Microsoft $Microsoft(MSFT.US) My recent thoughts:
What I value is still the "Cloud + AI" driven model.
1. AI Copilot Penetration: Microsoft 365 Copilot has over 20 million commercial paid seats, growing extremely fast, with only 5% penetration so far. It has so many business users 🤔
Additionally, the Maia 200 inference acceleration chip increases throughput by 40% and reduces token cost.
2. Cloud Azure Growth: Azure and other cloud service revenue grew by 40%, exceeding market expectations.
3. Unbinding Cooperation with OpenAI: Microsoft revised its agreement with OpenAI, shifting from an exclusive partnership to a long-term patent fee and IP access model to maintain flexibility in the intense market competition.
I used to worry about OpenAI all the time, but now there's basically nothing to worry about. This is also the starting point for me to begin building a position. Just be friends with time 😂
Not investment advice!
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
