Microsoft(US:MSFT) 第一财经·2025-07-03 05:51Core Viewpoint - Microsoft has announced a new round of layoffs, cutting 9,000 jobs, which is nearly 4% of its total workforce, as part of ongoing organizational changes to improve efficiency in a dynamic market [1][5]. Group 1: Layoff Details - The recent layoffs come less than two months after a previous announcement in May, where Microsoft planned to cut 6,000 jobs, totaling 15,000 layoffs for the year [1]. - The layoffs will affect various levels, teams, and regions within the company, indicating a broad restructuring effort [1]. Group 2: AI Impact on Workforce - Microsoft CEO Satya Nadella stated that up to 30% of the company's code is now written by AI, reflecting a trend where AI is replacing certain jobs [2]. - Other tech leaders, such as Amazon's CEO Andy Jassy and Google's CEO Sundar Pichai, have echoed similar sentiments regarding AI's impact on workforce requirements [2]. Group 3: Financial Performance and AI Investment - Microsoft's revenue growth from Azure and other cloud services has slowed, with a drop from 50% growth in Q1 of FY2022 to 26% in Q4 of FY2023 [2]. - In FY2024 Q2, AI contributed to a 6% increase in Azure revenue, with AI services accounting for approximately 12 percentage points of growth in FY2025 Q1 [2]. - The company has significantly increased its capital expenditures for AI infrastructure, rising from $19 billion in FY2024 Q4 to $21.4 billion in FY2025 Q3 [3].