\u0130kon Menkul taraf\u0131ndan yay\u0131mlanan “Wall Street G\u00fcn Ortas\u0131 B\u00fclteni”nde; S&P 500 endeksinde teknoloji sekt\u00f6r\u00fcn\u00fcn toplam piyasa de\u011ferindeki pay\u0131n\u0131n y\u00fczde 39\u2019un \u00fczerine \u00e7\u0131kt\u0131\u011f\u0131 belirtildi. ABD vadeli endekslerinin ise \u00f6nceki seansta gelen rekor kapan\u0131\u015flar\u0131n ard\u0131ndan yatay bir g\u00f6r\u00fcn\u00fcm sergiledi\u011fi; piyasa taraf\u0131nda yapay zeka temas\u0131n\u0131n g\u00fc\u00e7l\u00fc kalmaya devam etti\u011fi, yat\u0131r\u0131mc\u0131lar\u0131n teknoloji hisselerindeki yo\u011funla\u015fma ile tahvil faizlerindeki hareketleri izledi\u011fi aktar\u0131ld\u0131.<\/p>\n
Yapay zeka altyap\u0131s\u0131na y\u00f6nelik y\u00fcksek yat\u0131r\u0131m harcamalar\u0131n\u0131n yaln\u0131zca hisse senedi piyasas\u0131n\u0131 de\u011fil, tahvil piyasas\u0131n\u0131 da etkiledi\u011fine dikkat \u00e7ekildi. B\u00fcy\u00fck teknoloji \u015firketlerinin veri merkezi ve yapay zeka altyap\u0131s\u0131 i\u00e7in artan bor\u00e7lanma ihtiyac\u0131n\u0131n, uzun vadeli tahvil faizlerinde ek bask\u0131 yaratabilecek ba\u015fl\u0131klardan biri olarak \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 vurguland\u0131.<\/p>\n
\u015eirket haberlerinde; Nvidia taraf\u0131nda piyasa oda\u011f\u0131n\u0131n, veri merkezi gelirlerinin \u00f6tesinde yeni nesil yapay zeka altyap\u0131s\u0131 ve geni\u015fleyen m\u00fc\u015fteri taban\u0131 \u00fczerinde kalmaya devam etti\u011fi kaydedildi. \u015eirketin b\u00fcy\u00fcme hik\u00e2yesi i\u00e7in yeni talep alanlar\u0131na dikkat \u00e7ekilmesinin, Nvidia\u2019n\u0131n yapay zeka temas\u0131ndaki merkezi konumunu korudu\u011funu g\u00f6sterdi\u011fi ifade edildi.\u00a0<\/p>\n
Marvell\u2019in ise Nvidia CEO\u2019su Jensen Huang\u2019\u0131n \u015firkete y\u00f6nelik olumlu de\u011ferlendirmeleri sonras\u0131nda yapay zeka \u00e7ip temas\u0131nda \u00f6ne \u00e7\u0131kan isimlerden biri haline geldi\u011fi bildirildi. \u015eirketin \u00f6zel \u00e7ip gelirlerinin 2029\u2019a kadar 10 milyar dolar\u0131n \u00fczerine \u00e7\u0131kabilece\u011fi beklentisinin, Marvell\u2019i yapay zeka altyap\u0131 tedarik zincirinde daha g\u00f6r\u00fcn\u00fcr k\u0131ld\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
Teknoloji d\u00fcnyas\u0131ndaki di\u011fer geli\u015fmelerde; Meta\u2019n\u0131n Instagram\u2019daki yapay zeka destekli destek chatbotunda ya\u015fanan g\u00fcvenlik a\u00e7\u0131\u011f\u0131n\u0131n, otomasyonun hassas hesap i\u015flemlerinde ta\u015f\u0131d\u0131\u011f\u0131 riskleri yeniden g\u00fcndeme ta\u015f\u0131d\u0131\u011f\u0131 belirtildi.\u00a0<\/p>\n
Y\u00fcksek profilli hesaplara eri\u015fim sa\u011flanabilmesinin; yapay zeka sistemlerinde kimlik do\u011frulama, insan denetimi ve “prompt injection” risklerinin yat\u0131r\u0131mc\u0131lar a\u00e7\u0131s\u0131ndan da takip edilmesi gerekti\u011fini g\u00f6sterdi\u011fi ifade edildi. Kurumsal tarafta ise Mastercard\u2019\u0131n, Ling Hai\u2019yi 3 A\u011fustos 2026 itibar\u0131yla yeni CFO olarak atad\u0131\u011f\u0131; mevcut CFO Sachin Mehra\u2019n\u0131n ise yeni olu\u015fturulan Chief Business Officer g\u00f6revine ge\u00e7mesiyle \u015firketin m\u00fc\u015fteri odakl\u0131 operasyonlar\u0131n\u0131 daha b\u00fct\u00fcnle\u015fik bir yap\u0131ya ta\u015f\u0131may\u0131 hedefledi\u011fi b\u00fcltende yer alan di\u011fer bilgiler aras\u0131nda \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n
<\/strong> \u0130stanbul, 3 Haziran (Hibya) \u2013 \u0130kon Menkul, ABD borsalar\u0131nda teknoloji sekt\u00f6r\u00fcn\u00fcn piyasa a\u011f\u0131rl\u0131\u011f\u0131n\u0131n yeni zirvelere ta\u015f\u0131nd\u0131\u011f\u0131n\u0131, yapay zeka iyimserli\u011finin ralliyi desteklemesine ra\u011fmen y\u00fckseli\u015fin dar bir hisse grubunda yo\u011funla\u015fmas\u0131n\u0131n endeksler i\u00e7in k\u0131r\u0131lganl\u0131k riskini art\u0131rd\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":93820,"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-93819","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\/93819","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=93819"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/93819\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/93820"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=93819"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=93819"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=93819"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"