\n<\/p>\n
DeepSeek\u2019in yenilikleri, ABD teknoloji sekt\u00f6r\u00fcnde \u00f6yle bir sars\u0131nt\u0131ya neden oldu ki yapay zek\u00e2n\u0131n g\u00f6zdesi Nvidia (NVDA), bir g\u00fcnde 600 milyar dolarl\u0131k piyasa de\u011feri kaybetti \u2014 borsa tarihindeki en b\u00fcy\u00fck g\u00fcnl\u00fck kay\u0131p. Yat\u0131r\u0131mc\u0131lar, ABD\u2019li devlerin yapay zek\u00e2 donan\u0131m\u0131na harcamalar\u0131n\u0131 azaltabilece\u011finden korktu.<\/p>\n
Wall Street Journal\u2019a g\u00f6re, baz\u0131 ABD\u2019li milletvekilleri \u015fimdi DeepSeek uygulamas\u0131n\u0131n devlet cihazlar\u0131nda yasaklanmas\u0131 i\u00e7in giri\u015fimlerde bulunuyor.<\/p>\n
Yat\u0131r\u0131mc\u0131larla yapt\u0131klar\u0131 g\u00f6r\u00fc\u015fmelerde, b\u00fcy\u00fck teknoloji \u015firketlerinin y\u00f6neticileri DeepSeek hakk\u0131ndaki d\u00fc\u015f\u00fcncelerini farkl\u0131 \u015fekillerde dile getirdi. Kimileri yapay zek\u00e2 modellerini \u00f6verken kimileri \u00f6nemsemedi ya da konuyu detayland\u0131rmaktan ka\u00e7\u0131nd\u0131.<\/p>\n
\u00c7o\u011fu, DeepSeek\u2019in ucuz modellerinin zamanla yapay zek\u00e2 maliyetlerini d\u00fc\u015f\u00fcrece\u011fini kabul etse de 2025\u2019te yapay zek\u00e2 altyap\u0131s\u0131na y\u00f6nelik devasa yat\u0131r\u0131mlar yapmaya kararl\u0131 g\u00f6r\u00fcn\u00fcyorlar. Bu harcamalar\u0131n ne zaman kar\u015f\u0131l\u0131\u011f\u0131n\u0131 verece\u011fi ise belirsiz.<\/p>\n
\u00d6nde gelen teknoloji \u015firketlerinin y\u00f6neticilerinin konuyla ilgili s\u00f6yledikleri:<\/p>\n
Google (GOOG) CEO\u2019su Sundar Pichai, DeepSeek\u2019in d\u00fc\u015f\u00fck maliyetli modelinin Google\u2019a etkisi soruldu\u011funda \u015funlar\u0131 s\u00f6yledi:<\/p>\n
\u25cf\u00a0\u00a0\u00a0\u00a0 DeepSeek ekibinin \u201c\u00e7ok iyi i\u015f \u00e7\u0131kard\u0131\u011f\u0131n\u0131\u201d kabul etti.<\/p>\n
\u25cf\u00a0\u00a0\u00a0\u00a0 Ancak Google\u2019\u0131n kendi Gemini Flash modellerinin daha verimli oldu\u011funu d\u00fc\u015f\u00fcnd\u00fc\u011f\u00fcn\u00fc belirtti.<\/p>\n
\u25cf\u00a0\u00a0\u00a0\u00a0 \u201c2.0 Flash modellerimiz, DeepSeek\u2019in V3 ve R1 s\u00fcr\u00fcmleriyle kar\u015f\u0131la\u015ft\u0131r\u0131ld\u0131\u011f\u0131nda son derece verimli,\u201d diyerek Google\u2019\u0131n u\u00e7tan uca optimizasyon konusundaki g\u00fcc\u00fcne dikkat \u00e7ekti.<\/p>\n
\u25cf\u00a0\u00a0\u00a0\u00a0 Yapay zek\u00e2 kullan\u0131m maliyetlerinin d\u00fc\u015fmesiyle daha fazla kullan\u0131m senaryosu ve f\u0131rsat olu\u015faca\u011f\u0131n\u0131 \u00f6ng\u00f6rd\u00fc\u011f\u00fcn\u00fc ifade etti.<\/p>\n
