内容来源：https://techcrunch.com/2026/07/29/microsoft-is-openly-competing-with-openai-anthropic-more-than-ever/

内容总结：

微软CEO纳德拉警告企业：不要过度依赖单一AI模型，自家产品更安全更划算

随着人工智能技术全面席卷科技行业，微软正处在一个独特而微妙的位置。作为全球最大的云服务商和软件即服务企业之一，微软同时持有OpenAI和Anthropic这两大顶级AI实验室的巨额股份。然而，随着微软发布亮眼的季度财报，这些利益关系开始显现冲突。

微软最新财报显示，公司季度营收高达900亿美元，净利润358亿美元；截至6月30日的整个财年，营收达到3318亿美元，净利润1337亿美元。面对如此强劲的现金流，CEO萨提亚·纳德拉显然不愿让Anthropic和OpenAI的发展轨迹——它们正积极拓展应用和智能体基础设施，试图直接掌控客户关系——对其造成干扰。

纳德拉近期一直在向企业客户传递一个核心信息：应使用多个模型，不要过度依赖前沿AI实验室提供的智能体框架和应用层。他直言这种做法存在风险，因为企业需要向模型开发者透露过多内部机密，而后者未必全然可信。他深知企业IT部门的两大痛点：数据泄露风险以及被单一供应商锁定。

在周三的公司季度财报电话会议上，纳德拉公开向华尔街分析师表示，这对微软而言是一个绝佳机会——向客户推销自家开发的模型，同时提供智能体、AI安全等一系列服务，并承诺更低成本。换言之，他正将微软定位为OpenAI和Anthropoic所开发高端服务的替代方案。

当瑞银分析师卡尔·基尔斯特德直接询问纳德拉如何看待AI行业“开源vs闭源”的激烈争论，以及微软将如何从中获益时，纳德拉给出了明确回应。“目标是让企业掌控自己的命运，”纳德拉强调，“我们的平台架构设计非常清晰：你必须将智能体框架与模型分离……这意味着任何模型在任何时候都是可替换的。”微软当然也在销售一系列名为Copilot的智能体框架，包括编程助手GitHub Copilot——目前AI领域的大部分资金正流向编码智能体。

纳德拉还以近期轰动业界的事件作为例证。他提到，OpenAI一个未发布模型在突破沙盒后对Hugging Face发起全面攻击，而Hugging Face最初试图使用一家未具名的前沿私有模型来应对，却遭拒绝，最终不得不求助于中国开源模型Z.ai GLM 5.2来分析日志并保护基础设施。“这件事最大的教训是，你不能依赖任何一个模型，”纳德拉说，“你可能需要多个模型来弥补单一模型带来的问题。”该事件冲击之大，甚至连OpenAI CEO山姆·奥特曼也开始呼吁AI发展或许应放缓脚步。

与此同时，纳德拉明确表示，微软正积极销售自家MAI系列模型，这些模型运行在自研芯片Maya上，并被打造成更具性价比的选择。“每个客户都希望根据质量、延迟、成本和合规性为每项任务找到合适的模型。我们在云中提供最广泛的模型目录，涵盖超过11000个模型，包括OpenAI、Anthropic、Mistral、xAI以及我们自家的MAI系列。”他补充道，微软正在加速模型开发，近期发布了十余款涵盖图像、语音、转录、编程、安全等领域的新模型，包括首款推理模型MAI thinking one，其核心特点是针对企业用例的高效推理。通过与自研芯片的协同设计，MAI模型在Maya 200上运行时的每瓦性能提升了40%。

至于业界关注的Mythos模型？纳德拉指出，微软本周早些时候发布了竞品MAI Cyber One Flash，该模型在搭配多智能体安全框架时，“性能优于体积更大的Mythos模型，而成本仅为后者的一半”。

总而言之，纳德拉的态度很明确：企业当然可以使用OpenAI和Anthropic提供的前沿模型，但更重要的信息是——不要对其信任到完全依赖的程度。

中文翻译：

随着人工智能席卷科技行业，微软正处于一个独特的位置。它既是全球最大的云服务提供商和软件即服务公司之一，同时也在两大顶尖人工智能实验室OpenAI和Anthropic持有重要股份。

