微软豪掷重金自研 AI 芯片集群，谋求技术自主能力

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09/12

IT之家 9 月 12 日消息，据 BusinessInsider，微软 AI 部门 CEO 穆斯塔法・苏莱曼（Mustafa Suleyman）在公司内部会议上表示，微软将进行“大规模投资”建设自有 AI 芯片集群，以实现人工智能领域的“自给自足”。微软过去在人工智能战略上主要依赖与 OpenAI 的合作，但近期双方关系趋紧。苏莱曼的讲话表明，微软希望在继续为 OpenAI 提供云计算支持的同时...

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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250912075651a4c1ca48&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":"IE00BBT3K403.USD","symbol_name":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250912075651a4c1ca48&s=b","article_id":"2566910421","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250912075651a4c1ca48&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, 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spends heavily on self-developed AI chip clusters to seek technological independence","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MSFT":1},"content_text":"IT之家 9 月 12 日消息，据 BusinessInsider，微软 AI 部门 CEO 穆斯塔法・苏莱曼（Mustafa Suleyman）在公司内部会议上表示，微软将进行“大规模投资”建设自有 AI 芯片集群，以实现人工智能领域的“自给自足”。微软过去在人工智能战略上主要依赖与 OpenAI 的合作，但近期双方关系趋紧。苏莱曼的讲话表明，微软希望在继续为 OpenAI 提供云计算支持的同时，开辟自有技术路线。他还提到，微软目前不仅依赖 OpenAI，还在采用开源模型、与其他开发者合作以及自主研发模型。苏莱曼表示：“对一家像我们这样规模和业务多元化的公司来说，如果我们选择这样做，那么在 AI 领域具备自给自足的能力至关重要。”微软于今年 8 月下旬发布了公司首个端到端自研基础模型 MAI-1-preview，并已在内部 Copilot 服务中进行测试。在广受关注的 LMArena 文本模型排行榜上，该模型排名第 24 位。苏莱曼坦言，微软在前沿模型研发上仍需继续努力。“我们应当具备自主开发各种规模的世界级前沿模型的能力，同时在需要时务实地使用其他模型。”他补充称，微软计划在自有 AI 芯片集群上投入大量资金，以支持模型训练。MAI-1-preview 仅使用了 1.5 万颗 Nvidia H100 GPU 进行训练，他称这一规模在行业中只是一个“小型集群”。相比之下，谷歌、Meta 和 xAI 的同类模型训练集群规模是微软的 6 至 10 倍。微软在现有合作中获得了显著收益，包括通过 Azure OpenAI 服务向客户提供技术，以及在 Copilot 等产品中集成 OpenAI 模型。对于 OpenAI，微软 CEO 萨提亚・纳德拉（Satya Nadella）在会议上强调双方关系仍然紧密：我们与 OpenAI 有着良好的合作伙伴关系，并很高兴继续支持他们。要记住，OpenAI 向我们提供技术，我们也向他们提供服务，彼此既是客户也是合作伙伴，同时我们也是投资方。与此同时，我们也明确表示，希望建立自己的能力。相关阅读：《微软推出其首款自研 AI 模型：MAI-Voice-1 秒级生成音频，MAI-1-preview 剑指 Copilot 文本场景》《消息称微软自研 AI 芯片遇阻，拟修改线路图 2027 年推出 Maia 280 应对英伟达竞争》广告声明：文内含有的对外跳转链接（包括不限于超链接、二维码、口令等形式），用于传递更多信息，节省甄选时间，结果仅供参考，IT之家所有文章均包含本声明。","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"}}}