![\"g\u00f6rsel1\"](\"https:\/\/www.itopya.com\/blog\/wp-content\/uploads\/2023\/09\/gorsel1-5.webp\" "\\"\\"")
<\/p>\nYapay zeka, teknoloji d\u00fcnyas\u0131nda b\u00fcy\u00fck bir patlama yaratt\u0131. Bu patlamayla birlikte pek \u00e7ok \u015firket, yapay zeka teknolojilerini kullanarak i\u015f s\u00fcre\u00e7lerini optimize etmek ve rekabet avantaj\u0131 elde etmek istiyor. Bu ihtiyac\u0131 kar\u015f\u0131lamak i\u00e7in ise Nvidia gibi dev bir \u015firket, yapay zeka GPU ve CPU \u00e7\u00f6z\u00fcmleri sunuyor. Ancak, bu b\u00fcy\u00fck talep, tedarik zincirini ciddi \u015fekilde zorluyor ve Nvidia\u2019n\u0131n yapay zeka GPU’lar\u0131 i\u00e7in k\u0131tl\u0131k ya\u015fanmas\u0131na neden oluyor. Bu makalede, Nvidia\u2019n\u0131n yapay zeka GPU k\u0131tl\u0131\u011f\u0131na dair detaylar\u0131 inceleyece\u011fiz.<\/p>\n
Yapay zeka uygulamalar\u0131n\u0131n h\u0131zla yay\u0131lmas\u0131yla birlikte Nvidia, yapay zeka GPU’lar\u0131na olan talebin artt\u0131\u011f\u0131n\u0131 g\u00f6rd\u00fc. Ancak, bu talep art\u0131\u015f\u0131, tedarik zincirinde sorunlara yol a\u00e7t\u0131. Tayvan merkezli TSMC (Taiwan Semiconductor Manufacturing Company), yapay zeka sekt\u00f6r\u00fcnden gelen yo\u011fun talebin, tedarik zincirini ciddi \u015fekilde engelledi\u011fini kabul etti. TSMC Y\u00f6netim Kurulu Ba\u015fkan\u0131 Mark Liu, Nvidia ve di\u011fer \u015firketlerden gelen sipari\u015flerin b\u00fcy\u00fck bir art\u0131\u015f g\u00f6sterdi\u011fini belirtti. Bu art\u0131\u015f\u0131n temel nedeni, yapay zeka alan\u0131ndaki GenAI (\u00fcretken yapay zeka) geli\u015fiminin h\u0131zla ilerlemesi.<\/p>\n
Nvidia, yapay zeka GPU’lar\u0131n\u0131 \u00fcretmek i\u00e7in CoWoS (Chip-on-Wafer-on-Substrate) paketleme hizmetlerini kullan\u0131yor. Ancak bu s\u00fcre\u00e7, yapay zeka GPU’lar\u0131n\u0131n \u00fcretiminde b\u00fcy\u00fck bir paya sahip olmas\u0131 nedeniyle tedarik zincirini darbo\u011faza sokuyor. TSMC, normal sipari\u015flerin \u00fc\u00e7 kat\u0131na kadar \u00e7\u0131kt\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131, \u00e7\u00fcnk\u00fc CoWoS paketleme hizmetleri b\u00fcy\u00fck talebi kar\u015f\u0131lamak i\u00e7in yo\u011fun bir \u015fekilde kullan\u0131l\u0131yor.<\/p>\n
TSMC, yapay zeka sekt\u00f6r\u00fcnden gelen talebi kar\u015f\u0131lamak i\u00e7in \u00fcretim kapasitesini art\u0131rmay\u0131 planl\u0131yor ve 2024 y\u0131l\u0131na kadar \u00fcretimi iki kat\u0131na \u00e7\u0131karmay\u0131 umuyor. Ancak, k\u0131tl\u0131\u011f\u0131n 2025’e kadar devam edebilece\u011fi \u00f6ng\u00f6r\u00fcl\u00fcyor. Bu durum, Nvidia’n\u0131n gelecekte yapay zeka GPU’lar\u0131na eri\u015fimini s\u0131n\u0131rlayabilir.<\/p>\n
