About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

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第三项调查将关注DMA是否足以解决云计算行业中阻碍竞争或不公平的商业行为。欧盟委员会指出， 调查内容包括云服务之间的互操作性障碍、企业用户在数据访问方面受限或受条件限制、服务捆绑销 售，以及合同条款可能存在的不对等性等。 按照市场研究机构Synergy Research的数据，亚马逊、微软与谷歌合计占据约70%的欧洲云计算市场份 额，行业集中度极高。 谷歌(GOOG.US,GOOGL.US)周五表示，已撤回其向欧盟委员会针对微软(MSFT.US)云计算业务提出的 反垄断投诉。此举发生在欧盟依据《数字市场法案》(DMA)正式对微软云服务展开新一轮调查之后。 谷歌在2024年9月向欧盟委员会提交投诉，指控微软在其Azure云计算服务中采取不公平的许可政策。然 而，本月早些时候，欧盟监管机构已启动对微软与亚马逊(AMZN.US)在云计算领域市场力量的正式调 查，此举使得谷歌选择撤回投诉。 根据《数字市场法案》的框架，欧盟共启动三项调查。前两项将评估亚马逊AWS与微软Azure是否应被 认定为云计算领域的"守门人"，即充当企业与消费者之间的重要数字服务入口。值得注意的是，这两项 服务目前尚未达到DMA所设定的规模、用 ...

In today's rapidly changing and fiercely competitive business landscape, it is essential for investors and industry enthusiasts to thoroughly analyze companies. In this article, we will conduct a comprehensive industry comparison, evaluating Microsoft (NASDAQ:MSFT) against its key competitors in the Software industry. By examining key financial metrics, market position, and growth prospects, we aim to provide valuable insights for investors and shed light on company's performance within the industry.Microso ...

To see all that our exclusive membership has to offer, sign up for a free trial by clicking on the button below!At the CEF/ETF Income Laboratory , we manage closed-end fund (CEF) and exchange-traded fund (ETF) portfolios targeting safe and reliable ~8% yields to make income investing easy for you. Check out what our members have to say about our service.Nick Ackerman is a former financial advisor using his experience to provide coverage on closed-end funds and exchange-traded funds. Nick has previously held ...

I wonder Gina, from a market participants perspective, how does this influence how you will approach today, trading or otherwise. >> Well, you've given us a range that goes from nothing to a lot. So, uh it's a it's a pretty wide range, but look, our 2026 road map um does assume that we continue to see significant capex spending into the infrastructure of AI.Um and we do think that that continues to support uh the kind of let's call it the picks and shovels uh of that uh ecosystem which includes Nvidia, it i ...

作为 PC 行业的软件巨头，微软的 Windows 和 Office 已成各行各业绕不开的基础软件。然而，一些公司曾出于成本、协作方式、使用习惯等原 因，一度萌生过"弃用"的念头。但事实证明，基础软件的迁移往往远比想象中复杂得多。 2018 年，欧洲一家民航巨头空客（Airbus）就信心满满地宣布，要摆脱微软的束缚，其计划将 130,000 名员工从 Microsoft Office 办公软件转向 Google Workspace（彼时还叫做 G Suite），并预计使用 18 个月就能完成迁移。 然而，时至今日，据外媒 The Register 报道，Airbus 的"去微软化"之路仍然遥遥无期。理论上，这是一家世界 500 强企业，资金雄厚、人才顶尖， 为什么迁移如此困难？这个问题也引发了外界的广泛关注。 图源 Nano Banana 迁移计划：淘汰本地部署的 Office，迈向云端数字化 7 年前，Airbus 时任 CEO Tom Enders 在一份内部备忘录中表示，这一决定将塑造公司的未来，也是企业数字化转型的新阶段。 为此，他们计划把全部员工迁移到 Google 的云端办公与协作工具上，同时淘汰 ...

