【文/观察者网 熊超然】因得罪美国总统特朗普，Meta公司CEO、社交媒体脸书创始人扎克伯格一度，但在他一 番极尽谄媚之能事后，如今又一跃成为白宫里的"座上宾"。 据英国《金融时报》当地时间9月16日报道，一段时间以来，尽管Meta不断试图与特朗普政府的对华强硬立场保 持一致，但一家顶级的中国硬件制造商却在此时"拿捏住了"Meta。位于山东的歌尔股份有限公司（Goertek）通过 一系列交易，正加强对Meta人工智能（AI）眼镜供应链的控制，进而扩大了在智能眼镜行业以及Meta自身延伸供 应链中的影响力。 歌尔的交易包括通过增发5.3亿元注册资本的方式，取得宁波舜宇奥来技术有限公司持有的舜宇奥来微纳光学（上 海）有限公司与舜宇奥来微纳光电信息技术（上海）有限公司（合称"上海奥来"）100%股权，上海奥来生产用于 智能眼镜的微纳光学器件。此外，歌尔还协助融资收购了Meta的英国光学供应商Plessey。 报道称，这些动作正值Meta尝试将其硬件供应链多元化和转移出中国之际。据知情人士透露，这家美国公司今年 已在越南启动部分Quest虚拟现实头显的生产，但歌尔仍然是Meta在越南的主要硬件合作伙伴之一。同时，歌尔 ...

Core Insights - Meta's CEO Mark Zuckerberg has shifted from being threatened by the Trump administration to becoming a welcomed guest at the White House, indicating a change in his relationship with the U.S. government [1] - Goertek, a leading Chinese hardware manufacturer, is strengthening its control over Meta's AI glasses supply chain through strategic acquisitions, enhancing its influence in the smart glasses industry [1][2] - Meta is diversifying its hardware supply chain and has begun production in Vietnam, but Goertek remains a key partner for Meta's hardware needs [2][4] Group 1 - Goertek has acquired 100% of the shares of Shanghai Aolai Micro-Nano Optics and Shanghai Aolai Optoelectronic Information Technology, which produce micro-nano optical devices for smart glasses, through a capital increase of 530 million yuan [1] - Goertek is also involved in the production of Meta's upcoming new generation smart glasses, Hypernova, which is expected to be unveiled soon [2] - Meta's response to reports emphasizes its robust and diversified supply chain, indicating it does not rely solely on any single manufacturer [4] Group 2 - Zuckerberg is positioning himself as an "AI leader," developing AI-driven lightweight wearable devices and collaborating with the U.S. government on military technology modernization [5] - Despite his hardline stance towards China, Meta's ongoing reliance on Goertek for next-generation wearable devices highlights a contradiction in Zuckerberg's approach [7] - Previous attempts by Zuckerberg to expand Meta's business in China have faced challenges due to his past comments and the geopolitical climate [7][11]

Core Insights - Meta's Superintelligence Lab has been restructured into four departments, with Alexandr Wang appointed as the head, emphasizing the imminent arrival of superintelligence [1][8][30] - The AGI Foundations team has been disbanded, and its members will be redistributed among the new departments, indicating a significant shift in Meta's AI strategy [29][31] Group 1: Leadership Changes - Alexandr Wang, at 28 years old, has been given unprecedented power within Meta, with major responsibilities and a substantial budget to drive AI initiatives [1][5] - Yann LeCun's role has been downgraded, as he will now report to Wang, reflecting a shift in power dynamics within the AI division [12][21] - Nat Friedman will lead the product team and report directly to Wang, indicating a tighter integration of AI research with product development [23][25] Group 2: Departmental Structure - The four new departments are TBD Lab (focused on exploratory research), FAIR (long-term fundamental AI research), a product and application team, and an infrastructure team [8][30][34] - TBD Lab will explore new models, including a potential "omni" model, while FAIR will serve as the innovation engine for the lab [14][17][34] - The infrastructure team will be crucial for supporting AI model training and deployment, led by Aparna Ramani [26][34] Group 3: Strategic Focus - The restructuring aims to accelerate the development of superintelligence by concentrating efforts on core areas of research, product, and infrastructure [30][36] - The decision to dissolve the AGI Foundations team reflects a strategic pivot in Meta's approach to AI, moving away from previous models that have not met expectations [29][31] - The emphasis on integrating research with product development suggests a shift towards more practical applications of AI technology within Meta's ecosystem [25][34]