Switzerland's competition watchdog has launched a preliminary investigation into Microsoft's licensing fees following complaints from businesses and public-sector bodies about recent price increases, ... ...

美股大型科技股盘前多数上涨，英伟达涨0.6%，亚马逊、谷歌A涨0.3%，Meta、微软、特斯拉涨 0.2%，苹果跌0.1%。 来源：滚动播报 ...

Core Insights - Wikipedia has announced partnerships with major tech companies including Microsoft, Meta, and Amazon, enhancing its ability to monetize the reliance of tech firms on its platform [1] Group 1 - The partnerships signify a strategic move for Wikipedia to leverage its content and user base for financial gain [1] - Collaborations with these Big Tech companies may lead to increased visibility and usage of Wikipedia's resources [1] - This initiative marks a significant evolution in Wikipedia's approach to funding and sustainability in the digital landscape [1]

微软公司的一位发言人表示："微软致力于遵守瑞士的竞争法，并将与瑞士竞争委员会合作，配合其初 步调查工作。 责任编辑：于健 SF069 瑞士竞争委员会周四表示，已对微软在该国的许可费上涨问题展开初步调查。 该反垄断机构表示，已收到私营企业以及众多政府机构和上市公司方面的投诉，称微软的产品授权价格 大幅上涨，这可能表明存在不正当的竞争限制行为。 瑞士竞争委员会周四表示，已对微软在该国的许可费上涨问题展开初步调查。 该机构（又称 COMCO）在一份声明中表示："如果这些迹象得到证实，这将足以促使启动正式调查。" 该反垄断机构表示，已收到私营企业以及众多政府机构和上市公司方面的投诉，称微软的产品授权价格 大幅上涨，这可能表明存在不正当的竞争限制行为。 该机构（又称 COMCO）在一份声明中表示："如果这些迹象得到证实，这将足以促使启动正式调查。" 微软公司的一位发言人表示："微软致力于遵守瑞士的竞争法，并将与瑞士竞争委员会合作，配合其初 步调查工作。 责任编辑：于健 SF069 ...

Group 1 - Switzerland's competition commission has initiated a preliminary investigation into Microsoft's licensing fees in the country [1]

微软(MSFT.US)已与Indigo Carbon达成协议，将采购创纪录的285万份与美国再生农业相关的土地碳信 用额度。尽管与人工智能(AI)相关的碳排放激增，但这家科技巨头仍决心在2030年前实现"负碳排放"。 微软是全球最大的碳清除信用额度买家。该公司并未透露这项为期12年的协议的具体金额。但根据一位 了解交易的人士透露，Indigo Carbon的碳信用额度处于每吨60美元至80美元的历史区间，这意味着这笔 交易的价值将在1.71亿至2.28亿美元之间。 Indigo Carbon政策、合作与影响事务高级总监梅雷迪思赖斯菲尔德(Meredith Reisfield)在接受采访时表 示："这使土壤碳移除的重要性进入企业气候行动视野，对Indigo Carbon而言，这确实巩固了我们在高 诚信度碳信用领域的声誉和领导地位。"她补充道，农民也能获得经济收益，可从任何给定发行期或作 物年度的碳信用加权平均成本中获得75%的收益。 微软碳移除总监菲利普古德曼(Phillip Goodman)表示："微软对Indigo Carbon的再生农业方法感到振奋， 该方法通过经核验的碳信用和向种植者支付款项来提供可衡量 ...

