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微软与 DeepSeek:从 Azure 上架到 Foundry 多模型平台

微软在 Foundry 提供 DeepSeek 模型,但各版本生命周期不同。本文梳理截至 2026 年 10 月的可用状态、云端与本地部署差异,以及 Copilot 相关进展。
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微软与 DeepSeek 的关系,目前最准确的说法是:微软在 Microsoft Foundry 等平台托管并提供 DeepSeek 模型,供开发者和企业选择使用;现有材料并不证明双方存在独家合作、合资或联合研发关系。模型可用性也随版本和生命周期变化:截至 2026 年 10 月 7 日,微软生命周期表列出 DeepSeek V4 Flash 和 V4 Pro 为正式可用(GA),而部分较早的 R1 版本已退役。

微软和 DeepSeek 是什么关系?

这是一种以云平台提供模型为核心的产品关系,而不是已证实的独家战略联盟。2025 年,微软宣布 DeepSeek R1 进入 Azure AI Foundry 模型目录和 GitHub;开发者可以在 Foundry 中查找模型、部署端点、获取 API 凭证,并使用 Playground 和评估工具进行试用与评估。微软当时称 Foundry 目录包含“over 1,800 models”,这是该公告发布时的目录规模描述,不代表当前数量。微软 Azure 博客公告

2026 年 4 月,微软宣布 DeepSeek V4 Flash 和 V4 Pro 加入 Microsoft Foundry;该公告于 2026 年 7 月更新。微软把这次上架放在模型编排和系统设计的语境中:团队可根据任务,在质量、速度和成本之间权衡,组合使用不同模型。上架本身并不能证明某个模型对所有任务更强、更快或更便宜;这些结论需要针对具体工作负载测试和核算。微软关于 V4 上架的公告

因此,这段关系更适合被理解为微软多模型平台方向的一个例子:平台让客户通过同一开发环境接触不同模型,并按自己的技术与业务要求作出选择。现有官方材料没有证明微软与 DeepSeek 存在独家合作、股权关系、合资企业或长期联盟。

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DeepSeek 在 Azure 上还能用吗?

微软 Foundry 生命周期表在 2026 年 10 月 7 日查询时,将 DeepSeek V4 Flash 和 V4 Pro 列为 GA(正式可用);表中也列出 DeepSeek V3.2 和 V3.2-Speciale 为 GA。与此同时,部分旧型号已退役,不能把 2025 年 R1 上架公告当作这些旧版本今天仍可部署的证明。Microsoft Foundry 模型生命周期与退役表

型号或版本 生命周期状态(截至 2026 年 10 月 7 日) 微软表中注明的后续型号或日期
DeepSeek V4 Flash GA 生命周期表另列 V4 Flash 0731 为 Preview,计划于 2026 年 12 月 3 日退役。
DeepSeek V4 Pro GA DeepSeek-R1 版本 1 的替代型号列为 DeepSeek-V4-Pro。
DeepSeek V3.2、V3.2-Speciale GA 生命周期表未注明替代型号。
DeepSeek-R1 版本 1 已于 2026 年 8 月 13 日退役 替代型号:DeepSeek-V4-Pro。
DeepSeek-R1-0528 已于 2026 年 7 月 13 日退役 生命周期表未注明替代型号。

GA 不等于任何用户、地区或工作负载都必然可以部署。实际可用性取决于账户、区域、部署选项及微软当时的服务说明;部署前应查看租户中可选的型号和 SKU。生命周期表会更新,若要据此作采购或生产部署决定,应重新核对状态。

Foundry 托管与 DeepSeek 官方服务有什么区别?

