微软近日传出重大战略举措，计划在人工智能（AI）领域加码布局。据新浪财经报道，微软内部文件显示，公司设定的目标是在2024年底持有180万枚AI芯片，这标志着其对GPU的储备将实现翻倍。这一行动旨在提升其生成式AI的性能，使其更高效、更精确且更具成本效益。
目前，微软在GPU的采购上主要合作伙伴为英伟达。据透露，微软的野心不仅限于芯片储备，其还计划在接下来的几年内大幅扩张GPU计算能力。文件指出，到2024年，微软的GPU数量将增长两倍，以支撑其AI和云计算业务的快速发展。
知情人士透露，微软对于这一战略的投入力度巨大，预计在当前财年至2027财年期间，将在GPU硬件和数据中心建设上投入约1000亿美元。这一巨额投资彰显了微软在AI领域的决心，也预示着全球科技巨头在AI竞赛中的新一轮较量即将展开。
微软的这一战略调整将对全球AI市场产生深远影响，不仅可能重塑AI技术的格局，也可能对供应链、竞争对手和整个科技行业带来连锁反应。随着AI技术的持续演进，微软的这一大规模投入或将为其在未来竞争中抢占先机。
英语如下：
**News Title:** “Microsoft Accelerates AI Push: Targeting 1.8 Million Chips by Year’s End, Doubling GPU Holdings”
**Keywords:** Microsoft, AI chips, GPU capacity doubling
**News Content:** Microsoft has recently unveiled a major strategic move, aiming to intensify its presence in the artificial intelligence (AI) sector. According to reports from Sina Finance, internal documents reveal that the company aims to hold 1.8 million AI chips by the end of 2024, indicating a doubling of its GPU inventory. This move is intended to enhance the performance of its generative AI, making it more efficient, precise, and cost-effective.
Currently, NVIDIA is Microsoft’s primary partner for GPU procurement. Sources indicate that Microsoft’s ambitions extend beyond chip reserves, with plans to significantly expand GPU computing capabilities in the coming years. The documents suggest that by 2024, Microsoft’s GPU count will triple to support the rapid growth of its AI and cloud computing businesses.
Insiders透露, the tech giant is poised to make substantial investments in this strategy, estimating expenditures of around $100 billion between the current fiscal year and 2027 on GPU hardware and data center construction. This massive investment underscores Microsoft’s commitment to the AI domain and foreshadows a new round of competition among global tech titans in the AI race.
This strategic shift by Microsoft is expected to have profound implications for the global AI market, potentially reshaping the landscape of AI technology and triggering a domino effect on supply chains, competitors, and the broader tech industry. As AI technology continues to evolve, Microsoft’s substantial investment could position the company at the forefront of future competition.
【来源】https://finance.sina.com.cn/stock/usstock/c/2024-04-18/doc-inasfexc1053371.shtml
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