微软大裁员背后：靠AI节省5亿美元

市场资讯2025-07-10

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！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...

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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。万人裁员背后的资本重压与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，微软针对销售岗的9000人削减，恰发生在一季度营收加速增长后。微软大规模裁员的背景是AI基础设施投入激增。公司预计在截至6月的12个月中，资本支出将达到800亿美元，较上年的560亿美元同比激增43%。CEO Satya Nadella今年4月告诉投资者，公司正在“降本增效”以实现平衡。尽管如此，微软销售主管Travis Walter在周一的会议上表示，他负责的业务部门在截至6月30日的季度中表现强劲，Azure云服务销售和AI Copilot产品销售均超过季度目标。微软还正在重组销售团队结构，将向客户推介的“解决方案领域”从六个简化为三个：包括Copilot和Office 365的商业解决方案、Azure云服务和网络安全。这一调整旨在减少客户接触的销售人员数量，更有效地推销AI产品。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。\"微软总法律顾问Brad Smith周三表示，AI带来的生产力提升并非近期裁员的主要因素。不过，公司高管越来越多地基于员工AI使用情况进行评估，Azure部门执行官甚至设立内部仪表板，追踪团队中AI生成代码的比例。（转自：网易科技）\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"executive","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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