微软向约60,000名员工提供自愿离职补偿，AI关键团队被排除在外
Microsoft offers a quarter of its workforce voluntary severance while shielding AI-critical teams
- 1微软向约60,000名员工提供自愿离职补偿，约占员工总数四分之一，为2026年内第二次
- 2方案覆盖美加印英副总裁及以下员工，Xbox、Windows、Copilot、财务全部纳入
- 3数据中心、销售、网络安全和量子计算岗位被排除，多为微软AI战略的关键领域
- 4员工总数约223,000人保持平稳，CFO称2026年AI基建支出约$170 billion
微软用自愿离职替代强制裁员推进人员结构调整，资源向AI关键职能集中，用人规模不再随收入增长扩张。
- 影响：收入增长但编制停在约223,000人，头部公司正把增量资金转向AI基础设施而非扩编；自愿离职方式可降低调整阻力，被纳入的Xbox、Windows、Copilot等部门人员配置可能收缩。
- 参考：可考虑把编制规划与AI投入放在一起测算，先算出哪些职能属于战略关键、哪些可弹性收缩；值得参考自愿离职方案的设计方式，作为缩减编制时减少冲突的选项。
- 依据：人数、覆盖范围与AI支出数字均出自微软CPO备忘录及发言人说法，由The Decoder转述，属官方口径，暂无独立验证。
Microsoft is offering voluntary severance packages to about 60,000 employees, roughly a quarter of its workforce. Chief People Officer Amy Coleman wrote in a memo that the packages are "another way to adapt their workforce to changing needs." A spokesperson said Microsoft wants employees committed to tackling its toughest problems.
The program covers employees in the U.S., Canada, India, and the UK at vice president level or below. Xbox, Windows, Copilot, and Finance are fully included, while data centers, sales, cybersecurity, and quantum computing are excluded, areas that are mostly important to Microsoft's AI strategy.
It’s the company’s second such program in 2026. Microsoft offered buyouts to 8,750 U.S. employees in May and cut 4,800 jobs in July. Its workforce remains about 223,000, roughly the same as in 2022, despite strong revenue growth. As headcount stays flat, CFO Amy Hood says Microsoft plans to spend about $170 billion on AI infrastructure in 2026, down slightly from its original $175 billion plan.
AI News Without the Hype – Curated by Humans
Subscribe to THE DECODER for ad-free reading, a weekly AI newsletter, our exclusive "AI Radar" frontier report six times a year, full archive access, and access to our comment section.
来源：The Decoder：AI News · the-decoder.com