[观点] 微软对 OpenAI 需要有更大话语权

软餐获悉，在 CEO 阿尔特曼被炒后又迅速回归 OpenAI 之后，观察人士认为，该公司最大的投资者微软面临着更加复杂的局面和任务。

• 微软需要争取 OpenAI 董事会席位和更多话语权。尽管最近向 OpenAI 投资 100 亿美元并获得了 49% 的股权，但微软在 OpenAI 并未获得任何董事会席位或任何实际的权力。与 OpenAI 的紧密合作让微软在生成式 AI 的竞争中占据了优势，进一步巩固与 OpenAI 的关系十分重要。
• 同时，微软想对冲过于依赖 OpenAI 的风险。微软已经在向大企业客户销售生成式 AI 工具 Copilot 数字助理，外界对微软的云服务有很高期待。OpenAI 解雇其 CEO 就冲击了微软的股价，这表明微软加大投资以建立自己的 AI 技术同样重要，尽管复制 OpenAI 是一项耗时且艰巨的任务，并可能让谷歌和亚马逊等对手迎头赶上，但微软没有其他选择。

After CEO Altman’s swift return to OpenAI following his firing, observers believe that the company’s largest investor, Microsoft, is facing a more complex situation and task.

• Microsoft needs to secure seats on the OpenAI board and more influence. Despite recently investing $10 billion in OpenAI and acquiring a 49% stake, Microsoft has not gained any board seats or substantial power within OpenAI. Close collaboration with OpenAI has given Microsoft an advantage in the generative AI competition, making it crucial to further solidify their relationship.
• At the same time, Microsoft wants to hedge against the risk of overreliance on OpenAI. Microsoft has already been selling its generative AI tool, Copilot, to large enterprise customers. The firing of OpenAI’s CEO has impacted Microsoft’s stock price, indicating the importance of increasing investment in building its own AI technology. However, replicating OpenAI is a time-consuming and challenging task that may allow competitors like Google and Amazon to catch up.