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Meantime, MetaShares are jumping today on news it'll build out a new cloud business. Let's get back to Julia Boorstin, who has more. Hey, Julia.
与此同时，Meta股价今日上涨，原因是公司宣布将拓展新的云业务。我们连线朱莉娅·布尔斯廷，她将带来更多细节。你好，朱莉娅。That's right. Sources close the situation confirmed to CNBC that Meta is working on
没错。知情人士向CNBC证实，Meta正在筹备building a cloud infrastructure business to sell AI compute. Now, this shouldn't be a surprise
打造一个云计算基础设施业务，用于销售人工智能算力。其实这并不令人意外to anyone because Mark Zuckerberg first talked about this last October and then again at the
因为马克·扎克伯格早在去年十月份就首次提及，随后又在company's annual shareholder meeting in May. Then he said, quote, it's definitely on the table, almost every week. There are different companies that come to us from outside asking us to both
今年五月的年度股东大会上再次提及。他说，引用原话：‘这绝对在考虑之中，几乎每周都有不同的外部公司来找我们，希望我们同时stand up an API service or asking if we have compute that they could buy at us at some premium
建立API服务，或者询问我们能否以高于成本的价格向他们出售算力。to what we've bought it at. Now, if we get to a point where we feel that we have overbuilt, then that is an option that we have. And that is partially what gives us confidence in investing
相对于我们自己的采购价格。现在，如果我们觉得已经过度建设，那么这就是一个可选项。这也是我们投资建设信心的部分来源。in building this out. Now, back in January, when Zuckerberg appointed Dina Powell McCormick as the
在这一布局上。回想今年一月，扎克伯格任命迪娜·鲍威尔·麦考密克担任company's CEO, she said, well, we're going to have to build a cloud infrastructure business president and also as co-head of the new Meta Compute division. Meta was essentially laying
公司总裁一职，而她曾表示，公司将不得不设立云计算基础设施业务总裁，同时兼任新成立的Meta计算部门的联合主管。Meta实际上正在为the groundwork for this new business. Meta's cloud business could compete with Amazon's AWS,
这项新业务奠定基础。Meta的云业务可能与亚马逊AWS、with Microsoft Azure and Google Cloud, offering developers paid access to AI models hosted on
微软Azure和谷歌云竞争，为开发者提供付费访问托管在Meta's data centers and chips, or Meta could sell raw compute like CoreWeave does. Now,
Meta的数据中心和芯片上，Meta也可以像CoreWeave那样直接出售原始算力。