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OpenAI gives artists access to unreleased tools like Sora for New York gallery exhibit
CNBC· 2024-09-06 21:01
OpenAI announced Friday a New York City art gallery collaboration that gives artists access to unreleased artificial intelligence tools.The exhibit, a series called "Strada Nuova: New Road" on view at Strada Gallery will run for three weeks and centers on a "diverse group of artists [that] is curated to consist of brilliant researchers, academics, and creators working between physical and digital artwork," according to Strada founder Paul Hill.Hill told CNBC he reached out to OpenAI to suggest the project. ...
Microsoft stock records a rare insider sale
Finbold· 2024-09-06 20:42
Although members of the “Magnificent Seven” and their stocks have experienced notable insider trading activity in 2024 due to a stock market rally, Microsoft (NASDAQ: MSFT) has been a notable exception, with only seven sales this year.However, August 23 saw a deviation from this trend. Microsoft’s CEO, Satya Nadella, offloaded 14,398 MSFT shares at an average price of $417.41 per share for a total profit of just above $6 million.Insider sales of MSFT stock. Source: Barchart This transaction marks only the s ...
Microsoft, Bank of America And 2 Other Stocks Executives Are Selling
Benzinga· 2024-09-06 20:17
The Nasdaq 100 closed slightly higher during Thursday's session. Investors, meanwhile, focused on some notable insider trades.When insiders sell shares, it could be a preplanned sale, or could indicate their concern in the company's prospects or that they view the stock as being overpriced. Insider sales should not be taken as the only indicator for making an investment or trading decision. At best, it can lend conviction to a selling decision.Below is a look at a few recent notable insider sales. For more, ...
AI craze is distorting VC market, as tech giants like Microsoft and Amazon pour in billions of dollars
CNBC· 2024-09-06 19:00
Amazon Web Services CEO Adam Selipsky speaks with Anthropic CEO and co-founder Dario Amodei during AWS re:Invent 2023, a conference hosted by Amazon Web Services, at The Venetian Las Vegas in Las Vegas on Nov. 28, 2023.Noah Berger | Getty ImagesAlmost three years into a largely dormant IPO cycle, venture capitalists are in a tough spot.The private market is dotted with richly valued artificial intelligence startups, including some that are described as generational companies. But venture firms in need of ex ...
Nvidia and Microsoft Face Lawsuit Alleging AI Chip-Related Patent Infringement
PYMNTS.com· 2024-09-06 09:45
Nvidia, Microsoft and patent risk management company RPX are facing a lawsuit accusing them of “rampant” patent infringement and antitrust law violations.The suit was filed Thursday (Sept. 5) in a Waco, Texas, federal court by Xockets, Reuters reported Thursday.In the lawsuit, Xockets alleged that the companies stole its data processor technology to help develop artificial intelligence (AI) products and conspired with each other to drive down the price of its technology, according to the report.Reached by P ...
Microsoft Corporation (MSFT) Citi 2024 Global TMT Conference (Transcript)
Seeking Alpha· 2024-09-06 03:32
