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公开发言
6原话逐字核对过；转述不加引号在 90 年代和 2000 年代，我们的服务器业务非常健康；后来的云计算业务规模大了几个数量级，因为人们的计算消耗大幅增加。我认为智能体（Agent）时代的规模将比云计算时代再大上几个数量级。从潜在市场空间（TAM）的角度来看，这是极其广阔的。我们现在必须高度聚焦于确保每一次 Autopilot 运行、每一次协同工作和会话都能切实提升生产力，达成商业产出。
our server business was a very healthy business throughout the '90s and the 2000s, the cloud business was orders of magnitude bigger because people consumed more. I think the agent era will be even bigger than the cloud by orders of magnitude. So that from a TAM perspective is expansive. We now have to really stay focused on making sure that every autopilot, every co-work session, every chat session is in relation to driving productivity, driving a business outcome.
语境：纳德拉对比微机服务器时代、云时代与 AI 智能体时代，指出当智能体开始作为具备持续算力消耗的生产力要素介入企业流程时，全行业的市场规模（TAM）将迎来指数级膨胀。
我们希望能够服务每一家中小企业和大型跨国公司，满足它们的 Token 消耗、微调模型甚至自研前沿模型的需求。这比什么都重要——我们非常珍视与 OpenAI 的业务合作，他们是我们最大的客户之一；但我们的目标不是只拥有一个、两个或五个大客户，而是拥有成千上万个大客户。
We want to be able to serve every small and medium business and large multinational with their token consumption, their need for a fine-tuned model, maybe even their own frontier model. That's more important than, you know, we love our business with OpenAI. They're one of our largest customers. But our goal is not to have one large customer or two large customers or five large customers. It's to have many, many, many large customers.
语境：回应外界关于微软智算基础设施资本开支是否过度依赖 OpenAI 单一客户的质疑，纳德拉强调微软走的是面向全球数百万企业的超大规模云平台路线，而非少数几家模型玩家的专属算力中介。
纳德拉指出企业软件的人机协同正在从单次提示词对话演进至具备独立身份认证、持久计算环境与专属工作区的长程运行 Autopilot（数字幕僚长），能够自主承接企业内部长周期复杂任务。
语境：阐述微软 Autopilot 与底层开源 Harness 架构演进，说明企业级智能体落地需要兼备云端安全沙箱、长期记忆与真实业务上下文。
这项技术的广泛扩散才是最关键的所在，因为让这项技术的红利在各行各业全面显现才是它的核心价值。归根结底，如果你说要造福人类，就必须让它真正以服务人类的方式触达每一个人，而这意味着你必须拥有选择权、必须拥有充分的市场竞争。
the broad diffusion of this technology is the most critical thing because the benefits of this tech showing up everywhere is really what's all about right so at the end of the day if you sort of say serving humanity let it actually reach humanity in ways that it serves humanity and that means you got to have choice you have to have compet competition.
语境：Satya Nadella 反驳少数机构借安全之名放缓或垄断前沿模型的论调，强调技术扩散与多样化竞争才是保障公共利益的关键。
我们完全应该花足够的时间去测试系统。事实上，我非常赞同引入第三方测试机构的主张。我成长于一家始终把软件测试放在核心位置的公司，因此看到如今强调引入嵌入式的第三方测试机构，这很新鲜，但为什么不呢？这是一个极好的主意。
we should take all the time we want uh to test things. In fact I love this idea of having third party testers. Oh wow. You know I you know I grew up in a company that's always done testing. Uh so it's novel that we should say wow they're having embedded third party testers. Why not? It's a great idea.
语境：Satya Nadella 支持对前沿智能体进行更广泛的独立第三方安全测试，并主张打破前沿闭门小圈子的特权分配。
当前的 AI 本质上更接近一门需要受控实验的经验科学而非传统确定性软件工程，我们在培育智能而非制造机器，因此必须通过严格的受控环境与高透明度的第三方基准测试来防范非预期的奖励破解风险。
语境：Satya Nadella 引用 Ilya Sutskever 与 Jakub Pachocki 的观点：大模型更类似生物学培育，不可用传统白盒软件工程的预期来衡量其突现行为。