09/10/2024, 01:42 PM UTC
微软股价下跌：开源边缘逐渐消失I Sold All My Microsoft Shares, OpenAI Edge Fading Away
1、微软在AI竞赛中的初期领先地位正受到开源模型和客户偏好变化的挑战；2、像Meta的Llama这样的开源模型越来越受欢迎，威胁到微软Azure的增长；3、像Nvidia这样的公司推动的本地AI部署兴起，正在削弱迁移到云的需求，进一步影响微软的AI优势。1. Microsoft's initial lead in the AI race is being challenged by open-source models and shifting customer preferences; 2. Open-source models like Meta's Llama are gaining popularity and threatening Microsoft Azure's growth; 3. The rise of on-premises AI deployment, facilitated by companies like Nvidia, is undermining the need for cloud migration and further impacting Microsoft's AI edge.
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