以下文章来源于硬AI ，作者硬ai 硬AI . AI时代，快人一步~ 来源 | 硬AI 一边是AI工具年省5亿美元成本、销售效率跃升9%，一边是史上最大规模裁员与800亿美元AI基 建投入——科技巨头微软正深陷增效与资本压力的双重漩涡。 据彭博7月10日援引知情人士消息，本周，微软首席商务官Judson Althoff在内部演讲中透露， 2024年， AI工具在微软客服中心实现超5亿美元成本节约，同时提升了员工与客户的满意度。 Althoff强调，通过使用微软的Copilot AI助手，每位销售人员都能找到更多潜在客户、更快完成 交易，并实现9%的营收增长。 AI技术渗透更延伸至工程领域。Althoff夫透露，微软新产品中35%的代码由AI生成，显著缩短研 发周期。公司旗下GitHub Copilot已成为AI编程工具市场的领导者，截至4月用户数达到1500 万。 同时，Althoff称，AI在小客户交互领域的试水虽处早期阶段，但已创收"数千万美元"。微软还正 大力推进AI在销售、客服和软件工程等各个领域的应用。 与AI捷报并行的，是微软2025年累计1.5万人的裁员——创公司历史记录。今年7月，微软针对销 ...

Core Insights - Microsoft is experiencing a dual challenge of cost reduction and capital pressure amid its AI transformation, with significant cost savings and revenue growth reported alongside record layoffs and increased infrastructure investment [2][4]. Group 1: AI Cost Savings and Revenue Growth - Microsoft achieved over $500 million in cost savings in its customer service centers through AI tools, while sales personnel using Copilot saw a 9% increase in revenue [2][4]. - AI technology is also impacting engineering, with 35% of the code for new products generated by AI, significantly shortening development cycles [2][4]. - The GitHub Copilot has become a leader in the AI programming tool market, reaching 15 million users by April [2]. Group 2: Layoffs and Capital Expenditure - Microsoft is set to lay off a total of 15,000 employees by 2025, marking the largest layoffs in the company's history, with 9,000 sales positions cut in July [4]. - The backdrop of these layoffs is a surge in AI infrastructure investment, with capital expenditures expected to reach $80 billion over the 12 months ending in June, a 43% increase from the previous year's $56 billion [4]. Group 3: Sales Team Restructuring and AI Adoption - Despite the layoffs, the sales department has shown strong performance, with Azure cloud services and AI Copilot product sales exceeding quarterly targets [5]. - Microsoft is restructuring its sales team to streamline the "solution areas" from six to three, focusing on promoting AI products more effectively [5]. Group 4: Employee Engagement with AI Tools - Microsoft management is actively promoting the use of AI tools among remaining employees, incorporating AI usage into performance evaluations and hosting competitions to encourage productivity improvements [7]. - The emphasis on AI skills is seen as a critical opportunity for employees to invest in their own capabilities, with internal tracking of AI-generated code being implemented [7].

一边是AI工具年省5亿美元成本、销售效率跃升9%，一边是史上最大规模裁员与800亿美元AI基建投入 ——科技巨头微软正深陷增效与资本压力的双重漩涡。 据彭博7月10日援引知情人士消息，本周，微软首席商务官Judson Althoff在内部演讲中透露，2024年， AI工具在微软客服中心实现超5亿美元成本节约，同时提升了员工与客户的满意度。Althoff强调，通过 使用微软的Copilot AI助手，每位销售人员都能找到更多潜在客户、更快完成交易，并实现9%的营收增 长。 留任者的AI生存法则 对于留任员工，微软管理层正强力推动AI工具普及。据The Information报道，三名销售员工证实，部分 经理已将AI使用率纳入绩效考核，在过去一个月的绩效评估中表彰使用AI工具的员工。 一些销售经理还举办AI使用竞赛，鼓励员工展示提高生产力的新方法，获胜者可获得50美元礼品卡。 Walter在会议上敦促员工："我们都需要使用AI工具，这是投资自己AI技能的绝佳机会。" 同时，Althoff称，AI在小客户交互领域的试水虽处早期阶段，但已创收"数千万美元"。微软还正大力推 进AI在销售、客服和软件工程等各个领域的应用 ...

