Sou Hu Cai Jing·2025-11-20 03:38Core Insights - Microsoft CEO Satya Nadella announced a significant strategic shift to reshape the company's business model around generative AI, appointing Rolf Harms as the economic advisor for AI to lead this transformation [1][3] Group 1: Strategic Shift - The internal memo from Nadella highlights the need for a strategic reboot similar to the transformation experienced during the rise of Microsoft's cloud business [3] - Harms, a key figure in the cloud business transition, will collaborate closely with Nadella and other executives to focus on the economic logic restructuring in the AI era [3] Group 2: Responsibilities and Focus Areas - Harms' responsibilities will encompass infrastructure, platform technology, and applications, aiming to create a new AI factory and a comprehensive Copilot and intelligent agent system [3] - The initiative will also clarify the transformation paths for existing businesses and the cultivation directions for new ventures [3] Group 3: Market Context - The AI industry is currently facing challenges related to rising infrastructure investments and debates over return on investment [3] - Microsoft has recently intensified its AI investments through substantial partnerships with OpenAI and Anthropic, indicating a renewed commitment to the AI sector [3]