前微软 Azure 高管：收购潮预示 AI 未来
Fmr. MSFT Exec.: Buyouts Is a Harbinger of AI Future
前微软 Azure 高管 Sheila Gulati 在 Bloomberg "The Close" 节目中表示，微软、Alphabet 和亚马逊即将发布的财报将检验巨额 AI 与数据中心投入是否见效。她称 Azure 是企业核心的模型"编排者"，可让企业在基础模型、小模型和内部模型间按投资回报与 Office 生产力提升需求做定制选择。
Oct 27th, 2026
Fmr. MSFT Exec.: Buyouts Is a Harbinger of AI Future
Sheila Gulati, Founder and Managing Director of Total Capital and former Microsoft Azure executive, discusses how upcoming earnings from Microsoft, Alphabet, and Amazon will reveal whether heavy AI and data-center investments are paying off. She described Azure as a central model “orchestrator” for enterprises, enabling tailored choices among foundation, small, and internal models with a focus on return on investment and productivity gains in Office. She speaks with Scarlet Fu & Kristine Aquino on "The Close."
来源：Bloomberg：Technology · bloomberg.com