Nvidia, tedarik sorunlar\u0131na kar\u015f\u0131 \u00e7\u00f6z\u00fcm bulmak i\u00e7in harekete ge\u00e7ti. \u015eirket, Intel ve Samsung\u2019un HBM (High Bandwidth Memory) ve GPU paketleme hizmetlerine y\u00f6nelmi\u015f durumda. Bu, Nvidia’n\u0131n yapay zeka GPU’lar\u0131na olan talebi kar\u015f\u0131lamak i\u00e7in farkl\u0131 kaynaklara y\u00f6nlendirmesini sa\u011fl\u0131yor.<\/p>\n
<\/p>\n
Hem AMD hem de Nvidia, yapay zeka tabanl\u0131 gelirlerinin \u00f6nemli \u00f6l\u00e7\u00fcde artabilece\u011fini s\u00f6yl\u00fcyor. Ancak, bu beklentiler, \u00fcretim k\u0131tl\u0131\u011f\u0131n\u0131 hesaba katmaz. \u00dcretim k\u0131tl\u0131\u011f\u0131na ra\u011fmen, yapay zeka alan\u0131ndaki talep b\u00fcy\u00fcmeye devam ediyor. Nvidia, H100 gibi g\u00fc\u00e7l\u00fc \u00fcr\u00fcnleriyle bu talebi kar\u015f\u0131lamaya \u00e7al\u0131\u015f\u0131yor ve 2024 y\u0131l\u0131na kadar milyonlarca H100 sat\u0131\u015f\u0131 yapmay\u0131 planl\u0131yor.<\/p>\n
Nvidia’n\u0131n yapay zeka GPU k\u0131tl\u0131\u011f\u0131, \u015firketin b\u00fcy\u00fcme potansiyelini s\u0131n\u0131rlayabilir. Ancak \u015firket, tedarik sorunlar\u0131na kar\u015f\u0131 alternatif \u00e7\u00f6z\u00fcmler bulmaya \u00e7al\u0131\u015f\u0131yor ve gelecekteki talebi kar\u015f\u0131lamak i\u00e7in \u00e7aba g\u00f6steriyor.<\/p>\n","protected":false},"excerpt":{"rendered":"
Yapay zeka, teknoloji d\u00fcnyas\u0131nda b\u00fcy\u00fck bir patlama yaratt\u0131. Bu patlamayla birlikte pek \u00e7ok \u015firket, yapay zeka teknolojilerini kullanarak i\u015f s\u00fcre\u00e7lerini optimize etmek ve rekabet avantaj\u0131 elde etmek istiyor. Bu ihtiyac\u0131 kar\u015f\u0131lamak i\u00e7in ise Nvidia gibi dev bir \u015firket, yapay zeka GPU ve CPU \u00e7\u00f6z\u00fcmleri sunuyor. Ancak, bu b\u00fcy\u00fck talep, tedarik zincirini ciddi \u015fekilde zorluyor ve …<\/p>\n<\/div>","protected":false},"author":2,"featured_media":8724,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[81],"tags":[],"class_list":["post-8722","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekran-karti"],"_links":{"self":[{"href":"https:\/\/www.itopya.com\/blog\/wp-json\/wp\/v2\/posts\/8722","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\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.itopya.com\/blog\/wp-json\/wp\/v2\/comments?post=8722"}],"version-history":[{"count":1,"href":"https:\/\/www.itopya.com\/blog\/wp-json\/wp\/v2\/posts\/8722\/revisions"}],"predecessor-version":[{"id":8726,"href":"https:\/\/www.itopya.com\/blog\/wp-json\/wp\/v2\/posts\/8722\/revisions\/8726"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.itopya.com\/blog\/wp-json\/wp\/v2\/media\/8724"}],"wp:attachment":[{"href":"https:\/\/www.itopya.com\/blog\/wp-json\/wp\/v2\/media?parent=8722"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.itopya.com\/blog\/wp-json\/wp\/v2\/categories?post=8722"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.itopya.com\/blog\/wp-json\/wp\/v2\/tags?post=8722"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}