{"id":83196,"date":"2024-10-03T03:48:10","date_gmt":"2024-10-03T03:48:10","guid":{"rendered":"https:\/\/ekamu.net\/?p=83196"},"modified":"2024-10-03T03:48:10","modified_gmt":"2024-10-03T03:48:10","slug":"microsoft-100-milyar-dolarlik-veri-merkezi-kiralamasi-yapacak","status":"publish","type":"post","link":"https:\/\/ekamu.net\/index.php\/2024\/10\/03\/microsoft-100-milyar-dolarlik-veri-merkezi-kiralamasi-yapacak\/","title":{"rendered":"Microsoft, 100 milyar dolarl\u0131k veri merkezi kiralamas\u0131 yapacak"},"content":{"rendered":"

<\/span> Teknoloji devi Microsoft<\/strong>, yapay zeka alan\u0131ndaki yat\u0131r\u0131mlar\u0131n\u0131 h\u0131zland\u0131r\u0131rken, veri merkezleri i\u00e7in <\/strong>yapaca\u011f\u0131 kira s\u00f6zle\u015fmelerinin toplam\u0131 100 milyar dolar\u0131 <\/strong>a\u015facak gibi g\u00f6r\u00fcn\u00fcyor. \u015eirketin bu ay a\u00e7\u0131klayaca\u011f\u0131 \u00e7eyrek d\u00f6nem sonu\u00e7lar\u0131na haz\u0131rlanan yat\u0131r\u0131mc\u0131lar i\u00e7in en dikkat \u00e7eken metriklerden biri ise finansal kiralamalar<\/strong>. Finansal kiralamalar, bir varl\u0131\u011f\u0131n pe\u015fin \u00f6denmesi yerine y\u0131llara yay\u0131lmas\u0131n\u0131 sa\u011fl\u0131yor. Bu t\u00fcr kiralamalar, \u00f6zellikle yapay zeka i\u00e7in devasa veri merkezleri kuran Microsoft gibi \u015firketler i\u00e7in giderek daha \u00f6nemli hale geliyor. <\/figure>\n

Veri merkezlerine olan ihtiya\u00e7 h\u0131zla art\u0131yor<\/b><\/p>\n

Microsoft, Temmuz ay\u0131nda y\u0131ll\u0131k raporunun dipnotunda hen\u00fcz ba\u015flamam\u0131\u015f olan finansal kiralamalar\u0131n\u0131n 108,4 milyar dolara <\/strong>ula\u015ft\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131. Bu rakam, bir \u00f6nceki \u00e7eyre\u011fe g\u00f6re 20,6 milyar dolar artarken, iki y\u0131l \u00f6nceye k\u0131yasla yakla\u015f\u0131k 100 milyar dolarl\u0131k bir art\u0131\u015f\u0131 temsil ediyor. Kiralamalar\u0131n 2025 ile 2030 mali y\u0131llar\u0131 aras\u0131nda <\/strong>ba\u015flayaca\u011f\u0131 ve 20 y\u0131la kadar s\u00fcrece\u011fi <\/strong>belirtiliyor.<\/p>\n

Genel olarak, Microsoft son \u00e7eyrekte 19 milyar dolar sermaye harcamas\u0131 yapt\u0131. Bu rakam, Mart \u00e7eyre\u011finde 14 milyar dolarken, Microsoft\u2019un 2020 mali y\u0131l\u0131ndaki toplam harcamas\u0131yla neredeyse e\u015fde\u011fer. \u015eirketin sermaye harcamalar\u0131ndaki bu b\u00fcy\u00fck art\u0131\u015f, yapay zeka performans\u0131n\u0131 art\u0131rmaya y\u00f6nelik ad\u0131mlar\u0131n bir par\u00e7as\u0131 olarak g\u00f6r\u00fcl\u00fcyor.<\/p>\n

<\/span> Ge\u00e7ti\u011fimiz ay Microsoft, \u00f6zellikle ABD’de veri merkezlerinin ve gerekli enerji altyap\u0131s\u0131n\u0131n geli\u015ftirilmesini destekleyecek bir fona kat\u0131ld\u0131\u011f\u0131n\u0131 da do\u011frulad\u0131. Ayr\u0131ca Three Mile Island n\u00fckleer santralini yeniden faaliyete ge\u00e7irmek i\u00e7in 20 y\u0131ll\u0131k bir enerji sat\u0131n alma anla\u015fmas\u0131 imzalad\u0131. Ancak bu do\u011frudan yat\u0131r\u0131mlar\u0131n devreye al\u0131nmas\u0131 zaman al\u0131yor<\/strong>. Microsoft da bu y\u00fczden d\u0131\u015f kaynaklar\u0131 kiralamaya y\u00f6neliyor. <\/figure>\n

Microsoft\u2019un sermaye harcamalar\u0131ndaki art\u0131\u015flar, yapay zeka OpenAI\u2019nin ChatGPT gibi hizmetlerine olan talebin art\u0131\u015f\u0131yla paralel ilerliyor. Microsoft, OpenAI’ye i\u015flem g\u00fcc\u00fc sa\u011fl\u0131yor ve bu da s\u00fcrekli olarak daha g\u00fc\u00e7l\u00fc GPU\u2019lar gerektiriyor. ChatGPT ve di\u011fer OpenAI hizmetlerinin daha da pop\u00fcler hale gelmesiyle birlikte Microsoft, CoreWeave ve Oracle da dahil olmak \u00fczere ek bulut sa\u011flay\u0131c\u0131lar\u0131yla anla\u015fmalar yapmak zorunda kald\u0131. Zira talep o kadar h\u0131zl\u0131 art\u0131yor ki do\u011frudan yat\u0131r\u0131mlar\u0131 yeti\u015ftirmek imkans\u0131z hale geliyor. Dolay\u0131s\u0131yla Microsoft, bunlar gibi finansal kiralamalar yaparak h\u0131zl\u0131ca kapasite<\/strong> elde<\/strong> edebiliyor<\/strong>.<\/p>\n\n

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

Kaynak :\u00a0https:\/\/www.donanimhaber.com\/microsoft-100-milyar-dolarlik-veri-merkezi-kiralamasi-yapacak–182630<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

Teknoloji devi Microsoft, yapay zeka alan\u0131ndaki yat\u0131r\u0131mlar\u0131n\u0131 h\u0131zland\u0131r\u0131rken, veri merkezleri i\u00e7in yapaca\u011f\u0131 kira s\u00f6zle\u015fmelerinin toplam\u0131 100 milyar dolar\u0131 a\u015facak gibi g\u00f6r\u00fcn\u00fcyor. \u015eirketin bu ay a\u00e7\u0131klayaca\u011f\u0131 \u00e7eyrek d\u00f6nem sonu\u00e7lar\u0131na haz\u0131rlanan …<\/p>\n","protected":false},"author":1,"featured_media":83197,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[527,563,651],"class_list":["post-83196","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-teknoloji","tag-kira","tag-microsoft","tag-milyar-dolar"],"_links":{"self":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/83196","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=83196"}],"version-history":[{"count":1,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/83196\/revisions"}],"predecessor-version":[{"id":83200,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/83196\/revisions\/83200"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media\/83197"}],"wp:attachment":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media?parent=83196"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/categories?post=83196"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/tags?post=83196"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}