微软或迎来Copilot最大客户，单笔交易涉及百万账号_老虎社区_美港股上老虎

微软或迎来Copilot最大客户，单笔交易涉及百万账号

华尔街见闻06-11

微软可能即将为该公司主力AI产品Copilot赢得一位重量级客户。据知情人士向媒体透露，微软首席商务官阿尔托夫（Judson Althoff）最近在一次内部会议中告诉员工，一家拥有超过100万个Microsoft 365许可证的大客户，即将为其员工增购Copilot服务。百万级客户如何计费仍未定目前尚不清楚这项交易的洽谈进度，也不确定交易最终是否会落地，或具体条款是否会有所变动。同时，该客户将如何...

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365许可证的大客户，即将为其员工增购Copilot服务。百万级客户如何计费仍未定目前尚不清楚这项交易的洽谈进度，也不确定交易最终是否会落地，或具体条款是否会有所变动。同时，该客户将如何为Copilot付费也可能还在调整中。微软一般以“按用户数量按月收费”的方式销售软件许可证，但这次也可能采用一种新兴趋势，即基于使用量的计费模式。按照目前Copilot每位用户每月30美元的定价来计算，如果该客户为100万名员工开通服务，将可能为微软带来每年约3.6亿美元的收入。不过，考虑到订单体量庞大，即便微软依旧采用“按人头”收费，这样的客户也不太可能支付全额定价。尽管如此，分析称一次性新增100万名Copilot用户，对微软来说仍是一项重大胜利，有助于推进AI工具的广泛应用。微软在这些新产品上的投入巨大，但目前仍在探索如何最有效地实现商业回报。一些客户、竞争对手，甚至微软内部人员对Copilot的能力和不断变化的商业模式仍持怀疑态度。据微软公司内部近期一场展示会的幻灯片显示，该公司已经制定了一项新计划，将对其繁多的AI产品进行精简整合，以简化向客户的销售方式。亚马逊或为潜在客户？媒体分析，目前尚不清楚这位即将大规模采购Copilot的客户是谁，但全球拥有百万级员工规模的公司屈指可数。例如，亚马逊（Amazon）拥有超过100万名员工。然而一位亚马逊员工对媒体表示，亚马逊此前曾提醒员工避免使用外部AI工具，因此不太可能会启用Copilot。媒体此前报道，2023年末，亚马逊与微软签署了一份为期五年、价值超过10亿美元的采购协议，采购微软365办公软件服务。协议内容包括为亚马逊的企业员工提供约55万个Microsoft 365 E5许可证，为履约中心等一线员工提供100万个M365 F5许可证。根据媒体此前获得的亚马逊内部备忘录显示，亚马逊员工将陆续开始转用微软的云端办公软件，包括Outlook、Word、Excel和PowerPoint等，但这份备忘录并未提及Copilot服务。财报亮眼，股价创新高微软最近一次财报显示，该公司在云计算和AI服务领域都表现出强劲的增长势头和稳定的需求，进一步确立了其“稳定绿洲”的市场地位。在面对关税和宏观经济不确定性等风险时，微软相对不受影响。同时，为了应对AI相关的高额成本，公司也在大幅裁员，以控制开支。微软公司股价自上周以来不断突破历史新高，周二小跌0.39%，报470.92美元。自4月低点以来，该股已累计上涨逾30%。这轮上涨为微软带来了超过8000亿美元的市值增长，使其总市值达到约3.48万亿美元，位居全球第一。微软今年迄今上涨了11%，表现优于纳斯达克100指数。Clearstead Advisors公司高级董事总经理吉姆·阿瓦德（Jim Awad）表示：“微软在其各个产品线上的布局都很稳固，具备真正变现AI的能力。我认为三四年后回头看，微软将是从AI中获益最大的企业之一。”","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}