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.
微軟公司（NASDAQ:MSFT）在增強其Azure雲平台的人工智能功能方面取得了重大進展。公司在其第四季度業績電話會議中公佈了這些進展，展示了其在動態人工智能市場上保持競爭優勢的承諾。
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.
事件經過：微軟在其Azure雲平台中集成了來自OpenAI的尖端模型以及來自NVIDIA Corporation（NASDAQ:NVDA）和Advanced Micro Devices，Inc.（NASDAQ: AMD）的先進硬件加速器。此舉旨在加強微軟在快速發展的人工智能市場中的地位。
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.
首席執行官Satya Nadella宣佈，Azure OpenAI Service現在提供對最先進的前沿模型（包括GPt-4和GPt-4 Turbo）的訪問。預計這種整合將加速各行業對人工智能的採用。
"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.
“我們增加了來自AMD和Nvidia的新的AI加速器，以及我們自己的第一方硅Azure Maia，”Nadella解釋道，強調了微軟在人工智能加速方面的多管齊下。
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.
微軟還通過向其Azure數據中心添加來自NVIDIA的新的AI加速器，升級了其硬件能力。這種增強對於支持對人工智能服務的提高需求至關重要，這對Azure的29%的年度營業收入增長做出了重要貢獻。
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.
將OpenAI的最新模型和Nvidia的硬件加速器整合到Azure中是微軟主導AI雲服務市場的廣泛戰略的一部分。擁有超過60,000個Azure AI客戶和該客戶群體的60%的年度增長，微軟正在定位自己爲企業AI解決方案的領先提供商。
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.
爲什麼這很重要：儘管有積極發展，微軟Azure的表現不佳被預測將導致股價下跌。然而，深水資產管理公司的管理合夥人Gene Munster指出，人工智能行業的長期前景仍然強勁，並將大力投資於大型技術基礎設施，特別是微軟的Capex，目前爲138億美元，同比增長55%。
微軟第四季度的營業收入爲647億美元，同比增長15%，超過了華爾街的共識預期643.6億美元。該公司的人工智能倡議預計將在未來財政年度繼續推動連續兩位數的營業收入和營業利潤增長。
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.
儘管存在這些積極變化，微軟面臨Microsoft 365系統故障的挫折，這導致多個Microsoft 365的服務和功能存在訪問問題和降級。
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.
儘管出現了這些積極的發展，但微軟在Microsoft 365出現了一次故障，導致多個Microsoft 365服務和功能出現了訪問問題和性能下降。
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.
根據Benzinga Pro的數據，微軟公司的股票週二收於422.92美元，下跌0.89%。在盤後交易中，股票進一步下跌了2.72%。但根據Benzinga Pro的數據，微軟公司的股票已經在今年累計上漲了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.
免責聲明：本內容部分使用人工智能工具生成，並經Benzinga編輯審核發佈。