{"id":17073,"date":"2025-02-13T14:58:55","date_gmt":"2025-02-13T11:58:55","guid":{"rendered":"https:\/\/kibrisayna.com\/index.php\/2025\/02\/13\/teknoloji-devlerinden-yapay-zekaya-320-milyar-dolar-son-dakika-teknoloji-haberleri\/"},"modified":"2025-02-13T14:58:55","modified_gmt":"2025-02-13T11:58:55","slug":"teknoloji-devlerinden-yapay-zekaya-320-milyar-dolar-son-dakika-teknoloji-haberleri","status":"publish","type":"post","link":"https:\/\/kibrisayna.com\/index.php\/2025\/02\/13\/teknoloji-devlerinden-yapay-zekaya-320-milyar-dolar-son-dakika-teknoloji-haberleri\/","title":{"rendered":"Teknoloji devlerinden yapay zekaya 320 milyar dolar &#8211; Son Dakika Teknoloji Haberleri"},"content":{"rendered":"<p> <br \/>\n<\/p>\n<div>\n<p>Ge\u00e7en y\u0131l teknoloji devleri, yapay zek\u00e2da durmak bilmeyen talebe ayak uydurabilmek i\u00e7in milyarlarca dolar harcad\u0131. CNBC\u2019nin haberine g\u00f6re, Meta, Amazon, Alphabet ve Microsoft, 2025 y\u0131l\u0131nda yapay zek\u00e2 teknolojileri ile veri merkezi altyap\u0131lar\u0131na toplam 320 milyar dolara kadar harcama yapmay\u0131 planl\u0131yor.<\/p>\n<p>Bu tutar, \u015firket CEO\u2019lar\u0131n\u0131n y\u0131l\u0131n ba\u015f\u0131nda ve son iki haftada yapt\u0131klar\u0131 kazan\u00e7 toplant\u0131lar\u0131ndaki a\u00e7\u0131klamalardan \u00e7\u0131kar\u0131ld\u0131 ve 2024 y\u0131l\u0131nda toplam 230 milyar dolar olan sermaye harcamas\u0131ndan (Capex) ciddi bir art\u0131\u015fa i\u015faret ediyor.<\/p>\n<p><a href=\"https:\/\/www.ntv.com.tr\/teknoloji\" target=\"_blank\" rel=\"tag noopener\">Teknoloji<\/a> \u015firketleri, ChatGPT\u2019nin 2022\u2019de piyasaya \u00e7\u0131k\u0131\u015f\u0131ndan bu yana yapay zek\u00e2 projelerine zaten milyarlarca dolar yat\u0131r\u0131m yapm\u0131\u015f durumda. Rekabet yar\u0131\u015f\u0131 i\u00e7inde, veri merkezlerini bol miktarda Nvidia grafik i\u015flem birimi (GPU) ile donat\u0131yor ve yapay zek\u00e2 modellerini ilerletmeye \u00e7al\u0131\u015f\u0131yorlar. Yak\u0131n zamanda \u00c7in\u2019de ortaya \u00e7\u0131kan DeepSeek adl\u0131 a\u00e7\u0131k kaynakl\u0131 yapay zek\u00e2 arac\u0131 ise sekt\u00f6rde adeta \u015fok dalgas\u0131 yaratt\u0131.<br \/>Tahminlere g\u00f6re bu arac\u0131 geli\u015ftirmek, ABD\u2019li baz\u0131 rakiplerinin benzer projelere harcad\u0131\u011f\u0131 tutar\u0131n sadece ufak bir k\u0131sm\u0131na mal oldu.<\/p>\n<p>Bu geli\u015fmelerle birlikte olu\u015fan endi\u015feler, ge\u00e7en hafta piyasalarda bir sat\u0131\u015f dalgas\u0131n\u0131 tetikledi.<\/p>\n<p>Bunun sonucunda yapay zek\u00e2 \u00e7ipi \u00fcreticileri Nvidia ve Broadcom\u2019un hisseleri tek bir g\u00fcnde toplam 800 milyar dolar de\u011fer kaybetti. Bu durum, ABD\u2019li teknoloji \u015firketi CEO\u2019lar\u0131n\u0131n devasa harcama planlar\u0131n\u0131n gereklili\u011fi konusunda sorularla kar\u015f\u0131la\u015fmas\u0131na neden oldu.D\u00f6rt B\u00fcy\u00fck \u015eirketin Yat\u0131r\u0131m Planlar\u0131:<\/p>\n<p><strong>Amazon<\/strong><\/p>\n<p>Amazon, d\u00f6rt b\u00fcy\u00fck teknoloji \u015firketi aras\u0131nda en b\u00fcy\u00fck harcama plan\u0131n\u0131 a\u00e7\u0131klayan \u015firket oldu. CEO Andy Jassy, Per\u015fembe g\u00fcnk\u00fc \u015firket kazan\u00e7 \u00e7a\u011fr\u0131s\u0131nda, 2025 y\u0131l\u0131nda 100 milyar dolar\u0131n \u00fczerinde yat\u0131r\u0131m yapmay\u0131 hedeflediklerini s\u00f6yledi.