Amazon (6 \u015eubat)<\/strong><\/p>\n Amazon (AMZN) CEO\u2019su Andy Jassy, DeepSeek\u2019in yeni modelleriyle yapay zek\u00e2 harcamalar\u0131n\u0131n azalaca\u011f\u0131na dair d\u00fc\u015f\u00fcnceye kat\u0131lmad\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131:<\/p>\n \u25cf\u00a0\u00a0\u00a0\u00a0 \u201cTeknoloji bile\u015fenlerinin maliyeti azald\u0131\u011f\u0131nda, teknoloji harcamalar\u0131 da d\u00fc\u015fer\u201d varsay\u0131m\u0131n\u0131n tarihte hi\u00e7 do\u011frulanmad\u0131\u011f\u0131n\u0131 s\u00f6yledi.<\/p>\n \u25cf\u00a0\u00a0\u00a0\u00a0 2000\u2019lerin ba\u015f\u0131nda agresif bulut yat\u0131r\u0131mlar\u0131ndan \u00f6rnek vererek, maliyetlerin d\u00fc\u015fmesine ra\u011fmen harcamalar\u0131n azalmak yerine artt\u0131\u011f\u0131n\u0131 ifade etti.<\/p>\n Ger\u00e7ekten de Meta, Alphabet, Amazon ve Microsoft\u2019un y\u00f6neticileri, yapay zek\u00e2 modellerinin e\u011fitim (training) ve kullan\u0131m (inference) maliyetlerinin d\u00fc\u015fece\u011fi tahmin edilse bile, 2025\u2019te toplam 325 milyar dolar harcamay\u0131 planlad\u0131klar\u0131n\u0131 a\u00e7\u0131klad\u0131. Bu, bir \u00f6nceki y\u0131la g\u00f6re %46\u2019l\u0131k bir art\u0131\u015f. Aralar\u0131nda en fazla harcamay\u0131 ise Amazon yapacak.<\/p>\n Advanced Micro Devices (4 \u015eubat)<\/strong><\/p>\n AMD (AMD) CEO\u2019su Lisa Su, DeepSeek gibi yeni yapay zek\u00e2 giri\u015fimlerinin yat\u0131r\u0131mlar\u0131 d\u00fc\u015f\u00fcrmeyece\u011fini d\u00fc\u015f\u00fcnd\u00fc\u011f\u00fcn\u00fc s\u00f6yledi:<\/p>\n \u25cf\u00a0\u00a0\u00a0\u00a0 SoftBank (SFTBY), Oracle (ORCL) ve OpenAI destekli 500 milyar dolarl\u0131k dev \u201cStargate\u201d yapay zek\u00e2 altyap\u0131 projesini \u00f6rnek g\u00f6sterdi.<\/p>\n \u25cf\u00a0\u00a0\u00a0\u00a0 \u201cT\u00fcm bu projeler muazzam i\u015flem g\u00fcc\u00fc gerektiriyor ve AMD\u2019ye her i\u015f kolunda b\u00fcy\u00fck f\u0131rsatlar sunuyor,\u201d diyerek yapay zek\u00e2dan gelen talebin artaca\u011f\u0131n\u0131 savundu.<\/p>\n Qualcomm (5 \u015eubat)<\/strong><\/p>\n Qualcomm (QCOM) CEO\u2019su Cristiano Amon, DeepSeek\u2019in yeni modellerinden en \u00e7ok heyecan duyan isim oldu ve bu geli\u015fmelerin telefon ve PC\u2019lerde yapay zek\u00e2 kullan\u0131m\u0131n\u0131 h\u0131zland\u0131rabilece\u011fini vurgulad\u0131:<\/p>\n Microsoft (29 Ocak)<\/strong><\/p>\n Microsoft (MSFT) CEO\u2019su Satya Nadella, 29 Ocak\u2019ta d\u00fczenlenen toplant\u0131da DeepSeek\u2019ten \u00f6vg\u00fcyle bahsetti.<\/p>\n \u25cf\u00a0\u00a0\u00a0\u00a0 Microsoft\u2019un, DeepSeek\u2019in son yapay zek\u00e2 modelini Azure AI Foundry ve GitHub gibi geli\u015ftirici platformlar\u0131na ekledi\u011fini belirtti.