模型据报道,Meta 要求部分 AI 员工再次担任管理者,部分逆转扁平化团队推动James Hunt2026年9月11日 UTC 15:30要点速览据 Business Insider 报道,Meta 要求部分 AAI 员工重新担任管理者Meta 今年早些时候成立 AAI 部门,并将约 7,000 名员工调入其中Meta 过去一年削减中层管理岗位,推动更小、更扁平的团队Business Insider 分析公开通知称,Meta 今年已裁撤约 10% 员工Business Insider 称,部分被调入 AAI 的员工因不满安排而离职据报道,Meta 已开始要求 Applied AI(AAI)部门的部分员工重新担任管理职务,这标志着公司更广泛的扁平化组织结构推动出现部分逆转。据 Business Insider 报道,这一决定是近期重组的一部分。该媒体周四晚间援引四名知情人士的消息称。Meta 拒绝置评。Meta 于今年早些时候成立 AAI 部门,专注于训练 AI 模型,并将约 7,000 名员工重新分配至该部门。其中一些人此前曾在公司担任管理者,但在 AAI 内被安排担任个人贡献者职位。Frontier Model Releases per Month by LabFrontier Model Releases per Month by LabOpenAIGoogleAnthropicxAIMeta AINVIDIAZ.aiOtherAs of 2026-07-31, OpenAI records 0 models.3210Jan '23Jan '24Jan '25Jul '26{"f":[360,150,40,8],"s":[["OpenAI","#10a37f"],["Google","#4285f4"],["Anthropic","#d97757"],["xAI","#111111"],["Meta AI","#0866ff"],["NVIDIA","#76b900"],["Z.ai","#7c3aed"],["Other","#94a3b8"]],"p":[["2023-01-31T00:00:00.000Z","Jan '23",43.63,[[0,"0 models",128,null],[1,"0 models",128,null],[2,"0 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'25",275.81,[[0,"0 models",128,null],[1,"0 models",128,null],[2,"0 models",128,null],[3,"0 models",128,null],[4,"0 models",128,null],[5,"0 models",128,null],[6,"0 models",128,null],[7,"0 models",128,null]],"0 models"],["2025-10-31T00:00:00.000Z","Oct '25",283.07,[[0,"0 models",128,null],[1,"0 models",128,null],[2,"0 models",128,null],[3,"0 models",128,null],[4,"0 models",128,null],[5,"0 models",128,null],[6,"0 models",128,null],[7,"0 models",128,null]],"0 models"],["2025-11-30T00:00:00.000Z","Nov '25",290.33,[[0,"0 models",128,null],[1,"0 models",128,null],[2,"0 models",128,null],[3,"0 models",128,null],[4,"0 models",128,null],[5,"0 models",128,null],[6,"0 models",128,null],[7,"0 models",128,null]],"0 models"],["2025-12-31T00:00:00.000Z","Dec '25",297.58,[[0,"0 models",128,null],[1,"0 models",128,null],[2,"0 models",128,null],[3,"0 models",128,null],[4,"0 models",128,null],[5,"0 models",128,null],[6,"0 models",128,null],[7,"0 models",128,null]],"0 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models",128,null]],"0 models"],["2026-05-31T00:00:00.000Z","May '26",333.86,[[0,"0 models",128,null],[1,"0 models",128,null],[2,"0 models",128,null],[3,"0 models",128,null],[4,"0 models",128,null],[5,"0 models",128,null],[6,"0 models",128,null],[7,"0 models",128,null]],"0 models"],["2026-06-30T00:00:00.000Z","Jun '26",341.12,[[0,"0 models",128,null],[1,"0 models",128,null],[2,"0 models",128,null],[3,"0 models",128,null],[4,"0 models",128,null],[5,"0 models",128,null],[6,"0 models",128,null],[7,"0 models",128,null]],"0 models"],["2026-07-31T00:00:00.000Z","Jul '26",348.37,[[0,"0 models",128,null],[1,"0 models",128,null],[2,"0 models",128,null],[3,"0 models",128,null],[4,"0 models",128,null],[5,"0 models",128,null],[6,"0 models",128,null],[7,"0 models",128,null]],"0 models"]]}OpenAI: 0 on Jul '26. Google: 0 on Jul '26. Anthropic: 0 on Jul '26. xAI: 0 on Jul '26. Meta AI: 0 on Jul '26. NVIDIA: 0 on Jul '26. Z.ai: 0 on Jul '26. Other: 0 on Jul '26SOURCE: Epoch AI — Frontier AI ModelsRANGEALLYTD12M3M1M此举标志着 Meta 改变了策略。