Microsoft 高管：衡量 AI 投资回报不能只看自动化
微软负责 AI 转型的高管说了句实话：光算自动化省了多少人力，会低估 AI 的价值。她列举了风控、复杂度管理、定制化这些更难量化但更重要的收益。正在给 AI 项目定 KPI 的管理者可以拿这套思路来用。
Microsoft AI 与工作转型副总裁 Katy George 在接受 The Information 采访时谈到公司如何衡量 AI 的投资回报率。她认为 ROI 指标因业务而异，不能套用统一标准。她指出，AI 的价值不局限于自动化既有工作，还在风险降低、复杂度管理、细分与定制、收入增长等方向催生全新能力和流程。这类收益更难量化，但她强调它们比自动化节省的成本更重要。
这一表态反映出大型企业在落地 AI 时面临的真实难题：效率类收益容易用工时和成本核算，而能力类收益需要更长期的业务指标来验证。对正在制定 AI 预算和考核机制的企业管理者来说，Microsoft 的思路提供了一个参考框架：按业务场景分别设定衡量口径，而不是追求单一 ROI 数字。
How is Microsoft measuring AI’s return on investment?
Katy George, Microsoft’s Corporate Vice President of AI & Work Transformation, explains why the metric depends on the business.
“It's not just about AI doing automating work. We're actually seeing a lot of how AI creates whole new capabilities and processes around risk reduction, complexity management, segmentation, customization, revenue growth. And so those are a little harder to measure, but they're actually far more important."
This report is categorized under AITOP's "Industry" desk, focusing on US frontier AI labs and Silicon Valley technology leaders. Within our cross-regional analytical framework, it directly maps to AI developer toolchains, coding agents, and engineering workflows. Key entities and technical topics under continuous tracking include Microsoft, 企业AI, ROI, AI落地.
Source attribution: curated from The Information (@theinformation).
