CNBC 评论说是因为OpenAI.

来源: 于 2026-01-29 07:25:02 [旧帖] [给我悄悄话] 本文已被阅读：次

A large chunk (~45%) of Microsoft’s future contracted cloud revenue backlog is tied to OpenAI’s commitments, meaning OpenAI’s demand for Azure compute and cloud services is driving a substantial portion of MSFT’s future revenue pipeline.