Ukuhwebelana Kwangaphandle Kwesikhungo Sedatha Yomhlaba Wonke Kuyanda Ngo-2026, Kuqhutshwa Yisidingo Sekhompyutha Se-AI kanye Noshintsho Oluluhlaza

27 Feb 2026 – Imakethe yokuhweba yangaphandle yesikhungo sedatha yomhlaba wonke ibone ukukhula okuqinile ezinyangeni ezimbili zokuqala zika-2026, iqhutshwa yisidingo esikhulayo sengqalasizinda yokubala i-AI kanye nokusunduza komhlaba wonke kwentuthuko eluhlaza kanye ne-carbon ephansi, ngokusho kwedatha yakamuva yemboni kanye nemibiko yocwaningo lwemakethe. Ngokwanda okuqhubekayo kwe-AI ekhiqizayo, ukuhlaziywa kwedatha enkulu, kanye nezinhlelo zokusebenza ze-5G, isidingo semishini yesikhungo sedatha esebenza kahle kanye nezixazululo sikhuphuke kakhulu, okwenza inani lokuthumela ngaphandle kwemikhiqizo ehlobene lifinyelele phezulu kakhulu.

Umbiko wakamuva we-QYResearch ukhombisa ukuthi ukuthengiswa kwemakethe yesikhungo sedatha yomhlaba wonke kufinyelele kumadola aseMelika ayizigidigidi ezingama-355.2 ngo-2025, futhi kulindeleke ukuthi kukhule kufike kumadola aseMelika ayizigidigidi ezingama-755.98 ngo-2032, ngesilinganiso sokukhula sonyaka esihlanganisiwe (i-CAGR) esingu-11.6% kusukela ngo-2026 kuya ku-2032. Umshayeli oyinhloko walokhu kukhula yisidingo esikhulu samandla okubala i-AI, esikhuthaze ukwakhiwa kwezikhungo zedatha ezinkulu kakhulu, ezinamandla aphezulu futhi savuselela isidingo samaseva, imishini yokupholisa uketshezi, nezinye izingxenye eziyinhloko. Ngokuphathelene nokuhweba kwamanye amazwe, abathumeli bemishini yesikhungo sedatha saseShayina bafinyelele ukukhula okuphindwe kabili kokuthunyelwa kwamanye amazwe ezimakethe zase-Asia-Pacific naseMpumalanga Ephakathi, kancane kancane beshintsha kusuka ekuthunyelweni kwamanye amazwe okuncike ezindleleni kuya kumodeli entsha yomhlaba wonke eqhutshwa ubuchwepheshe kanye nemikhiqizo.

Idatha yemakethe nayo ikhombisa umfutho oqinile wemboni. Kusukela ngomhlaka-26 kuNhlolanja 2026, inani eliphelele lemakethe lomkhakha wesikhungo sedatha (inkomba 885887) lifinyelele ku-18.079535 trillion yuan, ngenani lokugcina elingu-2476.5430, ukwanda konyaka nonyaka okungu-1.78%. Umthamo wokuthengiselana ngalolo suku ufinyelele ku-6.24024 trillion yuan, okubonisa umsebenzi oqinile wemakethe. Ngokuphathelene nesakhiwo somkhiqizo, imikhiqizo enenani eliphezulu njengezinhlelo zokupholisa uketshezi, amakhabethe anomthamo ophezulu, kanye nezixazululo zokusebenza nokulungisa ezihlakaniphile ziye zaba amandla amakhulu okuthumela kwamanye amazwe, okwenza okungaphezu kuka-60% wenani eliphelele lokuthumela kwamanye amazwe imishini yesikhungo sedatha.

Abangaphakathi embonini baveze ukuthi imakethe yokuhweba kwangaphandle yesikhungo sedatha yomhlaba wonke nayo ibhekene nezinselelo ezifana nokuguqulwa kwemithetho yokuhweba yamazwe ngamazwe kanye nokwanda kokuvikelwa kwezohwebo. Isibonelo, intela ejwayelekile engu-15% engase ibekwe eThailand yi-US ingaba nomthelela ochungechungeni lokuhlinzekwa kwemboni yesikhungo sedatha eNingizimu-mpumalanga ye-Asia. Kodwa-ke, umkhuba wokukhula kwesikhathi eside awukashintshi, ikakhulukazi ngentuthuko ejulile ye-"East-West Computing Project" eShayina kanye nokusheshiswa kokwakhiwa kwengqalasizinda yedijithali ezimakethe ezisafufusa, okuzoqhubeka nokukhipha isidingo esikhulu semakethe sokuhweba kwangaphandle kwesikhungo sedatha.