{"id":122830,"date":"2026-03-05T16:52:11","date_gmt":"2026-03-05T16:52:11","guid":{"rendered":"https:\/\/ekamu.net\/?p=122830"},"modified":"2026-03-05T16:52:11","modified_gmt":"2026-03-05T16:52:11","slug":"nvidianin-100-milyar-dolarlik-openai-anlasmasi-rafa-kalkti-peki-ama-neden","status":"publish","type":"post","link":"https:\/\/ekamu.net\/index.php\/2026\/03\/05\/nvidianin-100-milyar-dolarlik-openai-anlasmasi-rafa-kalkti-peki-ama-neden\/","title":{"rendered":"Nvidia\u2019n\u0131n 100 milyar dolarl\u0131k OpenAI anla\u015fmas\u0131 rafa kalkt\u0131: Peki ama neden?"},"content":{"rendered":"

<\/span> Nvidia CEO\u2019su Jensen Huang<\/strong>, \u015firketin OpenAI<\/strong>\u2019a yapmay\u0131 planlad\u0131\u011f\u0131 100 milyar dolarl\u0131k <\/strong>yat\u0131r\u0131m\u0131n b\u00fcy\u00fck olas\u0131l\u0131kla ger\u00e7ekle\u015fmeyece\u011fini a\u00e7\u0131klad\u0131. Huang, ge\u00e7ti\u011fimiz ay tamamlanan ve 30 milyar dolar<\/strong> de\u011ferindeki yat\u0131r\u0131m\u0131n, OpenAI\u2019\u0131n y\u0131l sonunda halka arz<\/strong> planlar\u0131 nedeniyle muhtemelen son yat\u0131r\u0131m<\/strong> olaca\u011f\u0131n\u0131 belirtti. Bu yat\u0131r\u0131m, toplam 110 milyar dolarl\u0131k OpenAI finansman turunun bir par\u00e7as\u0131yd\u0131. Ayn\u0131 turda ayr\u0131ca Amazon 50 milyar, SoftBank 30 milyar dolar katk\u0131da bulunmu\u015ftu. <\/figure>\n

Nvidia yat\u0131r\u0131mlar\u0131nda frene bas\u0131yor<\/b><\/p>\n

Eyl\u00fcl 2025\u2019te duyurulan anla\u015fma kapsam\u0131nda Nvidia, OpenAI i\u00e7in 10 gigavatl\u0131k yapay zeka veri merkezleri kurmay\u0131 ve her gigavat devreye al\u0131nd\u0131k\u00e7a toplamda 100 milyar dolar yat\u0131r\u0131m yapmay\u0131 taahh\u00fct etmi\u015fti. Plan gere\u011fi ilk gigavat 2026\u2019n\u0131n ikinci yar\u0131s\u0131nda faaliyete ge\u00e7ecekti. OpenAI ise yat\u0131r\u0131mlar\u0131n bir k\u0131sm\u0131n\u0131 Nvidia \u00e7iplerini kiralamak i\u00e7in kullanacakt\u0131.<\/p>\n

O d\u00f6nemde bu anla\u015fma, end\u00fcstride d\u00f6ng\u00fcsel yat\u0131r\u0131m ili\u015fkileri ve yapay zeka balonu riskleri konusunda tart\u0131\u015fmalara yol a\u00e7m\u0131\u015ft\u0131. Baz\u0131 uzmanlar, \u015firketler aras\u0131ndaki milyar dolarl\u0131k anla\u015fmalar\u0131n tekrarlayan yap\u0131s\u0131n\u0131n finansal ba\u011f\u0131ml\u0131l\u0131k ve potansiyel istikrars\u0131zl\u0131k i\u015fareti olabilece\u011fine dikkat \u00e7ekmi\u015fti.<\/p>\n

Ancak anla\u015fma hi\u00e7 ger\u00e7ekle\u015fmedi ve iki \u015firket aras\u0131nda sorunlar oldu\u011fu y\u00f6n\u00fcnde s\u00f6ylentiler yay\u0131ld\u0131. Kas\u0131m 2025\u2019te Nvidia, anla\u015fmay\u0131 yaln\u0131zca \u201cyat\u0131r\u0131m f\u0131rsat\u0131 sunan niyet mektubu\u201d olarak tan\u0131mlad\u0131. Ocak ay\u0131nda Huang\u2019\u0131n OpenAI\u2019\u0131n i\u015f disiplinindeki eksikliklerden endi\u015fe duydu\u011fu, bunun Google ve Anthropic kar\u015f\u0131s\u0131nda rekabet dezavantaj\u0131na yol a\u00e7abilece\u011fi \u00f6ne s\u00fcr\u00fcld\u00fc.<\/p>\n

Taraflar bu s\u00f6ylentileri yalanlad\u0131, Huang her \u015feyin yolunda oldu\u011funu s\u00f6yledi. Ancak k\u0131sa s\u00fcre sonra Financial Times, anonim kaynaklara dayanarak iki \u015firketin anla\u015fmay\u0131 b\u0131rakaca\u011f\u0131n\u0131 bildirdi. Ge\u00e7ti\u011fimiz hafta a\u00e7\u0131klanan Nvidia kazan\u00e7 raporunda, \u015firket herhangi bir i\u015flemin tamamlanaca\u011f\u0131na dair g\u00fcvence vermekten ka\u00e7\u0131nd\u0131.<\/p>\n

Bu arada Anthropic<\/strong> ile Nvidia aras\u0131ndaki ili\u015fkiler de kendi i\u00e7inde karma\u015f\u0131k. Anthropic de bu y\u0131l halka arz olacak<\/strong> ve Huang\u2019e g\u00f6re yat\u0131r\u0131m kap\u0131s\u0131 bu \u015firket i\u00e7in de kapan\u0131yor. Kas\u0131m ay\u0131nda Nvidia, 10 milyar dolarl\u0131k yat\u0131r\u0131 duyurmu\u015ftu.<\/p>\n\n

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

Kaynak :\u00a0https:\/\/www.donanimhaber.com\/nvidia-nin-100-milyar-dolarlik-openai-anlasmasi-rafa-kalkti–202867<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

Nvidia CEO\u2019su Jensen Huang, \u015firketin OpenAI\u2019a yapmay\u0131 planlad\u0131\u011f\u0131 100 milyar dolarl\u0131k yat\u0131r\u0131m\u0131n b\u00fcy\u00fck olas\u0131l\u0131kla ger\u00e7ekle\u015fmeyece\u011fini a\u00e7\u0131klad\u0131. Huang, ge\u00e7ti\u011fimiz ay tamamlanan ve 30 milyar dolar de\u011ferindeki yat\u0131r\u0131m\u0131n, OpenAI\u2019\u0131n y\u0131l sonunda halka …<\/p>\n","protected":false},"author":1,"featured_media":122831,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[521,651,284,259,79],"class_list":["post-122830","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-teknoloji","tag-anlasma","tag-milyar-dolar","tag-nvidia","tag-sirket","tag-yatirim"],"_links":{"self":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/122830","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=122830"}],"version-history":[{"count":1,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/122830\/revisions"}],"predecessor-version":[{"id":122833,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/122830\/revisions\/122833"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media\/122831"}],"wp:attachment":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media?parent=122830"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/categories?post=122830"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/tags?post=122830"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}