Endi\u015felerin kayna\u011f\u0131n\u0131, bu \u015firketlerin milyarlarca dolarl\u0131k anla\u015fmalar\u0131n\u0131 finanse etmek i\u00e7in y\u00fcksek d\u00fczeyde bor\u00e7lanmaya gitmeleri olu\u015fturuyor.\u00a0<\/p>\n
\u00d6rne\u011fin Oracle, \u00c7ar\u015famba g\u00fcn\u00fc yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, mevcut mali y\u0131l i\u00e7in sermaye harcamalar\u0131n\u0131 15 milyar dolar daha art\u0131rmas\u0131 ve veri merkezleri i\u00e7in kira taahh\u00fctlerini y\u00fckseltmesi gerekti\u011fini a\u00e7\u0131klad\u0131. \u015eirket, t\u00fcm bunlar\u0131 finanse etmek i\u00e7in borca ba\u015fvuruyor.<\/p>\n
Oracle hisse senedi Pazartesi g\u00fcn\u00fc y\u00fczde 2,7 de\u011fer kaybetti, yapay zeka veri merkezi ticaretinde rakibi olan CoreWeave'in hisseleri ise yakla\u015f\u0131k y\u00fczde 8 de\u011fer kaybetti. Broadcom da marj daralmas\u0131 endi\u015feleri nedeniyle geri \u00e7ekildi ve yakla\u015f\u0131k y\u00fczde 5,6 de\u011fer kaybetti.<\/p>\n
Bununla birlikte, yat\u0131r\u0131mc\u0131lar t\u00fcketim mallar\u0131 ve sanayi gibi sekt\u00f6rlere y\u00f6nelmeye devam ettikleri i\u00e7in genel piyasa \u00e7ok olumsuz etkilenmedi. S&P 500 y\u00fczde 0,16, Dow Jones Industrial Average y\u00fczde 0,09 ve daha fazla teknoloji \u015firketinden olu\u015fan Nasdaq Composite y\u00fczde 0,59 de\u011fer kaybetti.<\/p>\n
Analistlere g\u00f6re, genel piyasa performans\u0131, endi\u015felerin \u00e7o\u011funlukla yapay zeka altyap\u0131s\u0131 alan\u0131nda yo\u011funla\u015ft\u0131\u011f\u0131n\u0131 g\u00f6steriyor. Bu alanda, yapay zeka yat\u0131r\u0131mlar\u0131na fon sa\u011flamaya devam etmek i\u00e7in yat\u0131r\u0131m getirisinin olmas\u0131 gerekiyor. \u015eimdiye kadar g\u00f6rd\u00fcklerimize g\u00f6re, yat\u0131r\u0131m getirisi mevcut.<\/p>\n
Witheiler, bu durumun olumlu taraf\u0131n\u0131n, \u201cd\u00fcnyadaki her yapay zeka \u015firketinin, daha fazla hesaplama g\u00fcc\u00fc verilirse daha fazla gelir elde edebilece\u011fini s\u00f6ylemesi\u201d oldu\u011funu belirtti.<\/p>\n
Bu arg\u00fcmana g\u00f6re, m\u00fc\u015fterilerin haz\u0131r bulunmas\u0131, hesaplama g\u00fcc\u00fc sa\u011flayan \u015firketlerin (Oracle ve CoreWeave) sadece finansmanlar\u0131n\u0131n d\u00fczenli oldu\u011fundan emin olmalar\u0131 gerekti\u011fi anlam\u0131na geliyor.
\n\u00a0<\/p>\n
<\/strong> \u0130stanbul, 16 Aral\u0131k (Hibya) – Yat\u0131r\u0131mc\u0131lar\u0131n yapay zeka hisselerinden, \u00f6zellikle Oracle, Broadcom ve CoreWeave gibi yapay zeka altyap\u0131s\u0131yla ilgili hisselerden uzakla\u015fmas\u0131 nedeniyle ABD hisse senetleri dalgal\u0131 bir seyir izliyor.<\/p>\n","protected":false},"author":1,"featured_media":20842,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1,13],"tags":[],"class_list":["post-20841","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-ekonomi","category-teknoloji"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/20841","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=20841"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/20841\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/20842"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=20841"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=20841"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=20841"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"