{"id":11383,"date":"2026-02-26T17:29:13","date_gmt":"2026-02-26T14:29:13","guid":{"rendered":"https:\/\/www.itopya.com\/blog\/?p=11383"},"modified":"2026-02-26T17:29:13","modified_gmt":"2026-02-26T14:29:13","slug":"nvidia-rekor-kiriyor-68-milyar-dolarlik-kazanc","status":"publish","type":"post","link":"https:\/\/www.itopya.com\/blog\/nvidia-rekor-kiriyor-68-milyar-dolarlik-kazanc\/","title":{"rendered":"Nvidia Rekor K\u0131r\u0131yor: 68 Milyar Dolarl\u0131k Kazan\u00e7!"},"content":{"rendered":"

Nvidia<\/a> Rekor K\u0131r\u0131yor: 68 milyar dolarl\u0131k Kazan\u00e7!<\/a><\/strong><\/h3>\n

Teknoloji d\u00fcnyas\u0131n\u0131n devlerinden, d\u00fcnyan\u0131n en de\u011ferli \u015firketi Nvidia, son \u00e7eyrek raporuyla bir kez daha man\u015fetlerde. \u015eirket, yapay zeka hesaplama g\u00fcc\u00fcne olan talebin katlanarak artmas\u0131yla rekor kar elde etti\u011fini duyurdu. Nvidia CEO’su Jensen Huang’\u0131n deyimiyle, “D\u00fcnyadaki token talebi tamamen katlanarak artt\u0131.” Bu b\u00fcy\u00fcme o kadar b\u00fcy\u00fck ki, bulutlardaki alt\u0131 y\u0131ll\u0131k GPU’lar bile tamamen t\u00fckendi ve fiyatlar y\u00fckseli\u015fte.<\/p>\n

68 Milyar Dolarl\u0131k \u00c7eyrek Geliri<\/strong><\/h3>\n

Nvidia, ge\u00e7ti\u011fimiz \u00e7eyrekte bir \u00f6nceki y\u0131la g\u00f6re %73 art\u0131\u015fla 68 milyar dolar<\/b> gelir elde etti\u011fini a\u00e7\u0131klad\u0131. Bu gelirin aslan pay\u0131, 62 milyar dolar ile \u015firketin Veri Merkezi (Data Center)<\/b> biriminden geliyor.<\/p>\n

    \n
  • \n

    GPU Hakimiyeti:<\/b> Veri merkezi gelirinin 51 milyar dolar\u0131 do\u011frudan GPU sat\u0131\u015flar\u0131ndan (hesaplama) olu\u015fuyor.<\/p>\n<\/li>\n

  • \n

    A\u011f Teknolojileri:<\/b> NVLink gibi a\u011f \u00fcr\u00fcnleri ise 11 milyar dolarl\u0131k bir hacme ula\u015ft\u0131.<\/p>\n<\/li>\n

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    Y\u0131ll\u0131k Toplam:<\/b> \u015eirketin tam y\u0131l geliri ise dudak u\u00e7uklatan 215 milyar dolara<\/b> ula\u015ft\u0131.<\/p>\n<\/li>\n<\/ul>\n

    Hesaplama E\u015fittir Gelir<\/strong><\/h3>\n

    CEO Jensen Huang, analistlerle yapt\u0131\u011f\u0131 g\u00f6r\u00fc\u015fmede yapay zeka ekonomisinin yeni birimini tan\u0131mlad\u0131: Token.<\/b> > “D\u00fcnyadaki token talebi tamamen eksponansiyel bir hal ald\u0131. \u00d6yle ki, buluttaki 6 y\u0131ll\u0131k GPU’lar\u0131m\u0131z bile tamamen dolu ve fiyatlar y\u00fckseliyor.”<\/i><\/p>\n

    Huang\u2019a g\u00f6re, yeni d\u00fcnyada hesaplama g\u00fcc\u00fc do\u011frudan nakit ak\u0131\u015f\u0131 anlam\u0131na geliyor. Hesaplama g\u00fcc\u00fc olmadan token \u00fcretilemiyor; token olmadan da gelir elde edilemiyor. Nvidia, bu d\u00f6ng\u00fcde “karl\u0131 tokenlar” \u00fcreten bir d\u00f6n\u00fcm noktas\u0131na ula\u015f\u0131ld\u0131\u011f\u0131n\u0131 vurguluyor.<\/p>\n

