监管机构担心，如果微软利用其软件授权优势变相强制用户绑定Azure服务，将严重损害云市场的自由 竞争，并推高企业数字化转型的长期成本。因此，日本反垄断监管机构正采取日益强硬的措施，遏制其 认定美国大型科技公司日益扩张的寡头垄断态势，此举与海外监管机构立场形成协同。 随着欧盟与美国此前已对类似的捆绑行为展开深入审查，日本此次高调介入意味着全球主要经济体对云 基础设施公平准入的共识正在加强。值得一提的是，日本公平交易委员会去年曾向谷歌发出停止令，指 出该安卓软件提供商曾要求商业合作伙伴优先推广其智能手机应用，涉嫌滥用市场支配地位。 随着生成式人工智能的迅猛发展，云服务市场预计将加速扩张——该技术高度依赖高性能服务器集群的 支撑。尽管日本本土拥有数据中心运营商(政府正通过扶持这些企业强化国家网络安全体系)，但与全球 多数国家类似，其本土云服务市场的主导地位仍被美国供应商牢牢占据。 智通财经APP获悉，据一位知情人士透露，日本反垄断监管机构公平交易委员会(JFTC)于2月25日对微 软(MSFT.US)日本总部发起了现场突击检查。此次行动的核心在于调查微软是否利用其在操作系统及办 公软件市场的绝对主导地位，不当地推广 ...

微软被突击搜查 知情人士称，微软日本公司涉嫌设置了相关条件，导致其软件无法在除Azure以外的云平台上使用，或 在其他云平台使用会产生更高费用。 微软被认为利用了其在服务器操作系统Windows Server和办公软件Microsoft 365方面的优势，其日本子 公司涉嫌通过限制在其他云平台上使用这些热门服务，将客户引导至自家Azure平台。(作者/箫雨) 知情人士称，日本公平贸易委员会正在调查微软涉嫌违反《反垄断法》的不公平贸易行为，还将要求微 软美国母公司作出澄清。 目前，微软Azure正与另外两大云服务商亚马逊云服务AWS和谷歌云争夺全球市场份额。为了确保不断 发展的科技行业拥有一个公平竞争环境，日本公平贸易委员会进行了此次突击搜查。 凤凰网科技讯 北京时间2月25日，据《日经亚洲》报道，据知情人士透露，日本反垄断监管机构周三突 击搜查了微软日本公司的办公室，此举是为了调查这家美国软件巨头是否不当阻碍其Azure云平台客户 使用其他云服务。 ...

Shares of the content and tech company Thomson Reuters Corp (NASDAQ: TRI) traded nearly 12% higher today, as of 11:42 a.m. ET. In a press release, the company announced that 1 million law professionals now use its artificial intelligence-powered legal solution, CoCounsel. From AI concerns to AI success Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both nee ...

Key Takeaways CoreWeave is expanding GPU cloud capacity with multibillion-dollar OpenAI and Meta deals.Microsoft Cloud topped $50B in Q2 2026, with $625B in RPO boosting revenue visibility.CRWV shares jumped 27.4% in three months, far outpacing MSFT's 19.4% fall.Behind every generative AI model and autonomous system is massive compute infrastructure, especially data centers full of GPUs that train and serve models. Two very different public companies that are riding this trend are CoreWeave, Inc. (CRWV) , a ...

Microsoft Corporation (NASDAQ:MSFT) is pushing deeper into digital sovereignty. The software giant announced a major expansion of its Sovereign Cloud platform that allows enterprises, governments and regulated industries to run large AI models and core productivity tools in fully disconnected environments.Douglas Phillips, President and Chief Technology Officer of Microsoft Specialized Clouds, detailed three new capabilities on Monday. The updates center on Azure Local disconnected operations, Microsoft 365 ...

NEW YORK, Feb. 24, 2026 (GLOBE NEWSWIRE) -- ESW announced today the continued growth of ExcelHelp.com, its national Microsoft training and automation brand focused on delivering instructor-led Excel, Copilot, and AI training & consulting for modern organizations. As companies invest heavily in Microsoft 365 and AI tools, many struggle to ensure employees are using them effectively. ExcelHelp.com helps close that gap through structured, hands-on group training designed to improve real productivity across de ...

With a market cap of $2.9 trillion, Microsoft Corporation (MSFT) is a global technology company that develops and supports a wide range of software, services, devices, and cloud-based solutions for consumers and businesses worldwide. The company distributes its products through OEMs, partners, resellers, and direct online and retail channels. Companies worth more than $200 billion are generally considered "mega-cap" stocks, and Microsoft fits this criterion perfectly. Its operations are organized into th ...

在盈利能力方面，微软对Azure长期利润率保持可持续性持乐观态度。管理层指出，随着自研Maia芯 片、软件与吞吐效率提升以及内部大语言模型(LLM)的持续优化，运营效率有望进一步改善；同时，更 广阔的AI总体可服务市场也将为增长提供支撑。短期内，公司将更加关注自由现金流和毛利润规模的 提升。 花旗总结称，此次交流强化了其对微软长期前景的建设性看法。凭借在数据、工作流和安全领域的综合 优势，微软有望在AI驱动的企业软件市场持续扩大竞争优势，并巩固其行业领导地位。 从业务进展来看，管理层的表态进一步印证了Copilot采用率的持续改善。花旗认为，Copilot已成为 Microsoft 365商业业务的主要增长驱动，并在拉动效果上逐步超过E5套餐。与此同时，Azure云业务仍 受到算力供给约束，但公司已建立清晰的资源分配框架，以支持AI相关需求的有序增长。 智通财经APP获悉，周五，花旗在最新研究报告中重申对微软(MSFT.US)的"买入"评级，认为Copilot业 务动能持续增强、Azure云业务基本面稳健，进一步巩固了公司在企业级AI软件领域的领先地位。 花旗分析师Radke在致客户的报告中表示，近期与微软投 ...

Today, Microsoft’s influence stretches across Azure cloud computing, Microsoft 365 productivity tools, developer platforms, enterprise solutions, and gaming. What truly defines the company is its evolution – from boxed software to subscription ecosystems, from on-premise servers to AI-powered cloud platforms. Whether in corporate boardrooms, university classrooms, or everyday households, Microsoft has woven itself into the digital fabric of modern life – steady, scalable, and constantly reinventing itself.M ...

Group 1: Core Comparison between Microsoft and Alphabet - Microsoft and Alphabet have both significantly increased investor wealth, but Alphabet is viewed as the more promising stock for new investors [1] - Microsoft is experiencing challenges in the AI sector, particularly with its AI-powered personal assistant, Copilot, which has only attracted 15 million subscribers out of 450 million potential users [4][5] - Microsoft's cloud computing business, while still profitable, is reportedly losing market share despite revenue growth, indicating that simply growing revenue is insufficient in a competitive environment [7] Group 2: Alphabet's Strengths - Alphabet's Google Cloud business has seen a record-breaking growth, achieving a 21% share of worldwide cloud computing revenue in the fourth quarter of the previous year [9] - Google's AI technologies, including Gemini, are gaining significant traction, with Gemini accounting for about one-fifth of user requests in the AI-powered chat assistant market, while ChatGPT dominates with nearly two-thirds market share [6]