Wang在X的一篇文章中表示："Midjourney 给我们留下了深刻的印象。"他还表示，为了提供最好的产 品，Meta 正在整合顶尖人才、强大的计算路线图以及与行业领先企业的合作。 Midjourney的图像生成技术可以帮助Meta加速为用户和营销人员提供创意功能，有可能降低内容制作成 本并提高用户参与度。 此次合作达成之际，Meta正将其人工智能工作整合至"超级智能实验室"，这是一项高风险举措，此前该 公司的高级员工离职，而其最新的开源Llama 4模型反响平平。 智通财经APP获悉，社交媒体巨头Meta Platforms(META.US)与生成式人工智能(AI)实验室Midjourney签 署协议，将在其未来的模型和产品中使用这家初创公司的"美学技术"。 Meta首席人工智能官Alexandr Wang表示，此次技术合作将把两家公司的研究团队连接起来。 此举表明Meta正在努力通过提升产品视觉效果来实现差异化，并试图通过加强自身的人工智能研发工 作来重振竞争力。该公司面临着来自ChatGPT制造商OpenAI 和谷歌(GOOGL.US) 等对手的激烈竞争。 Midjourney的软件可根据文本提示生成 ...

Group 1 - Meta is planning a comprehensive restructuring of its artificial intelligence team, marking the fourth major reform in six months [1] - The new Superintelligence Labs will be divided into four groups: a TBD lab, a product team including Meta AI Assistant, an infrastructure team, and the Fundamental AI Research (FAIR) lab focusing on long-term research [1] - The restructuring follows a recent formation of the Superintelligence Labs in July, which was a high-risk move due to senior employee departures and poor reception of the Llama 4 model [1] Group 2 - Meta has been actively pursuing advancements in artificial intelligence, with CEO Mark Zuckerberg accelerating the development of general artificial intelligence amid increasing competition in Silicon Valley [2] - The company plans to invest hundreds of billions of dollars in building several large AI data centers, with recent financing of $29 billion from PIMCO and Blue Owl Capital for expansion in rural Louisiana [2] - Meta has raised its annual capital expenditure forecast by $2 billion to a range of $66 billion to $72 billion, citing rising costs for data center infrastructure and employee salaries, which will drive expense growth rates in 2026 [2]

Core Viewpoint - The release of GPT-5.0 has sparked discussions on the importance of open-source AI, highlighting the tension between innovation and control in the AI industry [1][3]. Group 1: Open Source vs. Closed Source - OpenAI's shift from open-source to closed-source with GPT-4 reflects broader uncertainties in the AI landscape, indicating a dynamic adjustment of productivity and production relations [3]. - The debate over open-source AI has evolved beyond technical governance to become a critical issue regarding the future direction of AI technology [3][20]. Group 2: Value of Open Source - Open-source software is estimated to provide a value of $8.8 trillion, significantly contributing to digital transformation [2]. - The open-source philosophy, emphasizing the "four freedoms," is increasingly recognized as essential for continuous innovation in software development [2][4]. Group 3: Challenges of Open Source in AI - Open-source AI faces criticism for being less transparent than traditional open-source software, with limitations on resource sharing that hinder technical replication and community learning [4][5]. - The licensing agreements for open-source AI often include restrictive clauses, contrasting with the traditional open-source spirit that promotes maximum inclusivity [5][6]. Group 4: Legal and Ethical Implications - The definition of "open-source AI" is contentious, with implications for legal responsibilities and protections under regulations like the EU's AI Act [7][20]. - The ongoing debate over the definition of open-source AI reflects deeper issues of public versus private interests and the evolving power dynamics in international relations [20]. Group 5: Geopolitical Context - The discourse surrounding open-source AI is increasingly intertwined with geopolitical considerations, as it can either foster international cooperation or exacerbate competition among nations [17][18]. - The U.S. government's approach to regulating open-source AI has shifted, indicating a complex interplay between national security and technological advancement [15][18]. Group 6: Future of Open Source in AI - The ongoing controversies surrounding open-source AI are not merely technical disagreements but are indicative of broader societal impacts and the future trajectory of AI development [20].

【文/观察者网 柳白】紧盯中国人工智能（AI）进展的美国科技界愈发焦虑。美国《华盛顿邮报》8月7 日报道称，当前中国企业在开源AI领域表现突出，前15大AI模型中仅有5个是开源的且均由中国公司开 发，而美国近年在该领域进展缓慢。为此美国业界本周正式启动了一项名为"美国真正开源模 型"（ATOM）的新计划，集中资源开发强大的AI开源模型，试图借此夺回被中国占据的领先地位。 然而分析人士指出，这一计划虽然雄心勃勃，但仍需克服缺乏协调和成本高昂等方面问题。 报道称，美国硅谷和华盛顿的政客经常把这样一句话挂在嘴边：美国必须在人工智能领域击败中国，以 保障经济和国家安全。但其实在多元化的AI竞赛中，美国公司在开源AI模型方面已落后于中国同行。 这项计划于8月4日正式启动，已经获得十多位业界领袖的联署支持。支持者包括资深科技投资人比尔· 格利（Bill Gurley）；开源AI模型和数据集平台Hugging Face的首席执行官克莱门特·德朗格（Clement Delangue）；斯坦福大学教授兼AI投资人克里斯·曼宁（Chris Manning）；芯片制造商英伟达应用研究 总监奥列克西·库查耶夫（Oleksii Kuc ...