公司概况 - 公司拥有20多年的数据领域从业经验,负责公司的数据服务和人工智能相关业务 [3][4] - 公司在数据和人工智能领域有全面的产品组合,包括领先的数据库、大数据分析、数据集成等 [7] - 公司正在通过Fabric产品将这些数据产品整合成一个统一的SaaS服务,为客户提供端到端的数据解决方案 [8][12] Fabric产品优势 - 提供完整的数据平台,满足客户从数据集成、数据工程到商业智能等各方面需求 [12] - 采用开源数据格式,避免客户数据被锁定在特定平台 [13][14] - 将数据集成到Office等常用商业应用中,方便业务用户使用 [15] - 内置人工智能能力,可以加速整个数据处理流程,并支持构建新的人工智能应用 [15][26] Fabric产品市场表现 - 上线不到1.5年已有14000多家付费客户,覆盖各行各业 [21] - 客户反馈主要包括:1)提升了业务价值实现速度 2)大幅降低了成本 3)加速了人工智能应用的开发 [22][23][25][26] - 公司正在持续投入,未来将进一步增强Fabric的人工智能能力,如OneLake和实时数据分析等 [33][36][37] 公司在人工智能领域的优势 - 拥有完整的数据和人工智能技术栈,包括领先的语言模型和行业应用 [56][57] - 与开发者工具如GitHub、VS Code等深度整合,为开发者提供人工智能辅助 [58][63][64] - 将人工智能能力嵌入到数据平台和商业应用中,方便业务用户使用 [59][65] - 致力于将人工智能民主化,让更多客户受益 [67]
Microsoft Corporation (MSFT) Citi 2024 Global TMT Conference (Transcript)
2024-09-06 03:32
会议主要讨论的核心内容 - 公司正在大力投资数据和AI领域,推出了统一的数据平台Fabric,旨在简化客户的数据和AI基础设施 [6][7][8] - Fabric提供了完整的数据平台能力,包括数据集成、数据仓库、商业智能等,并采用开放的数据格式,方便客户使用 [12][13][14] - Fabric将数据能力深度集成到微软的生产力工具中,如Excel、Teams等,方便业务用户使用 [15] - Fabric内置了丰富的AI能力,包括Copilot等,可以大幅加速客户的数据和AI应用开发 [15][26] 问答环节重要的提问和回答 - 客户普遍反馈Fabric能够大幅缩短上线时间,同时也能带来大幅成本节省,一家客户从165百万降到45百万 [22][25] - Fabric的Copilot和与Azure AI的深度集成,可以加速客户的GenAI应用开发 [26] - 公司正在大力投资AI赋能数据基础设施,如OneLake可以简化数据湖的管理,Real-Time Intelligence可以帮助客户更好地利用实时数据 [33][36][37] - 公司看好未来5年内AI技术的民主化,希望能够让更多客户受益于AI技术 [67]
UK Antitrust Regulators Clear Microsoft's Partnership With Inflection AI
Investopedia· 2024-09-05 00:30
Key TakeawaysThe U.K.'s Competition and Markets Authority said Wednesday it determined Microsoft's partnership with Inflection AI does not threaten competition.The CMA had opened an investigation into the partnership to examine the impact on competition and if the agreement between the companies constituted a merger.The investigation's closure could be a positive indicator for big tech companies' AI partnerships as regulators examine their impact on competition.Microsoft's partnership with Inflection AI is ...
Can AI Advancements Drive Microsoft's Stock Beyond its 8.8% YTD Gain?
ZACKS· 2024-09-04 23:56
文章核心观点 - 微软(MSFT)在人工智能(AI)方面取得了重大进展,但其股票表现却落后于整体市场 [1] - 微软正在将AI能力广泛集成到其产品组合中,从搜索引擎到云计算,以增强产品并挑战竞争对手 [2][3] - 微软正在努力将这些AI技术进步转化为可衡量的财务成果,这将是关键 [4] 根据相关目录分别进行总结 微软的AI革命:推动跨行业的增长 - 微软正在将ChatGPT式的功能集成到必应搜索引擎中,直接挑战谷歌的搜索主导地位 [2] - 微软Azure AI云平台的客户群体增长近60%,达到6万多家客户 [2] - 微软365生产力套件也从AI集成中获益,如Word中的AI写作辅助和Excel中的智能数据分析 [3] - 微软的Copilot AI生产力工具已被77,000多家组织采用,包括BBVA和FedEx,年同比增长180% [3] - 微软将Copilot集成到Power Platform中,使48万家组织能够利用AI能力,月活跃用户同比增长40% [4] 微软应对市场挑战和估值问题 - 微软的AI举措推动了其股价,但整体市场担忧和宏观经济不确定性继续影响投资者情绪 [6] - 人工智能领域竞争日益激烈,微软需要保持竞争优势并有效变现其AI技术 [6] - 监管审查的不确定性也给AI驱动的增长前景带来了不确定性 [6] - 微软当前的估值处于溢价水平,反映了投资者对其未来增长,特别是云计算和AI的信心 [7] - 但这也引发了对其能否在长期内证明这一溢价的质疑 [7]
Microsoft dodges in-depth UK probe into hiring of staff from AI firm Inflection
CNBC· 2024-09-04 23:14
Mustafa Suleyman, co-founder and chief executive officer of Inflection AI UK Ltd., speaks at the World Economic Forum in Davos, Switzerland, on Jan. 18, 2024.LONDON — Microsoft's hiring of employees from Inflection AI, the artificial intelligence startup started by DeepMind co-founder Mustafa Suleyman, has been cleared by the U.K.'s competition regulator and will not face an in-depth competition investigation in the country.The Competition and Markets Authority said in a statement Wednesday that the U.S. te ...