<\/p>\n \u25cf\u00a0\u00a0\u00a0\u00a0 Bu modelin \u201cotomatik sald\u0131r\u0131 sim\u00fclasyonu, i\u00e7erik g\u00fcvenli\u011fi entegrasyonu ve g\u00fcvenlik taramas\u0131\u201d a\u015famalar\u0131ndan ge\u00e7ti\u011fini ve yak\u0131nda Microsoft\u2019un yapay zek\u00e2 \u00f6zellikli PC\u2019lerinde de \u00e7al\u0131\u015ft\u0131r\u0131labilece\u011fini s\u00f6yledi.<\/p>\n \u25cf\u00a0\u00a0\u00a0\u00a0 Nadella, DeepSeek\u2019in \u00f6nemli yenilikler yapt\u0131\u011f\u0131n\u0131 ve yapay zek\u00e2 alan\u0131n\u0131n \u201cmetala\u015fma\u201d s\u00fcrecine girdi\u011fini ifade etti.<\/p>\n \u25cf\u00a0\u00a0\u00a0\u00a0 \u201cBizim gibi bulut altyap\u0131s\u0131n\u0131 geni\u015f \u00f6l\u00e7ekte sunan ve PC platformu sa\u011flayan bir \u015firket i\u00e7in bu haberler olumlu,\u201d diye ekledi.<\/p>\n Meta (29 Ocak)<\/strong><\/p>\n Meta (META), reklam sekt\u00f6r\u00fcndeki g\u00fcc\u00fc sayesinde \u201c\u00fcretken yapay zek\u00e2dan en fazla faydalanabilecek \u015firket\u201d olarak g\u00f6r\u00fcl\u00fcyor. DeepSeek\u2019in R1 ad\u0131n\u0131 verdi\u011fi yeni modelinin tan\u0131t\u0131m\u0131yla Meta hisseleri o g\u00fcn %2 civar\u0131nda y\u00fckseldi.<\/p>\n \u25cf\u00a0\u00a0\u00a0\u00a0 CEO Mark Zuckerberg, DeepSeek hakk\u0131ndaki genel heyecana mesafeli davrand\u0131.<\/p>\n \u25cf\u00a0\u00a0\u00a0\u00a0 Daha ucuz yapay zek\u00e2 modellerinin Meta\u2019n\u0131n sermaye harcamalar\u0131n\u0131 etkileyip etkilemeyece\u011fi soruldu\u011funda, \u201cHen\u00fcz bunun altyap\u0131 ve sermaye giderlerimize nas\u0131l yans\u0131yaca\u011f\u0131n\u0131 s\u00f6ylemek i\u00e7in \u00e7ok erken,\u201d dedi.<\/p>\n \u25cf\u00a0\u00a0\u00a0\u00a0 Zuckerberg, DeepSeek\u2019in Meta\u2019ya rakip konumda oldu\u011funu, \u00e7\u00fcnk\u00fc Meta\u2019n\u0131n da kendi a\u00e7\u0131k kaynakl\u0131 Llama modellerini k\u00fcresel standart haline getirmeye \u00e7al\u0131\u015ft\u0131\u011f\u0131n\u0131 vurgulad\u0131.<\/p>\n \u25cf\u00a0\u00a0\u00a0\u00a0 \u201cAmerika\u2019n\u0131n rekabet g\u00fcc\u00fc a\u00e7\u0131s\u0131ndan bakarsak, k\u00fcresel \u00e7apta a\u00e7\u0131k kaynak bir standart olu\u015ftu\u011funda bunun Amerika kaynakl\u0131 olmas\u0131 \u00e7ok \u00f6nemli,\u201d diye ekledi.<\/p>\n Apple (30 Ocak)<\/strong><\/p>\n Apple (AAPL) CEO\u2019su Tim Cook, 30 Ocak\u2019taki g\u00f6r\u00fc\u015fmesinde kendisine \u201cDeepSeek konusundaki genel bak\u0131\u015f a\u00e7\u0131s\u0131\u201d soruldu\u011funda \u015fu yan\u0131t\u0131 verdi:<\/p>\n \u25cf\u00a0\u00a0\u00a0\u00a0 \u201cVerimlili\u011fi art\u0131ran her yenilik bizim a\u00e7\u0131m\u0131zdan iyi bir \u015fey.