Microsoft CEO Nadella on AI PC Plans, Taking on Apple, Fostering Competition

Summary

このスクリプトでは、新しいバージョンのWindowsがA.I.によってパワーアップし、デバイスに独自のA.I.を搭載することで、これまでとは異なる体験が得られると紹介されています。新しいSAICに搭載されたニューラルプロセッシングユニット（NPU）により、A.I.モデルをローカルで処理できるようになりました。特に注目されるのは「Recall」と呼ばれる写真記憶機能や、Minecraftでの協力プレイヤー「copilot」など、Windowsに組み込まれたさまざまなA.I.機能です。さらに、第三者企業もcopilotを活用して開発を進めており、WindowsのフルスタックをA.I.時代に合わせて再考する意欲が感じられます。

Takeaways

• 🚀 新しいバージョンのWindowsは、A.I.によってパワードされており、デバイスに個人のA.I.アシスタントを提供します。
• 🧠 Windowsには、CPUやGPUに加えて、A.I.モデルをローカルで処理するためのニューラルプロセッシングユニット（NPU）が搭載されています。
• 📸 Windowsマシンには40以上のA.I.モデルが組み込まれており、様々なエクスペリエンスに使用されています。
• 🔍 「Recall」という写真記憶機能が搭載されており、ユーザーの行動を記録し、高速で応答します。
• 🤖 Windowsに組み込まれた「Copilot」は、単なるアプリではなく、ユーザーを支援するシェルのような存在です。
• 🎮 Copilotはゲームプレイにおいても支援が可能です。Minecraftでのデモンストレーションで、プレイヤーの競争力を向上させています。
• 🤝 第三者アプリもCopilotと連携し、AdobeなどがPCと連携して提供する機能を示しました。
• 💡 A.I.は、ユーザーがPC上で行う創造的な活動をサポートし、情報の合成や判断の支援を行うアシスタントです。
• 🌟 「co-create」デモでは、A.I.が画家をインスピレーション支援し、ユーザーが創造的なプロセスを通じて満足感を得ることができます。
• 📈 Microsoftは、ARMベースPCの性能を向上させ、AppleとWindowsの間で競争を再燃させようとしています。
• 💼 規制当局が競争を促進することが重要であり、Microsoftは競争を促進するためのパートナーシップを重視しています。
• 🌐 Microsoftは、グローバルに展開し、中東やアジア、アフリカ、ラテンアメリカの人々が技術の恩恵を受けられるようにパートナーシップを結んでいます。
• 🤝 OpenAIはMicrosoftの歴史上最も近いパートナーであり、Windowsに最新のイノベーションを組み込んでいます。
• 📱 OpenAIがMacに先駆けてアプリをリリースし、iPhoneでも同じことが予想されますが、Microsoftはそれにも対応しています。
• 🔧 安全性はOpenAIとMicrosoftの共同の関心事であり、A.I.の安全性を確保するためにAzure AI Serviceを活用しています。

Q & A

Windowsの新しいバージョンはどのようにしてAIを活用していますか？

Windowsの新しいバージョンは、NPU（ニューラルプロセッシングユニット）を備えた新しいSAICを搭載し、CPUやGPUと同様にAIモデルをローカルで処理することができます。これにより、Windowsマシン上で40以上のAIモデルが使用され、様々な機能に活用されています。

「Recall」という機能とは何ですか？

「Recall」は、Windowsに組み込まれた写真記憶のような機能で、コンピュータがユーザーの行動を記憶し、高速で応答することができます。

「Copilot」はどのような機能を提供していますか？

「Copilot」は単なるアプリではなく、Windowsに組み込まれたアシスタントであり、ユーザーの作業を支援します。例えば、Minecraftのプレイ中に協力して競争力を高めるなど、多様なエクスペリエンスを提供しています。

