{"id":111303,"date":"2025-11-20T08:24:17","date_gmt":"2025-11-20T08:24:17","guid":{"rendered":"https:\/\/ekamu.net\/?p=111303"},"modified":"2025-11-20T08:24:17","modified_gmt":"2025-11-20T08:24:17","slug":"nvidianin-gelirleri-tavan-yapti-tum-gpular-tukendi","status":"publish","type":"post","link":"https:\/\/ekamu.net\/index.php\/2025\/11\/20\/nvidianin-gelirleri-tavan-yapti-tum-gpular-tukendi\/","title":{"rendered":"Nvidia\u2019n\u0131n gelirleri tavan yapt\u0131: T\u00fcm GPU\u2019lar t\u00fckendi"},"content":{"rendered":"

<\/span> Nvidia<\/strong>, mali y\u0131l\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011fine ait sonu\u00e7lar\u0131yla beklentilerin \u00fczerine \u00e7\u0131karak teknoloji piyasas\u0131na bir kez daha damgas\u0131n\u0131 vurdu. \u015eirketin a\u00e7\u0131klad\u0131\u011f\u0131 gelir, k\u00e2r ve gelecek \u00e7eyre\u011fe y\u00f6nelik sat\u0131\u015f tahmini t\u00fcm beklentileri \u00f6nemli \u00f6l\u00e7\u00fcde a\u015ft\u0131<\/strong>. A\u00e7\u0131klamalar\u0131n ard\u0131ndan Nvidia hisseleri piyasa sonras\u0131 i\u015flemlerde y\u00fczde 4\u2019\u00fcn \u00fczerinde de\u011fer kazand\u0131. <\/figure>\n

Nvidia para basmaya devam ediyor<\/b><\/p>\n

\u015eirket, \u00e7eyrekte y\u0131ll\u0131k y\u00fczde 62 art\u0131\u015fla 57,01 milyar dolar gelir<\/strong> elde etti\u011fini duyurdu. Nvidia, i\u00e7inde bulunulan d\u00f6rd\u00fcnc\u00fc \u00e7eyrek i\u00e7in de yakla\u015f\u0131k 65 milyar dolar<\/strong> sat\u0131\u015f bekledi\u011fini a\u00e7\u0131klad\u0131. \u00d6te yandan net k\u00e2r<\/strong> ise y\u0131ll\u0131k bazda y\u00fczde 65 artarak 31,91 milyar<\/strong> dolara<\/strong> ula\u015ft\u0131.<\/p>\n

<\/span> Nvidia bug\u00fcn teknoloji d\u00fcnyas\u0131n\u0131n en de\u011ferli \u015firketi konumunda ve bu y\u00fckseli\u015fin temelinde yapay zeka i\u00e7in geli\u015ftirilen GPU\u2019lara y\u00f6nelik k\u00fcresel talep patlamas\u0131 yer al\u0131yor. Microsoft, Amazon, Google, Oracle ve Meta gibi devler, yeni nesil yapay zeka modellerini e\u011fitmek i\u00e7in b\u00fcy\u00fck oranda Nvidia altyap\u0131s\u0131n\u0131 kullan\u0131yor. \u015eirketin performans\u0131 bu nedenle, AI ekosisteminin genel sa\u011fl\u0131\u011f\u0131 i\u00e7in bir barometre olarak g\u00f6r\u00fcl\u00fcyor. <\/figure>\n

Nvidia\u2019n\u0131n en b\u00fcy\u00fck gelir kalemi olan veri merkezi birimi <\/strong>\u00e7eyre\u011fi 51,2 milyar dolar <\/strong>sat\u0131\u015fla kapatt\u0131. Bu rakam, beklentileri a\u015farken y\u0131ll\u0131k bazda y\u00fczde 66\u2019l\u0131k bir s\u0131\u00e7ramaya i\u015faret ediyor. Veri merkezi gelirlerinin 43 milyar dolar\u0131<\/strong> GPU sat\u0131\u015flar\u0131ndan<\/strong> geldi. Bu art\u0131\u015fta GB300 \u00e7ip ailesinin ilk sevkiyatlar\u0131n\u0131n etkili oldu\u011fu belirtildi. 8,2 milyar dolar ise GPU k\u00fcmelerini dev bir bilgisayar gibi \u00e7al\u0131\u015ft\u0131ran a\u011f teknolojilerinden elde edildi. Nvidia, art\u0131k en \u00e7ok satan \u00fcr\u00fcn ailesinin Blackwell Ultra oldu\u011funu duyurdu.<\/p>\n

