{"id":35837,"date":"2025-10-09T12:04:43","date_gmt":"2025-10-09T09:04:43","guid":{"rendered":"https:\/\/kibrisayna.com\/index.php\/2025\/10\/09\/yapay-zekada-balon-ihtimali-ntv-haber\/"},"modified":"2025-10-09T12:04:43","modified_gmt":"2025-10-09T09:04:43","slug":"yapay-zekada-balon-ihtimali-ntv-haber","status":"publish","type":"post","link":"https:\/\/kibrisayna.com\/index.php\/2025\/10\/09\/yapay-zekada-balon-ihtimali-ntv-haber\/","title":{"rendered":"Yapay zekada balon ihtimali? &#8211; NTV Haber"},"content":{"rendered":"<p> <br \/>\n<\/p>\n<div>\n<p>Her \u015firket art\u0131k \u201cAI destekli\u201d \u00fcr\u00fcn\u00fcnden, \u201cAI tabanl\u0131 d\u00f6n\u00fc\u015f\u00fcm\u201d vizyonundan bahsediyor Bu kavram, adeta yeni bir ekonomik gereklilik haline geldi.<\/p>\n<p>Ancak finansal tarihe biraz a\u015fina olanlar bilecektir ki her yeni \u00e7a\u011f s\u00f6ylemi bir noktada ger\u00e7ekte \u00fcretkenlik s\u0131nav\u0131na girer. Bug\u00fcn o s\u0131nav\u0131n e\u015fi\u011findeyiz.<\/p>\n<p><strong>BEKLENT\u0130LER \u00d6NDE G\u0130D\u0130YOR\u00a0<\/strong><\/p>\n<p>\u015eirketler milyarlarca dolar harc\u0131yor ama bu yat\u0131r\u0131mlar\u0131n geri d\u00f6n\u00fc\u015f\u00fc hen\u00fcz s\u0131n\u0131rl\u0131. AI hizmetleri hala pahal\u0131 ve t\u00fcketici taraf\u0131nda s\u0131n\u0131rl\u0131 eri\u015fime sahip.<\/p>\n<p>\u00d6rnek verecek olursak; ChatGPT veya Copilot gibi sistemler ses getiriyor ama kullan\u0131c\u0131 ba\u015f\u0131na gelir hala d\u00fc\u015f\u00fck.<\/p>\n<p>Konu ister istemez 2000&#8217;lerdeki &#8220;dot-com balonu&#8221; d\u00f6nemini hat\u0131rlat\u0131yor. O zaman da herkes &#8220;internet ekonomisi&#8221; diyordu. Fakat kazanan yaln\u0131zca birka\u00e7 \u015firket oldu; Amazon, Google, eBay&#8230;<\/p>\n<p>\u015eimdi ayn\u0131 tablo yapay zekada ya\u015fan\u0131yor. Y\u00fczlerce \u201cAI startup\u201d do\u011fdu, milyarlarca dolar de\u011ferleme ald\u0131, ama bunlar\u0131n ka\u00e7 tanesi ger\u00e7ekten kal\u0131c\u0131 olacak?<\/p>\n<p><strong>S\u0130YASET VE REG\u00dcLASYON G\u00d6LGES\u0130\u00a0<\/strong><\/p>\n<p>Yapay zeka sadece ekonomi de\u011fil, ayn\u0131 zamanda politika meselesine d\u00f6n\u00fc\u015ft\u00fc. \u00d6rne\u011fin ABD h\u00fck\u00fcmeti Intel&#8217;den y\u00fczde 10 hisse ald\u0131. Ard\u0131ndan Intel ve Nvidia aras\u0131nda bir ortakl\u0131k anla\u015fmas\u0131 imzaland\u0131. Di\u011fer yandan yine ABD, \u00c7in&#8217;e y\u00f6nelik baz\u0131 \u00e7ip sat\u0131\u015f\u0131na s\u0131n\u0131rlama getirdi.<\/p>\n<p>\u00c7\u00fcnk\u00fc bu ili\u015fkiler, sadece teknolojik de\u011fil, rekabet dengelerini de de\u011fi\u015ftiriyor.<\/p>\n<p><strong>WALL STREET&#8217;TE AI FIRTINASI\u00a0<\/strong><\/p>\n<p>Nvidia&#8217;n\u0131n piyasa de\u011feri 2,5 trilyon dolar\u0131 a\u015ft\u0131. Microsoft 80 milyar dolarl\u0131k <a href=\"https:\/\/www.ntv.com.tr\/yapay-zeka\" target=\"_blank\" rel=\"tag\">yapay zeka<\/a> yat\u0131r\u0131m\u0131 kapsam\u0131nda yeni veri merkezi plan\u0131n\u0131 duyurdu. Meta, y\u00f6n\u00fcn\u00fc tamamen yapay zekaya \u00e7evirdi. Amazon, AI modellerine \u00f6zel altyap\u0131 kuruyor. Bu \u015firketlerin toplam de\u011feri bir\u00e7ok \u00fclkenin milli gelirinden bile b\u00fcy\u00fck.<\/p>\n<p>Yat\u0131r\u0131mc\u0131 a\u00e7\u0131s\u0131ndan ise &#8220;AI devrimi geliyor, geri kalmayal\u0131m.&#8221; duygusu hakim. Borsa y\u00fckseliyor, fonlar teknoloji hisselerine ak\u0131yor. Peki bu y\u00fckseli\u015fin ne kadar\u0131 ger\u00e7ek kazanca, ne kadar\u0131 hayale dayan\u0131yor?