Microsoft CEO Nadella: Majorana 1 drives breakthroughs in quantum computing, cloud services emerge as the biggest winner in the AI industry

Microsoft (Microsoft) has made significant breakthroughs in the field of AI and quantum computing, with two research papers published in the renowned journal 'Nature' on the same day, causing a global follow. Microsoft CEO (Satya Nadella) was interviewed on 2/20 to share the context of Microsoft's technological development, future technology trends, and to discuss how AI is changing the world, how quantum computing is accelerating scientific research, and even potentially reshaping the industrial landscape.

AI will face major changes, who can seize the opportunity

Nadella looks back on the history of technological development, and believes that the rise of AI is similar to the technological revolution of the 80s and 90s, from the debate between CISC and RISC architectures, the rise of x86 servers, to the transformation of Windows NT. The technology industry always makes major decisions at critical moments.

The changes brought by AI today are even more comprehensive than those of the past (Full Stack), reshaping everything from the basic computing architecture to the application layer. Nadella believes that the combination of cloud computing and AI will bring about a huge industrial upgrade, and enterprises must grasp the 'technology trends' and 'business models', otherwise they will miss historic opportunities.

He cited an example that Microsoft successfully adapted to the transition of the Web in the past, but missed out on the huge profits of search engines, allowing Google to emerge as the winner. He emphasized, "Technological trends are important, but more crucial is understanding the key to value creation, otherwise, it's just paving the way for others." This also applies to the AI industry, where companies need to not only develop AI but also find models that can truly create value.

Where are the AI business opportunities, the cloud giants are still the big winners

In terms of the development trend of the AI industry, Nadella believes that hyperscale computing in the cloud will be the big winner, and the demand for cloud services such as Microsoft Azure will continue to soar, as the need for AI computation comes not only from training, but also from future inference loads, which will far exceed training, indicating that the market for cloud providers will further expand.

However, he also emphasized that AI will not be a winner-takes-all market, and enterprise users will not allow a single supplier to monopolize the market. The development of AI models will be similar to the competition between Windows and open-source Linux in the past, and open-source AI will also be an important competitor in the future.

In addition, the application scope of AI is increasingly widespread, ranging from enterprise applications and consumer markets to government regulation. In the future, governments of various countries will also begin to intervene in the development of AI, so the competition of AI is not only about technology and market, but also involves policy and regulatory environment.

The economic impact brought by AI will redefine the value of labor

The host asked, "Will AI change the global economic structure? Will it affect the value of human work?" Nadella said that AI may bring about a similar impact to the Industrial Revolution, and may even condense 250 years of technological progress into 25 years.

However, he emphasized that economic development cannot rely solely on technology, and whether global GDP actually grows is the key to the success of AI. He pointed out: 'If AI really brings 10% economic growth, the global market could add $10 trillion in value in just one year, that is the real AI revolution.'

However, labor value remains a key challenge. If AI only increases capital returns without increasing labor value in sync, society may experience serious imbalances. Nadella believes that in the future, the definition of which 'labor' is more valuable will be redefined, such as interaction between people, creative work, decision-making, and management abilities may become more valuable.

Quantum computing has made a major breakthrough, and the moment of Microsoft's transistor has come

Nadella also talked about the second breakthrough announced by Microsoft, which is (Quantum Computing), describing it as the (Transistor Moment) of quantum computing.

Microsoft's research team has successfully achieved the Majorana Zero Mode, a new type of material state that can effectively reduce quantum computing errors, laying the foundation for the development of Utility-Scale Quantum Computer.

Nadella said, "This is like inventing the first transistor, and now we finally have a mass-producible quantum computing architecture." Microsoft has now launched the Majorana 1 quantum chip and will build a (Million-Qubit) quantum computer in the future, which will greatly enhance computing power, especially in the fields of chemistry, materials science, and biology.

AI and quantum computing combine to accelerate science

Nadella believes that the combination of AI and quantum computing will usher in a whole new era of technology. For example, AI can simulate quantum physical phenomena to train more accurate models, while quantum computing can accelerate AI training. The two reinforce each other and may bring revolutionary breakthroughs in fields such as new material development, drug design, and energy technology in the future.

He even suggested that Microsoft's goal is to make technological progress in the next 250 years and achieve it within 25 years. It means that humans may be able to achieve new energy technology, precision medicine, new material inventions, and even space travel within 25 years.

Microsoft's vision for the future that redefines the way businesses operate

Nadella concluded by talking about the future of business, arguing that AI will make organizations smarter and more resilient. For example, in the future, the inbox of the enterprise will no longer be just an email, but an intelligent work platform managed by an AI agent (AI Agent), helping decision-makers process information, manage projects, and even assist senior leaders in making critical decisions.

In terms of enterprise applications, Microsoft Office is also transforming into an intelligent work assistant (Copilot). In the future, AI may not just be a tool, but a part of enterprise management, such as AI participating in board decisions and becoming the "smart advisor" of the enterprise.

Microsoft's technological ambitions, AI and quantum computing will change the world

In summary, Nadella's interview demonstrates Microsoft's ambition in the two major fields of AI and quantum computing. Not only does it discuss how technology drives economic growth, but it also analyzes how humans can coexist with AI and how enterprises can transform. With AI becoming more powerful and quantum computing technology breaking through, the next 10 years may be the most crucial period for the global technology industry. Whether Microsoft can lead the industry transformation with these two breakthroughs is worth following globally.

(Microsoft's first quantum computing chip Majorana 1 is here! It is expected to drive breakthroughs in data centers, chemistry, and medicine in the future)

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