Meta未来支出承诺增至8250亿美元 AI算力军备竞赛再加码

2026-10-23 · 盈富优配

жүӢжңәжҹҘзңӢиҙўз»Ҹеҝ«и®Ҝ дёҖжүӢжҺҢжҸЎеёӮеңәи„үжҗҸ гҖҖгҖҖMetaжңӘжқҘж”ҜеҮәжүҝиҜәеўһиҮізәҰ8250дәҝзҫҺе…ғпјҢжҠјжіЁAIеҹәзЎҖи®ҫж–Ҫзҡ„еҠӣеәҰжҢҒз»ӯеҠ еӨ§гҖӮдёҺжӯӨеҗҢж—¶пјҢMetaеҚ•еӯЈиҮӘз”ұзҺ

жүӢжңәжҹҘзңӢиҙўз»Ҹеҝ«и®Ҝ

дёҖжүӢжҺҢжҸЎеёӮеңәи„үжҗҸ

гҖҖгҖҖMetaжңӘжқҘж”ҜеҮәжүҝиҜәеўһиҮізәҰ8250дәҝзҫҺе…ғпјҢжҠјжіЁAIеҹәзЎҖи®ҫж–Ҫзҡ„еҠӣеәҰжҢҒз»ӯеҠ еӨ§гҖӮдёҺжӯӨеҗҢж—¶пјҢMetaеҚ•еӯЈиҮӘз”ұзҺ°йҮ‘жөҒе·ІиҪ¬дёәиҙҹеҖјпјҢ并жӯЈзқҖжүӢйҖҡиҝҮж–°и®ҫиӮЎзҘЁзұ»еҲ«жӢ“е®ҪиһҚиө„жё йҒ“гҖӮ

гҖҖгҖҖжҚ®еӘ’дҪ“еҪ“ең°ж—¶й—ҙ10жңҲ22ж—ҘжҠҘйҒ“пјҢ MetaеңЁе‘ЁеӣӣжҸҗдәӨзҡ„еӯЈеәҰж–Ү件дёӯжҠ«йңІпјҢе…¬еҸёжңӘжқҘж”ҜеҮәжүҝиҜәжҖ»йўқзәҰдёә8250дәҝзҫҺе…ғпјҢе…¶дёӯеӨ§йғЁеҲҶз”ЁдәҺе»әи®ҫAIжүҖйңҖзҡ„з®—еҠӣе’ҢеҹәзЎҖи®ҫж–ҪгҖӮд»Ҡе№ҙ7жңҲпјҢиҝҷдёҖж•°еӯ—еңЁ7000дәҝзҫҺе…ғе·ҰеҸігҖӮ

гҖҖгҖҖиҝҷдәӣжңӘжқҘжүҝиҜәд№үеҠЎдё»иҰҒеҲҶдёәдёӨйғЁеҲҶпјҡ第дёҖйғЁеҲҶжҳҜе·Із»ҸзӯҫзәҰгҖҒе°ҡжңӘиө·з§ҹзҡ„ ж•°жҚ®дёӯеҝғ е’ҢиғҪжәҗи®ҫж–Ҫз§ҹзәҰпјҢд»·еҖј3557дәҝзҫҺе…ғпјҢиө·з§ҹж—¶й—ҙд»Һд»Ҡе№ҙдёҖзӣҙжҺ’еҲ°2036е№ҙгҖӮ

гҖҖгҖҖ第дәҢйғЁеҲҶжҳҜ4545дәҝзҫҺе…ғдёҚеҸҜж’Өй”ҖйҮҮиҙӯжүҝиҜәпјҢеҗҲеҗҢйҖҡеёёдёҚеҸҜеҚ•ж–№йқўеҸ–ж¶ҲпјҢдё»иҰҒз”ЁдәҺеҗ‘еӨ–йғЁиҙӯд№° дә‘и®Ўз®— з®—еҠӣгҖҒдёә ж•°жҚ®дёӯеҝғ йҮҮиҙӯ з”өеҠӣ пјҢд»ҘеҸҠз”ҹдә§VRи®ҫеӨҮгҖҒжҷәиғҪзңјй•ңзӯү硬件гҖӮ

гҖҖгҖҖ жӯӨеӨ–пјҢMetaиҝҳжүҝиҜәеңЁдә”е№ҙеҶ…иҙӯд№°жңҖеӨҡ147дәҝзҫҺе…ғзҡ„ дә‘и®Ўз®— жңҚеҠЎгҖӮ

гҖҖгҖҖд»ҺеўһйҖҹзңӢпјҢMetaжӯӨеүҚжҠ«йңІзҡ„ж–Ү件жҳҫзӨәпјҢд»Ҡе№ҙ3жңҲеә•пјҢдёҠиҝ°дёӨйғЁеҲҶйҮ‘йўқеҲҶеҲ«еҸӘжңү1829дәҝзҫҺе…ғе’Ң2377дәҝзҫҺе…ғпјҢ зҹӯзҹӯеҚҠе№ҙеҮ д№ҺйғҪзҝ»дәҶдёҖеҖҚгҖӮ

гҖҖгҖҖд»ҳж¬ҫиҠӮзӮ№д№ҹеңЁйҖҗжӯҘдёҙиҝ‘гҖӮдёҠиҝ°еҗҲеҗҢдёӯзәҰ1214дәҝзҫҺе…ғе°ҶдәҺ2027е№ҙеҲ°жңҹж”Ҝд»ҳпјҢиҫғдёүдёӘжңҲеүҚзҡ„817дәҝзҫҺе…ғжҳҺжҳҫеўһеҠ гҖӮ

