Core Insights - Microsoft has announced the closure of its Demand Side Platform (DSP) Invest by February 28, 2026, and has partnered with Amazon to transfer its advertising clients to Amazon's DSP [2][3][4] - Microsoft will retain its Supply Side Platform (SSP) Monetize, which will join Amazon's Certified Supply Exchange (CSE) program, allowing it to become a core supply source for Amazon's DSP [4][11][19] Group 1: Microsoft’s Advertising Strategy - Microsoft initially aimed to build a complete programmatic advertising stack, including both DSP and SSP, but has shifted focus towards a "conversational advertising experience" driven by AI [5][7] - The advertising revenue for Microsoft reached $3.4 billion in Q2 2025, marking a 9.2% year-over-year increase, indicating a strong position in the global advertising market [6] - The DSP business has not been a significant growth driver for Microsoft, with a market share of only 6% to 8%, making it less competitive compared to major players like Google and Amazon [9][10] Group 2: Partnership with Amazon - Microsoft chose Amazon as the partner for its DSP business due to the lack of viable alternatives, as competitors like The Trade Desk and Google posed strategic challenges [15][17] - Amazon's extensive media inventory and data capabilities make it a suitable partner for Microsoft, allowing for enhanced advertising efficiency and targeting [17][21] - The collaboration allows Microsoft to leverage Amazon's shopping intent data, improving ad targeting and conversion rates for advertisers [20][21] Group 3: Implications for the Advertising Ecosystem - The integration of Microsoft's Monetize into Amazon's CSE will enhance the demand for ad inventory, potentially increasing fill rates and transaction prices for media publishers [22] - However, joining the CSE requires adherence to Amazon's standardized rules and pricing models, which may limit flexibility for SSPs and media publishers [24][25] - The shift towards a more closed and platform-driven advertising ecosystem raises concerns about the diminishing neutrality and independence of programmatic advertising [31][32][33]

距离 Windows 10 停止支持只剩下短短 4 天时间——10 月 14 日，微软将正式关闭这一操作系统的安全更新通道。这一消息对于全球数亿用户而言，无疑 是个巨大冲击。 而与此同时，近日微软还进一步收紧了 Windows 11 的升级限制，使得更多老设备用户面临升级受限甚至被迫淘汰的境地：在最新的 Windows 11 预览版 中，微软正式移除了 Windows 安装程序（OOBE）中用于创建本地帐户的已知机制。 OOBE 离线安装被判"死刑" 先简单介绍一下。在微软对此进行限制之前，过去用户在安装Windows 11时，系统会要求先进行网络连接并登入Windows账号，但用户可以在此界面按下 shift + F10并输入oobe\bypassnro，等待重启后便会出现"没有网络连接"的选项，以此跳过Windows网络激活，使用本地账号来安装Windows。 4 天后 Win10 停服，全球 4 亿设备或陷入风险 就在 Windows 11 提高安装门槛的同时，4 天后，也就是10 月 14 日，微软将正式停止支持 Windows 10，这意味着： 要知道，根据 FBI 数据显示：2024 年，美国用户 ...

（央视财经《天下财经》）据彭博社9日报道，美国科技巨头微软公司正在面临数据中心容量不足的困 境，预计这一局面将持续至今年年底。 彭博社援引消息人士的话报道称，微软公司数据中心容量不足的情况，比此前预想的要更加严重。作为 微软收入增长的重要引擎之一，其旗下Azure云服务平台，在截至6月30日结束的2025财年里，为微软创 造了超750亿美元的收入，但目前，该公司位于美国弗吉尼亚州和得克萨斯州等地的服务器设施因容量 不足，已对Azure的部分新增订阅服务进行限制。 除微软外，亚马逊、谷歌等科技巨头也都报告了类似限制情况。业内人士指出，尽管各大公司都在纷纷 加大相关基础设施投资，但数据中心的许多关键组件交付周期都较长。从最初规划到启动服务器，一个 数据中心建成并投入使用可能需要数年时间。目前容量不足的困境短期内恐怕难以得到缓解。 转载请注明央视财经 编辑：王昕宇 ...

