Core Insights - Both Microsoft and Google are focusing on AI at their respective conferences, with Microsoft emphasizing the development of an open agent network and Google showcasing its Gemini AI operating system [1][8] - Microsoft aims to attract B2B developers by providing a robust agent infrastructure, while Google targets C-end users with innovative AI applications [12][8] Microsoft Focus - Microsoft presented a more mature agent infrastructure at Build 2025, aiming to create an Open Agentic Web for collaboration across various business processes [1][3] - The company is targeting B2B enterprises and developers, offering a range of tools including Windows AI Foundry and Azure AI Foundry to facilitate AI model development [4][5] - Microsoft has reported that 15 million developers are using GitHub Copilot, which enhances coding efficiency and is now capable of bug fixing and code maintenance [5][6] - The introduction of the Model Context Protocol (MCP) aims to create an open agent network, allowing for complex task execution and integration with various applications [6][7] Google Focus - Google is focusing on enhancing C-end user experiences with AI, showcasing advancements in its Gemini model and various AI applications across its product ecosystem [8][9] - The launch of Gemini 2.5 Pro positions Google as a strong competitor in the large model market, with new capabilities in video and image processing models [8][9] - Google plans to integrate Gemini's capabilities into its core products, including AI-enhanced search and Chrome browser functionalities, aiming to improve user interaction with AI [9][10] Domestic Market Observations - Domestic giants like Alibaba, Tencent, and ByteDance are actively pursuing AI strategies but lack a clear guiding framework similar to Microsoft and Google [2][12] - Alibaba is leveraging its strengths in large models and cloud services for B2B applications, while Tencent is focusing on C-end product innovation [12][13] - ByteDance is exploring AI hardware and multi-modal capabilities but faces challenges in transitioning its C-end offerings to the AI era [13][12]

【环球网财经综合报道】美东时间5月19日周一，微软年度开发者大会Build会议拉开帷幕。会上，微软正以前所未有速度将Windows转变为AI 智能体核心平台，通过原生支持MCP协议及推出Windows AI Foundry，为AI智能体自动化未来铺路。 微软构想未来全球用户将借助AI代理完成从编码到操作系统等各类任务，期望打造"开放代理网络"，让AI代理为个人或组织决策并执行任务。 AI代理作为科技领域大趋势，是半自主或全自主AI软件，能执行特定任务，部分还可相互通信形成更复杂任务的代理网络。 微软云和AI执行副总裁斯科特・古思里称AI发展加速，人们正从概念验证转向可行解决方案，预计势头将持续，微软目标是让企业等跟上新 技术步伐。据悉，约23万家组织已用Copilot Studio开发自定义AI代理，微软预计到2028年企业将推出13亿个代理。 周一大会上，微软展示多款AI代理应用，如Microsoft 365 Agents Toolkit、GitHub Copilot编码代理及AI代理连接Windows原生应用功能。办公 用品品牌母公司ODP Corporation正利用微软技术改善客户拓展，其CTO称团队 ...