微软近日传出重大战略举措，计划在人工智能（AI）芯片领域大幅加码。据新浪财经报道，一份内部文件披露，微软的目标是在2024年底之前积累高达180万枚AI芯片，以推动其生成式AI技术的性能提升，同时降低成本。这一雄心勃勃的计划旨在让微软的AI服务更为迅速、高效且经济。
文件中还指出，微软计划在接下来的四年里，即到2024年底，将其GPU的数量增加两倍。GPU作为AI计算的关键组件，主要由英伟达公司提供。微软的这一决策表明，它正在加强与英伟达的合作，以满足其对高性能计算能力日益增长的需求。
知情人士透露，从当前财年到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。这一巨额投资彰显了微软对AI基础设施的重视，也预示着公司在未来几年将深度布局AI领域，以保持在科技竞赛中的领先地位。
微软的这一战略举措不仅将影响其自身的AI研发和产品，也可能重塑整个行业的格局，推动AI技术的普及和应用。随着AI芯片数量的大幅增加，微软有望在云服务、企业解决方案和个人消费产品等多个层面实现AI能力的大幅提升。
英语如下：
News Title: “Microsoft to Invest $100 Billion, Aims for 1.8 Million AI Chips and Doubled GPU Count by Year End”
Keywords: Microsoft, AI Chips, GPU Growth
News Content: Microsoft recently announced a major strategic move, planning a significant escalation in the field of artificial intelligence (AI) chips. According to a report by Sina Finance, an internal document reveals that the tech giant aims to accumulate as many as 1.8 million AI chips by the end of 2024 to enhance the performance of its generative AI technologies and reduce costs. This ambitious plan is intended to make Microsoft’s AI services faster, more efficient, and more cost-effective.
The document also indicates that Microsoft intends to triple its GPU count by the end of 2024. GPUs, a crucial component for AI computing, are primarily supplied by NVIDIA. This decision underscores Microsoft’s strengthening partnership with NVIDIA to cater to its growing demand for high-performance computing capabilities.
Sources familiar with the matter disclose that Microsoft is expected to invest approximately $100 billion from the current fiscal year through to the 2027 fiscal year in GPU procurement and data center construction. This massive investment underscores Microsoft’s commitment to AI infrastructure and foreshadows a deep dive into the AI sector in the coming years to maintain its competitive edge in the tech race.
This strategic move by Microsoft is not only set to impact its AI research and products but could also reshape the industry landscape, accelerating the adoption and application of AI technology. With a substantial increase in AI chip numbers, Microsoft is poised to witness a significant boost in AI capabilities across cloud services, enterprise solutions, and consumer products.
【来源】https://finance.sina.com.cn/stock/usstock/c/2024-04-18/doc-inasfexc1053371.shtml
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