微软的Azure增长与OpenAI伙伴关系相关, 而OpenAI探索与Google, Oracle 交易。
Microsoft's Azure growth linked to OpenAI partnership as OpenAI explores deals with Google, Oracle.
微软与OpenAI的伙伴关系是Azure成长的关键, 当OpenAI与Google和Oracle等竞争对手探索云服务时,
Microsoft's partnership with OpenAI, key to Azure's growth, faces scrutiny as OpenAI explores cloud services with rivals like Google and Oracle.
这是因为OpenAI寻求公开上市,要求与其主要投资者微软重新谈判条件。
This comes as OpenAI seeks a public listing, requiring renegotiation of terms with Microsoft, its main investor.
尽管存在潜在的挑战,但UBS分析家认为微软公司有优势。
Despite potential challenges, UBS analysts suggest Microsoft has the advantage.
在最后一个季度,Azure收入上升了34.8%,微软的总收入预计将增加14%,达到73.81亿美元。
Azure revenue saw a 34.8% jump in the last quarter, and Microsoft's overall revenue is forecasted to rise 14% to $73.81 billion.