Zuckerberg lays out Meta's AI capacity dilemma: What to sell vs. what to keep For investors anxious to hear more about Meta's plans to make money from its big AI spending, Mark Zuckerberg said there's a trade-off.
源站原文 ↗Zuckerberg lays out Meta's AI capacity dilemma: What to sell vs. what to keep For investors anxious to hear more about Meta's plans to make money from its big AI spending, Mark Zuckerberg said there's a trade-off.
源站原文 ↗对于急切想了解Meta如何从其庞大的AI支出中赚钱的投资者，马克·扎克伯格表示，这里存在一个取舍问题。
Meta正考虑出租多余AI算力或提供云服务。公司三季度营收指引不及预期，自由现金流同比降90%，盘后股价跌逾7%。Meta将2026年资本支出指引下限上调50亿美元至1300亿至1450亿美元。Reality Labs季度亏损46.2亿美元，收入仅4.31亿美元。
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