UBS, son teknoloji geri \u00e7ekilmesini yapay zek\u00e2 temas\u0131na y\u00f6nelik bir uyar\u0131 de\u011fil, de\u011ferleme d\u00fczeltmesi olarak okudu. Banka, Nvidia bilan\u00e7osu \u00f6ncesinde talebin AI \u00e7iplerine ilgiyi koruyup korumad\u0131\u011f\u0131na bakaca\u011f\u0131n\u0131, token kullan\u0131m\u0131ndaki art\u0131\u015f ve bulut gelirlerindeki h\u0131zlanman\u0131n ise sekt\u00f6r\u00fc desteklemeyi s\u00fcrd\u00fcrd\u00fc\u011f\u00fcn\u00fc s\u00f6yledi.<\/p>\n
UBS, OpenRouter verilerinde token t\u00fcketiminin haftal\u0131k bazda y\u00fczde 24 artt\u0131\u011f\u0131n\u0131 ve bir y\u0131lda 30 kattan fazla y\u00fckseldi\u011fini belirtti. Banka ayr\u0131ca toplam AI yat\u0131r\u0131mlar\u0131n\u0131n 2027\u2019de 1,2 trilyon dolara \u00e7\u0131kaca\u011f\u0131n\u0131, ge\u00e7en \u00e7eyrekte b\u00fcy\u00fck bulut sa\u011flay\u0131c\u0131lar\u0131n ortalama gelir art\u0131\u015f\u0131n\u0131n y\u00fczde 48 oldu\u011funu ve bunun bu \u00e7eyrekte y\u00fczde 58\u2019e h\u0131zlanmas\u0131n\u0131 bekledi\u011fini a\u00e7\u0131klad\u0131.<\/p>\n
De\u011ferleme taraf\u0131nda UBS, b\u00fcy\u00fck yar\u0131 iletken \u015firketlerinin ileriye d\u00f6n\u00fck kazan\u00e7lara g\u00f6re yakla\u015f\u0131k 22 katla i\u015flem g\u00f6rd\u00fc\u011f\u00fcn\u00fc, bunun ChatGPT sonras\u0131 ortalama 24 kat\u0131n ve son zirve olan 33 kat\u0131n alt\u0131nda kald\u0131\u011f\u0131n\u0131 kaydetti. Banka, yar\u0131 iletkenler, bulut \u015firketleri, \u00f6deme a\u011flar\u0131, veri merkezi REIT\u2019leri ve baz\u0131 ak\u0131ll\u0131 telefon \u00fcreticilerine dengeli bir da\u011f\u0131l\u0131m \u00f6nerdi.<\/p>\n","protected":false},"excerpt":{"rendered":"
UBS, son teknoloji geri \u00e7ekilmesini yapay zek\u00e2 temas\u0131na y\u00f6nelik bir uyar\u0131 de\u011fil, de\u011ferleme d\u00fczeltmesi olarak okudu. Banka, Nvidia bilan\u00e7osu \u00f6ncesinde<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"colormag_page_container_layout":"default_layout","colormag_page_sidebar_layout":"default_layout","footnotes":""},"categories":[8],"tags":[540,840,1548],"class_list":["post-12581","post","type-post","status-publish","format-standard","hentry","category-son-dakikalar","tag-ubs","tag-yapay-zeka-3","tag-yari-iletkenler"],"_links":{"self":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/12581","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=12581"}],"version-history":[{"count":0,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/12581\/revisions"}],"wp:attachment":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=12581"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=12581"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=12581"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}