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On the 21st local time, Microsoft will hold its annual developer conference. Microsoft is expected to announce plans for how AI will be embedded in PCs. In addition, the industry is also paying attention to the follow-up turmoil of OpenAI's recent resignation of important internal personnel. It is reported that there are disagreements within OpenAI on the concept of safe development of artificial intelligence.
CNBC Jiang Yu: One of Microsoft's big advantages over other tech giants is the Windows computer operating system, which makes Microsoft have a large personal computer (PC) user base. Microsoft is expected to reveal more about how AI is embedded in Windows systems, as well as plans for AI PCs at this week's conference.
At present, Microsoft has embedded the AI chat assistant Copilot in its search engine and Office office software, and even added the Copilot button on the PC keyboard. So far this year, Microsoft has been aggressively marketing its AI-powered office software features to enterprise users, but according to CNBC interviews, the results may be mixed.
The good news is that almost all respondents said they like the AI assistant's ability to manage meetings and organize emails, including the ability to generate transcripts and summaries of meetings in a timely manner and sort out missing emails.
But price is a big concern for executives. Microsoft's AI-powered office software currently costs $30 per user per month, so most companies surveyed said they weren't ready to deploy Copilot at scale because the current fees were too high.
Last week, OpenAI and Google both announced AI-related developments, and now investors are also paying close attention to the dynamics of Microsoft and Apple.
Dan Ives, analyst at Wedbush Securities: It's a battle between developers, and there's a fierce competition between OpenAI, Microsoft, Google, and Apple. The situation now is more like 1995, when the Internet was just starting out, than in 1999, when the dot-com bubble was in full swing, and the Fourth Industrial Revolution was unfolding.
While the AI race is hot, concerns about the risks of AI have once again come into view. Recently, people familiar with the matter told CNBC that OpenAI has fired an internal working group that assesses the long-term risks of AI, called AI Super Alignment. The working group has only been in existence for a year, and the incident has also brought to light more details about the departure of two key figures at OpenAI last week.
Jane Lake, the former head of security at OpenAI, said on social platforms that there have been disagreements with OpenAI's management over the company's priorities for some time. He believes that making machines smarter than humans is a dangerous undertaking in itself, and that companies should devote more resources to things like safety, monitoring, and social impact, but in the last few years a safety culture has given way to new products.
This week, investors are also paying close attention to the latest earnings report of AI chip leader Nvidia, which will be released on Wednesday local time. Nvidia's revenue is widely expected to reach nearly $25 billion, more than tripling year-on-year.
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Editor: Wang Yifan