AIがWindowsにどのような影響を与えると予想されますか？

AIはWindowsにおける創造性と生産性を高めるアシスタントとして機能し、ユーザーが情報を合成し、新しい情報を創造し、洞察を得るのを助けます。

ARMベースのPCについてどのように考えていますか？

ARMベースのPCはパフォーマンスの面で切り先端であり、CPUの性能が非常に高いと評価されています。NPAと組み合わせることで、新しいWindowsエクスペリエンスが提供されると期待されています。

AppleとWindowsの間でどのような競争が期待されますか？

MicrosoftはAppleと同様の素晴らしい仕事をしてきましたが、今後はWindowsとMacの間でより強い競争をもたらすことを目指しています。

Microsoftはどのようにして競争を促進していますか？

Microsoftは競争を促進するために、G42というアブダビの会社とのパートナーシップを結んでおり、UAEとアメリカ政府の間で協力関係を築いています。

OpenAIとのパートナーシップはどのようなものですか？

OpenAIはMicrosoftの最も重要なパートナーであり、最新の技術革新をWindowsに組み込むことで、両社は協力して進化を続けています。

AIの安全性に関する懸念はどのように対処していますか？

AIの安全性は最も重要な特徴として扱われており、Azure AI Serviceを利用して、新しい脅威に対処し、ローカルモデルの安全性を確保しています。

OpenAIからの最新のモデルアップグレードはどのようなものでしょうか？

OpenAIは継続的にモデルを改善しており、最新のアップグレードではマルチモーダル能力をモデルに組み込み、CopilotやChatでの力が向上しています。

AIの安全性に関する内部の懸念はどのように対処していますか？

OpenAIとMicrosoftは安全性に重点を置いた開発を進めており、実際の問題に対処しながらも、安全性を常に最優先しています。

Outlines

00:00

🤖 WindowsのAIパワーアップと新機能

WindowsはAIを駆使して新たなバージョンを展開しており、これはデバイスに個人のAIアシスタントを持つことを意味します。新しいSAICとNPUを備えたAIモデルをローカルで処理し、Windowsに組み込まれた様々な機能を活用しています。特に「Recall」と呼ばれる写真記憶機能や、Minecraftでの協力プレイヤー「co-pilot」が話題です。さらに、Adobeなどの第三者開発者がco-pilotを利用して新しい機能を展開しています。これにより、AIはユーザーがPC上で創造するプロセスを支援し、新しい情報を合成し、洞察を得るのを助けます。

05:02

🌐 グローバルな競争とパートナーシップの重要性

MicrosoftはARMベースのPCを展開し、最先端のCPUとNPUを組み合わせて競争力を高めることを目指しています。AppleとのWindowsとMacの競争を再び激化させることで、市場への良い競争を提供することを望んでいます。また、投資やパートナーシップを通じて競争を促進し、規制当局が市場における競争を維持し続けることに焦点を当てることが必要です。Microsoftはグローバルに展開し、中東やアジア、アフリカ、ラテンアメリカなど、世界中の人々がテクノロジーの恩恵を受けられるようにパートナーシップを強化しています。

Keywords

💡A.I.

A.I.とは、人工知能の略で、コンピューターが人間のように思考し、判断し、学習する能力を持つ技術です。ビデオでは、A.I.がWindowsデバイスに組み込まれ、ユーザーの日常生活を支援する新しい機能として紹介されています。たとえば、A.I.が絵を描き、写真を撮るなどの創造的な活動を支援する例が挙げられています。

💡Windows

Windowsは、マイクロソフトが開発したオペレーティングシステムです。ビデオでは、A.I.がパワーにされた新しいバージョンのWindowsが紹介されており、A.I.モデルをローカルで処理することができる新しいSAIC（システム・アセット・アイコン）が搭載されたと説明されています。

💡SAIC

SAICは、システム・アセット・アイコンの略で、ビデオでは新しいA.I.パワードなWindowsに搭載された新しいタイプのプロセッサとされています。SAICは、NPU（ニューラルプロセッシングユニット）を備えており、A.I.モデルをローカルで処理することができます。

