据美国专利商标局公开信息显示，马斯克旗下人工智能公司xAI于2025年8月1日正式提交"Macrohard"商标注册申请（序列号99314877），申请费用为2300 美元（约合人民币16569元），涵盖两个核心商标类别。 早在7月14日，马斯克便在X平台暗示xAI正在筹备一家专注于编程与图像/视频生成的AI Agent子公司，并以"这是一项宏大的挑战，你能猜出这家公司叫 什么吗？"引发公众猜测，当用户在评论区提及"Macrohard"时，马斯克以眨眼表情回应。 从命名逻辑看，"Macrohard"显然是对微软（Microsoft）的精准戏仿——用"Macro（宏观）"替代"Micro（微观）"，在读音和拼写高度相似的基础上形成 强烈反差。 值得注意的是，此次商标申请采用标准字符格式，不涉及特定字体或颜色，为未来在多领域的品牌扩展预留了空间。 2022年，据马斯克传记披露，盖茨曾持有价值数十亿美元的特斯拉空头仓位，这一行为被马斯克视为"在特斯拉最虚弱时刻押注其倒闭"； 根据之前马斯克披露的规划，这家以"Macrohard"命名的子公司将聚焦"运营数百个专注于编程与图像/视频生成的AI Agent"，而这恰好是 ...

Core Insights - The article discusses the environmental costs associated with the rapid development of artificial intelligence (AI), highlighting Microsoft's significant investment in carbon removal initiatives as a response to its increasing carbon footprint [3][4][6]. Group 1: Microsoft's Investment in Carbon Removal - Microsoft has signed a deal with Vaulted Deep to achieve a carbon removal target of 4.9 million tons by 2038, with the total value of the contract reportedly exceeding $1 billion, potentially costing Microsoft up to $1.7 billion [4][6]. - The method employed by Vaulted Deep involves converting organic waste into a "bio-sludge" and injecting it deep underground to permanently remove carbon and prevent pollution [5][6]. Group 2: AI's Environmental Impact - The carbon emissions from AI operations are substantial, with a report indicating that the training and operation of Mistral AI's flagship model generated CO2 emissions equivalent to that of 5,000 cars over 18 months [3][8]. - Major tech companies, including Microsoft, have seen significant increases in their carbon emissions, with Microsoft's emissions rising by 23.4% since 2020 due to the expansion of its cloud and AI businesses [6][8]. Group 3: Criticism of Carbon Offset Strategies - Experts criticize Microsoft's approach of purchasing carbon credits as a means to offset emissions, arguing that it does not address the root cause of emissions and can mislead the public regarding actual reductions [6][12]. - The current carbon accounting mechanisms are seen as flawed, allowing companies to claim zero emissions through market-based accounting without making substantial changes to their energy consumption practices [7][12]. Group 4: Future Projections and Industry Actions - By 2027, AI is projected to consume up to 6.6 billion cubic meters of water annually, and data center energy consumption could double by 2030, surpassing the total energy consumption of countries like Japan [12][13]. - Major tech companies are taking steps towards sustainability, with commitments to achieve net-zero emissions by 2030 or 2040, but there is a call for more transparency and government regulation to ensure accountability [13][14].

今年7月，马斯克曾在X平台发文让大家猜其新公司的名字。当有用户在评论区回复"Macrohard"时，马 斯克发了一个眨眼表情作为回应。 | 图自X平台 | | --- | | 图自美国 | | --- | 专利商标局网站 有观点认为，"Macrohard"(巨硬)是对"Microsoft"(微软)的调侃戏仿。公开报道显示，马斯克与微软创始 人比尔·盖茨曾在多个问题上存在分歧。(完) 中新网8月4日电(吴家驹)美国专利商标局网站显示，近日，马斯克旗下人工智能公司xAI提交 了"Macrohard"商标的注册申请，目前该商标状态为：商标申请已由专利商标局受理(已满足最低申请要 求)，尚未分配给审查员。 ...

