Izintengo zesitoko sezinhlamvu zamagama kanye nezakwaMicrosoft zigxume ekuhwebeni kwangemva kwehora namuhla ngemuva kokuthi amabhizinisi athatheke nge-AI elethe amaholo ekota angaphezu kwabekulindelwe.

I-Microsoft njengamanje ikhuphuke ngamaphesenti angu-4.3 kuya ku-$416.25 lilinye; umzali we-Google ukhuphuke ngamaphesenti angu-11.4 kuya ku-$176.

Alphabet kubika imali engenayo engu-$80.5 billion, ikhuphuke ngamaphesenti angu-15 unyaka nonyaka, engxenyeni yayo yokuqala ka-2024. Imali engenayo isiyonke ifinyelele ku-$23.7 billion, ikhuphuke ngamaphesenti angu-53, ngenzuzo encishisiwe ngesabelo ngasinye sika-$1.89. Intengo yesitoko sezinhlamvu zamagama ikhuphuke cishe ngamaphesenti ayi-15 ngemuva kwesimemezelo

Intshiseko ethile yesitoko se-Alphabet ingabangwa ekwethulweni kwezabelo zekota zika-$0.20, ezokhokhwa kusukela ngomhla ka-17 Juni 2024, kumasheya Ekilasi A, Ikilasi B, kanye Nekilasi C. I-biz yokusesha iphinde yamemezela uhlelo lokuthenga kabusha isitoko esingu-$70 billion. I-Microsoft iphinde yabuyisela ama-dollar ayizigidi eziyizinkulungwane ezingu-8.4 kubanikazi bamasheya phakathi nekota ngendlela yokuthenga kabusha kanye nezabelo.

Imali engenayo ye-Google Cloud ifinyelele ku-$9.6 billion, ukukhula okungamaphesenti angama-28 unyaka nonyaka uCFO uRuth Porat athi kungenxa "yokwanda komnikelo ovela ku-AI."

Kodwa i-AI futhi yengeza izindleko njengoba ukuyiqhuba kudinga ithalente lobuchwepheshe nengqalasizinda yekhompyutha. I-Alfabhethi izama ukuphatha lezo zindleko. "Uma sibheka phambili, sisagxile emizamweni yethu yokulinganisa ijubane lokukhula kwezindleko ukuze sidale amandla okukhula kokwehla kwezindleko kanye nezindleko ezihambisana namazinga aphezulu okutshalwa kwezimali kwingqalasizinda yethu yezobuchwepheshe," kusho uPorat.

"Mayelana ne-capex, i-capex yethu ebikiwe ngekota yokuqala ibingama-dollar ayizigidi eziyizinkulungwane eziyi-12, iphinde yaqhutshwa kakhulu ukutshalwa kwezimali kwingqalasizinda yethu yezobuchwepheshe, nengxenye enkulu yamaseva, ilandelwa yizikhungo zedatha," kubika yena. "Ukukhula okubalulekile konyaka nonyaka e-capex ezindaweni zakamuva kukhombisa ukuzethemba kwethu emathubeni ahlinzekwa yi-AI kulo lonke ibhizinisi lethu."

Ukuhlola izindleko zomdlandla we-Google we-AI kubukeka kunzima kakhulu ukuya phambili, nokho, ngenxa yezinguquko zenhlangano ezisusa ukubalwa kwezimali kwe-AI kusuka ku-Google kuya ku-Alphabet. "Amaqembu okuthuthukisa imodeli ye-AI phambilini ngaphansi koCwaningo lwe-Google engxenyeni yethu Yezinkonzo ze-Google azofakwa njengengxenye ye-Google DeepMind, kubikwe ngaphakathi kwemisebenzi yezinga le-Alphabet, okungenzeka iqale ngekota yesibili ka-2024," kusho i-Chocolate Factory ekukhishweni kwayo kwezinzuzo.

I-Microsoft, okwamanje, embule imali engenayo engu-$61.9 webhiliyoni, ikhuphuke ngamaphesenti angu-17 unyaka nonyaka engxenyeni yesithathu ye-FY yayo ka-2024. Isamba semali engenayo sasingu-$21.9 webhiliyoni, sikhuphuke ngamaphesenti angu-20, nenzuzo encishisiwe ngesabelo ngasinye sika-$2.94.

