CNBC 评论说是因为OpenAI.

来源: CTYJ66 于 2026-01-29 07:25:02 [] [旧帖] [给我悄悄话] 阅读数 : (1517 bytes)
回答: 为什么azure增速减小冲击这么大？ 由 牛经沧海 于 2026-01-29 07:10:00

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.  

 

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