AI 烧钱加速、开源模型变现难，Meta寻求亚马逊、微软资助

华尔街见闻2025-04-18

AI军备竞赛白热化，Meta也面临资金压力，寻求外部支持其大模型Llama的研发。据科技媒体The Information17日报道，在过去一年中，Meta向包括微软、亚马逊在内的多家科技公司寻求资金支持，以分担其旗舰大语言模型Llama的训练成本。作为回报，Meta方面提出了多种合作方案，例如允许资金支持者参与Llama未来功能的开发决策。目前尚不清楚这些提议是否取得了实质性进展。报道指出，...

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Meta seeks funding from Amazon and Microsoft","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MSFT":1,"META":0.9,"USAW.SI":0.6,"AMZN":1},"content_text":"AI军备竞赛白热化，Meta也面临资金压力，寻求外部支持其大模型Llama的研发。据科技媒体The Information17日报道，在过去一年中，Meta向包括微软、亚马逊在内的多家科技公司寻求资金支持，以分担其旗舰大语言模型Llama的训练成本。作为回报，Meta方面提出了多种合作方案，例如允许资金支持者参与Llama未来功能的开发决策。目前尚不清楚这些提议是否取得了实质性进展。报道指出，Meta最初提出这项名为“Llama联盟”的合作构想时，市场反应较为冷淡。报道还提到，虽然Meta与亚马逊和微软进行了最为深入的探讨，但知情人士透露，Meta也曾与Databricks、IBM和Oracle等公司，甚至至少一位来自中东的投资者代表进行过洽谈。这些关于“Llama联盟”的讨论一直持续到今年年初。\"Llama联盟\"：广撒网寻求支持分析指出，Meta此举意在加强与亚马逊和微软等主要云服务提供商的关系，并探索Llama商业化的更多可能性。为了推动其模型的商业应用，Meta正在积极进行多项工作，包括一个名为“Llama X”的内部项目，旨在为企业开发应用程序编程接口（API）。分析指出，Meta面临的关键挑战在于，Llama作为一款开源软件，任何人都可以免费使用，这使得其商业化之路充满困难。而Meta的主要盈利模式是广告，在商业软件销售方面几乎没有经验。一些被Meta接洽的公司对于投资一个最终将开源的模型持谨慎态度，因为这相当于为最终可以免费获得的技术付费。与此同时，市场上涌现出DeepSeek等性能优于Llama的其他开源AI模型，这可能会进一步降低其他公司资助Meta的意愿。AI烧钱速度惊人，关税或进一步推高AI成本Meta今年预计将在资本支出上花费600亿至650亿美元，比2024年增加约60%，主要用于开发更多的AI数据中心。这一支出约占其今年预期收入的三分之一。虽然微软、谷歌和亚马逊在资本支出上各自投入相似甚至更多的金额，但这三家公司的收入规模都大于Meta。截至去年12月31日，Meta在考虑债务因素后，账面上仍有高达490亿美元的现金，且去年通过业务运营产生了910亿美元的现金流。尽管Meta拥有如此雄厚的财力，但未来几年，在持续投入巨额AI研发费用的同时，还要满足股东对股票回购和股息的期望，可能会变得越来越困难。近期媒体报道称，私募股权公司阿波罗正在商谈牵头为Meta的数据中心进行高达350亿美元的债务融资。此外，特朗普政府可能征收的关税预计将进一步推高AI的开发成本。考虑到企业和消费者未来在AI服务上的支出规模仍存在不确定性，市场对于科技公司过去两年集体在数据中心和芯片上投入数千亿美元是否明智的广泛质疑也将随之加剧。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2528091062","isCrawlerRequest":true}