Microsoft's AI Business Set To Hit $10B Revenue Milestone In Q2: Satya Nadella Says It Is The 'Fastest Business In Our History'
Microsoft's AI Business Set To Hit $10B Revenue Milestone In Q2: Satya Nadella Says It Is The 'Fastest Business In Our History'
"Our AI business is on track to surpass an annual revenue run rate of $10 billion next quarter, which will make it the fastest business in our history to reach this milestone," Nadella said. Microsoft Corp (NASDAQ:MSFT) announced during its first-quarter earnings call that its artificial intelligence business is on track to surpass $10 billion in annual revenue run rate next quarter, marking the fastest-growing business segment in the company's history.
微软公司（纳斯达克股票代码：MSFT）在第一季度财报电话会议上宣布，其人工智能业务下个季度的年收入有望超过100亿美元，这是该公司历史上增长最快的业务领域。
What Happened: CEO Satya Nadella highlighted the rapid adoption of AI across the company's product portfolio, emphasizing strong customer demand and widespread enterprise implementation.
发生了什么：首席执行官萨蒂亚·纳德拉强调了人工智能在公司产品组合中的迅速采用，强调了强劲的客户需求和广泛的企业实施。
"AI-driven transformation is changing work, work artifacts and workflow across every role, function, and business process, helping customers drive new growth and operating leverage," Nadella said during the earnings call.
纳德拉在财报电话会议上表示：“人工智能驱动的转型正在改变每个角色、职能和业务流程中的工作、工作内容和工作流程，帮助客户推动新的增长和运营杠杆作用。”
"Our AI business is on track to surpass an annual revenue run rate of $10 billion next quarter, which will make it the fastest business in our history to reach this milestone," Nadella said.
纳德拉说：“我们的人工智能业务有望在下个季度超过100亿美元的年收入增长率，这将使其成为我们历史上实现这一里程碑最快的业务。”
Key developments driving AI growth include:
推动人工智能增长的主要发展包括：
- Nearly 70% of Fortune 500 companies now use Microsoft 365 Copilot
- Azure OpenAI Service usage more than doubled over the past six months
- GitHub Copilot enterprise customers increased 55% quarter-over-quarter
- 将近 70% 的财富 500 强公司现在使用微软 365 Copilot
- 在过去六个月中，Azure OpenAI 服务的使用量翻了一番多
- GitHub Copilot 企业客户同比增长 55%
CFO Amy Hood emphasized the strategic importance of AI investments, noting that "only 2.5 years in, our AI business is on track to surpass $10 billion of annual revenue run rate in Q2. This will be the fastest business in our history to reach this milestone."
首席财务官艾米·胡德强调了人工智能投资的战略重要性，并指出 “仅仅2.5年后，我们的人工智能业务有望在第二季度超过100亿美元的年收入增长率。这将是我们历史上达到这一里程碑的最快业务。”
Why It Matters: The company's Azure cloud service saw 33% growth, with AI services contributing approximately 12 points to that growth. However, Microsoft acknowledged that demand continues to exceed available capacity, prompting increased infrastructure investments.
为何重要：该公司的Azure云服务增长了33％，其中人工智能服务为这一增长贡献了约12个百分点。但是，微软承认，需求继续超过可用容量，这促使基础设施投资增加。
The rapid growth in AI revenue comes as Microsoft reported overall revenue of $65.6 billion for the first quarter, up 16% year-over-year, with Microsoft Cloud revenue reaching $38.9 billion, representing 22% growth.
人工智能收入快速增长之际，微软公布第一季度总收入为656亿美元，同比增长16％，微软云收入达到389亿美元，增长22％。
Price Action: Microsoft Corp's stock closed at $432.53 on Wednesday, up 0.13% for the day. In after-hours trading, the stock declined by 3.71%. Year-to-date, Microsoft shares have seen a notable gain of 16.63%, according to data from Benzinga Pro.
价格走势：微软公司股票周三收于432.53美元，当天上涨0.13％。在盘后交易中，该股下跌了3.71％。根据Benzinga Pro的数据，今年迄今为止，微软股价已显著上涨16.63％。
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Image Via Shutterstock
图片来自 Shutterstock
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免责声明：此内容部分是在人工智能工具的帮助下制作的，并由Benzinga的编辑审阅和发布。
