Core Point - Space42, in collaboration with Core42 and Microsoft, has launched the UAE's first "Sovereign Mobility Cloud" to enhance data security and compliance for mobility and autonomous driving within the UAE [1] Group 1: Project Overview - The Sovereign Mobility Cloud aims to ensure safe and compliant management of mobility and autonomous driving data in the UAE [1] - Microsoft and Core42 will provide the cloud infrastructure, AI platform, and training support for the initiative [1] Group 2: Operational Achievements - Space42 operates the TXAI autonomous driving system in Abu Dhabi, achieving nearly 600,000 kilometers of accident-free driving [1] Group 3: Industry Impact - This project represents a significant breakthrough for the UAE in the fields of autonomous driving data sovereignty and smart transportation [1] - It sets a global benchmark for safety and innovation in the region [1]

摩根士丹利：将微软(MSFT.US)目标价从582.00美元上调至625.00美元。 ...

智通财经APP获悉，摩根士丹利发表研报，将软件巨头微软(MSFT.US)列为其软件领域首选股，将该股 目标价从582美元上调至625美元，并维持"增持"评级。 Weiss总结道："总而言之，我们理解市场存在的担忧，但我们认为，现有数据与调研结果均支持微软增 长具备持续性这一观点。两位数的增长速度、运营成本管控能力、股票回购计划，再加上股息收益，共 同构成了微软较高双位数的可持续总回报率水平，而当前股价尚未充分反映这一价值。" 此外，有观点担忧，随着OpenAI转向其他合作伙伴，Azure的增长可能会放缓，但Weiss表示事实并非 如此——因为Azure的业务范畴远不止生成式人工智能。 他补充道："我们通过资本支出推算出的Azure AI业务收入，显示出当前Azure业绩存在显著超出我们预 期的空间。在我们的资本支出模型中，Azure AI业务的隐含贡献规模，是基于专门投入人工智能相关项 目的资本支出额度来测算的。" 最后，近期调研数据显示，微软办公生产力应用在用户心智与市场份额上均具备"持续性"优势，且其持 续优化产品的能力已多次得到验证。 摩根士丹利分析师Keith Weiss在报告中指出："围绕微软与Op ...

摩根士丹利将微软目标价从582美元上调至625美元，维持对微软"增持"评级。 ...

Core Insights - OpenAI has formed unprecedented partnerships with major tech companies like Nvidia and Oracle, raising questions about Microsoft's future dominance in the GenAI space [1] - Morgan Stanley's report suggests that concerns about Microsoft being marginalized are unfounded, upgrading Microsoft's stock to "preferred" with a target price of $625, indicating a 23% upside from the current price [1][4] Group 1: Microsoft's Strategic Positioning - Microsoft's selective "letting go" of certain high-value contracts is seen as a sign of strategic maturity and confidence, prioritizing lower concentration, higher-margin enterprise customers in a resource-constrained environment [4][5] - The new non-binding Memorandum of Understanding (MOU) between Microsoft and OpenAI indicates that their collaboration is evolving, with Microsoft likely prioritizing long-term access to OpenAI's intellectual property [6][4] Group 2: Azure and AI Growth Potential - Microsoft's Azure AI business is projected to reach $10.4 billion in revenue by FY2025 and exceed $20 billion by FY2029, with a conservative estimate suggesting significant revenue potential even at a 30% gross margin scenario [9] - The diversification of AI-related business growth is evident, with Microsoft securing more AI cloud contracts outside of OpenAI, indicating a trend towards a more distributed revenue structure [11] Group 3: Enterprise Applications and Long-term Barriers - Microsoft's productivity applications (M365, Copilot) and its "digital workplace + knowledge worker" ecosystem are crucial for maintaining high customer retention against emerging AI competitors [14] - A survey indicates that 33% of enterprise customers have upgraded to the higher-tier E5 version of O365, with over half planning further upgrades, showcasing strong customer commitment to Microsoft's ecosystem [14]

英国《卫报》8月6日曾报道说，以色列军方使用微软云计算平台Azure存储对巴勒斯坦平民进行大规模 监听获得的通话数据。微软8月15日宣布对此进行调查。 史密斯在博客中表示，目前已找到支持《卫报》报道内容的证据，"包括以色列国防部使用Azure在荷兰 的存储容量及使用人工智能服务的相关信息"，相关调查仍在进行中。 新华社旧金山9月25日电（记者吴晓凌）美国微软公司25日宣布，决定禁止以色列国防部一机构使用微 软云计算平台和人工智能等服务对巴勒斯坦平民进行大规模监控。 微软总裁布拉德·史密斯当日在公司博客上说，微软已将该公司停止并禁用特定云存储和人工智能服务 的决定告知以色列国防部，并就采取的相关措施与以色列国防部进行了沟通，确保该公司服务不被用于 对平民的大规模监控。 ...

年11月13日在英国伦敦拍摄的微软品牌标识。新华社发（蒂姆·爱尔兰摄） 这是2021 微软与以色列政府的合作一直存在争议，在公司内部也曾引发员工抗议。"我知道很多人都关心这个话 题，"史密斯在发给员工的一封邮件中写道。 微软公司25日公布了这封邮件。史密斯强调审查仍在进行中，"我将在未来几天或几周内，在适当时候 分享更多信息。" 美联社今年早些时候援引微软内部数据报道说，以色列军方使用微软Azure云服务平台来汇编通过大规 模监控收集的电话、短信等信息，并将这些信息转录和翻译。随后，相关部门将这些情报与以色列内部 的人工智能系统交叉核对，以确定空袭目标。 新华社北京9月26日电 美国微软公司25日说，该公司已停止对以色列国防部一机构的部分服务。英国媒 体此前公布的一项调查显示，以色列方面利用微软的服务对加沙地带巴勒斯坦平民进行大规模监控。 英国广播公司25日援引微软公司总裁布拉德·史密斯的话报道，以色列国防部利用微软的技术对平民进 行大规模监视，这违反了微软的标准服务条款。该公司随后通知以色列国防部，将"停止和禁用"某 些"订阅及其服务"，包括使用特定的云存储和人工智能服务和技术，重点是确保微软的服务不被用于 ...

格隆汇9月26日｜OpenAI首席执行官萨姆·奥特曼在社交平台发帖称，与SAP和微软合作在德国推出一款 主权云服务，很开心；帮助政府使用我们的前沿模型对我们来说很重要。 ...

摩根士丹利将微软的目标价从582美元上调至625美元，维持"增持"评级。 ...

Core Points - Microsoft has halted the provision of cloud and AI services to a specific department of the Israeli Defense Ministry following reports of large-scale surveillance of Palestinians using its Azure services [1][2] - This action marks the first known instance of a U.S. tech company withdrawing services from the Israeli military since the recent escalation of the Israel-Palestine conflict [1] - Microsoft President Brad Smith stated that the company does not provide technology for mass surveillance of civilians and confirmed evidence supporting the reports [1] Summary by Sections Company Response - Microsoft has conducted a preliminary investigation and found the reports regarding the use of its services for surveillance to be accurate, leading to the decision to stop and disable specific subscriptions and services for the Israeli Defense Ministry [1] - The company emphasized that this decision will not affect its cybersecurity services provided to Israel and other Middle Eastern countries [1] Surveillance Details - An investigation by The Guardian and Israeli media revealed that the Israeli military's 8200 intelligence unit stored millions of Palestinian phone records using Microsoft Azure services [2] - A security official from Israel stated that the operational capabilities of the Israeli Defense Forces have not been compromised by Microsoft's decision [2]