{"id":73846,"date":"2024-07-31T22:00:06","date_gmt":"2024-07-31T22:00:06","guid":{"rendered":"https:\/\/kamucalisani.net\/?p=73846"},"modified":"2024-07-31T22:00:06","modified_gmt":"2024-07-31T22:00:06","slug":"amd-yapay-zeka-cipi-sirketi-haline-geliyor-gelirler-ucusa-gecti","status":"publish","type":"post","link":"https:\/\/kamucalisani.net\/index.php\/2024\/07\/31\/amd-yapay-zeka-cipi-sirketi-haline-geliyor-gelirler-ucusa-gecti\/","title":{"rendered":"AMD, yapay zeka \u00e7ipi \u015firketi haline geliyor: Gelirler u\u00e7u\u015fa ge\u00e7ti"},"content":{"rendered":"<p><figure> <span> <img decoding=\"async\" src=\"https:\/\/kamucalisani.net\/wp-content\/uploads\/2024\/07\/amd-yapay-zeka-cipi-sirketi-haline-geliyor-gelirler-ucusa-gecti-0-64jBFTiW.jpg\"\/> <\/span> <strong>AMD<\/strong>, k\u0131sa bir s\u00fcre \u00f6nce 2024\u2019\u00fcn ikinci \u00e7eyre\u011fine ili\u015fkin kazan\u00e7lar\u0131n\u0131 a\u00e7\u0131klad\u0131. Firman\u0131n a\u00e7\u0131klad\u0131\u011f\u0131 finansal sonu\u00e7lar b\u00fcy\u00fck \u00f6nem ta\u015f\u0131yor. \u00c7\u00fcnk\u00fc, AMD\u2019nin gelirlerinin neredeyse yar\u0131s\u0131 art\u0131k <strong>veri merkezi \u00fcr\u00fcnleri<\/strong> taraf\u0131ndan geliyor. Daha \u00f6nceki d\u00f6nemlerde firman\u0131n ana gelir kayna\u011f\u0131n\u0131 ki\u015fisel bilgisayarlar i\u00e7in \u00fcretilen i\u015flemciler, oyun konsollar\u0131, end\u00fcstri veya ara\u00e7lar i\u00e7in g\u00f6m\u00fcl\u00fc \u00e7iplerden geliyordu. Dolay\u0131s\u0131yla AMD, <strong>Nvidia\u2019n\u0131n yolundan ilerliyor<\/strong> gibi g\u00f6r\u00fcn\u00fcyor. <\/figure>\n<p><b>AMD, Nvidia\u2019n\u0131n yolunda<\/b><\/p>\n<p>AMD taraf\u0131ndan yap\u0131lan a\u00e7\u0131klamaya g\u00f6re \u015firket, ilgili \u00e7eyrekte y\u0131ll\u0131k <strong>y\u00fczde 9 b\u00fcy\u00fcme<\/strong> ile <strong>5,84 milyar dolar gelir<\/strong> elde etti. Firman\u0131n <strong>net gelirleri<\/strong> ise 27 milyon dolar seviyesinden <strong>y\u00fczde 881<\/strong> artarak <strong>265 milyon<\/strong> dolara \u00e7\u0131kt\u0131. \u015eirketin ana gelir kayna\u011f\u0131 haline gelen ve firman\u0131n <strong>yapay zeka \u00e7ip<\/strong> sat\u0131\u015flar\u0131n\u0131 i\u00e7eren <strong>Veri Merkezi<\/strong> segmentinin gelirleri <strong>y\u00fczde 115<\/strong> artarak <strong>2,8 milyar<\/strong> <strong>dolara<\/strong> y\u00fckseldi.<\/p>\n<figure> <span> <img decoding=\"async\" src=\"https:\/\/kamucalisani.net\/wp-content\/uploads\/2024\/07\/amd-yapay-zeka-cipi-sirketi-haline-geliyor-gelirler-ucusa-gecti-1-qx5nOLxX.jpg\"\/> <\/span> AMD\u2019nin veri merkezlerindeki y\u00fckseli\u015fi b\u00fcy\u00fck \u00f6l\u00e7\u00fcde Nvidia\u2019n\u0131n H100 AI \u00e7ipiyle rekabet eden <strong>MI300<\/strong> \u00e7ipleri y\u00f6nlendirdi. AMD CEO&#8217;su <strong>Lisa Su<\/strong>, MI300 \u00e7iplerinden elde edilen gelirin \u00e7eyrek boyunca 1 milyar dolar\u0131 a\u015ft\u0131\u011f\u0131n\u0131 s\u00f6yledi. AMD, 2024 y\u0131l\u0131nda 4 milyar dolarl\u0131k veri merkezi GPU geliri bekliyordu ancak \u015fimdi bu rakam 4,5 milyar dolara \u00e7\u0131kart\u0131ld\u0131. <\/figure>\n<p>AMD ayr\u0131ca Nvidia gibi her y\u0131l yeni yapay zeka \u00e7ipleri \u00e7\u0131karaca\u011f\u0131n\u0131 a\u00e7\u0131klam\u0131\u015ft\u0131. Firma, son \u00e7eyrekte <strong>MI325X<\/strong> \u00e7ipini, gelecek y\u0131l <strong>MI350<\/strong> ve 2026\u2019da <strong>MI400<\/strong>&#8216;\u00fc piyasaya s\u00fcrecek. Su, MI350&#8217;nin Nvidia&#8217;n\u0131n bu y\u0131l\u0131n ba\u015flar\u0131nda tan\u0131tt\u0131\u011f\u0131 yapay zeka i\u00e7in \u201cd\u00fcnyan\u0131n en g\u00fc\u00e7l\u00fc \u00e7ipi\u201d olarak ifade etti\u011fi <strong>Blackwell \u00e7\u00f6z\u00fcmlerine kar\u015f\u0131 \u00e7ok rekabet\u00e7i olaca\u011f\u0131n\u0131<\/strong> s\u00f6yledi.