格隆汇10月13日｜据IT之家，有网友在Reddit平台发帖称，他所在地区的塔吉特百货商店正在撤除微软 Xbox专柜，店员还向他表示美国堪萨斯州的所有门店都将清空Xbox库存。后续有用户在这条帖文的评 论区表示，他们几个月内都没在当地的塔吉特和沃尔玛看到Xbox主机有库存，随后一些媒体迅速以上 述帖文为消息源发布新闻，以"Xbox 终将衰亡"炒热度。微软官方发布声明回应称，"大型商超停售 Xbox主机"是不实传闻，塔吉特与沃尔玛等零售商仍是Xbox的长期合作伙伴，销售主机、配件与游戏 等。 ...

Core Insights - OpenAI has recently become the world's most valuable private company with a valuation of $500 billion following a series of significant transactions, including a multi-billion dollar deal with chip manufacturers Nvidia and AMD [1] - The company's ongoing need for funding may lead to further dilution of equity for its investors, including Microsoft, SoftBank, and Josh Kushner's Thrive Capital [1] - A key aspect of OpenAI's vision involves negotiations with Microsoft to transition into a more traditional for-profit structure, which is seen as a necessary step before going public [1] Shareholding Structure Post-Reorganization - Microsoft has invested over $13 billion in OpenAI and will become the largest single shareholder with approximately 30% ownership in the new structure [2] - Employees and the non-profit parent company of OpenAI will each hold nearly 30% of the shares, with both portions valued at around $150 billion based on the current valuation [2] - The non-profit parent company will lose special shareholder rights but will gain the power to nominate directors for the for-profit subsidiary, addressing concerns from state attorneys general [2] Future Negotiations and Legal Challenges - The final shareholding proportions and arrangements will depend on negotiations among OpenAI, Microsoft, state attorneys general, and other investors [3] - Elon Musk, an early donor to OpenAI, is suing to block the transition to a for-profit model, arguing it contradicts the organization's founding mission [2]

Core Points - Microsoft will stop providing security updates and technical support for Windows 10 starting October 14, increasing vulnerability to cyberattacks for many users [1] - Users are encouraged to upgrade to Windows 11, but some older devices may not meet the hardware requirements for the new system [1] - Users of incompatible devices have the option to either replace their hardware or pay $30 or use 1,000 Microsoft Rewards points to register for the Extended Security Updates program, which helps mitigate risks from malware and cybersecurity threats [1]

【#Win10系统即将停服#】据报道，美国微软公司将于10月14日起，停止对Windows 10系统提供安全更 新和技术支持，这意味着大量用户的电脑可能更容易遭到网络攻击。微软表示，虽然安装Windows 10 系统的设备还可继续运行，但将不再接受定期的安全更新，同时部分应用程序的功能可能会减弱。另 外，微软还建议用户尽快升级到Windows 11系统。 ...

Core Insights - Microsoft has found a buyer for its DSP business, which will be taken over by Amazon, marking a strategic shift in its advertising approach [1][7][10] - The decision reflects Microsoft's focus on core business areas and the recognition that its DSP operations were not a growth engine [5][6][23] - The partnership with Amazon allows Microsoft to retain its SSP platform, Monetize, which will integrate into Amazon's Certified Supply Exchange (CSE) program [8][14][18] Group 1: Microsoft’s Advertising Strategy - Microsoft’s DSP, Invest, will be shut down by February 28, 2026, with advertisers transitioning to Amazon DSP [7] - The company’s advertising revenue reached $3.4 billion in Q2 2025, a 9.2% year-over-year increase, indicating a strong market position despite the DSP exit [4] - Microsoft is shifting its advertising strategy towards a "conversational advertising experience" driven by AI, moving away from traditional DSP operations [5][6] Group 2: Market Dynamics and Competition - The decision to partner with Amazon is notable given their competitive relationship in cloud computing and enterprise AI [10][12] - Other potential buyers like The Trade Desk and Google were deemed unsuitable due to strategic misalignments and regulatory concerns [11][12] - Amazon's extensive media assets and data capabilities make it a practical choice for Microsoft’s DSP transition [12][14] Group 3: Implications for the Advertising Ecosystem - The integration of Microsoft’s Monetize into Amazon’s CSE will enhance ad targeting and efficiency, benefiting both advertisers and media partners [14][16] - This partnership may lead to a shift in the advertising landscape, where platforms with data control dominate, potentially reducing the bargaining power of media publishers [21][22] - The trend towards closed ecosystems in digital advertising raises concerns about the diminishing role of neutrality and independence in the market [25][26][27]

格隆汇10月13日｜微软将于10月14日起停止对Windows 10系统提供安全更新和技术支援，这意味着大 量用户的电脑可能更容易遭到网路攻击。微软表示，虽然安装Windows 10系统的设备还可继续运行， 但将不再接受定期安全更新，同时部分应用程式的功能可能会减弱，建议用户尽快升级到Windows 11 系统。 ...

