微软将 Claude 纳入 Azure：正式告别 OpenAI 独家时代，多模型 AI 架构成型

DI数智观察01-13

在生成式 AI 竞争持续升温的背景下，微软正在对其核心 AI 战略进行一次实质性重构。微软已正式将Anthropic 的 Claude 系列模型引入 Azure AI Foundry 与 Microsoft 365 Copilot 体系，使其成为与 OpenAI GPT 并列的原生一线模型。这不仅意味着 Claude 不再是“通过第三方接入”的可选项，而是深度嵌入微软技术栈，也标志着微软事实上结束...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260113130251a7143550&s=b><strong>DI数智观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在生成式 AI 竞争持续升温的背景下，微软正在对其核心 AI 战略进行一次实质性重构。微软已正式将Anthropic 的 Claude 系列模型引入 Azure AI Foundry 与 Microsoft 365 Copilot 体系，使其成为与 OpenAI GPT 并列的原生一线模型。这不仅意味着 Claude 不再是“通过第三方接入”的可选项，而是深度嵌入微软技术栈，也标志着微软事实上结束...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260113130251a7143550&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":"LU2148611432.USD","symbol_name":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) 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(HKD) INC","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","LU1043141123.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) INC 2","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU1564329628.SGD":"Blackrock Dynamic High Income A2 SGD-H"},"translate_title":"Microsoft adds Claude to Azure: officially bidding farewell to the exclusive era of OpenAI, multi-model AI architecture takes shape","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MSFT":1.97},"content_text":"在生成式 AI 竞争持续升温的背景下，微软正在对其核心 AI 战略进行一次实质性重构。微软已正式将Anthropic 的 Claude 系列模型引入 Azure AI Foundry 与 Microsoft 365 Copilot 体系，使其成为与 OpenAI GPT 并列的原生一线模型。这不仅意味着 Claude 不再是“通过第三方接入”的可选项，而是深度嵌入微软技术栈，也标志着微软事实上结束了核心 AI 产品对 OpenAI 的独家依赖，转向多模型、多厂商并行的 AI 平台战略。01从“OpenAI 优先”到“为任务选模型”在 ChatGPT 引爆新一轮 AI 浪潮后，微软长期被视为 OpenAI 的“最坚定盟友”。但随着企业级 AI 应用进入深水区，单一模型路线的局限性正在显现。此次整合后，Anthropic 的Claude Sonnet 4.5、Claude Opus 4.1和Claude Haiku 4.5已作为原生可部署模型上线 Azure AI Foundry。目前，Azure 也成为唯一一家允许企业在同一控制平面下，同时调用 GPT 与 Claude 两大前沿模型家族的主流云平台，统一使用相同的资源模型、API 端点和治理体系。这背后体现的是微软明确的战略转向：不再押注单一“明星模型”，而是构建一个“为具体任务选择最合适模型”的云端 AI 操作系统。02Azure 原生化：Claude 被彻底“微软化”与以往云平台简单托管不同，Claude 在 Azure 上的接入方式高度原生化。当企业在 Azure AI Foundry 中部署 Claude 时，将：直接获得 Azure 风格的 API 端点；使用 Azure API Key 或 Entra ID（托管身份）进行认证，而非 Anthropic 自身的密钥体系；其运行方式与 Azure 认知服务保持一致，支持无服务器架构、自动扩缩容、流式输出、工具调用以及智能体（Agent）工作流。这意味着，对开发者而言，调用 Claude 与调用 GPT 在工程层面几乎没有差异，可以通过同一套 SDK（Python、JavaScript、C#）和 Agent Framework 实现模型切换、路由或 A/B 测试，而无需重构系统。03Copilot 进入“多模型时代”Claude 的引入，最直观的落点在Microsoft 365 Copilot。微软已确认，Copilot 正逐步采用多模型架构，允许用户在不同任务中选择 OpenAI 或 Anthropic 的模型。例如：Claude Sonnet 4.5 已针对 Excel 的 Agent 模式进行优化Claude Opus 4.1 被用于 Copilot Researcher 智能体，处理长上下文、高推理复杂任务在 Copilot 界面中，用户可以在 Researcher 智能体中点击“Try Claude”，在该会话中由 Claude 提供推理支持，会话结束后自动恢复默认 GPT。微软在欧洲协作峰会期间明确表示，这是其 “多厂商 Copilot 战略”的一部分，Claude 将在 2025 年内逐步融入 Microsoft 365，用于补充而非替代 GPT。04巨额算力承诺：Anthropic 深度绑定 Azure在商业层面，这并非一次轻量级合作。Anthropic 已承诺在未来数年内向 Azure 采购约 300 亿美元的计算资源，这是目前已披露规模最大的 AI 云计算交易之一。同时，双方还规划了最高可达 1 吉瓦（GW）的算力容量，并与 NVIDIA GPU 架构深度协同。这意味着，Azure 将成为未来多代 Claude 模型训练与推理的核心平台之一，而微软也通过算力锁定，进一步巩固了自身在 AI 基础设施层的主导地位。05打破单一依赖：微软的“风险对冲”微软并未回避这一转向背后的现实考量。通过在 Azure AI Foundry 中同时引入Claude、GPT，以及 Meta Llama、Mistral、DeepSeek、xAI Grok等模型（总数已超 1,800 个），微软显著降低了对任何单一模型厂商的依赖。这种多样化策略不仅提升了议价能力，也降低了在技术路线、商业博弈或治理风险上的系统性不确定性——包括来自 OpenAI 的不确定性。06Anthropic 的位置：唯一“三云通吃”的前沿模型厂商随着 Azure 的加入，Anthropic 也完成了关键一跃。Claude 成为唯一一个在 AWS（Bedrock）、Google Cloud 与 Azure 三大云平台均实现原生可用的前沿大模型系列。这种跨云分发能力在当前 AI 产业中极为罕见，也使 Anthropic 在企业市场获得了前所未有的触达广度。相较之下，谷歌与亚马逊的旗舰模型仍高度绑定各自云生态，这无形中加大了竞争压力。07医疗与生命科学：Claude 的差异化突破口值得注意的是，Claude 并非仅作为“通用模型”进入微软体系。微软在 1 月宣布，Claude 已在微软Foundry 中推出医疗保健与生命科学专用能力，并配备符合 HIPAA 标准的基础设施和原生数据库连接器，可直接访问 CMS 覆盖数据库、ICD-10 编码标准、国家医疗服务提供者注册系统以及 PubMed 的 3,500 万篇生物医学文献。Anthropic 生物学与生命科学负责人 Eric Kauderer-Abrams 表示：“医疗保健和生命科学是 Anthropic 投入最大的领域之一。”在药物研发与临床流程中，Claude 的智能体能力可用于事先授权处理、FHIR 开发、临床试验方案起草。根据 Anthropic 的演示数据，相关工具可将方案撰写时间从数天缩短至约一小时。合作方包括赛诺菲、诺和诺德、阿斯利康，以及 Veeva Systems、Banner Health 等机构。08Azure 的新定位：中立 AI 枢纽综合来看，微软—NVIDIA—Anthropic 正在形成一个高度协同的 AI 基础设施联盟，将训练、推理与硬件优化集中在 Azure 之上。通过同时托管 GPT 与 Claude，Azure 正逐步塑造自身为“中立的 AI 枢纽云”：不要求企业押注某一家模型公司，而是提供选择权、比较空间和治理能力。在企业 AI 从“能用”走向“可控、可审计、可长期运行”的阶段，这种平台化、多模型路线，正在成为新的主流范式。","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":"corporation","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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