{"id":149310,"date":"2026-09-14T17:45:24","date_gmt":"2026-09-14T14:45:24","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/09\/14\/yapay-zekada-yavaslama-cagrisi-teknoloji-hisselerinde-satis-baskisi-yaratti"},"modified":"2026-09-14T17:45:24","modified_gmt":"2026-09-14T14:45:24","slug":"yapay-zekada-yavaslama-cagrisi-teknoloji-hisselerinde-satis-baskisi-yaratti","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/09\/14\/yapay-zekada-yavaslama-cagrisi-teknoloji-hisselerinde-satis-baskisi-yaratti\/","title":{"rendered":"Yapay zekada yava\u015flama \u00e7a\u011fr\u0131s\u0131 teknoloji hisselerinde sat\u0131\u015f bask\u0131s\u0131 yaratt\u0131"},"content":{"rendered":"<p>Trive Yat\u0131r\u0131m\u2019\u0131n raporunda, daha yetenekli modellerin geli\u015ftirilme h\u0131z\u0131n\u0131n d\u00fc\u015f\u00fcr\u00fclmesinin sekt\u00f6r \u00fczerinde farkl\u0131 kanallardan etkili olabilece\u011fi, yeni modellerin daha seyrek piyasaya \u00e7\u0131kmas\u0131n\u0131n mevcut modellerin ekonomik \u00f6mr\u00fcn\u00fc uzatarak ayn\u0131 \u00fcr\u00fcn \u00fczerinden daha uzun s\u00fcre gelir yarat\u0131lmas\u0131na imkan verebilece\u011fi aktar\u0131ld\u0131. Bununla birlikte daha kapsaml\u0131 g\u00fcvenlik testleri ve denetimler nedeniyle geli\u015ftirme maliyetlerinin do\u011frudan azalaca\u011f\u0131n\u0131n zor g\u00f6r\u00fcnd\u00fc\u011f\u00fc ifade edildi.<\/p>\n<p>As\u0131l bask\u0131n\u0131n yapay zeka altyap\u0131s\u0131na y\u00f6nelik b\u00fcy\u00fcme beklentilerinde ortaya \u00e7\u0131kmas\u0131n\u0131n beklenebilece\u011fi bildirilen raporda; daha geli\u015fmi\u015f modeller y\u00fcksek i\u015flem g\u00fcc\u00fc gerektirdi\u011finden, model geli\u015ftirme h\u0131z\u0131n\u0131n yava\u015flamas\u0131n\u0131n Nvidia ve SK Hynix gibi \u00e7ip \u00fcreticileri ile Oracle gibi veri merkezi ve bulut altyap\u0131s\u0131 sa\u011flay\u0131c\u0131lar\u0131na y\u00f6nelik sermaye harcamas\u0131 beklentilerinin a\u015fa\u011f\u0131 y\u00f6nl\u00fc revize edilmesine neden olabilece\u011fi kaydedildi. Buna kar\u015f\u0131l\u0131k mevcut modellerin daha geni\u015f \u00f6l\u00e7ekte kullan\u0131lmas\u0131n\u0131n, inference talebinin b\u00fcy\u00fcmesinin ve kurumsal yapay zeka adaptasyonunun devam etmesinin altyap\u0131 talebini desteklemeyi s\u00fcrd\u00fcrebilece\u011fi, piyasan\u0131n mevcut tepkisini ise uzun vadeli talebin ortadan kalkmas\u0131ndan ziyade b\u00fcy\u00fcme h\u0131z\u0131na ili\u015fkin beklentilerin a\u015fa\u011f\u0131 \u00e7ekilmesi olarak de\u011ferlendirmenin daha do\u011fru olaca\u011f\u0131 ifade edildi.<\/p>\n<p>Bu geli\u015fmelerin ard\u0131ndan Nasdaq 100 vadeli kontrat\u0131n\u0131n da y\u00fczde 1\u2019in \u00fczerinde kay\u0131pla i\u015flem g\u00f6rd\u00fc\u011f\u00fc belirtilen raporda, teknik g\u00f6r\u00fcn\u00fcmde kontrat\u0131n k\u0131sa vadeli y\u00fckselen trend deste\u011fini test ederken \u015fimdilik bu b\u00f6lgenin \u00fczerinde tutunmay\u0131 ba\u015fard\u0131\u011f\u0131, ancak 8 haftal\u0131k EMA\u2019n\u0131n bulundu\u011fu 29.270 seviyesinin alt\u0131nda kal\u0131nd\u0131\u011f\u0131 s\u00fcrece sat\u0131\u015f bask\u0131s\u0131n\u0131n devam etmesinin beklenebilece\u011fi aktar\u0131ld\u0131.