{"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\/it\/2024\/01\/microsoft-expected-to-post-its-best-quarterly-revenue-growth-in-two-years\/","title":{"rendered":"Microsoft dovrebbe registrare la migliore crescita dei ricavi trimestrali degli ultimi due anni"},"content":{"rendered":"<p><b>Microsoft si appresta a registrare la migliore crescita trimestrale degli ultimi due anni, con un aumento del fatturato previsto di 15,8%.<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Microsoft \u00e8 stata veloce nell'adattarsi all'IA generativa alleandosi con il leader del settore OpenAI, cosa che la sta spingendo in prima linea sul mercato con una valutazione sbalorditiva di $3 trilioni, superando Apple per il titolo di azienda di maggior valore.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Oggi, l'investimento di Microsoft in OpenAI ammonta alla cifra colossale di $10 miliardi, fissando una soglia elevata per le aspettative sull'IA nel prossimo anno. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Il coinvolgimento di Microsoft ha cementato il dominio di OpenAI nel mercato dell'IA generativa, fornendole risorse cloud per distribuire e ospitare i suoi modelli.\u00a0<\/span><\/p>\n<p>Ci\u00f2 riflette l'immenso appetito per gli investimenti nell'IA, un aspetto che le aziende tecnologiche hanno dominato nel 2023 al <a href=\"https:\/\/dailyai.com\/it\/2023\/12\/big-tech-firms-massively-outgunned-venture-capitalists-in-2023\/\">spese dei capitalisti di rischio<\/a>che sembra aver faticato a concludere accordi chiave.<\/p>\n<p><span style=\"font-weight: 400;\">Keith Weiss di Morgan Stanley ha sottolineato l'attenzione della comunit\u00e0 tecnologica per l'IA, osservando: \"L'IA \u00e8 emersa come la priorit\u00e0 principale per i (chief information officer) e Microsoft \u00e8 in una posizione unica e ben posizionata, con la maggioranza dei CIO che prevede di utilizzare un prodotto di IA di Microsoft nei prossimi 12 mesi\".\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Oltre ai guadagni ottenuti grazie al coinvolgimento con OpenAI, Microsoft ha creato le proprie innovazioni grazie ai modelli GPT di OpenAI, tra cui il <\/span><a href=\"https:\/\/dailyai.com\/it\/2023\/12\/microsoft-releases-its-copilot-ai-app-for-android-and-ios\/\"><span style=\"font-weight: 400;\">Progetto copilota<\/span><\/a><span style=\"font-weight: 400;\"> per la suite Microsoft 365.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Copilot sar\u00e0 anche profondamente integrato nei dispositivi Windows, con alcuni che riceveranno un <\/span><a href=\"https:\/\/dailyai.com\/it\/2023\/12\/microsoft-releases-its-copilot-ai-app-for-android-and-ios\/\"><span style=\"font-weight: 400;\">Pulsante Copilota dedicato<\/span><\/a><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Gli analisti sono inoltre ottimisti sul potenziale di crescita del settore cloud di Microsoft, in particolare di Azure, grazie al previsto aumento della domanda di servizi di intelligenza artificiale.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Brent Thill, analista di Jefferies, ha osservato: \"Ci aspettiamo che il contributo dell'AI alla crescita di Azure aumenti, con le nostre verifiche che indicano una forte domanda di servizi Azure AI\".\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Ha inoltre sminuito qualsiasi impatto significativo della situazione di OpenAI sulle prestazioni di Azure nel breve termine.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">La concorrenza di Azure con altri servizi cloud come AWS di Amazon e Google Cloud si sta intensificando, ma gli investimenti di Microsoft nell'intelligenza artificiale stanno ritagliando una quota di mercato maggiore per Azure.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Le proiezioni dell'azienda per la crescita di Azure sono ambiziose e puntano a un aumento da 26% a 27% nel secondo trimestre.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Per supportare il proprio settore cloud, Microsoft sta sviluppando il programma <\/span><a href=\"https:\/\/dailyai.com\/it\/2023\/11\/microsoft-joins-the-ai-hardware-market-with-a-pair-of-custom-chips\/\"><span style=\"font-weight: 400;\">Chip Azure Maia 100 e Microsoft Azure Cobalt 100<\/span><\/a><span style=\"font-weight: 400;\"> progettato per l'intelligenza artificiale, unendosi ad Amazon e Google, che hanno intrapreso iniziative simili lo scorso anno.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Nonostante alcune sfide, tra cui i licenziamenti che hanno interessato circa 8% della divisione Microsoft Gaming, la performance delle azioni della societ\u00e0 rimane solida, con un aumento di 57% lo scorso anno.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Questa crescita contribuisce al rally del settore tecnologico in generale.<\/span><\/p>","protected":false},"excerpt":{"rendered":"<p>Microsoft si appresta a registrare la migliore crescita trimestrale degli ultimi due anni, con un aumento del fatturato previsto di 15,8%. Microsoft \u00e8 stata veloce nell'adattarsi all'IA generativa alleandosi con il leader del settore OpenAI, cosa che la sta spingendo in prima linea sul mercato con una valutazione sbalorditiva di $3 trilioni, superando Apple per il titolo di azienda di maggior valore. Oggi, l'investimento di Microsoft in OpenAI ammonta alla cifra colossale di $10 miliardi, stabilendo un'elevata soglia di aspettative per l'IA nel prossimo anno. Il coinvolgimento di Microsoft ha cementato il dominio di OpenAI nel mercato dell'IA generativa, fornendole risorse cloud.<\/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 v27.4 - 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, max-image-preview:large, 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