{"id":49773,"date":"2026-10-30T17:49:05","date_gmt":"2026-10-30T15:49:05","guid":{"rendered":"https:\/\/kuzeyinsesi.org\/index.php\/2026\/10\/30\/yapay-zeka-googlea-500-milyar-dolar-kaybettirdi\/"},"modified":"2026-10-30T17:49:05","modified_gmt":"2026-10-30T15:49:05","slug":"yapay-zeka-googlea-500-milyar-dolar-kaybettirdi","status":"publish","type":"post","link":"https:\/\/kuzeyinsesi.org\/index.php\/2026\/10\/30\/yapay-zeka-googlea-500-milyar-dolar-kaybettirdi\/","title":{"rendered":"Yapay zeka Google'a 500 milyar dolar kaybettirdi"},"content":{"rendered":"

<\/p>\n

\n


\n\tGoogle, arama sonu\u00e7lar\u0131ndaki yapay zeka<\/a> (AI) \u00f6zetlerinin reklam gelirini etkiledi\u011fini a\u00e7\u0131klamas\u0131n\u0131n ard\u0131ndan yat\u0131r\u0131mc\u0131lar\u0131 o kadar korkuttu ki, hisseleri son alt\u0131 ay\u0131n en d\u00fc\u015f\u00fck seviyesine geriledi.<\/p>\n


\n\tMicrosoft<\/a> ve Amazon<\/a> da bu hafta yat\u0131r\u0131mc\u0131lar\u0131 bilgilendirdi ve devam eden yapay zeka yar\u0131\u015f\u0131nda astronomik miktarda nakit harcama planlar\u0131na kat\u0131ld\u0131.<\/p>\n


\n\tAncak yat\u0131r\u0131mc\u0131lar, bu planlar\u0131n her birinin temel i\u015f kollar\u0131n\u0131 b\u00fcy\u00fctmeye devam etme becerisi \u00fczerindeki etkilerinden dolay\u0131 deh\u015fete d\u00fc\u015fm\u00fc\u015f g\u00f6r\u00fcn\u00fcyordu.<\/p>\n


\n\tGoogle<\/a> AI temel faaliyet alan\u0131 olan aramay\u0131 yiyor<\/h2>\n


\n\t\u0130lk bak\u0131\u015fta Google’\u0131n ana \u015firketi Alphabet’in \u00fc\u00e7 ayl\u0131k sonu\u00e7lar\u0131 hi\u00e7 de fena de\u011fildi.<\/p>\n


\n\tToplam gelir ge\u00e7en y\u0131la k\u0131yasla y\u00fczde 25 artarak 127,6 milyar dolara ula\u015ft\u0131. Gelirin y\u00fczde 103 artarak neredeyse 31 milyar dolara ula\u015ft\u0131\u011f\u0131 Google Cloud’un devam eden ba\u015far\u0131s\u0131 da buna katk\u0131 sa\u011flad\u0131.<\/p>\n


\n\tAncak \u015firketin k\u00e2r\u0131 \u00e7eyrek boyunca y\u00fczde 25 gibi \u00f6nemli bir oranda d\u00fc\u015ft\u00fc. Halka a\u00e7\u0131k bir \u015firket oldu\u011fu tarihte ikinci kez serbest nakit ak\u0131\u015f\u0131 negatif \u00e7\u0131kt\u0131, bu kez 9 milyar dolar\u0131 a\u015ft\u0131. Bu, Alphabet’in sadece \u00fc\u00e7 ay \u00f6nce g\u00f6sterdi\u011fi nakit kayb\u0131n\u0131n neredeyse iki kat\u0131.<\/p>\n


\n\tNakit ak\u0131\u015f\u0131, bir \u015firketin operasyonlar ve yat\u0131r\u0131mlar i\u00e7in \u00f6deme yapt\u0131ktan sonra elinde tuttu\u011fu paray\u0131 temsil ediyor, yani Alphabet art\u0131k getirdi\u011finden daha fazla para harc\u0131yor. Bu yeni harcama seviyesi neredeyse tamamen Google’\u0131n yapay zeka yat\u0131r\u0131mlar\u0131na adanm\u0131\u015f durumda.<\/p>\n


