Sou Hu Cai Jing·2025-11-20 01:48Core Insights - Microsoft CEO Satya Nadella believes that the era of generative AI necessitates a complete transformation of the company's business model, prompting him to enlist Rolf Harms, a key executive from the cloud business transformation 15 years ago [1][4] Group 1: Leadership and Strategy - Rolf Harms has been appointed as an AI economics advisor to assist in advancing Microsoft's large-scale transformation plan [4] - Nadella emphasized the need for Microsoft to rapidly reassess the economic logic of the AI era, similar to the past cloud business transformation [5] Group 2: Historical Context and Comparisons - The current situation in the AI industry mirrors the early days of cloud computing, where significant investments in data centers raised questions about return on investment and customer adoption [5][6] - Harms' 2010 white paper on cloud computing economics was pivotal in reshaping Microsoft's approach to its business model, demonstrating cost savings through large-scale cloud services [5][6] Group 3: Future Directions - Harms' responsibilities will expand beyond AI infrastructure to provide insights on how existing business categories will transform and how new business categories will emerge under Microsoft's new strategy [6]