{"id":16977,"date":"2025-02-13T06:52:58","date_gmt":"2025-02-13T03:52:58","guid":{"rendered":"https:\/\/kibrisayna.com\/index.php\/2025\/02\/13\/nvidia-hisse-yatirimcilarina-amazon-ve-alphabetten-googlein-ana-sirketi-iyi-haber-son-dakika-ekonomi-haberleri\/"},"modified":"2025-02-13T06:52:58","modified_gmt":"2025-02-13T03:52:58","slug":"nvidia-hisse-yatirimcilarina-amazon-ve-alphabetten-googlein-ana-sirketi-iyi-haber-son-dakika-ekonomi-haberleri","status":"publish","type":"post","link":"https:\/\/kibrisayna.com\/index.php\/2025\/02\/13\/nvidia-hisse-yatirimcilarina-amazon-ve-alphabetten-googlein-ana-sirketi-iyi-haber-son-dakika-ekonomi-haberleri\/","title":{"rendered":"Nvidia Hisse yat\u0131r\u0131mc\u0131lar\u0131na Amazon ve Alphabet\u2019ten (Google\u2019\u0131n Ana \u015eirketi) iyi haber &#8211; Son Dakika Ekonomi Haberleri"},"content":{"rendered":"<p> <br \/>\n<\/p>\n<div>\n<p>Ocak ay\u0131nda \u00c7in merkezli <strong>DeepSeek<\/strong> adl\u0131 giri\u015fim, ABD\u2019de h\u0131zla en \u00e7ok indirilen \u00fccretsiz mobil uygulama haline gelen bir yapay zek\u00e2 (AI) sohbet robotu piyasaya s\u00fcrd\u00fc. Bu geli\u015fmenin as\u0131l dikkat \u00e7ekici yan\u0131 ise sohbet robotunun temelindeki b\u00fcy\u00fck dil modelinin, iddiaya g\u00f6re sadece 6 milyon dolara e\u011fitilmi\u015f olmas\u0131 ve belirli testlerde ABD\u2019nin \u00f6nde gelen baz\u0131 modellerini geride b\u0131rakmas\u0131yd\u0131.<\/p>\n<p>Yat\u0131r\u0131mc\u0131lar bu durumda ABD\u2019li \u015firketlerin yapay zek\u00e2 altyap\u0131s\u0131na a\u015f\u0131r\u0131 harcama yapt\u0131\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnerek <strong>Nvidia<\/strong> (NASDAQ: NVDA) hisselerini satmaya ba\u015flad\u0131. Nvidia\u2019n\u0131n hisseleri bir g\u00fcnde y\u00fczde 17 de\u011fer kaybetti ve \u015firketin piyasa de\u011feri yakla\u015f\u0131k 600 milyar dolar azald\u0131.<\/p>\n<p>Bu, ABD borsa tarihinde tek g\u00fcnde ya\u015fanan en b\u00fcy\u00fck kay\u0131p olarak kay\u0131tlara ge\u00e7ti.<\/p>\n<p>DeepSeek\u2019in yaratt\u0131\u011f\u0131 dalgalanman\u0131n ard\u0131ndan Nvidia hisseleri h\u00e2l\u00e2 yakla\u015f\u0131k y\u00fczde 9 a\u015fa\u011f\u0131da seyrediyor ve t\u00fcm zamanlar\u0131n en y\u00fcksek seviyesinin yakla\u015f\u0131k y\u00fczde 13 gerisinde bulunuyor. Ancak Nvidia hissedarlar\u0131na, <strong><a href=\"https:\/\/www.ntv.com.tr\/amazon\" target=\"_blank\" rel=\"tag noopener\">Amazon<\/a><\/strong> (NASDAQ: AMZN) ve Alphabet (NASDAQ: GOOGL) taraf\u0131ndan gelen baz\u0131 olumlu haberler biraz olsun nefes ald\u0131rd\u0131.