Ngo-2025, ukuqalwa kobuhlakani bokwenziwa kuye kwadala izigidigidi ezintsha eziningi, okunomthelela ekuhlinzekweni kwe-AI osekuba enye yengcebo enkulu kakhulu ezikhathini zamuva nje. Imizamo emikhulu yokuqongelela imali yezinkampani ezifana ne-Anthropic, Safe Superintelligence, OpenAI, kanye ne-Anysphere iholele engcebweni emisha kanye nezilinganiso eziqhutshwayo zafinyelela phezulu.
Njengamanje, kukhona 'ama-unicorn' we-AI angu-498, noma amafemu e-AI azimele anenani elilinganiselwa ku-$1 bhiliyoni noma ngaphezulu, anenani eliphelele lama- $2.7 trillion, njengoba kubikwe yi-CB Insights. Ngokuphawulekayo, eziyi-100 zalezi zisungulwe kusukela ngo-2023. Ukwengeza, ngaphezu kwe-1,300 AI yokuqalwa kwenani elingaphezu kwezigidi ezingu-$ 100, ngokusho kwenkampani.
Ngokukhuphuka kwamanani entengo yesitoko se-Nvidia, Meta, Microsoft, nezinye izinkampani zomphakathi ezihlobene ne-AI, kanye nezinkampani ezakha izikhungo zedatha namandla ekhompyutha, kanye namaholo amakhulu onjiniyela be-AI, i-AI ikhiqiza ingcebo yomuntu siqu ngesilinganiso esenza ukuthi ama-boom zobuchwepheshe adlule abonakale emancane.
Ochwepheshe bayaqaphela ukuthi, uma sibheka emuva eminyakeni engaphezu kwekhulu yedatha, ingcebo yenziwa ngesayizi nesivinini esingakaze sibonwe. Igagasi elisha losozigidigidi liyavela kanye nezibalo ezikhuphukayo.
NgoMashi, iBloomberg yalinganisela ukuthi izinkampani ezine ezinkulu ezizimele ze-AI zikhiqize okungenani osozigidigidi eziyi-15, nesamba semali eyizigidigidi ezingama-38 zamarandi. Kusukela lapho, sekuqashelwe ama-unicorn amasha angaphezu kweshumi nambili.
UMira Murati, oshiye i-OpenAI ngoSepthemba odlule, waqala i-Thiking Machines Lab ngoFebhuwari. NgoJulayi, uthole amaRandi ayizigidi eziyizinkulungwane ezimbili emzuliswaneni omkhulu woxhaso lwembewu omkhulu kunayo yonke eyake yaba khona, okunikeze inkampani inani lamaRandi ayizigidi eziyizinkulungwane eziyi-2, ngokusho kwemibiko.
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I-Anthropic AI kubikwa ukuthi isezingxoxweni zokuqoqa ama-dollar ayizigidi eziyizinkulungwane ezingu-5, ngenani elifinyelela ku-$ 170 billion, okwakucishe kube kathathu inani lalo ngoMashi. I-CEO uDario Amodei kanye nabasunguli bakhe abayisithupha manje kungenzeka bangosozigidigidi, njengoba kusho imithombo ejwayelene nale nkampani.
I-Anysphere yalinganiselwa ku-$9.9 billion ngesikhathi somcimbi wokuqongelela imali wangoJuni. Emasontweni ambalwa kamuva, ithole izinhlinzeko ezibiza phakathi kuka-$ 18 billion no-$ 20 billion, okungenzeka ukuthi kwenza umsunguli wayo oneminyaka engu-25 ubudala kanye no-CEO, uMichael Truell, abe usozigidi.
Kodwa-ke, umcebo omningi ovela ku-AI uboshelwe ezinkampanini ezizimele, okwenza kube nzima ukuthi abasunguli nabanikazi bezabelo bakhiphe imali. Ngokungafani ne-dot-com boom yasekupheleni kweminyaka yawo-1990, lapho amafemu amaningi ephuma esidlangalaleni, ukuqaliswa kwe-AI kwanamuhla kungahlala kuyimfihlo isikhathi eside ngenxa yokutshalwa kwezimali okuqhubekayo okuvela emalini yebhizinisi, izimali zengcebo yokuzimela, amahhovisi emindeni, nabanye abasekela ubuchwepheshe.
Ngesikhathi esifanayo, ukukhuphuka okusheshayo kwezimakethe zesibili kwenza abanikazi bezinkampani ezizimele bakwazi ukudayisela abanye abatshalizimali amasheya abo, okudala imali. Ukuthengiswa kwesibili okuhleliwe nokunikezwayo kwamathenda kuya ngokuya kuvama. Abasunguli abaningi bangakwazi futhi ukuboleka imali ngokulingana kwabo.
I-OpenAI kubikwa ukuthi isezingxoxweni zokudayiswa kwesabelo sesibili okuhloswe ngazo ukuhlinzeka ngemali kubasebenzi bayo. Ukulinganisa okuhlongozwayo kwezigidigidi ezingama-500 zamaRandi kulandela umzuliswano wokuqongelela imali ngoMashi owabeka inani lawo ku-$300 billion.
Amafemu amaningi azimele ayathengwa noma ayahlanganiswa, okubuye kukhuphule imali. Ngemuva kokuthi iMeta itshale imali eyizigidi eziyizinkulungwane eziyi-14.3 ku-Scale AI, umsunguli u-Alexandr Wang wajoyina iqembu le-Meta's AI.
Ngokusho kwe-CB Insights, kube nemicimbi ye-liquidity engama-73 ngo-2025, okuhlanganisa ukuhlanganiswa, ukuthengwa, ama-IPO, kanye neziteki eziningi zebhizinisi. Ngemuva kokutshalwa kwezimali kweMeta, umsunguli we-Scale AI, uLucy Guo, oshiye ngo-2018, wathenga isithabathaba somuzi e-LA's Hollywood Hills cishe ngezigidi ezingama- $ 30.
