{"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\/nl\/2024\/01\/microsoft-expected-to-post-its-best-quarterly-revenue-growth-in-two-years\/","title":{"rendered":"Microsoft boekt naar verwachting de beste kwartaalomzetgroei in twee jaar"},"content":{"rendered":"<p><b>Microsoft staat op het punt om zijn beste kwartaalgroei in bijna twee jaar te rapporteren, met een verwachte omzetstijging van 15,8%.<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Microsoft was er snel bij om zich aan te passen aan generatieve AI door een alliantie aan te gaan met industrieleider OpenAI, iets wat het bedrijf naar de voorgrond van de markt stuwt met een duizelingwekkende waardering van $3 biljoen, en Apple voorbijstreeft voor de titel van meest waardevolle bedrijf.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Vandaag staat Microsofts investering in OpenAI op een kolossale $10 miljard, wat de lat hoog legt voor de AI-verwachtingen in het komende jaar. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Microsofts betrokkenheid verstevigde de dominantie van OpenAI op de markt voor generatieve AI door het bedrijf cloudresources te leveren om zijn modellen te implementeren en te hosten.\u00a0<\/span><\/p>\n<p>Dit weerspiegelt een immense honger naar AI-investeringen, iets wat techbedrijven domineerden in 2023 op de <a href=\"https:\/\/dailyai.com\/nl\/2023\/12\/big-tech-firms-massively-outgunned-venture-capitalists-in-2023\/\">kosten van durfkapitalisten<\/a>die schijnbaar moeite had om belangrijke deals te sluiten.<\/p>\n<p><span style=\"font-weight: 400;\">Keith Weiss van Morgan Stanley benadrukte de focus van de techgemeenschap op AI door op te merken: \"Gen AI is uitgegroeid tot de topprioriteit voor (chief information officers) en Microsoft is uniek goed gepositioneerd, met de meerderheid van de CIO's die verwachten een Microsoft AI-product te gebruiken in de komende 12 maanden.\"\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Naast de voordelen die voortvloeien uit de betrokkenheid bij OpenAI, heeft Microsoft zijn eigen innovaties gecre\u00eberd die mogelijk worden gemaakt door OpenAI's GPT-modellen, waaronder de <\/span><a href=\"https:\/\/dailyai.com\/nl\/2023\/12\/microsoft-releases-its-copilot-ai-app-for-android-and-ios\/\"><span style=\"font-weight: 400;\">Copilot project<\/span><\/a><span style=\"font-weight: 400;\"> voor zijn Microsoft 365-suite.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Copilot wordt ook diep ge\u00efntegreerd in Windows-apparaten, waarbij sommige een <\/span><a href=\"https:\/\/dailyai.com\/nl\/2023\/12\/microsoft-releases-its-copilot-ai-app-for-android-and-ios\/\"><span style=\"font-weight: 400;\">speciale copilootknop<\/span><\/a><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Analisten zijn verder optimistisch over het groeipotentieel in Microsofts cloudsector, met name Azure, door de verwachte toename van de vraag naar AI-diensten.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Jefferies-analist Brent Thill merkte op: \"We verwachten dat de bijdrage van AI aan de groei van Azure zal toenemen, waarbij onze controles wijzen op een sterke vraag naar Azure AI-diensten.\"\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Hij bagatelliseerde ook de significante impact van OpenAI's situatie op de prestaties van Azure op de korte termijn.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">De concurrentie van Azure met andere clouddiensten zoals Amazon's AWS en Google Cloud wordt heviger, maar Microsofts investeringen in AI zorgen voor een groter marktaandeel voor Azure.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">De eigen prognoses van het bedrijf voor de groei van Azure zijn ambitieus en mikken op een toename van 26% tot 27% in het tweede kwartaal.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Om zijn cloudsector te ondersteunen, ontwikkelt Microsoft de <\/span><a href=\"https:\/\/dailyai.com\/nl\/2023\/11\/microsoft-joins-the-ai-hardware-market-with-a-pair-of-custom-chips\/\"><span style=\"font-weight: 400;\">Azure Maia 100 en Microsoft Azure Cobalt 100 chips<\/span><\/a><span style=\"font-weight: 400;\"> ontworpen voor AI, in navolging van Amazon en Google, die vorig jaar soortgelijke initiatieven hebben genomen.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Ondanks enkele uitdagingen, zoals ontslagen bij ongeveer 8% van de Microsoft Gaming divisie, blijven de aandelen van het bedrijf goed presteren, met een stijging van 57% vorig jaar.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Deze groei draagt bij aan de rally van de bredere techsector.<\/span><\/p>","protected":false},"excerpt":{"rendered":"<p>Microsoft staat op het punt om zijn beste kwartaalgroei in bijna twee jaar te rapporteren, met een verwachte omzetstijging van 15,8%. Microsoft was er snel bij om zich aan te passen aan generatieve AI door een alliantie aan te gaan met industrieleider OpenAI, iets wat het bedrijf naar de voorgrond van de markt stuwt met een duizelingwekkende waardering van $3 biljoen, en Apple voorbijstreeft voor de titel van meest waardevolle bedrijf. Vandaag bedraagt Microsofts investering in OpenAI een kolossale $10 miljard, wat de lat hoog legt voor de AI-verwachtingen in het komende jaar. Microsofts betrokkenheid heeft OpenAI's dominantie in de generatieve AI-markt verstevigd door het bedrijf te voorzien van cloudbronnen.<\/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, 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