{"id":6697,"date":"2026-03-26T23:32:36","date_gmt":"2026-03-26T20:32:36","guid":{"rendered":"https:\/\/neoberidhaber.kahveciyazilim.com\/?p=6697"},"modified":"2026-03-26T23:32:37","modified_gmt":"2026-03-26T20:32:37","slug":"googledan-cip-talebini-dusurecek-yapay-zeka-hamlesi","status":"publish","type":"post","link":"https:\/\/neoberidhaber.kahveciyazilim.com\/index.php\/2026\/03\/26\/googledan-cip-talebini-dusurecek-yapay-zeka-hamlesi\/","title":{"rendered":"Google’dan \u00e7ip talebini d\u00fc\u015f\u00fcrecek yapay zeka hamlesi"},"content":{"rendered":"\n

G\u00fcney Kore merkezli d\u00fcnyan\u0131n en b\u00fcy\u00fck iki bellek yongas\u0131 \u00fcreticisi SK Hynix ve Samsung’un hisseleri Per\u015fembe g\u00fcn\u00fc s\u0131ras\u0131yla %6 ve yakla\u015f\u0131k %5 oran\u0131nda de\u011fer kaybetti. Japonya merkezli fla\u015f bellek \u015firketi Kioxia da %6’ya yak\u0131n bir d\u00fc\u015f\u00fc\u015f kaydetti.<\/p>\n\n\n\n

Bu hareketlilik, \u00c7ar\u015famba g\u00fcn\u00fc ABD piyasalar\u0131nda Sandisk ve Micron hisselerinde g\u00f6r\u00fclen kay\u0131plar\u0131 takip etti. Her iki \u015firket de Per\u015fembe g\u00fcn\u00fc ABD piyasa \u00f6ncesi i\u015flemlerde a\u015fa\u011f\u0131 y\u00f6nl\u00fc seyretmeye devam etti.<\/p>\n\n\n\n

Google\u2019dan alt\u0131 kat verimlilik vaadi: TurboQuant<\/h2>\n\n\n\n

Alphabet \u00e7at\u0131s\u0131 alt\u0131ndaki Google, Sal\u0131 g\u00fcn\u00fc b\u00fcy\u00fck dil modellerini (LLM) \u00e7al\u0131\u015ft\u0131rmak i\u00e7in gereken bellek miktar\u0131n\u0131 alt\u0131 kat azaltabilece\u011fini belirtti\u011fi “TurboQuant” adl\u0131 yeni bir s\u0131k\u0131\u015ft\u0131rma y\u00f6ntemini tan\u0131tt\u0131. Bu teknik, yapay zeka modelinin ge\u00e7mi\u015f hesaplamalar\u0131n\u0131 depolayan ve b\u00f6ylece ayn\u0131 i\u015flemleri tekrar yapmak zorunda kalmamas\u0131n\u0131 sa\u011flayan “anahtar de\u011fer \u00f6nbelle\u011fini” k\u00fc\u00e7\u00fcltmeye odaklan\u0131yor.<\/p>\n\n\n\n

\u00d6nde gelen yapay zeka laboratuvarlar\u0131n\u0131n ana hedeflerinden biri olan verimlilik art\u0131\u015f\u0131n\u0131 hedefleyen bu y\u00f6ntem, yat\u0131r\u0131mc\u0131lar aras\u0131nda tedirginli\u011fe yol a\u00e7t\u0131. Piyasa akt\u00f6rleri, bu geli\u015fmenin Google, OpenAI ve Anthropic gibi \u015firketlerin devasa modellerini e\u011fitmek i\u00e7in kritik bir bile\u015fen olan yapay zeka bellek yongalar\u0131na y\u00f6nelik talebi azaltmas\u0131ndan korkuyor.<\/p>\n\n\n\n

Cloudflare CEO’su Matthew Prince, \u00c7ar\u015famba g\u00fcn\u00fc X \u00fczerinden yapt\u0131\u011f\u0131 payla\u015f\u0131mda, \u00c7inli yapay zeka firmas\u0131 DeepSeek’in ge\u00e7en y\u0131l teknoloji hisselerinde b\u00fcy\u00fck bir sat\u0131\u015f dalgas\u0131na neden olan verimlilik at\u0131l\u0131m\u0131na at\u0131fta bulunarak, bu ara\u015ft\u0131rmay\u0131 “Google’\u0131n DeepSeek’i” olarak nitelendirdi. Prince, “Yapay zeka \u00e7\u0131kar\u0131m\u0131n\u0131 h\u0131z, bellek kullan\u0131m\u0131, g\u00fc\u00e7 t\u00fcketimi ve \u00e7oklu kullan\u0131m a\u00e7\u0131s\u0131ndan optimize etmek i\u00e7in h\u00e2l\u00e2 \u00e7ok fazla alan var” ifadelerini kulland\u0131.<\/p>\n\n\n\n

Buna kar\u015f\u0131n, SemiAnalysis bellek analisti Ray Wang, Google’\u0131n ara\u015ft\u0131rmas\u0131n\u0131n mutlaka daha az \u00e7ip ihtiyac\u0131na yol a\u00e7mayaca\u011f\u0131n\u0131 belirtti. Wang, \u00f6nbellek de\u011ferinin “daha iyi modeller ve donan\u0131m performans\u0131 elde etmek i\u00e7in a\u015f\u0131lmas\u0131 gereken temel bir darbo\u011faz” oldu\u011funu vurgulad\u0131.<\/p>\n\n\n\n