<\/p>\n<p>Amazon ve <a href=\"https:\/\/www.ntv.com.tr\/google\" target=\"_blank\" rel=\"tag noopener\">Google<\/a> Yapay Zek\u00e2 Altyap\u0131s\u0131na Daha Fazla Yat\u0131r\u0131m Yap\u0131yor<br \/>Ge\u00e7ti\u011fimiz hafta Amazon ve Alphabet (Google\u2019\u0131n ana \u015firketi), d\u00f6rd\u00fcnc\u00fc \u00e7eyrek finansal sonu\u00e7lar\u0131n\u0131 a\u00e7\u0131klad\u0131. Her iki \u015firket de yapay zek\u00e2 altyap\u0131s\u0131na y\u00f6nelik y\u00fcksek talep sebebiyle 2025\u2019te sermaye harcamalar\u0131n\u0131 ciddi oranda art\u0131racaklar\u0131n\u0131 duyurdu.<\/p>\n<p><strong>Amazon CEO\u2019su Andy Jassy<\/strong>, yapay zek\u00e2 modellerini e\u011fitme maliyetinin zamanla d\u00fc\u015fmeye devam edece\u011fini \u00f6ng\u00f6r\u00fcyor ancak bunun ayn\u0131 zamanda daha \u00e7ok \u015firketin \u201c\u00fcretken yapay zek\u00e2\u201d tekniklerini uygulamalar\u0131na entegre etmesini kolayla\u015ft\u0131raca\u011f\u0131n\u0131 s\u00f6yl\u00fcyor. Amazon CFO\u2019su Brian Olsavsky de yapay zek\u00e2 altyap\u0131s\u0131na y\u00f6nelik talep sebebiyle 2024\u2019te 83 milyar dolar olan sermaye harcamalar\u0131n\u0131n 2025\u2019te 100 milyar dolar\u0131 a\u015fabilece\u011fini belirtiyor.<\/p>\n<p><strong>Alphabet CEO\u2019su Sundar Pichai<\/strong> ise model e\u011fitme (training) maliyetlerinin d\u00fc\u015fmesiyle sermaye harcamalar\u0131n\u0131n daha b\u00fcy\u00fck bir b\u00f6l\u00fcm\u00fcn\u00fcn \u00e7\u0131kar\u0131m (inference) altyap\u0131s\u0131na kayaca\u011f\u0131n\u0131 ifade etti. Alphabet CFO\u2019su Ana Ashkenazi de veri merkezleri, sunucular ve a\u011f altyap\u0131s\u0131na yap\u0131lan yat\u0131r\u0131mlar nedeniyle 2024\u2019te 52 milyar dolar olan sermaye harcamalar\u0131n\u0131n 2025\u2019te 75 milyar dolara ula\u015fmas\u0131n\u0131n beklendi\u011fini a\u00e7\u0131klad\u0131.<\/p>\n<p>Amazon ve Alphabet\u2019in bu yat\u0131r\u0131m planlar\u0131, e\u011fitim maliyetleri d\u00fc\u015ft\u00fck\u00e7e Nvidia GPU\u2019lar\u0131na olan talebin artabilece\u011fi fikrini destekliyor. Andy Jassy, durumu bulut bili\u015fim fiyatlar\u0131n\u0131n d\u00fc\u015fmesine ra\u011fmen talebin artmas\u0131na benzeterek \u015fu \u00f6rne\u011fi veriyor:<\/p>\n<p>\u201c\u015eirketler birim altyap\u0131 ba\u015f\u0131na daha az harcayarak maliyetlerini d\u00fc\u015f\u00fcr\u00fcr. Ancak bu defa, eskiden maliyeti y\u00fcksek oldu\u011fu i\u00e7in hayata ge\u00e7iremedikleri projelere y\u00f6nelirler. Yani birim maliyet d\u00fc\u015fse bile toplam teknoloji harcamas\u0131 artar. Yapay zek\u00e2da da tam olarak b\u00f6yle olaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyorum.\u201d\u00a0<\/p>\n<p><strong>Nvidia\u2019dan B\u00fcy\u00fck Kazan\u00e7 Beklentisi<\/strong><\/p>\n<p>Wall Street analistlerine g\u00f6re, Nvidia\u2019n\u0131n d\u00fczeltilmi\u015f (adjusted) k\u00e2r\u0131, Ocak 2026\u2019da sona eren 2026 mali y\u0131l\u0131na kadar her y\u0131l ortalama y\u00fczde 52 b\u00fcy\u00fcyecek. Bu tahmin, \u015firketin h\u00e2lihaz\u0131rdaki yakla\u015f\u0131k 50 seviyesindeki d\u00fczeltilmi\u015f F\/K (Fiyat\/Kazan\u00e7) oran\u0131n\u0131 g\u00f6rece cazip k\u0131l\u0131yor. Elbette bu beklentiler olduk\u00e7a y\u00fcksek, dolay\u0131s\u0131yla Nvidia bu performansa ula\u015famazsa hisselerde keskin d\u00fc\u015f\u00fc\u015fler ya\u015fanma riski de mevcut.