\u201d<\/p>\n \u25cf\u00a0\u00a0\u00a0\u00a0 Apple\u2019\u0131n \u201c\u00e7ok dikkatli ve planl\u0131 bir harcama yakla\u015f\u0131m\u0131\u201d benimsedi\u011fini s\u00f6yledi.<\/p>\n \u25cf\u00a0\u00a0\u00a0\u00a0 DeepSeek\u2019in yeni R1 modelinin tan\u0131t\u0131ld\u0131\u011f\u0131 g\u00fcn, Apple hisseleri %3\u2019ten fazla artt\u0131.<\/p>\n Google (4 \u015eubat)<\/strong><\/p>\n Google (GOOG) CEO\u2019su Sundar Pichai, DeepSeek\u2019in d\u00fc\u015f\u00fck maliyetli modelinin Google\u2019a etkisi soruldu\u011funda \u015funlar\u0131 s\u00f6yledi:<\/p>\n \u25cf\u00a0\u00a0\u00a0\u00a0 DeepSeek ekibinin \u201c\u00e7ok iyi i\u015f \u00e7\u0131kard\u0131\u011f\u0131n\u0131\u201d kabul etti.<\/p>\n \u25cf\u00a0\u00a0\u00a0\u00a0 Ancak Google\u2019\u0131n kendi Gemini Flash modellerinin daha verimli oldu\u011funu d\u00fc\u015f\u00fcnd\u00fc\u011f\u00fcn\u00fc belirtti.<\/p>\n \u25cf\u00a0\u00a0\u00a0\u00a0 \u201c2.0 Flash modellerimiz, DeepSeek\u2019in V3 ve R1 s\u00fcr\u00fcmleriyle kar\u015f\u0131la\u015ft\u0131r\u0131ld\u0131\u011f\u0131nda son derece verimli,\u201d diyerek Google\u2019\u0131n u\u00e7tan uca optimizasyon konusundaki g\u00fcc\u00fcne dikkat \u00e7ekti.<\/p>\n \u25cf\u00a0\u00a0\u00a0\u00a0 Yapay zek\u00e2 kullan\u0131m maliyetlerinin d\u00fc\u015fmesiyle daha fazla kullan\u0131m senaryosu ve f\u0131rsat olu\u015faca\u011f\u0131n\u0131 \u00f6ng\u00f6rd\u00fc\u011f\u00fcn\u00fc ifade etti.<\/p>\n Amazon (6 \u015eubat)<\/strong><\/p>\n Amazon (AMZN) CEO\u2019su Andy Jassy, DeepSeek\u2019in yeni modelleriyle yapay zek\u00e2 harcamalar\u0131n\u0131n azalaca\u011f\u0131na dair d\u00fc\u015f\u00fcnceye kat\u0131lmad\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131:<\/p>\n \u25cf\u00a0\u00a0\u00a0\u00a0 \u201cTeknoloji bile\u015fenlerinin maliyeti azald\u0131\u011f\u0131nda, teknoloji harcamalar\u0131 da d\u00fc\u015fer\u201d varsay\u0131m\u0131n\u0131n tarihte hi\u00e7 do\u011frulanmad\u0131\u011f\u0131n\u0131 s\u00f6yledi.<\/p>\n \u25cf\u00a0\u00a0\u00a0\u00a0 2000\u2019lerin ba\u015f\u0131nda agresif bulut yat\u0131r\u0131mlar\u0131ndan \u00f6rnek vererek, maliyetlerin d\u00fc\u015fmesine ra\u011fmen harcamalar\u0131n azalmak yerine artt\u0131\u011f\u0131n\u0131 ifade etti.<\/p>\n Ger\u00e7ekten de Meta, Alphabet, Amazon ve Microsoft\u2019un y\u00f6neticileri, yapay zek\u00e2 modellerinin e\u011fitim (training) ve kullan\u0131m (inference) maliyetlerinin d\u00fc\u015fece\u011fi tahmin edilse bile, 2025\u2019te toplam 325 milyar dolar harcamay\u0131 planlad\u0131klar\u0131n\u0131 a\u00e7\u0131klad\u0131. Bu, bir \u00f6nceki y\u0131la g\u00f6re %46\u2019l\u0131k bir art\u0131\u015f. Aralar\u0131nda en fazla harcamay\u0131 ise Amazon yapacak.