{"id":69381,"date":"2024-11-01T14:51:08","date_gmt":"2024-11-01T11:51:08","guid":{"rendered":"https:\/\/www.indir.com\/haber\/?p=69381"},"modified":"2024-11-01T14:51:10","modified_gmt":"2024-11-01T11:51:10","slug":"amd-nin-yapay-zeka-cipleri-9-hisse-dususunu-engelleyemedi","status":"publish","type":"post","link":"https:\/\/www.indir.com\/haber\/amd-nin-yapay-zeka-cipleri-9-hisse-dususunu-engelleyemedi\/","title":{"rendered":"AMD’nin Yapay Zeka \u00c7ipleri %9 Hisse D\u00fc\u015f\u00fc\u015f\u00fcn\u00fc Engelleyemedi"},"content":{"rendered":"\n

AMD, \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek finansal sonu\u00e7lar\u0131n\u0131 a\u00e7\u0131klad\u0131 ve sonu\u00e7lar beklentileri kar\u015f\u0131lasa da, gelecek \u00e7eyre\u011fe dair temkinli tahminler hisselerde \u00f6nemli bir d\u00fc\u015f\u00fc\u015fe yol a\u00e7t\u0131. \u015eirketin hisse de\u011feri, d\u00f6rd\u00fcnc\u00fc \u00e7eyrek i\u00e7in yap\u0131lan d\u00fc\u015f\u00fck gelir tahmini nedeniyle %9’dan fazla geriledi.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

\u00dc\u00e7\u00fcnc\u00fc \u00c7eyrek Sonu\u00e7lar\u0131 Beklentileri Kar\u015f\u0131lad\u0131<\/h2>\n\n\n\n

Eyl\u00fcl ay\u0131nda sona eren \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrekte AMD, hisse ba\u015f\u0131na 0,92 dolar kazan\u00e7 elde etti ve bu rakam analist beklentileriyle uyumlu oldu. Gelirler ise 6,82 milyar dolara ula\u015farak beklentilerin biraz \u00fczerinde ger\u00e7ekle\u015fti. \u00d6zellikle veri merkezi segmentindeki g\u00fc\u00e7l\u00fc performans, \u015firketin genel finansal sonu\u00e7lar\u0131n\u0131 olumlu etkiledi.<\/p>\n\n\n\n

Marka, d\u00f6rd\u00fcnc\u00fc \u00e7eyrek i\u00e7in gelir beklentisini 7,5 milyar dolar olarak duyurdu. Ancak bu rakam, y\u0131ll\u0131k bazda %22’lik bir d\u00fc\u015f\u00fc\u015fe i\u015faret ediyor. K\u00fcresel \u00e7ip talebindeki yava\u015flama ve ekonomik belirsizlikler, \u015firketin gelece\u011fe y\u00f6nelik tahminlerini etkiliyor ve yat\u0131r\u0131mc\u0131lar\u0131 endi\u015felendiriyor.<\/p>\n\n\n\n

\u015eirketin veri merkezi b\u00f6l\u00fcm\u00fc, yapay zeka uygulamalar\u0131na y\u00f6nelik grafik i\u015flemcilerinin y\u00fcksek talebi sayesinde \u00f6nemli bir b\u00fcy\u00fcme g\u00f6sterdi. Bu segmentin geliri, y\u0131ll\u0131k bazda iki kat artarak 3,5 milyar dolara ula\u015ft\u0131. AMD’nin yeni tan\u0131tt\u0131\u011f\u0131 MI235X yapay zeka \u00e7ipi, y\u00fcksek performans\u0131yla bu alandaki rekabet g\u00fcc\u00fcn\u00fc art\u0131rmay\u0131 hedefliyor.<\/p>\n\n\n\n

Yapay Zeka \u00c7iplerine Artan Talep<\/h2>\n\n\n\n

AMD, yapay zeka GPU pazar\u0131n\u0131n 2028 y\u0131l\u0131na kadar 500 milyar dolarl\u0131k bir hacme ula\u015fmas\u0131n\u0131 bekliyor. \u015eirket, bu y\u0131l i\u00e7in yapay zeka \u00e7ipi sat\u0131\u015f beklentisini 4,5 milyar dolardan 5 milyar dolara y\u00fckseltti. MI235X \u00e7iplerine olan y\u00fcksek m\u00fc\u015fteri talebi, bu beklentinin arkas\u0131ndaki en \u00f6nemli fakt\u00f6r olarak g\u00f6r\u00fcl\u00fcyor. Bu \u00e7iplerin, bulut hizmet sa\u011flay\u0131c\u0131lar\u0131 ve b\u00fcy\u00fck \u00f6l\u00e7ekli \u015firketlerin yapay zeka altyap\u0131lar\u0131n\u0131 desteklemesi ama\u00e7lan\u0131yor.<\/p>\n\n\n\n

