{"id":9591,"date":"2024-01-29T20:39:44","date_gmt":"2024-01-29T20:39:44","guid":{"rendered":"https:\/\/dailyai.com\/?p=9591"},"modified":"2024-01-29T20:46:10","modified_gmt":"2024-01-29T20:46:10","slug":"microsoft-expected-to-post-its-best-quarterly-revenue-growth-in-two-years","status":"publish","type":"post","link":"https:\/\/dailyai.com\/es\/2024\/01\/microsoft-expected-to-post-its-best-quarterly-revenue-growth-in-two-years\/","title":{"rendered":"Se espera que Microsoft registre su mejor crecimiento trimestral de ingresos en dos a\u00f1os"},"content":{"rendered":"<p><b>Microsoft est\u00e1 a punto de registrar su mejor crecimiento trimestral en casi dos a\u00f1os, con un aumento previsto de los ingresos de 15,8%.<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Microsoft se adapt\u00f3 r\u00e1pidamente a la IA generativa ali\u00e1ndose con el l\u00edder del sector OpenAI, algo que la est\u00e1 propulsando a la vanguardia del mercado con una asombrosa valoraci\u00f3n de $3 billones, superando a Apple en el t\u00edtulo de empresa m\u00e1s valiosa.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">En la actualidad, la inversi\u00f3n de Microsoft en OpenAI asciende a la friolera de $10.000 millones, lo que pone el list\u00f3n muy alto para las expectativas de la IA en el pr\u00f3ximo a\u00f1o. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">La participaci\u00f3n de Microsoft ciment\u00f3 el dominio de OpenAI en el mercado de la IA generativa, proporcion\u00e1ndole recursos en la nube para desplegar y alojar sus modelos.\u00a0<\/span><\/p>\n<p>Esto refleja un inmenso apetito por las inversiones en IA, algo que las empresas tecnol\u00f3gicas dominaron en 2023 en la <a href=\"https:\/\/dailyai.com\/es\/2023\/12\/big-tech-firms-massively-outgunned-venture-capitalists-in-2023\/\">gasto de los inversores de capital riesgo<\/a>...que parece haber tenido dificultades para cerrar acuerdos clave.<\/p>\n<p><span style=\"font-weight: 400;\">Keith Weiss, de Morgan Stanley, destac\u00f3 el inter\u00e9s de la comunidad tecnol\u00f3gica por la IA, se\u00f1alando que \"la IA Gen ha surgido como la principal prioridad para (los directores de informaci\u00f3n) y Microsoft est\u00e1 excepcionalmente bien posicionada, ya que la mayor\u00eda de los directores de informaci\u00f3n esperan utilizar un producto de IA de Microsoft en los pr\u00f3ximos 12 meses.\"\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Adem\u00e1s de los beneficios derivados de su colaboraci\u00f3n con OpenAI, Microsoft ha creado sus propias innovaciones gracias a los modelos GPT de OpenAI, como el <\/span><a href=\"https:\/\/dailyai.com\/es\/2023\/12\/microsoft-releases-its-copilot-ai-app-for-android-and-ios\/\"><span style=\"font-weight: 400;\">Proyecto copiloto<\/span><\/a><span style=\"font-weight: 400;\"> para su suite Microsoft 365.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Copilot tambi\u00e9n se integrar\u00e1 profundamente en los dispositivos Windows, y algunos de ellos recibir\u00e1n un <\/span><a href=\"https:\/\/dailyai.com\/es\/2023\/12\/microsoft-releases-its-copilot-ai-app-for-android-and-ios\/\"><span style=\"font-weight: 400;\">Bot\u00f3n dedicado Copilot<\/span><\/a><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Los analistas se muestran adem\u00e1s optimistas sobre el potencial de crecimiento del sector de la nube de Microsoft, en particular Azure, debido al aumento previsto de la demanda de servicios de IA.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Brent Thill, analista de Jefferies, observ\u00f3: \"Esperamos que aumente la contribuci\u00f3n de la IA al crecimiento de Azure, ya que nuestras comprobaciones apuntan a una fuerte demanda de los servicios de IA de Azure.\"\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Tambi\u00e9n rest\u00f3 importancia a cualquier impacto significativo de la situaci\u00f3n de OpenAI en el rendimiento de Azure a corto plazo.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">La competencia de Azure con otros servicios en la nube como AWS de Amazon y Google Cloud se est\u00e1 intensificando, pero las inversiones de Microsoft en IA est\u00e1n labrando una mayor cuota de mercado para Azure.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Las previsiones de la propia empresa para el crecimiento de Azure son ambiciosas, y apuntan a un aumento de 26% a 27% en el segundo trimestre.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Para apoyar su sector de la nube, Microsoft est\u00e1 desarrollando el <\/span><a href=\"https:\/\/dailyai.com\/es\/2023\/11\/microsoft-joins-the-ai-hardware-market-with-a-pair-of-custom-chips\/\"><span style=\"font-weight: 400;\">Fichas Azure Maia 100 y Microsoft Azure Cobalt 100<\/span><\/a><span style=\"font-weight: 400;\"> dise\u00f1ado para la IA, uni\u00e9ndose a Amazon y Google, que se embarcaron en iniciativas similares el a\u00f1o pasado.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A pesar de algunos retos, como los despidos que afectaron a unos 8% de la divisi\u00f3n Microsoft Gaming, el rendimiento burs\u00e1til de la empresa sigue siendo s\u00f3lido, con un aumento de 57% el a\u00f1o pasado.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Este crecimiento contribuye al repunte del sector tecnol\u00f3gico en general.<\/span><\/p>","protected":false},"excerpt":{"rendered":"<p>Microsoft est\u00e1 a punto de registrar su mejor crecimiento trimestral en casi dos a\u00f1os, con un aumento previsto de los ingresos de 15,8%. Microsoft se adapt\u00f3 r\u00e1pidamente a la IA generativa ali\u00e1ndose con el l\u00edder del sector OpenAI, algo que la est\u00e1 impulsando a la vanguardia del mercado con una asombrosa valoraci\u00f3n de $3 billones, superando a Apple en el t\u00edtulo de empresa m\u00e1s valiosa. En la actualidad, la inversi\u00f3n de Microsoft en OpenAI asciende a la friolera de $10.000 millones, lo que pone el list\u00f3n muy alto para las expectativas de la IA en el pr\u00f3ximo a\u00f1o. La participaci\u00f3n de Microsoft ciment\u00f3 el dominio de OpenAI en el mercado de la IA generativa, proporcion\u00e1ndole recursos en la nube<\/p>","protected":false},"author":2,"featured_media":2181,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[84],"tags":[121,93],"class_list":["post-9591","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-industry","tag-microsoft","tag-openai"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Microsoft expected to post its best quarterly revenue growth in two years | DailyAI<\/title>\n<meta name=\"description\" content=\"Microsoft is on the brink of reporting its best quarterly growth in nearly two years, with an expected 15.8% increase in revenue.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, 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