Core Insights - The article discusses the environmental costs associated with the rapid development of artificial intelligence (AI), highlighting Microsoft's significant investment in carbon removal initiatives as a response to its increasing carbon footprint [2][7]. Group 1: Microsoft's Investment in Carbon Removal - Microsoft has signed a deal with Vaulted Deep to achieve a carbon removal target of 4.9 million tons by 2038, with the total value of the contract reportedly exceeding $1 billion, potentially costing Microsoft up to $1.7 billion based on a fee of $350 per ton [3][5]. - The investment is part of Microsoft's strategy to purchase "emission rights" as its carbon emissions have increased by 23.4% since 2020 due to the expansion of its cloud computing and AI businesses [7]. Group 2: Environmental Impact of AI - The AI industry is facing growing scrutiny over its environmental impact, with reports indicating that the indirect carbon emissions from major tech companies like Amazon, Microsoft, Alphabet, and Meta have increased by an average of 150% from 2020 to 2023 [9][10]. - A specific AI model, Mistral Large 2, produced 20.4 tons of CO2 over 18 months, equivalent to the annual emissions of 5,000 average cars, and consumed 281,000 cubic meters of water [10]. Group 3: Criticism of Carbon Offset Strategies - Experts criticize Microsoft's approach of "buying offsets," arguing that it distracts from the need for genuine emission reductions at the source [8][14]. - The current carbon accounting mechanisms are seen as flawed, allowing companies to claim zero emissions through market-based accounting, which may not reflect actual environmental impacts [9][10]. Group 4: Future Projections and Industry Actions - By 2027, AI is projected to consume up to 6.6 billion cubic meters of water annually, and data center energy consumption could double by 2030, surpassing the total energy consumption of countries like Japan [13][14]. - Major tech companies are making commitments to achieve net-zero emissions by 2030 or 2040, but experts emphasize the need for a focus on renewable energy and reducing emissions at the source rather than relying solely on carbon credits [14][15].

在华盛顿州雷德蒙德市的微软总部，工程师们的手指正在键盘上翻飞，为人工智能（AI）的未来编写着一行行代码。 与此同时，在1500公里外，一场看似毫不相干的"怪事"正在发生：在堪萨斯州地下深处，巨型泵机正将混合着人类粪便和污水的黏稠"生物泥浆"，源源不断 地注入地壳深处。 这听起来匪夷所思的"埋粪"操作，正是微软为AI飞速发展所付出的"环境账单"。 AI的"超能力"光环背后，是惊人的电力、水资源消耗和飙升的碳排放。法国AI初创公司Mistral AI的最新报告显示，其旗舰模型Mistral Large 2训练和运行18 个月，产生的二氧化碳竟然相当于5000辆家用轿车一年的排放量。 每经记者｜兰素英 每经编辑｜高涵 在AI基础设施规模扩张时，科技公司对自身碳足迹的披露却依然不甚透明。"埋粪"不过是冰山一角，"绿色焦虑"正逐步成为AI产业链上无法回避的巨大成 本。 图片来源：视觉中国-VCG41N2155090857 最近，微软和一家名为Vaulted Deep的生物科技初创公司签了一份大单。根据协议，Vaulted Deep将代表微软在2038年前完成490万吨的碳去除目标。 虽然具体金额没公布，但有报道称这笔交 ...

首先要看清这场命名战背后的象征意味。"Macrohard"毫无掩饰地与"Microsoft"构成对仗——一个是"微软"，一个是"宏硬"，讽刺意味十足。马斯克和比尔· 盖茨关系紧张早已不是秘密，从特斯拉空头到AI发展理念，两人分歧颇深。而微软则是OpenAI的最大金主，ChatGPT背后的引擎和盈利逻辑，正是扎根于 微软的Azure云计算平台。 自xAI推出Grok以来，马斯克就不断在社交平台上挑衅OpenAI，炮轰其"闭源""受控""不道德"，再加上对微软的敌 意，"Macrohard"的诞生就不仅是一个商标动作，而是一场AI战线上的兵锋初试。 文︱陆弃 马斯克注册"Macrohard"商标的新闻，一开始看起来更像是一场硅谷式的玩笑，一次"中二"科技大佬对死敌微软的调侃。但如果你真把它当成互联网迷因， 那就错得离谱了。马斯克一向语带讥讽，却从不玩无用的段子。他的每一次嘲讽，都是一次商业伏笔。他不只是在戏仿微软，更是在用"Macrohard"这个字 眼，宣告自己将在人工智能领域发起一场更直接的正面冲突。而这个"戏仿版"商标，很可能会在几年内变成微软最不愿面对的竞争对手。 马斯克打这张牌，不止是为反微软，也是在修 ...

