\n<\/p>\n
Nvidia, SEC dosyas\u0131nda ikinci \u00e7eyrek gelirinin y\u00fczde 39\u2019unun \u201cM\u00fc\u015fteri A\u201d ve \u201cM\u00fc\u015fteri B\u201d olarak adland\u0131r\u0131lan iki m\u00fc\u015fteriden geldi\u011fini a\u00e7\u0131klad\u0131.<\/p>\n
Temmuz ile biten \u00fc\u00e7 ayl\u0131k d\u00f6nemde M\u00fc\u015fteri A \u015firketin sat\u0131\u015flar\u0131n\u0131n y\u00fczde 23\u2019\u00fcn\u00fc, M\u00fc\u015fteri B ise y\u00fczde 16\u2019s\u0131n\u0131 olu\u015fturdu. Toplamda yakla\u015f\u0131k 6 milyar dolarl\u0131k gelir bu iki m\u00fc\u015fteriden sa\u011fland\u0131.<\/p>\n
\u015eirket, bu rakamlar\u0131n ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re ciddi art\u0131\u015f g\u00f6sterdi\u011fini belirtti; ge\u00e7en y\u0131l en b\u00fcy\u00fck iki m\u00fc\u015fterinin toplam pay\u0131 y\u00fczde 25 civar\u0131ndayd\u0131.<\/p>\n
DO\u011eRUDAN M\u00dc\u015eTER\u0130LER<\/strong><\/p>\n Nvidia, M\u00fc\u015fteri A ve B\u2019yi \u201cdo\u011frudan m\u00fc\u015fteriler\u201d olarak tan\u0131mlad\u0131. Bu firmalar, Nvidia \u00e7iplerini kendi sistem ve \u00fcr\u00fcnlerine entegre edip son kullan\u0131c\u0131ya satan \u015firketler. Ayr\u0131ca \u015firketin dolayl\u0131 m\u00fc\u015fterileri de bulunuyor; bunlar \u00e7ipleri do\u011frudan Nvidia\u2019dan almay\u0131p ba\u015fka firmalar \u00fczerinden sistemlerini kullanan b\u00fcy\u00fck bulut sa\u011flay\u0131c\u0131lar\u0131 ve teknoloji<\/a> \u015firketleri.<\/p>\n Dosyada belirtilene g\u00f6re, iki dolayl\u0131 m\u00fc\u015fteri toplam gelirin y\u00fczde 10\u2019undan fazlas\u0131n\u0131 olu\u015fturuyor ve bu gelir do\u011frudan M\u00fc\u015fteri A veya B arac\u0131l\u0131\u011f\u0131yla sa\u011flan\u0131yor.<\/p>\n Nvidia CFO\u2019su Colette Kress, veri merkezi gelirinin yakla\u015f\u0131k yar\u0131s\u0131n\u0131n b\u00fcy\u00fck bulut hizmeti sa\u011flay\u0131c\u0131lar\u0131ndan geldi\u011fini a\u00e7\u0131klad\u0131. Veri merkezi sat\u0131\u015flar\u0131, \u015firketin ikinci \u00e7eyrek toplam gelirinin y\u00fczde 88\u2019ini olu\u015fturuyor. Analistler, Nvidia\u2019n\u0131n gelirinin b\u00fcy\u00fck \u00f6l\u00e7\u00fcde s\u0131n\u0131rl\u0131 say\u0131da m\u00fc\u015fteriye ba\u011fl\u0131 olmas\u0131n\u0131n yat\u0131r\u0131mc\u0131lar i\u00e7in hem f\u0131rsat hem risk olu\u015fturdu\u011funu s\u00f6yl\u00fcyor. HSBC analisti Frank Lee, 2026\u2019daki bulut hizmeti sa\u011flay\u0131c\u0131lar\u0131n\u0131n sermaye harcamas\u0131 beklentilerine g\u00f6re Nvidia hisselerinde k\u0131sa vadeli kataliz\u00f6rler g\u00f6r\u00fclebilece\u011fini ifade etti.<\/p>\n Nvidia, yat\u0131r\u0131mc\u0131lara talebin yaln\u0131zca bulut devlerinden gelmedi\u011fini; \u015firket i\u00e7i yapay zek\u00e2 geli\u015ftiren firmalar, yabanc\u0131 h\u00fck\u00fcmetler ve \u201cneocloud\u201d olarak adland\u0131r\u0131lan yeni altyap\u0131 sa\u011flay\u0131c\u0131lar\u0131ndan da geldi\u011fini a\u00e7\u0131klad\u0131.<\/p>\n<\/div>\n
CEO Jensen Huang ise, yapay zek\u00e2 altyap\u0131s\u0131na y\u00f6nelik harcamalar\u0131n 2030 y\u0131l\u0131na kadar 3\u20134 trilyon dolara ula\u015fmas\u0131n\u0131 beklediklerini s\u00f6yledi. Huang, Nvidia\u2019n\u0131n bu alandaki gelirinin yaln\u0131zca GPU sat\u0131\u015f\u0131ndan de\u011fil, a\u011f, h\u0131zland\u0131r\u0131c\u0131lar ve yaz\u0131l\u0131m y\u0131\u011f\u0131nlar\u0131ndan da sa\u011flanaca\u011f\u0131n\u0131 belirtti.<\/p>\n