Veri merkezi segmentindeki olumlu tabloya ra\u011fmen, AMD’nin di\u011fer i\u015f kollar\u0131nda d\u00fc\u015f\u00fc\u015fler ya\u015fand\u0131. \u00d6zellikle oyun segmentinde y\u0131ll\u0131k bazda %68 gibi ciddi bir gerileme kaydedildi. Bu durum, yar\u0131 \u00f6zel \u00e7ip talebindeki azalmaya ve oyun konsollar\u0131 i\u00e7in \u00fcretilen \u00e7iplerin d\u00fc\u015f\u00fck performans\u0131na ba\u011flan\u0131yor. G\u00f6m\u00fcl\u00fc \u00e7ip segmentinde de %25’lik bir d\u00fc\u015f\u00fc\u015f ya\u015fanarak sat\u0131\u015flar 927 milyon dolara geriledi.<\/p>\n\n\n\n

AMD’nin bilgisayar segmenti ise pozitif bir performans sergiledi. Microsoft’un “Copilot+” \u00f6zellikli y\u00fcksek performansl\u0131 diz\u00fcst\u00fc bilgisayarlar\u0131nda markan\u0131n \u00e7iplerinin kullan\u0131lmas\u0131, bu segmentin gelirlerini art\u0131rd\u0131. Y\u0131l baz\u0131nda %23’l\u00fck bir b\u00fcy\u00fcme ile segmentin geliri 1,9 milyar dolara ula\u015ft\u0131.<\/p>\n\n\n\n

CEO Lisa Su’dan A\u00e7\u0131klamalar<\/h2>\n\n\n\n

AMD CEO’su Lisa Su, makroekonomik zorluklara ra\u011fmen yapay zeka alan\u0131nda g\u00fc\u00e7l\u00fc bir b\u00fcy\u00fcme g\u00f6rd\u00fcklerini ve \u00f6zellikle veri merkezine y\u00f6nelik talebin y\u00fcksek oldu\u011funu ifade etti. Su, \u015firketin yapay zeka \u00e7iplerine yapt\u0131\u011f\u0131 yat\u0131r\u0131mlar\u0131n gelecekte \u00f6nemli f\u0131rsatlar yarataca\u011f\u0131n\u0131 belirtti.<\/p>\n\n\n\n

AMD’nin yapay zeka odakl\u0131 yeni \u00e7ip yat\u0131r\u0131mlar\u0131 ve veri merkezi segmentindeki g\u00fc\u00e7l\u00fc b\u00fcy\u00fcme, \u015firketin gelece\u011fi i\u00e7in olumlu sinyaller veriyor. Ancak oyun ve g\u00f6m\u00fcl\u00fc \u00e7ip segmentlerindeki talep d\u00fc\u015f\u00fc\u015fleri, \u015firketin dikkatle y\u00f6netmesi gereken riskler aras\u0131nda yer al\u0131yor. K\u00fcresel \u00e7ip pazar\u0131ndaki dalgalanmalar ve ekonomik belirsizlikler, AMD’nin finansal performans\u0131n\u0131 etkilemeye devam edebilir.<\/p>\n\n\n\n

AMD, \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrekte beklentileri kar\u015f\u0131layan finansal sonu\u00e7lar a\u00e7\u0131klasa da, d\u00f6rd\u00fcnc\u00fc \u00e7eyrek i\u00e7in yap\u0131lan temkinli tahminler yat\u0131r\u0131mc\u0131lar\u0131n endi\u015felerini art\u0131rd\u0131. \u015eirketin yapay zeka ve veri merkezi alanlar\u0131ndaki yat\u0131r\u0131mlar\u0131 gelece\u011fe umutla bakmas\u0131n\u0131 sa\u011flarken, di\u011fer segmentlerdeki d\u00fc\u015f\u00fc\u015flerin nas\u0131l y\u00f6netilece\u011fi merak konusu.<\/p>\n\n\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

AMD, \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek finansal sonu\u00e7lar\u0131n\u0131 a\u00e7\u0131klad\u0131 ve sonu\u00e7lar beklentileri kar\u015f\u0131lasa da, gelecek \u00e7eyre\u011fe dair temkinli tahminler hisselerde \u00f6nemli bir d\u00fc\u015f\u00fc\u015fe yol a\u00e7t\u0131. \u015eirketin hisse de\u011feri, d\u00f6rd\u00fcnc\u00fc \u00e7eyrek i\u00e7in yap\u0131lan d\u00fc\u015f\u00fck gelir tahmini nedeniyle %9’dan fazla geriledi. \u00dc\u00e7\u00fcnc\u00fc \u00c7eyrek Sonu\u00e7lar\u0131 Beklentileri Kar\u015f\u0131lad\u0131 Eyl\u00fcl ay\u0131nda sona eren \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrekte AMD, hisse ba\u015f\u0131na 0,92 dolar kazan\u00e7 elde etti […]<\/p>\n","protected":false},"author":78,"featured_media":69383,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[53],"tags":[67],"class_list":["post-69381","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-girisimcilik","tag-amd"],"_links":{"self":[{"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/posts\/69381","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/users\/78"}],"replies":[{"embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/comments?post=69381"}],"version-history":[{"count":0,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/posts\/69381\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/media\/69383"}],"wp:attachment":[{"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/media?parent=69381"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/categories?post=69381"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/tags?post=69381"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}