我最近一直在思考一个问题：AI 这一波平台浪潮的净收益究竟是什么？真正的问题是 —— 如何让所有公司都能从这次平台转移中受益，并构建属于自己的 AI 原生能力与企业价值，而不是在无意间把自己的独特价值 转移给科技行业。 比尔·盖茨曾经说过： 当所有使用某个平台的参与者所创造的经济价值超过平台本身创造的价值时，这个平台才算真正成立。 这正是“正和未来”（positive-sum future）的核心。 即使在我们这个有点零和思维的行业中，我们仍然可以建立让所有参与者都获益的合作关系。 我们与 OpenAI 的合作就是一个典型例子： 我们的投资帮助他们扩展规模；他们的研究加速了我们的创新。这就是健康的平台与合作伙伴应做的事 —— 催化并叠加进步（catalyze and compound progress）。 本周我们宣布的成果就是最好的证明： 全球首个 AI 超级工厂由我们与 OpenAI 共同设计，并基于我们为前沿模型训练和推理打造的三代 AI 超级计算机。 它也是我们与 Nvidia 深度合作、并在模型架构到芯片微架构之间的整个技术栈上不断优化的结果 —— 三家公司共同促进了技术演进。 我们还推动 AMD 加入整个推理机队，让他们能以 GPT 模型为载体快速提升自己的 AI 软件栈。 如今，这些基础设施将扩展，支持所有从初创到大型企业的团队进行自己的训练与推理任务。 在编码领域，你可以看到同样的动态。 因为 AI，这个赛道本身正在扩大，甚至可能成为未来最大的软体类别之一。 我以前从未见过分析师问我 “Visual Studio 的收入是多少”，但现在所有人都对 AI 编码工具感到兴奋。 这也是“正和效应”的体现 —— 当一个赛道被重新定义，市场规模变成原来的 10 倍！ 凭借 GitHub Copilot，我们竞争市场份额；凭借 GitHub 和 Agent HQ，我们也为他人提供平台。 当然，这个时代真正的考验并不是又一家科技公司创造新的市值纪录。真正的考验将是 整体经济与社会是否因此达到新的高度。 当一家制药公司使用 AI 进行体外模拟（in silico）研发，使一种新疗法从 12 年缩短到 1 年上市； 当一家制造企业利用 AI 在一夜之间重塑供应链； 当一名教师为每个学生实现个性化授课； 当农民使用 AI 预测并避免作物减产 —— 那时我们才会知道系统真正运作起来了。 让我们摆脱零和思维和“赢家通吃”的炒作，专注于构建广泛的能力，使每家公司都能掌握这项技术的力量，实现自身成功，从而带动广泛的经济发展与社会收益。 每家公司都必须确保自己掌控自己的命运，而不是仅仅发布一份与某家科技/AI 公司合作的新闻稿，或者更糟 —— 在所谓的合作关系中长期被抽取价值、流失价值。 我们知道互联网浪潮曾给世界带来巨大正和效应，但也出现了局部被掏空的领域，比如地方媒体。 这一次，我们有机会确保技术的广泛扩散，通过更大的选择权与控制力，让正和效应覆盖全社会。 归根结底，这一波新的技术浪潮给了我们一个机会，让我们敢于做更大的梦，设定更高的目标，共同实现更多可能。 而我们每个人，都需要做好自己的那一部分。 I’ve been thinking a lot about what the net benefit of the AI platform wave is. The real question is how to empower every company out there to get more out of this platform shift and build their own AI native capabilities and enterprise value (vs inadvertently just transfer their unique value to the tech sector!!). Bill famously said a platform is when the economic value of everybody that uses it exceeds the value of the company that creates it. That’s the essence of the positive-sum future. Even in our somewhat zero-sum mindset industry, we can create partnerships that create value for all parties involved. Our partnership with OpenAI is a great example. Our investment helped them scale; their research accelerated our own innovation. That’s what healthy platforms and partners do—they catalyze and compound progress. There’s no better proof than what we announced just this week. The world’s first AI superfactory was co-designed with OpenAI and informed by three generations of AI supercomputers we built for frontier model training and inference. It was also a result of working closely with Nvidia and getting better at the full stack optimization from model architecture to micro-architecture of the chip and everything between three companies! We also did the work to bring AMD into the fleet doing inference of GPT models, which enabled them to get up to speed on their own software stack for AI. And now all this infrastructure will scale to support every startup to enterprise doing their own training to inference. You can see the same dynamic in coding. Thanks to AI, the category itself has expanded and may ultimately become one of the largest software categories. I don’t ever recall any analyst ever asking me about how much revenue Visual Studio makes! But now everyone is excited about AI coding tools. This is another aspect of positive sum, when the category itself is redefined and the pie becomes 10x what it was! With GitHub Copilot we compete for our share and with GitHub and Agent HQ we also provide a platform for others. Of course, the real test of this era won’t be when another tech company breaks a valuation record. It will be when the overall economy and society themselves reach new heights. When a pharma company uses AI in silico to bring a new therapy to market in one year instead of twelve. When a manufacturer uses AI to redesign a supply chain overnight. When a teacher personalizes lessons for every student. When a farmer predicts and prevents crop failure. That’s when we’ll know the system is working. Let us move beyond zero-sum thinking and the winner-take-all hype and focus instead on building broad capabilities that harness the power of this technology to achieve local success in each firm, which then leads to broad economic growth and societal benefits. And every firm needs to make sure they have control of their own destiny and sovereignty vs just a press release with a Tech/AI company or worse leak all their value through what may seem like a partnership, except it's extractive in terms of value exchange in the long run. We know that the Internet wave had tremendous positive sum impact in the world, and yet we also had some sectors that got hollowed out like local media. This time around we have the opportunity to ensure broad diffusion of this tech with choice and control that is distributed to ensure positive sum outcomes across the board. At the end of the day, this new technological wave gives us the opportunity to dream bigger and set higher ambitions for what we can collectively achieve. Each of us will need to play our part!