<\/p>\n<p>\u00d6zetle, DeepSeek kaynakl\u0131 endi\u015felerle sars\u0131lan Nvidia hissedarlar\u0131 bir nebze rahatlayabilir. Analistlerin \u00e7o\u011fu, daha verimli e\u011fitim y\u00f6ntemlerinin Nvidia GPU\u2019lar\u0131na olan talebi art\u0131raca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyor. Ba\u015fl\u0131ca bulut altyap\u0131s\u0131 sa\u011flay\u0131c\u0131lar\u0131n\u0131n a\u00e7\u0131klamalar\u0131 da bu g\u00f6r\u00fc\u015f\u00fc destekliyor.<\/p>\n<\/div>\n<p><br \/>\n<br \/><a href=\"https:\/\/www.ntv.com.tr\/ntvpara\/tekno-finans\/nvidia-hisse-yatirimcilarina-amazon-ve-alphabetten-googlein-ana-sirketi-iyi-haber,cU4YTVOahEaDIQivq67T3A\"><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Ocak ay\u0131nda \u00c7in merkezli DeepSeek adl\u0131 giri\u015fim, ABD\u2019de h\u0131zla en \u00e7ok indirilen \u00fccretsiz mobil uygulama haline gelen bir yapay zek\u00e2 (AI) sohbet robotu piyasaya s\u00fcrd\u00fc. Bu geli\u015fmenin as\u0131l dikkat \u00e7ekici yan\u0131 ise sohbet robotunun temelindeki b\u00fcy\u00fck dil modelinin, iddiaya g\u00f6re sadece 6 milyon dolara e\u011fitilmi\u015f olmas\u0131 ve belirli testlerde ABD\u2019nin \u00f6nde gelen baz\u0131 modellerini geride [&hellip;]<\/p>\n","protected":false},"author":908,"featured_media":15928,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[12],"tags":[],"class_list":["post-16977","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-teknoloji"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/kibrisayna.com\/wp-content\/uploads\/2025\/01\/T7aqA2PmGUuhGoBa3f3IzA.jpg","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/kibrisayna.com\/index.php\/wp-json\/wp\/v2\/posts\/16977","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kibrisayna.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kibrisayna.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kibrisayna.com\/index.php\/wp-json\/wp\/v2\/users\/908"}],"replies":[{"embeddable":true,"href":"https:\/\/kibrisayna.com\/index.php\/wp-json\/wp\/v2\/comments?post=16977"}],"version-history":[{"count":0,"href":"https:\/\/kibrisayna.com\/index.php\/wp-json\/wp\/v2\/posts\/16977\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kibrisayna.com\/index.php\/wp-json\/wp\/v2\/media\/15928"}],"wp:attachment":[{"href":"https:\/\/kibrisayna.com\/index.php\/wp-json\/wp\/v2\/media?parent=16977"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kibrisayna.com\/index.php\/wp-json\/wp\/v2\/categories?post=16977"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kibrisayna.com\/index.php\/wp-json\/wp\/v2\/tags?post=16977"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}