Umkhiqizi we-semiconductor i-Intel umemezele ukwenyuka kwemali eyizigidigidi eziyi-15.000 zamaRandi (cishe ama-€13.000 billion) ngokunikezwa kokuqala komphakathi kwesitoko esivamile. Lo msebenzi uhlose ukuqinisa amandla ezezimali enkampani ukuze asebenzise amathuba okukhula ahlobene nokukhula kobuhlakani bokwenziwa (AI). Ngokusho kwenkampani, amakhasimende ayo ayaqhubeka nokubonisa isidingo "esiqinile nesiqhubekayo" samandla okusebenzisa amakhompyutha, esiqhutshwa ukutshalwa kwezimali okungakaze kubonwe ngaphambili engqalasizinda ye-AI.
Le nkampani, eholwa yiLip-Bu Tan, ichaze ukuthi imali ezoqoqwa izosetshenziselwa "izinjongo zezinkampani ezijwayelekile," okungase kufake phakathi izindleko zempahla kanye nemali yokusebenza. Iphinde yagcizelela ukuthi lokhu kuthengiselana kuzoyivumela ukuthi "isebenzise amathuba okukhula azayo ngenkathi igcina ibhalansi eqinile kanye nokuzibophezela kwayo esilinganisweni sesikweletu sezinga lokutshalwa kwezimali." Lezi zindaba zenze ukuthi intengo yesitoko se-Intel yehle cishe ngo-4% eWall Street, ngenxa yomphumela wokunciphisa ukukhishwa kwamasheya amasha kubanikazi bamasheya abakhona.
Umsebenzi oqanjiwe phakathi kokuchuma kwe-AI
I-Intel ibone izindawo eziningana njengamathuba okukhula, okuhlanganisa i-AI ebonakalayo, ama-chips aklanywe ngokwezifiso, ukupakishwa kwe-semiconductor okuthuthukisiwe, kanye nokukhiqizwa kwe-wafer kwamakhasimende eqembu lesithathu. Le nkampani ihlela ukunikeza ababhali be-underwriters inketho yezinsuku ezingama-30 yokuthenga isitoko esivamile esifinyelela ku-$2.250 billion ngentengo yokunikezwa komphakathi, kuncishiswe izaphulelo ze-underwriting. I-JPMorgan Securities, i-Goldman Sachs, i-Morgan Stanley, kanye ne-Citigroup Global Markets basebenza njengabaxhumanisi abahlangene bokubekwa.
Lokhu kukhula kwemali kuza ngemuva kokuba i-Intel inyuse isibikezelo sayo sezindleko zemali ngo-2026 safinyelela ngaphezu kwamaRandi ayizigidi eziyizinkulungwane ezingama-20.000, kusukela esilinganisweni sokuqala samaRandi ayizigidi eziyizinkulungwane eziyi-18.000. Le nkampani iphinde yabonisa ukuthi ukutshalwa kwezimali kwayo ngo-2027 kuzoba "phezulu kakhulu" kunokwalo nyaka, okubonisa ukuzethemba kwayo ngenzuzo yesikhathi esizayo. Kwikota yesibili, i-Intel ibike ukulahlekelwa okuphelele kwamaRandi ayizigidi eziyizinkulungwane eziyi-11.033, okuwukwenyuka okungu-278% ngonyaka, yize imali engenayo ikhule ngo-25% yaya kumaRandi ayizigidi eziyizinkulungwane eziyi-16.128, okuwukukhula kwayo okukhulu kakhulu kwemali engenayo eminyakeni eyi-15.
Imiphumela exubile kanye nomongo wemakethe
Ibhizinisi le-Intel le-Computing kanye ne-AI lithole imali engenayo engu-$8.900 billion kule kota, okuwukwenyuka okungu-13%, kuyilapho i-Data Centers kanye ne-AI zifinyelele ku-$6.300 billion, okuwukukhula okungu-59%. I-Intel Foundry, uphiko lokukhiqiza ama-chip, ibike imali engenayo engu-$5.800 billion, okuwukwenyuka okungu-31% unyaka nonyaka. Lezi zibalo zibonisa isidingo esikhulu sama-processor ezikhungo zedatha kanye nezinhlelo ze-AI, yize inkampani isalokhu ingenanzuzo.
Ngokuphathelene nokuba namasheya, uhulumeni wase-US ugcina isabelo esicishe sibe yi-10% ku-Intel, kulandela ukutshalwa kwezimali okungu-$8.900 billion ngo-Agasti 2025 ngokuguqulwa kwezimali ezivela ohlelweni lwe-CHIPS. Lesi sabelo asisebenzi futhi asifaki ukumelwa ebhodini labaqondisi. Lokhu kuthengiselana kuhambisana nesithakazelo seWashington sokulondoloza amakhono okukhiqiza ama-semiconductor athuthukile asekhaya.
Amathemba Okutshalwa Kwezimali kwe-AI
Isu le-Intel liyingxenye yomjikelezo wokutshalwa kwezimali obanzi kakhulu engqalasizinda yobuhlakani bokwenziwa. Izinkampani ezinkulu zobuchwepheshe zandisa izindleko zazo zezimali ukwakha izikhungo zedatha nokuthola abaprosesa abadingekayo ukuqeqesha nokusebenzisa amamodeli e-AI. Ngokusho kwezilinganiso ezivela ku-Goldman Sachs, ukutshalwa kwezimali kwaminyaka yonke engqalasizinda ye-AI kungafinyelela ku-$765.000 billion ngo-2026, inani elibonisa amandla amakhulu okukhula komkhakha.
Ku-Intel, lokhu kwanda kumele ithuba kanye nesidingo esikhulu sokutshalwa kwezimali. Le nkampani incintisana emakethe ephethwe yiNvidia ebhizinisini le-AI accelerator kanye ne-TSMC ekukhiqizeni ama-chip athuthukile. Ngalokhu kwanda kwemali, i-Intel ifuna ukuthola amandla ezezimali ukuze iqinise isikhundla sayo futhi isebenzise isidingo samakhasimende esikhulayo.
Ngamafuphi, ukwenyuka kwemali eyizigidigidi eziyi-15.000 zamaRandi kuyisinyathelo esibalulekile se-Intel sokuxhasa ukwanda kwayo ebhizinisini le-AI, naphezu kokulahlekelwa kwamanje. Ukusabela okungekuhle emakethe kubonisa ukwehla kwabanikazi bamasheya, kodwa inkampani iqinisekile ukuthi ukutshalwa kwezimali ezindaweni ezifana ne-AI ebonakalayo kanye nokupakisha okuthuthukisiwe kuzoletha imbuyiselo esikhathini esiphakathi. Ngokusekelwa uhulumeni wase-US kanye nesidingo esiqhubekayo, i-Intel ifuna ukubuyisa indawo emkhakheni osulungele umnotho womhlaba.