微软公司的数据中心建设难题的持续时间将比此前所公布的更长，凸显其在满足云服务需求 方面的困境。 微软公司的数据中心建设难题持续时间将比该公司此前所公布的更长，这凸显出这家软件巨头在满足云 服务需求方面所面临的困境。 微软在美国多地数据中心资源短缺 据业内人士透露，微软在美国的许多数据中心区域正面临物理空间或服务器短缺的问题。 该发言人还称，在一些意外需求激增的情况下，公司将采用"容量保留方法"来平衡其数据中心网络中的 客户需求，以确保数据能够在服务器群和客户之间顺畅传输。 目前，Azure客户会根据物理位置和可用软件来选择数据中心区域。当首选设施没有空间时，微软销售 人员会引导客户转向有可用容量的其他设施。但据熟悉此事的人士透露，这些变通方法可能会增加复杂 性，并延长数据在服务器群和客户之间的传输时间。 微软发言人表示："我们的团队会定期与大型客户合作，根据需求高峰（比如节假日）的情况进行规 划，以引导他们选择最合适的区域和产品…在一些特殊情况下，如果客户面临成本增加或延迟的问题， 微软会补偿他们额外产生的费用。" 短期内难以实现供需平衡 尽管微软一直在大规模建设数据中心并实现上线——在过去一年里新增了超过两 ...

【#2025福布斯全球最佳雇主#】#微软连续两年蝉联全球最佳雇主榜首#今年一共有53家中国内地公司入 选福布斯全球最佳雇主榜单。在全球榜单前五名中有三家来自IT软件与服务行业，其中微软连续两年蝉 联榜首，谷歌母公司Alphabet位列第三，Adobe排名第四。（福布斯） | 2025 | | | | --- | --- | --- | | 福布斯全球最佳雇主 | | | | 部分中国内地上榜公司 | | | | 企业名称 | 所属行业 | 员工人数 | | 国家电网 | 公用事业 | 1,720,000 | | 阿里巴巴集团 | IT软件与服务 | 124,320 | | 腾讯控股 | IT软件与服务 | 110,600 | | 京东 | 批发和零售业 | 570.895 | | 小米 | 半导体/电子/电气工程 | 46.425 | | 网易 | IT软件与服务 | 29,128 | | 中信美团 | 银行与金融服务 | 190.763 | | 交通银行 | 银行与金融服务 | 94.275 | | 中国工商银行 | 银行与金融服务 | 419,000 | | 京东方 | 工程与制造 | 88,343 | ...

【环球网报道 记者 索炎琦】据英国《卫报》、路透社等媒体报道，英国前首相苏纳克已加入美国微软 公司和美国人工智能（AI）初创企业Anthropic公司担任高级顾问。《卫报》称，苏纳克也成为继英国 前副首相克莱格之后担任硅谷巨头有偿顾问的英国前高官。 同样报道相关消息的法新社称，ACOBA已在建议信中告知当前仍是英国议会议员的苏纳克不要代表上 述公司游说政府。 据介绍，苏纳克曾于2022年10月至2024年7月担任英国首相。法新社说，此前有报道称，苏纳克在去年 大选中落败后，正考虑前往硅谷工作。 《卫报》称，"英国商业任命咨询委员会（ACOBA）"当地时间周四（9日）发布了上述消息。路透社 称，苏纳克本人同日在美国职业社交网站"领英"上发帖证实新职，并表示这些职位的收入将全部捐赠给 他与妻子穆尔蒂共同创办的一家名为"里士满计划"的慈善机构。 路透社介绍，苏纳克将为Anthropic公司提供战略、宏观经济和地缘政治趋势方面的建议；在微软，苏 纳克将就宏观经济和地缘政治趋势提供战略视角。 ...

