I te tau 2025, i te āheinga ake o te whakataetae mō ngā pūnaha hanganga AI, ka whakapuaki tahi ngā kamupene hangarau nui o Amerika pērā i Google, Microsoft, Nvidia me OpenAI i te 16 o Hepetema he mahere haumi neke atu i te $40 piriona, e aro ana ki te whakatū i te taiao AI o te United Kingdom. Ka kapi tēnei kaupapa i te hanga pokapū raraunga, rorohiko tino kaha me ngā hanganga kapua, hei whakakaha i te tūnga o Uropi mō te AI, ā, hei urupare hoki ki te rautaki “AI ā‑motu” a te kāwanatanga o te UK. Hei “taonga hangarau” mō te haerenga ā‑motu a te Perehitini Trump ki te UK, e tohu ana ēnei whakapumau i te hohonutanga o te mahi ngātahi hangarau i waenga i te US me te UK, me te tūmanako ka waihanga mano ngā tūranga mahi, ka piki hoki te wāhanga o te AI ki te GDP o te UK ki te 5%. E ai ki CNBC, ehara tēnei haumi i te whakauru anake moni, engari hei nekehanga rautaki‑ā‑ao: i raro i ngā here kaweake a te US me ngā ture AI a te EU, kei te tere haere ngā kamupene ki te whakatū i ngā ratonga i Uropi kia karo i ngā raru i waenga i Haina me Amerika. I te pikinga o te hiahia mō ngā pokapū raraunga AI, tērā pea ka hurihia tēnei panui i te āhua hangarau o Uropi, ā, ka whakapūmau i te rā o te “AI rangatiratanga”.
Taipitopito haumi: mai i ngā pokapū raraunga ki ngā rorohiko tino kaha
Ko Microsoft te ārahi i tēnei ngaru haumi, i whakapuaki i te 16 o Hepetema ka whakapau $30 piriona (tata ki £22 piriona) ki te UK i waenga i te 2025–2028. Ka whakamahia tēnei moni ki te whakawhānui i ngā ratonga Azure me ngā hanganga AI, ā, ka whakatū i ngā pokapū raraunga i Rānana me Manchester, me te kaha ā‑tau e neke atu i te 100,000 GPU, hei tautoko i te whakangungu ā‑rohe mō ngā tauira pērā i Gemini me Copilot. Ko te āhuatanga nui ko te kaupapa rorohiko tino kaha nui rawa atu o te UK: he mahi tahi a Microsoft me Nvidia ki te hanga i te pūnaha “Stargate” i te taha o Te Whare Wānanga o Cambridge, me te kaha rorohiko 10 EFLOPS (10 piriona piriona mahi ira ia hekona), i whakaritea mō ngā rangahau AI. I tana whakaaturanga pāpāho i Rānana, ka kī te CEO a Microsoft, Satya Nadella: "He tokomaha ngā pūkenga me te taiao auaha kei te UK; mā ā mātou haumi ka āwhina te whenua kia tū hei pokapū AI mō Uropi." E matapaetia ana ka waihangatia e tēnei kaupapa 2,000 mahi teitei utu, ā, ka noho hei rauemi kapua kore utu mō ngā tīmata AI o te UK.
I muri mai, i whakapuaki a Google i tētahi mahere haumi $6.8 piriona (tata ki £5 piriona) mō ngā tau e rua, me te aro ki te hanga pokapū raraunga hou i Hertfordshire, e kapi ana i te 100 eka, hei tautoko i te whakangungu ā‑rohe mō te tauira Gemini 2.5. I mea hoki te Perehitini Hāngai o Google Cloud, Hugh Reynolds, ka piki ake te kaha tatau AI o te UK e 30%, ā, ka mahi tahi rātou me Te Whare Wānanga o Oxford ki te whakawhanake i ngā tauira ā‑rohe. Ka whakapau hoki a Nvidia i tētahi $10 piriona kia tautoko i te rārangi tuku GPU me te hanga hangarau chip AI, kia whakakaha i te tūranga o te UK i te rāngai semikondakta. Ka whakapūmau a OpenAI i te $5 piriona ki te tautoko i ngā pokapū raraunga mō ChatGPT i Uropi, me te aro ki ngā reo maha. E tata ana te katoa o ēnei haumi ki te $42 piriona, ā, ka wehewehea ngā moni ki ngā pokapū raraunga (60%), rorohiko tino kaha (20%) me te whakangungu tāngata (20%).
Pāpāho: Rautaki AI a te UK me te hohonutanga o te mahi ngātahi US–UK
Ko tēnei ngaru haumi i ahu mai i te rautaki ā‑motu AI a te UK, i whakaputaina i te Hānuere 2025, e whāngai ana kia whai wāhi te AI ki te GDP ā‑motu neke atu i te £100 piriona ki te tau 2030. He rātaka tō te UK kia rua te raraunga pūkenga AI i te ao (kei muri noa atu i te US), engari kei muri anō te tūnga hanganga ki a Amerika me Haina. Ko te ture AI a te EU (ka tīmata i te Akuhata 2025) me ngā here mō te noho raraunga i te rohe hei akiaki i ngā kamupene kia whakatū ratonga ā‑rohe. Ko te haerenga a Trump ki te UK (16–18 Hepetema) i whakakaha i tēnei āhua, me te waitohu a US–UK i tētahi "kāwanatanga hangarau" hei tautoko i te tiritiri paerewa AI me te rere raraunga. E ai ki te tātaritanga a Politico, ehara i te mea noa te mahi ā‑ōhanga; he nekehanga rautaki ā‑ao kia mau ai ngā hononga ki ngā hoa o Uropi, kia aukati rānei i te whanaketanga o ētahi kamupene Hainamana pērā i Huawei i te wāhi taputapu AI.
