{"id":11097,"date":"2026-02-03T16:18:55","date_gmt":"2026-02-03T13:18:55","guid":{"rendered":"https:\/\/www.itopya.com\/blog\/?p=11097"},"modified":"2026-02-03T16:18:55","modified_gmt":"2026-02-03T13:18:55","slug":"nvidia-ve-openai-100-milyar-dolarlik-yatirimda-sular-durulmuyor","status":"publish","type":"post","link":"https:\/\/www.itopya.com\/blog\/nvidia-ve-openai-100-milyar-dolarlik-yatirimda-sular-durulmuyor\/","title":{"rendered":"Nvidia ve OpenAI: 100 Milyar Dolarl\u0131k Yat\u0131r\u0131mda Sular Durulmuyor!"},"content":{"rendered":"

Nvidia ve OpenAI: 100 Milyar Dolarl\u0131k Yat\u0131r\u0131mda Sular Durulmuyor!<\/a><\/strong><\/h3>\n

Teknoloji d\u00fcnyas\u0131 son birka\u00e7 g\u00fcnd\u00fcr adeta bir “pembe dizi” senaryosuna tan\u0131kl\u0131k ediyor. Bir yanda yapay zekan\u0131n kalbi OpenAI<\/b>, di\u011fer yanda bu kalbe kan pompalayan \u00e7ip devi Nvidia<\/a><\/strong>. Aralar\u0131ndaki 100 milyar dolarl\u0131k o devasa yat\u0131r\u0131m plan\u0131 hakk\u0131nda \u00e7\u0131kan “\u00e7atlak” sesleri, bizzat Nvidia CEO\u2019su Jensen Huang<\/b> taraf\u0131ndan yan\u0131tland\u0131.<\/p>\n

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\"Nvidia\"<\/p>\n

Raporlar vs. Ger\u00e7ekler: “Sa\u00e7mal\u0131k!”<\/strong><\/h3>\n

Her \u015fey Wall Street Journal<\/i>\u2019\u0131n cuma g\u00fcn\u00fc yay\u0131nlad\u0131\u011f\u0131 bir raporla ba\u015flad\u0131. Habere g\u00f6re Nvidia, OpenAI\u2019a yapaca\u011f\u0131 yat\u0131r\u0131m\u0131 azaltmay\u0131, hatta ortakl\u0131\u011f\u0131 yeniden de\u011ferlendirmeyi d\u00fc\u015f\u00fcn\u00fcyordu. \u0130ddialar ciddiyidi: Jensen Huang\u2019\u0131n \u00f6zel g\u00f6r\u00fc\u015fmelerde OpenAI\u2019\u0131n i\u015f disiplinini ele\u015ftirdi\u011fi ve Google ile Anthropic gibi rakiplerden \u00e7ekindi\u011fi s\u00f6yleniyordu.<\/p>\n

Cumartesi g\u00fcn\u00fc Taipei\u2019de kameralar\u0131n kar\u015f\u0131s\u0131na ge\u00e7en Huang, bu iddialar\u0131 tek bir kelimeyle \u00f6zetledi: “Nonsense” (Sa\u00e7mal\u0131k).<\/b><\/p>\n

100 Milyar Dolar Masada m\u0131?<\/strong><\/h3>\n

Hat\u0131rlayaca\u011f\u0131n\u0131z \u00fczere Eyl\u00fcl ay\u0131nda taraflar, 10 gigawatt\u2019l\u0131k dev bir altyap\u0131 ve 100 milyar dolara varan bir yat\u0131r\u0131m plan\u0131yla el s\u0131k\u0131\u015fm\u0131\u015ft\u0131. Ancak Huang\u2019\u0131n son a\u00e7\u0131klamalar\u0131, bu rakam\u0131n “tek seferlik bir \u00e7ek” olmad\u0131\u011f\u0131n\u0131 g\u00f6steriyor:<\/p>\n

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    Ad\u0131m Ad\u0131m \u0130lerleme:<\/b> Huang, 100 milyar dolarl\u0131k rakam\u0131n ba\u011flay\u0131c\u0131 bir taahh\u00fct olmad\u0131\u011f\u0131n\u0131, yat\u0131r\u0131m\u0131n ad\u0131m ad\u0131m yap\u0131laca\u011f\u0131n\u0131 vurgulad\u0131.<\/p>\n<\/li>\n

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    Tarihin En B\u00fcy\u00fck Yat\u0131r\u0131m\u0131:<\/b> Miktar netle\u015fmese de Huang, bunun Nvidia tarihindeki en b\u00fcy\u00fck yat\u0131r\u0131m olabilece\u011finin sinyalini verdi.<\/p>\n<\/li>\n

