На фоне рекордных расходов на искусственный интеллект Microsoft может показать худший квартальный результат со времён финансового кризиса 2008 года, если продолжит тратить деньги на ИИ без ожидаемой рынком отдачи. Об этом сообщил портал Windows Central со ссылкой на Bloomberg.

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В первом квартале 2026 финансового года акции Microsoft снизились в цене на 25 %, что приблизило компанию к самому резкому квартальному падению с конца 2008 года, когда снижение составило 27 %. При этом Microsoft не отказывается от выбранного курса и, наоборот, намерена увеличить вложения. В частности, в 2026 году планируется инвестировать около $146 млрд в инфраструктуру, тогда как годом ранее этот показатель составлял $88 млрд.
Ранее компания опубликовала отчёт за второй квартал 2026 финансового года, сообщив о выручке в $81,3 млрд (рост на 17 % по сравнению с аналогичным периодом прошлого года), а также об операционной прибыли в $38,3 млрд, (рост на 21 % по сравнению с тем же периодом 2025 года). Однако, несмотря на эти уверенные показатели, инвесторы выражают обеспокоенность ростом расходов на дата-центры и ИИ-инфраструктуру.
Генеральный директор Microsoft Сатья Наделла (Satya Nadella) также сообщил о значительном росте аудитории Copilot, отметив, что ежедневная пользовательская база увеличилась почти в три раза по сравнению с прошлым годом. Однако ключевая проблема, как отмечает в своём материале Windows Central, заключается в низкой конверсии, так как только 3,3 % пользователей Microsoft 365 и Office 365, которые взаимодействуют с Copilot, оплачивают сервис.
Инвесторы также обеспокоены возможным изменением рыночной конъюнктуры из-за того, что, например, OpenAI и Anthropic, уже разрабатывают ИИ-агентов, способных в перспективе вытеснить традиционные офисные пакеты. Представитель крупной британской компании по управлению активами Janus Henderson Джонатан Кофски (Jonathan Cofsky) предположил, что вместо покупки продуктов Microsoft клиенты могут начать напрямую обращаться к поставщикам сервисов искусственного интеллекта.
На Уолл-стрит, однако, сохраняется и долгосрочный оптимизм. Портфельный менеджер Allspring Global Investments Джейк Зельтц (Jake Seltz) заявил, что текущие опасения по поводу ИИ-стратегии Microsoft создают инвестиционную возможность, особенно для тех, кто готов проявить терпение, поскольку фундаментальная ценность компании остаётся высокой, а текущая коррекция «создаёт возможности для инвесторов, готовых проявить терпение».
Ранее Наделла подчеркнул, что искусственный интеллект должен доказать свою полезность в реальном мире, иначе отрасль рискует потерять общественное доверие и разрешение на использование значительных объёмов электроэнергии.
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