Core Viewpoint - Mark Zuckerberg is attempting to recruit members from the company Thinking Machines, which includes former OpenAI employees, offering substantial compensation packages, but has faced rejection from all targeted individuals [1][3][4]. Recruitment Efforts - Zuckerberg has offered between $200 million to $500 million, with some offers exceeding $1 billion over multiple years, aiming to recruit about 25% of Thinking Machines' 50 employees [2][4]. - Despite the lucrative offers, no employees from Thinking Machines have accepted the proposals to join Meta [3][4]. Company Valuation and Funding - Thinking Machines recently completed a $2 billion seed funding round, marking it as the largest seed round in history, with a valuation reaching $10 billion [9]. - The company had initially aimed for a $1 billion funding target, which was doubled within a few months [9]. Employee Movement - While Thinking Machines employees have declined offers, Meta has successfully recruited key personnel from Apple, including Bowen Zhang, a significant researcher in multimodal AI [13][16]. - This marks the fourth Apple employee to join Meta in a month, indicating a notable trend of talent migration from Apple to Meta [16]. Strategic Adjustments - Meta is reportedly considering a shift in its AI strategy, potentially moving away from open-source models and restructuring its AI department with significant financial investments [19][20]. - The company is exploring the development of AI agents capable of executing step-by-step tasks, similar to OpenAI's models [21]. Financial Performance - Meta's second-quarter earnings report indicated an 11.5% profit growth rate, the slowest in two years, with operational costs rising by 9% due to AI investments [19]. - Despite the challenges, Meta's stock price has increased by over 20% this year, reflecting investor support for Zuckerberg's strategic changes [22].

一周前，硅谷爆出消息：Meta以4年2亿美元的天价合约，从苹果挖走AI模型团队负责人庞若明，并组建超级智能实验室，誓要在AI竞赛中翻盘。然而， 声势浩大的人才争夺战背后，却隐藏着一个残酷的现实——Meta，这家曾经的社交媒体霸主，在AI的路上，可以说节节落败。 Llama 4模型表现不及预期，被开发者质疑特调作弊；Behemoth大模型跳票，内部测试结果惨淡；为AI研发提供现金流的广告业务遭遇70亿美元缩水， Temu和Shein因特朗普关税政策大幅削减预算…… Meta的AI之路，为何越走越窄？扎克伯格的百亿美元豪赌，究竟是Meta的绝地反击，还是另一场预示失败的转型？ AI夹心层困境 作为社交媒体时代的绝对霸主，Meta曾经坐拥着业内最顶级的资源。研究团队有着杨立昆这样的顶级科学家坐镇，资金上凭借广告业务每年千亿美元的 现金流支撑。 但让人疑惑的是，它如何步步落败到了如今不得不重金抢人的局面？我们一起来回溯一下。 Meta曾引领2010年的AI研究，推出PyTorch等主流研究工具。然而，与谷歌TensorFlow和微软Azure AI不同，Meta研究长期停留在学术导向，错失了技术 商业化的先机。 20 ...