  • \n

    Karar Sam Altman\u2019da:<\/b> Nvidia\u2019n\u0131n ne kadar koyaca\u011f\u0131 soruldu\u011funda Huang topu OpenAI CEO\u2019suna att\u0131: “Sam Altman ne kadar fon toplayaca\u011f\u0131na karar versin, biz orada olaca\u011f\u0131z.”<\/i><\/p>\n<\/li>\n<\/ul>\n

    Neden Bir “S\u00fcrt\u00fc\u015fme” Alg\u0131s\u0131 Olu\u015ftu?<\/strong><\/h3>\n

    Yapay zeka pazar\u0131 art\u0131k 2023\u2019teki gibi tek oyunculu bir saha de\u011fil. Nvidia, sadece OpenAI\u2019\u0131n de\u011fil; ayn\u0131 zamanda onun en di\u015fli rakiplerinin de (Google, Amazon, Anthropic) ana tedarik\u00e7isi.<\/p>\n

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    Analist Notu:<\/b> Nvidia’n\u0131n kendi m\u00fc\u015fterilerine yat\u0131r\u0131m yapmas\u0131 (circular deals), yat\u0131r\u0131mc\u0131lar aras\u0131nda “yapay bir talep mi olu\u015fturuluyor?” sorusunu do\u011fursa da, Huang\u2019\u0131n OpenAI\u2019a olan inanc\u0131 tam g\u00f6r\u00fcn\u00fcyor.<\/p>\n<\/blockquote>\n

    Ortakl\u0131k Tam Gaz Devam Ediyor<\/strong><\/h3>\n

    OpenAI kanad\u0131ndan gelen a\u00e7\u0131klamalar da yang\u0131na k\u00f6r\u00fckle gitmiyor. Aksine, Nvidia\u2019n\u0131n sistemlerinin “merkezi bir rol” oynamaya devam edece\u011fi belirtiliyor. Anla\u015f\u0131lan o ki; rakamlar revize edilse veya s\u00fcre\u00e7 zamana yay\u0131lsa da, yapay zeka d\u00fcnyas\u0131n\u0131n bu iki dev ismi aras\u0131ndaki anla\u015fma kolay kolay bozulmayacak.<\/p>\n

    Peki sizce, Nvidia’n\u0131n bu kadar b\u00fcy\u00fck bir yat\u0131r\u0131m\u0131 tek bir \u015firkete (OpenAI) kanalize etmesi riskli bir hamle mi? Yorumlarda bulu\u015fal\u0131m!<\/b><\/p>\n","protected":false},"excerpt":{"rendered":"

    Nvidia ve OpenAI: 100 Milyar Dolarl\u0131k Yat\u0131r\u0131mda Sular Durulmuyor! Teknoloji d\u00fcnyas\u0131 son birka\u00e7 g\u00fcnd\u00fcr adeta bir “pembe dizi” senaryosuna tan\u0131kl\u0131k ediyor. Bir yanda yapay zekan\u0131n kalbi OpenAI, di\u011fer yanda bu kalbe kan pompalayan \u00e7ip devi Nvidia. Aralar\u0131ndaki 100 milyar dolarl\u0131k o devasa yat\u0131r\u0131m plan\u0131 hakk\u0131nda \u00e7\u0131kan “\u00e7atlak” sesleri, bizzat Nvidia CEO\u2019su Jensen Huang taraf\u0131ndan yan\u0131tland\u0131. …<\/p>\n<\/div>","protected":false},"author":3,"featured_media":9858,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[83,1],"tags":[],"class_list":["post-11097","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-haberler","category-genel"],"_links":{"self":[{"href":"https:\/\/www.itopya.com\/blog\/wp-json\/wp\/v2\/posts\/11097","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.itopya.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.itopya.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.itopya.com\/blog\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.itopya.com\/blog\/wp-json\/wp\/v2\/comments?post=11097"}],"version-history":[{"count":2,"href":"https:\/\/www.itopya.com\/blog\/wp-json\/wp\/v2\/posts\/11097\/revisions"}],"predecessor-version":[{"id":11100,"href":"https:\/\/www.itopya.com\/blog\/wp-json\/wp\/v2\/posts\/11097\/revisions\/11100"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.itopya.com\/blog\/wp-json\/wp\/v2\/media\/9858"}],"wp:attachment":[{"href":"https:\/\/www.itopya.com\/blog\/wp-json\/wp\/v2\/media?parent=11097"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.itopya.com\/blog\/wp-json\/wp\/v2\/categories?post=11097"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.itopya.com\/blog\/wp-json\/wp\/v2\/tags?post=11097"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}