{"id":116283,"date":"2026-01-02T09:40:09","date_gmt":"2026-01-02T09:40:09","guid":{"rendered":"https:\/\/ekamu.net\/?p=116283"},"modified":"2026-01-02T09:40:09","modified_gmt":"2026-01-02T09:40:09","slug":"cinli-sirketler-nvidianin-h200-yongalarina-yogun-ilgi-gosteriyor-uretim-arttirilacak","status":"publish","type":"post","link":"https:\/\/ekamu.net\/index.php\/2026\/01\/02\/cinli-sirketler-nvidianin-h200-yongalarina-yogun-ilgi-gosteriyor-uretim-arttirilacak\/","title":{"rendered":"\u00c7inli \u015firketler, Nvidia’n\u0131n H200 yongalar\u0131na yo\u011fun ilgi g\u00f6steriyor: \u00dcretim artt\u0131r\u0131lacak"},"content":{"rendered":"

<\/span> Nvidia, \u00c7inli teknoloji \u015firketlerinden 2026 y\u0131l\u0131 i\u00e7in 2 milyon adedin \u00fczerinde sipari\u015f gelmesi \u00fczerine, H200 yapay zeka \u00e7iplerinin \u00fcretimini art\u0131rmak amac\u0131yla TSMC ile temasa ge\u00e7ti. Bu talep, Nvidia\u2019n\u0131n \u015fu an elinde bulunan yakla\u015f\u0131k 700 bin adetlik stokun \u00e7ok \u00fczerinde. <\/figure>\n

TSMC\u2019nin H200 \u00fcretim kapasitesini 2026\u2019n\u0131n ikinci \u00e7eyre\u011finde geni\u015fletmeye ba\u015flamas\u0131 bekleniyor. Ancak bu plan, \u00c7in h\u00fck\u00fcmetinin \u00e7ip ithalat\u0131na onay verip vermeyece\u011fine ba\u011fl\u0131. Trump y\u00f6netimi, bu ay H200\u2019lerin \u00c7in\u2019e ihracat\u0131na izin vermi\u015f olsa da, sat\u0131\u015f gelirlerinin y\u00fczde 25\u2019inin payla\u015f\u0131lmas\u0131 \u015fart\u0131n\u0131 getirdi. Buna kar\u015f\u0131n \u00c7inli d\u00fczenleyici kurumlar, geli\u015fmi\u015f yabanc\u0131 \u00e7iplere eri\u015fimin \u00fclkenin yerli yar\u0131 iletken geli\u015ftirme \u00e7abalar\u0131n\u0131 sekteye u\u011fratabilece\u011fi endi\u015fesiyle hen\u00fcz al\u0131mlara onay vermedi.<\/p>\n

Talebin b\u00fcy\u00fck k\u0131sm\u0131, H200\u2019\u00fc halihaz\u0131rda eri\u015febildikleri \u00e7\u00f6z\u00fcmlere k\u0131yasla \u00f6nemli bir s\u0131\u00e7rama olarak g\u00f6ren \u00c7in\u2019in \u00f6nde gelen internet devlerinden geliyor. TSMC\u2019nin 4 nm \u00fcretim s\u00fcreciyle \u00fcretilen ve Nvidia\u2019n\u0131n Hopper mimarisine dayanan H200, \u00c7in pazar\u0131 i\u00e7in \u00f6zel olarak geli\u015ftirilen daha s\u0131n\u0131rl\u0131 H20 modeline g\u00f6re yakla\u015f\u0131k alt\u0131 kat daha y\u00fcksek performans sunuyor.<\/p>\n

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

Nvidia, H200 i\u00e7in birim fiyat\u0131 yakla\u015f\u0131k 27 bin dolar olarak belirlemi\u015f durumda. Nihai rakamlar ise sipari\u015f miktar\u0131na g\u00f6re de\u011fi\u015fiyor. TikTok\u2019un \u00e7at\u0131 \u015firketi ByteDance, H200\u2019lerin \u00c7in\u2019de sat\u0131\u015fa sunulmas\u0131 halinde 2026\u2019da Nvidia yapay zeka \u00e7iplerine yakla\u015f\u0131k 100 milyar yuan (yakla\u015f\u0131k 14,3 milyar dolar) harcamay\u0131 planl\u0131yor. Bu rakam, 2025\u2019teki tahmini 85 milyar yuanl\u0131k harcaman\u0131n \u00fczerinde.<\/p>\n

Talep art\u0131\u015f\u0131, Nvidia\u2019n\u0131n \u00fcretim \u00f6nceli\u011fini yeni nesil Blackwell \u00e7iplerine vermesi ve Rubin serisini haz\u0131rlamas\u0131 nedeniyle H200 i\u00e7in s\u0131n\u0131rl\u0131 kapasite bulunmas\u0131yla ayn\u0131 d\u00f6neme denk geliyor. \u015eirket, \u00c7in\u2019den gelen ilk sipari\u015fleri mevcut stoklardan kar\u015f\u0131lamay\u0131 ve ilk sevkiyatlar\u0131n \u015eubat ortas\u0131ndaki Ay Yeni Y\u0131l\u0131 tatilinden \u00f6nce ula\u015fmas\u0131n\u0131 hedefliyor.<\/p>\n

\u00d6te yandan \u00c7inli yetkililer, H200 sevkiyatlar\u0131na izin verilip verilmeyece\u011fini de\u011ferlendirmek \u00fczere toplant\u0131lar yapt\u0131. Masadaki se\u00e7eneklerden biri, her H200 al\u0131m\u0131n\u0131n belirli oranda yerli \u00fcretim \u00e7iple birlikte yap\u0131lmas\u0131n\u0131 \u015fart ko\u015fmak.\u00a0<\/p>\n\n

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

Kaynak :\u00a0https:\/\/www.donanimhaber.com\/cinli-sirketler-nvidia-nin-h200-yongalarina-yogun-ilgi-gosteriyor–200379<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

Nvidia, \u00c7inli teknoloji \u015firketlerinden 2026 y\u0131l\u0131 i\u00e7in 2 milyon adedin \u00fczerinde sipari\u015f gelmesi \u00fczerine, H200 yapay zeka \u00e7iplerinin \u00fcretimini art\u0131rmak amac\u0131yla TSMC ile temasa ge\u00e7ti. Bu talep, Nvidia\u2019n\u0131n \u015fu an elinde bulunan yakla\u015f\u0131k 700 bin …<\/p>\n","protected":false},"author":1,"featured_media":116284,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[380,498,6951,284,369],"class_list":["post-116283","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-teknoloji","tag-cin","tag-cip","tag-h200","tag-nvidia","tag-uretim"],"_links":{"self":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/116283","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=116283"}],"version-history":[{"count":1,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/116283\/revisions"}],"predecessor-version":[{"id":116287,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/116283\/revisions\/116287"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media\/116284"}],"wp:attachment":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media?parent=116283"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/categories?post=116283"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/tags?post=116283"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}