告别OpenAI依赖：微软全线加码智能体

21世纪经济报道06-04

当地时间6月2日，微软年度开发者大会Build 2026正式开幕。与过去几年聚焦Copilot AI升级或云服务业务不同，今年Build大会几乎所有重要发布都围绕“智能体”这一个核心主题，覆盖开发工具、模型、本地设备全场景。微软CEO萨提亚·纳德拉在大会现场表示：“我们相信，企业不应再只是单纯消费前沿模型，而应当全面参与到前沿模型生态系统的建设之中。”微软凭借早期对OpenAI的投资与深度绑定，...

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2026正式开幕。与过去几年聚焦Copilot AI升级或云服务业务不同，今年Build大会几乎所有重要发布都围绕“智能体”这一个核心主题，覆盖开发工具、模型、本地设备全场景。微软CEO萨提亚·纳德拉在大会现场表示：“我们相信，企业不应再只是单纯消费前沿模型，而应当全面参与到前沿模型生态系统的建设之中。”微软凭借早期对OpenAI的投资与深度绑定，拿到了AI时代的“船票”，股价随之一路走高。但这种绑定关系正在松动。4月27日，双方公布了下一阶段合作的修订协议：OpenAI对微软的IP授权不再排他，可在任意云平台向客户提供其全部产品，微软则不再向OpenAI支付收入分成。随着“微软—OpenAI阵营”绑定关系明显松动，市场对缺乏自有基础大模型的微软愈发担忧，在双方合作边界被重新划定，微软对OpenAI的依附程度，叠加自身自研大模型的实力水平，成为市场评判其AI综合竞争力的关键标尺。向“智能体优先”转型变化首先发生于Windows系统。微软Windows与设备业务负责人Pavan Davuluri在会上表示，过去四十年，Windows的核心使命是运行应用：用户通过鼠标和键盘，打开浏览器、Office以及各类企业软件来完成工作。但在AI时代，越来越多的任务将由智能体接手——用户不必再亲自操作软件，只需向AI智能体描述目标，由其自动执行：从撰写邮件、安排会议，到编写代码、部署应用，大量工作流程都将交给智能体处理。为此，微软将智能体能力直接嵌入Windows Terminal，开发者无需切换聊天窗口，就可以调用AI完成代码编写、调试、查询以及复杂任务执行。此外，微软还宣布将Linux容器能力直接整合进Windows系统，智能体也能够更加高效地调用相关资源完成任务。模型被外界视为微软生态的薄弱一环，因此微软首款AI编程模型MAI-Code-1-Flash颇受开发者关注。据微软介绍，该模型基于合规授权的优质数据全链路自研，面向开发者的日常开发流程。目前该模型已上线VS Code中的GitHub Copilot个人版。微软称，在多项基准测试中，该模型的性价比优于Claude Haiku 4.5；实测数据显示，处理高难度问题时，其Token消耗最高可减少60%。硬件层面，大会上最受关注的产品之一是Surface RTX Spark Dev Box。这款迷你开发主机面向开发者，搭载了英伟达最新RTX Spark平台，芯片采用Arm架构CPU+Blackwell GPU组合，并配有128GB统一内存。微软表示，Surface RTX Spark Dev Box能够在本地运行高达1200亿参数的大模型。与传统开发计算机不同，该设备从设计之初便瞄准AI开发场景。微软为设备预装开发工具，并在系统层面进行了专门优化。面对火热的OpenClaw（俗称“龙虾”）生态，微软此次也正式宣布入局。在大会上，微软推出了基于OpenClaw打造的“Scout”智能体。Scout跨云端、桌面与网页，连接微软旗下电子邮件、会议应用、云盘等服务，能够主动筛选电子邮件和消息，并自动整理出需要用户作出决策的事项，从而帮助用户提高工作效率。智能体重新定义计算平台观察微软在本次大会上发布的内容，从可本地运行千亿级参数模型的Surface RTX Spark Dev Box，到原生支持Linux容器与Windows终端（Windows Terminal）的Windows AI开发平台、基于“龙虾”OpenClaw打造的AI助理Scout、微软首个自研推理模型MAI-Thinking-1，以及多款针对AI智能体需求的软硬件产品来看，实际都指向同一个目标：所有产品都要围绕智能体重新设计。对此，微软CEO纳德拉认为，这是一次真正的平台迁移，微软正从“打造操作系统、为应用而生的设备”，转向“围绕智能体开发产品”，即微软押注于一种新的使用方式，用户不再打开一个个应用，而是会调用智能体替自己干活。除了微软自家产品，英伟达今年在Build大会上的存在感同样极强。在大会上，纳德拉与正在参加台北电脑展的英伟达创始人兼CEO黄仁勋越洋对话，双方回顾自DirectX、CUDA到Azure大规模GPU集群的长期合作，并明确将协同重心转向“云边一体”的算力架构，涵盖端侧AI推理、AI PC生态，以及搭载Blackwell架构的液冷超算数据中心，以压低算力成本、锁定企业级AI工作负载。与微软Build大会遥相呼应，同期在举行台北电脑展上，“智能体”是热门话题，英伟达、英特尔、高通、Arm等巨头集体表态，称智能体时代已经到来。其中最重磅的发布来自英伟达。黄仁勋宣布与微软、联发科联合打造的RTX Spark超级芯片，目标是把轻薄本和小主机直接变成可本地跑智能体的AI PC。黄仁勋直言，这是英伟达与微软三年合作“重塑PC”的成果，芯片由双方与联发科共同开发。此外，英伟达还推出Vera CPU，号称“第一颗不为人类而为AI智能体设计的CPU”，相比x86可实现约1.8倍的任务完成速度，专注于智能体、强化学习和数据编排等任务。相比英伟达聚焦于AI算力平台，本次Build大会上微软发布的一系列软硬件产品，恰好补齐了这幅蓝图中的软件与生态部分，本质上是在为运行智能体搭建一整套软件底座。可以说，微软正在一定程度上扮演智能体时代“操作系统提供者”的角色：英伟达提供AI算力平台，而微软负责构建运行智能体的软件生态，双方共同勾勒出的，是一幅围绕智能体重新定义计算平台的未来图景。（作者：彭新 编辑：包芳鸣）\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":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"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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