微软表示,AI部分对Azure的超额贡献源于提前交付了部分GPU产能;AI需求超预期或致6月后产能紧张,今年仍将继续投入800亿美元用于数据中心建设;历史经验表明,经济压力期恰是云计算渗透率加速期。周三美股盘后,微软公司公布的最新财报显示,云部门扩张助力公司销售和利润超出预期,总营收增长13%,达701亿美元,调整后每股收益3.46美元。Azure云业务收入增长33%,超出预期。在本次财报中,微软...
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