{"id":118112,"date":"2026-01-14T14:08:08","date_gmt":"2026-01-14T14:08:08","guid":{"rendered":"https:\/\/ekamu.net\/?p=118112"},"modified":"2026-01-14T14:08:08","modified_gmt":"2026-01-14T14:08:08","slug":"abd-onay-verdi-cin-fiilen-yasakladi-nvidia-h200-krizinde-yeni-perde","status":"publish","type":"post","link":"https:\/\/ekamu.net\/index.php\/2026\/01\/14\/abd-onay-verdi-cin-fiilen-yasakladi-nvidia-h200-krizinde-yeni-perde\/","title":{"rendered":"ABD onay verdi, \u00c7in fiilen yasaklad\u0131: Nvidia H200 krizinde yeni perde"},"content":{"rendered":"

<\/span> \u00c7in ile ABD aras\u0131ndaki teknoloji eksenli g\u00fc\u00e7 m\u00fccadelesi yeni bir a\u015famaya ta\u015f\u0131n\u0131rken Nvidia<\/strong>\u2019n\u0131n H200 <\/strong>yapay zeka \u00e7ipleri bir kez daha iki \u00fclke aras\u0131ndaki gerilimin merkezine yerle\u015fti. Kaynaklara dayanan bilgilere g\u00f6re \u00c7inli g\u00fcmr\u00fck yetkilileri, bu hafta itibar\u0131yla H200 \u00e7iplerinin \u00fclkeye giri\u015fine izin vermeyecek<\/strong>. Ayn\u0131 zamanda Pekin y\u00f6netiminin, yerli teknoloji \u015firketlerini toplant\u0131ya \u00e7a\u011f\u0131rarak bu \u00e7iplerin yaln\u0131zca \u201czorunlu hallerde\u201d sat\u0131n al\u0131nabilece\u011fini a\u00e7\u0131k bir dille iletti\u011fi belirtiliyor. <\/figure>\n

ABD\u2019den onay, \u00c7in\u2019den fiili yasak<\/b><\/p>\n

S\u00fcrece yak\u0131n \u00fc\u00e7 kayna\u011f\u0131n aktard\u0131\u011f\u0131na g\u00f6re g\u00fcmr\u00fck birimlerine iletilen talimatlar\u0131n dili olduk\u00e7a sert<\/strong>. Yetkililerden gelen mesaj\u0131n fiili bir yasak<\/strong> anlam\u0131na geldi\u011fi ifade ediliyor. Oysa resmiyette bir yasak yok. \u0130lerleyen d\u00f6nemde durumun de\u011fi\u015fip de\u011fi\u015fmeyece\u011fi ise belirsiz. Normalde Nvidia\u2019n\u0131n \u00c7in\u2019e H200 \u00e7iplerini satmas\u0131 yasakt\u0131 ancak ABD y\u00f6netimi<\/strong> \u00e7ok k\u0131sa bir s\u00fcre \u00f6nce<\/strong> baz\u0131 \u015fartlarla bu \u00e7ipin \u00c7in\u2019e ithalat\u0131na resmen onay vermi\u015fti<\/strong>.<\/p>\n

ABD\u2019nin onay\u0131 uyar\u0131nca, \u00e7iplerin \u00c7in\u2019e g\u00f6nderilmesi i\u00e7in \u00fc\u00e7\u00fcnc\u00fc taraf testlerinden ge\u00e7mesi, \u00c7inli al\u0131c\u0131lar\u0131n g\u00fcvenlik kriterlerini kar\u015f\u0131lamas\u0131 ve ABD pazar\u0131na yeterli arz b\u0131rak\u0131lmas\u0131 gerekiyor. Ayr\u0131ca \u00c7in\u2019in, ABD m\u00fc\u015fterilerine sat\u0131lan toplam hacmin y\u00fczde 50\u2019sinden fazlas\u0131n\u0131 alamayaca\u011f\u0131 gibi s\u0131n\u0131rlamalar da var.<\/p>\n

Nvidia H200, \u015firketin en g\u00fc\u00e7l\u00fc ikinci yapay zeka i\u015flemcisi konumunda bulunuyor ve performans a\u00e7\u0131s\u0131ndan daha \u00f6nce \u00c7in\u2019e s\u0131n\u0131rl\u0131 \u015fekilde izin verilen H20 modelinin yakla\u015f\u0131k alt\u0131 kat\u0131 i\u015flem g\u00fcc\u00fc<\/strong> sunuyor. Bu da H200\u2019\u00fc, \u00f6zellikle b\u00fcy\u00fck \u00f6l\u00e7ekli yapay zeka modellerinin e\u011fitimi i\u00e7in son derece cazip bir donan\u0131m haline getiriyor. Huawei\u2019nin Ascend 910C gibi yerli alternatifleri geli\u015ftirilmi\u015f olsa da H200 her alanda daha fazla avantaja sahip.<\/p>\n

