巨头将裁员2.2万人，涉及医疗部门

器械之家01-11

器械之家医疗器械媒体报道先锋分享专业医疗器械知识关注来源：器械之家，未经授权不得转载，且24小时后方可转载近日，多家外媒报道称，微软计划于2026年1月启动新一轮裁员，预计全球范围内裁员规模将达1.1万至2.2万人，约占其员工总数的5%至10%。这一消息微软此前披露的亮眼业绩形成鲜明反差：微软最新财报显示，2025第三季度，微软营收776.73亿美元，同比增长18%；营业利润379.61亿美元，...

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财年第一季度，微软资本支出高达349亿美元，全年预计突破 800亿美元，这些资金主要投向数据中心、芯片研发及AI工具开发等领域。这种“减员增投” 的操作逻辑，印证了裁员并非业绩承压下的被动收缩，而是资源向核心技术领域倾斜的主动调整。02向技术密集型转型2025年至今多轮裁员若将时间轴拉长，2026 年初的裁员实为微软 2025 年以来人员优化战略的延续。整个2025 年，这家科技巨头已通过多轮裁员完成超过1.5万个岗位的精简。2025年5月，微软率先启动年内首轮裁员，规模约6000 人，当时官方表示 “实施必要的组织变革以适应动态市场”，强调裁员与绩效无关，而是侧重于减少管理层级。此次裁员已初显医疗相关团队的调整迹象，有媒体报道称，中国区 Azure 人工智能团队中曾被“打包”调往美国的数百名员工，在此次裁员中集体失去工作，因美国“自由雇佣”法律限制未获得实质性赔偿，面临签证失效与自费回国的双重困境。短短两个月后的2025年7月，微软启动第二轮裁员，规模扩大至9000人，裁员范围从管理层延伸至部分传统业务线。此时市场已逐渐明晰其战略意图：在云服务与 AI 领域竞争白热化的背景下，微软正通过人员结构优化降低人力成本，为技术研发腾挪资金空间。进入2026年，第三轮万人大裁员的计划将优化力度推向新高。与前两轮相比，此次裁员规模翻倍，单次裁员人数远超2025 年单次最高值；同时聚焦核心业务，明确指向Azure、Xbox 等与未来增长强相关的板块；此外，配套政策收紧，同步推行“50 英里范围内员工每周需到岗三天”的办公制度，被部分解读为“变相裁员”手段。三轮裁员叠加后，微软全球员工总数较2024年底已减少约 12%，而 AI 研发与核心云业务岗位始终保持稳定，其结构调整凸显了其“向技术密集型转型”的决心。03持续强化微软多维度布局医疗行业需要指出的是，在多轮裁员的背后，微软在医疗健康领域的布局非但未受冲击，反而呈现持续强化的态势。从收购医疗语音识别巨头Nuance Communications，到如今构建覆盖临床、科研、患者服务的全链条解决方案，微软已形成“云平台 + AI 工具 + 垂直场景”的医疗科技生态，成为医疗器械企业不可忽视的技术合作伙伴。业界认为，微软在医疗行业的全方位布局，不断推动了医疗技术创新与行业变革，有望在未来为全球医疗健康事业带来更多积极影响与突破。收购与合作微软在收购方面动作频频，2022 年以197亿美元收购会话式人工智能和环境临床智能提供商 Nuance。Nuance 的诸多技术和产品，如临床文档解决方案、专业医疗团队解决方案以及智能客户参与和安全生物识别解决方案等，已广泛应用于美国众多医院，此次收购让微软深入医疗保健垂直市场，将 Nuance 技术与自身云服务、AI 能力深度融合，极大增强了其在 AI 医疗领域的影响力。收购后，微软与斯坦福大学医学院联合部署 Nuance Dragon Ambient eXperience Copilot (DAX Copilot)，助力临床医生简化工作流程，提升医疗服务效率，且该技术已在临床护理、医学影像等多领域及多家医疗机构落地应用。云计算与数据分析服务在云计算与数据分析服务上，微软于 2019 年推出 Microsoft Cloud for Healthcare，为医疗保健客户定制专属服务与功能，在数据管理、响应速度提升、质量保证及运营效率优化等方面成效显著，同时借助云服务强化本地架构、完善临床与运营分析并促进医患互动协作。此外，微软为 Azure 服务打造的工具，可将强大计算资源用于精准医疗基因分析，满足医药公司 “上云” 需求并助其遵循隐私法规，也为医疗机构大规模数据处理提供支持，推动医疗服务质量与运营效率提升及临床决策优化。AI技术应用AI 技术应用方面，2024 年微软针对 Copilot Studio 推出医疗智能体服务，方便医疗机构开发面向患者或医生的生成式人工智能代理，应用场景广泛，且可通过插件拓展功能。同时，微软推出临床安全 API 并开启私有预览，保障医疗数据与生成式 AI 应用的准确可靠，为医疗数字化转型筑牢安全防线。Azure AI 模型家族不断壮大，MedImageInsight、MedImageParse、CXRReortGen 等模型分别在医学影像内容分析、不同类型影像解析及胸部 X 光图像检查等方面发挥重要作用，提升医学影像诊断效率与准确性。医疗设备与技术研发微软还积极探索医疗设备与技术研发，其 HoloLens 混合现实技术在医疗领域成果丰硕。以维卓致远医疗科技为例，基于 HoloLens 开发的临床医疗、教学、科研解决方案已在全国百余家三甲医院应用，在手术方案制定、医患沟通、术中辅助导航等环节精准发力，有效提升医疗精准度与教学、沟通效率。健康信息管理与监测在健康信息管理与监测领域，微软 2014 年推出 Microsoft Health，作为云端健康信息管理服务应用，可帮助用户监测心率、步数、睡眠等多维度健康数据，既方便个人健康管理，也为医疗机构收集分析患者日常健康数据开辟了渠道。医疗行业生态建设此外，微软注重医疗行业生态建设，早在 2014 年便与医疗科技公司 Becton Dickinson（BD）合作建立医疗科技创业孵化器，已成功孵化十余家医疗科技初创企业，为医疗行业创新发展注入源源不断的动力。——微软的万人大裁员，本质上是科技巨头在 AI 时代的战略：通过剥离非核心业务、优化人员结构，将资源聚焦于最具增长潜力的技术赛道。从医疗器械行业视角观察，这场调整非但没有削弱微软的医疗科技竞争力，反而通过资源重配使其核心能力更加突出。在科技与医疗深度融合的大趋势下，微软的竞争早已超越单一产品的比拼，转向生态能力的较量，多维度布局医疗行业，并推动行业的创新与变革。那么，在大规模裁员之后，接下来微软在医疗健康领域又会推出什么样的发展策略？接下来，被“打包赴美”的中国团队成员的处境是否会有转机？我们将持续关注。","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":"executive","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":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; 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