Market Overview - The US stock market experienced increased volatility due to a lack of key economic data, with investors expressing concerns over potential bubble risks in previously high-performing tech stocks and cyclical assets, leading to significant profit-taking pressure [1] - Despite a late-session optimistic forecast regarding Microsoft’s data center demand, major indices such as the S&P 500, Nasdaq, and Dow closed lower [1] - There is a noticeable sector rotation, with investors selling off economically sensitive sectors and shifting towards defensive sectors like healthcare and consumer staples, reflecting a hedge against macroeconomic uncertainty [1] Nvidia Developments - Nvidia continued its upward trend, reaching both intraday and closing historical highs, with a market capitalization nearing $4.7 trillion [3] - The US Department of Commerce has granted Nvidia an export license to sell chips worth billions to the United Arab Emirates, in line with a bilateral AI agreement established in May [3] Oracle's Performance - Oracle shares rose by 3.06%, driven by positive analyst ratings, with TD Cowen designating it as a "Top Pick" and Baird initiating coverage with an "Outperform" rating, highlighting strong growth potential in its AI business [4] Microsoft’s Supply Challenges - Microsoft predicts that the computing power shortage crisis will persist until 2026, with significant physical space and server shortages in key US data center regions, directly impacting new subscriptions for Azure cloud services [5] - The current supply constraints are more prolonged than previously indicated, with Azure expected to generate over $75 billion in revenue for FY2025, making the supply-demand imbalance particularly concerning [5][8] Dual Demand Impact - The capacity crisis is driven by two core demands: strong computational needs from AI and traditional cloud infrastructure, with Microsoft’s CTO noting that the demand for AI workloads has outpaced capacity expansion efforts [8] - Traditional workloads, including those from Microsoft’s Office suite and clients like OpenAI, are also contributing to the demand for computing resources [8] Client Strategies - Clients facing Azure capacity limitations are adopting pragmatic strategies, such as shifting to other cloud providers like AWS and Google Cloud, or utilizing multiple Azure regions while awaiting additional capacity [9] Microsoft’s Remedial Actions - Microsoft is actively seeking to balance supply and demand, with a spokesperson indicating that most Azure services still have available capacity for existing customers [10] - The company is guiding clients to other regions when preferred facilities are full, although this may increase system complexity and data transfer delays [11] Infrastructure Expansion and Supply Chain Issues - Microsoft has initiated a historic data center construction surge, adding over 2 gigawatts of capacity in the past year, yet faces significant delays due to supply chain bottlenecks affecting critical components [12] - The construction timeline for data centers can extend for years, complicating rapid expansion efforts amid ongoing global supply chain challenges [12]

Core Insights - Microsoft is facing a prolonged data center supply shortage, likely extending until 2026, which is longer than previously anticipated by management [1][4] - The demand for AI computing power continues to surge, with global AI startups raising a record $192.7 billion, indicating a fierce competition in the AI sector [1] - Major cloud providers, including Microsoft, Amazon, and Google, are struggling with supply constraints for high-performance AI servers and traditional cloud computing servers [2][3] Group 1: Data Center Supply Constraints - Microsoft’s internal forecasts indicate that new Azure subscriptions in key regions like Northern Virginia and Texas will be limited until mid-2026 due to severe shortages [2][4] - The shortage affects both AI GPU-based servers and traditional CPU-based cloud computing services, impacting Microsoft's Azure platform, which is projected to generate over $75 billion in revenue for FY2025 [3][6] - The ongoing supply constraints are attributed to the rapid expansion of AI infrastructure investments, which are driving the demand for new data centers [3][9] Group 2: Competitive Landscape and Market Dynamics - Microsoft, along with its competitors, has consistently reported an inability to meet all customer demands for cloud computing and AI capabilities over the past six quarters [6] - The AI infrastructure investment wave is expected to reach $2 trillion to $3 trillion, driven by unprecedented demand for AI computing resources [10] - Analysts have raised their forecasts for AI infrastructure spending among major tech companies, projecting a rise from $420 billion in 2026 to $490 billion [14]

据报道，当地时间10月9日，微软表示其办公软件套件的服务中断问题已得到解决。Microsoft 365在社 交平台的状态页面上发布消息称："我们发现北美部分网络配置有误，造成了服务影响。"微软早些时候 称，初步报告显示访问微软Teams和Exchange Online时出现问题。 ...

当地时间10月9日，微软宣布与全球数字支付服务提供商Checkout.com达成战略技术合作。根据多年期 技术协议，Checkout.com将采用微软Azure云基础设施架构，为其合作企业商户加速数字支付效能提 升。 ...