💡NPU

NPUは、ニューラルプロセッシングユニットの略で、A.I.アルゴリズムを実行するための特別なプロセッサです。ビデオでは、NPUがSAICの一部としてWindowsに組み込まれ、A.I.モデルを効率的にローカルで処理することができると説明されています。

💡Recall

Recallは、ビデオで紹介されたWindowsの新しい機能の一つで、写真記憶機能と呼ばれています。この機能により、コンピューターはユーザーが行ったすべての操作を記憶し、高速でアクセスすることができます。

💡Co-pilot

Co-pilotは、ビデオで紹介されたWindowsに組み込まれたA.I.アシスタントです。ビデオでは、Co-pilotがユーザーを支援し、特定のタスクを実行する際のアシスタンスを提供する例として、Minecraftでのプレイが挙げられています。

💡ARM

ARMは、アドバンスト・RISC・マシンの略で、マイクロプロセッサのアーキテクチャです。ビデオでは、マイクロソフトがARMベースのPCを開発し、新しいARMプロセッサがWindowsに搭載されたと説明されています。

💡Adobe

Adobeは、マルチメディアおよび創造ソフトウェアを開発する企業です。ビデオでは、AdobeがCo-pilotとWindows PCを活用し、新しい機能を提供する予定とされています。

💡Co-create

Co-createは、ビデオで紹介されたA.I.が創造的な活動を支援する機能です。ビデオでは、A.I.がユーザーの絵画活動をインスパイアする例が挙げられており、A.I.の助けを借りて創造的な作品を作ることができます。

💡OpenAI

OpenAIは、人工知能技術を研究し開発する企業です。ビデオでは、OpenAIとマイクロソフトが協力し、A.I.技術をWindowsに統合し、新しい機能を提供していると説明されています。

💡G42

G42は、ビデオで言及されたアブダビの企業で、マイクロソフトと提携しています。ビデオでは、G42とのパートナーシップがテクノロジーの波を全世界に広めるために重要なパートナーシップであると強調されています。

Highlights

A new version of Windows is powered by A.I., providing users with a personalized AI on their devices.

The new SAIC with an NPU (Neural Processing Unit) allows local processing of AI models.

Over 40 AI models are integrated into Windows machines, enhancing various built-in experiences.

Introducing 'Recall', a photographic memory feature for Windows.

Co-pilot is not just an app, but an integral part of Windows, assisting users in their tasks.

Co-pilot helps users in activities like playing Minecraft, enhancing their competitiveness.

Third-party developers like Adobe are leveraging co-pilot for their applications on PCs.

AI acts as an assistant to help users synthesize information, make judgments, and create.

The 'co-create' feature allows AI to inspire users while they engage in creative tasks like painting.

Microsoft aims to bring competition back to the Windows versus Mac market.

ARM-based PCs with the best ARM processors are now available, offering cutting-edge performance.

Microsoft's investment in Inflection and hiring of Mustafa Suleyman signifies a strategic move in AI.

Regulators' focus on fostering competition is crucial for the tech industry's growth.

Microsoft's partnership with G42, a UAE-based company, has geopolitical implications and involves the US government.

The goal is to expand technological benefits globally, particularly in the Middle East, Asia, Africa, and Latin America.

OpenAI's integration with Windows brings the latest innovations from both companies to the platform.

OpenAI prioritizes safety alongside the development of new AI models and features.

The importance of iterative development and real-world testing for improving AI safety.

Azure AI Service is used to ensure the safety of AI models by learning from new adversarial attacks.

Transcripts

You've got a new version of Windows powered by A.I.

that basically means you have your own air on your own device.

How will this AI powered hardware experience be totally different from

what we've seen before? First of all, thank you so much for

having me. Emily up.

Yeah, I mean, it's a really a ground up re-imagination from silicon.

