裁员9000人，互联网龙头也扛不住了

Core Viewpoint - Microsoft is facing significant challenges with its Windows operating system, leading to a substantial user loss and a shift towards AI investments, while a new competitor, HarmonyOS, is emerging in the market [2][3][20]. Group 1: Microsoft and Windows Challenges - Windows has lost 400 million users over the past three years, representing a decline of over 30% [3]. - The operating system has been criticized for various issues, including a chaotic interface, high memory usage, and forced updates that can lead to system failures [2][3]. - Microsoft is undergoing massive layoffs, with approximately 9,000 employees affected, marking its largest round of layoffs in recent months [9][10]. Group 2: AI Investment and Workforce Changes - Microsoft plans to invest $80 billion in AI infrastructure by the 2025 fiscal year, with 20% to 30% of its code now generated by AI [14][12]. - The company is restructuring its workforce to align with AI advancements, indicating a shift in human resource needs due to AI's impact on job functions [12][13]. - Other tech giants like Google, Meta, and Amazon are also reducing their workforce while focusing on AI, with a cumulative layoff of over 100,000 employees in the past two years [18][19]. Group 3: Emergence of HarmonyOS - HarmonyOS, developed by Huawei, is gaining traction as a new operating system, having surpassed 1 billion users across smartphones and IoT devices [22]. - The system has evolved to no longer rely on Unix or Linux, marking a significant shift in its architecture [22]. - HarmonyOS is seen as a potential disruptor in the PC market, with its recent launch of Harmony computers aiming to redefine personal computing [25][26]. Group 4: Market Dynamics and Future Outlook - Windows' market share in the PC sector has fallen below 90%, with a notable decline in active devices running the OS [20]. - The rise of HarmonyOS and other competitors poses a significant threat to Microsoft's dominance in the operating system market [20][26]. - The ongoing evolution of HarmonyOS reflects a broader trend of domestic operating systems gaining independence and strength in the tech landscape [26].