September 26, 2025 04:01 AM GMT Microsoft More Than Just GenAI; Elevating to Top Pick | What's Changed | | | | --- | --- | --- | | Microsoft (MSFT.O) | From | To | | Top Pick Added | TEAM.O | MSFT.O | | Price Target | $582.00 | $625.00 | Questions around the evolving relationship w/ OpenAI, durability of Azure growth, and health of its Productivity apps given Agentic computing have weighed on shares. Confidence in a path to shedding those weights and a broadening set of growth drivers elevates MSFT to Top P ...

另外，Microsoft 365 Copilot 将继续由 OpenAI 的最新模型 GPT-5 提供支持，现在用户也可以灵活地使 用 Anthropic 的 Claude Sonnet 4 和 Claude Opus 4.1 模型。（青云） 【环球网科技综合报道】9月28日消息，微软官方宣布，Microsoft 365 Copilot 将接入 Anthropic 的 Claude 模型。 来源：环球网 ...

微软 ( NASDAQ: MSFT ) 正在寻找更多途径利用人工智能，推动企业客户大规模采用。随着 Microsoft 365 Copilot 等核心解决方案由 OpenAI 和 Anthropic 提供支持，用户在前沿模型之间获得了更多灵活性和选择。 作为 其增长战略的一部分，预计微软将在 2026 年第一季度将其资本支出增加 63%，以履行其云服务剩余的履约义务，从而促进未来几个季度 的营收增长。鉴于其良好的增长前景，分析师重申对微软股票的"买入"评级，目标价为每股 664 美元，相当于 2027 财年企业价值/息税折旧摊 销前利润 (EV/EBITDA) 的 21.43 倍。 微软在扩大云业务版图上迈出了关键一步 —— 推出了 "微软主权云"（Microsoft Sovereign Cloud），包含主权公有云、主权私有云和国家合 作伙伴云三种形式。私有云既可以是混合模式，也能在本地站点实现离线运行，同时还能完整使用 Microsoft 365 Local 和 Azure Local 套 件。云实例会配备数据守护者（Data Guardian）、外部密钥管理（External Key Managemen ...

新基准GDPval的提出与设计 - 提出GDPval基准用于衡量AI模型在真实世界具有经济价值任务上的表现[1] - 基准覆盖对美国GDP贡献最大的9个行业中的44种职业 这些职业年均创收合计达3万亿美元[2] - 任务基于平均拥有14年经验的行业专家的代表性工作设计而成[2][18] 测试方法与数据构建 - 筛选对美国GDP贡献超5%的9个行业 再挑选各行业贡献工资总额最多且以数字任务为主的职业[14] - 通过GPT-4o对任务按数字/非数字分类 若60%以上为数字任务则纳入[14] - 最终筛选44个职业 年创收合计3万亿美元[15] - 每个GDPval任务包含需求和交付成果两部分 行业专家对照O*NET任务分类设计[20] - 通过平均完成时间×时薪计算每个任务的经济价值[23] - 最终包含1320项任务 每个任务获得至少3次平均5次的人工审核[23] 模型性能评估结果 - Claude Opus 4.1成为表现最佳模型 47.6%产出被评定媲美人类专家成果[4] - GPT-5以38.8%的成绩位居第二[6] - GPT-4o与人类相比只有12.4%获胜或平局[6] - OpenAI各代模型在GDPval上的表现大致呈线性提升[32] - GPT-5在准确性方面优势显著 Claude在文件处理上表现更佳[33] 性能提升方法与经济价值 - 增加推理努力 提供更多任务背景 优化提示词与智能体辅助框架能显著提升模型性能[38] - 将AI模型与人类监督结合 在完成任务时有望比单独人类专家更经济高效[35] - 多种使用模式都能帮人类节省成本和时间[36] 开源与自动评分 - 开源包含220项任务的优质子集[9] - 开发实验性自动评分器 与人类专家评分的一致性达66% 仅比人类间评分一致性低5%[27] 局限性与发展计划 - 数据集规模有限仅44种职业 聚焦计算机上完成的知识工作[40] - 任务为精准指定的一次性任务 缺乏交互性 自动评分器存在不足 评估成本高[40] - 计划在未来迭代版本中拓展覆盖范围 增强真实性与交互性 纳入更多场景细节[41]

Microsoft (NASDAQ: MSFT ) is finding more avenues to leverage AI, driving substantial enterprise customer adoption. With core solutions like Microsoft 365 Copilot being powered by OpenAI & now Anthropic, users are gaining more versatility and choices between frontier models. AsMonte Independent Investment Research: Michael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional servic ...

Microsoft (NASDAQ: MSFT ) is finding more avenues to leverage AI, driving substantial enterprise customer adoption. With core solutions like Microsoft 365 Copilot being powered by OpenAI & now Anthropic, users are gaining more versatility and choices between frontier models. AsMonte Independent Investment Research: Michael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional servic ...

Key Takeaways Nebius' revenues jumped 625% year over year to $105.1M in Q2 2025 on strong AI cloud demand.The company raised ARR guidance to $900M-$1.1B while keeping core business outlook unchanged.Nebius signed a $17.4B, five-year AI infrastructure deal with Microsoft, with possible expansion.Nebius Group N.V. (NBIS) , an artificial intelligence (AI) cloud infrastructure provider, is capitalizing on the surge in global demand for AI computing power. The Amsterdam-based company has reported robust growth i ...

Is Microsoft’s relationship with its longtime artificial intelligence (AI) partner taking a turn?By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.As CNBC reported Wednesday (Sept. 24), the tech giant has for years s ...

Microsoft (NASDAQ:MSFT) revealed today it is adding Anthropic's Claude artificial intelligence models to Microsoft 365 Copilot in addition to its OpenAI models. "Customers can now use both OpenAI and Claude — starting in Researcher and Copilot Studio, and coming to more experiences soon," said ...

格隆汇9月24日｜微软今天将把Anthropic的Claude Sonnet 4和Claude Opus 4.1人工智能模型带到微软365 Copilot上。这是一项重大举措，不仅扩大了Microsoft 365 Copilot中除OpenAI外的模型选择范围，而且 将允许微软的客户访问Researcher和Microsoft Copilot Studio中的Anthropic模型。微软商业和工业副驾驶 团队总裁查尔斯·拉曼纳解释说，"Copilot将继续由OpenAI的最新模型提供支持，现在我们的客户也可以 灵活地使用Anthropic模型——从Researcher开始，或者在微软Copilot Studio中构建代理。" ...