美团2025年业绩显示收入3649亿元，同比增长8%，但净亏损234亿元。CEO王兴强调将AI作为核心战略，推进自研大模型LongCat研发，以理解物理世界数据。目前美团App已上线AI助手“小团”，并推出独立应用“小美”。
微软否认下调AI业务增长目标，尽管有报道称部分销售团队未完成业绩。此前有消息称，因多个团队未达目标，微软降低了AI业务增长预期，例如某美国部门仅少数销售人员完成Azure Foundry增长目标。
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