微软CEO Satya Nadella正在全面改革该公司在AI时代的商业模式, 重点是效率、新定价以及AI代理, Microsoft CEO Satya Nadella is overhauling the company’s business model for the AI era, focusing on efficiency, new pricing, and AI agents amid rising costs and competition.

微软CEO Satya Nadella正在领导内部重大推动, 以全面改革该公司在AI时代的商业模式, Microsoft CEO Satya Nadella is leading a major internal push to overhaul the company’s business model for the AI era, drawing parallels to the 2010 cloud transition. 在2025年11月的一份备忘录中,他呼吁制定新的定价战略,提高效率,并转向AI代理,任命微软云型战略的主要设计师Rolf Harms来指导这项工作。 In a November 2025 memo, he called for new pricing strategies, greater efficiency, and a shift toward AI agents, appointing Rolf Harms—key architect of Microsoft’s cloud strategy—to guide the effort. 此举回应了基础设施成本不断上涨、投资者对AI利润的担忧,以及谷歌和亚马逊的竞争。 The move responds to rising infrastructure costs, investor concerns over AI profitability, and competition from Google and Amazon. Nadella强调,需要建立一个“AI工厂”和扩大AI代理,同时将OpenAI的芯片设计纳入其长期路线图。 Nadella emphasized the need to build an “AI factory” and expand AI agents, while integrating OpenAI’s chip designs into its long-term roadmap. 该举措强调微软的紧急努力,在回报不确定和工业迅速变化的情况下,调整其经济模式。 The initiative underscores Microsoft’s urgent effort to adapt its economic model amid uncertain returns and rapid industry change.