<\/p>\n<p>S&amp;P 500 endeksinin son bir y\u0131ll\u0131k kazanc\u0131n\u0131n b\u00fcy\u00fck b\u00f6l\u00fcm\u00fc sadece birka\u00e7 \u015firketten geliyor.<\/p>\n<p>\u201cMagnificent 7\u201d denilen devler (Nvidia, Microsoft, Apple, Meta, Amazon, Alphabet, Tesla) olmadan endeksin getirisi neredeyse s\u0131f\u0131ra yak\u0131n. Bu da piyasa yo\u011funla\u015fmas\u0131 riskini art\u0131r\u0131yor. Yani y\u00fckseli\u015fin temeli sa\u011flam ama \u00e7ok dar bir tabana dayan\u0131yor. Bu tablo, borsa a\u00e7\u0131s\u0131ndan hem f\u0131rsat hem tehdit.<\/p>\n<p>Yapay zeka ger\u00e7ekten kal\u0131c\u0131 bir \u00fcretkenlik art\u0131\u015f\u0131 getirirse bu yat\u0131r\u0131mlar\u0131n kar\u015f\u0131l\u0131\u011f\u0131 al\u0131n\u0131r. Ama beklentiler ger\u00e7ekle\u015fmezse, teknoloji hisselerinde keskin d\u00fczeltme ka\u00e7\u0131n\u0131lmaz olur.<\/p>\n<p><strong>GER\u00c7EK VE BALON ARASINDAK\u0130 \u0130NCE C\u0130ZG\u0130\u00a0<\/strong><\/p>\n<p>Her ekonomik d\u00f6n\u00fc\u015f\u00fcm \u00f6nce abart\u0131l\u0131r, sonra sindirilir. Elektrik, internet, otomobil, hepsi \u00f6nce \u201cbalon\u201d olarak g\u00f6r\u00fclm\u00fc\u015ft\u00fc. Yapay zeka da ayn\u0131 yoldan ge\u00e7iyor.<\/p>\n<p>\u015eu anda \u201ca\u015f\u0131r\u0131 umut\u201d d\u00f6nemindeyiz. Bir s\u00fcre sonra hayal k\u0131r\u0131kl\u0131\u011f\u0131 evresi gelir, ard\u0131ndan ger\u00e7ek \u00fcretkenlik s\u0131\u00e7ramas\u0131 ba\u015flar.<\/p>\n<p>Yani bu y\u00fckseli\u015f tamamen bo\u015f de\u011fil.<\/p>\n<p>Ama her y\u00fckseli\u015f gibi kal\u0131c\u0131 da de\u011fil.<\/p>\n<\/div>\n<p><br \/>\n<br \/><a href=\"https:\/\/www.ntv.com.tr\/yazarlar\/dogan-ozkan\/yapay-zekada-balon-ihtimali,RKxqLQbK9U2vsOjyoMxMGA\"><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Her \u015firket art\u0131k \u201cAI destekli\u201d \u00fcr\u00fcn\u00fcnden, \u201cAI tabanl\u0131 d\u00f6n\u00fc\u015f\u00fcm\u201d vizyonundan bahsediyor Bu kavram, adeta yeni bir ekonomik gereklilik haline geldi. Ancak finansal tarihe biraz a\u015fina olanlar bilecektir ki her yeni \u00e7a\u011f s\u00f6ylemi bir noktada ger\u00e7ekte \u00fcretkenlik s\u0131nav\u0131na girer. Bug\u00fcn o s\u0131nav\u0131n e\u015fi\u011findeyiz. BEKLENT\u0130LER \u00d6NDE G\u0130D\u0130YOR\u00a0 \u015eirketler milyarlarca dolar harc\u0131yor ama bu yat\u0131r\u0131mlar\u0131n geri d\u00f6n\u00fc\u015f\u00fc hen\u00fcz [&hellip;]<\/p>\n","protected":false},"author":908,"featured_media":35838,"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-35837","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\/10\/cx8dahr0BESMtrtr9Wf0lQ.jpg","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/kibrisayna.com\/index.php\/wp-json\/wp\/v2\/posts\/35837","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=35837"}],"version-history":[{"count":0,"href":"https:\/\/kibrisayna.com\/index.php\/wp-json\/wp\/v2\/posts\/35837\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kibrisayna.com\/index.php\/wp-json\/wp\/v2\/media\/35838"}],"wp:attachment":[{"href":"https:\/\/kibrisayna.com\/index.php\/wp-json\/wp\/v2\/media?parent=35837"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kibrisayna.com\/index.php\/wp-json\/wp\/v2\/categories?post=35837"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kibrisayna.com\/index.php\/wp-json\/wp\/v2\/tags?post=35837"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}