Microsoft's AI Business Set To Hit $10B Revenue Milestone In Q2: Satya Nadella Says It Is The 'Fastest Business In Our History'
Microsoft's AI Business Set To Hit $10B Revenue Milestone In Q2: Satya Nadella Says It Is The 'Fastest Business In Our History'
"Our AI business is on track to surpass an annual revenue run rate of $10 billion next quarter, which will make it the fastest business in our history to reach this milestone," Nadella said. Microsoft Corp (NASDAQ:MSFT) announced during its first-quarter earnings call that its artificial intelligence business is on track to surpass $10 billion in annual revenue run rate next quarter, marking the fastest-growing business segment in the company's history.
微軟公司（NASDAQ:MSFT）在其第一季度業績會上宣佈，其人工智能業務將在下個季度達到每年超過100億美元的營業收入速率，標誌着該公司歷史上增長最快的業務板塊。
What Happened: CEO Satya Nadella highlighted the rapid adoption of AI across the company's product portfolio, emphasizing strong customer demand and widespread enterprise implementation.
事件經過：首席執行官薩提亞・納德拉強調了人工智能在公司產品系列中的快速應用，強調了客戶強勁需求和廣泛的企業實施。
"AI-driven transformation is changing work, work artifacts and workflow across every role, function, and business process, helping customers drive new growth and operating leverage," Nadella said during the earnings call.
「由人工智能驅動的變革正在改變每個角色、功能和業務流程中的工作、工作產品和工作流程，幫助客戶推動新的增長和運營槓桿力。」納德拉在業績會上說。
"Our AI business is on track to surpass an annual revenue run rate of $10 billion next quarter, which will make it the fastest business in our history to reach this milestone," Nadella said.
「我們的人工智能業務目前正朝着下個季度超過每年100億美元的營業收入速率的目標邁進，這將使其成爲我們歷史上達到此里程碑的最快業務。」納德拉表示。
Key developments driving AI growth include:
推動人工智能增長的關鍵發展包括：
- Nearly 70% of Fortune 500 companies now use Microsoft 365 Copilot
- Azure OpenAI Service usage more than doubled over the past six months
- GitHub Copilot enterprise customers increased 55% quarter-over-quarter
- 將近70%的財富500強公司現在使用Microsoft 365 Copilot
- 過去六個月中Azure OpenAI Service的使用量翻了一番
- GitHub Copilot企業客戶的數量季度環比增長55%
CFO Amy Hood emphasized the strategic importance of AI investments, noting that "only 2.5 years in, our AI business is on track to surpass $10 billion of annual revenue run rate in Q2. This will be the fastest business in our history to reach this milestone."
首席財務官Amy Hood強調了人工智能投資的戰略重要性，並指出「僅僅2.5年，我們的人工智能業務即將在Q2超過每年100億美元的營業收入水平。這將是我們歷史上達成這一里程碑最快的業務。」
Why It Matters: The company's Azure cloud service saw 33% growth, with AI services contributing approximately 12 points to that growth. However, Microsoft acknowledged that demand continues to exceed available capacity, prompting increased infrastructure investments.
爲什麼這很重要：該公司的Azure雲服務增長了33%，其中人工智能服務 contributed約12個百分點。然而，微軟承認需求持續超過可用容量，促使增加基礎設施投資。
The rapid growth in AI revenue comes as Microsoft reported overall revenue of $65.6 billion for the first quarter, up 16% year-over-year, with Microsoft Cloud revenue reaching $38.9 billion, representing 22% growth.
人工智能營業收入的快速增長髮生在微軟報告第一季度總營業收入656億美元的背景下，同比增長16%，微軟雲營收達到389億美元，增長22%。
Price Action: Microsoft Corp's stock closed at $432.53 on Wednesday, up 0.13% for the day. In after-hours trading, the stock declined by 3.71%. Year-to-date, Microsoft shares have seen a notable gain of 16.63%, according to data from Benzinga Pro.
股價表現：微軟公司的股價在週三收於432.53美元，爲當日上漲0.13%。盤後交易中，股價下跌了3.71%。根據Benzinga Pro的數據，截至今年，微軟股票已經獲得了16.63%的顯著增長。
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圖片來自shutterstock
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免責聲明：本內容部分使用人工智能工具生成，並經Benzinga編輯審核發佈。
譯文內容由第三人軟體翻譯。