    \u00c7in Pazar\u0131 ve Yerel Rekabet<\/strong><\/h3>\n

    ABD’nin ihracat k\u0131s\u0131tlamalar\u0131n\u0131 esnetmesine ra\u011fmen Nvidia, son \u00e7eyrekte \u00c7in’e yap\u0131lan \u00e7ip ihracat\u0131ndan hen\u00fcz bir gelir elde etmedi\u011fini bildirdi. CFO Colette Kress, H200<\/b> \u00fcr\u00fcnlerinin onayland\u0131\u011f\u0131n\u0131 ancak hen\u00fcz gelire d\u00f6n\u00fc\u015fmedi\u011fini belirtti.<\/p>\n

    Daha da \u00f6nemlisi, Nvidia\u2019n\u0131n radar\u0131nda \u00c7inli rakipler var. \u00d6zellikle Aral\u0131k ay\u0131nda halka arz edilen Moore Threads<\/b> gibi yerel oyuncular\u0131n, uzun vadede k\u00fcresel yapay zeka end\u00fcstrisinin yap\u0131s\u0131n\u0131 de\u011fi\u015ftirme potansiyeline sahip oldu\u011fu kabul ediliyor.<\/p>\n

    OpenAI ve B\u00fcy\u00fck Ortakl\u0131klar<\/strong><\/h3>\n

    G\u00f6r\u00fc\u015fmenin en dikkat \u00e7ekici noktalar\u0131ndan biri, Nvidia\u2019n\u0131n OpenAI\u2019ye yapaca\u011f\u0131 30 milyar dolarl\u0131k yat\u0131r\u0131m plan\u0131yd\u0131. Huang, bir ortakl\u0131k anla\u015fmas\u0131na \u00e7ok yak\u0131n olduklar\u0131n\u0131 belirtirken; Anthropic, Meta ve Elon Musk\u2019\u0131n xAI \u015firketiyle olan i\u015f birliklerine de vurgu yapt\u0131. Ancak SEC dosyalar\u0131nda, bu yat\u0131r\u0131m\u0131n ger\u00e7ekle\u015fece\u011fine dair hen\u00fcz kesin bir garanti verilmedi\u011finin alt\u0131 \u00e7izildi.<\/p>\n","protected":false},"excerpt":{"rendered":"

    Nvidia Rekor K\u0131r\u0131yor: 68 milyar dolarl\u0131k Kazan\u00e7! Teknoloji d\u00fcnyas\u0131n\u0131n devlerinden, d\u00fcnyan\u0131n en de\u011ferli \u015firketi Nvidia, son \u00e7eyrek raporuyla bir kez daha man\u015fetlerde. \u015eirket, yapay zeka hesaplama g\u00fcc\u00fcne olan talebin katlanarak artmas\u0131yla rekor kar elde etti\u011fini duyurdu. Nvidia CEO’su Jensen Huang’\u0131n deyimiyle, “D\u00fcnyadaki token talebi tamamen katlanarak artt\u0131.” Bu b\u00fcy\u00fcme o kadar b\u00fcy\u00fck ki, bulutlardaki alt\u0131 …<\/p>\n<\/div>","protected":false},"author":1,"featured_media":11384,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[83,1],"tags":[],"class_list":["post-11383","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\/11383","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\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.itopya.com\/blog\/wp-json\/wp\/v2\/comments?post=11383"}],"version-history":[{"count":1,"href":"https:\/\/www.itopya.com\/blog\/wp-json\/wp\/v2\/posts\/11383\/revisions"}],"predecessor-version":[{"id":11385,"href":"https:\/\/www.itopya.com\/blog\/wp-json\/wp\/v2\/posts\/11383\/revisions\/11385"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.itopya.com\/blog\/wp-json\/wp\/v2\/media\/11384"}],"wp:attachment":[{"href":"https:\/\/www.itopya.com\/blog\/wp-json\/wp\/v2\/media?parent=11383"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.itopya.com\/blog\/wp-json\/wp\/v2\/categories?post=11383"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.itopya.com\/blog\/wp-json\/wp\/v2\/tags?post=11383"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}