{"id":39603,"date":"2026-10-03T12:15:40","date_gmt":"2026-10-03T09:15:40","guid":{"rendered":"https:\/\/kibrisayna.com\/index.php\/2026\/10\/03\/yapay-zekaya-trilyonluk-yatirim-getiri-beklentiyi-karsilayacak-mi\/"},"modified":"2026-10-03T12:15:40","modified_gmt":"2026-10-03T09:15:40","slug":"yapay-zekaya-trilyonluk-yatirim-getiri-beklentiyi-karsilayacak-mi","status":"publish","type":"post","link":"https:\/\/kibrisayna.com\/index.php\/2026\/10\/03\/yapay-zekaya-trilyonluk-yatirim-getiri-beklentiyi-karsilayacak-mi\/","title":{"rendered":"Yapay zekaya trilyonluk yat\u0131r\u0131m. Getiri beklentiyi kar\u015f\u0131layacak m\u0131?"},"content":{"rendered":"<p> <br \/>\n<\/p>\n<div>\n<p>Reuters ajans\u0131n\u0131n haberine g\u00f6re ABD merkezli yat\u0131r\u0131m bankas\u0131 JP Morgan, yar\u0131\u015f\u0131n \u00f6nc\u00fcs\u00fc konumundaki ABD&#8217;de geni\u015f tabanl\u0131 verimlilik art\u0131\u015flar\u0131n\u0131n &#8220;hen\u00fcz yakalanamad\u0131\u011f\u0131n\u0131&#8221; belirterek de\u011ferlemelerin s\u00fcrd\u00fcr\u00fclebilirli\u011fini \u015f\u00fcpheli buluyor.<\/p>\n<p>\u00a0<\/p>\n<p>Bain &amp; Company taraf\u0131ndan haz\u0131rlanan bir ara\u015ft\u0131rma ise mevcut pazarlardan elde edilecek <a href=\"https:\/\/www.ntv.com.tr\/ntvpara\/alibabanin-yapay-zeka-yatirimlari-etkisini-gostermeye-basladi-1738183\" target=\"_blank\" rel=\"noopener noreferrer\">verimlilik kazan\u0131mlar\u0131n\u0131n<svg viewbox=\"0 0 12 12\" fill=\"none\" style=\"display:inline-block;width:0.75em;height:0.75em;vertical-align:baseline;margin:0 0.25em\"><path d=\"M3.5 1.5H1.5a1 1 0 00-1 1v8a1 1 0 001 1h8a1 1 0 001-1V8.5M7 .5H11.5V5M4.5 7.5L11 1\" stroke=\"currentColor\" stroke-linecap=\"round\" stroke-linejoin=\"round\"\/><\/svg><\/a> bu harcamalar\u0131 kar\u015f\u0131lamaya yetmeyece\u011fini g\u00f6steriyor.<\/p>\n<p>\u00a0<\/p>\n<p>Rapora g\u00f6re finansman a\u00e7\u0131\u011f\u0131n\u0131 kapatmak i\u00e7in yapay zeka g\u00fcd\u00fcml\u00fc robotlardan yeni batarya ve yar\u0131 iletken malzemelerinin geli\u015ftirilmesine uzanan tamamen yeni pazarlar\u0131n do\u011fmas\u0131 gerekiyor.<\/p>\n<p>\u00a0<\/p>\n<p>Bain &amp; Company, Google, Amazon ve Microsoft gibi k\u00fcresel altyap\u0131y\u0131 kuran teknoloji devlerinin ve di\u011fer sekt\u00f6r akt\u00f6rlerinin, altyap\u0131 in\u015fas\u0131n\u0131 finanse edebilmek ad\u0131na \u00f6n\u00fcm\u00fczdeki be\u015f y\u0131l i\u00e7inde 4,2 trilyon dolardan fazla yeni gelir yaratmas\u0131 gerekti\u011fini hesapl\u0131yor.<\/p>\n<p>\u00a0<\/p>\n<p>Tarihsel \u00f6rneklerin teknoloji odakl\u0131 y\u00fckseli\u015flerin altyap\u0131 yat\u0131r\u0131mlar\u0131n\u0131n yetersiz getiri sa\u011flamas\u0131yla sonland\u0131\u011f\u0131n\u0131 hat\u0131rlatan JP Morgan, \u00e7ip \u00fcreticisi Nvidia \u00fczerinden bir hesaplama yapt\u0131.<\/p>\n<p>\u00a0<\/p>\n<p>Banka, \u015firketin mevcut piyasa de\u011ferini hakl\u0131 \u00e7\u0131karmak i\u00e7in ABD&#8217;deki y\u0131ll\u0131k verimlilik art\u0131\u015f\u0131n\u0131n \u00f6n\u00fcm\u00fczdeki 10 y\u0131l boyunca y\u00fczde 3 ile y\u00fczde 5 aras\u0131nda ger\u00e7ekle\u015fmesi gerekti\u011fini kaydetti.<\/p>\n<p>\u00a0<\/p>\n<p>ABD Kongresi B\u00fct\u00e7e Ofisinin ayn\u0131 d\u00f6nem i\u00e7in temel y\u0131ll\u0131k verimlilik art\u0131\u015f\u0131 beklentisi ise y\u00fczde 1,75 seviyesinde.