Ku wa Gatanu, tariki ya 30 Ukwakira 2026, igipimo cya Nasdaq Composite, gikurikirana cyane imigabane y’ibigo by’ikoranabuhanga, cyari cyagabanutseho 2,3% mu masaha ya mbere y’ubucuruzi. S&P 500 na yo yari yagabanutseho 1,4%, mu gihe Dow Jones yari yagabanutseho 0,5%, nk’uko Associated Press yabitangaje.
Iri gabanuka ryatewe ahanini n’impungenge z’abashoramari nyuma y’itangazwa ry’imikorere y’imari ya Amazon na Intel, ndetse n’ibibazo byari byagaragaye mu mibare y’imari ya Alphabet, ikigo nyiri Google.
Imigabane ya Intel yagabanutseho hafi 28% ku wa Gatanu, nubwo iki kigo cyari cyatangaje inyungu zo mu gihembwe giheruka ziruta izari zitezwe n’abasesenguzi.
Impamvu nyamukuru yatumye abashoramari batishimira ibyatangajwe ni uko Intel yatanze icyerekezo cy’inyungu ziteganyijwe mu mezi atatu ya nyuma y’umwaka kiri munsi y’ibyo isoko ryari ryiteze.
Umuyobozi mukuru wacyo, Lip-Bu Tan, yavuze ko isoko ry’udukoresho twa mudasobwa rigikomeje guhura n’ibibazo bigabanya ubusabe bw’ibikoresho bikorerwa na Intel.
Ku ruhande rwa Amazon, imigabane yayo na yo yagabanutseho 1,8%. Ibi byakurikiye raporo yerekanye ko iki kigo cyakoresheje amafaranga menshi mu ishoramari, cyane cyane mu bikorwa remezo byifashishwa mu gukoresha AI.
Amazon yatangaje ko mu mezi 12 yari ashize yari ifite igihombo cy’amafaranga yinjira n’asohoka mu bikorwa byayo kingana na miliyari 42,4 z’amadolari, hakurikijwe igipimo kizwi nka free cash flow.
Muri icyo gihe, cyari cyarashoye miliyari 94,8 z’amadolari mu nyubako, ibikoresho n’ibindi bikorwa remezo, ahanini bijyanye n’ikoranabuhanga rya AI.
Ku wa Kane, tariki ya 29 Ukwakira, imigabane ya Alphabet yagabanutseho hejuru ya 12%, igira igabanuka rikomeye mu mateka y’iki kigo mu munsi umwe.
Ibi byakurikiye raporo y’imari yagaragaje ko amafaranga iki kigo cyinjiza mu kwamamaza binyuze kuri Google atageze ku byo abashoramari bari biteze, mu gihe amafaranga gishora mu bikorwa remezo bya AI akomeje kwiyongera.
Abashoramari kandi bahangayikishijwe n’uko ikoreshwa rya AI mu gushaka amakuru rishobora guhindura uburyo abantu bakoresha Google mu gushaka amakuru, bityo bikagira ingaruka ku nyungu ziva mu kwamamaza.
Nvidia, ikigo gikora udukoresho tw’ingenzi mu kubaka no gukoresha sisitemu za AI, na cyo cyari cyatakaje 3,1% by’agaciro k’imigabane yacyo ku wa Gatanu.
Ibigo bikomeye birimo Alphabet, Microsoft, Meta na Amazon bimaze gutangaza ko bizakomeza gushora amafaranga menshi mu kubaka ibigo bibikamo no gutunganyirizamo amakuru (data centres), ndetse no kugura udukoresho n’ibindi bikoresho bikenerwa mu gukoresha AI.
Ishoramari nk’iri risaba amafaranga menshi, ariko abashoramari batangiye kwibaza igihe ayo masosiyete azatangirira kubona inyungu zigaragara zituruka muri ayo mafaranga.
Ikindi kibahangayikishije ni uko inyungu zishobora gutinda kugerwaho mu gihe ibiciro by’inguzanyo bikiri hejuru. Ibi bishobora gutuma kubaka ibindi bigo bitunganya amakuru no kwagura ibikorwa bya AI birushaho guhenda.
Icyakora, igabanuka ry’imigabane y’ikoranabuhanga ntiryagize ingaruka zingana ku masoko yose.
Ibigo bikora ibikomoka kuri peteroli n’ibindi bicuruza ibicuruzwa by’ibanze byari byagaragaje izamuka ry’imigabane yabyo, mu gihe abashoramari bamwe berekezaga amafaranga yabo ku mutungo babona ko ufite umutekano kurushaho.
Impungenge ku ishoramari rya AI zageze no ku masoko yo muri Aziya. Ku wa Gatanu, igipimo cya Kospi cyo muri Koreya y’Epfo cyagabanutseho 3,5%, mu gihe Nikkei 225 cyo mu Buyapani cyagabanutseho 2,1%.
Ibi byerekana ko ibibazo bijyanye n’amafaranga ashorwa muri AI bitareba ibigo byo muri Amerika gusa, ahubwo bigira ingaruka no ku masosiyete akora udukoresho, ibikoresho n’ibindi bikorwa remezo by’ikoranabuhanga ku isi.
Abasesenguzi bavuga ko isoko rizakomeza gukurikiranira hafi raporo z’imari z’ibigo bikomeye n’uko bizagaragaza inyungu zituruka ku ishoramari rya AI.
Ku rundi ruhande, hari ababona ko iri gabanuka ritavuze ko ikoranabuhanga rya AI ritazagira akamaro, ahubwo ko abashoramari batangiye gusaba ibimenyetso bifatika by’uko amafaranga menshi arishorwamo azabyara inyungu.