过去一年大部分时间里,Meta 一直在削减中层管理岗位,并推动组建更小、更扁平的团队,认为这样效率更高;随着人工智能承担更多工作,CEO Mark Zuckerberg 也称赞了精简的、类似初创企业的组织。员工离职Business Insider 对公开裁员通知的分析发现,Meta 今年已裁撤约 10% 的员工,在 AI 投资成本飙升之际,管理者成为重点裁撤对象。该媒体称,此前被重新分配至 AAI 的一些员工在抱怨自己被“征召”进该部门后离开了公司。Total Capex of Four AI-Exposed Platforms vs. Selected Data-Center Supplier RevenueTotal Capex of Four AI-Exposed Platforms vs. Selected Data-Center Supplier RevenueTotal capex: Microsoft + Alphabet + Meta + AmazonData-center revenue: NVIDIA + AMDIn 2026-06-30, companywide capex for the fixed Microsoft, Alphabet, Meta, and Amazon basket was $165.1B, while reported NVIDIA plus AMD data-center revenue was $95.7B.$200B$150B$100B$50B$0Jul '23Jan '25Jan '26{"f":[360,150,40,8],"s":[["Total capex: Microsoft + Alphabet + Meta + Amazon","#6E56CF"],["Data-center revenue: NVIDIA + AMD","#16A085"]],"p":[["2023-03-31T00:00:00.000Z","Mar '23",40,[[0,"$33.93B",108.66,null],[1,"$5.58B",124.82,null]],null],["2023-06-30T00:00:00.000Z","Jun '23",63.92,[[0,"$33.42B",108.95,null],[1,"$11.64B",121.36,null]],null],["2023-09-30T00:00:00.000Z","Sep '23",88.1,[[0,"$36.95B",106.94,null],[1,"$16.11B",118.82,null]],null],["2023-12-31T00:00:00.000Z","Dec '23",112.28,[[0,"$42.93B",103.53,null],[1,"$20.69B",116.21,null]],null],["2024-03-31T00:00:00.000Z","Mar '24",136.2,[[0,"$44.29B",102.76,null],[1,"$24.9B",113.81,null]],null],["2024-06-30T00:00:00.000Z","Jun '24",160.12,[[0,"$52.85B",97.87,null],[1,"$29.11B",111.41,null]],null],["2024-09-30T00:00:00.000Z","Sep '24",184.3,[[0,"$58.86B",94.45,null],[1,"$34.32B",108.44,null]],null],["2024-12-31T00:00:00.000Z","Dec '24",208.49,[[0,"$72.34B",86.77,null],[1,"$39.44B",105.52,null]],null],["2025-03-31T00:00:00.000Z","Mar '25",232.14,[[0,"$71.9B",87.02,null],[1,"$42.79B",103.61,null]],null],["2025-06-30T00:00:00.000Z","Jun '25",256.06,[[0,"$88.25B",77.7,null],[1,"$44.34B",102.73,null]],null],["2025-09-30T00:00:00.000Z","Sep '25",280.24,[[0,"$97.27B",72.56,null],[1,"$55.56B",96.33,null]],null],["2025-12-31T00:00:00.000Z","Dec '25",304.42,[[0,"$118.63B",60.38,null],[1,"$67.69B",89.41,null]],null],["2026-03-31T00:00:00.000Z","Mar '26",328.08,[[0,"$129.75B",54.04,null],[1,"$81.02B",81.82,null]],null],["2026-06-30T00:00:00.000Z","Jun '26",352,[[0,"$165.05B",33.92,null],[1,"$95.74B",73.43,null]],null]]}Total capex: Microsoft + Alphabet + Meta + Amazon: $165.1B on Jun '26. Data-center revenue: NVIDIA + AMD: $95.7B on Jun '26SOURCE: SEC filings and SEC-filed earnings exhibitsRANGEALLYTD12M3M1MMeta 的这一举动正值多家 AI 公司出现一系列备受关注的人员离职之际,其中包括该公司的明星 AI 研究员 Andrew Tulloch。据报道,他即将离开公司;不到一年前,他曾获邀加入 Meta,所获待遇总价值最高可能达 15 亿美元。Google 首席科学家 Jeff Dean 最近也离职创办了一家新的 AI 初创公司。与此同时,Anthropic 研究员 Jacob Coxon 辞职一事本周在全球新闻网络上引发热议。此前,他曾短暂任职,并声称“AI 可能在 2030 年前终结人类”。报道中的实体Mark ZuckerbergGoogleAnthropicMetaAI and jobs也提供其他语言版本相关新闻DeepSeek 发布 V4.1-Flash 模型,逐步淘汰 V4 ProOpenAI称无法排除研究人员的 Codex 数据助力 Navier–Stokes 问题取得突破据彭博社报道,字节跳动最早将于下月推出空间视频 AI 模型关于我们The LatentThe Latent 是一家新闻媒体,致力于成为 AI 新闻、研究与数据领域的权威之声。订阅我们的简报商务合作关注 The Latent
