Core Viewpoint - IBM is competing with Google, Amazon, Microsoft, and several startups to develop the first viable quantum computer [1] Company Summary - IBM is positioning itself as a leader in the quantum computing race, indicating a strong commitment to advancing this technology [1] - The competition includes major tech companies and startups, highlighting the significance and urgency of achieving breakthroughs in quantum computing [1] Industry Summary - The quantum computing industry is rapidly evolving, with multiple players vying for dominance, which could lead to significant advancements in computational capabilities [1] - The race for quantum computing is indicative of broader trends in technology innovation and investment, as companies seek to leverage quantum capabilities for various applications [1]

布拉德·史密斯（资料图） 图源：外媒 被解雇的员工之一、微软前工程师里基·法梅利表示，公司高层对抗议的定义过于狭隘，往往会引导员 工通过所谓"正规渠道"反映意见，但这些渠道在过去一年已被证明是"死胡同"。 史密斯还提到英国《卫报》8月6日的一篇报道。该报爆料称，以色列国防军某部队依赖微软的Azure云 服务对加沙地带的巴勒斯坦人实施大规模监控。对此，史密斯表示，公司正在认真核实相关指控，并将 调整内部流程以防止类似问题。 据美国"商业内幕"网站11日报道，微软总裁布拉德·史密斯在一场内部会议上明确表示，此前在公司内 部参与加沙相关抗议活动的员工，无法保住自己的工作。 当地时间9月11日，史密斯在会上就公司解雇部分员工的决定表态。他说，关于微软技术被以色列方面 用于监控巴勒斯坦人的媒体爆料，公司已聘请律师事务所进行调查，并正在着手完善内部机制，让员工 在怀疑客户滥用微软服务时可直接举报。 自以色列在加沙地带发动军事行动以来，微软员工参与的反战抗议活动不断升级，他们的主要诉求是让 微软结束与以色列军方的合作。8月底，几名员工闯入并占领史密斯的办公室静坐示威，随后4名参与员 工被公司解雇。 在9月11日的会议上，史 ...

Core Points - The European Union has accepted Microsoft's commitments to unbundle its Teams platform from its productivity apps, avoiding a potential antitrust fine [2][4] - Microsoft will offer Office 365 and Microsoft 365 suites at reduced prices without Teams and allow long-term license customers to switch to versions without Teams [4][5] - The commitments include a 50% increase in the price difference between suites with and without Teams, and clearer advertising for suites without Teams [5][6] Group 1 - The EU's decision binds Microsoft to end tying practices for at least seven years, promoting competition against Teams [3] - The antitrust investigation was initiated in July 2023 following a complaint from Salesforce-owned Slack, which competes with Teams [6] Group 2 - Microsoft has expressed appreciation for the dialogue with the EU Commission and is committed to implementing the new obligations promptly [6]

Core Insights - The European Commission has accepted Microsoft's proposed commitments to address competition issues related to its Teams platform [1] - The investigation initiated in 2023 found that Microsoft gained an unfair competitive advantage by bundling its productivity applications with Teams, thereby limiting competition in the cloud communication and collaboration market [1]

Core Points - The European Union has accepted Microsoft's proposed solution to end the investigation into the alleged illegal bundling of the Teams video conferencing application, allowing Microsoft to avoid a significant antitrust fine [1] - Microsoft has committed to unbundling Teams from its popular Office suite, addressing competition concerns raised by the EU [1] - The EU previously warned Microsoft that its behavior since 2019 had given Teams an unfair advantage over competitors [1] Summary by Sections - **Regulatory Outcome** - The EU's acceptance of Microsoft's solution marks the conclusion of the investigation into the company's practices [1] - Microsoft will now sell Teams separately from Office 365 and Microsoft 365 [1] - **Commitments Made by Microsoft** - Microsoft has agreed to charge lower fees for the Office suite that does not include Teams [1] - The company will also improve interoperability for competing software using Microsoft services [1] - **Statements from Microsoft** - Nanna-Louise Linde, Microsoft's Vice President of European Government Affairs, expressed gratitude for the dialogue with the EU Commission that led to the agreement [1] - Microsoft plans to implement these new obligations immediately and comprehensively [1]

Core Insights - Microsoft and OpenAI have signed a non-binding cooperation agreement allowing OpenAI to restructure into a for-profit company [1][2] - OpenAI's revenue has grown to billions, prompting a shift towards a traditional corporate structure and partnerships with other cloud providers [2] - OpenAI's non-profit division is expected to receive over $100 billion, representing 20% of its $500 billion valuation in private markets [2] Group 1 - Microsoft invested $10 billion in OpenAI in 2019 and an additional $10 billion in early 2023 [2] - Microsoft previously held exclusive rights to sell OpenAI software tools through its Azure cloud platform [2] - OpenAI is seeking regulatory approval for its new structure from California and Delaware authorities [3] Group 2 - OpenAI is pursuing its own data center projects, including a $300 billion long-term contract with Oracle and a cloud computing agreement with Google [2] - The exact ownership stake Microsoft will have in OpenAI and whether it retains exclusive rights to OpenAI's latest models and technologies remains undisclosed [3] - OpenAI faces a risk of losing billions in funding if it does not complete its restructuring by the end of the year [3]

| MSFT 微软 | | | | --- | --- | --- | | 501 010 ↑ +0.640 +0.13% | | 收盘价 09/11 16:00 美东 | | 508.520 + 7.510 +1.50% | | 盘前价 09/12 04:37 美东 | | = 77 24 13 15 19 11 9 日 9 日 2 日 1 | | ● 快捷交易 | | 最高价 503.170 | 开盘价 502.250 | 成交量 1888.16万 | | 最低价 497.880 | 昨收价 500.370 | 成交额 94.68亿 | | 平均价 501.461 | 市盈率 TM 36.73 | 总市值 3.72万亿 (m) | | 振 幅 1.06% | 市盈率(静) 36.73 | 总股本 74.33亿 | | 换手率 0.25% | 市净率 10.842 | 流通值 3.72万亿 | | 52周最高 554.538 | 委 比 -93.22% | 流通股 74.23亿 | | 52周最低 343.593 | 量 比 0.89 | 每 手 1股 | | 历史最高 554.538 | 股息TTM 3. ...

Microsoft Corp. MSFT is planning significant investments in proprietary artificial intelligence chip infrastructure to achieve “self-sufficiency in AI,” according to leaked comments from AI CEO Mustafa Suleyman during an internal town hall meeting on Thursday.Check out the current price of MSFT stock here.Microsoft Diversifies Beyond OpenAI DependencyThe Redmond-based tech giant is moving to reduce reliance on its $13 billion OpenAI partnership amid ongoing contract renegotiations. Suleyman told employees t ...

格隆汇9月12日｜微软(MSFT.US)成功避免了一笔巨额反垄断罚款，此前欧盟接受了其提出的承诺，以 了结针对其涉嫌非法捆绑Teams视频会议应用的调查。欧盟监管机构表示，微软承诺将Teams从其Office 套件中剥离，已消除了他们的竞争担忧。此前在一次市场测试中，竞争对手和客户也未提出严重异议。 这一决定预计将在美欧紧张关系中带来一定缓和，此前特朗普批评欧盟对硅谷的打压。 ...

Group 1 - The European Commission has accepted commitments from Microsoft to address competition concerns regarding its Teams platform [1]