“We are in a techno-economic war with China,” Khosla, who founded both Sun Microsystems and Khosla Ventures, said to Fortune editor-in-chief Alyson Shontell on the “Titans and Disruptors of Industry” podcast. He admitted he “mostly” agreed with Trump’s approach to AI, even as he disagreed with most of the administration’s other policies. “We have to win that race,” he said in the interview.
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所幸的是，微软未履行合同余额还在不断攀升。数据显示，截至2026财年第二季度，微软未履行合同余额（RPO）达到6250亿美元，同比增长约110%，加权平均期限约为2.5年。其中约25%将在未来12个月内确认收入，同比增长39%。剩余部分将在十二个月后确认收入，同比增长15%。