Microsoft's AI Strategy Drives Significant Growth in Cloud Revenue


AI technology is developing rapidly, and the gaming industry is undergoing changes. Generative AI brings new opportunities and challenges, and companies such as Microsoft and Amazon are adjusting resources to focus on AI applications. Game developers have different attitudes toward this, and the industry's future remains uncertain.
OpenAI is transitioning from a non-profit to a commercial model, actively seeking investments to accelerate growth. This strategic adjustment has enhanced its market competitiveness and significantly impacted partner Microsoft, helping its market value exceed $4 trillion. The widespread application of technologies like ChatGPT is a key driving factor.
Microsoft and OpenAI have reached a new agreement, under which OpenAI will purchase 25 billion dollars of Azure cloud services, setting a record for cloud procurement in the technology industry. A key breakthrough is that OpenAI is freed from cloud dependency. Microsoft has given up its priority right to cloud computing, granting OpenAI technical autonomy and strategic initiative, marking the transition from exclusive dependence to cloud freedom.
The company Anthropic launched Claude for Excel, designed specifically for financial professionals, currently in research preview. Users can interact with the AI assistant directly through the Excel sidebar, enabling reading, analysis, and modification of workbooks. All changes are clearly tracked and explained, helping to improve efficiency in financial services.
Microsoft's CEO of AI business, Sulman, clearly stated that the company will not develop sexual content AI services, emphasizing that this is not within the scope of its services. This statement was made a week after OpenAI announced allowing adults to create sexual content, highlighting Microsoft's firm stance on the ethics of generative AI.