Bu nedenle \u00c7inli teknoloji \u015firketlerinin H200\u2019e olan ilgisi olduk\u00e7a y\u00fcksek. Ge\u00e7ti\u011fimiz ay payla\u015f\u0131lan bilgilere g\u00f6re \u00c7in merkezli firmalar birim fiyat\u0131 yakla\u015f\u0131k 27 bin dolar olan 2 milyondan fazla H200 \u00e7ipi i\u00e7in sipari\u015f<\/strong> verdi. Bu, milyarlarca dolarl\u0131k gelir anlam\u0131na geliyor.<\/p>\n

Pekin\u2019in niyeti belirsiz<\/b><\/p>\n

<\/span> Uzmanlara g\u00f6re Pekin\u2019in bu ad\u0131m\u0131n\u0131n arkas\u0131ndaki motivasyon net de\u011fil. \u00c7in y\u00f6netiminin, yerli \u00e7ip \u00fcreticilerinin \u00f6n\u00fcn\u00fc a\u00e7mak amac\u0131yla H200\u2019\u00fc tamamen yasaklamak m\u0131 istedi\u011fi, yoksa bu k\u0131s\u0131tlamalar\u0131 ABD ile y\u00fcr\u00fct\u00fclen m\u00fczakerelerde bir pazarl\u0131k unsuru olarak m\u0131 kulland\u0131\u011f\u0131 hen\u00fcz bilinmiyor. <\/figure>\n

\u00d6te yandan baz\u0131 s\u0131n\u0131rl\u0131 istisnalar\u0131n masada oldu\u011fu ifade ediliyor. Sekt\u00f6r kaynaklar\u0131na g\u00f6re \u00c7in h\u00fck\u00fcmeti, \u00fcniversitelerle ortak y\u00fcr\u00fct\u00fclen ara\u015ft\u0131rma ve geli\u015ftirme projeleri gibi \u00f6zel durumlarda H200 al\u0131mlar\u0131na onay verebilece\u011fini belirtti.<\/p>\n

Analistler, bu geli\u015fmenin zamanlamas\u0131na da dikkat \u00e7ekiyor. ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n nisan ay\u0131nda Pekin\u2019i ziyaret ederek Xi Jinping ile g\u00f6r\u00fc\u015fece\u011fi biliniyor.\u00a0 \u00c7in\u2019in bu g\u00f6r\u00fc\u015fme \u00f6nceki elini g\u00fc\u00e7lendirmek istedi\u011fi ifade ediliyor.<\/p>\n

Bilindi\u011fi \u00fczere ABD, 2022\u2019den bu yana \u00c7in\u2019in ileri seviye \u00e7iplere eri\u015fimini s\u0131n\u0131rlayan ihracat kontrolleri uyguluyor. Ge\u00e7ti\u011fimiz y\u0131l H20 modelinin \u00f6nce yasaklan\u0131p ard\u0131ndan yeniden izin verilmesi ve sonras\u0131nda \u00c7in\u2019in bu \u00e7ipleri fiilen yasaklamas\u0131 Nvidia\u2019n\u0131n \u00fclkedeki pay\u0131n\u0131 s\u0131f\u0131ra indirmi\u015fti. Bu arada H200\u2019\u00fcn \u00c7in pazar\u0131na yeniden girmesi yaln\u0131zca Nvidia i\u00e7in de\u011fil, ABD h\u00fck\u00fcmeti i\u00e7in de b\u00fcy\u00fck bir gelir anlam\u0131na geliyor. Sat\u0131\u015flardan y\u00fczde 25 oran\u0131nda pay alacak olan ABD, bu ticaretten milyarlarca dolarl\u0131k kazan\u00e7 elde edebilir.<\/p>\n\n

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

Kaynak :\u00a0https:\/\/www.donanimhaber.com\/abd-onay-verdi-cin-fiilen-yasakladi-nvidia-h200-krizi–200861<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

\u00c7in ile ABD aras\u0131ndaki teknoloji eksenli g\u00fc\u00e7 m\u00fccadelesi yeni bir a\u015famaya ta\u015f\u0131n\u0131rken Nvidia\u2019n\u0131n H200 yapay zeka \u00e7ipleri bir kez daha iki \u00fclke aras\u0131ndaki gerilimin merkezine yerle\u015fti. Kaynaklara dayanan bilgilere g\u00f6re \u00c7inli g\u00fcmr\u00fck yetkilileri, bu …<\/p>\n","protected":false},"author":1,"featured_media":118113,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[433,380,2193,6951,1565],"class_list":["post-118112","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-teknoloji","tag-abd","tag-cin","tag-cipleri","tag-h200","tag-yasak"],"_links":{"self":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/118112","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=118112"}],"version-history":[{"count":1,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/118112\/revisions"}],"predecessor-version":[{"id":118116,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/118112\/revisions\/118116"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media\/118113"}],"wp:attachment":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media?parent=118112"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/categories?post=118112"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/tags?post=118112"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}