Frontier Model Releases per Month by LabFrontier Model Releases per Month by LabOpenAIGoogleAnthropicxAIMeta AINVIDIAZ.aiOtherAs of 2026-07-31, OpenAI records 0 models.3210Jan '23Jan '24Jan '25Jul '26{"f":[360,150,40,8],"s":[["OpenAI","#10a37f"],["Google","#4285f4"],["Anthropic","#d97757"],["xAI","#111111"],["Meta AI","#0866ff"],["NVIDIA","#76b900"],["Z.ai","#7c3aed"],["Other","#94a3b8"]],"p":[["2023-01-31T00:00:00.000Z","Jan '23",43.63,[[0,"0 models",128,null],[1,"0 models",128,null],[2,"0 models",128,null],[3,"0 models",128,null],[4,"0 models",128,null],[5,"0 models",128,null],[6,"0 models",128,null],[7,"0 models",128,null]],"0 models"],["2023-02-28T00:00:00.000Z","Feb '23",50.88,[[0,"0 models",128,null],[1,"0 models",128,null],[2,"0 models",128,null],[3,"0 models",128,null],[4,"0 models",128,null],[5,"0 models",128,null],[6,"0 models",128,null],[7,"0 models",128,null]],"0 models"],["2023-03-31T00:00:00.000Z","Mar '23",58.14,[[0,"1 models",109,null],[1,"0 models",128,null],[2,"0 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'24",174.23,[[0,"0 models",128,null],[1,"0 models",128,null],[2,"0 models",128,null],[3,"0 models",128,null],[4,"1 models",109,null],[5,"0 models",128,null],[6,"0 models",128,null],[7,"0 models",128,null]],"1 models"],["2024-08-31T00:00:00.000Z","Aug '24",181.49,[[0,"1 models",109,null],[1,"0 models",128,null],[2,"0 models",128,null],[3,"1 models",71,null],[4,"0 models",128,null],[5,"0 models",128,null],[6,"1 models",33,null],[7,"0 models",128,null]],"3 models"],["2024-09-30T00:00:00.000Z","Sep '24",188.74,[[0,"0 models",128,null],[1,"0 models",128,null],[2,"0 models",128,null],[3,"0 models",128,null],[4,"0 models",128,null],[5,"0 models",128,null],[6,"0 models",128,null],[7,"0 models",128,null]],"0 models"],["2024-10-31T00:00:00.000Z","Oct '24",196,[[0,"0 models",128,null],[1,"0 models",128,null],[2,"0 models",128,null],[3,"0 models",128,null],[4,"0 models",128,null],[5,"0 models",128,null],[6,"0 models",128,null],[7,"0 models",128,null]],"0 models"],["2024-11-30T00:00:00.000Z","Nov 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models"],["2025-03-31T00:00:00.000Z","Mar '25",232.28,[[0,"1 models",109,null],[1,"0 models",128,null],[2,"0 models",128,null],[3,"0 models",128,null],[4,"0 models",128,null],[5,"1 models",71,null],[6,"0 models",128,null],[7,"0 models",128,null]],"2 models"],["2025-04-30T00:00:00.000Z","Apr '25",239.53,[[0,"0 models",128,null],[1,"0 models",128,null],[2,"0 models",128,null],[3,"0 models",128,null],[4,"1 models",109,null],[5,"0 models",128,null],[6,"0 models",128,null],[7,"0 models",128,null]],"1 models"],["2025-05-31T00:00:00.000Z","May '25",246.79,[[0,"0 models",128,null],[1,"0 models",128,null],[2,"0 models",128,null],[3,"0 models",128,null],[4,"0 models",128,null],[5,"0 models",128,null],[6,"0 models",128,null],[7,"0 models",128,null]],"0 models"],["2025-06-30T00:00:00.000Z","Jun '25",254.05,[[0,"0 models",128,null],[1,"0 models",128,null],[2,"0 models",128,null],[3,"0 models",128,null],[4,"0 models",128,null],[5,"0 models",128,null],[6,"0 models",128,null],[7,"0 models",128,null]],"0 models"],["2025-07-31T00:00:00.000Z","Jul '25",261.3,[[0,"0 models",128,null],[1,"0 models",128,null],[2,"0 models",128,null],[3,"1 models",109,null],[4,"0 models",128,null],[5,"0 models",128,null],[6,"0 models",128,null],[7,"0 models",128,null]],"1 models"],["2025-08-31T00:00:00.000Z","Aug '25",268.56,[[0,"0 models",128,null],[1,"0 models",128,null],[2,"0 models",128,null],[3,"0 models",128,null],[4,"0 models",128,null],[5,"0 models",128,null],[6,"0 models",128,null],[7,"0 models",128,null]],"0 models"],["2025-09-30T00:00:00.000Z","Sep '25",275.81,[[0,"0 models",128,null],[1,"0 models",128,null],[2,"0 models",128,null],[3,"0 models",128,null],[4,"0 models",128,null],[5,"0 models",128,null],[6,"0 models",128,null],[7,"0 models",128,null]],"0 models"],["2025-10-31T00:00:00.000Z","Oct '25",283.07,[[0,"0 models",128,null],[1,"0 models",128,null],[2,"0 models",128,null],[3,"0 models",128,null],[4,"0 models",128,null],[5,"0 models",128,null],[6,"0 models",128,null],[7,"0 models",128,null]],"0 models"],["2025-11-30T00:00:00.000Z","Nov '25",290.33,[[0,"0 models",128,null],[1,"0 models",128,null],[2,"0 models",128,null],[3,"0 models",128,null],[4,"0 models",128,null],[5,"0 models",128,null],[6,"0 models",128,null],[7,"0 models",128,null]],"0 models"],["2025-12-31T00:00:00.000Z","Dec '25",297.58,[[0,"0 models",128,null],[1,"0 models",128,null],[2,"0 models",128,null],[3,"0 models",128,null],[4,"0 models",128,null],[5,"0 models",128,null],[6,"0 models",128,null],[7,"0 models",128,null]],"0 models"],["2026-01-31T00:00:00.000Z","Jan '26",304.84,[[0,"0 models",128,null],[1,"0 models",128,null],[2,"0 models",128,null],[3,"0 models",128,null],[4,"0 models",128,null],[5,"0 models",128,null],[6,"0 models",128,null],[7,"0 models",128,null]],"0 models"],["2026-02-28T00:00:00.000Z","Feb '26",312.09,[[0,"0 models",128,null],[1,"0 models",128,null],[2,"0 models",128,null],[3,"0 models",128,null],[4,"0 models",128,null],[5,"0 models",128,null],[6,"0 models",128,null],[7,"0 models",128,null]],"0 models"],["2026-03-31T00:00:00.000Z","Mar '26",319.35,[[0,"0 models",128,null],[1,"0 models",128,null],[2,"0 models",128,null],[3,"0 models",128,null],[4,"0 models",128,null],[5,"0 models",128,null],[6,"0 models",128,null],[7,"0 models",128,null]],"0 models"],["2026-04-30T00:00:00.000Z","Apr '26",326.6,[[0,"0 models",128,null],[1,"0 models",128,null],[2,"0 models",128,null],[3,"0 models",128,null],[4,"0 models",128,null],[5,"0 models",128,null],[6,"0 models",128,null],[7,"0 models",128,null]],"0 models"],["2026-05-31T00:00:00.000Z","May '26",333.86,[[0,"0 models",128,null],[1,"0 models",128,null],[2,"0 models",128,null],[3,"0 models",128,null],[4,"0 models",128,null],[5,"0 models",128,null],[6,"0 models",128,null],[7,"0 models",128,null]],"0 