Model performans\u0131n\u0131n artmas\u0131 sonucunda bellek kullan\u0131m\u0131n\u0131n artmas\u0131ndan ka\u00e7\u0131nman\u0131n zor olaca\u011f\u0131n\u0131 ifade eden Wang, CNBC’ye yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, “Bir darbo\u011faz\u0131 giderdi\u011finizde, yapay zeka donan\u0131m\u0131n\u0131n daha yetenekli hale gelmesine yard\u0131mc\u0131 olursunuz. E\u011fitim modelleri gelecekte daha g\u00fc\u00e7l\u00fc olacak ve model g\u00fc\u00e7lendik\u00e7e onu desteklemek i\u00e7in daha iyi donan\u0131ma ihtiya\u00e7 duyacaks\u0131n\u0131z” dedi.<\/p>\n\n\n\n

Bellek hisselerinde kar sat\u0131\u015f\u0131 bask\u0131s\u0131<\/h2>\n\n\n\n

Per\u015fembe g\u00fcnk\u00fc d\u00fc\u015f\u00fc\u015flere ra\u011fmen, arz k\u0131tl\u0131\u011f\u0131 ve yo\u011fun talep gibi fakt\u00f6rler bellek piyasas\u0131n\u0131 uzun vadede desteklemeye devam ediyor. Bu dinamikler Samsung, SK Hynix ve Micron’un k\u00e2rlar\u0131n\u0131 destekleyerek bellek fiyatlar\u0131n\u0131 rekor seviyelere ta\u015f\u0131d\u0131.<\/p>\n\n\n\n

Samsung hisseleri ge\u00e7ti\u011fimiz y\u0131l yakla\u015f\u0131k %200 de\u011fer kazan\u0131rken, Micron ve SK Hynix %300’\u00fcn \u00fczerinde art\u0131\u015f g\u00f6sterdi.<\/p>\n\n\n\n

Analistler, bellek hisselerindeki bu haftaki hareketlili\u011fin b\u00fcy\u00fck \u00f6l\u00e7\u00fcde kar realizasyonundan kaynakland\u0131\u011f\u0131n\u0131 belirtiyor. Quilter Cheviot Teknoloji Ara\u015ft\u0131rmalar\u0131 Ba\u015fkan\u0131 Ben Barringer, “Bellek hisseleri \u00e7ok g\u00fc\u00e7l\u00fc bir seyir izledi ve bu sekt\u00f6r olduk\u00e7a d\u00f6ng\u00fcsel. Bu nedenle yat\u0131r\u0131mc\u0131lar zaten k\u00e2r sat\u0131\u015f\u0131 yapmak i\u00e7in neden ar\u0131yordu” dedi.<\/p>\n\n\n\n

Barringer, Google’\u0131n TurboQuant inovasyonunun bask\u0131y\u0131 art\u0131rd\u0131\u011f\u0131n\u0131 ancak bunun devrimsel de\u011fil, evrimsel bir geli\u015fme oldu\u011funu ve sekt\u00f6r\u00fcn uzun vadeli talep tablosunu de\u011fi\u015ftirmedi\u011fini de s\u00f6zlerine ekledi.<\/p>\n\n\n\n

Kaynak: Gazete Oksijen<\/a> <\/strong><\/p>\n\n\n\n

G\u00fcncelleme Tarihi:<\/strong> Mart 26, 2026 23:32<\/p>\n\n\n

<\/div>

Emine Tan<\/p><\/div><\/div>\n\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"Google’\u0131n yapay zeka modellerini daha verimli hale getirdi\u011fini iddia eden son ara\u015ft\u0131rmas\u0131, bellek yongas\u0131 \u00fcreten \u015firketlerin hisseleri \u00fczerinde bask\u0131 olu\u015fturuyor. Yat\u0131r\u0131mc\u0131lar bu at\u0131l\u0131m\u0131n \u00e7ip talebinde bir yava\u015flamaya yol a\u00e7abilece\u011finden endi\u015fe duyuyor","protected":false},"author":1,"featured_media":6698,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"csco_display_header_overlay":false,"csco_singular_sidebar":"","csco_page_header_type":"","csco_page_load_nextpost":"","csco_post_video_location":[],"csco_post_video_location_hash":"","csco_post_video_url":"","csco_post_video_bg_start_time":0,"csco_post_video_bg_end_time":0,"footnotes":""},"categories":[1,15],"tags":[],"class_list":["post-6697","post","type-post","status-publish","format-standard","has-post-thumbnail","category-genel","category-teknoloji","cs-entry","cs-video-wrap"],"_links":{"self":[{"href":"https:\/\/neoberidhaber.kahveciyazilim.com\/index.php\/wp-json\/wp\/v2\/posts\/6697","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/neoberidhaber.kahveciyazilim.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/neoberidhaber.kahveciyazilim.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/neoberidhaber.kahveciyazilim.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/neoberidhaber.kahveciyazilim.com\/index.php\/wp-json\/wp\/v2\/comments?post=6697"}],"version-history":[{"count":1,"href":"https:\/\/neoberidhaber.kahveciyazilim.com\/index.php\/wp-json\/wp\/v2\/posts\/6697\/revisions"}],"predecessor-version":[{"id":6703,"href":"https:\/\/neoberidhaber.kahveciyazilim.com\/index.php\/wp-json\/wp\/v2\/posts\/6697\/revisions\/6703"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/neoberidhaber.kahveciyazilim.com\/index.php\/wp-json\/wp\/v2\/media\/6698"}],"wp:attachment":[{"href":"https:\/\/neoberidhaber.kahveciyazilim.com\/index.php\/wp-json\/wp\/v2\/media?parent=6697"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/neoberidhaber.kahveciyazilim.com\/index.php\/wp-json\/wp\/v2\/categories?post=6697"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/neoberidhaber.kahveciyazilim.com\/index.php\/wp-json\/wp\/v2\/tags?post=6697"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}