This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Credit: Pixabay/CC0 Public Domain Microsoft on Wednesday lowered its cloud computing unit revenue forecast in a bookkeeping move, shifting money to its "productivity" software business. The accounting change comes as investors are wary about whether the billions Microsoft and tech rivals are spending on artificial intelligenc ...

This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Microsoft announced that the new versions of its consoles including the Xbox Series X will be available from October 15. Microsoft held its biggest video game stand ever at the sector trade show Gamescom in Germany on Wednesday, aiming to win over players after several rocky months of studio closures and rising fees. "We run a ...

Executive Chairman and CEO of Microsoft Corporation Satya Nadella speaks during the "Microsoft Build: AI Day" event in Bangkok, Thailand, May 1, 2024.Microsoft on Wednesday updated quarterly revenue guidance for its three business segments in a shift that stands to give investors better visibility into the software maker's growing cloud infrastructure business.The company is bulking up the Productivity and Business Processes segment that includes Office productivity software subscriptions with services that ...

Microsoft Chairman and CEO Satya Nadella speaks on the company's campus in Redmond, Washington, on May 20, 2024.Microsoft did not specify the timing for a broader release for Windows computers that meet the system requirements for the Recall feature, which the company calls Copilot+ PCs. Microsoft unveiled this new class of Windows PCs from a variety of device makers that can run artificial intelligence workloads and showed Recall running on them at an event in May .Recall takes screenshots of activity on s ...

Dublin, Aug. 21, 2024 (GLOBE NEWSWIRE) -- The "TV White Space Spectrum - Global Strategic Business Report" has been added to ResearchAndMarkets.com's offering.The global market for TV White Space Spectrum was estimated at US$33 Billion in 2023, and is projected to reach US$844.4 Billion by 2030, growing at a CAGR of 58.9% from 2023 to 2030.Key Insights: Market Growth: Understand the significant growth trajectory of the Portable TV White Space Spectrum Devices segment, which is expected to reach US$614.8 Bi ...

Microsoft (NASDAQ: MSFT) is on track to potentially reach the $500 mark by the end of 2024, driven by its strong financial performance and strategic investments in artificial intelligence (AI) and cloud computing.The company’s Q4 2024 earnings report, which highlighted significant revenue growth and increased net income, has reinforced investor confidence. A key driver of this momentum is the integration of OpenAI’s ChatGPT into Microsoft’s Azure platform, significantly enhancing its AI capabilities.Moreove ...

OpenAI on Tuesday announced a partnership with Condé Nast, in which the Microsoft-backed artificial intelligence company's products, such as ChatGPT and SearchGPT, will be able to display content from Vogue, The New Yorker, Condé Nast Traveler, GQ, Architectural Digest, Vanity Fair, Wired, Bon Appétit and other outlets."With the introduction of our SearchGPT prototype, we're testing new search features that make finding information and reliable content sources faster and more intuitive," OpenAI wrote in a b ...

文章核心观点 - 公司正寻求通过与微软的合作来提升其在美国政府市场的销售增长[2][3][4][7] - 公司希望通过与微软的合作,将其人工智能平台(AIP)更好地整合到政府的工作流程中,从而创造更持久和更可靠的收入来源[7][8][10] - 公司的政府业务增长放缓,而商业业务增长较快,这个合作有望帮助公司重振政府业务的增长[4][5][6] 关键要点总结 公司与微软的合作 - 公司的全套产品现在可以通过微软的政府云部署,包括Azure Government、Azure Government Secret和Azure Top Secret云[7] - 双方将利用Azure的OpenAI服务和GPT-4等大型语言模型,集成到公司的Foundry软件和人工智能平台(AIP)中[7] - 合作的一个主要目标是加快AIP的部署,双方将为国防和情报界提供培训和演示[8][9] 公司政府业务现状 - 政府一直是公司最大的客户,但增长放缓成为公司的一个弱点[4] - 2022年和2023年政府收入增长分别放缓至19%和14%[4] - 今年有所反弹,第二季度政府收入同比增长23%,其中美国政府收入增长24%[5] - 但商业业务增长更快,第二季度同比增长33%,美国商业业务增长55%[6] 合作的预期影响 - 合作有望重振公司在美国政府市场的增长[2][3][7] - 将AIP更好地整合到政府工作流程中,有助于创造更持久和可靠的收入来源[10] - 但公司当前的估值较高,市场可能已经将这些预期收益反映在股价中[11][13][14]

文章核心观点 - 微软公司(MSFT)的股价今年虽然表现不如预期,但其核心业务仍保持强劲增长 [1][2] - 微软在云计算和人工智能领域的投资正在逐步显现成效,有望在未来几年内超越亚马逊成为全球最大的云服务提供商 [3][4][5][7] - 微软第四季度财报表现出色,但市场对其增长放缓的反应过于激烈,公司的长期增长前景仍然看好 [9][11] - 微软正在大幅投资人工智能基础设施,以满足不断增长的客户需求,这将在未来带来可观的利润增长 [7][8][12][13] - 从估值角度来看,微软目前股价具有一定的上涨空间,是一个不错的长期投资机会 [14][15][16][17] 根据相关目录分别进行总结 云计算和人工智能业务表现 - 微软Azure云服务收入同比增长29%,微软云业务整体收入增长21% [3] - 微软正在与亚马逊和谷歌展开激烈竞争,Azure的市场份额从22%增长到25%,有望在未来几年内超越亚马逊成为全球最大的云服务提供商 [3][4][5] - 微软正大幅投资人工智能基础设施,以满足不断增长的客户需求,这将在未来带来可观的利润增长 [7][8][12][13] 财务表现 - 微软第四季度收入和每股收益均超出市场预期,体现了公司的强劲经营能力 [9] - 微软的自由现金流表现出色,为公司未来的并购和投资提供了充足的财务灵活性 [13] - 尽管人工智能投资将在短期内压缩利润率,但长期来看将带来显著的利润增长 [12] 估值分析 - 目前微软股价相对于同行业公司处于较低水平,具有一定的上涨空间 [14][15] - 从折现现金流模型来看,微软股价存在16.2%的上涨潜力 [15][16] - 微软作为一家优质的科技公司,在经济周期中表现出色,是一个不错的长期投资机会 [17]

公司动态 - Diebold Nixdorf宣布成为首个支持Microsoft Windows 11 IoT Enterprise LTSC 2024操作系统的ATM解决方案提供商，该系统包含增强的安全性、速度和可用性新功能，现已可与配备最新处理器的DN系列设备一起订购[2] - 公司预计金融机构和ATM部署者将在未来几年面临自服务渠道的强制性变更，包括支付卡行业(PCI)合规要求、技术转变和供应商支持，这些变化可能需要新的软件和硬件组件[3] 产品支持 - Diebold Nixdorf的DN系列ATM与Vynamic® Connection Points 7和Vynamic® Transaction Middleware软件结合，推荐的Windows 11版本将在ATM上支持至2034年10月，确保金融机构拥有稳定和可扩展的长期平台，以增强消费者体验并提供新服务和交易[4] 高管观点 - 全球银行业执行副总裁Joe Myers表示，作为首个支持Windows 11的ATM解决方案提供商，公司展示了前瞻性的开发方法和对客户投资保护的承诺，帮助金融机构减轻即将到来的技术变革的压力，并提供推动创新的工具和洞察[5] 公司概况 - Diebold Nixdorf作为自动化、数字化和转型人们银行和购物方式的合作伙伴，服务于全球大多数顶级金融机构和全球零售商，其集成解决方案为数百万消费者每天提供便捷、安全和高效的服务，公司在全球超过100个国家拥有约21,000名员工[6]