该行将微软2026年至2027年营收及营业利润预测分别上调2%至4%，以及3%，以反映云服务及生产力与 业务流程(PBP)业务收入的超预期增长。基于盈利增长潜力及现金流生成能力的提升，该行将现金流折 现法(DCF)目标价上调18%，从510.3美元上调至601.5美元，对应预测2026及2027财年市盈率分别为38.8 倍及33.6倍，维持"买入"评级。 招银国际发表研究报告指，微软截至6月底止第四财季营收达到764亿美元，按年增长18.1%，较该行及 市场共识预估分别高出3.6%及3.5%，三大业务部门全面超出预期；净利润按年增长23.6%，达到272亿 美元，受益于各业务营运效率提升，较该行预期及市场共识分别高出9%及8%。受大型客户推动核心基 础设施业务加速增长，Azure及其他云服务收入于第四财季按年增长39%，优于先前指引的34%至35%。 ...

瑞银维持微软的"买入"评级，目标价从600美元上调至650美元；将2026财年每股盈利预测从15.09美元 上调至15.73美元，并将2026财年资本开支预测上调至1200亿美元，对比此前预测为997亿美元。 瑞银发表研报指，微软次季再度交出亮眼成绩，Azure云服务增长率连续两季超出预期，整体收入增长 17%，利润率好过预期，未履行订单及新签约订单量分别增长35%及30%。该行认为，Azure增长动力主 要来自核心非AI需求，尤其是大型企业从本地部署迁移至Azure的工作负载，相应上调Azure增长预测， 预期微软2026财年资本开支将增长，但幅度或低于2025财年的增长58%。 ...

Core Insights - UBS reported that Microsoft delivered impressive results for the second quarter, with Azure cloud service growth rate exceeding expectations for two consecutive quarters, and overall revenue growth of 17% [1] - Profit margins surpassed expectations, with unfulfilled orders and new contract volumes increasing by 35% and 30% respectively [1] - UBS believes that the growth momentum for Azure primarily stems from core non-AI demand, particularly from large enterprises migrating workloads from on-premises to Azure [1] Financial Projections - UBS has raised its Azure growth forecast and anticipates that Microsoft's capital expenditures for fiscal year 2026 will increase, although at a lower rate than the 58% growth seen in fiscal year 2025 [1] - The target price for Microsoft has been increased from $600 to $650, and the earnings per share forecast for fiscal year 2026 has been adjusted from $15.09 to $15.73 [1] - Capital expenditure forecast for fiscal year 2026 has been raised to $120 billion, compared to the previous estimate of $99.7 billion [1]

8月4日消息，据外媒报道，当埃隆·马斯克暗示他正在考虑创办一家名为 Macrohard 的新公司时，他并不是在开玩笑。近日，xAI 已为"Marcrohard"申请了商 标，并为该商标的两个类别支付了 2300 美元。 外媒称，"Macrohard"这个名字显然是在戏仿微软"Microsoft"，马斯克与比尔·盖茨的关系一直不太好。而马斯克现在正在考虑创办一家名为"Macrohard"的新 公司，看来他确实认真地想要打造一个以人工智能为先、可能与微软竞争的软件公司。 马斯克的帖子暗示，该公司大部分代码将由人工智能编写，然后由人工智能代理进行迭代改进，这些代理会对代码进行评判，并不断进行改进。 今年7月，马斯克发帖称："我们正在xAI创建一家多智能体AI软件公司。这是一个宏观挑战，也是一个竞争激烈的难题！你能猜出这家公司的名字吗？" 马斯克的措辞——称其为"宏观（macro）"挑战和"难题（hard）"——让用户以为该公司会被称为"Macrohard"。当一位用户在评论中回复"Macrohard"时，马 斯克只是用一个眨眼的表情符号回复。 ...