IUnited States iye yavuma Iilayisensi zokuthumela ngaphandle zeNvidia zokuthengisa iitshiphusi ze-AI kwi-United Arab Emirates, inyathelo elivula isivumelwano esele sithetha-thethane esiye saphakamisa iinkxalabo ngenxa yezizathu zokhuseleko lwesizwe. Isigqibo, esixelwe nguBloomberg kwaye saqinisekiswa yimithombo yoshishino, sibandakanya iibhiliyoni zeedola ekuthunyelweni.
Ugunyaziso luza emva kokuba a isivumelwano samazwe amabini kubukrelekrele bokwenziwa kwavunyelwana ngoMeyi, edibanisa ukuthengiswa kwe-semiconductor kwi-reciprocal Emirati investment in the United States. UNvidia wenqabile ukuphawula, kwaye, ngokutsho kweReuters, i-White House kunye neSebe lezoRhwebo ayizange iphendule ngokukhawuleza kwizicelo zolwazi.
Yintoni evunyiweyo kwaye phantsi kwesiphi isakhelo
IQumrhu leSebe lezoRhwebo loShishino noKhuseleko (BIS) usanda kukhupha iilayisensi kuNvidia ngaphakathi kwesakhelo sesivumelwano seMeyi AI, ngokutsho kwabantu abaqheleneyo nalo mbandela. Injongo kukunyusa ukwakhiwa kwe amaziko edatha kwi-UAE, icandelo eliphambili loqeqesho kunye nokuthunyelwa kweemodeli zobukrelekrele bokwenziwa.
Ngokutsho kwegosa, kwafika ukukhanya okuluhlaza emva kokuba i-UAE igqibezele izicwangciso zotyalo-mali olulinganayo e-US.Isixa esichanekileyo sokuthunyelwa kokuqala kunye negalelo le-Emirati akuzange kubhengezwe, nangona imithombo ithetha ngentengiselwano efikelela kwiibhiliyoni zeedola.
Umthamo olindelekileyo kunye neshedyuli yokuthumela
Ngokutsho kolwazi oluphambili ngoMeyi, I-US iceba ukugunyazisa ukuya kuthi ga kwi-500.000 yeetshiphusi ze-AI eziphambili ngonyaka ukuqala ngo-2025.. Esi sikhokelo siya kuhlala sikhona kude kube ngu-2027 kwaye sinokukwandiswa kude kube ngu-2030, ngokwemithombo yoshishino. Isicwangciso sikwaqwalasele oko Malunga nesihlanu seetshiphusi zabelwe iqela le-G42, isigebenga se-AI esekwe e-Abu Dhabi.
Nangona kunjalo, iphakheji yokuqala yeelayisensi ayinakubandakanya iiyunithi ze-G42 ukusuka ekuqaleni, ngokwemithombo efanayo. Ukukhutshwa kweemvume ezongezelelweyo kuya kuxhomekeka kwinkqubela phambili yeeprojekthi ezithile zotyalo-mali e-U.S. kunye nokuthotyelwa kweemeko zokhuseleko ezichaziweyo.
Kwinqanaba lokuqala loyilo lwesivumelwano, a umda osezantsi, malunga 100.000 chips ngonyaka, eyaphela yanyuka yaya kutsho kwisiqingatha sesigidi. Oku kwanda kuye kwavusa ingxoxo eWashington malunga nokuba ilizwe lifumana inzuzo eyaneleyo, ngakumbi ngokumalunga Ukhuseleko lobuchwepheshe ngokuchasene neTshayina.
Iimeko zokhuseleko kunye nabaqhubi abagunyazisiweyo
Amagosa ase-US agxininise ukuba Iitshiphusi kufuneka ziqhutywe liziko ledatha eligunyazisiweyo kunye nababoneleli belifu eU.S.Lo mlinganiso ulandela ulawulo olomeleziweyo oluphunyeziweyo ukusukela ngo-2023 ukunqanda ukuphambukiswa kobuchwephesha obunovakalelo, isakhelo esithe sacutha iilayisensi kunye nomthamo wentengiso olinganiselweyo kwimimandla emininzi, kubandakanya i-UAE.
Ngaxeshanye, I-G42 iqinise amakhonkco kunye noMicrosoft phantsi kokuzibophelela ukuba kude nabathengisi baseTshayina abanjengoHuawei. Nangona iHuawei izame ukufumana umhlaba kwiGulf kunye ne-Ascend 910B chip kunye nokufikelela kude kwiinkqubo eziphambili kakhulu e-China, i-traction yayo yorhwebo ihlala ilinganiselwe, ngokweengxelo zeshishini.
