微软或重启招聘

Core Insights - Microsoft CEO Satya Nadella indicated that the company may restart hiring within a year, contingent on existing employees learning to collaborate with artificial intelligence (AI) [2] - The transformation process involves "forgetting" outdated habits and "relearning" new skills to work effectively with AI tools [2] - Microsoft has made significant layoffs recently, cutting over 7% of its global workforce, while simultaneously investing heavily in AI [3][4] Group 1: Hiring and Workforce Transformation - Microsoft plans to focus on a complete overhaul of existing employee work methods before considering new hires [2] - Employees are expected to learn how to give precise instructions to AI and optimize AI outputs, shifting their focus to strategic decision-making and complex problem-solving [2] - The timeline for this transformation is estimated to take about a year, after which hiring can resume based on team needs [2] Group 2: Layoffs and Financial Performance - Microsoft has conducted multiple rounds of layoffs, including approximately 9,000 employees in July, affecting nearly 4% of its global workforce [3] - Cumulatively, Microsoft has reduced its workforce by over 7% since the beginning of the year, bringing the total employee count down to 219,000 [3] - Despite the layoffs, Microsoft continues to emphasize the importance of AI, with significant investments in the sector, including $13 billion in OpenAI since 2019 [4] Group 3: AI Investments and Market Response - Microsoft's net profit for the first quarter of fiscal year 2026 increased by 12% to $27.7 billion, with OpenAI investments contributing $3.086 billion to net profit, a 4.9-fold increase year-over-year [4] - The company secured a substantial Azure services contract valued at $250 billion following OpenAI's capital restructuring, solidifying its position as a major stakeholder [4] - Despite strong financial results, Microsoft's stock price fell, leading to a market capitalization drop of over $200 billion, with shares closing at $571.81, dropping out of the "4 trillion club" [4]