微软首席技术官凯文·斯科特(Kevin Scott)曾在10月初表示，自从ChatGPT和GPT-4推出以来，"几乎不可 能以足够快的速度扩充算力容量"，"即使是我们最激进的预测，也一再被证明远远不够"。 这种情况比微软此前的预期更为严峻。今年7月，微软CFO艾米·胡德(Amy Hood)曾表示，当前的资源紧 张状况将持续至2025年底。据知情人士透露，数据中心容量不足不仅影响到运行AI常用图形处理器 (GPU)的服务器，也波及以中央处理器(CPU)为主、长期承担传统云服务运算任务的数据中心。 微软发言人表示，该公司在美国的大部分Azure服务和区域"仍具备可用容量，已部署工作负载的现有客 户可继续拓展业务"。该发言人称，若出现计划外需求激增的情况，公司将启动"容量保护措施"，在其 整个数据中心网络间平衡客户需求。 AI对算力的巨大需求推动了新数据中心建设的热潮。但是，微软不仅在AI领域面临压力，其传统云基 础设施(支撑着互联网各类应用与网站)同样出现了需求紧张。据熟悉微软运营情况的知情人士透露，在 以CPU为主的工作负载中，OpenAI是微软最大的客户。(作者/箫雨) 凤凰网科技讯 北京时间10月10日，据 ...

格隆汇10月10日｜微软数据中心短缺的持续时间将比该公司此前预计的更长，美国许多数据中心地区将 面临物理空间或服务器短缺的问题。据了解该公司内部预测的人士透露，在明年上半年之前，Azure云 服务的新订阅在一些关键的服务器场中心受到限制，包括北弗吉尼亚和德克萨斯州。缺乏可出租给客户 的服务器一直是云提供商反复关注的问题，微软、亚马逊和谷歌都描述了类似的限制，微软正在努力平 衡其数据中心舰队的客户需求。 ...

Core Insights - Microsoft is facing a longer-than-expected duration of data center shortages, impacting its Azure cloud service subscriptions in key server locations [1] - The shortage of available servers for rental has been a recurring issue for cloud providers, including Microsoft, Amazon, and Google [1] - Microsoft is actively working to balance customer demand with its data center fleet capabilities [1] Summary by Categories Data Center Shortages - The duration of data center shortages will extend beyond previous estimates, particularly affecting regions in the U.S. [1] - Key server locations such as Northern Virginia and Texas will experience limitations on new Azure subscriptions until at least the first half of next year [1] Industry Context - The lack of rentable servers is a common challenge faced by major cloud providers, indicating a broader industry issue [1] - Microsoft, along with its competitors, is addressing these limitations as part of its operational strategy [1]

针对PC更新周期，杰富瑞分析师乔纳森·马图谢夫斯基(Jonathan Matuszewski)指出，截至上月底，61% 的美国Windows用户运行Windows 11系统，35%仍在使用Windows 10，另有4%使用其他版本的Windows 操作系统。他强调，当前使用这款即将停止支持的操作系统(Windows 10)的设备占比，较过去几次系统 更新周期处于历史高位。 由此可得出结论：台式机与笔记本电脑的更新需求可能比预期更强劲。马图谢夫斯基分析称："我们预 计，未来几个季度，Windows 10设备的持续更新需求将为百思买的电脑销售提供支撑。" 微软(MSFT.US)将于10月14日停止对Windows 10系统的支持。在此日期之后，Windows 10将不再接收微 软提供的安全更新、软件更新及技术支持。分析师指出，这一变动或将推动百思买(BBY.US)的电脑销 售增长。 据了解，若用户在该日期后仍继续使用Windows 10，随着安全威胁被发现却无法修复，设备面临的安 全风险将日益加剧。尽管部分设备符合付费安全更新计划的条件，但这也仅是临时解决方案。 值得关注的是，分析师表示，近期商用笔记本电脑与台式 ...

半导体/电子/电气工程 236,932 【#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）#53家内地公司入选福布斯全球最 佳雇主# | 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 | | 中信集团 | 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 ...

Core Insights - Microsoft is set to launch a significant update for its AI tool "Copilot" this month, marking its first collaboration with Harvard Medical School, which will provide healthcare information for the tool [1] - The updated "Copilot" aims to deliver more accurate and user-friendly healthcare information, particularly for complex conditions like diabetes, emphasizing the importance of reliable sources [1][2] - Microsoft is focusing on developing its own AI capabilities to reduce reliance on OpenAI, with plans to establish a dedicated consumer AI department and train its models independently [3][4] Group 1: Collaboration and Updates - The new version of "Copilot" will source information from Harvard Health Publishing to enhance its healthcare-related responses [1] - Microsoft will pay a fee to Harvard for the use of this information, although specific details on how the system will handle mental health queries remain undisclosed [2] - The update is part of a broader strategy to ensure users receive trustworthy health information tailored to their literacy and language needs [1][2] Group 2: AI Development and Market Position - Microsoft has reported that its AI tool's diagnostic accuracy is four times that of a team of doctors, with significantly lower costs [2] - The company is actively recruiting for its internal AI lab to compete with OpenAI, indicating a strategic shift towards building independent AI capabilities [3] - Despite the success of the "Copilot" app, which has reached 95 million downloads, it still lags behind ChatGPT, which has surpassed 1 billion downloads [3][4] Group 3: Financial and Strategic Implications - AI has become a major revenue source for Microsoft, particularly through its Azure cloud computing division, which supports AI computing tasks for various companies [4] - The collaboration with OpenAI is being redefined, with Microsoft indicating that OpenAI will continue to be a partner for cutting-edge models while it develops its own capabilities [3][4]