\u201cGPU\u2019lar t\u00fckendi\u201d<\/b><\/p>\n

<\/span> Microsoft, Meta, Amazon ve Alphabet gibi m\u00fc\u015fteriler sadece bu y\u0131l toplamda 380 milyar dolar\u0131n \u00fczerinde sermaye harcamas\u0131 planl\u0131yor. Yat\u0131r\u0131mlar artarken do\u011fal olarak Nvidia\u2019n\u0131n kap\u0131s\u0131 da daha yo\u011funla\u015f\u0131yor. Bu ba\u011flamda CEO Jensen Huang, son a\u00e7\u0131klamas\u0131nda \u201cbulut GPU\u2019lar\u0131n\u0131n tamamen t\u00fckendi\u011fini<\/strong>\u201d belirterek talebin s\u00fcrd\u00fc\u011f\u00fcne dikkat \u00e7ekti. Ekim ay\u0131nda \u015firket, 2025 ve 2026 i\u00e7in 500 milyar dolarl\u0131k sipari\u015f birikti\u011fini bildirmi\u015fti. G\u00f6r\u00fcn\u00fc\u015fe g\u00f6re bu talep hacminin daha da b\u00fcy\u00fcmesi olas\u0131. <\/figure>\n

Oyun taraf\u0131nda <\/strong>Nvidia, \u00e7eyre\u011fi 4,3 milyar dolar <\/strong>gelirle tamamlad\u0131 ve bu kategori y\u0131ll\u0131k bazda y\u00fczde 30 b\u00fcy\u00fcd\u00fc. Bu gelir kalemine, y\u0131l i\u00e7inde tan\u0131t\u0131lan yapay zek\u00e2 odakl\u0131 masa\u00fcst\u00fc sistemi DGX Spark da katk\u0131 verdi. Nvidia\u2019n\u0131n \u00f6nem verdi\u011fi di\u011fer alanlardan robotik ve otomotiv taraf\u0131 ise \u00e7eyrekte 592 milyon dolar gelir \u00fcreterek y\u00fczde 32 b\u00fcy\u00fcme kaydetti.<\/p>\n\n

<\/span><\/p>\n

Kaynak :\u00a0https:\/\/www.donanimhaber.com\/nvidia-nin-gelirleri-tavan-yapti-tum-gpu-lar-tukendi–198775<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

Nvidia, mali y\u0131l\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011fine ait sonu\u00e7lar\u0131yla beklentilerin \u00fczerine \u00e7\u0131karak teknoloji piyasas\u0131na bir kez daha damgas\u0131n\u0131 vurdu. \u015eirketin a\u00e7\u0131klad\u0131\u011f\u0131 gelir, k\u00e2r ve gelecek \u00e7eyre\u011fe y\u00f6nelik sat\u0131\u015f tahmini t\u00fcm beklentileri \u00f6nemli \u00f6l\u00e7\u00fcde a\u015ft\u0131 …<\/p>\n","protected":false},"author":1,"featured_media":111304,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[205,523,651,284],"class_list":["post-111303","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-teknoloji","tag-gelir","tag-gpu","tag-milyar-dolar","tag-nvidia"],"_links":{"self":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/111303","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/comments?post=111303"}],"version-history":[{"count":1,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/111303\/revisions"}],"predecessor-version":[{"id":111308,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/111303\/revisions\/111308"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media\/111304"}],"wp:attachment":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media?parent=111303"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/categories?post=111303"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/tags?post=111303"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}