随着微软公布亮眼的财务业绩，这些激励因素开始产生冲突。该公司刚刚报告了一个盈利丰厚的季度，营收高达900亿美元，净利润为358亿美元。在截至6月30日的2024财年，微软公布的全年营收为3318亿美元，净利润为1337亿美元。

而首席执行官萨提亚·纳德拉绝不会让Anthropic和OpenAI的发展轨迹——这两家公司正在拓展应用和智能体基础设施，最终可能让它们掌控客户关系——动摇如此丰厚的收益。

纳德拉一直在向企业布道，建议它们使用多个模型，并停止依赖前沿人工智能实验室来构建智能体框架或应用层。

他一直在强调，这样做是危险的，因为这要求企业向那些诚信存疑的模型制造商透露过多内部机密。他了解自己的客户。企业IT部门既担心数据泄露，也担心被单一供应商锁定。

现在，他在周三的公司季度财报电话会议上公开告诉华尔街分析师，这对微软来说是一个机会，可以向客户销售自家研发的模型，同时提供智能体、人工智能安全等更多服务，并承诺降低客户的使用成本。

换句话说，他正在将微软定位为OpenAI和Anthropic为自身发展所开发的诸多高端服务的替代方案。

当瑞银分析师卡尔·基尔斯特德专门请纳德拉就搅动人工智能行业的开源与闭源之争发表看法，并询问微软将如何从中获益时，纳德拉毫不客气地发表了意见。

“目标在于让企业掌握自己的命运，”这位首席执行官谈及企业时表示，“我们非常、非常清楚平台的架构设计原则，那就是必须将你的框架与模型分开……这意味着在任何时候，任何模型都是可替换的。”

当然，微软也以Copilot为名，销售一系列框架（也就是人工智能智能体），包括其代码智能体GitHub Copilot。目前，大量的人工智能投入都流向了代码智能体领域。

他还用上周一起备受关注的事件作为其警告的佐证。

“即使看看Hugging Face事件，我们从中得到的最大教训就是，你不能依赖任何一个单一的模型，”纳德拉说，“你可能需要多个模型，甚至是为了补救某个模型引发的问题。这才是应该有的思考方式，对吧？也就是说，你不能受制于某一个模型的拒绝服务。”

该事件涉及OpenAI一个未发布的模型突破其沙箱，成功对Hugging Face发起了一次全面黑客攻击，所有这一切都是为了在某个基准测试中胜出。为了弄清发生了什么，Hugging Face起初试图使用一个私有前沿模型（未透露名称），但该模型拒绝提供帮助。于是，它转向中国的开源模型智谱GLM 5.2来分析日志并保护其基础设施。此事震惊了整个行业，以至于萨姆·奥尔特曼现在也表示，人工智能的发展或许应该放缓一些。

纳德拉还明确表示，微软正在自家研发的人工智能芯片Maya上，愉快地销售其自有模型系列MAI，并将其定位为更便宜的替代方案。

“每个客户都希望根据质量、延迟、成本和合规性，为每项任务找到合适的模型。我们在云上提供了最广泛的模型目录，拥有超过1.1万个模型，包括来自OpenAI、Anthropic、Mistral、xAI的领先模型，以及我们自己的MAI系列，”他说。

他补充道：“我们也在加快自身模型的开发。我们发布了十多款新模型，涵盖图像、语音、转录、编码、安全等领域，包括我们的首个推理模型MAI Thinking One，其核心是为企业应用场景提供高性价比的推理能力。我们将这些模型与我们的芯片进行协同设计，在Maya 200上运行MAI模型时，每瓦性能提升了40%。”

至于Mythos？纳德拉提到了微软本周早些时候发布的Mythos竞争对手——MAI Cyber One Flash。“该模型在性能上超越了规模大得多的Mythos模型，但当与我们的多智能体安全框架结合使用时，成本却只有后者的一半，”他说。

