无论AI的未来如何，目前的情况对Microsoft来说仍然是非常好的。 科技巨头星期三又报告季度收入记录：923亿美元，比同年季度增长19%.
Microsoft目前报告连续10个季度创纪录收入。
这也是盈利收入。 Microsoft报告说，净收入为366亿美元，按公认会计原则计算，比同年季度增加了32%。
创纪录的收入主要以Microsoft Cloud为动力，本季度收入达到639亿美元，同比增长30%. Microsoft 称。
Microsoft将其业务报告重组为两个基本部分：1)Agents和Infra;2)设备与消费者。 反之，"设备与消费者"的收入为155亿美元，下降了3%,"Windows OEM"和"设备"的收入从同比季度下降22%.
Microsoft健康云收入并非全部都归于AI。 Microsoft 365占近280亿美元。 但Azure带来的最多，以332亿美元。 再说一遍，这些不一定都与AI有关。 企业经营Azure上的各种传统软件和SaaS应用。
然而，很大一部分收入来自AI，因为Microsoft也报告来自OpenAI的收入为100亿美元。 尽管分出到AWS,Oracle等地，OpenAI仍然在Microsoft的云上运行着许多服务。 (Anthropic也运行于Azure上。 Microsoft也称称“商业剩余履约义务增加73%至6 770亿美元”。 这是根据AI实验室现有合同承诺的未来收入。
但是，像所有大云提供商一样，Microsoft也花费了大钱准备兑现这些承诺。 资本支出高达452亿美元，是另一个前所未有的季度记录。
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Whatever the future of AI might be, the current situation is still very good for Microsoft. The tech giant reported yet another quarterly revenue record on Wednesday: $92.3 billion, a 19% increase over the year-ago quarter.
Microsoft has now reported record-breaking revenue for 10 quarters in a row.
This is profitable revenue, too. Microsoft reported that net income reached $36.6 billion, an increase of 32% on a GAAP basis, over the year-ago quarter.
The record-breaking income was largely driven on the strength of Microsoft Cloud, which reached $63.9 billion in revenue this quarter, an increase of 30% over the year-ago quarter, Microsoft said.
Microsoft has reorganized its business reporting into two basic segments: 1) Agents and Infra and 2) Devices and Consumer. On the flip side, revenue in Devices and Consumer was $15.5 billion, decreased of 3%, with Windows OEM and devices revenue falling 22% from the year-ago quarter.
True, not all of Microsoft’s healthy cloud revenue can be attributed to AI. Microsoft 365 accounted for nearly $28 billion. But Azure brought in the most, at $33.2 billion. And again, not all of that is necessarily AI-related. Enterprises run all sorts of the traditional software and SaaS applications on Azure.
Still, a good chunk of the revenue was from AI, because Microsoft also reported $10 billion in revenue from OpenAI. Despite branching out to AWS, Oracle, and others, OpenAI still runs a lot of its services on Microsoft’s cloud. (Anthropic runs on Azure as well.) Microsoft also said its “commercial remaining performance obligation increased 73% to $677 billion.” That represents future revenue committed under existing contracts of the AI labs.
But, like all the big cloud providers, Microsoft is also spending big to prepare to deliver on those commitments. Capital expenditures topped $45.2 billion, another all-time quarterly record.
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