05. Microsoft Corporation (MSFT) 出席摩根士丹利TMT会议：微软首席财务官艾米·胡德讨论了微软第二季度的强劲表现，特别是Azure AI合同和75%的固定汇率预订量增长。她指出，预订增长不仅来自Azure，还包括M365等长期用户承诺。尽管Azure表现超预期，但投资者对第四季度的预期有所调整。胡德强调，微软在人工智能领域的增长势头良好，与OpenAI的合作关系持续到2030年，并计划通过灵活的全球基础设施支持各种工作负载。此外，微软正在优化资本支出，从长期资产转向短期服务器资产，以应对需求变化。

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