作者:
icrose (嗯，咳咳)
2025-12-12 10:00:20https://h7.cl/1g5D7
Meta轉向阿裏巴巴的Qwen來訓練其下一個AI模型
由 Anusuya Lahiri Benzinga 編輯
Meta Platforms Inc (NASDAQ:META) 正在采取措施通過整合頂尖科技公司的開源模型來改革其人工智能戰略。
據報道，Meta已轉向由阿裏巴巴集團有限公司 （紐約證券交易所：BABA）構建的開源人工智能模型，以振興其陷入困境的人工智能戰略，這預示著中國快速發展的AI生態系統可能再次獲得提升。
彭博社周三報道，Meta 正在使用阿裏雲的 Qwen 模型，以及 Alphabet Inc. (NASDAQ:GOOGL)谷歌和 OpenAI的開源系統來訓練一個新的 AI 模型，代號為 Avocado，公司計劃在春季發布。
根據彭博社報道，Avocado據說將僅通過應用程序編程接口（API）提供，這表明其朝著封閉、收入驅動的方向發展。
Meta 的新 TBD 實驗室內部
新的鱷梨模型正在Meta最近成立的TBD實驗室內部構建，該實驗室配備了Meta以高成本收購的研究人員，並由新任首席人工智能官Alexandr Wang領導，他之前公司的收購價格為143億美元。
彭博社指出，TBD Lab正在「蒸餾」Qwen和其他開源模型來訓練Avocado，這是一種有爭議的技術，開發人員使用其他模型的輸出來加速訓練。
Meta股票今年迄今上漲了超過11%，同時在人工智能和元宇宙方面展現了其雄心。
據報道，Meta正在提高其虛擬現實設備的價格，並減緩新硬件的發布，因為它專註於高端產品，並將資源從元宇宙項目重新分配到人工智能計劃.
公司正在收緊 Reality Labs 的預算，推遲混合現實硬件，並重新調整領導層，以專註於高回報的人工智能項目，這一廣泛的轉變旨在釋放更多的長期價值。
分析師對Meta成本管理的看法
華爾街分析師指出，Meta計劃削減其2026年元宇宙預算高達30%，這可能會釋放數十億美元的儲蓄，並增強EPS增長，盡管其人工智能和數據中心投資正在激增。
JPMorgan的 Doug Anmuth和美國銀行證券的 Justin Post認為削減開支是一個積極的舉措，這控製了Reality Labs的虧損，為Meta的資本支出周期創造了空間，並有助於將支出重新集中在高回報的AI項目上。
META 股價動態： 根據 Benzinga Pro 數據，截至周四發布時，Meta Platforms 股票上漲了 0.20%，至 651.41 美元，根據 Benzinga Pro 數據。
December 11, 2025 10:56 AM2 min read
Meta Turns To Alibaba's Qwen To Train Its Next AI Model
by Anusuya Lahiri Benzinga Editor
Meta Platforms Inc (NASDAQ:META) is taking steps to revamp its artificial intelligence strategy by incorporating open-source models from leading technology companies.
Meta has reportedly turned to an open-source artificial intelligence model built by Alibaba Group Holding Limited (NYSE:BABA) to revive its struggling AI strategy, signaling another potential boost for China's fast-rising AI ecosystem.
Bloomberg reported Wednesday that Meta is using Alibaba's Qwen model, alongside open-source systems from Alphabet Inc.’s (NASDAQ:GOOGL) Google and OpenAI, to train a new AI model code-named Avocado, which the company aims to release in the spring.
Also Read: Meta Resets AI, Hardware Plans As ‘Avocado’ Delays, Leadership Turmoil, Cost Cuts Mount
According to Bloomberg, Avocado will reportedly be available only through an Application Programming Interface (API), indicating a move toward a closed, revenue-driven approach.
Inside Meta's New TBD Lab
The new Avocado model is being built inside Meta's recently formed TBD Lab, staffed with researchers Meta acquired at high cost and led by new chief AI officer Alexandr Wang, whose previous company Meta bought for $14.3 billion.
Bloomberg noted that TBD Lab is "distilling" Qwen and other open-source models to train Avocado, a controversial technique in which developers use outputs from other models to accelerate training.
Meta stock gained over 11% year-to-date as it navigated its AI and metaverse ambitions.
Reportedly, Meta is raising prices on its virtual reality devices and slowing new hardware releases as it focused on premium products and reallocated resources from metaverse projects to AI initiatives.
The company is tightening budgets at Reality Labs, delaying mixed-reality hardware, and reshaping leadership to focus on high-return AI efforts, a broad shift aimed at unlocking more long-term value.
Analyst Views on Meta's Cost Discipline
Wall Street analysts noted Meta's plan to cut up to 30% of its 2026 Metaverse budget could unlock billions in savings and strengthen EPS growth, despite its surging AI and data-center investment.
JPMorgan's Doug Anmuth and Bank of America Securities' Justin Post view the cuts as a positive move that reins in Reality Labs losses, creates room for Meta's heavy capex cycle, and helps refocus spending on higher-return AI initiatives.
META Price Action: Meta Platforms shares were up 0.20% at $651.41 at the time of publication on Thursday, according to Benzinga Pro data.