Core Insights - The BrandOS Overseas Brand Social Media Influence Ranking for Q2 2025 was jointly released by OneSight and the China International Multinational Corporation Promotion Association (CICPMC), marking the first non-commercial ranking of Chinese brands' performance on overseas social media since its inception in 2019 [1] - The ranking utilizes a new evaluation system based on real-time data from major overseas social media platforms, focusing on follower scale, interaction effectiveness, and content creation capabilities across eight core sectors, including consumer electronics, automotive, home appliances, new energy, and intelligent manufacturing [1][2] Group 1: Social Media Trends - The white paper accompanying the ranking provides an in-depth analysis of global social media platform innovations and rule adjustments, highlighting five key trends: immersive experiences, open AI tools, deep community interactions, upgraded search logic, and innovative advertising formats [2] - Major social platforms are accelerating their foray into immersive interactive spaces, with Google and Meta making significant advancements in virtual and augmented reality advertising and content creation tools [3] Group 2: Marketing Strategies - Brands are encouraged to adopt an "experience as marketing" strategy by transitioning product stories and user experiences into 3D or virtual spaces, particularly targeting younger audiences through platforms like Roblox [4] - The rise of AI creative tools is transforming content production, enabling brands to leverage AI for video structuring, script generation, and multilingual dubbing, thus enhancing market adaptability [5][7] Group 3: Community Engagement - Social platforms are shifting focus from information flow to community co-creation, enhancing user engagement through improved desktop experiences and interactive features [8] - Brands should prioritize community interaction by initiating discussions based on product experiences and emotional resonance, fostering user-generated content (UGC) [9] Group 4: Search and Discovery - Social and content platforms are evolving search functionalities from passive query tools to proactive discovery engines, with Google and YouTube implementing AI-driven search recommendations [10] - Brands need to optimize content for structured and semantic relevance to enhance visibility and engagement in search results [11] Group 5: Advertising Innovations - New advertising formats are emerging that reduce user ad fatigue, with WhatsApp and YouTube introducing less intrusive promotional methods [12][13] - Brands should adapt to these low-disruption advertising environments by creating personalized and contextually relevant content [14] Group 6: Industry Rankings - The Q2 2025 BrandOS Overseas Brand Social Media Influence Ranking highlights top brands across various sectors, including retail, new energy, and intelligent manufacturing, showcasing their social media performance [15][18][19][20]

此举意在抢夺人才。扎克伯格表示Meta算力领先，研究人员"人均资源"远超同行，愿与顶尖人才合作。此前因Llama 4模型表现不佳，他重组AI部门，设 立"超级智能实验室"，亲自招揽人才，为挖角不惜开出上亿美元薪酬包。新部门由Alexandr Wang和Nat Friedman共同领导，Meta还投资143亿美元获Scale 49%股份以挖来Alexandr Wang。 扎克伯格称广告业务为激进支出兜底，Meta有望成全球首个部署超1吉瓦超级集群的实验室。不过，Meta资本支出与微软、谷歌相近，并非"一家独大"。消 息公布后，Meta股价涨约1%，年内累计涨幅超24%。 值得一提的是，科技巨头竞建"吉瓦"级数据中心，水电问题日益凸显。 【环球网财经综合报道】本周一，Meta首席执行官马克·扎克伯格宣布投资"数千亿美元"建多个超大规模AI数据中心，全力推进"超级智能"研发，再度点燃 AI竞争烽火。 扎克伯格称，Meta正打造多个"吉瓦"级数据中心集群。"普罗米修斯"预计2026年上线，"海伯里安"几年内将扩展至5吉瓦，规模超美国最大核电站沃格特勒 核电站。单个数据中心占地堪比纽约曼哈顿大部分区域。 水资源方面，M ...

Group 1 - Meta Platforms plans to invest several hundred billion dollars in building multiple large AI data centers to enhance its competitive edge in attracting top engineering talent [1] - The first data center, "Prometheus," is expected to be operational by 2026, with another center named "Hyperion" scalable to 5 gigawatts in the coming years [1] - Meta aims to become the first AI lab to launch a supercluster exceeding 1 gigawatt, as highlighted in a report by industry publication SemiAnalysis [1] Group 2 - The company reported nearly $165 billion in revenue last year and has restructured its AI business into a "Superintelligence Labs" department following setbacks with its open-source Llama 4 model and core employee departures [2] - Meta is betting that the Superintelligence Labs will generate new cash flows through Meta AI applications, image-to-video advertising tools, and smart glasses [3] - Analysts note that while AI investments have improved ad performance, the scale of current investments is aimed at long-term competition to develop leading AI models, which may take time to yield results [3] Group 3 - Meta has increased its capital expenditure forecast for 2025 to between $64 billion and $72 billion to strengthen its position against competitors like OpenAI and Google [3] - The company's stock rose by 1% on Monday and has increased over 20% year-to-date [3]

Group 1 - Meta is investing heavily in building multiple large-scale AI data centers globally, focusing on "Superintelligence" rather than just AGI, with the first center "Prometheus" expected to launch in 2026 and another "Hyperion" planned to expand to 5 gigawatts of computing power [2] - The company aims to integrate its AI business under the "Superintelligence Labs" to create a complete AI product chain, from AI chat assistants to AIGC advertising tools and smart glasses, to achieve a commercial closed loop [3] - Meta has increased its capital expenditure forecast for 2025 to between $64 billion and $72 billion, indicating a strategy of using advertising revenue to support AI model development for future gains [3] Group 2 - Meta is reportedly facing challenges such as the cooling development of the Llama 4 model and the departure of key executives, leading to considerations of shifting from open-source models to a more closed commercial model [3] - Analysts suggest that while AI has improved Meta's advertising revenue capabilities in the short term, the long-term competition is centered around who can first create a general AI engine [3] - The company has made significant investments in talent acquisition, including hiring key figures from Scale AI and GitHub, and invested $1.43 billion in Scale AI last year [2]