一位微软云计算高级主管要求团队领导寻找将成本削减至少20%的方法，《信息》援引知情人士报道称。我们未能独立核实该报道，微软对此提出异议。
A senior Microsoft cloud boss has asked team leaders to find ways to cut costs by at least 20%, The Information reported, citing people who know about the plans. We have not independently verified the report, and Microsoft disputes it.
“Azure领导层并未指示团队制定成本削减计划，”微软发言人对《信息》表示。
“Azure leadership has not directed teams to develop cost-cutting plans,” a Microsoft spokesperson told The Information.
“每家负责任的公司都会为各种情景和市场动态做准备，无论是积极的还是消极的，”发言人补充道。
“Every responsible company prepares for a range of scenarios and market dynamics, both positive and negative,” the spokesperson added.
据报道，该要求来自吉里什·巴布拉尼，他负责管理为微软云服务器构建软件的Azure团队。该团队约有11,500名员工，《Stocktwits》援引《信息》的报道称。
According to the report, the request came from Girish Bablani, who runs the Azure group that builds software for Microsoft’s cloud servers. The group has about 11,500 staff, Stocktwits reported, citing The Information.
这些节省将有助于支付微软在AI数据中心上的巨额支出，报道称。它们还将用于提高员工薪酬以留住被Meta和Anthropic等竞争对手争夺的人才。
The savings would help pay for Microsoft’s heavy spending on AI data centres, the report said. They would also fund higher pay to retain staff being courted by rivals such as Meta and Anthropic.
具体措施仍在讨论中，可能包括终止与外部承包商的合作。报道未说明是否会裁员。微软上一次进行深度裁员是在2025年7月，当时裁员约9,000人。
The exact steps are still being discussed, and could include ending deals with outside contractors. The report did not say whether jobs would go. Microsoft last made deep cuts in July 2025, when it laid off about 9,000 people.
本周早些时候，《信息》还报道称云计算负责人斯科特·古思里正在重塑Azure的领导层。
Earlier this week, The Information also reported that cloud chief Scott Guthrie is reshaping Azure’s leadership.
根据该计划，阿伦·乌拉格将监督巴布拉尼及其他高层领导，如Azure技术首席马克·鲁西诺维奇和安全负责人查理·贝尔。乌拉格还将负责Azure Core，该部门向包括OpenAI在内的企业出售算力。
Under that plan, Arun Ulag will oversee Bablani and other top leaders, such as Azure’s tech chief Mark Russinovich and security head Charlie Bell. Ulag will also run Azure Core, which sells computing power to firms including OpenAI.
微软一直在大力投入以建设AI能力。周一，它表示其自研的Maia芯片将成为2027年起运行其AI服务的主要系统。它计划在下个月的Ignite大会上分享更多信息。
Microsoft has been spending heavily to build up AI capacity. On Monday, it said its own Maia chips would become the main system for running its AI services from 2027. It plans to share more at its Ignite conference next month.
9月，微软首次单独报告Azure的收入。云业务在6月财季收入达294亿美元，年增42%。
In September, it also began reporting Azure’s revenue separately for the first time. The cloud business brought in $29.4 billion in the June quarter, up 42% year over year.