2025年，硅谷的裁员风暴比往年更为凛冽。来自独立裁员跟踪网站Layoffs.fyi的数据显示，全球科技公司已裁员超12万人，而其中绝大多数 来自财务表现强劲、利润屡创新高的巨头。 微软全年累计裁员超过15000人，云服务商亚马逊在10月宣布将裁减1.4万个公司职位，曾经以稳定著称的苹果公司也加入了裁员行列。 但奇怪的是，这些公司并没有陷入困境。相反，它们的财报一片红火：微软Azure的AI业务年化收入已超130亿美元，同比增长近175%；亚 马逊AWS虽未单列生成式AI服务，但其相关需求强劲，推动Q3整体收入达330亿美元，同比增长20%。一边大规模裁员，一边业绩创新高， 这场冰与火的交织正在重塑我们对科技行业的理解。 那么，这一波裁员潮到底因何出现？大规模岗位变动背后又透露出怎样的关键信号？ 裁员冰封下,Al逆火燃烧 裁员这个词，在2022年之前，对硅谷的许多人而言是遥远的，属于传统行业的词汇。科技公司是增长的引擎，是永不裁员的代名词。然 而，从2022年底开始，Meta、谷歌、微软等巨头相继开启大规模裁员，人们开始意识到，科技行业也无法幸免于经济周期。 据独立追踪网站Layoffs.fyi的数据显示，截 ...

Core Viewpoint - Microsoft plans to invest over $15.2 billion (approximately 108.2 billion RMB) in the UAE from 2023 to 2029, focusing on artificial intelligence and cloud infrastructure development [1][4]. Investment Details - The investment will support the expansion of AI and digital infrastructure, along with training and R&D programs to enhance local talent skills [4][5]. - From 2023 to the end of this year, Microsoft has already invested $7.3 billion in the UAE, with plans to spend over $7.9 billion from early 2026 to the end of 2029, including over $5.5 billion in capital expenditures [5]. Strategic Partnerships and Compliance - Microsoft has received export licenses to send advanced NVIDIA chips, including A100, H100, and H200 GPUs, to the UAE to support its Azure AI services [6]. - The company is working closely with both the U.S. and UAE governments to ensure compliance with cybersecurity, export controls, and responsible AI standards [6]. Financial Performance - For the first fiscal quarter ending September 30, 2025, Microsoft reported revenues of $77.673 billion, an 18% year-over-year increase, and a net profit of $27.747 billion, a 12% increase [8]. - The decline in net profit growth was attributed to a $3.086 billion impact from investments in OpenAI [8]. Future Capital Expenditure - Microsoft's capital expenditures surged to $34.9 billion in the first quarter, an increase of over $10 billion from the previous quarter, with expectations for growth rates in capital expenditures for fiscal year 2026 to exceed those of fiscal year 2025 [9]. - The company plans to increase overall AI computing power by over 80% within the year and aims to double the scale of its data centers in the next two years [9].