{"id":244720,"date":"2026-02-01T09:14:39","date_gmt":"2026-02-01T09:14:39","guid":{"rendered":"https:\/\/bm.dev.synology.me\/?p=244720"},"modified":"2026-02-01T09:14:39","modified_gmt":"2026-02-01T09:14:39","slug":"microsoft-si-costul-real-al-economiei-ai-vor-sa-reusi-vreodata-sa-si-scoata-unii-banii-investitii-gigantice-infrastructura-la-limita-si-promisiunea-unei-piete-de-trilioane-de-dolari","status":"publish","type":"post","link":"https:\/\/bm.dev.synology.me\/?p=244720","title":{"rendered":"Microsoft \u015fi costul real al economiei AI: Vor s\u0103 reu\u015fi vreodat\u0103 s\u0103-\u015fi scoat\u0103 unii banii? Investi\u0163ii gigantice, infrastructur\u0103 la limit\u0103 \u015fi promisiunea unei pie\u0163e de trilioane de dolari"},"content":{"rendered":"<p>\n<strong>Cel mai recent trimestru al Microsoft arat\u0103 clar c\u0103, \u00een era inteligen\u0163ei artificiale, \u201emoneda\u201d strategic\u0103 a industriei cloud este capacitatea. Pentru a \u0163ine pasul cu explozia cererii de putere de calcul \u015fi infrastructur\u0103, compania a investit masiv &#8211; aproximativ 35 de miliarde de dolari &#8211; \u00een extinderea resurselor necesare pentru a sus\u0163ine viitoarea economie bazat\u0103 pe AI.<\/strong><\/p>\n<p>\nCloudul \u00eenc\u0103 vinde promisiunea \u201elipsei de greutate\u201d, \u00eens\u0103 cel mai recent trimestru al Microsoft a avut un impact puternic. Aproape c\u0103 puteai auzi zumzetul sta\u0163iilor electrice \u00een fundalul conferin\u0163ei cu investitorii &#8211; o recunoa\u015ftere t\u0103cut\u0103 c\u0103<br \/>\nsoftwa\u00ad\u00adre-ul a devenit infrastructur\u0103, iar blocajul nu mai este \u00een cod, ci \u00een energie. Compania care alt\u0103dat\u0103 extindea internetul prin solu\u0163ii inteligente ajunge acum s\u0103 \u0163in\u0103 pasul cu dezvoltarea re\u0163elei energetice americane, conform unui material din publica\u0163ia Quartz.<\/p>\n<p>\nRezultatele trimestriale au fost peste a\u015ftept\u0103ri: veniturile au crescut cu 18%, la 77,7 miliarde de dolari; profitul ajustat pe ac\u0163iune a fost de 4,13 dolari, peste previziuni; Azure a avansat cu aproximativ 40%; iar profitul opera\u0163ional a urcat cu 24%, la 38 de miliarde de dolari. Totu\u015fi, \u00een ciuda acestor cifre solide, ac\u0163iunile au sc\u0103zut cu aproximativ 3% \u00een tranzac\u0163iile dintr-o diminea\u0163\u0103 de joi, la publicarea rezultatelor.<\/p>\n<p>\nMotivul a fost c\u0103 trimestrul nu a fost definit de software, ci de infrastructur\u0103 fizic\u0103. Aproximativ 35 de miliarde de dolari \u00een investi\u0163ii &#8211; un record, \u00een cre\u015ftere cu 74% fa\u0163\u0103 de anul trecut &#8211; au mers c\u0103tre centre de date, transformatoare \u015fi terenuri. Microsoft obi\u015fnuia s\u0103 creasc\u0103 \u00een ritmul software-ului: produse noi, utilizatori noi, profituri noi. Acum, limitele sunt materiale. Compania a avertizat c\u0103 va continua s\u0103 fie \u201erestric\u0163ionat\u0103 de capacitate p\u00e2n\u0103 la sf\u00e2r\u015fitul anului fiscal\u201d, o formulare greu de imaginat \u00een perioada \u00een care activitatea se baza doar pe licen\u0163e software.<\/p>\n<p>\n<a href=\"https:\/\/www.businessmagazin.ro\/business-hi-tech\/microsoft-si-costul-real-al-economiei-ai-investitii-gigantice-22963904\" target=\"_blank\">Citi\u0163i continuarea pe <\/a><a href=\"http:\/\/www.businessmagazin.ro\/\">www.businessmagazin.ro<\/a><\/p>\n<p>\n<strong>Traducere \u015fi adaptare: Oana Ioni\u0163\u0103<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Cel mai recent trimestru al Microsoft arat\u0103 clar c\u0103, \u00een era inteligen\u0163ei artificiale, \u201emoneda\u201d strategic\u0103 a industriei cloud este capacitatea. Pentru a \u0163ine pasul cu explozia cererii de putere de calcul \u015fi infrastructur\u0103, compania a investit masiv &#8211; aproximativ 35 de miliarde de dolari &#8211; \u00een extinderea resurselor necesare pentru a sus\u0163ine viitoarea economie bazat\u0103 [&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":[62042,62043,442,58849],"class_list":["post-244720","post","type-post","status-publish","format-standard","hentry","category-actualitate","tag-economia-ai","tag-investitii-gigantice","tag-microsoft","tag-tendinte-internationale"],"_links":{"self":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/244720","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=244720"}],"version-history":[{"count":0,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/244720\/revisions"}],"wp:attachment":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=244720"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=244720"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=244720"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}