Investoru ba\u017eas par MI izdevumiem<\/p>\n
Tehnolo\u0123iju gigants Microsoft piedz\u012bvojis iev\u0113rojamu tirgus kapitaliz\u0101cijas kritumu par 440 miljardiem dol\u0101ru p\u0113c jaun\u0101k\u0101 ceturk\u0161\u0146a p\u0101rskata publisko\u0161anas. Anal\u012bti\u0137i k\u0101 galveno iemeslu min strauji augo\u0161os izdevumus m\u0101ksl\u012bg\u0101 intelekta (MI) jom\u0101, nesp\u0113jot demonstr\u0113t atbilsto\u0161u pe\u013c\u0146u.<\/p>\n
Microsoft akciju v\u0113rt\u012bba vienas dienas laik\u0101 nokrit\u0101s par 5,37%, bet janv\u0101r\u012b kopum\u0101 kritums sasniedzis gandr\u012bz 14%. Akciju cena turpina samazin\u0101ties kop\u0161 pag\u0101ju\u0161\u0101s vasaras.<\/p>\n
Rezult\u0101ti un investoru skat\u012bjums<\/p>\n
Lai gan Microsoft finan\u0161u p\u0101rskats uzr\u0101d\u012bja visai iespaid\u012bgus \u201cuz pap\u012bra\u201d rezult\u0101tus, sp\u0113l\u012btes \u201cCall of Duty\u201d slikt\u0101 sezona b\u016btiski ietekm\u0113jusi \u201cXbox\u201d noda\u013cas sniegumu, par\u0101dot, cik noz\u012bm\u012bga \u0161\u012b sp\u0113le ir uz\u0146\u0113muma pat\u0113r\u0113t\u0101ju segmentam.<\/p>\n
Ta\u010du, k\u0101 nor\u0101da \u201cWindows Central\u201d, investorus \u012bpa\u0161i neinteres\u0113 Microsoft darb\u012bbas ar \u201cWindows\u201d vai \u201cXbox\u201d. Slikts \u201cCall of Duty\u201d gads vai negat\u012bvas zi\u0146as par \u201cWindows 11\u201d kvalit\u0101ti neliel\u0101 m\u0113r\u0101 ietekm\u0113 akciju cenas. T\u0101s v\u0113rt\u012bba cie\u0161i saist\u012bta ar Azure \u2013 Microsoft liel\u0101ko noda\u013cu pa\u0161laik. Investori arvien vair\u0101k uztraucas par Satya Nadella strat\u0113\u0123iju attiec\u012bb\u0101 uz Azure, \u012bpa\u0161i MI.<\/p>\n
Azure izaugsme un MI invest\u012bcijas<\/p>\n
Azure noda\u013cas izaugsme par 39% ir iespaid\u012bga, ta\u010du t\u0101 ir zem\u0101ka nek\u0101 gaid\u012bts. Investori nebija saj\u016bsm\u0101 ar\u012b par prognoz\u0113to turpm\u0101ko 37% izaugsmi. M\u0101ko\u0146pakalpojumu pe\u013c\u0146a p\u0101rsniedza 50 miljardus dol\u0101ru, un kop\u0113jie ie\u0146\u0113mumi sasniedza 81,3 miljardus dol\u0101ru, kas ir par 17% vair\u0101k nek\u0101 p\u0113rn. Operat\u012bv\u0101 pe\u013c\u0146a pieauga par 21%, bet t\u012br\u0101 pe\u013c\u0146a \u2013 par 38,5 miljardiem dol\u0101ru. Microsoft 365 Copilot un Github Copilot ar\u012b uzr\u0101d\u012bju\u0161i iev\u0113rojamu izaugsmi.<\/p>\n
Izdevumu milz\u012bg\u0101 ietekme<\/p>\n
Neskatoties uz kop\u0113jo pozit\u012bvo finan\u0161u ainu, v\u0113rt\u012bbas kritumu izrais\u012bjis fakts, ka izaugsmes r\u0101d\u012bt\u0101ji nesp\u0113j atspogu\u013cot Microsoft veiktos kapit\u0101la ieguld\u012bjumus MI, infrastrukt\u016br\u0101 un ar to saist\u012btos riskus. \u0160ie izdevumi ceturksn\u012b sasniegu\u0161i gandr\u012bz 40 miljardus dol\u0101ru, kas ir aptuveni 70% pieaugums sal\u012bdzin\u0101jum\u0101 ar iepriek\u0161\u0113jo gadu. Lielas summas ieguld\u012btas NVIDIA GPU, kuru v\u0113rt\u012bba datu centru kopumos strauji samazin\u0101s.<\/p>\n
Investorus bied\u0113 iesp\u0113ja, ka Microsoft nesa\u0146ems b\u016btisku atdevi no \u0161\u012bm invest\u012bcij\u0101m l\u012bdz br\u012bdim, kad apr\u012bkojums b\u016bs j\u0101atjauno vai j\u0101nomaina. Vi\u0146us satrauc ar\u012b Microsoft liel\u0101 atkar\u012bba no OpenAI un t\u0101s finansi\u0101lie ieguld\u012bjumi. Pl\u0101ni par ien\u0101kumu g\u016b\u0161anu no MI infrastrukt\u016bras pagaid\u0101m ir neskaidri.<\/p>\n","protected":false},"excerpt":{"rendered":"Investoru ba\u017eas par MI izdevumiem Tehnolo\u0123iju gigants Microsoft piedz\u012bvojis iev\u0113rojamu tirgus kapitaliz\u0101cijas kritumu par 440 miljardiem dol\u0101ru p\u0113c…\n","protected":false},"author":2,"featured_media":118718,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[16],"tags":[5090,10400,77,76,790,35,39,38,36,37,34,40,87,1345],"class_list":["post-118717","post","type-post","status-publish","format-standard","has-post-thumbnail","category-bizness","tag-akciju-tirgus","tag-azure","tag-bizness","tag-business","tag-investicijas","tag-latvia","tag-latvian","tag-latviesu","tag-latviesu-valoda","tag-latviesuvaloda","tag-latvija","tag-lv","tag-maksligais-intelekts","tag-microsoft"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@lv\/115992676451801992","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/posts\/118717","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/comments?post=118717"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/posts\/118717\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/media\/118718"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/media?parent=118717"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/categories?post=118717"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/tags?post=118717"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}