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Artificial intelligence (AI) is microsoft Is it an “iPhone Moment”?
recent notes Wedbush Securities Dan Ives — The subject of Sunday’s (April 7) Seeking Alpha report — The Redmond, Wash., company Among several tech giants The company is expected to benefit from its recent AI investments when it next reports earnings.
As the report noted, Microsoft is seen as perhaps the biggest beneficiary of AI spending. Close relationship with OpenAIthis technology has helped the company grow to a market capitalization of over $3 trillion.
“We strongly view this as Microsoft’s ‘iPhone moment’ where AI will change Redmond’s cloud growth trajectory for years to come. Our recent research adds to this move in the March quarter. It gives me confidence,” Ives said.
He said the adoption of generative AI has accelerated in the last month. Microsoft’s Copilot activities This helps with Azure cloud trading. Ives claimed that every $100 of his cloud Azure spend in the past few years could result in up to $35-40 in additional AI spending going forward.
Meanwhile, PYMNTS wrote last week about Microsoft and OpenAI’s $100 billion data center project. Supercomputer “Stargate”” is scheduled to start in 2028.
Experts say the work will create advanced, human-like language models that understand context, emotion, and nuance, revolutionizing AI and commerce in areas such as personalized marketing and supply chain optimization. states that it is possible.
“It is important to consider the potential impact on employment and the workforce.” Sun JiahaoFounder and CEO of FLock.ioIt is a decentralized AI model platform, he said in an interview with PYMNTS.
“As AI evolves, more capable Multimodal and commercially integrated, it has the potential to automate industries that currently cannot easily transition to a “chatbot” interface, such as manufacturing, healthcare, and sports coaching. ”
The Stargate project is expected to exceed the cost of the largest data center ever, making it the most substantial effort in a series of supercomputers envisioned by Microsoft and OpenAI.
The scale of the data center effort could accelerate the development and deployment of large-scale AI models, Sun told PYMNTS. These models have the potential to develop more human-like language models and upgraded computer vision systems.
“Such advances will lead to intelligent systems that understand context, emotion, and nuance, can accurately perceive and interpret complex visual scenes, and interact with the world in ways that closely resemble human cognition. He even suggested that it could lead to the creation of a machine,” the report said.
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