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Kress, ilkbaharda ba\u015flat\u0131lan ve bulut \u015firketlerinin gelirlerinden pay alma kar\u015f\u0131l\u0131\u011f\u0131nda kredi deste\u011fi sunan bu programda hangi anla\u015fmalar\u0131n se\u00e7ilece\u011fi, garantilerin nas\u0131l de\u011ferlenece\u011fi ve yat\u0131r\u0131m getirisinin nas\u0131l hesaplanaca\u011f\u0131 konusunda sorular y\u00f6neltti.<\/p>\n
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Birlikte \u00e7al\u0131\u015ft\u0131\u011f\u0131 ki\u015filere g\u00f6re Kress, perde arkas\u0131nda Huang’\u0131n damad\u0131 Caprez’i dizginlemeye \u00e7al\u0131\u015ft\u0131.<\/p>\n
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Bu s\u00fcre\u00e7te Nvidia, OpenAI’\u0131n Ohio’da kuraca\u011f\u0131 ve yakla\u015f\u0131k 300 milyar dolarl\u0131k Nvidia \u00e7ipiyle dolduraca\u011f\u0131 d\u00fcnyan\u0131n en b\u00fcy\u00fck veri merkezi tesisi i\u00e7in finansal destek sa\u011flamak \u00fczere g\u00f6r\u00fc\u015fmeler y\u00fcr\u00fctt\u00fc.<\/p>\n
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The Wall Street Journal’\u0131n 26 Temmuz’da Nvidia’n\u0131n proje i\u00e7in 250 milyar dolarl\u0131k destek d\u00fc\u015f\u00fcnd\u00fc\u011f\u00fcn\u00fc yazmas\u0131n\u0131n ard\u0131ndan \u015firket hisseleri ertesi g\u00fcn y\u00fczde 5 de\u011fer kaybetti ve piyasa de\u011ferinden 250 milyar dolar silindi.<\/p>\n
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Anla\u015fmaya a\u015fina kaynaklar, Kress’in sonraki haftalarda anla\u015fmay\u0131 yeniden yap\u0131land\u0131rarak Nvidia’n\u0131n ba\u015flang\u0131\u00e7taki finansal taahh\u00fcd\u00fcn\u00fc yar\u0131ya indirdi\u011fini ve taraflar\u0131n k\u00fc\u00e7\u00fclt\u00fclm\u00fc\u015f anla\u015fmay\u0131 17 A\u011fustos’ta imzalad\u0131\u011f\u0131n\u0131 aktard\u0131.<\/p>\n
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A\u011fustos sonunda baz\u0131 kredi deste\u011fi anla\u015fmalar\u0131n\u0131 ask\u0131ya alan Nvidia’da Kress, \u015firketin yapay zeka sekt\u00f6r\u00fcne adeta bir bankac\u0131 gibi kredi sa\u011flamas\u0131n\u0131 savundu.<\/p>\n
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Kress a\u011fustos sonunda yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, “Bu deste\u011fin \u00f6l\u00e7e\u011finin fark\u0131nday\u0131z ve baz\u0131lar\u0131n\u0131n buna d\u00f6ng\u00fcsel finansman diyece\u011fini biliyoruz. Biz durumu farkl\u0131 g\u00f6r\u00fcyoruz. Yat\u0131r\u0131lan sermayemizden elde edece\u011fimiz \u00f6zsermaye getirisi m\u00fckemmel olacak” dedi.<\/p>\n
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Son be\u015f y\u0131lda piyasa de\u011feri 1 trilyon dolar\u0131n alt\u0131ndan ekim ay\u0131nda 5,8 trilyon dolara kadar \u00e7\u0131kan Nvidia’n\u0131n ayl\u0131k ortalama hisse \u00e7arpan\u0131 may\u0131staki 23 seviyesinden ekimde 16’ya geriledi.<\/p>\n
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Yat\u0131r\u0131mc\u0131lar\u0131 yat\u0131\u015ft\u0131rmak i\u00e7in tarihin en b\u00fcy\u00fck hisse geri al\u0131m\u0131n\u0131 ger\u00e7ekle\u015ftiren \u015firket, ekim ay\u0131 itibar\u0131yla finansman musluklar\u0131n\u0131 k\u0131smaya ba\u015flad\u0131.<\/p>\n
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Huang, Berlin’deki bir konferansta b\u00fcy\u00fck \u00e7ip al\u0131c\u0131s\u0131 alt\u0131 \u015firketin CEO’suyla bir araya gelerek Japonya’da t\u00fcm \u00e7orbas\u0131n\u0131 tek bir m\u00fc\u015fteriye satmay\u0131 reddeden bir \u00e7orbac\u0131n\u0131n hikayesini anlatt\u0131.<\/p>\n
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Huang, bulut bili\u015fim y\u00f6neticilerine “O hepinizden daha iyi bir i\u015f insan\u0131” diyerek “Benim \u00fcr\u00fcnlerimin de\u011ferini siz belirlemiyorsunuz” ifadelerini kulland\u0131.<\/p>\n<\/div>\n