<\/p>\n<figure> <span> <img decoding=\"async\" src=\"https:\/\/kamucalisani.net\/wp-content\/uploads\/2024\/07\/amd-yapay-zeka-cipi-sirketi-haline-geliyor-gelirler-ucusa-gecti-2-wIOjT5Um.jpg\"\/> <\/span> \u00d6te yandan AMD&#8217;nin ki\u015fisel bilgisayar <strong>CPU ve GPU<\/strong> i\u015fleri ge\u00e7ti\u011fimiz \u00e7eyrekte d\u00fc\u015f\u00fc\u015f de\u011fil <strong>art\u0131\u015f g\u00f6sterdi<\/strong>. PC sat\u0131\u015flar\u0131 \u015firketin \u0130stemci segmentinde raporlan\u0131yor ve burada AMD, y\u00fczde 49 art\u0131\u015fla 1,5 milyar dolara ula\u015ft\u0131. Firma, Radeon 6000 GPU&#8217;lar\u0131n\u0131n sat\u0131\u015flar\u0131n\u0131n y\u0131ldan y\u0131la artt\u0131\u011f\u0131n\u0131 s\u00f6yledi ancak konsollar\u0131 da kapsayan Oyun gelirleri y\u00fczde 59 d\u00fc\u015f\u00fc\u015f ile 648 milyon dolara geriledi. <\/figure>\n<p>Ekran kartlar\u0131nda ve GPU\u2019larda gerileme anla\u015f\u0131labilir zira hem konsol sat\u0131\u015flar\u0131 art\u0131k d\u00fc\u015fm\u00fc\u015f durumda hem de oyuncular yeni \u00e7\u00f6z\u00fcmleri beklemekte. AMD\u2019nin veri merkezi taraf\u0131nda Nvidia ile rekabet edebilmesi olduk\u00e7a \u00f6nemli. Nvidia halihaz\u0131rda o tarafta adeta bir tekel konumunda. Zaten bunu a\u00e7\u0131lanan gelirlerden de g\u00f6rebiliyoruz: 2,8 milyar dolara kar\u015f\u0131l\u0131k Nvidia&#8217;n\u0131n bir \u00e7eyrekte 22,6 milyar dolar elde etmesi gibi. Ancak AMD i\u00e7in gelecek olumlu g\u00f6r\u00fcn\u00fcyor.<\/p>\n\n<p>Kaynak\u00a0 :\u00a0<span style=\"background-color: rgb(255, 249, 236); color: rgb(55, 58, 60); font-size: 14px;\">https:\/\/www.donanimhaber.com\/amd-yapay-zeka-cipi-sirketi-haline-geliyor-gelirler-ucusa-gecti&#8211;180092<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>AMD, k\u0131sa bir s\u00fcre \u00f6nce 2024\u2019\u00fcn ikinci \u00e7eyre\u011fine ili\u015fkin kazan\u00e7lar\u0131n\u0131 a\u00e7\u0131klad\u0131. Firman\u0131n a\u00e7\u0131klad\u0131\u011f\u0131 finansal sonu\u00e7lar b\u00fcy\u00fck \u00f6nem ta\u015f\u0131yor. \u00c7\u00fcnk\u00fc, AMD\u2019nin gelirlerinin neredeyse yar\u0131s\u0131 art\u0131k veri merkezi \u00fcr\u00fcnleri taraf\u0131ndan geliyor. Daha \u00f6nceki &#8230;<\/p>\n","protected":false},"author":1,"featured_media":73847,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[68,480,141,1051,164],"class_list":["post-73846","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-teknoloji","tag-amd","tag-cip","tag-gelir","tag-milyar-dolar","tag-nvidia"],"_links":{"self":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/73846","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/comments?post=73846"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/73846\/revisions"}],"predecessor-version":[{"id":73851,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/73846\/revisions\/73851"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/media\/73847"}],"wp:attachment":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/media?parent=73846"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/categories?post=73846"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/tags?post=73846"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}