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].

Group 1 - The core point of the news is that Elon Musk's AI company xAI has submitted a trademark application for "Macrohard," which is currently accepted by the U.S. Patent and Trademark Office but not yet assigned to an examiner [1] - In July, Musk hinted at the name of his new company on the X platform, responding with a wink emoji when a user suggested "Macrohard" [2] - The name "Macrohard" is perceived as a playful jab at "Microsoft," reflecting Musk's past disagreements with Microsoft founder Bill Gates [3]

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].

Core Viewpoint - The rapid development of AI technology is leading to significant environmental costs, including increased carbon emissions and resource consumption, which companies like Microsoft are attempting to offset through carbon removal projects [1][4][10]. Group 1: Environmental Impact of AI - AI's infrastructure expansion is associated with substantial electricity, water consumption, and rising carbon emissions, with Microsoft reporting a 23.4% increase in carbon emissions since 2020 due to its cloud computing and AI business growth [1][4]. - The training and operation of AI models, such as Mistral Large 2, have been shown to produce significant carbon footprints, equivalent to the emissions of 5,000 cars over a year, and consume vast amounts of water [7][9]. - Major tech companies, including Amazon and Microsoft, have seen their operational carbon emissions increase dramatically, with Microsoft experiencing a 155% rise from three years ago [6][7]. Group 2: Carbon Removal Initiatives - Microsoft has signed a significant deal with Vaulted Deep to achieve a carbon removal target of 4.9 million tons by 2038, with the deal potentially costing up to $1.7 billion [3][4]. - The carbon removal method employed by Vaulted Deep involves injecting organic waste into deep underground layers, effectively sealing it to prevent environmental contamination [3][4]. Group 3: Criticism of Carbon Offset Strategies - Experts criticize the practice of purchasing carbon credits as a means of offsetting emissions, arguing that it does not equate to actual emission reductions and can mislead the public regarding a company's environmental impact [4][10]. - The current carbon accounting mechanisms used by tech companies are seen as flawed, allowing them to claim zero emissions through market-based accounting without addressing the root causes of emissions [6][10]. Group 4: Future Projections and Recommendations - The AI sector is projected to consume vast amounts of resources, with estimates suggesting it could use up to 66 billion cubic meters of water annually by 2027, and data center energy consumption could double by 2030 [9][10]. - Experts advocate for a shift towards renewable energy and improved transparency in environmental impact reporting, emphasizing the need for government regulation to enforce accountability in carbon neutrality commitments [11].

Core Perspective - The registration of the "Macrohard" trademark by Musk is not merely a joke but a strategic move indicating a direct confrontation with Microsoft in the AI sector [1][3][4] Group 1: Symbolism and Competition - "Macrohard" is a direct play on "Microsoft," symbolizing Musk's rivalry with Bill Gates and highlighting their differing views on AI development [3][4] - Musk's ongoing provocations against OpenAI and Microsoft suggest that "Macrohard" represents the initial skirmish in a broader AI conflict [3][4] Group 2: Ambitions and Industry Disruption - Musk aims to establish "Macrohard" as a "multi-agent AI software company," intending to revolutionize software development rather than just create AI applications [4][6] - The potential for an AI-driven ecosystem that could challenge traditional software development methods poses a significant threat to Microsoft's core business [4][6] Group 3: Global AI Arms Race - The registration of "Macrohard" signifies a shift in the global AI competition, moving from model-centric battles to redefining AI's role in software ecosystems [6][8] - Musk's strategy not only targets Microsoft but also seeks to re-establish his relevance in the AI industry after feeling sidelined by major players [6][8] Group 4: Future Potential - The "Macrohard" brand could signify a new phase in the software industry, potentially leading to a reshuffling of the competitive landscape [8] - The name "Macrohard" may serve as a disruptive entry point into the next generation of development logic and AI paradigms, challenging established giants like Microsoft [8]

Core Viewpoint - The report from CMB International highlights Microsoft's strong performance in Q4, with revenue and net profit exceeding expectations, driven by growth in cloud services and operational efficiency [1] Financial Performance - Microsoft's Q4 revenue reached $76.4 billion, representing an 18.1% year-on-year growth, surpassing both CMB International's and market consensus estimates by 3.6% and 3.5% respectively [1] - Net profit increased by 23.6% year-on-year to $27.2 billion, exceeding CMB International's and market consensus estimates by 9% and 8% respectively [1] Business Segments - All three major business segments outperformed expectations, with the core infrastructure business experiencing accelerated growth driven by large clients [1] - Azure and other cloud services revenue grew by 39% year-on-year in Q4, outperforming the previous guidance of 34% to 35% [1] Future Projections - CMB International has raised its revenue and operating profit forecasts for Microsoft for 2026 to 2027 by 2% to 4% and 3% respectively, reflecting the stronger-than-expected growth in cloud services and productivity and business processes (PBP) [1] - The discounted cash flow (DCF) target price has been increased by 18%, from $510.3 to $601.5, corresponding to projected P/E ratios of 38.8 and 33.6 for the fiscal years 2026 and 2027 [1] - The rating remains "Buy" based on the potential for profit growth and improved cash flow generation capabilities [1]

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。 ...