<\/p>\n<p>Bu tutar, Amazon\u2019un 2024\u2019te yapt\u0131\u011f\u0131 83 milyar dolarl\u0131k harcaman\u0131n olduk\u00e7a \u00fcst\u00fcnde bir seviye. Jassy, yat\u0131r\u0131m\u0131n b\u00fcy\u00fck \u00f6l\u00e7\u00fcde Amazon Web Services (AWS) biriminin yapay zek\u00e2 \u00e7al\u0131\u015fmalar\u0131na gidece\u011fini ve bunun \u201chayatta bir kez kar\u015f\u0131la\u015f\u0131labilecek t\u00fcrden bir i\u015f f\u0131rsat\u0131\u201d oldu\u011funu belirtti.<\/p>\n<p>Jassy s\u00f6zlerine devam ederek, \u201cHem \u015firketimizin hem m\u00fc\u015fterilerimizin hem de hissedarlar\u0131m\u0131z\u0131n, orta ve uzun vadede bu sermaye yat\u0131r\u0131m\u0131n\u0131 ve yapay zek\u00e2 alan\u0131ndaki i\u015f f\u0131rsat\u0131n\u0131 de\u011ferlendirmemizden memnun olaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyorum\u201d diye konu\u015ftu.<\/p>\n<p><strong>Microsoft<\/strong><\/p>\n<p>Microsoft, Ocak ay\u0131nda yapt\u0131\u011f\u0131 a\u00e7\u0131klamada 2025 mali y\u0131l\u0131 i\u00e7in yapay zek\u00e2 odakl\u0131 veri merkezleri olu\u015fturmak \u00fczere 80 milyar dolar ay\u0131raca\u011f\u0131n\u0131 duyurdu. \u015eirket Ba\u015fkan\u0131 Brad Smith, bu harcaman\u0131n yar\u0131s\u0131ndan fazlas\u0131n\u0131n ABD\u2019de ger\u00e7ekle\u015fmesinin planland\u0131\u011f\u0131n\u0131 s\u00f6yledi. (Microsoft\u2019un mali y\u0131l\u0131 Haziran ay\u0131nda sona eriyor.)<\/p>\n<p><strong>Alphabet (<a href=\"https:\/\/www.ntv.com.tr\/google\" target=\"_blank\" rel=\"tag noopener\">Google<\/a>)<\/strong><\/p>\n<p>Alphabet (Google\u2019\u0131n \u00e7at\u0131 \u015firketi), 2025 y\u0131l\u0131nda 75 milyar dolar sermaye harcamas\u0131 yapmay\u0131 hedefliyor.<\/p>\n<p>Bunun 16 ila 18 milyar dolar\u0131n\u0131n ilk \u00e7eyrekte ger\u00e7ekle\u015fmesi bekleniyor. Alphabet\u2019in finans \u015fefi Anat Ashkenazi, sal\u0131 g\u00fcnk\u00fc kazan\u00e7 \u00e7a\u011fr\u0131s\u0131nda harcamalar\u0131n b\u00fcy\u00fck b\u00f6l\u00fcm\u00fcn\u00fcn \u201c\u00f6ncelikle sunucular, ard\u0131ndan veri merkezleri ve a\u011f ekipmanlar\u0131 i\u00e7in olmak \u00fczere teknik altyap\u0131ya\u201d gidece\u011fini ifade etti.<\/p>\n<p><strong>Meta (Facebook)<\/strong><\/p>\n<p>Meta CEO\u2019su Mark Zuckerberg, Ocak ay\u0131nda \u015firketinin 2025 yapay zek\u00e2 sermaye harcamas\u0131 b\u00fct\u00e7esini 60 ila 65 milyar dolar aral\u0131\u011f\u0131nda belirledi.<\/p>\n<p>Zuckerberg, 2025\u2019i \u201cyapay zek\u00e2 i\u00e7in belirleyici bir y\u0131l\u201d olarak nitelendirerek bu yat\u0131r\u0131mla \u201ctarihi bir inovasyonun kilidini a\u00e7may\u0131 ve Amerikan teknolojisinin liderli\u011fini peki\u015ftirmeyi\u201d hedeflediklerini vurgulad\u0131.Bu ifadeler, Zuckerberg\u2019in kendi Facebook g\u00f6nderisinde de yer ald\u0131.<\/p>\n<p>Di\u011fer Devler: Apple, Tesla, Nvidia<\/p>\n<p><strong>Apple<\/strong><\/p>\n<p>\u2018Muhte\u015fem 7\u2019 olarak an\u0131lan en b\u00fcy\u00fck yedi teknoloji \u015firketinin di\u011fer \u00fc\u00e7\u00fc Apple, Tesla ve Nvidia olarak s\u0131ralan\u0131yor.<\/p>\n<p>\u015eirket genellikle yapay zek\u00e2 e\u011fitim altyap\u0131s\u0131 i\u00e7in gereken sunucu g\u00fcc\u00fcn\u00fc kendi veri merkezlerinde de\u011fil, bulut servis sa\u011flay\u0131c\u0131lar\u0131ndan kiralayarak temin ediyor.