<\/p>\n<p>\u00a0<\/p>\n<p>Columbia Business School ekonomisti Stijn Van Nieuwerburgh, k\u00fcresel yapay zeka yat\u0131r\u0131mlar\u0131n\u0131n yakla\u015f\u0131k d\u00f6rtte \u00fc\u00e7\u00fcn\u00fc \u00fcstlenen ABD&#8217;de 2025 ile 2032 y\u0131llar\u0131 aras\u0131ndaki harcamalar\u0131n 9 trilyon dolara ula\u015fabilece\u011fini hesaplad\u0131. Bu miktar, y\u0131ll\u0131k ABD gayri safi yurt i\u00e7i has\u0131las\u0131n\u0131n y\u00fczde 3,2&#8217;sine denk geliyor.<\/p>\n<p>\u00a0<\/p>\n<p>Reuters&#8217;a konu\u015fan Van Nieuwerburgh, y\u00fczde 10&#8217;luk bir yat\u0131r\u0131m getirisi i\u00e7in sekt\u00f6r\u00fcn 2032 y\u0131l\u0131na kadar y\u0131ll\u0131k 3,55 trilyon dolar gelir \u00fcretmesi gerekti\u011fini, mevcut gelirlerin ise bunun \u00e7ok k\u00fc\u00e7\u00fck bir k\u0131sm\u0131n\u0131 olu\u015fturdu\u011funu ifade etti.<\/p>\n<p>\u00a0<\/p>\n<p>Ekonomist ayr\u0131ca altyap\u0131 bor\u00e7lar\u0131ndaki kald\u0131ra\u00e7 yap\u0131s\u0131 nedeniyle talepteki \u0131l\u0131ml\u0131 bir bozulman\u0131n b\u00fcy\u00fck kay\u0131plara yol a\u00e7abilece\u011fini belirtti.<\/p>\n<\/div>\n<p><br \/>\n<br \/><a href=\"https:\/\/www.ntv.com.tr\/teknoloji\/galeri-yapay-zekaya-trilyonluk-yatirim-getiri-beklentiyi-karsilayacak-mi-1744606\"><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Reuters ajans\u0131n\u0131n haberine g\u00f6re ABD merkezli yat\u0131r\u0131m bankas\u0131 JP Morgan, yar\u0131\u015f\u0131n \u00f6nc\u00fcs\u00fc konumundaki ABD&#8217;de geni\u015f tabanl\u0131 verimlilik art\u0131\u015flar\u0131n\u0131n &#8220;hen\u00fcz yakalanamad\u0131\u011f\u0131n\u0131&#8221; belirterek de\u011ferlemelerin s\u00fcrd\u00fcr\u00fclebilirli\u011fini \u015f\u00fcpheli buluyor. \u00a0 Bain &amp; Company taraf\u0131ndan haz\u0131rlanan bir ara\u015ft\u0131rma ise mevcut pazarlardan elde edilecek verimlilik kazan\u0131mlar\u0131n\u0131n bu harcamalar\u0131 kar\u015f\u0131lamaya yetmeyece\u011fini g\u00f6steriyor. \u00a0 Rapora g\u00f6re finansman a\u00e7\u0131\u011f\u0131n\u0131 kapatmak i\u00e7in yapay zeka g\u00fcd\u00fcml\u00fc [&hellip;]<\/p>\n","protected":false},"author":908,"featured_media":39604,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"advanced_seo_description":"","jetpack_seo_html_title":"","jetpack_seo_noindex":false,"jetpack_seo_schema_type":"","_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_feature_clip_id":0,"_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},"jetpack_post_was_ever_published":false},"categories":[12],"tags":[],"class_list":["post-39603","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\/2026\/10\/XQY67RPPJRMQNGCMT4MV2BOCFQ-702435.jpg","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/kibrisayna.com\/index.php\/wp-json\/wp\/v2\/posts\/39603","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=39603"}],"version-history":[{"count":0,"href":"https:\/\/kibrisayna.com\/index.php\/wp-json\/wp\/v2\/posts\/39603\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kibrisayna.com\/index.php\/wp-json\/wp\/v2\/media\/39604"}],"wp:attachment":[{"href":"https:\/\/kibrisayna.com\/index.php\/wp-json\/wp\/v2\/media?parent=39603"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kibrisayna.com\/index.php\/wp-json\/wp\/v2\/categories?post=39603"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kibrisayna.com\/index.php\/wp-json\/wp\/v2\/tags?post=39603"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}