MSFT计划将AI算力从2 GW扩展至32 GW，这标志着其对AI的态度从保守转向看多。
逐段跳播
我把这次采访拿来和 Satya Nadella 对照。我也持有 Microsoft 的敞口，但 Satya 一直是那种会说“看，就算我们对 Open AI 的投资归零，也没关系，我们不会有事的”的人。
这在我看来说明他在人工智能方面也想保持一点保守。
I put this interview up against Satya Nadella. So, I also have exposure to Microsoft, but Satya has been the kind of guy that's like, "Look, if our investments to Open AI go to zero, it's fine. We we'll be okay." Which to me suggests he's also wanting to be a little conservative when it comes to artificial intelligence.
但他们刚刚做了一件事，让我觉得，等等，这个保守的人反而变得看多得多。这很有意思。事情是这样的，有报道称 Microsoft 现在计划将其数据中心敞口扩大 3 倍。
But they just did something that makes me think, wait, the conservative guy is getting that much more bullish. That's interesting. And so what happened was uh there's reporting that Microsoft is now planning to 3x their data center exposure.
总之，我把笔记放在这儿了。Microsoft 拥有 12 吉瓦的计算能力。在这 12 吉瓦的计算能力中，目前只有 2 吉瓦是 AI 计算。这在我看来是疯狂的数据。所以在这 12 吉瓦中，只有 2 吉瓦是 AI。
Anyway, uh, so I got my notes here. Microsoft has 12 gawatts of compute. Of the 12 gawatts of compute, only 2 gawatt or AI compute right now. That's insane data to me. So out of the 12 that they have >> gigawatt uh only two are AI.
他们现在预计将达到总共 32 吉瓦，这相当于总算力的 3 倍，但实际上这是 AI 算力的 16 倍，因为你是从 2 增加到 32。
Well, they expect to get to now 32 total gigawatts, which that works out to a 3x of total compute, but it's actually a 16x of AI compute because you're going from 2 to 32.
这个频道对 $MSFT 的历次判断
Meet Kevin 在这只股票上共 3 条判断，这里只列相邻的几条。