<\/p>\n Advanced Micro Devices (4 \u015eubat)<\/strong><\/p>\n AMD (AMD) CEO\u2019su Lisa Su, DeepSeek gibi yeni yapay zek\u00e2 giri\u015fimlerinin yat\u0131r\u0131mlar\u0131 d\u00fc\u015f\u00fcrmeyece\u011fini d\u00fc\u015f\u00fcnd\u00fc\u011f\u00fcn\u00fc s\u00f6yledi:<\/p>\n \u25cf\u00a0\u00a0\u00a0\u00a0 SoftBank (SFTBY), Oracle (ORCL) ve OpenAI destekli 500 milyar dolarl\u0131k dev \u201cStargate\u201d yapay zek\u00e2 altyap\u0131 projesini \u00f6rnek g\u00f6sterdi.<\/p>\n \u25cf\u00a0\u00a0\u00a0\u00a0 \u201cT\u00fcm bu projeler muazzam i\u015flem g\u00fcc\u00fc gerektiriyor ve AMD\u2019ye her i\u015f kolunda b\u00fcy\u00fck f\u0131rsatlar sunuyor,\u201d diyerek yapay zek\u00e2dan gelen talebin artaca\u011f\u0131n\u0131 savundu.<\/p>\n Qualcomm (5 \u015eubat)<\/strong><\/p>\n Qualcomm (QCOM) CEO\u2019su Cristiano Amon, DeepSeek\u2019in yeni modellerinden en \u00e7ok heyecan duyan isim oldu ve bu geli\u015fmelerin telefon ve PC\u2019lerde yapay zek\u00e2 kullan\u0131m\u0131n\u0131 h\u0131zland\u0131rabilece\u011fini vurgulad\u0131:<\/p>\n \u25cf\u00a0\u00a0\u00a0\u00a0 DeepSeek-R1 ve benzer modellerin, yapay zek\u00e2 teknolojilerinin daha h\u0131zl\u0131, verimli ve art\u0131k cihaz \u00fczerinde (on-device) \u00e7al\u0131\u015facak \u015fekilde geli\u015fti\u011fini g\u00f6sterdi\u011fini s\u00f6yledi.<\/p>\n \u25cf\u00a0\u00a0\u00a0\u00a0 \u201cYapay zek\u00e2 e\u011fitimi bulutta devam edecek olsa da, yapay zek\u00e2 modellerinin as\u0131l \u00e7al\u0131\u015ft\u0131r\u0131lmas\u0131 gitgide cihazlar \u00fczerinde ger\u00e7ekle\u015fecek,\u201d dedi.<\/p>\n \u25cf\u00a0\u00a0\u00a0\u00a0 Bu durumun yapay zek\u00e2y\u0131 daha eri\u015filebilir, ki\u015fiselle\u015ftirilebilir ve verimli hale getirece\u011fini, dolay\u0131s\u0131yla Qualcomm\u2019un \u00fcr\u00fcnlerine talebi art\u0131raca\u011f\u0131n\u0131 \u00f6ng\u00f6rd\u00fc\u011f\u00fcn\u00fc belirtti.<\/p>\n Arm (5 \u015eubat)<\/strong><\/p>\n Arm (ARM) CEO\u2019su Rene Haas, \u0130ngiltere merkezli \u00e7ip tasar\u0131mc\u0131s\u0131 olarak \u015firketlerinin t\u00fcketici cihazlar\u0131ndaki yapay zek\u00e2 maliyet d\u00fc\u015f\u00fc\u015f\u00fcnden yarar sa\u011flayaca\u011f\u0131n\u0131 savunarak Nvidia\u2019ya g\u00f6ndermede bulundu:<\/p>\n \u25cf\u00a0\u00a0\u00a0\u00a0 \u201c[Nvidia\u2019n\u0131n] Grace Blackwell ne kadar harika olursa olsun, bunu bir cep telefonuna, kulakl\u0131\u011fa veya hatta bir otomobile takman\u0131z m\u00fcmk\u00fcn de\u011fil. Ama Arm mimarisi t\u00fcm bu cihazlarda kullan\u0131labiliyor,\u201d dedi.<\/p>\n<\/div>\n