Microsoft Boosts Azure AI With OpenAI Models, Satya Nadella Says, 'We Added New AI Accelerators From AMD And Nvidia'
Microsoft Boosts Azure AI With OpenAI Models, Satya Nadella Says, 'We Added New AI Accelerators From AMD And Nvidia'
Microsoft Corp. (NASDAQ:MSFT) has made significant strides in enhancing the artificial intelligence capabilities of its Azure cloud platform. The company unveiled these advancements during its fourth-quarter earnings call, showcasing its commitment to maintaining a competitive edge in the dynamic AI market.
微软公司（NASDAQ:MSFT）在增强其Azure云平台的人工智能功能方面取得了重大进展。公司在其第四季度业绩电话会议中公布了这些进展，展示了其在动态人工智能市场上保持竞争优势的承诺。
What Happened: Microsoft has integrated cutting-edge models from OpenAI and advanced hardware accelerators from NVIDIA Corporation (NASDAQ:NVDA) and Advanced Micro Devices, Inc. (NASDAQ:AMD) into its Azure cloud platform. This move is aimed at fortifying Microsoft's position in the rapidly evolving AI market.
事件经过：微软在其Azure云平台中集成了来自OpenAI的尖端模型以及来自NVIDIA Corporation（NASDAQ:NVDA）和Advanced Micro Devices，Inc.（NASDAQ: AMD）的先进硬件加速器。此举旨在加强微软在快速发展的人工智能市场中的地位。
CEO Satya Nadella announced that the Azure OpenAI Service now provides access to the most advanced frontier models, including GPT-4 and GPT-4 Turbo. This integration is expected to accelerate AI adoption across various industries.
首席执行官Satya Nadella宣布，Azure OpenAI Service现在提供对最先进的前沿模型（包括GPt-4和GPt-4 Turbo）的访问。预计这种整合将加速各行业对人工智能的采用。
"We added new AI accelerators from AMD and Nvidia, as well as our own first party silicon Azure Maia," Nadella explained, highlighting Microsoft's multi-pronged approach to AI acceleration.
“我们增加了来自AMD和Nvidia的新的AI加速器，以及我们自己的第一方硅Azure Maia，”Nadella解释道，强调了微软在人工智能加速方面的多管齐下。
Microsoft has also upgraded its hardware capabilities by adding new AI accelerators from NVIDIA to its Azure datacenters. This enhancement is crucial for supporting the increased demand for AI services, which contributed significantly to Azure's 29% year-over-year revenue growth.
微软还通过向其Azure数据中心添加来自NVIDIA的新的AI加速器，升级了其硬件能力。这种增强对于支持对人工智能服务的提高需求至关重要，这对Azure的29%的年度营业收入增长做出了重要贡献。
The integration of OpenAI's latest models and Nvidia's hardware accelerators into Azure is part of Microsoft's broader strategy to dominate the AI cloud services market. With over 60,000 Azure AI customers and a 60% year-over-year increase in this customer base, Microsoft is positioning itself as a leading provider of enterprise AI solutions.
将OpenAI的最新模型和Nvidia的硬件加速器整合到Azure中是微软主导AI云服务市场的广泛战略的一部分。拥有超过60,000个Azure AI客户和该客户群体的60%的年度增长，微软正在定位自己为企业AI解决方案的领先提供商。
Why It Matters: Despite the positive developments, Microsoft's Azure underperformance has been predicted to lead to a dip in the stock. However, the long-term prospects of the AI industry remain strong, according to
Deepwater Asset Management's Managing Partner Gene Munster, with continued heavy investment in big tech infrastructure, particularly Microsoft's Capex, which stood at $13.8 billion, a 55% YoY increase.
为什么这很重要：尽管有积极发展，微软Azure的表现不佳被预测将导致股价下跌。然而，深水资产管理公司的管理合伙人Gene Munster指出，人工智能行业的长期前景仍然强劲，并将大力投资于大型技术基础设施，特别是微软的Capex，目前为138亿美元，同比增长55%。
微软第四季度的营业收入为647亿美元，同比增长15%，超过了华尔街的共识预期643.6亿美元。该公司的人工智能倡议预计将在未来财政年度继续推动连续两位数的营业收入和营业利润增长。
Microsoft's fourth-quarter revenue of $64.7 billion, up 15% year-over-year, beat the Street consensus estimate of $64.36 billion. The company's AI initiatives are expected to play a central role in driving continued double-digit revenue and operating income growth in the coming fiscal year.
尽管存在这些积极变化，微软面临Microsoft 365系统故障的挫折，这导致多个Microsoft 365的服务和功能存在访问问题和降级。
Despite these positive developments, Microsoft faced a setback with a Microsoft 365 outage, which resulted in access issues and degraded performance with multiple Microsoft 365 services and features.
尽管出现了这些积极的发展，但微软在Microsoft 365出现了一次故障，导致多个Microsoft 365服务和功能出现了访问问题和性能下降。
Price Action: Microsoft Corp's stock closed at $422.92, down 0.89% on Tuesday. In after-hours trading, the stock fell further 2.72%. Despite this, the stock has risen 14.03% year to date, according to data from Benzinga Pro.
根据Benzinga Pro的数据，微软公司的股票周二收于422.92美元，下跌0.89%。在盘后交易中，股票进一步下跌了2.72%。但根据Benzinga Pro的数据，微软公司的股票已经在今年累计上涨了14.03%。
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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免责声明：本内容部分使用人工智能工具生成，并经Benzinga编辑审核发布。