{"id":80129,"date":"2025-09-11T09:32:04","date_gmt":"2025-09-11T09:32:04","guid":{"rendered":"https:\/\/ikimisli.tr\/?p=80129"},"modified":"2025-09-11T09:32:04","modified_gmt":"2025-09-11T09:32:04","slug":"dunyanin-en-zengininin-tahti-sallaniyor-70-milyar-dolarlik-kazancla-muska-rakip-oldu","status":"publish","type":"post","link":"https:\/\/ikimisli.tr\/index.php\/2025\/09\/11\/dunyanin-en-zengininin-tahti-sallaniyor-70-milyar-dolarlik-kazancla-muska-rakip-oldu\/","title":{"rendered":"D\u00fcnyan\u0131n en zengininin taht\u0131 sallan\u0131yor: 70 milyar dolarl\u0131k kazan\u00e7la Musk&#8217;a rakip oldu"},"content":{"rendered":"<p>Oracle, Sal\u0131 g\u00fcn\u00fc piyasa kapan\u0131\u015f\u0131 sonras\u0131 yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, yapay zek\u00e2 takviyeli bulut gelirlerinin 2030 mali y\u0131l\u0131na kadar 144 milyar dolara ula\u015fabilece\u011fini \u00f6ng\u00f6rd\u00fc. Bu y\u0131l 20 milyar dolar\u0131n alt\u0131nda kalan say\u0131n\u0131n neredeyse 7 kat artaca\u011f\u0131na dair bu beklenti, yat\u0131r\u0131mc\u0131lar\u0131 \u015fa\u015fk\u0131na \u00e7evirdi.<\/p>\n<p>Guggenheim Securities\u2019ten John DiFucci \u201cetkilendim\u201d derken, TD Cowen\u2019den Derrick Wood \u201ctarihi bir \u00e7eyrek\u201d yorumunu yapt\u0131. Deutsche Bank analisti Brad Zelnick ise \u201cHepimiz olumlu manada \u015foktay\u0131z\u201d tabirleriyle tabloyu \u00f6zetledi.<\/p>\n<p>\u00a0<\/p>\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\">\n<p lang=\"en\" dir=\"ltr\">BREAKING: Oracle stock, <a href=\"https:\/\/twitter.com\/search?q=%24ORCL&amp;src=ctag&amp;ref_src=twsrc%5Etfw\" rel=\"nofollow noopener\" target=\"_blank\">$ORCL<\/a>, surges over +23% after reporting earnings with a +359% increase in contracted revenue.<\/p>\n<p>As we continue to reiterate, we are still so early in the AI Revolution. <a href=\"https:\/\/t.co\/ZuepvHiMZC\" rel=\"nofollow\">pic.twitter.com\/ZuepvHiMZC<\/a><\/p>\n<p>&mdash; The Kobeissi Letter (@KobeissiLetter) <a href=\"https:\/\/twitter.com\/KobeissiLetter\/status\/1965520599226483058?ref_src=twsrc%5Etfw\" rel=\"nofollow noopener\" target=\"_blank\">September 9, 2025<\/a><\/p><\/blockquote>\n<p><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/p>\n<p><b>144 M\u0130LYAR DOALRLIK HEDEF<\/b><\/p>\n<p>Oracle idaresi, bu mali y\u0131l i\u00e7in bulut altyap\u0131s\u0131 gelirlerinde y\u00fczde 77 art\u0131\u015f beklediklerini ve yakla\u015f\u0131k 18 milyar dolara ula\u015facaklar\u0131n\u0131 belirtti. Uzun vadede ise ama\u00e7, 144 milyar dolarl\u0131k dev bir gelir. Bu say\u0131, teknoloji b\u00f6l\u00fcm\u00fcnde \u00f6n\u00fcm\u00fczdeki devirlerde s\u0131k\u00e7a referans g\u00f6sterilecek yeni \u00e7\u0131ta olarak yorumland\u0131.<\/p>\n<p><b>YAPAY ZEKA R\u00dcZGARI VE YATIRIMCI \u0130LG\u0130S\u0130<\/b><\/p>\n<p>\u015eirketin g\u00fc\u00e7l\u00fc yapay zek\u00e2 yat\u0131r\u0131mlar\u0131 ve artan sipari\u015f hacmi, paylarda adeta \u015fok dalgas\u0131 yaratt\u0131. Sal\u0131 g\u00fcn\u00fc mesai sonras\u0131 s\u00fcre\u00e7lerde paylar y\u00fczde 25\u2019in \u00fczerinde y\u00fckselerek 1999\u2019dan bu yana en b\u00fcy\u00fck s\u0131\u00e7ramas\u0131n\u0131 kaydetti. Yat\u0131r\u0131mc\u0131lar, Oracle\u2019\u0131n yapay zek\u00e2 altyap\u0131s\u0131ndaki tezli pozisyonuna g\u00fcvenerek \u015firketi \u00f6d\u00fcllendirdi.