Core Viewpoint - Nvidia and Microsoft are both approaching a $4 trillion market valuation, but they represent fundamentally different AI investment logics: Nvidia focuses on direct bets on core infrastructure, while Microsoft emphasizes long-term belief in the proliferation of application ecosystems [2][4]. Group 1: Nvidia's Position - Nvidia's value surge is attributed to its unique position in the AI value chain, acting as a "supplier" where any company looking to enter the AI field must first procure its chips, leading to explosive growth with annual sales increasing over tenfold in the past three years [4][9]. - Analysts predict Nvidia's average annual growth rate will remain at 32% over the next three years, although its growth is contingent on the demand from its largest customers and the potential emergence of disruptive technologies [9][10]. Group 2: Microsoft's Strategy - Microsoft plays the role of a "service provider," betting on deeply integrating AI technology into its extensive product matrix, such as Azure cloud services and Office software, and convincing users to pay a premium for these AI-enhanced services [4][5]. - Microsoft's market capitalization increased by $1 trillion in less than three months, but achieving a $4 trillion valuation would result in the highest expected earnings multiple in over 20 years, indicating that the market has high expectations for its future performance [2][6]. Group 3: Challenges Facing Microsoft - Microsoft faces significant challenges, including a potential rift with early partner OpenAI, which may restructure their relationship as OpenAI seeks to become a standard profit-driven company [7]. - The company is also struggling to reduce its dependency on Nvidia, encountering difficulties in developing its own AI chips, while undergoing large-scale internal restructuring, including layoffs aimed at increasing efficiency and investment in AI [7][8]. - Financially, AI's contribution to Microsoft remains limited, with AI services in the Azure cloud generating approximately $11.5 billion, which is only about 4% of total sales, providing some downside protection [9].

而微软则扮演着"服务商"的角色。它的赌注在于，将AI技术深度融入其庞大的产品矩阵（如Azure云服 务、Office办公软件等），并说服用户为此付费。要实现这一目标，AI必须成为像几十年前的Windows 操作系统或Word软件一样，彻底改变企业运作和日常生活的颠覆性工具。许多人认为这只是时间问 题，但"何时"实现，对于支撑微软当前的高昂估值至关重要。 微软的烦恼：高估值下的内部挑战 在人工智能革命的推动下，微软与英伟达正双双冲向4万亿美元市值的巅峰，有望组成股票市场上最顶 级的俱乐部。 然而，尽管目标一致，两家巨头所代表的AI投资逻辑却截然不同——一个是对核心基础设施的直接押 注，另一个则是对应用生态普及的长期信念。 英伟达的价值飙升，源于其在AI价值链中的独特地位。作为AI"军备竞赛"的"军火商"，任何希望涉足AI 领域的公司都必须首先采购其芯片，这使得英伟达的增长故事简单而直接。 相比之下，微软的路径更为复杂，其AI业务的回报也显得更为"模糊"。作为一家年收入远超英伟达的庞 大企业，微软的成功最终取决于是否有足够多的企业和消费者愿意为其AI增强服务支付溢价。 对微软而言，微软在不到三个月内市值增长了1万 ...

来源：环球网 【环球网科技综合报道】据外媒7月4日报道，微软本周宣布启动大规模裁员计划，全球范围内将削减 9000个岗位，其中位于其总部所在地华盛顿州的830名员工率先受到影响。此次裁员涉及游戏设计、音 频工程、硬件研发等多个部门，折射出这家科技巨头在业务调整与成本管控中的深层考量。 外媒指出， 尽管微软2025年第一季度财报显示整体收入增长13%，但Xbox内容与服务收入仅增长8%，显著低于公 司平均水平。分析指出，游戏业务增速放缓或成为此次裁员的重要导火索。与此同时，作为微软核心增 长引擎的Azure云服务，其收入虽保持增长，但增速较往年已现颓势。 微软在公告中强调，裁员旨在 该公司 CEO萨蒂亚·纳德拉近年推动的 " 技术赋能 " 战略一脉相承。然而，公司尚未公布具体的技术转型路线图，裁员是否真能推动效率提升仍存疑问。 " 消除冗余，鼓励员工采用新技术 " 。这一表述与 " ，未对具体调整计划作出说明。 据媒体报道，这并非微软今年首次大规模裁员。早在今年5月，微软就已宣布在全球范围内裁员约6000 人，约占其员工总数的3%。根据微软向华盛顿州就业官员提交的通知，6月该公司还在华盛顿州雷德蒙 德总部裁员3 ...

微软的裁员行动并非孤例，反映了美国科技行业整体收缩的趋势。2025年以来，AutoDesk、Chegg、 CrowdStrike等软件企业也纷纷采取类似措施。谷歌裁撤智能电视部门约25%员工，并削减预算10%；亚 马逊在设备与服务部门裁员约100人；Meta则在Reality Labs部门裁员超100人，均旨在整合资源、提升 效率。 人力资源服务公司ADP当天早些时候公布的数据显示，美国私营部门6月就业岗位减少了3.3万个，远低 于市场预期的10万个新增岗位，这进一步引发了市场对就业市场复苏持续性的担忧。Wedbush证券分析 值得注意的是，裁员并非微软首次进行大规模人事调整。2014年，为整合收购自诺基亚的业务，微软曾 一次性裁撤1.8万个岗位，创下公司史上规模最大的裁员纪录。2023年初，微软也曾裁员1万人，当时就 引发了市场对于科技公司"过度扩张后缩表"的广泛讨论。 尽管人事架构持续调整，微软的财务表现依然亮眼。2025财年第三财季（截至3月）财报显示，公司营 收达700亿美元，净利润近260亿美元，远超华尔街预期，稳居标普500指数中最赚钱的企业之列。公司 预计6月季度营收将同比增长约14%，主要得益 ...

