Whalesbook
Asal mein, yeh jo AI sab jagah phail raha hai aur sabko lagta hai ki yeh sab kuch badal dega, us mein abhi kuch challenges aa gaye hain. Microsoft ne khud bola hai ki woh naye data centers nahi banayenge kyunki AI services ke liye demand expectations se thodi kam hai. Industry ke hisaab se, US mein jo 30% se 50% tak data center projects planned the, woh shayad ab delay ho jayenge ya cancel bhi ho sakte hain.
Aur ek reason yeh bhi hai ki local log bhi kai projects ko rok rahe hain, par asal masla yeh demand ka hi lag raha hai. Kai badi tech companies ne socha tha ki yeh 'winner take all' market banega aur bas kuch hi bade players bachenge, par ab lagta hai ki bahut saare ventures faydemand nahi ho payenge.
Ab upar se West Asia mein chal raha conflict aur tension badha raha hai. Bhai, AI ko na bahut saari energy lagti hai. Ek prediction ke hisaab se, 2030 tak AI ki energy demand 21% tak pahunch sakti hai poori duniya ki demand ka! Aur region mein data centers par hue attacks ne dikha diya hai ki yeh sab kitne vulnerable hain. Toh abhi construction issues, kam demand aur global instability milakar AI ke growth mein thoda slow down pakka hai.
Aage ka future toh yeh West Asia conflict khatam hone aur energy stable rehne par depend karta hai. Agar energy crisis chalta raha, toh AI bahut zyada mehenga ho jayega, aur market mein ek bada downturn bhi aa sakta hai. AI useful toh hai, par uska cost abhi solve nahi hua hai.