Satya Nadella says he’s ready to ‘exploit’ the new OpenAI deal
Satya Nadella says he’s ready to ‘exploit’ the new OpenAI deal
萨提亚·纳德拉表示，他已准备好“利用”与 OpenAI 的新协议
Microsoft CEO Satya Nadella was asked point-blank by a Wall Street analyst on Wednesday how its revised OpenAI partnership would impact Microsoft’s financials. He said that the new agreement was a good deal for everyone. “We feel good about our partnership with OpenAI. I’m always very focused on any partnership and ensuring that there’s a win-win construct at all times. I mean, that’s how you can remain good partners.” 周三，一位华尔街分析师直截了当地询问微软首席执行官萨提亚·纳德拉（Satya Nadella），修订后的 OpenAI 合作伙伴关系将如何影响微软的财务状况。他表示，这项新协议对各方而言都是一笔好交易。“我们对与 OpenAI 的合作关系感到满意。我始终非常关注任何合作伙伴关系，并确保始终存在双赢的架构。我的意思是，这才是保持良好合作伙伴关系的方式。”
He underscored that Microsoft has retained its access to OpenAI’s intellectual property — including its models and agent products — but that it no longer has to pay OpenAI for them. Referring to royalty-free access to OpenAI’s most advanced AI through 2032, Nadella said: “We have a frontier model, with all the IP rights that we will have access to all the way to ’32 and we fully plan to exploit it.” 他强调，微软保留了对 OpenAI 知识产权（包括其模型和智能体产品）的访问权限，但不再需要为此向 OpenAI 付费。在谈到 2032 年前可免费使用 OpenAI 最先进的 AI 技术时，纳德拉表示：“我们拥有前沿模型，并且拥有直到 2032 年都能访问所有相关知识产权的权利，我们完全计划充分利用它。”
There was certainly plenty of ink spilled speculating that the new deal, in which Microsoft no longer has exclusive access to OpenAI’s tech, would cause the software giant to lose its edge in AI. OpenAI immediately announced exclusive AI products with Microsoft’s largest cloud rival, Amazon (complete with Sam Altman and AWS CEO Mark Garman doing interviews about their collaboration). But Nadella shrugged off those concerns. 此前，外界确实花费了大量笔墨猜测，认为微软不再拥有 OpenAI 技术独家访问权的新协议会导致这家软件巨头失去其在 AI 领域的优势。OpenAI 随即宣布与微软最大的云竞争对手亚马逊合作推出独家 AI 产品（山姆·奥特曼和 AWS 首席执行官马克·加曼还就此合作接受了采访）。但纳德拉对这些担忧不以为意。
When Microsoft reported earnings on Wednesday — the last full quarter under the previous deal — the company reported that its AI business has surpassed an annual revenue run rate of $37 billion, up 123% year-over-year. On that point, Nadella noted that Microsoft collects money from OpenAI in other ways. “They’re a large customer of ours, not just on the AI accelerator side, but also on all the other compute sides. And so we want to serve them well. And then, of course, we have our equity.” 在周三微软发布财报时（这是旧协议下的最后一个完整季度），公司报告称其 AI 业务的年化收入运行率已超过 370 亿美元，同比增长 123%。针对这一点，纳德拉指出，微软通过其他方式从 OpenAI 获取收益。“他们是我们的大客户，不仅是在 AI 加速器方面，在所有其他计算领域也是如此。因此，我们希望为他们提供优质服务。当然，我们还持有他们的股权。”
By that he’s referring to OpenAI’s commitment to buy more than $250 billion worth of Microsoft’s cloud services, and Microsoft’s 27% stake in OpenAI. Finally, Nadella emphasized that enterprises often want to use multiple AI models, so OpenAI’s relative importance in the industry, especially to enterprises, is not as far ahead as it once was. “We offer the broadest selection of models of any hyperscaler, so customers can choose the right model for the right workload across OpenAI, Anthropic, open source, and more. Over 10,000 customers have used more than one model,” he said. 他指的是 OpenAI 承诺购买价值超过 2500 亿美元的微软云服务，以及微软持有 OpenAI 27% 的股份。最后，纳德拉强调，企业通常希望使用多种 AI 模型，因此 OpenAI 在行业中的相对重要性，尤其是在企业眼中，已不像过去那样遥遥领先。“我们提供所有超大规模云服务商中最广泛的模型选择，因此客户可以在 OpenAI、Anthropic、开源模型等之间为特定工作负载选择最合适的模型。目前已有超过 10,000 家客户使用了不止一种模型，”他说道。
Time will tell if this deal is really a win-win. In the meantime, Microsoft keeps delivering cloud growth and profits. 时间会证明这笔交易是否真的是双赢。与此同时，微软将继续保持其云业务的增长与盈利。