智通财经APP获悉，欧洲企业正面临一个始料未及的棘手难题：如同长期依赖美国军事力量一样，它们 的数字化命脉如今系于美国云计算巨头。那些用于存储数据和运行关键软件的服务器与数据中心网络， 几乎被亚马逊(AMZN.US)、微软(MSFT.US)和谷歌(GOOGL.US)这三家被称为"超大规模云服务商"的美 国企业牢牢掌控。 对企业CEO乃至政府而言，这种依赖正变得日益危险。特朗普政府与欧洲关系微妙，而美国法律允许华 盛顿在特定情况下获取存储在超大规模云服务商中的外国数据。但残酷的现实是：挣脱这种依赖谈何容 易。 根据意大利前总理马里奥·德拉吉关于欧盟竞争力的一份报告，亚马逊(AMZN.O)、微软(MSFT.O)和 Alphabet旗下谷歌(GOOGL.US)占据了欧盟云计算市场约三分之二的份额。这很大程度上源于这些万亿 市值科技巨头有能力斥巨资建设海量数据中心，从而提供可靠且价格相对低廉的服务。 原因显而易见：美国政府理论上可通过两条法律途径获取超大规模云服务商存储的欧洲数据。法院可向 云服务商发出命令，要求其移交客户数据以协助刑事调查;此外，《外国情报监视法》(FISA)第702条赋 予美国国家安全局通过特别法 ...

Core Viewpoint - The partnership between OpenAI and Microsoft is facing unprecedented challenges as they negotiate the definition of "Artificial General Intelligence" (AGI), which involves significant commercial interests and control over AI technology [1][3]. Group 1: Investment and Agreements - Microsoft invested $1 billion in OpenAI in 2019, followed by an additional $13 billion in subsequent agreements, which included terms that allow OpenAI to restrict Microsoft's access to future technologies once AGI is achieved [3]. - The agreements aim to ensure OpenAI's technological independence and prevent monopolization by a single commercial entity [3]. Group 2: Definition and Standards of AGI - There is currently no clear technical definition of AGI, but it is generally believed to require cross-domain generality, autonomous evolution, consciousness, and self-awareness [3]. - OpenAI favors a "functionalism" definition based on the system's actual capabilities, while Microsoft advocates for a "gradual assessment" approach to avoid premature triggering of technology restriction clauses [3][4]. Group 3: Implications for Microsoft - Microsoft's reliance on OpenAI's technology is deeply integrated into its core business, with Azure providing computational support and OpenAI's API embedded in tools like Microsoft Copilot and GitHub Copilot [4]. - If OpenAI restricts technology sharing upon achieving AGI, Microsoft could face technological obsolescence, strategic disadvantages, and financial losses [4]. Group 4: Negotiation Stalemate - Negotiations between OpenAI and Microsoft have reached an impasse, with Microsoft proposing to transfer AGI determination rights to a third-party organization, which OpenAI has rejected due to concerns over compromising technical confidentiality [4]. - OpenAI is forming an independent committee with academic and ethical experts to establish AGI determination standards and plans to release a technical white paper by 2026 [4].

新近消息显示，OpenAI一边向大"金主"微软的老对手谷歌伸出橄榄枝，一边积极地推动行业内卷，大 打价格战。 媒体援引消息人士称，谷歌云将为OpenAI提供新的算力，用于训练和运行AI模型。而众所周知， OpenAI的ChatGPT问世对谷歌的龙头业务搜索构成了多年来最严重的威胁。 这一合作凸显了AI行业的一个残酷事实：巨额的计算需求正在重塑竞争格局。本周一，OpenAI的发言 人透露，OpenAI的年度经常性收入（ARR）达到了100亿美元，较去年同期的55亿美元增长将近近翻 倍。但飞速增长的背后是对算力永不满足的渴求。 美东时间6月10日周二，OpenAI的CEO Sam Altman在社交媒体宣布，OpenAI旗下推理模型o3降价 80%，期待看到人们对此的反应，相信人们也会对o3 Pro的性能和定价感到满意。 此次大降价无疑是OpenAI在DeepSeek异军突起后进一步推动大模型"内卷"的又一步。 今年1月DeepSeek发布震撼全球的超高性价比开源模型后，OpenAI当月月末正式推出旗下成本效益最高 的推理模型o3-mini ，当时首次向免费用户开放推理模型，提出ChatGPT免费用户可以通过在消 ...