AI 與就業

#q3-fy26 · AI 如何重塑工作

追蹤 AI 如何重塑職位、部門和產業——每天更新。

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微軟Q3財報:營收增18%、AI年化收入衝370億美元、Copilot付費2000萬席。同一通電話裡,財務長告訴華爾街:人頭數還要繼續往下走 AI 與就業

微軟Q3財報:營收增18%、AI年化收入衝370億美元、Copilot付費2000萬席。同一通電話裡,財務長告訴華爾街:人頭數還要繼續往下走

微軟4月29日盤後公布2026財年Q3:營收828.9億美元(年增+18%),Azure年增+40%,AI業務年化營收衝370億美元(年增+123%),Copilot付費席位首次揭露2000萬席。前瞻指引把2026財年資本支出抬到1900億美元(年增+61%),財務長Amy Hood明白告訴市場——「人頭數預計年比繼續下滑」。上週公告的8750人自願離職方案,只是地板,不是天花板。

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