<\/p>\n<p>28.780 seviyesindeki y\u00fckselen trend deste\u011finin a\u015fa\u011f\u0131 y\u00f6nl\u00fc k\u0131r\u0131lmas\u0131n\u0131n k\u0131sa vadeli teknik g\u00f6r\u00fcn\u00fcmde bozulmay\u0131 belirginle\u015ftirebilece\u011fi, bu seviyenin alt\u0131nda kal\u0131c\u0131l\u0131k sa\u011flanmas\u0131 halinde ise d\u00fczeltmenin 25.800 b\u00f6lgesine do\u011fru derinle\u015fme riskinin artaca\u011f\u0131 vurguland\u0131.<\/p>\n<p>Pozitif senaryoda ise yapay zeka sekt\u00f6r\u00fcne y\u00f6nelik g\u00fcvenlik standartlar\u0131n\u0131n ve d\u00fczenleyici \u00e7er\u00e7evenin belirsizli\u011fi azaltacak, ancak model geli\u015ftirme ve altyap\u0131 yat\u0131r\u0131mlar\u0131n\u0131 ciddi \u00f6l\u00e7\u00fcde s\u0131n\u0131rlamayacak \u015fekilde olu\u015fturulmas\u0131n\u0131n piyasa a\u00e7\u0131s\u0131ndan destekleyici olabilece\u011fi bildirilen raporda; b\u00f6yle bir ortamda yapay zeka yat\u0131r\u0131mlar\u0131n\u0131n ve teknoloji \u015firketlerinin g\u00fc\u00e7l\u00fc karl\u0131l\u0131k g\u00f6r\u00fcn\u00fcm\u00fcn\u00fcn y\u00fckseli\u015fi yeniden desteklemesinin m\u00fcmk\u00fcn oldu\u011fu, teknik olarak 30.200 seviyesindeki k\u0131sa vadeli al\u00e7alan trend direncinin a\u015f\u0131lmas\u0131 halinde sat\u0131\u015f bask\u0131s\u0131n\u0131n hafiflemesi ve 30.750 civar\u0131ndaki zirve b\u00f6lgesinin yeniden hedef konumuna gelmesinin beklenebilece\u011fi kaydedildi.<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 14 Eyl\u00fcl (Hibya) \u2013 Trive Yat\u0131r\u0131m taraf\u0131ndan yay\u0131mlanan analizde, Anthropic CEO\u2019su Dario Amodei\u2019nin, daha geli\u015fmi\u015f yapay zeka modellerinin geli\u015ftirilme h\u0131z\u0131n\u0131n g\u00fcvenlik \u00f6nlemlerinin yeti\u015fmesine imkan verecek \u015fekilde yava\u015flat\u0131lmas\u0131 ve denetimlerin art\u0131r\u0131lmas\u0131 y\u00f6n\u00fcndeki \u00e7a\u011fr\u0131s\u0131na OpenAI CEO\u2019su Sam Altman ile xAI ve SpaceX CEO\u2019su Elon Musk\u2019\u0131n da destek vermesinin, yapay zeka ba\u011flant\u0131l\u0131 \u015firketlerde sat\u0131\u015f bask\u0131s\u0131n\u0131 art\u0131rd\u0131\u011f\u0131 belirtildi.<\/p>\n","protected":false},"author":1,"featured_media":149311,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,4,1,9],"tags":[],"class_list":["post-149310","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-dunya","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/149310","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/comments?post=149310"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/149310\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/149311"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=149310"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=149310"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=149310"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}