据新浪财经消息，全球科技巨头微软正在加大人工智能领域的投入，目标是在2024年底持有180万枚AI芯片，较当前水平实现大幅增长。这一战略举措旨在提升其生成式AI的性能，使其更高效、更精准且成本更低。关键的硬件支持将主要来自于英伟达的GPU。
内部文件透露，微软计划在接下来的几年内大幅增加GPU的库存，目标是在2024年将其GPU数量增加两倍。这显示出微软对于AI计算能力的强烈需求，以及在人工智能竞赛中保持领先地位的决心。知情人士指出，从当前财年至2027财年，微软预计将斥资约1000亿美元用于GPU的采购和数据中心的建设。
这一大规模投资预计将对微软的AI研发产生深远影响，不仅会推动其自身技术的进步，也可能重塑全球AI市场的格局。随着微软的GPU持有量和数据中心能力的增强，其在云服务、人工智能应用以及未来可能的创新项目中都将拥有更强大的计算基础。
微软的这一战略也反映了当前科技行业的一个趋势，即对AI硬件的激烈竞争和巨额投资。随着AI技术的快速发展，拥有高性能的GPU和其他专门芯片已成为企业保持技术领先的关键因素。微软的这一举措无疑将加剧与亚马逊、谷歌等科技巨头在AI领域的竞争。
英语如下：
**News Title:** “Microsoft to Invest Billions to Accelerate AI Strategy: Targeting 1.8 Million GPUs by Year-End, Doubling by 2024”
**Keywords:** Microsoft, AI chips, GPU growth
**News Content:**
Title: Microsoft Steps Up AI Push, Aims for 1.8 Million AI Chips by Year-End, Doubling GPU Holdings
According to Sina Finance, tech giant Microsoft is ramping up its investment in the AI sector, targeting a significant increase in AI chip holdings to 1.8 million units by the end of the year. This strategic move is aimed at enhancing the performance of its generative AI, making it more efficient, precise, and cost-effective. Key hardware support will predominantly come from NVIDIA GPUs.
Internal documents reveal that Microsoft plans to significantly boost its GPU inventory in the coming years, with a goal to triple its GPU count by 2024. This underscores the company’s strong demand for AI computing power and its determination to maintain a leading position in the AI race. Sources familiar with the matter suggest that from the current fiscal year through 2027, Microsoft anticipates spending around $1 trillion on GPU procurement and data center construction.
This massive investment is expected to have a profound impact on Microsoft’s AI research and development, driving advancements in its own technology and potentially reshaping the global AI market landscape. As Microsoft’s GPU holdings and data center capabilities grow, it will have a more robust computational foundation for cloud services, AI applications, and future innovative projects.
Microsoft’s strategy mirrors a broader trend in the tech industry: intense competition and substantial investment in AI hardware. With the rapid development of AI technology, possessing high-performance GPUs and specialized chips has become a crucial factor for companies to maintain a technological edge. This move is set to intensify the rivalry between Microsoft and other tech titans like Amazon and Google in the AI domain.
【来源】https://finance.sina.com.cn/stock/usstock/c/2024-04-18/doc-inasfexc1053371.shtml
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