微软回应AI支出争议：OpenAI仍是核心客户

鞭牛士02-25 10:48

AIPress.com.cn报道2月25日消息，在人工智能资本支出引发市场争论之际，Microsoft在与法国巴黎银行（BNP Paribas）的投资者沟通中，对外界关注的OpenAI合作、Anthropic竞争压力以及AI基础设施投入等问题作出回应。微软重申，OpenAI仍是其Azure云平台“规模庞大且可靠”的付费客户，并拥有充足的资金支持。尽管此前有报道称OpenAI下调了至2030年的支出...

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365管理体系中的强项。微软目前拥有超过4.5亿Microsoft 365用户和1500万Copilot用户，形成明显的生态优势。分析人士将当前市场对微软的担忧类比为当年OpenAI推出ChatGPT后对Google造成的冲击。随着时间推移，市场逐渐认识到二者可以共存。类似地，微软认为，虽然Anthropic工具存在市场需求，但其自身技术栈和企业渠道能力足以在AI时代保持增长。在资本开支方面，微软回应了市场对AI投入过快的质疑。公司指出，其在AI基础设施上的加速投入较早启动，未来增速预计将逐步放缓。市场预计，公司将在4月财报中提供2027财年的资本支出指引，这可能成为股价的重要催化因素。对于通胀压力，微软表示影响主要集中在Windows相关业务以及资本开支和折旧成本上。公司将优先自行吸收成本，若长期通胀压力持续，才会考虑提价。利润率方面，微软强调Azure AI业务的利润率已高于早期Azure Cloud 1.0阶段水平，因此AI业务更可能对整体利润率形成提升，而非稀释。至于外界关注的大型并购，微软表示并非完全排除，但前提是具备明确战略契合度，并且公司能够比现有管理层更好地运营相关资产。（AI普瑞斯编译）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like 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