通过 Foundry 使用 DeepSeek,意味着从微软 Azure 平台访问由微软托管和管理的模型部署。微软称 Foundry 模型可按量付费,或选择预配吞吐量(Provisioned Throughput);后者用于预留容量,并可在模型之间调配。具体可用的部署方式、区域和条款应以账户中的服务选项为准。Microsoft Foundry 模型概览

这与直接使用 DeepSeek 自己的服务不是同一部署路径。选择 Foundry 的主要实际意义,是在微软的 Azure 环境中管理模型访问和应用集成;但不能仅凭“由 Azure 托管”推断特定客户获得了某种数据驻留、合规或安全保证。企业应核对具体地区、SKU、合同和当前服务条款。若需要比较价格,也应按所选版本、区域和部署方式查询实时报价:微软定价页面的已查快照中,多个 DeepSeek 型号的输入、缓存输入和输出单价显示为“$-”,不足以据此计算 Azure 与 DeepSeek 官方 API 的价格差异。Azure AI Foundry 定价页面

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怎样判断哪个模型和部署方式适合自己?

“哪个更强”不是足够具体的选型标准。开发者应先明确应用任务,再比较可部署的确切版本和部署形态。微软 2025 年的 R1 公告介绍了 Foundry 的评估工具,但现有材料没有提供 DeepSeek 各型号之间的独立性能比较结果。可按以下顺序评估:

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  1. 核对型号和生命周期。确认目标版本是 GA、Preview 还是已退役,并查明是否有替代版本。
  2. 明确部署位置。决定使用 Azure 上的 Foundry 托管,还是在微软公告所列的兼容硬件上尝试本地推理;两种方式有不同的运维和资源要求。
  3. 用真实任务测试质量。准备能代表实际工作的提示、输入和验收标准,在候选版本上评估输出,而不是仅凭型号名称或宣传描述作决定。
  4. 测量延迟、吞吐和成本。按目标区域、实际请求量及部署方式核对当前价格,并测量工作负载表现。现有定价页面快照不足以支持可靠的 DeepSeek 单价对比。
  5. 核实治理条件。由负责合规和安全的团队查看具体租户、地区、SKU 与合同条款,不把平台级托管说明当作无条件承诺。

微软还提醒,Preview 型号不应用于生产环境;预览部署可能升级到后续预览版本或最新稳定版本。依赖固定行为的应用,应将模型版本状态纳入上线和变更管理。Microsoft Foundry 模型生命周期政策

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DeepSeek 能在 Copilot+ PC 本地运行吗?

微软在 2025 年宣布,DeepSeek R1 的 7B 和 14B 蒸馏版本可用于 Copilot+ PC 的 NPU 本地推理。公告称支持先从 Snapdragon X 平台开始,随后扩展至 Intel Core Ultra 200V 和 AMD Ryzen 平台。微软当时将 Copilot+ PC 的 NPU 能力描述为超过 40 TOPS;这是微软对该设备类别规格的说明,不是跨设备的独立性能测试。Windows Developer Blog:Copilot+ PC 上的 DeepSeek R1 蒸馏模型

本地运行与在 Foundry 调用云端模型是两种不同用法。微软公告中的支持范围按处理器平台推进,不能推断所有 Copilot+ PC 或所有电脑都兼容;对具体设备,还应确认 NPU、处理器平台、内存和模型包要求。选择云端 Foundry 服务并不要求购买新的 Copilot+ PC。

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微软会把 DeepSeek 用在 Copilot 里吗?

截至 Axios 于 2026 年 6 月 16 日发表的报道,微软正在评估对 DeepSeek V4 微调的版本或其他开放模型,作为 Copilot Cowork 中 OpenAI 与 Anthropic 模型的潜在低成本选项。报道描述的是当时仍在评估的方案,不是微软已确认上线的 Copilot 功能;报道还称,如果采用 DeepSeek,模型将由 Azure 托管并由客户选择使用。Axios 报道

微软负责 Copilot、agents 与 platform 的执行副总裁 Charles Lamanna 在该报道中谈到按使用量收费时说:“We have users who do hundreds of tasks a week, which is great — they’re way productive — but the consequence is the costs can go very high.” 他所指出的是高频任务可能推高使用成本,并不构成 DeepSeek 已进入 Copilot 的证明。

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