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Microsoft confirms performance-based job cuts across departments
CNBC· 2025-01-09 08:19
Microsoft Chairman and CEO Satya Nadella speaks at a press briefing on the company's campus in Redmond, Washington, on May 20, 2024.Microsoft is cutting a small percentage of jobs across departments, based on performance, the company confirmed to CNBC on Wednesday. "At Microsoft we focus on high-performance talent," a Microsoft spokesperson said in an email to CNBC on Wednesday. "We are always working on helping people learn and grow. When people are not performing, we take the appropriate action."Business ...
If I Could Buy and Hold Only a Single Stock, This Would Be It
The Motley Fool· 2025-01-08 22:53
There are a few fundamentals of investing that virtually everyone should follow, including diversification. It's one of the safest ways to ensure your portfolio is balanced and you reduce risk where possible.Despite how important diversification is, it's OK to admit that not all stocks are created equal, and some have more of a special place in your heart (and portfolio). I'm no exception.If there were only one stock with a special place in my heart that I would buy and hold for the long haul, it would be M ...
Microsoft backs its $3B AI push in India with public and private sector deals
TechCrunch· 2025-01-08 16:17
Microsoft announced a sweeping series of artificial intelligence partnerships across India’s core sectors on Wednesday, a day after pledging to invest $3 billion in the country over the next two years as it intensifies competition with rivals Google and Amazon.The tech giant’s chief executive Satya Nadella (pictured above) unveiled agreements with five major organizations spanning railways, healthcare, financial services, manufacturing and education. This includes an agreement with the Indian Ministry of E ...
Microsoft: I Hate AI, But This Is The Only Tech Stock I'm Buying
Seeking Alpha· 2025-01-08 13:06
人工智能行业现状 - 当前形式的大型语言模型(LLMs)既是炒作也是过去十年最重要的发明之一 [1] - 人工通用智能(AGI)尚未临近 人工智能不会在短期内引发广泛影响 [1] 投资观点 - 分析师持有微软(MSFT)的多头头寸 包括股票所有权 期权或其他衍生品 [1] - 分析师未从文章中获取除Seeking Alpha以外的报酬 与文章中提到的任何公司无业务关系 [1]
Microsoft is planning job cuts and focusing more on underperforming employees
Business Insider· 2025-01-08 08:27
Microsoft plans job cuts targeting underperforming employees.The reductions are happening across the company, including in its important Security division.Performance-based cuts are often backfilled by Microsoft, so total headcount may not change much.Microsoft is planning job cuts soon and the company is taking a harder look at underperforming employees as part of the reductions, according to two people familiar with the plans.AD A Microsoft spokesperson confirmed cuts, but declined to share details on th ...
Microsoft to Invest $3 Billion in Cloud and AI Infrastructure in India
PYMNTS.com· 2025-01-08 02:01
Microsoft said it will invest $3 billion to build cloud and artificial intelligence infrastructure in India over the next two years, aiming to help the country become an “AI-first nation.”The company also plans to train 10 million people in AI skills by 2030 and launch an AI Innovation Network in India, Microsoft Chairman and CEO Satya Nadella said during the Microsoft AI Tour in Bengaluru, according to a Tuesday (Jan. 7) press release.“India is rapidly becoming a leader in AI innovation, unlocking new oppo ...
Microsoft announces $3 bn AI investment in India
Techxplore· 2025-01-08 01:56
This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Microsoft CEO Satya Nadella says the US tech giant plans to invest $3 billion in India on AI and cloud infrastructure over the next two years. Microsoft CEO Satya Nadella on Tuesday said the company plans to invest $3 billion in India on artificial intelligence (AI) and cloud infrastructure over the next two years. The world's ...
Microsoft CEO Satya Nadella Said Something That Could Be Bad News for Nvidia but Great News for This AI-Powered Stock in 2025
The Motley Fool· 2025-01-07 17:23
人工智能市场机会 - 人工智能(AI)已成为华尔街近年来的主要投资主题 预计到2030年 AI将为全球GDP增加13 6万亿至22 1万亿美元的经济价值 [1] - 尽管各机构对AI市场规模的预测存在差异 但普遍认为AI对全球经济的影响将非常显著 [2] Nvidia面临的挑战 - Nvidia是AI芯片需求激增的主要受益者 但由于供应短缺 公司享有显著的定价权 [3] - 微软CEO Satya Nadella的评论暗示 微软可能在芯片供应方面已具备充足库存或找到替代方案 这可能对Nvidia产生不利影响 [4][5] - Nadella的言论被解读为微软可能减少对Nvidia芯片的依赖 这对Nvidia股东来说并非利好消息 [6] Broadcom的增长机遇 - Broadcom作为定制AI芯片和网络解决方案提供商 2024财年营收达到516亿美元 同比增长44% 其中AI相关收入同比增长220%至122亿美元 [7] - 超大规模客户计划将AI集群规模从50万个加速器扩展到100万个 这将推动对高带宽、低延迟网络组件的需求 Broadcom的网络解决方案因此备受青睐 [8] - Broadcom在数据中心扩展和互联方面的专业知识 使其可能成为微软等客户的首选合作伙伴 [9] - Broadcom与OpenAI合作开发定制推理AI芯片 这将帮助OpenAI优化成本并实现芯片供应多样化 [10] - 微软可能寻求与Broadcom合作开发定制ASIC芯片 以支持其AI基础设施需求 [11] - Broadcom专注于为客户提供定制化解决方案 这与Nvidia的通用GPU策略形成对比 可能使其在长期合作中更具优势 [12] - 随着微软扩大数据中心容量 Broadcom的AI优化服务器存储解决方案需求可能进一步增长 [13] Broadcom的估值与前景 - Broadcom目前的市销率为21 1倍 高于其三年平均市销率13 04倍 但考虑到公司强劲的增长潜力 这一高估值被认为是合理的 [14]
Microsoft to pump $3 billion into cloud and AI push in India
TechCrunch· 2025-01-07 16:27
Microsoft plans to invest an additional $3 billion to expand capacity for its artificial intelligence and cloud Azure services in India, the software giant’s chief executive said Tuesday.The software giant is already seeing many of its clients in India use its advanced technologies to bring efficiencies, Satya Nadella said at an event in Bengaluru. Some of its clients in India include Infosys, Air India, Meesho, Tech Mahindra, Federal Bank, Apollo, MakeMyTrip, HCL Tech, Manipal, Icertis, and InMobi. This i ...
3 Chip Stocks Surging Amid Foxconn, Microsoft Tailwinds
Schaeffers Investment Research· 2025-01-07 03:58
All signs point to strong artificial intelligence (AI) demand in 2025. Microsoft (MSFT) revealed plans to invest $80 billion in AI-powered data centers this year, while Hon Hai Precision Industry -- better known as Foxconn -- saw a 15% year-over-year jump in revenue to $63.9 billion in the fourth quarter amid growth in cloud and networking products.These headlines sent semiconductor stocks surging, so let's check in with industry stalwarts Advanced Micro Devices Inc (NASDAQ:AMD), Taiwan Semiconductor Mfg. C ...