微软CEO深度访谈:Azure利润很大程度来自配套服务,模型开发商会陷入"赢家诅咒"、平台价值不会消失

华尔街见闻
Nov 13

11月13日,Dwarkesh Patel播客发布Dwarkesh Patel、SemiAnalysis创始人Dylan Patel与微软CEO纳德拉(Satya Nadella)的最新深度访谈。在访谈中,他们探讨了微软AI战略、自研芯片、Azure/云业务、通用人工智能(AGI)的商业模式、行业利润等。(访谈截图)关于Azure/云策略上,纳德拉称,Azure/AI工作负载不仅需要AI加速器,还...

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