Ngā pānga ōhanga me te pāpori: mahi, tipu me ngā wero toitūtanga
Ka whakaohooho tēnei haumi i te ōhanga o te UK: e ai ki ngā tatauranga, ka waihangatia e te hanga pokapū raraunga te 5,000 tūnga hanga, ā, ka puta ake te 10,000 tūranga mo ngā kaimātaihangarau AI i te wā whakahaere. I te pōwhiri, ka kī te Pirimia o te UK, Keir Starmer: "Nā ēnei haumi ka rereke te UK mai i te whai i te ara ki te arahi." E ai ki Fierce Network, ka piki te rahi o te mākete AI o te UK ki te £150 piriona mā te 2028, ka tae te wāhanga ki te GDP ki te 2.5%. Hei whakaiti i ngā pārūrū ā‑te taiao, kua whakaritea e Microsoft te whakamahi 100% pūngao whakahou, ā, kua whakaae a Google ki te whakatū pokapū raraunga kaute‑warowaihā (carbon neutral).
Kei ngā tohunga ētahi whakaaro ritenga: e whakawhetai ana te Kaituhi AI o Te Whare Wānanga o Oxford, Michael Wooldridge, i te tere o te auahatanga ka puta i ēnei haumi, engari ka whakatūpato ia mō te kākahu pūngao (e kī ana ko ngā pokapū raraunga ka whakamahia te 5% o te hiko o te UK). E ai ki WIRED, tērā pea ka whakapiki tēnei haumi i te ngaronga mamati, ā, ka uaua ake ki ngā tīmata iti te whakataetae mō ngā rauemi.
Ngā wero me ngā titiro whakamua: whakahaere, pūngao me te whakataetae ā‑ao
He mārama ngā wero: ko te ture AI o te EU e hiahia ana kia tirotiro mānawa, ā, tērā pea ka taratira te whakatū; ka piki ake te hiahia pūngao (e ai ki ngā tatauranga a Nvidia, ka pau te pokapū raraunga neke atu i te 10 TWh ia tau). Me taurite te UK i waenga i te auahatanga me te whakahaere; e whakamahere ana te kāwanatanga Starmer ki te whakarewa i tētahi papa whakamātautau haumaru AI (AI safety sandbox) i te tau 2026. Mō te pae whakamua, tērā pea ka tū te UK hei “Silicon Valley o Uropi”, ā, ka whai tūranga nui i te whakataetae ā‑ao. E kī ana a Nadella: "Ko te AI te āpōpō, me mahi tahi tātou ki te hanga i taua āpōpō." Kei te anga whakamua te ao hangarau i tētahi whakahokinga AI o Uropi, ā, tērā pea ka hurihia te mapi ā‑ao.
(Roa kupu: 1012)
Puna kōrero：
- CNBC: "Microsoft, Nvidia, Google multibillion‑dollar investments in AI in UK" (https://www.cnbc.com/2025/09/16/tech‑giants‑to‑pour‑billions‑into‑uk‑ai‑heres‑what‑we‑know‑so‑far.html, 2025‑09‑16)。
- The Verge: "Microsoft trumps Google with $30 billion investment in the UK" (https://www.theverge.com/news/778881/microsoft‑uk‑investment‑ai‑supercomputer, 2025‑09‑16)。
- Politico.eu: "US tech firms pour £30B into UK as Trump lands" (https://www.politico.eu/article/us‑tech‑companies‑uk‑donald‑trump‑state‑visit‑openai‑nscale‑nvidia‑stargate/, 2025‑09‑16)。
- Reuters: "UK and US agree $42 billion tech pact to mark Trump's visit" (https://www.reuters.com/world/uk/uk‑us‑agree‑42‑billion‑tech‑pact‑mark‑trumps‑visit‑2025‑09‑16/, 2025‑09‑16)。
- WIRED: "US Tech Giants Race to Spend Billions in UK AI Push" (https://www.wired.com/story/microsoft‑nvidia‑uk‑investment‑trump/, 2025‑09‑16)。
- Fierce Network: "Microsoft, Google investments put UK in AI spotlight" (https://www.fierce‑network.com/cloud/microsoft‑google‑investments‑put‑uk‑ai‑spotlight, 2025‑09‑16)。
- GeekWire: "Microsoft will invest $30B in the U.K. by 2028 to fuel AI infrastructure" (https://www.geekwire.com/2025/microsoft‑will‑invest‑30b‑in‑the‑u‑k‑by‑2028‑to‑fuel‑ai‑infrastructure‑and‑countrys‑largest‑supercomputer/, 2025‑09‑16)。
- Bloomberg: "Google Details £5 Billion UK Investment Ahead of Trump Visit" (https://www.bloomberg.com/news/articles/2025‑09‑16/google‑to‑invest‑5‑billion‑to‑boost‑ai‑development‑in‑uk, 2025‑09‑16)。