So we have a new SAIC that has the NPU. So think about it as we've always had

CPUs and GPUs, and now you have neural processing units to, in fact, locally

process these AI models. We have 40 plus AI models that are local

on Windows machines that then are being used by a variety of experiences that we

have built into windows, starting with this photographic memory feature called

Recall, which is just phenomenal. And of course, copilot is built in to

windows, and copilot is just not an app. It's sort of a shell of audience that's

going to be there assisting you as you you'd be short a demo of somebody

playing Minecraft and you know me just sharing my Minecraft screen with

co-pilot and co-pilot helps me finally be as competitive with my daughter on

Minecraft as always dreamed of. Right.

And so and then, of course, the third parties, I mean, Adobe showed how

they're bringing all of what they do to copilot plus PCs and and many, many more

other developers. So it's an exciting day for us to have a

complete rethink on the full stack of Windows for the Age.

I bet you're pretty good on Minecraft. Just a hunch This new feature recall

means your computer basically has a photographic memory of everything you do

on it, and the speed at which this is all happening is just so fast.

It seems so UN Preston added. How will this really make things

different for consumers and change our daily routines?

Yeah, I think if you think about the PC, it has always been about, you know,

creating things, right? Which is it's about being able to

synthesize lots of information, create new information, pass better judgment,

gain insights and act right. That's what you sort of do on a PC.

A.I. is an assistant.

AI helps you as a as an end user, do anything right to.

One of the most beautiful demos today was even this thing called co-create,

right? I am in paint and I'm painting a nice

spring Seattle day and I won mountains with wildflowers and I can now have the

AI assistant. That painter in me now can be inspired

by A.I., but ultimately I'm the one painting and I get that satisfaction.

I feel One of the things that's been one of my co-workers is telling me when her

five year old is saying for the first time, Give me designer time.

That's what it feels like in the late eighties, in the early nineties, when we

all got fell in love with PCs, that was what really got us going, which is the

ability to use computers to create. And I think this AI is just going to

take it to the next level. Microsoft has had trouble keeping up

with some of the new cutting edge Macs, and you did do a lot of side by side

comparisons today. Have you narrowed the gap today?

Truly? And how much share do you think you can

take from Apple? Well, I mean, I think today was a day

where we brought some of the efforts that we have had for a long time all

into focus and really brought cohesiveness to that.

Right. For example, we've been on this journey

to bring, I call it, ARM based PCs for a while.

Finally, we now have the best ARM processors, which are really the

performance of the CPU itself is cutting edge.

Then you combine it with the NPA and these experiences.

I think we are now going to start just like know when it comes to the cloud.

Let me take another one, right, which is when we were we came from second and

became a leader in the age on the cloud. I hope on the PC we bring good

competition. I mean, Apple has done a fantastic job.

We now want to bring real competition back to the Windows versus Mac.

When it comes to the age, you've been doing a lot of unique deals to move

quickly. For example, this $650 million

investment and inflection. You hire the team, you hire the

co-founder, Mustafa Suleyman. Are you at all worried that regulators

are going to crack down on investment and Apple hires the way they have

cracked down on M&A? Like, do you wish you could be buying

these companies outright? I mean, look, I mean, the regulators

have to do what they have to do to make sure that ultimately there's

competition. Right.

I mean, if that is the case, then I think I think one of the fundamental

things that I think all regulators need to stay grounded on is where is

competition, What are the sources of competition and how to foster them.

To me, that's what we're doing right today.

There is a formidable amount of competition, right?

Whether it is between the big players or the small players and as partnerships

are also a source of competition. So I don't think that this is about 81

company acquiring or not acquiring, but it's about competition.

And as long as regulators are focused on that and we focus on it, I think we'll

be fine. Microsoft just took a big stake in the

Abu Dhabi. Company G 42, Brad Smith joined the

board. This is a company that at least at one

point had ties to China. So there do seem to be some big

geopolitical implications here. Is this your play in a tech Cold War?

