得益于OpenAI新推出的GPT-5免费版ChatGPT用户对AI推理的需求激增再加上每次查询所需计算时间延长这些因素或将推动微软Azure本季度收入增速超过该公司的预测(37%)并助力其AI业务明年收入翻一番。测算显示到2026年微软的AI业务总收入将达到420亿美元约占其总收入的12%远高于其他云供应商。此外预计对GitHub和M365 Copilot的需求也将改善。
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