Back to articles
DevPickView feed
The Vergeby Tom Warren
Original published:

Microsoft discloses Azure revenue as part of major financial reporting changes

AI summary
Editorial policy

Microsoftが財務報告手法を変更し、Azureクラウド事業の収益を四半期ごとに個別開示することを発表。AI投資の影響を明確にする狙いがある

Key points

  • •AI関連投資の規模と収益性を投資家に透明化するため、Azureの収益データが初めて四半期単位で公開される
  • •事業セグメントを2つに再編し、クラウドとAIの成長が企業全体に与える影響をより正確に反映する方針である
  • •この変更により、競合他社とのクラウド市場での競争状況やAIインフラ投資のROI分析が容易になる
#Major Players#Semiconductors & Infrastructure#Microsoft
Read the original(opens in a new tab)

Related articles

See more
ITmedia AI+

Microsoft、社内エンジニア数万人を対象に「Claude Code」「Copilot CLI」導入の影響を分析 生産性どう変わる

Microsoft researchers published a paper analyzing the usage and productivity impact of command-line AI coding tools among tens of thousands of internal engineers.

The Verge

The best reason to care about Nvidia’s RTX Spark: ‘everything’ will run on Arm

The article explores Nvidia's RTX Spark and its potential to run 'everything' on Arm, contrasting it with the historical failure of the original Microsoft Surface PC.

The Verge

How Windows is being optimized for Nvidia’s RTX Spark laptops

The article reports on a launch event in San Francisco for Nvidia's RTX Spark laptops, focusing on how Windows is being optimized for these new AI PCs.

The Verge

Microsoft has a new machine learning tool to improve weather forecasts

Microsoftが機械学習を活用し、2週間を超えても精度が低下しない2〜6週間先の天気予報を実現する低コストな手法を開発した

ITmedia AI+

Microsoft、Copilotなどを自社開発チップで稼働 新チップでNVIDIA依存から脱却狙いか

Microsoft announced its in-house AI accelerator, Maia 300, revealing plans to reduce reliance on NVIDIA while significantly improving power efficiency.