<\/p>\n<p><b>ELLISON, MUSK&#8217;A G\u00d6Z KIRPIYOR<\/b><\/p>\n<p>Oracle\u2019daki bu b\u00fcy\u00fck s\u0131\u00e7rama, \u015firketin kurucusu Larry Ellison\u2019un servetini 70 milyar dolar art\u0131rarak 364 milyar dolara ta\u015f\u0131d\u0131. Bloomberg Milyarderler Endeksi\u2019ne nazaran Ellison, 384 milyar dolarl\u0131k servetiyle dorukta bulunan Elon Musk\u2019a hi\u00e7 olmad\u0131\u011f\u0131 kadar yakla\u015ft\u0131.<\/p>\n<p>Bir devir c\u00fcmb\u00fc\u015f i\u00e7in Hawaii\u2019de ada sat\u0131n alan Ellison i\u00e7in bu kere \u201cd\u00fcnyan\u0131n en varl\u0131kl\u0131 insan\u0131\u201d unvan\u0131 yeni bir itibar maksad\u0131 olabilir.<\/p>\n<p><b>ZORLUKLAR DA B\u0130REB\u0130R ORANDA ARTIYOR<\/b><\/p>\n<p>Uzmanlara nazaran Oracle\u2019\u0131n \u00f6n\u00fcnde h\u00e2l\u00e2 k\u0131ymetli imtihanlar var. \u015eirketin, yat\u0131r\u0131mc\u0131lara verdi\u011fi b\u00fcy\u00fck s\u00f6zleri \u00e7eyrekten \u00e7eyre\u011fe ger\u00e7ekle\u015fen gelirlerle desteklemesi gerekiyor. Ayr\u0131yeten yapay zek\u00e2ya y\u00f6nelik b\u00fct\u00e7eler ve reg\u00fclasyonlar da s\u00fcrecin seyrini belirleyecek.<\/p>\n<p>\u015eimdilik piyasa, Ellison\u2019a g\u00fcveniyor. Lakin beklentiler b\u00fcy\u00fcd\u00fck\u00e7e riskler de birebir oranda art\u0131yor.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Oracle\u2019\u0131n yapay zek\u00e2 dayanakl\u0131 bulut gelirleri i\u00e7in a\u00e7\u0131klad\u0131\u011f\u0131 tezli ama\u00e7, Wall Street\u2019te \u015fok tesiri yaratt\u0131. Paylar y\u00fczde 25\u2019ten fazla artarken, Larry Ellison\u2019un serveti 70 milyar dolar y\u00fckseldi ve Elon Musk\u2019a yakla\u015farak d\u00fcnyan\u0131n en zenginleri listesinde tepeye g\u00f6z k\u0131rpt\u0131.<\/p>\n","protected":false},"author":1,"featured_media":80131,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[24],"tags":[2129,9133,6044],"class_list":["post-80129","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-milyar-dolar","tag-oracle","tag-yapay"],"_links":{"self":[{"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/posts\/80129","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/comments?post=80129"}],"version-history":[{"count":1,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/posts\/80129\/revisions"}],"predecessor-version":[{"id":80132,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/posts\/80129\/revisions\/80132"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/media\/80131"}],"wp:attachment":[{"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/media?parent=80129"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/categories?post=80129"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/tags?post=80129"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}