Juan Lizarraga Cubillos
整体来看，微软Azure在微软与OpenAI的合作中仍占据着关键地位，且其仍是OpenAI API的独家云服务提供商。然而，由于微软失去了作为OpenAI计算服务提供商的优先购买权，后期OpenAI必然会将部分云计算需求转移至其他服务商。如此一来，亚马逊、谷歌就获得了在AI大模型和相关生态追赶微软Azure的机会。显然，这一问题要远比Azure营收增速的放缓更为严重，这也是微软股价遭遇重挫的一个深层次原因。
，这一点在旺商聊官方下载中也有详细论述
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