You know, first of all, you know, it is important for us to be grounded in the

fact that we're a multinational company, but that also happens to be an American

company. So we did this partnership with G42 and

the UAE with sort of the real involvement of the US government as

well, where the US government has now, I know, an assurance program with the UAE,

which both the government, you know, it's a state to state agreement and that

allowed us in fact created the conditions for G42 and Microsoft to come

together. But I think it's important for us as a

company to be grounded in the fact that we need great partners who then allow us

to expand what we are doing globally. Right?

Because at the end of the day, one of my dreams has always been entity that can

the, you know, the information revolution, perhaps after the industrial

Revolution was sort of magical in the sense that it diffused fast around the

world. But this intelligence revolution to me

can even take it even to the next level, right.

Which is when people in the Middle East or whether it's in Asia or Africa or

Latin America, can enjoy the benefits of this technological wave, that's not

going to require real partnerships. And I'm very excited about this one.

Open Air is your closest partner in Microsoft history.

They just released a chat app for Mac before Windows, and we're reporting the

same is going to happen for the iPhone. How do you balance partnering with them

and competing for their attention? You know, first of all, you know, like

opening, I will decide how to prioritize platforms and and how to really go about

managing their roadmap. But we're really excited.

In fact, you know, I'm thrilled to have, you know, today when you saw the launch,

we basically took GPO and made it part of copilot.

So Windows is going to have some of the latest innovation from open air and the

latest innovation from Microsoft built into Windows.

So so therefore, I'm thrilled about that prioritization of the Mac strategy.

Betty Ferraro, as you know, it's pretty big.

Wow. Have you tried chat up to five Oh, so

the latest? Yeah, of course.

What about the next one we hear? Reasonable.

You mean you mean the next version, which I believe is not be named.

So I don't want to talk for that. But, you know, look, I think Openai as a

company has really focused a lot on not only moving the frontier forward, but

also doing it with really safety first. And so they're very carefully thinking

about what's the next big model. But the thing that, oh, like I don't

want to understate the innovation in what they just launched last week,

Right. Which is just the first time they've

been able to bring multimodal capabilities natively into the model.

And you're seeing it like in the wild as you use copilot or chat, you can see the

power. You know, most people think, oh, GPT

four came out, what, 15, 16 months ago, but it's not been static.

It has been continuously getting better and we're excited about it.

So on that note, you stressed trust a lot in your keynote today, but there

have been renewed concerns over the weekend about safety at open air.

More key employees have left, one saying safety has taken a backseat to shiny new

products. What kind of conversations have you had

with Sam Altman about this? Look, I mean, at least one of the

fundamental things that brought Open Air and Microsoft together way back even in

2019 was that focus on how do we make sure that we can make progress And that

time it is not even clear as to whether things will even work the way they work.

Right. But even there, that company was very

grounded on the mission around, hey, we want to bring the benefits of this to

the broader set of audience and do it safely.

So and that requires, at least in my mind, I fall into the camp of iterative

development of it. Right.

You got you can't just be in the lab. You have to get it to into the real

world. See the adversarial attacks make the

safety harnesses better. That doesn't mean you don't take safety

first as the most important feature. In fact, I say even at Microsoft, which

is the most important feature of Nigeria, is our safety service, because

that's what even gives us permission to deploy anything, right?

You can't just deploy. I mean, if I take the base model, like

even take today's announcement, it's just so important, right?

Windows now will have 40 plus models that are going to be onboard on Windows.

But guess what? In order to keep them safe, we will use

the Azure AI Service because we'll be learning every hour of every day what is

the new adversarial attack and that knowledge that learning will keep all

the AI models safe because the next jailbreak that happens, we will learn

about it and make sure that that doesn't happen on the local model.

And so that's, I think, the only way we're going to keep A.I.

safe.