他补充称，研发团队没有把人工智能当成只是个摆在书桌上的研究计划或者开源方案，而是成功把模型变成了应用商店排名第一的产品。对纳德拉来说，这就是他为微软人工智能工作设立的新标杆。① Microsoft CEO Nadella stated at an employee meeting that DeepSeek has set a new benchmark for Microsoft's AI efforts; ② Other Microsoft executives also noted that DeepSeek achieved product success with a team of 200 people, which deserves deep reflection from all levels of Microsoft; ③ In addition, Nadella emphasized the importance of investment in datacenters, and the Chief Financial Officer pointed out that Microsoft has enormous customer demand in this area.
According to a report on March 28 by Financial Association (Editor: Ma Lan), the competition in the AI industry is exceptionally fierce, which also means that no large model can consistently lead the market; this is particularly evident in Microsoft's dynamics.
According to sources, $Microsoft (MSFT.US)$ CEO Nadella stated at the employee meeting that he was impressed by DeepSeek, seeing what kind of achievements can be made when 200 people have a shared vision and work together.
He added that the R&D team did not treat AI as merely a research project or open-source solution sitting on a desk, but successfully transformed the model into the top-ranked product in the app store. For Nadella, this represents the new benchmark he has set for Microsoft's AI work.
This is also the latest evaluation of DeepSeek by the company since Microsoft integrated DeepSeek into the Azure product system in January. During this conference, Jay Parikh, head of Microsoft's new engineering group CoreAI, also emphasized that given the achievements of DeepSeek with a 200-person team, Microsoft indeed needs to reconsider how to work collaboratively internally.
Ambitious Plan
Last month, Microsoft released its Muse model and trained it on the game Bleeding Edge to generate gameplay. Microsoft believes that Muse will assist game developers in creating game prototypes and even use it to save games and optimize for modern hardware.
Nadella stated that the company team conducted foundational research, produced a model, and then transformed it into a truly breakthrough feature within the Copilot family of products, which is now the benchmark.
Parikh pointed out that DeepSeek reminds Microsoft that it must drive faster development, as small teams around the Global are proposing innovations at a shocking speed.
The company, once praised by the market for its insight when investing in OpenAI, is quietly cutting ties with ChatGPT in an attempt to launch its own exclusive AI. Microsoft's high evaluation of DeepSeek also confirms its ambition in the AI field: to be a leader, not just a capital bloodbag behind the leader.
In addition to AI models, Nadella also emphasized the importance of the 80 billion dollar Datacenter investment. He pointed out that Microsoft's positioning is to provide all customers with the type of workload used for ChatGPT, taking into account not only AI accelerators but also storage and computing.
Microsoft's Chief Financial Officer Amy Hood stated that Microsoft has nearly 300 billion dollars in contract revenue, but delivery must be achieved in the next one to three years, and these demands support the 80 billion dollar investment.
Editor/danial
Today, after hitting the high near 24,000 in the early session and entering bearish positions, the index fell sharply by nearly over 600 points, immediately recouping yesterday's losses significantly.
Moreover, today it broke the new high again, reaching a maximum of 24,076, but by the end of the market, it fell back by about 70 points, producing a bearish candle. The current trend has not yet been broken, but from the previous low until now, it has risen close to 6,000 points. It is believed that those with positions can continue to hold until there is a clear trend reversal for profit-taking. Those without positions can wait for a pullback to get in. Actually, it is hoped for a quick pullback, as it allows for entry and also provides a healthy breath.
Currently, the outlook remains the same as before. It is believed that even if there is a pullback, it shouldn't be too deep. However, if Futures fail to stabilize and close below 22,350, there may still be room for decline. The chance of Futures falling below 21,400 in the short term should be low, so it is considered that if a significant pullback occurs, it presents a good opportunity to incrementally go long. Recently, there has been a consistent approach to not hold positions overnight, only focusing on immediate trades, as there is no high chasing and no casual short selling.
Comment(1)
Reason For Report