微软的“Plan B”：不满OpenAI性能表现，Copilot全面引入Anthropic开启双引擎时代_老虎社区_美港股上老虎

微软的“Plan B”：不满OpenAI性能表现，Copilot全面引入Anthropic开启双引擎时代

智通财经01-15

据知情人士透露，微软(MSFT.US)已成为 Anthropic 的顶级客户之一，近期正有望每年投入约 5 亿美元，利用 Anthropic 的人工智能(AI)为微软产品提供动力。还在加大力度向其云计算客户推销 Anthropic 的 AI 模型，这可能为两家公司带来更多收入。知情人士指出，微软正在激励 Azure 销售人员推销 Anthropic 的模型，并增加了在其内部用途及产品中对 ...

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开发商紧密合作，这既代表了重大的收入机会，也对其部分核心业务构成了潜在威胁。微软还在竞相使用 OpenAI 和 Anthropic 的技术，以制造其自有的 AI 自动化产品，供企业客户使用，从而避免将此类业务让给 AI 新秀的风险。2025 年 11 月，微软承诺向 Anthropic 投资高达 50 亿美元——Anthropic 此前已获得亚马逊(AMZN.US)和 Alphabet 旗下谷歌(GOOGL.US)的支持。Anthropic 还表示，已承诺在微软 Azure 的计算容量上投入 300 亿美元，并签约增购高达 1 吉瓦(GW)的额外计算容量。微软已向 OpenAI 投资超过 130 亿美元，持有这家 ChatGPT 制造商近 27% 的股份。Anthropic 主要通过向企业直接销售 AI 来获取收入，但微软和 Anthropic 的部分销售人员正合作向企业推销通过 Azure 购买 Anthropic 模型。Anthropic 也同样与亚马逊和谷歌联手，共同向大客户销售其模型。截至去年 7 月，微软每月在 Anthropic 模型上的支出超过 4000 万美元，年均速度约 5 亿美元。这些模型驱动了 GitHub Copilot 中的编码代理功能，例如监控网站停机并自动修复的能力。此后，微软增加了对 Anthropic 模型的采购，以驱动 365 Copilot 和 Security Copilot 等其他产品的功能，包括根据简短文字提示生成 PowerPoint 演示文稿等复杂操作。报道补充称，Anthropic 此前预测，截至 2025 年底，其年化收入将在 75 亿至 90 亿美元之间。与该初创公司的公开零售价格相比，Anthropic 在微软将模型用于内部目的(如开发原型、数据分析和其他研究)时给予了折扣。在微软高管对某些由 OpenAI 驱动的功能表现不佳感到失望后，微软首先着手将 Anthropic 模型加入 365 Copilot。微软首席执行官萨提亚·纳德拉最近也推动产品部门使用 Anthropic 模型以加速开发。最近 Anthropic 的工程师为开发由 Anthropic 模型驱动的 Copilot 功能的微软工程师提供了支持。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}