Microsoft(US:MSFT) 量子位·2025-12-09 10:44Core Viewpoint - Microsoft's AI products are facing significant challenges in the market, leading to a reduction in sales targets and a loss of user interest due to poor product performance [2][13][38]. Group 1: Sales Performance - Microsoft has lowered its sales KPIs for various AI product departments, particularly for Azure AI, indicating a serious decline in product demand [7][10]. - A specific Azure sales team aimed for a 50% growth in sales for the Foundry platform but only achieved less than 20%, prompting a revised target of 25% [9][10]. - Another Azure department also revised its sales target from doubling to a 50% increase, reflecting widespread sales struggles across Microsoft's AI offerings [11][13]. Group 2: Strategic Issues - Microsoft's AI products have failed to successfully meet user needs, leading to a lack of engagement with integrated AI features in Windows and other applications [15][22]. - The company's strategy has been criticized for prioritizing low-cost, low-performance products, which has resulted in a weak market response [25]. - Microsoft's reliance on OpenAI for technology and support has become a liability, especially as OpenAI faces its own challenges with the emergence of competitors like Gemini [26][27][31]. Group 3: Competitive Landscape - Google's AI products, particularly the Gemini model, are gaining traction and are expected to surpass Microsoft's Copilot in market position [34][35]. - Google has established a stronger product ecosystem, allowing for quicker adoption of its AI innovations compared to Microsoft's offerings [37]. - Despite the downturn in AI product sales, Microsoft's overall AI business remains on a growth trajectory, primarily driven by its partnership with OpenAI, which is projected to generate approximately $15 billion from cloud services [39][40].