba biteganijwe ko bizaba igihugu kiza imbere mubikorwa byo gutangiza amakuru no kubishyira mu bikorwa.

Mu rwego rwo kunoza imikorere yingufu, urwego rwamakuru yinganda zifata inzira zinyuranye: guteza imbere ubushakashatsi

no kwiteza imbere no gushyira mubikorwa chip-nziza cyane, ukoresheje tekinoroji yo gukonjesha igezweho nko gukonjesha amazi, na

gushyigikira hafi yingufu zishobora kuvugururwa no kubika ingufu.

Nyamara, muri rusange, hari umwanya muto wo kunoza imikorere yingufu zamakuru.

Banki ya Amerika Merrill Lynch yerekanye ko ku ruhande rumwe, algorithm ya AI igenda itera imbere kuruta gukoresha ingufu za chip;

kurundi ruhande, tekinoroji nshya nka 5G ihora itanga ibisabwa bishya kububasha bwo kubara.Gutezimbere mu mbaraga

gukora neza byadindije iterambere ryikoreshwa ryingufu, ariko biragoye guhindura muburyo bwimikorere yingufu nyinshi

ikoreshwa mu bigo byamakuru.