{"id":83904,"date":"2026-01-13T17:00:00","date_gmt":"2026-01-13T14:00:00","guid":{"rendered":"https:\/\/www.indir.com\/haber\/?p=83904"},"modified":"2026-01-13T16:00:56","modified_gmt":"2026-01-13T13:00:56","slug":"yatirimcilar-yapay-zeka-icin-teknoloji-devleri-yerine-enerji-sirketlerini-seciyor","status":"publish","type":"post","link":"https:\/\/www.indir.com\/haber\/yatirimcilar-yapay-zeka-icin-teknoloji-devleri-yerine-enerji-sirketlerini-seciyor\/","title":{"rendered":"Yat\u0131r\u0131mc\u0131lar Yapay Zeka \u0130\u00e7in Teknoloji Devleri Yerine Enerji \u015eirketlerini Se\u00e7iyor!"},"content":{"rendered":"\n<p>Yapay zek\u00e2 devrimi 2026 y\u0131l\u0131nda yeni bir evreye girerken, yat\u0131r\u0131mc\u0131lar art\u0131k sadece yaz\u0131l\u0131m ve \u00e7ip \u00fcreticilerine odaklanm\u0131yor. D\u00fcnyan\u0131n en b\u00fcy\u00fck fon y\u00f6neticisi BlackRock, yay\u0131nlad\u0131\u011f\u0131 son raporda yat\u0131r\u0131mc\u0131lar\u0131n yapay zek\u00e2 bahislerinde &#8220;Big Tech&#8221;  yerine enerji sa\u011flay\u0131c\u0131lar\u0131n\u0131 ve altyap\u0131 \u015firketlerini tercih etmeye ba\u015flad\u0131\u011f\u0131n\u0131 duyurdu.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">1. Enerji Sa\u011flay\u0131c\u0131lar\u0131 ve Altyap\u0131 Yat\u0131r\u0131mlar\u0131 \u00d6ne \u00c7\u0131k\u0131yor<\/h2>\n\n\n\n<p>BlackRock\u2019\u0131n analizine g\u00f6re, yapay zek\u00e2 modellerinin \u00e7al\u0131\u015fmas\u0131 i\u00e7in gereken devasa veri merkezleri, e\u015fi benzeri g\u00f6r\u00fclmemi\u015f bir elektrik talebi yarat\u0131yor.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Darbo\u011faz Enerji:<\/strong> Teknoloji \u015firketleri ne kadar geli\u015fmi\u015f olursa olsun, enerji arz\u0131 k\u0131s\u0131tl\u0131 oldu\u011fu s\u00fcrece b\u00fcy\u00fcmeleri engelleniyor.<\/li>\n\n\n\n<li><strong>Stratejik Tercih:<\/strong> Yat\u0131r\u0131mc\u0131lar, n\u00fckleer, yenilenebilir enerji ve \u015febeke modernizasyonu yapan \u015firketlerin, yapay zek\u00e2 ekosisteminin &#8220;yeni alt\u0131n madeni&#8221; oldu\u011funu d\u00fc\u015f\u00fcn\u00fcyor.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">2. Big Tech Yerine Neden Enerji \u015eirketleri Tercih Ediliyor?<\/h2>\n\n\n\n<p>B\u00fcy\u00fck teknoloji \u015firketlerinin (Meta, Google, Microsoft) de\u011ferlemeleri tarihsel zirvelere ula\u015f\u0131rken, yat\u0131r\u0131mc\u0131lar daha uygun maliyetli ve b\u00fcy\u00fcme potansiyeli y\u00fcksek alanlara y\u00f6neliyor.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Yapay Zek\u00e2 Enerji \u0130htiyac\u0131:<\/strong> BlackRock, veri merkezlerinin enerji t\u00fcketiminin 2030 y\u0131l\u0131na kadar iki kat\u0131na \u00e7\u0131kaca\u011f\u0131n\u0131 \u00f6ng\u00f6r\u00fcyor. Bu durum, enerji sa\u011flay\u0131c\u0131lar\u0131n\u0131 do\u011frudan yapay zek\u00e2 kazanc\u0131na ortak ediyor.<\/li>\n\n\n\n<li><strong>S\u00fcrd\u00fcr\u00fclebilirlik ve Karl\u0131l\u0131k:<\/strong> \u00d6zellikle n\u00fckleer enerji ve ak\u0131ll\u0131 \u015febeke \u00e7\u00f6z\u00fcmleri sunan firmalar, teknoloji devleriyle yapt\u0131klar\u0131 uzun vadeli anla\u015fmalar sayesinde yat\u0131r\u0131mc\u0131lar\u0131n radar\u0131nda ilk s\u0131raya yerle\u015fti.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">3. BlackRock&#8217;\u0131n 2026 Yat\u0131r\u0131m \u00d6ng\u00f6r\u00fcleri<\/h2>\n\n\n\n<p>BlackRock\u2019\u0131n raporu, 2026 y\u0131l\u0131nda piyasalar\u0131n sadece &#8220;kimin daha iyi AI yapt\u0131\u011f\u0131na&#8221; de\u011fil, &#8220;bu AI&#8217;y\u0131 kimin besleyebildi\u011fine&#8221; bakaca\u011f\u0131n\u0131 g\u00f6steriyor.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Hisse Senedi Performans\u0131:<\/strong> Kamu hizmetleri ve enerji sekt\u00f6r\u00fc hisseleri, teknoloji endekslerini performans olarak yakalamaya ba\u015flad\u0131.<\/li>\n\n\n\n<li><strong>Yeni Favoriler:<\/strong> Veri merkezi so\u011futma sistemleri, trafo \u00fcreticileri ve temiz enerji sa\u011flay\u0131c\u0131lar\u0131 2026\u2019n\u0131n en \u00e7ok kazand\u0131ranlar\u0131 olmaya aday.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Yapay zek\u00e2 devrimi 2026 y\u0131l\u0131nda yeni bir evreye girerken, yat\u0131r\u0131mc\u0131lar art\u0131k sadece yaz\u0131l\u0131m ve \u00e7ip \u00fcreticilerine odaklanm\u0131yor. D\u00fcnyan\u0131n en b\u00fcy\u00fck fon y\u00f6neticisi BlackRock, yay\u0131nlad\u0131\u011f\u0131 son raporda yat\u0131r\u0131mc\u0131lar\u0131n yapay zek\u00e2 bahislerinde &#8220;Big Tech&#8221; yerine enerji sa\u011flay\u0131c\u0131lar\u0131n\u0131 ve altyap\u0131 \u015firketlerini tercih etmeye ba\u015flad\u0131\u011f\u0131n\u0131 duyurdu. 1. Enerji Sa\u011flay\u0131c\u0131lar\u0131 ve Altyap\u0131 Yat\u0131r\u0131mlar\u0131 \u00d6ne \u00c7\u0131k\u0131yor BlackRock\u2019\u0131n analizine g\u00f6re, yapay zek\u00e2 [&hellip;]<\/p>\n","protected":false},"author":61,"featured_media":83906,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[53,12053],"tags":[7940,7644],"class_list":["post-83904","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-girisimcilik","category-yapay-zeka","tag-ai","tag-yapay-zeka"],"_links":{"self":[{"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/posts\/83904","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\/61"}],"replies":[{"embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/comments?post=83904"}],"version-history":[{"count":1,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/posts\/83904\/revisions"}],"predecessor-version":[{"id":83907,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/posts\/83904\/revisions\/83907"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/media\/83906"}],"wp:attachment":[{"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/media?parent=83904"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/categories?post=83904"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/tags?post=83904"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}