Isebe lezoRhwebo liphinde lakuphinda ukuzinikela kwalo Intsebenziswano yotshintsho kwi-AI phakathi kwe-US kunye ne-UAEInxalenye yolu lwakhiwo ibandakanya iimfuno zolawulo, uphicotho-zincwadi kunye nolawulo lokufikelela kwiinkqubo, ukuze kusetyenziswe iisemiconductors. ube phantsi kweliso labasebenzi baseMelika kwaye ihambelana nezithintelo zangoku.
Impembelelo kwi-UAE kunye neqhinga lase-US
Kwi-Emirates, imvume ibalulekile: I-AI yinto ephambili kwisizwe kwaye ilizwe lityala imali eninzi ngaphakathi nangaphandle kwemida yalo. Isivumelwano siqhagamshelwe ku ezintlanu-gigawatt macro data iziko Abu Dhabi, eya kuba ne-OpenAI njengomqeshi we-ankile, ngokutsho kwemithombo eyaziwayo ngalo mbandela.
Ukusuka kwicala laseMelika, iilayisensi zimele i Iimvume zokuqala zeNvidia AI chips kwi-UAE phantsi kolawulo lwangokuNgokwezopolitiko, isicwangciso sifuna ukukhusela utyalo-mali olufanelekileyo e-US kunye nokuthintela ababoneleli baseTshayina ukuba babambe abathengi kuMbindi Mpuma phakathi ugqatso lwehlabathi lwe-AI.
Amazwi eWashington agcina ugcino malunga Ubudlelwane bezoqoqosho be-UAE neTshayina kwaye sicela iinkcukacha ezithe vetshe zokhuseleko. Nangona kunjalo, iphakheji yelayisenisi ibonisa inkqubela ebonakalayo kwisivumelwano esiye sahlala kwiinyanga kwaye oko inokusebenza njengethempleyithi yesikhokelo solawulo lwe-AI kwixesha elizayo.
Kwinqanaba lemali, imithombo ekuye kwaboniswana ngayo yalatha ku-a Isithembiso sotyalo-mali seminyaka elishumi e-Emirati iiprojekthi ezinkulu eUnited States, ezingenazo iinkcukacha zokugqibela zeeprojekthi okanye iimali zesigaba ngasinye. Eli galelo lingalingana nokuthunyelwa kweetshiphu, idola ngedola, ngokwesivumelwano.
Yintoni engekavalwa
Kusekho iziphelo ezivulekileyo zokubopha: ishedyuli echanekileyo yezi mvume zilandelayo, iimeko ezithile eziza kulawula abaqhubi bendawo njenge-G42, kunye nokugqitywa kotyalo-mali lwase-Emirati e-US. Abasemagunyeni abakhange bachaze ukuba iza kuphunyezwa nini izahlulo ezitsha okanye imiqathango yokugqibela iya kuba yintoni.
Ngeli xesha, inyani entsha yolawulo ihlala kunye nemvelaphi entsonkothileyo: Uxinzelelo lwetekhnoloji kunye neTshayina baye babeka iimvume kunye nemida ekuthunyelweni kumazwe angaphandle kwee-semiconductors eziphambili. Kulo mxholo, iinkampani zase-US kuye kwafuneka zilungelelanise iimarike kunye neeshedyuli, kwiimeko apho ukuthunyelwa okuthile ngokuthe ngcembe kwaqaliswa kwakhona kulandela izivumelwano zorhwebo ngokubanzi.
Ngokubhekiselele ekusebenzeni, okuphambili kokusebenza kwi-UAE kukuhambisa Iziseko ezingundoqo zekhompyutha evumela ukukala koqeqesho lwe-AI kunye neenkonzo, ngelixa ukhumbula ukwenziwa kwasekhaya, ulawulo lokufikelela, kunye neemfuno zophicotho ezihambelana neemfuno zelayisenisi zase-U.S.
Intshukumo yaseWashington ivula isivumelwano esele senziwa ukusukela ngoMeyi kwaye ikhonkco Iitshiphusi zeNvidia, utyalo-mali olulinganayo, kunye neemeko zokhuseleko eziphuculweyoNgokufikelela kwi-500.000 yeeyunithi ngonyaka ukusuka ngo-2025, ingqwalasela ngoku ikukuphehlelelwa kwamaziko edatha e-Abu Dhabi kunye nendlela iilayisensi ezizayo eziguquka ngayo, kwibhalansi ebuthathaka phakathi kwamabhongo etekhnoloji kunye nolawulo lobuchule.