Goldman Sachs\u2019tan Privorotsky, yapay zek\u00e2 taraf\u0131nda d\u00f6rt ba\u015fl\u0131k \u00f6ne \u00e7\u0131kard\u0131. CXMT\u2019yi bellek ekonomisi a\u00e7\u0131s\u0131ndan ger\u00e7ek bir risk olarak g\u00f6r\u00fcrken, $MSFT\u2019un Maia 300 adl\u0131 \u00f6zel \u00e7iplerinin TSMC\u2019nin 2nm s\u00fcrecine ge\u00e7mesinin klasik GPU tedarik\u00e7ileri i\u00e7in s\u0131n\u0131rl\u0131 olumsuz, \u00f6zel silikon tedarik zinciri i\u00e7in ise olumlu olabilece\u011fini s\u00f6yledi.<\/p>\n
Privorotsky ayr\u0131ca $AVGO ve $INTC\u2019in \u00f6n\u00fcm\u00fczdeki 2-3 y\u0131l i\u00e7in, hatta muhtemelen 2030\u2019a kadar \u00e7ok g\u00fc\u00e7l\u00fc talebi do\u011frulad\u0131\u011f\u0131n\u0131 aktard\u0131. $META\u2019n\u0131n Muse Wonder ve Wonder Full modellerini de rekabet\u00e7i buldu; bunun OpenAI, Anthropic ve $GOOGL ile birlikte daha fazla oyuncunun \u00f6ne \u00e7\u0131kmas\u0131 anlam\u0131na gelebilece\u011fini belirtti.<\/p>\n
Analistine g\u00f6re rekabet, daha fazla rekabeti ve daha fazla i\u015flem g\u00fcc\u00fc ihtiyac\u0131n\u0131 besliyor. As\u0131l riskin ise kapasiteyi ve enerji teslimat\u0131n\u0131 beklentilere paralel bi\u00e7imde tamamlayamamak oldu\u011fu ifade edildi.<\/p>\n
\ud83d\udca1 Bilgi Notu:<\/strong> Bellek ekonomisi, bir sistemde kullan\u0131lan belle\u011fin h\u0131z, maliyet ve verimlilik a\u00e7\u0131s\u0131ndan daha kritik hale gelmesi demektir. 2nm ise \u00e7ip \u00fcretiminde kullan\u0131lan \u00e7ok geli\u015fmi\u015f bir \u00fcretim neslini anlat\u0131r; genelde daha k\u00fc\u00e7\u00fck, daha verimli ve daha g\u00fc\u00e7l\u00fc \u00e7ipler anlam\u0131na gelir.<\/p>\n \ud83d\udcca Piyasa Etkisi:<\/strong> Yorum, yapay zek\u00e2 altyap\u0131s\u0131na y\u00f6nelik talebin g\u00fc\u00e7l\u00fc kalaca\u011f\u0131na i\u015faret etti\u011fi i\u00e7in yar\u0131 iletken ve \u00f6zel \u00e7ip \u00fcreticileri a\u00e7\u0131s\u0131ndan destekleyici alg\u0131lanabilir. Buna kar\u015f\u0131l\u0131k, klasik grafik i\u015flemci tedarik\u00e7ileri i\u00e7in rekabet bask\u0131s\u0131 artabilir; enerji ve \u00fcretim kapasitesi taraf\u0131ndaki s\u0131k\u0131\u015f\u0131kl\u0131k da sekt\u00f6r genelinde \u00f6nemli bir risk olmaya devam ediyor.<\/p>\n","protected":false},"excerpt":{"rendered":" Goldman Sachs\u2019tan Privorotsky, yapay zek\u00e2 taraf\u0131nda d\u00f6rt ba\u015fl\u0131k \u00f6ne \u00e7\u0131kard\u0131. CXMT\u2019yi bellek ekonomisi a\u00e7\u0131s\u0131ndan ger\u00e7ek bir risk olarak g\u00f6r\u00fcrken, $MSFT\u2019un<\/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","fxk_merge_backup":"","footnotes":""},"categories":[8],"tags":[310,314,149],"class_list":["post-30494","post","type-post","status-publish","format-standard","hentry","category-son-dakikalar","tag-nvidia","tag-tsmc","tag-yapay-zeka"],"_links":{"self":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/30494","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=30494"}],"version-history":[{"count":2,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/30494\/revisions"}],"predecessor-version":[{"id":30522,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/30494\/revisions\/30522"}],"wp:attachment":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=30494"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=30494"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=30494"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}