押注AI，微软预计2026年资本支出达1900亿美元_老虎社区_美港股上老虎

押注AI，微软预计2026年资本支出达1900亿美元

第一财经04-30

当地时间4月29日，微软发布了截至2026年3月31日的2026财年第三财季业绩。　　受Azure和其他云服务收入增长超预期影响，微软股价盘后微涨。　　财报显示，微软第三财季营收为829亿美元，同比增长18%。按美国通用会计准则计算，净利润为318亿美元，同比增长23%。按非美国通用会计准则，同比增长20%。　　微软董事长兼首席执行官萨蒂亚·纳德拉（Satya Nadella）在财报中表示，公司...

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年及更长时间内的盈利。　　微软预计，2026年全年资本支出将达到1900亿美元，其中有250亿美元来自零部件成本涨价。艾米·胡德称鉴于需求信号上升、产品使用率的增加以及平台推动的效率提升，微软对这些投资的回报依然充满信心。　　第三财季微软的毛利率为68%，同比略有下降，艾米·胡德表示主要因为对人工智能基础设施的持续投资和AI产品使用增长，部分被持续的效率提升（尤其是在Azure和M365商用云领域）所抵消。　　具体到各部门表现，微软智能云部门的营收为347亿美元，同比增长30%。其中Azure和其他云服务收入增长40%，微软表示该业绩超出预期，公司在本季度早些时候交付了产能，使得人工智能和非人工智能服务的消费量得以提升。　　更多个人计算业务营收为132亿美元，同比下降1%，其中Xbox内容和服务收入下降 5%。微软生产力和业务流程部门在第三财季营收为350亿美元，同比增长17%。　　合作方面，微软与OpenAI在4月27日再次更新了协议。最新协定主要修订了过去的排他性内容。微软仍然是 OpenAI 的主要云合作伙伴，享有OpenAI 产品在Azure上优先发布的权利。而OpenAI可以向其他平台开放模型和产品。　　微软自2019年开始投资OpenAI，累计现金投资超过130亿美元。微软在去年曾表示，对OpenAI的投资已经获得了大约 10 倍的回报。　　微软与OpenAI曾经紧密的合作关系已逐步松动。2月27日，OpenAI官宣与亚马逊建立多年期战略合作伙伴关系。同一天，OpenAI与微软也发布了联合声明，表示与其他公司达成的合作不会改变微软与 OpenAI 在去年10月发布的合作条款。　　除了在外部合作上出现变化，微软内部也在调整。微软在3月17日宣布将商业版Copilot和消费者版Copilot 团队进行整合，以提高用户体验。此前担任微软人工智能产品与增长副总裁的Jacob Andreou 将担任Copilot执行副总裁。（文章来源：第一财经）","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,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}