自从DeepSeek爆火以来，"遇事不决问AI"在国内就开始代替"遇事不决问百度"，不仅学生、上班族将AI 当作"全能助手"，许多游戏玩家也开始向AI寻求帮助。在洞察了玩家的这一新需求后，微软方面带来了 AI游戏助理Gaming Copilot，助力玩家应对高难度任务、提升游戏技能，以及详细讲解游戏内容，并与 玩家畅聊游戏心得。 与微软方面此前测试的Xbox Copilot不同，Gaming Copilot并不是以第二屏模式提供服务，而是基于语 音。玩家可以通过快捷键启用"按键通话"来与Gaming Copilot保持联系。比如在需要解读游戏画面时， 玩家就只需要说一句"我在看什么"，Gaming Copilot便会进行详细解读。 虽然Gaming Copilot并非第一款AI游戏助手，但相比于以往的产品，其实它才是真正意义上的"游戏搭 子"。此前在去年年末，谷歌DeepMind推出了与微软Gaming Copilot功能类似的游戏辅助智能体，英伟 达也在今年愚人节上线G-Assist，主打的都是"为玩家提供游戏建议"。 相比谷歌的游戏辅助智能体、英伟达G-Assist，微软的Gaming Copilot最大 ...

据微软 2025 年可持续发展报告称，其对全球气候变暖的总体影响比 2020 年高出 23%。部分原因是其 大规模扩建了高排放量的数据中心。微软设定了到 2030 年实现碳中和的目标。 该公司面临的最大排放难题在于控制其"第三类排放"(Scope 3排放)，这部分排放占其总碳足迹的 97%以 上。据Haig称，其中很大一部分来自日本、韩国和中国台湾地区的半导体制造环节。 Haig表示："我们还需要让我们的供应商也采用 100% 的无碳能源。"微软正通过能源消费者联盟与供应 商展开合作，这些联盟致力于在亚洲推动增加可再生能源的选择。 智通财经APP获悉，微软(MSFT.US)警告称，尽管其实现 2030 年关键气候目标的窗口期正在缩短，但 该公司仍需在东亚部分地区争夺有限的清洁电力供应。该公司的困境与其位于东亚的几家主要芯片供应 商所面临的困境如出一辙，这些供应商同样依赖仍高度依赖化石燃料的电网，并且在迅速扩大可再生能 源方面面临重重困难。据绿色和平组织称，支撑人工智能服务的半导体生产所产生的排放量在 2024 年 增长了四倍以上。 微软日本政府事务高级主管Ken Haig周四在东京一场小组讨论中表示："在中国 ...

Core Insights - Microsoft is accelerating its strategy to establish an independent AI ecosystem, evidenced by its recent partnership with Harvard Medical School to enhance the medical Q&A capabilities of its AI assistant, Copilot [2][10] - This move signifies Microsoft's efforts to reduce reliance on OpenAI and build its own AI framework [5][10] Partnership with Harvard Medical School - Microsoft will utilize authoritative health content from Harvard Health Publishing to improve Copilot's responses to health-related inquiries, with the company paying for content licensing [4] - The aim is to provide users with information that is closer to what professional healthcare providers would offer, particularly in managing chronic diseases like diabetes [4] Strategic Focus on Healthcare - Microsoft views healthcare as a critical area for AI commercialization, developing features that help users find local healthcare providers based on their health needs and insurance coverage [6] - The AI health division has been prioritized, with an expanded team that includes top researchers from Google DeepMind [6] Independence from OpenAI - Despite extending its partnership with OpenAI, Microsoft is pushing for technological independence, having established a new "Consumer AI and Research Division" aimed at partially replacing OpenAI models in the coming years [6][7] - Microsoft has begun integrating other models, including Anthropic's Claude, and is testing its own AI models in various products [7] Market Position and Growth Strategy - Microsoft Copilot's download numbers are approximately 95 million, significantly lower than ChatGPT's over 1 billion downloads, indicating a gap in consumer AI market presence [9] - The company is employing a multi-faceted strategy to close this gap, including expanding the use of self-developed and multi-source models, extending Copilot's applications into healthcare and education, and leveraging its Azure cloud platform for AI computing power [9] Transformation into an AI Platform Company - The collaboration with Harvard Medical School not only enhances the quality and depth of Copilot's content but also reflects Microsoft's strategic shift from being an "integrator" of external models to becoming an "AI platform company" with its own technology and content ecosystem [10]

该公司由丹·艾夫斯领衔的分析师在致客户报告中指出："基于实地调研，本季度云计算巨头微软、 Alphabet和亚马逊的AI企业需求非常旺盛，我们相信科技股将迎来由大型科技公司引领的强劲第三季度 财报季。尽管部分投资者仍对估值和科技支出增速存疑，但我们认为华尔街反而低估了AI支出轨迹的 规模，预计三季度科技财报将再次验证这一趋势，2026年前的初始资本支出预测数据有望翻倍。" 智通财经APP获悉，投行韦德布什证券表示，微软(MSFT.US)、Alphabet(GOOGL.US)和亚马逊 (AMZN.US)的人工智能与云计算服务正迎来"非常强劲"的企业需求。 据此，该机构预测未来三年企业和政府部门的AI技术及相关应用支出规模将达约3万亿美元。报告还预 计科技股年底前可能上涨7%以上，季度业绩将向投资者表明AI支出浪潮仍处于早期阶段。OpenAI近期 与英伟达和AMD的合作正是最佳例证。 分析师补充道："我们认为OpenAI对英伟达和AMD的最新投资，印证了企业端正在发生的产能扩张与需 求驱动，这将为AI革命带来第二、第三乃至第四波衍生机遇，我们IVES AI 30榜单上的科技赢家正印证 这一趋势。" 微软、亚马逊和 ...