拥抱AI：微软 CEO 纳德拉重塑商业模式，特设 “AI 经济学顾问”

环球网2025-11-20

【环球网科技综合报道】11月20日消息，据Business Insider报道，微软CEO萨提亚·纳德拉近日宣布重大战略调整，计划围绕生成式AI彻底重塑公司商业模式，并任命关键高管罗尔夫·哈姆斯（Rolf Harms）担任AI经济学顾问，主导推进这一转型计划。相关消息来自纳德拉本月发给微软高层的内部备忘录。哈姆斯是微软云业务转型的核心推动者，其在2010年撰写的《云计算经济学》白皮书，为微软云业务...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2584909325?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-11-20 11:11","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2584909325","market":"us","top_or_hot":-1,"title":"拥抱AI：微软 CEO 纳德拉重塑商业模式，特设 “AI 经济学顾问”","media":"环球网","content":"<div>\n<p>【环球网科技综合报道】11月20日消息，据Business Insider报道，微软CEO萨提亚·纳德拉近日宣布重大战略调整，计划围绕生成式AI彻底重塑公司商业模式，并任命关键高管罗尔夫·哈姆斯（Rolf Harms）担任AI经济学顾问，主导推进这一转型计划。相关消息来自纳德拉本月发给微软高层的内部备忘录。哈姆斯是微软云业务转型的核心推动者，其在2010年撰写的《云计算经济学》白皮书，为微软云业务...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251120111323a4ae36db&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>拥抱AI：微软 CEO 纳德拉重塑商业模式，特设 “AI 经济学顾问”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n拥抱AI：微软 CEO 纳德拉重塑商业模式，特设 “AI 经济学顾问”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-20 11:11 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251120111323a4ae36db&s=b><strong>环球网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【环球网科技综合报道】11月20日消息，据Business Insider报道，微软CEO萨提亚·纳德拉近日宣布重大战略调整，计划围绕生成式AI彻底重塑公司商业模式，并任命关键高管罗尔夫·哈姆斯（Rolf Harms）担任AI经济学顾问，主导推进这一转型计划。相关消息来自纳德拉本月发给微软高层的内部备忘录。哈姆斯是微软云业务转型的核心推动者，其在2010年撰写的《云计算经济学》白皮书，为微软云业务...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251120111323a4ae36db&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2403377893.USD","symbol_name":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251120111323a4ae36db&s=b","article_id":"2584909325","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251120111323a4ae36db&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2584909325","pubTimestamp":1763608309,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"11月20日消息，据Business Insider报道，微软CEO萨提亚·纳德拉近日宣布重大战略调整，计划围绕生成式AI彻底重塑公司商业模式，并任命关键高管罗尔夫·哈姆斯 担任AI经济学顾问，主导推进这一转型计划。纳德拉在备忘录中强调，哈姆斯当年的工作“深刻改变了微软对商业模式的思考”，如今AI时代需要类似的战略重启。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4535":"淡马锡持仓","BK4577":"网络游戏","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","BK4598":"佩洛西持仓","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","BK4525":"远程办公概念","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","04338":"微软-T","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","BK4532":"文艺复兴科技持仓","MSFT":"微软","LU2210150020.SGD":"Natixis Thematics Subscription Economy R/A SGD","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU0757359954.USD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (USD) INC MF","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","SG9999014559.SGD":"United Income Focus Trust Dis SGD","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","BK4503":"景林资产持仓","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","BK4528":"SaaS概念","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC"},"translate_title":"Embracing AI: Microsoft CEO Nadella reshapes business model and sets up an \"AI economics consultant\"","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"04338":0.9,"MSFT":1.5},"content_text":"【环球网科技综合报道】11月20日消息，据Business Insider报道，微软CEO萨提亚·纳德拉近日宣布重大战略调整，计划围绕生成式AI彻底重塑公司商业模式，并任命关键高管罗尔夫·哈姆斯（Rolf Harms）担任AI经济学顾问，主导推进这一转型计划。相关消息来自纳德拉本月发给微软高层的内部备忘录。哈姆斯是微软云业务转型的核心推动者，其在2010年撰写的《云计算经济学》白皮书，为微软云业务的崛起奠定了重要基础。这份文件通过详细测算证明大规模云服务的成本优势，打消了企业客户的顾虑，也为微软持续投入云业务提供了关键依据，成为云计算发展史上的重要节点。纳德拉在备忘录中强调，哈姆斯当年的工作“深刻改变了微软对商业模式的思考”，如今AI时代需要类似的战略重启。根据规划，哈姆斯将与纳德拉及微软高层紧密协作，聚焦AI时代的经济逻辑重构。其职责覆盖基础设施、平台技术和应用等多个领域，不仅要推动打造全新的AI工厂和Copilot及智能体体系，实现全技术栈覆盖与普及，还将厘清既有业务的转型路径和新业务的培育方向。当前，AI行业面临基础设施投入攀升与回报率争议的双重挑战。微软曾在年初放缓AI投入节奏，引发外界关注，近期则通过与OpenAI、Anthropic签订巨额合作协议，再次加大AI领域布局力度。纳德拉表示，此次转型与当年微软云业务重塑具有相似性，均需突破技术普及与商业回报的双重不确定性，而哈姆斯在商业模式创新与价值验证方面的经验，将为微软AI战略落地提供重要支撑。（纯钧）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"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; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2584909325","isCrawlerRequest":true}