<\/p>\n<p>Nitekim Apple\u2019\u0131n geli\u015ftirdi\u011fi Apple Intelligence modellerinin, \u00f6rne\u011fin Google Cloud altyap\u0131s\u0131nda e\u011fitildi\u011fi biliniyor. Apple ayr\u0131ca AWS ve Azure bulut platformlar\u0131ndan da kapasite kiral\u0131yor.<\/p>\n<p><strong>Tesla<\/strong><\/p>\n<p>Tesla, Ocak sonunda yay\u0131mlad\u0131\u011f\u0131 kazan\u00e7 raporunda 2024\u2019te yapay zek\u00e2yla ilgili sermaye harcamalar\u0131n\u0131n 5 milyar dolar civar\u0131nda oldu\u011funu (toplam 11,34 milyar dolar tutar\u0131nda) a\u00e7\u0131klad\u0131. \u015eirket, 2025 y\u0131l\u0131nda yapay zek\u00e2 harcamalar\u0131n\u0131n 2024 ile yakla\u015f\u0131k ayn\u0131 d\u00fczeyde kalmas\u0131n\u0131 bekliyor. Tesla, Teksas\u2019taki tesisinde \u201cCortex\u201d ad\u0131n\u0131 verdi\u011fi bir e\u011fitim s\u00fcper bilgisayar k\u00fcmesi in\u015fa ediyor.<\/p>\n<p>Bu altyap\u0131, \u015firketin otonom s\u00fcr\u00fc\u015f teknolojisi ve insans\u0131 robotik projelerinin arkas\u0131ndaki yapay zek\u00e2 modellerini e\u011fitmek i\u00e7in kullan\u0131lacak.<\/p>\n<p><strong>Nvidia\u00a0<\/strong><\/p>\n<p>Nvidia hen\u00fcz son \u00e7eyrek sonu\u00e7lar\u0131n\u0131 a\u00e7\u0131klamad\u0131; bu sonu\u00e7lar \u015eubat ay\u0131n\u0131n ilerleyen g\u00fcnlerinde gelecek. Nvidia\u2019n\u0131n sermaye harcamas\u0131 rakamlar\u0131, di\u011fer \u015firketlerden olduk\u00e7a farkl\u0131 bir tablo \u00e7izecek, zira Nvidia yapay zek\u00e2 teknolojisini sat\u0131n alan de\u011fil, bizzat geli\u015ftiren ve tedarik eden konumda.<\/p>\n<\/div>\n<p><br \/>\n<br \/><a href=\"https:\/\/www.ntv.com.tr\/teknoloji\/teknoloji-devleri-yapay-zeka-icin-320-milyar-dolar-harcayacak,-oeUys9vAE-y6wBT7wOHsg\"><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Ge\u00e7en y\u0131l teknoloji devleri, yapay zek\u00e2da durmak bilmeyen talebe ayak uydurabilmek i\u00e7in milyarlarca dolar harcad\u0131. CNBC\u2019nin haberine g\u00f6re, Meta, Amazon, Alphabet ve Microsoft, 2025 y\u0131l\u0131nda yapay zek\u00e2 teknolojileri ile veri merkezi altyap\u0131lar\u0131na toplam 320 milyar dolara kadar harcama yapmay\u0131 planl\u0131yor. Bu tutar, \u015firket CEO\u2019lar\u0131n\u0131n y\u0131l\u0131n ba\u015f\u0131nda ve son iki haftada yapt\u0131klar\u0131 kazan\u00e7 toplant\u0131lar\u0131ndaki a\u00e7\u0131klamalardan \u00e7\u0131kar\u0131ld\u0131 [&hellip;]<\/p>\n","protected":false},"author":908,"featured_media":17074,"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-17073","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\/02\/hSp-uMTrUUq-CkY7gQDWGQ.jpg","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/kibrisayna.com\/index.php\/wp-json\/wp\/v2\/posts\/17073","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=17073"}],"version-history":[{"count":0,"href":"https:\/\/kibrisayna.com\/index.php\/wp-json\/wp\/v2\/posts\/17073\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kibrisayna.com\/index.php\/wp-json\/wp\/v2\/media\/17074"}],"wp:attachment":[{"href":"https:\/\/kibrisayna.com\/index.php\/wp-json\/wp\/v2\/media?parent=17073"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kibrisayna.com\/index.php\/wp-json\/wp\/v2\/categories?post=17073"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kibrisayna.com\/index.php\/wp-json\/wp\/v2\/tags?post=17073"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}