美国中西部电网运营商于本周二宣布，已与微软公司达成合作。这是大型科技企业通过协作保障人工智 能所需海量电力供应的又一最新案例。 在过去两年间，随着高耗能数据中心将美国电力需求推向历史新高，美国科技行业通过签订长期电力供 应协议、提供人工智能技术支持以实现电力供应最大化等方式，不断深化与电力行业的合作关系。 去年，谷歌就曾与美国最大的电网运营商——宾州-新泽西-马里兰互联电网公司（PJMInterconnection） 展开合作，利用人工智能技术加速新电源接入该区域电网的流程。 去年，谷歌就曾与美国最大的电网运营商——宾州-新泽西-马里兰互联电网公司（PJMInterconnection） 展开合作，利用人工智能技术加速新电源接入该区域电网的流程。 在此次最新合作中，微软技术将应用于中大陆独立系统运营商（MISO）所辖电网。该电网覆盖美国15 个州和加拿大曼尼托巴省，服务人口达4200万。 相关技术的应用范围包括：预测并应对由天气引发的电网故障、助力输电线路规划，以及加快部分电网 运营流程。 中大陆独立系统运营商副总裁兼首席信息与数字官尼拉夫·沙阿表示："当前，能源结构日益多元化、电 气化进程不断推进、电力需求 ...

微软大中华区董事长辟谣跳槽字节火山引擎 公开资料显示，侯阳拥有深厚的学术背景与丰富的行业经验。他毕业于北京大学物理学专业，获学士学位后赴美国密 歇根大学深造，取得电气工程博士学位。在加入微软前，侯阳曾在高通美国和中国公司任职八年有余，担任高通全球 高级副总裁；还曾在美国麦肯锡公司工作五年，主导技术事业部相关工作。2021年3月，侯阳正式加盟微软，出任全 球资深副总裁、大中华区董事长兼首席执行官，全面负责微软在大中华区的战略规划、销售运营及市场拓展，其任职 表现获得业界认可，微软亚洲区总裁AhmedMazhari曾评价他为"一位成功的创新变革型企业领袖"。 据悉，微软中国当前高层架构清晰，在侯阳的统筹下，业务板块分为两大主线，一条是由田灼带队的数字原生事业 部，主要服务TikTok、Temu等泛互领域大客户，另一条由原欣负责，涵盖EC企业商用事业部、PS政企部门、CSU客 据鞭牛士报道，1月5日，针对网络上流传的"微软全球资深副总裁、大中华区董事长兼首席执行官侯阳跳槽字节火山 引擎"的传闻，侯阳通过朋友圈正式发文辟谣，明确表示该消息不实，呼吁公众不信谣、不传谣。 侯阳在辟谣中提到，自己向来不会理会各类谣言，但此 ...

Core Viewpoint - Microsoft has completed the acquisition of Osmos, an AI data engineering platform aimed at simplifying complex data workflows, which will be integrated into the Microsoft Fabric platform [1]. Group 1: Acquisition Details - The financial specifics of the acquisition have not been disclosed [1]. - Osmos will be fully integrated into Microsoft Fabric, a cloud analytics platform that combines data integration, engineering, warehousing, and science into a unified solution [1]. Group 2: Strategic Implications - The acquisition signifies a step towards a future where autonomous AI agents collaborate with humans, helping businesses reduce operational costs and facilitating easier data connectivity, preparation, analysis, and sharing within organizations [1]. - The integration of Osmos is expected to enhance the data experience by making it simpler and more intuitive to meet AI demands [1]. Group 3: Leadership Insights - Bogdan Crivat, Vice President of Azure Data Analytics at Microsoft, emphasized the importance of the acquisition in achieving the vision of a more streamlined data experience [1]. - Kirat Pandya, CEO of Osmos, noted that the product is natively built on the Microsoft Fabric platform, ensuring a smooth transition for existing customers [1][2].