\n\tPer\u015fembe g\u00fcn\u00fcn\u00fcn sonunda \u015firketin toplam borsa<\/a> de\u011feri bir \u00f6nceki g\u00fcnk\u00fc 3,97 trilyon dolardan 3,46 trilyon dolara geriledi.<\/p>\n


\n\tGoogle’\u0131n her yerde bulunan arama motoru art\u0131k bir ki\u015finin sorgusunun yapay zeka \u00f6zetlerini varsay\u0131lan olarak sunuyor ve bu da \u00e7eyrek boyunca satabildi\u011fi reklam say\u0131s\u0131n\u0131 etkiledi.<\/p>\n


\n\tGoogle Arama sonu\u00e7lar\u0131yla birlikte g\u00f6r\u00fcnen reklamlar\u0131n sat\u0131\u015f\u0131 Alphabet’in i\u015finin b\u00fcy\u00fck bir k\u0131sm\u0131n\u0131 olu\u015fturuyor.<\/p>\n


\n\tForrester’da ba\u015f analist olan Tracy Woo, Alphabet’in hayal k\u0131r\u0131kl\u0131\u011f\u0131 yaratan arama i\u015fi sonu\u00e7lar\u0131n\u0131n, yerle\u015fik i\u015fletmelerin g\u00fcc\u00fcn\u00fc korurken devasa yapay zeka yat\u0131r\u0131mlar\u0131n\u0131 finanse etme zorlu\u011funu vurgulad\u0131\u011f\u0131n\u0131 s\u00f6yledi.<\/p>\n


\n\tGoogle’\u0131n ba\u015f i\u015fletme sorumlusu Phillip Schindler \u00e7ar\u015famba g\u00fcn\u00fc, arama motorunun yapay zeka odakl\u0131 s\u00fcr\u00fcm\u00fcyle ilgili gidi\u015fat hakk\u0131nda \u00e7ok iyi hissetti\u011fini s\u00f6ylemesine ra\u011fmen, \u015firketin hisseleri per\u015fembe g\u00fcn\u00fc neredeyse y\u00fczde 13 d\u00fc\u015ferek bu y\u0131lki en d\u00fc\u015f\u00fck ikinci performans\u0131n\u0131 sergiledi.<\/p>\n


\n\tYat\u0131r\u0131mc\u0131lar Amazon’un trilyon dolarl\u0131k i\u015f umutlar\u0131n\u0131 sat\u0131n alm\u0131yor<\/h2>\n


\n\tAmazon’un hisseleri de yat\u0131r\u0131mc\u0131lar\u0131 hayal k\u0131r\u0131kl\u0131\u011f\u0131na u\u011fratan sonu\u00e7lar payla\u015fmas\u0131n\u0131n ard\u0131ndan per\u015fembe g\u00fcn\u00fc darbe<\/a> ald\u0131. \u015eirketin hisseleri mesai sonras\u0131 hisse senedi i\u015flemlerinde y\u00fczde 6 d\u00fc\u015ft\u00fc.<\/p>\n


\n\tY\u00fczde 11’lik \u00e7eyreklik sat\u0131\u015f b\u00fcy\u00fcmesinin yan\u0131 s\u0131ra 201 milyar dolara ula\u015fan \u015firket, eksi 42 milyar dolarl\u0131k sars\u0131c\u0131 bir nakit ak\u0131\u015f\u0131 rakam\u0131 payla\u015ft\u0131.<\/p>\n


\n\tBu rakam, Amazon’un sadece kazand\u0131\u011f\u0131ndan daha fazla para harcamad\u0131\u011f\u0131n\u0131, ayn\u0131 zamanda bu harcaman\u0131n \u00fc\u00e7 ayl\u0131k s\u00fcre zarf\u0131nda alt\u0131 kat artt\u0131\u011f\u0131n\u0131 g\u00f6steriyor.<\/p>\n