гҖҖгҖҖMetaиҙўжҠҘжҳҫзӨәпјҢжҲӘиҮі9жңҲеә•пјҢе…¬еҸёиө„дә§иҙҹеҖәиЎЁдёҠзҡ„й•ҝжңҹеҖәеҠЎзәҰдёә809дәҝзҫҺе…ғпјҢд»…зӣёеҪ“дәҺдёҠиҝ°дёӨзұ»жүҝиҜәеҗҲ计规模зҡ„еҚҒеҲҶд№ӢдёҖе·ҰеҸігҖӮ иҝҷж„Ҹе‘ізқҖпјҢеҚ•зңӢиҙҰйқўеҖәеҠЎпјҢеҸҜиғҪдјҡжҳҺжҳҫдҪҺдј°е…¬еҸёжңӘжқҘзҡ„е®һйҷ…иө„йҮ‘еҺӢеҠӣгҖӮ

гҖҖгҖҖеҚҺе°”иЎ—иө„ж·ұзӯ–з•ҘеёҲLarry McDonaldжӯӨеүҚжӣҫжҢҮеҮәпјҢMetaзҡ„иЎЁеӨ–иһҚиө„规模已д»ҺзәҰ350дәҝзҫҺе…ғж”ҖеҚҮиҮізәҰ6000дәҝзҫҺе…ғгҖӮд»–и®ӨдёәпјҢMetaеҖҹеҠ©иҝҷзұ»дёҚзӣҙжҺҘи®Ўе…Ҙиө„дә§иҙҹеҖәиЎЁзҡ„е®үжҺ’пјҢзј“и§ЈдәҶе·ЁйўқAIжҠ•е…ҘеҜ№иҮӘз”ұзҺ°йҮ‘жөҒзҡ„зӣҙжҺҘеҶІеҮ»гҖӮ

гҖҖгҖҖе°ұеңЁжҸҗдәӨдёҠиҝ°ж–Ү件еүҚдёҖеӨ©пјҢMetaе‘ЁдёүзӣҳеҗҺеҸ‘еёғзҡ„иҙўжҠҘжҳҫзӨәпјҢдёүеӯЈеәҰз»ҸиҗҘжҙ»еҠЁдә§з”ҹзҡ„зҺ°йҮ‘жөҒдёә327.9дәҝзҫҺе…ғпјҢиҖҢеҗҢжңҹиө„жң¬ж”ҜеҮәиҫҫ349.1дәҝзҫҺе…ғпјҢеҪ“еӯЈиҮӘз”ұзҺ°йҮ‘жөҒдёәиҙҹ21.2дәҝзҫҺе…ғпјҢеҺ»е№ҙеҗҢжңҹеҲҷдёәжӯЈ106.3дәҝзҫҺе…ғгҖӮ

гҖҖгҖҖеҗҢж—¶пјҢMetaеңЁиҙўжҠҘдёӯеҶҚеәҰдёҠи°ғе…Ёе№ҙиө„жң¬ж”ҜеҮәйў„жңҹпјҢ并宣еёғи®ҫз«Ӣж— жҠ•зҘЁжқғзҡ„Cзұ»жҷ®йҖҡиӮЎпјҢжҳҺзЎ®иЎЁзӨәиҜҘзұ»иӮЎзҘЁеҸҜз”ЁдәҺиө„жң¬еӢҹйӣҶгҖӮ

гҖҖгҖҖжҚ®еӘ’дҪ“жҠҘйҒ“пјҢзҫҺеӣҪжҠ•иЎҢTD Cowenйў„и®ЎпјҢMetaжңӘжқҘеҮ е№ҙе°ҶйҖҡиҝҮеҸ‘иЎҢиӮЎзҘЁжҲ–еҖәеҲёпјҢдёәAIеҹәзЎҖи®ҫж–Ҫжү©еј жҸҗдҫӣиө„йҮ‘ж”ҜжҢҒгҖӮ еҜҢеӣҪ银иЎҢ иҷҪ然иӮҜе®ҡMetaе№ҝе‘ҠдёҡеҠЎзҡ„еўһй•ҝеҠҝеӨҙпјҢдҪҶд№ҹжҸҗзӨәпјҢе…¬еҸё2027е№ҙзҡ„иһҚиө„е®үжҺ’д»ҘеҸҠиҝҗиҗҘиҙ№з”Ёе’Ңиө„жң¬ж”ҜеҮә规模д»ҚеӯҳеңЁдёҚзЎ®е®ҡжҖ§гҖӮзҫҺеӣҪжҠ•иЎҢPiper SandlerеҲҷдёҠи°ғдәҶMeta 2027е№ҙиҝҗиҗҘиҙ№з”Ёе’Ңиө„жң¬ж”ҜеҮәзҡ„йў„жөӢгҖӮ

гҖҖгҖҖдёҚиҝҮпјҢеӨҡж•°жңәжһ„еҜ№Metaзҡ„AIеёғеұҖд»ҚжҢҒз§ҜжһҒзңӢжі•гҖӮеҚҺе°”иЎ—жҠ•иЎҢиҠұж——и®ӨдёәпјҢMetaжӯЈжӯҘе…ҘвҖңAIдә§е“Ғи¶…зә§е‘ЁжңҹвҖқпјҢеҸҳзҺ°жё йҒ“ж—Ҙи¶ӢеӨҡе…ғгҖӮ

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