Group 1 - The 56th World Economic Forum (Davos Forum) is set to take place from January 19 to 23, focusing on the theme of "the spirit of dialogue" and addressing five key global challenges [6] - Major U.S. companies, including Microsoft and McKinsey, have signed on as sponsors for the "USA House" at the forum, contributing up to $1 million each [1] - The "USA House" will serve as a base for U.S. government officials during the forum, providing a platform for corporate branding in front of global decision-makers [1][6] Group 2 - This year marks the first in-person attendance of former President Trump at the Davos Forum since 2018, with specific conditions set by U.S. officials regarding discussion topics [3][4] - The "USA House" project is led by Richard Stromback, a notable figure in Davos known for organizing high-profile events [4] - The official website of "USA House" states that it is a private organization and does not represent the U.S. government [6][7]

责任编辑：丁文武 博世同时宣布，预计到下一个十年之初，其软件和服务销售额将超过60亿欧元，其中大部分将基于人工 智能（AI）。预计约三分之二的收入将来自移动出行业务领域。该公司预计，到2030年代中期，其软 件、传感器技术、高性能计算机和网络组件的销售额将翻一番，超过100亿欧元。博世在人工智能的应 用和开发方面预计到2027年底，将在该领域投资超过25亿欧元。 新浪科技讯 2026年1月5日，博世宣布将与微软携手拓展其"制造协同智能 "解决方案，探索利用智能体 人工智能革新生产方式的创新技术。两家公司将在拉斯维加斯签署一份谅解备忘录（MoU）。智能体 人工智能能够解读海量数据，做出高度自主的决策并执行任务，从而优化生产、维护和供应链。"它让 工厂流程更加智能化，"博世有限公司董事会成员Tanja Rueckert表示。此次合作旨在将博世在生产和工 业软件领域的深厚工业知识与微软领先的 IT 基础设施和软件技术相结合。两家公司的目标是利用人工 智能支持的解决方案，使现有生产流程更具可扩展性，从而不仅提高工厂效率，还能减轻员工的负担。 例如，通过及早发现生产流程中的偏差，可以最大限度地减少停机时间并降低生产成本 ...

【#微软大中华区董事长辟谣跳槽字节#】1月5日，有消息称微软全球资深副总裁，微软大中华区董事长 兼首席执行官侯阳，已跳槽去字节火山引擎团队。针对该传闻，侯阳通过朋友圈发文辟谣，明确表示传 闻不实。 他表示，"本来是从来不理会各种谣言的，但是今天有太多客户来关心，尤其是很多我们有很多合作的 客户来问，只能出此下策在朋友圈辟谣。"同时，侯阳呼吁大家不信谣不传谣。 据悉，侯阳毕业于北京大学物理学专业，获学士学位，后赴美国密歇根大学深造，取得电气工程博士学 位。在加入微软前，侯阳曾先后在高通美国和中国公司工作了八年有余，曾担任高通全球高级副总裁， 并且曾在美国麦肯锡公司任职五年，领导技术事业部的工作。2021年3月，侯阳正式加入微软，出任微 软全球资深副总裁、微软大中华区董事长兼首席执行官，全面负责微软在大中华区的战略规划、销售运 营及市场拓展工作。微软亚洲区总裁 Ahmed Mazhari当时评价侯阳为「一位成功的创新变革型企业领 袖。」 16 微软合力支持创新 Comprehensive strengths from One Microsoft to support innovatior 工業 教育 a be a ...

1月5日，针对网传"微软全球资深副总裁、微软大中华区董事长兼首席执行官侯阳已跳槽至字节跳动旗 下火山引擎团队"的消息，疑似侯阳通过朋友圈发文辟谣称传闻不实。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 文/新浪财经上海站 途景 其表示，原本不理会各类谣言，但当天有大量客户关心并询问相关情况，尤其是合作客户较多，因而选 择在朋友圈澄清，希望外界"不信谣、不传谣"。 新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同 其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。 责任编辑：常福强 ...

