{"id":5784,"date":"2023-09-22T12:43:01","date_gmt":"2023-09-22T12:43:01","guid":{"rendered":"https:\/\/global.fxoro.com\/?p=5784"},"modified":"2025-02-06T09:32:52","modified_gmt":"2025-02-06T09:32:52","slug":"ar-putea-serviciul-microsoft-ai-cloud-sa-fie-urmatorea-sursa-profitabila","status":"publish","type":"post","link":"https:\/\/thewallstreetfan.com\/ro\/ar-putea-serviciul-microsoft-ai-cloud-sa-fie-urmatorea-sursa-profitabila\/","title":{"rendered":"Ar putea Serviciul Microsoft AI Cloud s\u0103 fie urm\u0103torea surs\u0103 profitabil\u0103?"},"content":{"rendered":"

Incursiunea Microsoft \u00een serviciile de cloud computing concepute pentru inteligen\u021ba artificial\u0103 (AI) sugereaz\u0103 un poten\u021bial financiar semnificativ.<\/p>\n

Evalu\u0103rile recente dezv\u0103luie o perspectiv\u0103 optimist\u0103 asupra Microsoft, opiniile exper\u021bilor men\u021bin\u00e2nd un rating \u201eOutperform\u201d (Performan\u021b\u0103 peste medie) pentru gigantul tehnologic. Cu o revizuire a pre\u021bului \u021bint\u0103 sugerat\u0103 de la 398 USD la 400 USD, ac\u021biunile Microsoft s-au men\u021binut \u00een cele din urm\u0103 la 328,65 USD.<\/p>\n

Microsoft pare s\u0103 conduc\u0103 \u00een cursa Generative AI, introduc\u00e2nd o gam\u0103 de software-uri \u0219i cadre de proiectare pentru platforme. Acestea sunt concepute pentru a ajuta clien\u021bii s\u0103 maximizeze utilitatea datelor \u0219i AI. \u00cen tandem cu aceast\u0103 cre\u0219tere, a existat o cre\u0219tere a investi\u021biilor \u00een supercomputerele GPU\/AI pentru a r\u0103spunde cererii \u00een cre\u0219tere.<\/p>\n

Analizele sugereaz\u0103 c\u0103 furnizorii importan\u021bi de cloud computing, asem\u0103n\u0103tori Microsoft, ar putea c\u00e2\u0219tiga aproximativ 1,50 USD pe or\u0103, sau aproximativ 1.000 USD lunar, dintr-un singur GPU Nvidia A100. Pe baza unor astfel de previziuni, concentrarea doar pe \u00eenchirierea GPU-ului \u2013 l\u0103s\u00e2nd deoparte software sau servicii suplimentare \u2013 ar putea ob\u021bine o marj\u0103 brut\u0103 de 42%.<\/p>\n

Contrar unor previziuni anterioare, efectul anticipat asupra marjelor Azure Microsoft de la Generative AI ar putea fi mai pu\u021bin sever dec\u00e2t se anticipase. Ad\u0103ug\u00e2nd la aceast\u0103 perspectiv\u0103 optimist\u0103, exist\u0103 specula\u021bii cu privire la integrarea de c\u0103tre Microsoft a tehnologiilor cu marj\u0103 ridicat\u0103, cum ar fi modele AI u\u0219or disponibile \u0219i alte servicii complementare AI. Astfel de ad\u0103ug\u0103ri ar putea cre\u0219te semnificativ veniturile \u0219i traiectoria profitului.<\/p>\n

Reconfirm\u00e2nd aceast\u0103 pozi\u021bie optimist\u0103, anun\u021burile recente de la Microsoft sugereaz\u0103 c\u0103 suita lor de instrumente AI este preg\u0103tit\u0103 s\u0103 ating\u0103 venituri de 10 miliarde de dolari, stabilind un ritm f\u0103r\u0103 precedent \u00een istoria companiilor software.<\/p>\n

V\u0103 g\u00e2ndi\u021bi s\u0103 v\u0103 diversifica\u021bi portofoliul de investi\u021bii cu gigan\u021bii din domeniul tehnologiei?<\/p>\n

Interesa\u021bi s\u0103 tranzac\u021biona\u021bi ac\u021biuni Disney, Microsoft sau alte ac\u021biuni cu FXORO?<\/strong><\/p>\n

\n \u00cenregistreaz\u0103-te<\/a>\n

Sau conecta\u021bi-v\u0103<\/a>, dac\u0103 ave\u021bi deja un cont.<\/p>\n

Tranzac\u021bionarea CFD-urilor este riscant\u0103.<\/p>\n <\/div>\n

Source: https:\/\/chat.openai.com\/c\/31a4b357-0552-459a-8c65-1adbb8e4dcb7<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Incursiunea Microsoft \u00een serviciile de cloud computing concepute pentru inteligen\u021ba artificial\u0103 (AI) sugereaz\u0103 un poten\u021bial financiar semnificativ. Evalu\u0103rile recente dezv\u0103luie o perspectiv\u0103 optimist\u0103 asupra Microsoft, opiniile exper\u021bilor men\u021bin\u00e2nd un rating \u201eOutperform\u201d (Performan\u021b\u0103 peste medie) pentru gigantul tehnologic. Cu o revizuire a pre\u021bului \u021bint\u0103 sugerat\u0103 de la 398 USD la 400 USD, ac\u021biunile Microsoft s-au men\u021binut […]<\/p>\n","protected":false},"author":1,"featured_media":6305,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[33,34,31],"tags":[],"class_list":["post-5784","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-corporations","category-real_shares","category-stocks-market"],"aioseo_notices":[],"acf":[],"_links":{"self":[{"href":"https:\/\/thewallstreetfan.com\/ro\/wp-json\/wp\/v2\/posts\/5784","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/thewallstreetfan.com\/ro\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/thewallstreetfan.com\/ro\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/thewallstreetfan.com\/ro\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/thewallstreetfan.com\/ro\/wp-json\/wp\/v2\/comments?post=5784"}],"version-history":[{"count":1,"href":"https:\/\/thewallstreetfan.com\/ro\/wp-json\/wp\/v2\/posts\/5784\/revisions"}],"predecessor-version":[{"id":6784,"href":"https:\/\/thewallstreetfan.com\/ro\/wp-json\/wp\/v2\/posts\/5784\/revisions\/6784"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/thewallstreetfan.com\/ro\/wp-json\/wp\/v2\/media\/6305"}],"wp:attachment":[{"href":"https:\/\/thewallstreetfan.com\/ro\/wp-json\/wp\/v2\/media?parent=5784"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/thewallstreetfan.com\/ro\/wp-json\/wp\/v2\/categories?post=5784"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/thewallstreetfan.com\/ro\/wp-json\/wp\/v2\/tags?post=5784"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}