扎克伯格：Meta曾准备在不知成败时就砸下1000亿到2000亿美元押注SI
Meta首席执行官马克·扎克伯格近日在接受《金融时报》采访和播客节目时披露，2025年底前后，Meta曾准备在还不知道自家SI模型能否成功的情况下，就先砸下约1000亿至2000亿美元建设SI基础设施。
「我们当时就是要开出这么一张支票，大概1000亿、2000亿美元，」扎克伯格回忆道。他说自己问过首席SI官Alexandr Wang是否确信能成，Wang回答「完全不确定」；首席财务官Susan Li则多次警告，一旦失败代价巨大。扎克伯格解释，数据中心和算力必须先于模型建成，公司没有等结果出来再下注的选项。
Meta上周发布了其称为迄今最强的Muse Wonder系列模型，扎克伯格称Meta已经追到SI能力的最前沿，与OpenAI、Anthropic并列。Meta为2026年给出的资本开支指引高达1300亿至1450亿美元，其中逾1000亿美元投向SI基础设施，包括其在俄亥俄州New Albany的Prometheus超级数据中心集群；2025年Meta还以143亿美元入股Scale AI的49%股份，并请来其联合创始人Alexandr Wang出任首席SI官。
投资者对烧钱速度并非没有疑虑：上个季度Meta公布了多年来最低的自由现金流，股价单日下跌8%。Meta将于10月21日（周三）盘后发布第三季度财报，这笔豪赌的账目将再次摆到市场面前。
Zuckerberg: Meta Was Ready to Commit $100-200 Billion to SI Before Knowing It Would Work
Meta CEO Mark Zuckerberg has disclosed that around the end of 2025, Meta was prepared to commit roughly $100 billion to $200 billion to super intelligence infrastructure before knowing whether its SI models would succeed.
"We're going to write this check for like, I don't know, like $100 billion or $200 billion," Zuckerberg recalled in a Financial Times interview and podcast appearance. He said he asked chief SI officer Alexandr Wang whether he was sure it would work, and Wang answered that it was "not clear at all"; CFO Susan Li repeatedly warned that the cost of failure would be enormous. Zuckerberg explained that data centers and computing capacity must be built before models can be tested commercially - the company had no option to wait for results before betting.
Last week Meta released its Muse Wonder model family, which Zuckerberg says has brought Meta to the SI frontier alongside OpenAI and Anthropic. Meta's 2026 capital expenditure guidance stands at $130 billion to $145 billion, with more than $100 billion earmarked for SI infrastructure, including its Prometheus supercluster in New Albany, Ohio. In 2025, Meta also bought a 49% stake in Scale AI for $14.3 billion and brought in co-founder Alexandr Wang as chief SI officer.
Investors have grown impatient with the burn rate: last quarter Meta reported its lowest free cash flow in years and its shares fell 8% in a day. Meta reports third-quarter earnings after the close on Wednesday, October 21, when the bill for the bet comes due for review again.
发布：GSM·美国（发布链接）
图片来源：图：马克·扎克伯格（2025年）。图片来源：Wikimedia Commons，CC BY-SA 4.0，摄影：Jeff Sainlar
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