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Meta 开始测试第一款自研 AI 训练芯片，此举旨在减少对英伟达 AI 芯片的依赖。英伟达是最大的 AI 芯片供应商。Meta 在 2025 年的资本支出预计高达 650 亿美元，绝大部分是投向 AI 基础设施。Meta 的新训练芯片是一种专用加速器，只能处理特定于 AI 任务，但比 GPU 更节能。芯片由台积电代工。Meta 希望到 2026 年用自研 芯片训练 AI 系统。 Exclusive: Meta begins testing its first in-house AI training chip
Meta 开始测试第一款自研 AI 训练芯片，此举旨在减少对英伟达 AI 芯片的依赖。英伟达是最大的 AI 芯片供应商。Meta 在 2025 年的资本支出预计高达 650 亿美元，绝大部分是投向 AI 基础设施。Meta 的新训练芯片是一种专用加速器，只能处理特定于 AI 任务，但比 GPU 更节能。芯片由台积电代工。Meta 希望到 2026 年用自研 芯片训练 AI 系统。 Exclusive: Meta begins testing its first in-house AI training chip
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However, analysts are positive on the stock now. “We have seen a huge downside movement in the stock due to the central electricity regulatory commission’s (CERC) order that seems to be negative from 2014-15 onwards but we cannot take a linear negative view on the stock and further downside movement on the stock is unlikely. Currently stock is underpriced. Investors can bet on it for a longer horizon," said Vivek Gupta, director research at CapitalVia Global Research.
