韦德布什分析师周三表示，受投资者对人工智能相关领域兴趣的提振，微软公司可能很快就会加入苹果公司的行列，成为一家价值3万亿美元的公司，这得益于其云基础设施业务的实力以及ChatGPT推动的未来收益。
以Daniel Ives为首的分析师表示，微软的云业务在未来一年半内将有能力从亚马逊的云服务部门AWS手中夺走业务。随着大型科技竞争对手投入人工智能“军备竞赛”，他们表示微软正坐在“驾驶座”上。
Ives在周三的一份研究报告中提到微软CEO萨提亚·纳德拉时表示，“我们本季度对微软的云计算审查仍然非常稳定，我们相信，与AWS相比，份额增长是最重要的，越来越多的企业正在与纳德拉和他的公司一起走上这条转型之路。我们认为，随着人工智能的发展，按照各部分总和估值，到2024年初微软将与苹果一起跻身3万亿美元俱乐部。”
来源：新浪财经
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