"AI的采用速度，是人类历史上最快的一次。但AI项目的成功率，远没有大家想象的那么高。" 2025年的微软年度大会Ignite上，微软业务CEO Judson Althoff表示，提高成功率意味着业务和IT专业人 员之间需要更紧密的合作，而合作伙伴是将智能技术带给微软各行各业客户的关键所在。微软超过50万 的合作伙伴生态系统，对于微软达成人工智能交易至关重要。 "此外，中国用户在AI应用场景探索方面全球领先。如果合作伙伴缺乏AI技术服务能力，就无法与客户 探讨场景，更无法满足需求。" 庆雪辉称，因此，谁能坚定"All in AI"，前瞻布局并投入资源，谁就能在市场中脱颖而出。长虹佳华在 AI领域的投入非常果断，不到两年的时间里，拿下7项微软高级认证。 "AI时代，需求重心转向生产性服务行业，这是一个巨大的市场空间。" 这意味着，AI时代的微软，将比此前更依赖于它的合作伙伴生态，去售卖产品和服务。 而在中国，微软也在试图吸纳新的生态服务商，以此开拓包括Microsoft 365 Copilot副驾驶以及Microsoft Agent 365等在内新的产品和服务市场，并提升微软在中国IT服务行业的份额与营收。 在 ...

微软声称，他们正在开发"Copilot for Work"，并将其集成到 Windows 11 的 Edge 浏览器中，因为他们听 到了用户想要使用 Copilot 模式的呼声。 但部分用户对此并不买账。用户们留言称，他们"又不是小孩子"，不需要被强行塞一个聊天机器 人。"不，你听错了。根本没人要求引入这么多人工智能。事实上，每个人都想知道如何移除它们。" 不过，外媒称，微软的社交媒体团队只回应了少数对Edge浏览器Copilot模式的赞扬，而对铺天盖地的 批评置之不理。 外媒表示，企业可以随意夸大其词，但问题在于，微软试图兜售一种企业迫切需要这项功能的说法。至 少从社交媒体上的反响来看，事实并非如此。（思瀚） 来源：环球网 【环球网科技综合报道】11月28日消息，据Windows Latest报道，微软再次试图在社交媒体上宣传其 Copilot模式，但消费者反响不佳。 ...

Core Viewpoints - Michael Burry emphasizes that the primary indicator of a bubble is supply-side greed, which leads to over-expansion and ultimately market crashes, rather than demand shortages or profit deficiencies [7][11][12] - The current AI boom mirrors the 1990s internet bubble, with significant investments in AI infrastructure that may not align with actual demand [12][13] Group 1: Historical Analysis of Bubbles - The internet bubble of the 1990s was driven by excessive capital investment in data transmission infrastructure, leading to a supply-demand imbalance [7][8] - Major companies like AT&T and MCI invested heavily in infrastructure, but the actual demand for broadband was not met, resulting in a significant market crash by 2002 [8][11] - Similar patterns of over-investment leading to market corrections have been observed in the real estate bubble of the 2000s and the shale oil revolution of the 2010s [11] Group 2: Current AI Landscape - Major tech companies plan to invest nearly $3 trillion in AI infrastructure over the next three years, raising concerns about potential overcapacity [12] - OpenAI's projected spending of $1.4 trillion over eight years, with revenues not even close to covering this expenditure, highlights the unsustainable nature of current valuations [12] - The rapid pace of technological advancement in AI, particularly with companies like NVIDIA, raises questions about the longevity and economic viability of older chip models [22][23] Group 3: Financial Practices and Risks - Burry points out that major tech firms are extending the depreciation periods of their assets, which artificially inflates reported profits [20][21] - This accounting practice can lead to significant risks, as seen in the case of Baidu, which had to write down substantial asset values after extending depreciation periods [25] - The rapid obsolescence of technology, particularly in data centers, poses a risk of "zombie assets" that may not generate expected returns [24] Group 4: Clarifications on Misinterpretations - Burry clarifies that his positions in options against companies like Palantir and NVIDIA have been misrepresented in the media, emphasizing the importance of accurate reporting [26] - He distinguishes between criticizing accounting practices and directly accusing companies of fraud, asserting that his concerns are about industry-wide practices rather than specific companies [26]