转自：央视财经 综合《新西兰先驱报》等媒体12日报道，美国微软公司将于10月14日起，停止对Windows 10系统提供安全更新和技术支持，这意味着大量用户的电脑可 能更容易遭到网络攻击。 微软表示，虽然安装Windows 10系统的设备还可继续运行，但将不再接受定期的安全更新，同时部分应用程序的功能可能会减弱。 另外，微软还建议用户尽快升级到Windows 11系统，但实际上，一些旧电脑并不符合运行新系统的硬件要求。 因此，这些用户要不选择更换设备，要不就要花30美元或1000个微软奖励积分来注册微软的扩展安全更新程序，该程序可帮助降低恶意软件攻击和网络安 全威胁的风险。 Windows 10于2015年发布，截至2025年7月，StatCounter的数据显示，Windows 11以51.77%份额首次超过了Windows 10的45.02%份额。Windows 11于2021 年10月发布，到第一年年底的安装量不到10%。2023年，其市场份额攀升至28%，到2024年底，达到36%。 （央视财经） ...

Core Points - Microsoft will stop providing security updates and technical support for Windows 10 starting October 14, which increases the risk of cyberattacks for many users [2] - Users can continue to run Windows 10, but will not receive regular security updates, and some application functionalities may diminish [2] - Microsoft recommends users upgrade to Windows 11, but many older computers do not meet the hardware requirements for the new system [2] - Users of incompatible devices have the option to either replace their hardware or pay $30 or use 1,000 Microsoft Rewards points to register for the Extended Security Update program, which helps mitigate risks from malware and cyber threats [2]

Core Insights - Microsoft is hiring two financial transformation leaders to enhance operational efficiency and unify the financial processes of its Xbox game studios [1] - Despite strong performance on paper, Xbox is facing significant profit challenges, with rising console prices, increased Game Pass fees, and communication issues being major concerns [1] - Internally, Microsoft is pressuring Xbox to meet ambitious profit targets, particularly following its $68 billion acquisition of Activision, which has created financial strain [1] Group 1 - Microsoft aims to urgently push a transformation plan to ensure consensus among its game studios [1] - Xbox's current outlook is bleak, with profit issues overshadowing its apparent success [1] - The acquisition of Activision is seen as a burden, with stakeholders expecting ongoing returns from this investment [1]

Group 1 - Microsoft Advertising's DSP platform, Invest, will be shut down by February 28, 2026, with advertisers being transitioned to Amazon's DSP [8][12] - Amazon and Microsoft have established a partnership where Microsoft's SSP platform, Monetize, will join Amazon's Certified Supply Exchange (CSE) program, becoming a key supply source on Amazon's DSP [1][16] - Microsoft has shifted its focus from building a complete advertising stack to a "conversational advertising experience" driven by AI, indicating a strategic pivot away from traditional DSP operations [5][7] Group 2 - The DSP market share for Microsoft's Invest has been relatively small, ranging between 6-8%, making it less competitive compared to major players like Google and Amazon [6][12] - The operational complexity and long-term investment required to run a global DSP were deemed unsustainable for Microsoft, leading to the decision to exit this segment [6][7] - Microsoft retains its SSP platform, Monetize, which focuses on internal efficiency rather than external competition, allowing it to optimize its own advertising inventory [9][11] Group 3 - The partnership with Amazon allows Microsoft to leverage Amazon's extensive data and resources, enhancing the efficiency of ad placements through a combination of external and internal targeting [16][18] - This collaboration may lead to increased demand for ad placements on Microsoft's Monetize platform, potentially improving fill rates and pricing for media partners [18][20] - The integration into Amazon's CSE requires adherence to Amazon's operational rules, which may limit the flexibility of Microsoft's SSP in the long term [20][24] Group 4 - The shift towards a more closed and integrated advertising ecosystem reflects a broader industry trend where platforms prioritize control over neutrality, impacting the dynamics of digital advertising [28][30] - The evolving landscape suggests that achieving neutrality and independence in digital advertising is becoming increasingly challenging, with a shift towards efficiency-driven ecosystems [29][30]