models"],["2026-06-30T00:00:00.000Z","Jun '26",341.12,[[0,"0 models",128,null],[1,"0 models",128,null],[2,"0 models",128,null],[3,"0 models",128,null],[4,"0 models",128,null],[5,"0 models",128,null],[6,"0 models",128,null],[7,"0 models",128,null]],"0 models"],["2026-07-31T00:00:00.000Z","Jul '26",348.37,[[0,"0 models",128,null],[1,"0 models",128,null],[2,"0 models",128,null],[3,"0 models",128,null],[4,"0 models",128,null],[5,"0 models",128,null],[6,"0 models",128,null],[7,"0 models",128,null]],"0 models"]]}OpenAI: 0 on Jul '26. Google: 0 on Jul '26. Anthropic: 0 on Jul '26. xAI: 0 on Jul '26. Meta AI: 0 on Jul '26. NVIDIA: 0 on Jul '26. Z.ai: 0 on Jul '26. Other: 0 on Jul '26SOURCE: Epoch AI — Frontier AI ModelsRANGEALLYTD12M3M1M
Total Capex of Four AI-Exposed Platforms vs. Selected Data-Center Supplier RevenueTotal Capex of Four AI-Exposed Platforms vs. Selected Data-Center Supplier RevenueTotal capex: Microsoft + Alphabet + Meta + AmazonData-center revenue: NVIDIA + AMDIn 2026-06-30, companywide capex for the fixed Microsoft, Alphabet, Meta, and Amazon basket was $165.1B, while reported NVIDIA plus AMD data-center revenue was $95.7B.$200B$150B$100B$50B$0Jul '23Jan '25Jan '26{"f":[360,150,40,8],"s":[["Total capex: Microsoft + Alphabet + Meta + Amazon","#6E56CF"],["Data-center revenue: NVIDIA + AMD","#16A085"]],"p":[["2023-03-31T00:00:00.000Z","Mar '23",40,[[0,"$33.93B",108.66,null],[1,"$5.58B",124.82,null]],null],["2023-06-30T00:00:00.000Z","Jun '23",63.92,[[0,"$33.42B",108.95,null],[1,"$11.64B",121.36,null]],null],["2023-09-30T00:00:00.000Z","Sep '23",88.1,[[0,"$36.95B",106.94,null],[1,"$16.11B",118.82,null]],null],["2023-12-31T00:00:00.000Z","Dec '23",112.28,[[0,"$42.93B",103.53,null],[1,"$20.69B",116.21,null]],null],["2024-03-31T00:00:00.000Z","Mar '24",136.2,[[0,"$44.29B",102.76,null],[1,"$24.9B",113.81,null]],null],["2024-06-30T00:00:00.000Z","Jun '24",160.12,[[0,"$52.85B",97.87,null],[1,"$29.11B",111.41,null]],null],["2024-09-30T00:00:00.000Z","Sep '24",184.3,[[0,"$58.86B",94.45,null],[1,"$34.32B",108.44,null]],null],["2024-12-31T00:00:00.000Z","Dec '24",208.49,[[0,"$72.34B",86.77,null],[1,"$39.44B",105.52,null]],null],["2025-03-31T00:00:00.000Z","Mar '25",232.14,[[0,"$71.9B",87.02,null],[1,"$42.79B",103.61,null]],null],["2025-06-30T00:00:00.000Z","Jun '25",256.06,[[0,"$88.25B",77.7,null],[1,"$44.34B",102.73,null]],null],["2025-09-30T00:00:00.000Z","Sep '25",280.24,[[0,"$97.27B",72.56,null],[1,"$55.56B",96.33,null]],null],["2025-12-31T00:00:00.000Z","Dec '25",304.42,[[0,"$118.63B",60.38,null],[1,"$67.69B",89.41,null]],null],["2026-03-31T00:00:00.000Z","Mar '26",328.08,[[0,"$129.75B",54.04,null],[1,"$81.02B",81.82,null]],null],["2026-06-30T00:00:00.000Z","Jun '26",352,[[0,"$165.05B",33.92,null],[1,"$95.74B",73.43,null]],null]]}Total capex: Microsoft + Alphabet + Meta + Amazon: $165.1B on Jun '26. Data-center revenue: NVIDIA + AMD: $95.7B on Jun '26SOURCE: SEC filings and SEC-filed earnings exhibitsRANGEALLYTD12M3M1M