\n\t\u0130cra Kurulu Ba\u015fkan\u0131 Andy Jassy, \u015firketin gelecekte Amazon’a 1 trilyon dolar<\/a> kazand\u0131rabilecek bir de\u011fil iki i\u015f f\u0131rsat\u0131na sahip oldu\u011fu i\u00e7in harcama yapt\u0131\u011f\u0131n\u0131 iddia etti.<\/p>\n


\n\tJassy bu iki Amazon i\u015finin ne olabilece\u011fini belirtmedi. Ancak finansal analistlerle yapt\u0131\u011f\u0131 bir g\u00f6r\u00fc\u015fmede, Amazon’un kendi bilgisayar \u00e7iplerini \u00fcretip satmas\u0131n\u0131n yan\u0131 s\u0131ra \u00f6deme yapan kullan\u0131c\u0131lara \u00e7o\u011fu b\u00fcy\u00fck yapay zeka modeline ve arac\u0131na eri\u015fim sunan yapay zeka geli\u015ftirici platformu Bedrock’un sundu\u011fu finansal f\u0131rsattan defalarca bahsetti.<\/p>\n


\n\tJassy, \u015firketin harcamalar\u0131n\u0131 a\u00e7\u0131klamas\u0131 birka\u00e7 kez istenince, bunlar\u0131n \u00f6n\u00fcm\u00fczdeki 25 y\u0131la yay\u0131lmas\u0131n\u0131n daha uygun olaca\u011f\u0131n\u0131 itiraf etti ancak i\u00e7inde ya\u015fad\u0131klar\u0131 d\u00fcnyan\u0131n b\u00f6yle olmad\u0131\u011f\u0131n\u0131 s\u00f6zlerine ekledi. Jassy, bu plan\u0131 finanse edebileceklerini ve bunun Amazon’un boyutunu, gelirini ve serbest nakit ak\u0131\u015f\u0131n\u0131 sonsuza dek de\u011fi\u015ftirece\u011fini d\u00fc\u015f\u00fcnd\u00fc\u011f\u00fcn\u00fc belirtti.<\/p>\n


\n\tMicrosoft yapay zekan\u0131n ger\u00e7ek de\u011ferini sorgulat\u0131yor<\/h2>\n


\n\tWall Street, Microsoft’un g\u00fcncellemesine daha az hevesle tepki verdi ve hisseler per\u015fembe g\u00fcn\u00fc y\u00fczde 1’den daha az d\u00fc\u015ft\u00fc.<\/p>\n


\n\tAyn\u0131 zamanda OpenAI’\u0131n en b\u00fcy\u00fck yat\u0131r\u0131mc\u0131lar\u0131ndan biri olan \u015firket, yapay zekaya adanm\u0131\u015f yat\u0131r\u0131mlara yakla\u015f\u0131k 5 milyar dolar daha az harcad\u0131. Ayr\u0131ca bu haftan\u0131n ba\u015flar\u0131nda \u015firketin maliyetlerini daha da azaltacak olan binlerce i\u015f\u00e7iyi i\u015ften \u00e7\u0131karma planlar\u0131n\u0131 a\u00e7\u0131klad\u0131.<\/p>\n


\n\tBu arada geliri ge\u00e7en y\u0131la g\u00f6re y\u00fczde 19 artarak \u00e7eyrek i\u00e7in 92,3 milyar dolara ula\u015ft\u0131. \u00d6nemli bulut i\u015fi y\u00fczde 30 b\u00fcy\u00fcyerek 63 milyar dolara \u00e7\u0131kt\u0131.<\/p>\n


