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Satya Nadella, Microsoft Leading 'AI Arms Race,' Says Tech Bull Says Amid Redmond's Slew Of New Copilot Announcements

Satya Nadella, Microsoft Leading 'AI Arms Race,' Says Tech Bull Says Amid Redmond's Slew Of New Copilot Announcements

微軟領導 “人工智能軍備競賽” 的薩蒂亞·納德拉說,在雷德蒙德發佈一系列新的副駕駛公告中,科技牛市表示
Benzinga ·  05/22 05:59

Microsoft Corp.'s (NASDAQ:MSFT) AI announcements at the ongoing Build developer conference have Wedbush's Dan Ives excited about the path forward for the Satya Nadella-led company.

微軟公司's(納斯達克股票代碼:MSFT)在正在進行的Build開發者大會上發佈的人工智能公告使Wedbush的丹·艾夫斯對這家薩蒂亞·納德拉領導的公司的前進道路感到興奮。

What Happened: In an interview with CNBC, tech bull Ives expressed optimism about how far Microsoft has come with its AI strategy, amid a slew of Copilot-powered announcements at the Build conference.

發生了什麼:在接受CNBC採訪時,科技牛頭艾夫斯對微軟的人工智能戰略取得了多大進展表示樂觀,因爲Copilot在Built發佈會上發佈了一系列由Copilot支持的公告。

The primary driver of Ives' enthusiasm is Microsoft's Copilot strategy. "When it started out, we had 3 out of 10 customers looking to go Copilot. Now, it's 7 of every 10. I think it's just been massive in what type of adoption we're seeing."

艾夫斯熱情的主要驅動力是微軟的Copilot戰略。“剛開始時,我們有十分之三的客戶希望使用Copilot。現在,是每 10 箇中的 7 個。我認爲我們所看到的採用類型非常大。”

While Copilot has largely been aimed at business customers, Microsoft unveiled a slew of AI PCs at the Build conference, in partnership with its original equipment manufacturers (OEM) and Qualcomm Inc. (NASDAQ:QCOM).

儘管Copilot主要針對企業客戶,但微軟與其原始設備製造商(OEM)和高通公司(納斯達克股票代碼:QCOM)合作,在Build會議上推出了一系列人工智能電腦。

Ives described this as a "pivotal week for Microsoft and Nadella in this AI Arms Race."

艾夫斯將這描述爲 “微軟和納德拉在這場人工智能軍備競賽中關鍵的一週”。

Great to be on with @cnbcSri and @MartinSoong discussing a pivotal week for Microsoft and Nadella in this AI Arms Race

— Dan Ives (@DivesTech) May 21, 2024

很高興能和 @cnbcSri 和 @MartinSoong 討論微軟和納德拉在這場人工智能軍備競賽中關鍵的一週

— 丹·艾夫斯 (@DivesTech) 2024 年 5 月 21 日

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訂閱 Benzinga 技術趨勢時事通訊,將所有最新的技術發展發送到您的收件箱。

Copilot is no longer limited to just software integration now, thanks to Microsoft's "Copilot+ PCs."

得益於微軟的 “Copilot+ PC”,Copilot現在不再侷限於軟件集成。

The company also announced Copilot AI agents to automate tasks, while developers can now create AI applications more seamlessly thanks to the integration of over 40 AI models directly into Windows 11.

該公司還宣佈使用Copilot AI代理來自動執行任務,而由於將40多種人工智能模型直接集成到Windows 11中,開發人員現在可以更無縫地創建人工智能應用程序。

"Our partner checks have been incrementally strong around Copilot deployments with MSFT customers and ultimately we estimate this could add another $25 billion-$30 billion to Redmond's top-line by FY25," Wedbush said in a note seen by Benzinga.

韋德布什在本辛加看到的一份報告中說:“圍繞與MSFT客戶部署Copilot,我們的合作伙伴支票逐漸增強,最終我們估計,到25財年,這可能會使雷德蒙德的收入再增加250億至300億美元。”

OpenAI's Sam Altman Draws Parallels Between AI-Powered iPhone Competitor And Iron Man's Jarvis: 'It's Like The World's Greatest Assistant'

OpenAI 的山姆·奧特曼將人工智能驅動的 iPhone 競爭對手和鋼鐵俠的賈維斯相提並論:“就像世界上最偉大的助手一樣”

Leaving Rivals Behind

把對手拋在後面

Ives also thinks Microsoft is ahead of the curve when it comes to the AI arms race, leaving behind rivals like Alphabet Inc.'s Google and Apple Inc.

艾夫斯還認爲,微軟在人工智能軍備競賽方面處於領先地位,僅次於Alphabet Inc等競爭對手。”s 谷歌和蘋果公司

He reiterated that this is a "1995 moment" and that while the initial AI announcements are done, it's now the turn to integrate them into services. Microsoft has been increasingly integrating AI across its product lineup, from hardware to software, as it seeks to capitalize on the age of AI PCs.

他重申,這是一個 “1995年的時刻”,儘管最初的人工智能公告已經發布,但現在該輪到將其整合到服務中了。微軟越來越多地將人工智能整合到其從硬件到軟件的產品陣容中,以期利用人工智能電腦的時代。

Microsoft also recently made a €4 billion investment to further enhance its cloud and AI infrastructure in France, highlighting the company's focus on keeping its lead in this critical industry.

微軟最近還投資了40億歐元,以進一步增強其在法國的雲和人工智能基礎設施,這凸顯了該公司致力於保持其在這一關鍵行業的領先地位。

Price Action: Microsoft's shares were up 0.2% in premarket trading on Wednesday, after closing at $429.04 on Tuesday, according to Benzinga Pro.

價格走勢:根據Benzinga Pro的數據,微軟股價在週二收於429.04美元后,週三在盤前交易中上漲0.2%。

Check out more of Benzinga's Consumer Tech coverage by following this link.

點擊此鏈接,查看Benzinga對消費科技的更多報道。

Photo courtesy: Shutterstock

照片來源:Shutterstock

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