Microsoft(US:MSFT) 硬AI·2025-06-11 02:11Core Viewpoint - Microsoft is on the verge of securing a significant client for its AI product Copilot, with a potential deal involving a customer that holds over 1 million Microsoft 365 licenses [2][4]. Group 1: Customer Acquisition - A major customer is reportedly preparing to purchase Copilot services for its employees, which could lead to substantial revenue for Microsoft [2][4]. - The billing method for this large-scale customer remains undecided, with possibilities of either a per-user monthly fee or a usage-based model [4]. Group 2: Potential Client Speculation - The identity of the large customer is unclear, but companies with over a million employees are rare, with Amazon being a notable example [6][7]. - Despite Amazon's large workforce, internal communications suggest that the company has advised employees against using external AI tools, making the adoption of Copilot unlikely [7]. Group 3: Financial Performance - Microsoft's recent financial report indicates strong growth in cloud computing and AI services, reinforcing its market position [9]. - The company's stock has reached new highs, with a market capitalization of approximately $3.48 trillion, reflecting a significant increase of over $800 billion since April [9].