Amaqembu ebhizinisi eMicrosoft enze kanje:

• Izinqubo Zokukhiqiza Nebhizinisi: Imali engenayo engu-$19.6 billion, ikhuphuke ngamaphesenti angu-12
• Ifu Elihlakaniphile: $26.7 billion, lenyuke ngamaphesenti angama-21
• I-Computing yomuntu siqu eyengeziwe: $ 15.6 billion, phezulu ngamaphesenti angu-17

Okuwukuphela kwesinyathelo esingalungile esibalulekile engxenyeni eqine kakhulu sivela ekuthengisweni kwedivayisi eqenjini le-More Personal Computing, elenze imali engenayo yehla ngamaphesenti angu-17. Inzuzo yokuqukethwe kwe-Xbox nezinsizakalo zeqe ngamaphesenti angama-62, ikakhulukazi ngenxa yokutholwa kwe-Microsoft kwe-Activision Blizzard.

I-Microsoft EVP kanye ne-CFO Amy Hood batshele abatshalizimali ukuthi balindele ukwanda kwezindleko zemali ukuze basekele iminikelo yamafu ne-AI. Lesi sibikezelo sifakwe enkampanini ukufakwa kwezimali.

"Silindele ukuthi izindleko ezinkulu zikhuphuke eminyakeni ezayo ukusekela ukukhula kweminikelo yethu yamafu kanye nokutshalwa kwezimali kwethu engqalasizinda ye-AI nokuqeqeshwa."

Ngesikhathi socingo lwenkomfa yemali etholwa yiMicrosoft, uKeith Weiss kaMorgan Stanley wafuna imininingwane eyengeziwe mayelana nokutshalwa kwezimali kweMicrosoft ku-AI, ephawula ukuthi iRedmond isendleleni yokukhulisa i-capex yayo ngaphezu kwamaphesenti angama-50 unyaka nonyaka iye ku- $ 50 billion, phakathi inkulumo yokusebenzisa ama-dollar ayizigidi eziyizinkulungwane ezingama-100 kukhompyutha enkulu ye-AI.

“Ngakho-ke kusobala ukuthi ukutshalwa kwezimali kuza kahle ngaphambi kokuba kufakwe imali, kodwa ebenginethemba lokuthi ningasinikeza umbala wokuthi nina njengethimba labaphathi nizama kanjani ukulinganisa amathuba akhona adala lokhu kutshalwa kwezimali ngoba akhula kakhulu. ,” kusho u-Weiss.

U-CEO uSatya Nadella uphendule ngokuthi ngasohlangothini lokuqeqeshwa, iMicrosoft ifuna "ukwazi ukwaba imali edingekayo ukuze kuqeqeshwe lezi zinhlobo zesisekelo ezinkulu futhi ihlale esikhundleni sobuholi lapho."

I-Microsoft CFO Hood yengeze ngokuthi kubalulekile ukucabangela lokho kuchitha imali okukhulu okungaphezu komthelela wekota futhi esikhundleni salokho ucabange ngokubamba ithuba le-AI elithinta yonke inqubo yebhizinisi.

“Ithuba limelwe inani lenani esilengezayo, futhi ngibheke ngabomvu ukukwazi ukuqhubeka nokuletha lokho,” kusho uHood.

Uma sibeka enye indlela, ithuba lincike ekutheni bangaki abantu abazokhokhela izinsiza ezithuthukisiwe ze-AI.

Ukusabela kwemakethe ku-Alphabet kanye ne-Microsoft kuhluke kakhulu ku- ukushaya Isitoko seMeta sithathe kulandela umbiko wemali etholwayo ngoLwesithathu. Izindleko ezinkulu zekhephithali, ngokwengxenye ngenxa yezindleko zengqalasizinda ye-AI, kanye namaholo abuthaka angabonanga ukuphakama okuvela ku-AI kwabona abatshalizimali bethumela inani lamasheya le-Meta lehle cishe ngamaphesenti ayishumi. ®

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• Source: https://go.theregister.com/feed/www.theregister.com/2024/04/26/alphabet_microsoft_quarterly_results/