Isoko ry’ibikoresho by’amashanyarazi ku isi, rifite agaciro ka tiriyari 1.75 z’amadolari y’Amerika mu 2025, biteganijwe ko rizakuraho 5.2% by’umwaka ukagera kuri tiriyari 1.84 z’amadolari y’Amerika mu 2026, bitewe no kuvugurura imiyoboro y’amashanyarazi, kwagura ingufu zisubiramo no kubaka ibikorwa remezo bya AI. Kugeza mu gihembwe cya kabiri cya 2026, ibura ry’ibikoresho by’amashanyarazi, amategeko agenga ibidukikije n’itandukaniro ry’ibikenewe mu karere birimo guhindura imiterere y’ubucuruzi ku isi.
Ibura ry’ingufu zihindura amashanyarazi rikomeje kuba ikibazo gikomeye mu nganda, nta kibazo cyitezwe mbere ya 2029. Inganda zo mu Burengerazuba bw’isi zitangaza ko zizakomeza gukora mu byumweru 120-210 (imyaka 2-4) mu byuma bisanzwe, mu gihe Amerika ihanganye n’icyuho cya 30%. Ubushinwa, bufite 60% by’ubushobozi bwo gutanga umusaruro ku isi, bwagaragaye nk'inkingi ikomeye y’ingenzi mu gutanga umusaruro: ibicuruzwa byayo byoherezwa mu mahanga byazamutseho 40% mu mwaka wa mbere muri Mutarama-Gashyantare 2026, aho ibyoherezwa muri Amerika byazamutseho 182% mu mwaka wa mbere. Inganda zo mu Bushinwa zitanga transformers zisanzwe za S11-M mu minsi 45, inshuro 3-4 kurusha impuzandengo y’isi.
Ugukura k’ikoranabuhanga rya AI byazanye igice gishya cy’abasaba serivisi. Ikigo kimwe cy’amakuru cya GPU 10.000 gikoresha ingufu zingana n’ingo 30.000, bigatuma ishoramari ry’ibikoresho by’amashanyarazi bya AI muri Amerika rigera kuri miliyari 65 z’amadolari y’Amerika mu 2030. 48% by’imishinga y’ibigo by’amakuru bya AI muri Amerika ihura n’ibibazo byo gutinda kubera ibura ry’ibikoresho, kandi isoko ry’isi rya transformer ryihariye rya AI rigiye gukura ku kigero cya 64% mu mwaka wa 2027.
Ibihugu hafi 60 byashyize mu bikorwa amahame agenga ikoreshwa ry’ingufu, bikuraho burundu ibikoresho bidakoresha ingufu nyinshi. Ubusabe ku isi hose bw’ibikoresho by’amashanyarazi bya PV n’ibikoresho byo kubika ingufu buziyongeraho 32% mu mwaka wa 2026. Hagati aho, ibisubizo by’amashanyarazi by’ubwenge hamwe n’igenzura ry’ingufu byahindutse ibipimo ngenderwaho kuri 72% by’imishinga y’inganda n’iy’ingufu zishobora kuvugururwa, aho ibicuruzwa by’amashanyarazi by’u Bushinwa byoherejwe mu mahanga byiyongereyeho 49.5% mu mwaka wa 2026.
Iterambere ry’akarere riratandukanye cyane: Afurika iri imbere ku kigero cya 344% by’umwaka (biterwa no gukwirakwiza amashanyarazi mu cyaro), igakurikirwa n’Amajyepfo y’Uburasirazuba bwa Aziya ku kigero cya 151% by’umwaka (kwimura inganda no gutanga amakuru).
Muri urwo rwego, abaguzi ku isi yose barimo gushyira imbere abatanga ibicuruzwa bafite ubushobozi bwo gukora ibintu bitandukanye, ibicuruzwa byemejwe na IEC/UL ndetse n’ibitangwa byihuse. Inganda zo mu Bushinwa zifite ubushobozi bwo guhaza ibyo bikenewe no gushyigikira impinduka ku isi mu bijyanye n’ingufu.
Nk'ikigo gikomeye ku isi gitanga ibikoresho by'amashanyarazi by'ubwenge mu nganda zose, kikaba n'ikigo gikomeye mu nganda zikora amashanyarazi mu Bushinwa,AMASHANYARAZI Y'ABANTUIfite umwanya mwiza wo gukemura ikibazo cy’ibura ry’amashanyarazi ku isi, ibyifuzo byo gutanga vuba ndetse n’ibikenewe mu kuvugurura ibidukikije n’ubwenge ku isoko ry’ibikoresho by’amashanyarazi muri iki gihe. Ubushobozi bwacu bwo gukora buhuriweho bukubiyemo gutanga amashanyarazi, kuyabika, kuyakwirakwiza, kuyakwirakwiza no kuyakoresha, hamwe n’ibisubizo by’amashanyarazi bigezweho, bigezweho kandi bihuza n’ingufu zikomoka ku ngufu, kandi byujuje ibisabwa ku rwego rw’isi mu bijyanye no gukoresha neza ingufu. Dutanga ibikoresho bihamye kandi byemejwe ku bigo by’amakuru bya AI, kuvugurura imiyoboro y’amashanyarazi, gushyiraho amashanyarazi mu cyaro no kwimura inganda, bigatuma abaguzi ku isi babona ibikoresho by’amashanyarazi byizewe, bitangwa vuba kandi bitazapfa kubaho mu gihe kizaza. Dufite uburambe mu mishinga ku isoko ry’amashanyarazi ku isi n’inganda, PEOPLE ELECTRIC ni umufatanyabikorwa wawe wizewe wo kwihutisha impinduka mu ngufu no kurinda ibikorwa remezo by’amashanyarazi bihamye ku isi yose.
Igihe cyo kohereza: Gicurasi-07-2026
