谷歌限制了Meta的Gemini使用量，因为人工智能需求激增导致产能紧张_老虎社区_美港股上老虎

谷歌限制了Meta的Gemini使用量，因为人工智能需求激增导致产能紧张

环球市场播报06-28 12:29

英国媒体援引三位知情人士消息称，谷歌在今年3月前后告知Meta，无法足额供应其所需的Gemini模型算力额度。此举打乱并推迟了Meta多项内部人工智能项目的推进节奏。

受该算力限制，叠加公司整体压缩人工智能成本的战略，Meta已要求员工节约调用AI令牌，提升使用效率。

谷歌与Meta均拒绝对该报道置评。

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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·06-28 14:27
疯狂投入买硬件时代结束了，优化算法比算力更重要
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Yangsirisme
·06-28 14:18
算力不是meta也有大量吗？
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12:29","market":"us","language":"zh","title":"谷歌限制了Meta的Gemini使用量，因为人工智能需求激增导致产能紧张","url":"https://stock-news.laohu8.com/highlight/detail?id=2646311199","media":"环球市场播报","summary":"英国媒体援引三位知情人士消息称，$谷歌(GOOG)$在今年3月前后告知$Meta(META)$，无法足额供应其所需的Gemini模型算力额度。此举打乱并推迟了Meta多项内部人工智能项目的推进节奏。受该算力限制，叠加公司整体压缩人工智能成本的战略，Meta已要求员工节约调用AI令牌，提升使用效率。$谷歌(GOOGL)$与Meta均拒绝对该报道置评。","content":"<html><head></head><body><p style=\"text-align: left;\">英国媒体援引三位知情人士消息称，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>在今年3月前后告知<a href=\"https://laohu8.com/S/META\">Meta</a>，无法足额供应其所需的Gemini模型算力额度。此举打乱并推迟了Meta多项内部人工智能项目的推进节奏。</p><p style=\"text-align: left;\">受该算力限制，叠加公司整体压缩人工智能成本的战略，Meta已要求员工节约调用AI令牌，提升使用效率。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>与Meta均拒绝对该报道置评。</p><p style=\"text-align: left;\"></p></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n谷歌限制了Meta的Gemini使用量，因为人工智能需求激增导致产能紧张\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-28 12:29 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2026-06-28/doc-iniexucw0700757.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英国媒体援引三位知情人士消息称，谷歌在今年3月前后告知Meta，无法足额供应其所需的Gemini模型算力额度。此举打乱并推迟了Meta多项内部人工智能项目的推进节奏。受该算力限制，叠加公司整体压缩人工智能成本的战略，Meta已要求员工节约调用AI令牌，提升使用效率。谷歌与Meta均拒绝对该报道置评。</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-06-28/doc-iniexucw0700757.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8024f8b7ed0a3612f2c54c4d945b4ad0","relate_stocks":{"GOOY":"GOOGL期权收益策略ETF-YieldMax","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) 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INC"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-06-28/doc-iniexucw0700757.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2646311199","content_text":"英国媒体援引三位知情人士消息称，谷歌在今年3月前后告知Meta，无法足额供应其所需的Gemini模型算力额度。此举打乱并推迟了Meta多项内部人工智能项目的推进节奏。受该算力限制，叠加公司整体压缩人工智能成本的战略，Meta已要求员工节约调用AI令牌，提升使用效率。谷歌与Meta均拒绝对该报道置评。","news_type":1,"symbols_score_info":{"GGLL":0.6,"GOOY":0.6,"METD":0.6,"FBL":0.6,"META":1.91,"FBY":0.6,"METW":0.6,"GOOW":0.6,"GOOX":0.6,"GGLS":0.6,"METU":0.6,"GOU":0.6,"GOOG":2,"FBYY":0.6,"GOOGL":1.94,"GOOP":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":579982686962792,"gmtCreate":1782627482257,"gmtModify":1782629696717,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","vip":1,"crmLevel":7,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3560818482432945","idStr":"3560818482432945"},"htmlText":"算力不是meta也有大量吗？","listText":"算力不是meta也有大量吗？","text":"算力不是meta也有大量吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/579982686962792","repostId":2646311199,"repostType":2,"repost":{"id":"2646311199","kind":"news","pubTimestamp":1782620940,"share":"https://www.laohu8.com/m/news/2646311199?lang=zh_CN&edition=full","pubTime":"2026-06-28 12:29","market":"us","language":"zh","title":"谷歌限制了Meta的Gemini使用量，因为人工智能需求激增导致产能紧张","url":"https://stock-news.laohu8.com/highlight/detail?id=2646311199","media":"环球市场播报","summary":"英国媒体援引三位知情人士消息称，$谷歌(GOOG)$在今年3月前后告知$Meta(META)$，无法足额供应其所需的Gemini模型算力额度。此举打乱并推迟了Meta多项内部人工智能项目的推进节奏。受该算力限制，叠加公司整体压缩人工智能成本的战略，Meta已要求员工节约调用AI令牌，提升使用效率。$谷歌(GOOGL)$与Meta均拒绝对该报道置评。","content":"<html><head></head><body><p style=\"text-align: left;\">英国媒体援引三位知情人士消息称，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>在今年3月前后告知<a href=\"https://laohu8.com/S/META\">Meta</a>，无法足额供应其所需的Gemini模型算力额度。此举打乱并推迟了Meta多项内部人工智能项目的推进节奏。</p><p style=\"text-align: left;\">受该算力限制，叠加公司整体压缩人工智能成本的战略，Meta已要求员工节约调用AI令牌，提升使用效率。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>与Meta均拒绝对该报道置评。</p><p style=\"text-align: left;\"></p></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n谷歌限制了Meta的Gemini使用量，因为人工智能需求激增导致产能紧张\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-28 12:29 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2026-06-28/doc-iniexucw0700757.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英国媒体援引三位知情人士消息称，谷歌在今年3月前后告知Meta，无法足额供应其所需的Gemini模型算力额度。此举打乱并推迟了Meta多项内部人工智能项目的推进节奏。受该算力限制，叠加公司整体压缩人工智能成本的战略，Meta已要求员工节约调用AI令牌，提升使用效率。谷歌与Meta均拒绝对该报道置评。</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-06-28/doc-iniexucw0700757.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8024f8b7ed0a3612f2c54c4d945b4ad0","relate_stocks":{"GOOY":"GOOGL期权收益策略ETF-YieldMax","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) 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