\n\t\u0130cra Kurulu Ba\u015fkan\u0131 Satya Nadella, Microsoft’un yapay zeka sohbet robotu ve arac\u0131 Copilot kullan\u0131m\u0131n\u0131n temmuz ay\u0131ndan bu yana neredeyse iki kat\u0131na \u00e7\u0131kan otomatikle\u015ftirilmi\u015f g\u00f6revler g\u00f6rd\u00fc\u011f\u00fcn\u00fc, g\u00fcnl\u00fck kullan\u0131c\u0131lar\u0131n ise bir y\u0131l \u00f6ncesine g\u00f6re y\u00fczde 500 artt\u0131\u011f\u0131n\u0131 s\u00f6yledi.<\/p>\n


\n\tGenellikle daha d\u00fc\u015f\u00fck harcama ve artan sat\u0131\u015flar yat\u0131r\u0131mc\u0131lardan olumlu bir tepki al\u0131r.<\/p>\n


\n\tAncak Woo, Wall Street’in yapay zeka etraf\u0131ndaki b\u00fcy\u00fck vaatlerini ger\u00e7ekten yerine getirecek i\u015fletmeler s\u00f6z konusu oldu\u011funda gelece\u011fe daha fazla bakmaya \u00e7al\u0131\u015ft\u0131\u011f\u0131n\u0131 s\u00f6yledi.<\/p>\n


\n\tWoo, Microsoft’un sonu\u00e7lar\u0131n\u0131n yapay zekaya y\u00f6nelik kurumsal talebin g\u00fc\u00e7l\u00fc olmaya devam etti\u011fini peki\u015ftirdi\u011fini ancak teknoloji end\u00fcstrisinin kar\u015f\u0131 kar\u015f\u0131ya oldu\u011fu \u00e7ok daha b\u00fcy\u00fck bir soruyu, yani yapay zeka de\u011ferinin nihayetinde nerede yakalanaca\u011f\u0131n\u0131 da vurgulad\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n<\/p><\/div>\n","protected":false},"excerpt":{"rendered":"

Google, arama sonu\u00e7lar\u0131ndaki yapay zeka (AI) \u00f6zetlerinin reklam gelirini etkiledi\u011fini a\u00e7\u0131klamas\u0131n\u0131n ard\u0131ndan yat\u0131r\u0131mc\u0131lar\u0131 o kadar korkuttu ki, hisseleri son alt\u0131 ay\u0131n en d\u00fc\u015f\u00fck seviyesine geriledi. Microsoft ve Amazon da bu hafta yat\u0131r\u0131mc\u0131lar\u0131 bilgilendirdi ve devam eden yapay zeka yar\u0131\u015f\u0131nda astronomik miktarda nakit harcama planlar\u0131na kat\u0131ld\u0131. Ancak yat\u0131r\u0131mc\u0131lar, bu planlar\u0131n her birinin temel […]<\/p>\n","protected":false},"author":1,"featured_media":30731,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"jnews-multi-image_gallery":[],"jnews_single_post":[],"jnews_primary_category":[],"jnews_social_meta":[],"jnews_override_counter":[],"footnotes":""},"categories":[2],"tags":[],"class_list":["post-49773","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya"],"yoast_head":"\nYapay zeka Google'a 500 milyar dolar kaybettirdi - Kuzeyin Sesi<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/kuzeyinsesi.org\/index.php\/2026\/10\/30\/yapay-zeka-googlea-500-milyar-dolar-kaybettirdi\/\" \/>\n<meta property=\"og:locale\" content=\"tr_TR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Yapay zeka Google'a 500 milyar dolar kaybettirdi - Kuzeyin Sesi\" \/>\n<meta property=\"og:description\" content=\" Google, arama sonu\u00e7lar\u0131ndaki yapay zeka (AI) \u00f6zetlerinin reklam gelirini etkiledi\u011fini a\u00e7\u0131klamas\u0131n\u0131n ard\u0131ndan yat\u0131r\u0131mc\u0131lar\u0131 o kadar korkuttu ki, hisseleri son alt\u0131 ay\u0131n en d\u00fc\u015f\u00fck seviyesine geriledi. 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