能力过剩时代，AI瓶颈已不在模型 | 萨提亚·纳德拉 | 微软 | All-In Summit | AI减速 | AI安全 | 奖励黑客 | 互操作标准 | Copilot | 开源AI | MAI
2026年9月All-In Summit上，微软CEO纳德拉在36分钟炉边对谈中回应了AI圈热议的"减速之争"。他从服务人类、人类控制、广泛扩散三条常识出发，区分了平庸的DevOps错误与真正新颖的"奖励黑客"风险，提出AI在企业中的新型内部人风险。纳德拉判断当前已出现"能力过剩"，瓶颈不在模型而在扩散，强调变革管理、互操作标准和数据主权。商业层面，他认为开源对前沿实验室的制衡是好事，版税全归模型层不成立。微软自研MAI模型，Copilot企业订阅超3000万，建议企业"用所有模型但不依赖任何一个"。最后以华盛顿州昆西数据中心近20年数据为例，强调科技公司需要练就"赢得社会许可"这块新肌肉。
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