去年要读懂谷歌,今年则要读懂Meta

半导体产业纵横
Feb 28

在过去的一年,市场将大量目光投向了谷歌,其凭借自研TPU芯片和Gemini大模型构建的垂直整合生态,被视为AI时代最成功的范本之一。然而,进入2026年,一个更值得关注的样本正在浮现——Meta。如果说谷歌的成功是十年磨一剑的厚积薄发,那么Meta在短短一年内展现出的全面、激进且高度务实的战略,则更直接地预示了AI竞赛下一阶段的产业格局。2026年初,Meta公布了一系列大规模投资计划,清晰地展示...

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