Artificial Intelligence (AI) will give Microsoft His “iPhone moment?”
A recent note from Wedbush Securities Dan Ives — the subject of an Alpha report finding Sunday (April 7) — argues that the Redmond, Washington, company is Among several tech giants Expect to benefit from recent AI investments next time they report earnings.
As noted in the report, Microsoft is seen as the biggest beneficiary of spending on AI, due to its Close ties to OpenAITechnology helped push the company’s market capitalization north of $3 trillion.
“We see this as Microsoft’s ‘iPhone Moment’ with AI changing the pace of cloud growth in Redmond over the next few years, and our recent check for the March quarter added to that dynamic,” Ives said. Provide confidence.”
He added that the past month has seen a surge in adoption of generative AI. Microsoft’s Copilot activity Which has helped Azure cloud deals. Ives argued that for every $100 of cloud Azure over the past few years, there could be $35 to $40 of additional AI spending going forward.
Meanwhile, PYMNTS wrote last week about Microsoft and the OpenAI $100 billion data center project, which includes an AI. The supercomputer named “Stargate”.It is scheduled to start in 2028.
Experts say the effort could create sophisticated, human-like language models that understand context, emotion and importance, potentially revolutionizing AI and commerce in areas such as personalized marketing and supply chain optimization. are
“It is important to consider the potential impact on jobs and the workforce,” Jihao SunOn Founder and CEO FLlock.iosaid in an interview with PYMNTS, a platform for decentralized AI models.
“As AI builds. more capable Integrated in multimodal and commerce, it can automate industries that currently cannot be easily transitioned to a “chatbot” interface, such as manufacturing, healthcare, sports coaching, etc.
The Stargate project is expected to exceed the cost of the largest data centers ever built, and represents the most important effort in a series of supercomputers envisioned by Microsoft and OpenAI. .
The scale of the data center effort could accelerate the development and deployment of large AI models, Sun told PYMNTS. These models have the potential to develop more human-like language models and upgraded computer vision systems.
“Sorge even suggested that such developments could lead to the creation of intelligent machines that can understand context, emotions and nuances, accurately perceive and interpret complex visual scenes. is, and can interact with the world in ways that resemble human cognition,” the report said.