Summary of Key Points from the Citi CIO Survey Industry Overview - The survey focuses on the **Global Technology & Communications** sector, specifically examining IT budget growth expectations among CIOs in the US and EMEA regions [1][2][23]. Core Insights 1. **IT Budget Growth**: - IT budgets are expected to grow by **+3.3%** over the next 12 months, an increase from **+1.9%** in the previous survey [2][23]. - US IT budget growth accelerated to **+3.6%**, while EMEA saw an increase to **+2.4%** [2][26][27]. 2. **Investment Priorities**: - The top investment priority for CIOs is **Data Analytics/Generative AI**, followed by **Cybersecurity** and **Digital Transformation** [3][29]. - **Data Analytics/GenAI** reclaimed the top rank, indicating a shift in focus from Cybersecurity, which is now the second priority [3][12]. 3. **Generative AI Trends**: - Generative AI accounts for approximately **6%** of IT budgets, with CIOs favoring **Microsoft** as the preferred vendor, followed by **Amazon**, **OpenAI**, and **Google** [4][58]. - There is a notable expectation among CIOs that investments in Generative AI will lead to headcount reductions, with **53%** anticipating this outcome within the next 1-2 years [16][63]. 4. **Cybersecurity Budget Growth**: - Cybersecurity budgets are expected to grow by **~6.7%**, reflecting a **~1.6pt** increase in growth expectations [12]. - **64%** of CIOs believe that Generative AI initiatives will drive higher cybersecurity budgets [12]. 5. **Sector-Specific Insights**: - **Application & Data/Analytics Software**: Remains a high priority, with a focus on data modernization and AI infrastructure [8]. - **Cloud Providers**: Anticipated to benefit from increased spending, with projections for **AWS** and **Google Cloud** revenues growing by **+22.5%** and **+36%** respectively [15][19]. - **European Technology**: Shows improving sentiment with a projected IT budget growth of **+2.4%**, although still below trend rates [19]. Additional Important Insights 1. **Vendor Consolidation**: - There is a strong trend towards vendor consolidation in the cybersecurity space, with CIOs looking to streamline their vendor relationships [12][50]. 2. **Public Cloud Spending**: - Spending on public cloud infrastructure services is expected to grow by **6.1%** year-over-year, indicating a robust demand for cloud services [15][48]. 3. **Headcount and AI**: - The expectation of headcount reductions due to Generative AI investments has increased, with **77%** of CIOs expecting these savings within the next two years [16][63]. 4. **Economic Sentiment**: - CIOs report a less negative outlook on the macroeconomic environment, with **31%** indicating improved conditions over the last quarter [19][32]. 5. **Pricing Behavior**: - A majority of CIOs have noted that software vendors are maintaining or increasing prices, which could impact budget allocations [38]. This summary encapsulates the key findings from the Citi CIO Survey, highlighting trends in IT budget growth, investment priorities, and the impact of Generative AI on the technology landscape.

Microsoft has agreed with Indigo Carbon to buy a record 2.85 million soil carbon credits linked to regenerative agriculture in the United States, as the tech giant aims to become "carbon negative" by ... ...

微软在1月13日的官方博文中援引国际能源署数据，到2035年，美国数据中心用电需求将从现在的每年 200太瓦时猛增到640太瓦时，相当于德国全国一年的用电量。而美国电网"老掉牙"，大部分输电线路运 行超过40年，早就超负荷运行。新建一条高压输电线路，从规划到建成最少需要7年；新建发电站，也 得等5年左右。 超大型AI数据中心消耗的电量，抵得上一座几十万人城市的耗电量。全美已有4000多个这样的"电老 虎"，未来四年数量还可能翻三倍。它们日夜不停地训练大模型、处理你的每一条搜索和视频，电表转 得比飞轮还快，结果电网撑不住了，电费上涨。 巨头们不仅在抢电，还在"围猎"能源人才。2024年大型科技公司能源相关招聘量同比激增34%，招聘重 点从"可持续发展"形象岗转向能源采购、电力市场交易、电网接入策略等基础设施职位。亚马逊(包括 AWS)招聘达605人，微软自2022年招募超570名能源专家，谷歌也增加了约340人。 在得克萨斯州，每个月都有几十吉瓦的数据中心用电申请，但电网能批下来的只有1吉瓦出头。卡内基 梅隆大学研究警告，数据中心扎堆地区，居民电费可能被推高25%。彭博社数据显示，某些地区批发电 价五年涨了26 ...

微软与OpenAI的协同效应持续显现，尽管37%的首席信息官预计未来将使用Azure OpenAI服务，但这一 比例较2025年第二季度57%的调查数据已显著回落。 摩根士丹利分析师凯斯·韦斯(Keith Weiss)团队在周三发布的研究报告中指出："伴随软件支出环境的持 续改善，我们认为微软作为科技平台最可能持续受益。根据首席信息官调研数据，市场对微软2026年加 权平均支出增速预期达7.3%，体现企业级客户对其长期投入的坚定信心。" 调研数据进一步显示，92%的受访首席信息官计划在未来12个月内使用微软的生成式AI产品，而这一比 例在2024年曾高达95%。 韦斯在报告中强调："根据最新首席信息官调查数据，微软Azure仍被视为首选公有云厂商，且预计未来 三年将持续保持领先地位。当前，53%的企业应用程序工作负载已部署于Azure平台，而调研显示这一 核心部署比例在未来三年将维持稳固态势——值得注意的是，在此期间公有云整体市场采用速度仍在加 速提升，形成'头部厂商份额稳固+行业渗透率提升'的双重增长动能。 智通财经APP获悉，摩根士丹利首席信息官(CIO)调查表明，企业 2026 年软件预算有望同比再增 ...