Urhwebo Lwangaphandle lweZiko leDatha leHlabathi luyanda ngo-2026, luqhutywa yiMfuno yeKhompyutha ye-AI kunye noTshintsho oluLuhlaza

Ngomhla wama-27 kweyoMdumba, ngo-2026 – Imakethi yorhwebo lwangaphandle lweziko ledatha lehlabathi ibone ukukhula okuqinileyo kwiinyanga ezimbini zokuqala zowama-2026, ikhuthazwa yimfuno ekhulayo yeziseko zophuhliso lwe-AI kunye nokukhuthaza uphuhliso oluluhlaza nolunekhabhoni ephantsi, ngokutsho kwedatha yamva nje yoshishino kunye neengxelo zophando lwemarike. Ngokwanda okuqhubekayo kwe-AI evelisayo, uhlalutyo lwedatha enkulu, kunye nezicelo ze-5G, imfuno yezixhobo kunye nezisombululo zeziko ledatha ezisebenzayo eziphezulu inyukile, nto leyo eqhuba inani lokuthumela ngaphandle iimveliso ezinxulumene noko liye kwinqanaba eliphezulu.

Ingxelo yamva nje ye-QYResearch ibonisa ukuba intengiso yemarike yeziko ledatha yehlabathi ifikelele kwi-355.2 yeebhiliyoni zeedola zaseMelika ngo-2025, kwaye kulindeleke ukuba ikhule iye kwi-755.98 yeebhiliyoni zeedola zaseMelika ngo-2032, kunye nezinga lokukhula lonyaka elihlanganisiweyo (CAGR) le-11.6% ukusuka ngo-2026 ukuya ku-2032. Umqhubi ophambili wolu khula yimfuno enkulu yamandla ekhompyutha ye-AI, ekhuthaze ukwakhiwa kwamaziko edatha amakhulu kakhulu, anamandla aphezulu kwaye yavuselela imfuno yeeseva, izixhobo zokupholisa ulwelo, kunye nezinye izinto eziphambili. Ngokuphathelele urhwebo lwangaphandle, abathumeli bezixhobo zeziko ledatha laseTshayina bafikelele ekukhuleni okuphindwe kabini kwiimarike ezithunyelwa kwamanye amazwe kwi-Asia-Pacific nakwi-Middle East, ngokuthe ngcembe betshintsha ukusuka ekuthunyelweni kwamanye amazwe okuxhomekeke kwiindleko ukuya kwimodeli entsha yehlabathi eqhutywa bubuchwepheshe kunye neempawu.

Idatha yemarike ikwabonisa amandla aqinileyo oshishino. Ukusukela nge-26 kaFebruwari 2026, ixabiso lilonke lemarike kwicandelo leziko ledatha (isalathisi 885887) lifikelele kwi-18.079535 trillion yuan, kunye nexabiso lokugqibela le-2476.5430, ukunyuka konyaka nonyaka kwe-1.78%. Umthamo wentengiselwano ngaloo mini ufikelele kwi-6.24024 trillion yuan, ebonisa umsebenzi oqinileyo wemarike. Ngokwesakhiwo semveliso, iimveliso ezinexabiso eliphezulu ezifana neenkqubo zokupholisa ulwelo, iikhabhathi ezinamandla aphezulu, kunye nezisombululo zokusebenza nokugcinwa ezikrelekrele ziye zaba ngamandla aphambili okuthumela ngaphandle, zibala ngaphezulu kwe-60% yenani lilonke lezixhobo zeziko ledatha.

Abantu abanolwazi oluphangaleleyo kushishino babonise ukuba imakethi yorhwebo lwangaphandle lweziko ledatha yehlabathi ikwajongene nemingeni efana nokuguqulwa kwemithetho yorhwebo lwamazwe ngamazwe kunye nokunyuka kokhuseleko lorhwebo. Umzekelo, irhafu jikelele enokubakho ye-15% eza kumiselwa eThailand yi-US inokuba nefuthe kuthungelwano lobonelelo lweshishini leziko ledatha kuMzantsi-mpuma we-Asia. Nangona kunjalo, indlela yokukhula kwexesha elide ayitshintshanga, ingakumbi ngokuqhubela phambili okunzulu kwe-"East-West Computing Project" eTshayina kunye nokukhawuleziswa kokwakhiwa kweziseko zophuhliso zedijithali kwiimarike ezisakhulayo, eziya kuqhubeka nokukhupha imfuno enkulu yemarike yorhwebo lwangaphandle lweziko ledatha.