{"id":244685,"date":"2026-01-30T12:09:40","date_gmt":"2026-01-30T12:09:40","guid":{"rendered":"https:\/\/bm.dev.synology.me\/?p=244685"},"modified":"2026-01-30T12:09:40","modified_gmt":"2026-01-30T12:09:40","slug":"nadella-apasa-acceleratia-pe-ai-dar-wall-street-calca-frana-microsoft-raporteaza-venituri-de-peste-81-miliarde-dolari-insa-investitiile-masive-in-centre-de-date-prabusesc-actiunile-cu-5-dupa-raport","status":"publish","type":"post","link":"https:\/\/bm.dev.synology.me\/?p=244685","title":{"rendered":"Nadella apas\u0103 accelera\u0163ia pe AI, dar Wall Street calc\u0103 fr\u00e2na: Microsoft raporteaz\u0103 venituri de peste 81 miliarde dolari, \u00eens\u0103 investi\u0163iile masive \u00een centre de date pr\u0103bu\u015fesc ac\u0163iunile cu 5% dup\u0103 raportare"},"content":{"rendered":"<p>\nMicrosoft, unul dintre principalii beneficiari ai boomului din inteligen\u0163a artificial\u0103, a raportat rezultate financiare peste a\u015ftept\u0103rile pie\u0163ei pentru al doilea trimestru fiscal, potrivit The Wall Street Journal.<\/p>\n<p>\nTotu\u015fi, reac\u0163ia investitorilor a fost negativ\u0103, pe fondul cre\u015fterii accelerate a cheltuielilor pentru infrastructura de tip data center.<\/p>\n<p>\nCompania a \u00eenregistrat venituri de 81,3 miliarde dolari \u00een primul trimestru fiscal, peste estim\u0103rile anali\u015ftilor. Divizia de cloud Azure, un indicator cheie urm\u0103rit de pia\u0163\u0103, a consemnat o cre\u015ftere de 39%, \u00een linie cu a\u015ftept\u0103rile Wall Street, dar u\u015for sub ritmul din trimestrul anterior.<\/p>\n<p>\nMicrosoft a raportat un profit net de 38,5 miliarde dolari, echivalentul a 5,16 dolari pe ac\u0163iune diluat\u0103, peste nivelurile anticipate de anali\u015fti. Venitul opera\u0163ional a crescut cu 21%, la 38,3 miliarde dolari, de asemenea peste prognoze.<\/p>\n<p>\nAc\u0163iunile companiei au sc\u0103zut cu 11% \u00een tranzac\u0163iile de joi diminea\u0163\u0103, fiind pe cale s\u0103 \u00eenregistreze cea mai mare sc\u0103dere procentual\u0103 \u00eentr-o singur\u0103 zi din 2020.<\/p>\n<p>\nPerforman\u0163a peste a\u015ftept\u0103ri a fost sus\u0163inut\u0103 de noul acord cu OpenAI, \u00eencheiat \u00een octombrie, \u00een contextul restructur\u0103rii companiei de inteligen\u0163\u0103 artificial\u0103 pentru crearea unei entit\u0103\u0163i orientate spre profit. Microsoft de\u0163ine aproximativ 27% din aceast\u0103 entitate.<\/p>\n<p>\nMicrosoft a anun\u0163at anterior c\u0103 \u00ee\u015fi va dubla capacitatea centrelor de date \u00een urm\u0103torii doi ani \u015fi c\u0103 va cheltui peste nivelurile proiectate ini\u0163ial pentru infrastructura AI, inclusiv data centere.<\/p>\n<p>\nDup\u0103 publicarea rezultatelor, ac\u0163iunile gigantului tech au sc\u0103zut cu aproximativ 5%. La finalul \u015fedin\u0163ei de tranzac\u0163ionare, Microsoft se pozi\u0163iona la 433 dolari\/ac\u0163iune..<\/p>\n<p>\n&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Microsoft, unul dintre principalii beneficiari ai boomului din inteligen\u0163a artificial\u0103, a raportat rezultate financiare peste a\u015ftept\u0103rile pie\u0163ei pentru al doilea trimestru fiscal, potrivit The Wall Street Journal. Totu\u015fi, reac\u0163ia investitorilor a fost negativ\u0103, pe fondul cre\u015fterii accelerate a cheltuielilor pentru infrastructura de tip data center. Compania a \u00eenregistrat venituri de 81,3 miliarde dolari \u00een primul [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[510],"tags":[442,161,519,6909],"class_list":["post-244685","post","type-post","status-publish","format-standard","hentry","category-actualitate","tag-microsoft","tag-miliarde","tag-raportare","tag-venituri"],"_links":{"self":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/244685","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=244685"}],"version-history":[{"count":0,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/244685\/revisions"}],"wp:attachment":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=244685"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=244685"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=244685"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}