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微软的最新披露显示其AI业务收入主要来自OpenAI-36氪
微软最新披露的信息显示，其大部分人工智能（AI）业务收入来自OpenAI。微软上周在监管文件中表示，截至6月的一年里，该公司从OpenAI录得241亿美元收入。微软首席执行官Satya Nadella此前表示，截至3月季度末，公司AI业务按全年计算的收入规模有望达到370亿美元。微软上周公布第四财季业绩时，并未更新AI总销售额。上述披露显示，在最近一个财年，OpenAI占微软AI销售额的一半以上，很可能约70%，凸显微软高度依赖这一关系密切的合作伙伴。（新浪财经）
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cryptobriefing.com
Microsoft reveals OpenAI accounts for 70% of AI sales, with $24B revenue run rate
Microsoft discloses OpenAI drives 70% of its AI sales as OpenAI hits $24B annualized revenue. Here's what the concentration risk means for
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cnbc.com
Meta debuts first AI coding agent to take on Anthropic and OpenAI
Meta released its first coding agent called Muse Code as the company ramps up its investments in AI models and services to try and take on Anthropic and OpenAI.