Core Insights - The AI industry is experiencing rapid growth, with a compound annual growth rate of 53%, and its applications span various sectors including finance, robotics, autonomous vehicles, healthcare, imaging, legal, energy systems, and education [1][12][37] - Major tech companies are gearing up for a competitive landscape in AI, indicating the onset of an AI ecosystem battle [1][12][39] Group 1: AI Ecosystem and Strategy - Establishing an AI ecosystem is crucial, and the development of effective strategies is a key focus for tech giants [3][14][39] - The AI field presents significant potential and challenges, making it difficult to decode the competitive strategies of major players [15][39] - Companies must have clear strategies to avoid failure in the AI ecosystem battle, which is a common challenge faced by IT giants and startups alike [15][39] Group 2: Microsoft's AI Development Plan - Microsoft has committed substantial resources to AI, with CEO Satya Nadella stating that AI is at the intersection of their ambitions [4][40] - The primary goal of Microsoft's AI strategy is to democratize AI, making it accessible to everyone and enhancing human-machine collaboration [5][29][41] - Microsoft has established a new department with over 5,000 computer scientists and engineers to implement a four-pronged approach to AI [6][31][42] Group 3: Four-Pronged Approach - The four directions of Microsoft's AI strategy include: - Agents: Developing intelligent assistants like Cortana to transform user interaction with computers [6][18][43] - Application Software: Infusing intelligence into applications across devices for seamless interaction [6][18][43] - Services: Providing AI technology to developers worldwide, focusing on cognitive capabilities [7][18][43] - Infrastructure: Utilizing Azure to create a powerful AI supercomputer, enhancing resource accessibility for businesses and individuals [7][19][44] Group 4: Conversational Platforms - Microsoft views "Conversations as a Platform" as a foundational element for future ecosystems, with chatbots being a significant focus [8][21][45] - The company is actively developing chatbots like Cortana and Xiaoice, which incorporate emotional computing frameworks [9][22][46] - Microsoft has acquired Wand Labs to enhance its chatbot and intelligent agent capabilities [9][22][46] Group 5: Collaboration and Competition - Major tech companies recognize the need for collaboration in addressing challenges such as security, legal, and privacy issues in AI [11][48] - Microsoft, along with other tech giants, has formed the Partnership on Artificial Intelligence to tackle these issues collectively [11][48] - Despite facing tough competition from mobile-first and cloud-first rivals, Microsoft is determined to seize opportunities in the AI market [11][49]

Core Insights - The debate surrounding AI as "garbage content" versus "high-end technology" is misdirected; the focus should be on how AI as a "cognitive amplifier" reshapes human understanding and thought processes [3] - Nadella defines 2026 as a watershed year for AI, marking the transition from an "exploration phase" to a "diffusion phase" in the industry [3] - The next stage of AI is not a competition among models from OpenAI, Google, or Anthropic, but a systemic challenge involving orchestration capabilities, safety, and social compliance [3] Industry Developments - Microsoft is embedding AI deeply into core products like Windows and Office, aiming for users to rely on AI as they do on Word and Excel [4] - Despite ambitious AI visions, many features remain conceptual, raising questions about Microsoft's execution capabilities [4] - The AI industry faces scrutiny regarding overhyped performance, sustainability of energy consumption, and the proliferation of low-quality generated content [4] Future Directions - Nadella emphasizes the importance of designing systems that create long-term societal value rather than merely addressing AI's shortcomings [4] - Microsoft has invested hundreds of billions in AI infrastructure and partnerships, but technical advantages alone are insufficient for success [4] - The historical context of computing has always been about empowering individuals and organizations, and AI must follow this path to become a significant computing wave [4] Ongoing Engagement - Nadella hints at continuing to update his blog with personal reflections on how Microsoft and the industry are transforming ambitious AI goals into clearer, commercially viable realities [5]

Core Viewpoint - Microsoft has quietly discontinued the phone activation method for Windows, which has been a crucial offline activation option for many users, especially in secure environments where internet access is restricted [1][3][6]. Group 1: Activation Methods - Microsoft has traditionally offered two activation methods: online activation via the internet and phone activation for offline scenarios [3]. - Phone activation has been a reliable method since the Windows XP era, essential for organizations that cannot connect to the internet [3][10]. - The removal of the phone activation option effectively eliminates the last remaining offline activation method, following the previous removal of unofficial KMS activation [3][6]. Group 2: User Experience and Reactions - Users have reported that when attempting to use phone activation, they receive an automated message directing them to activate online instead [6]. - Despite the automated response, Microsoft's official support documentation still claims that phone activation is available, creating confusion among users [4][6]. - The discontinuation of phone activation has led to significant backlash from users, who feel that Microsoft is increasingly making the Windows operating system reliant on online services, detracting from its functionality as a local operating system [7][8]. Group 3: Impact on Specific Environments - The removal of phone activation poses a structural challenge for environments such as government units, industrial control systems, and other secure networks that cannot connect to the internet [10]. - These environments previously relied on a specific activation process that is now rendered obsolete, leading to operational difficulties [7][10].