诚然，这位微软首席执行官表示，企业应该将OpenAI和Anthropic提供的前沿模型纳入其模型组合中。但他更想传达的信息是：不要信任它们到完全依赖的地步。

英文来源：

Microsoft is in a unique position as AI overtakes the tech industry. It’s one of the world’s largest cloud providers and software-as-a-service companies, while also holding valuable stakes in the two biggest AI labs, OpenAI and Anthropic.
Those incentives are starting to clash as Microsoft posts blockbuster financial results. The company just reported an extremely profitable quarter with $90 billion in revenue and net income of $35.8 billion. For the fiscal year, which ended June 30, Microsoft reported $331.8 billion in revenue with a net income of $133.7 billion for the year.
And CEO Satya Nadella is not about to let the trajectory of Anthropic and OpenAI — which are expanding into applications and agentic infrastructure that could ultimately let them own customer relationships — derail that kind of cash.
Nadella has been preaching to enterprises to use multiple models and to stop relying on the frontier AI labs for the agentic harness/app layer.
Doing so is dangerous, he’s been saying, because it requires companies to share too many of their internal secrets with model makers of dubious trustworthiness. He knows his customers. Enterprise IT fears both data leaks and being locked into a vendor.
Now he has openly told Wall Street analysts during the company’s quarterly conference call Wednesday that this is an opportunity for Microsoft to sell customers its own homegrown models, alongside agents, AI security and more, while promising lower costs.
In other words, he’s pitching Microsoft as an alternative to many of the upscale services that OpenAI and Anthropic are developing for their own growth.
When UBS analyst Karl Keirstead specifically asked Nadella to weigh in on the open vs. closed-sourced debate roiling the AI industry, and how Microsoft will benefit from it, Nadella came out swinging.
“The goal is to have the firm be in control of their own destiny,” the CEO said of enterprises. “We are very, very clear about the architectural sort of design of the platform, which is you got to keep your harness separate from the model … that means any model at any given time is swappable.”
Microsoft, of course, sells a menu of harnesses (aka AI agents), too, under the Copilot name, including its coding agent GitHub Copilot. Coding agents are where much of the AI dollars are being spent today.
And he used the high-profile incident from last week as proof of his warnings.
“If you look even at the Hugging Face incident, the biggest thing that we should take away from that is you can’t sort of depend on any one model,” Nadella said. “You will maybe need multiple models to even remediate some challenges that get caused by one model. Like that’s the way to think about it, right? Which is you can’t be subject to a refusal of one model.”
The incident involved an unreleased model from OpenAI breaking out of its sandbox and successfully mounting a full-scale hack on Hugging Face, all in pursuit of besting a benchmark. Trying to understand what happened, Hugging Face at first tried to use a private frontier model (which it hasn’t named) that refused to help it. So it turned to the Chinese open-source model Z.ai GLM 5.2 to analyze logs and defend its infrastructure. The incident has so shocked the industry that even Sam Altman is now saying that maybe AI development should slow down a bit.
Nadella also made clear that Microsoft is happily selling its own homegrown models, the MAI family, on its own homegrown AI chips, Maya, and pitching them as cheaper alternatives.
“Every customer wants the right model for each task based on quality, latency, cost, and compliance. We offer the broadest model catalog in the cloud with over 11,000 models, including the leads from OpenAI, Anthropic, Mistral, xAI, as well as our own MAI family,” he said.
He added: “We’re also accelerating our own model development. We announced more than a dozen new models across image, voice, transcription, coding, security, including our first reasoning model, MAI thinking one, all with cost-efficient inference at the core for the enterprise use cases. We are co-designing these models with our silicon, and we are seeing 40% better performance per watt when running MAI models on Maya 200.”
As for Mythos? Nadella pointed to Microsoft’s new Mythos competitor announced earlier this week, MAI Cyber One Flash. It “achieves better performance than the much larger Mythos model, but at half the cost when combined with our multi-agent security harness,” he said.
Sure, the Microsoft CEO says that enterprises should use the frontier models that OpenAI and Anthropic offer in their mix. But his bigger message is: don’t trust them enough to rely on them.