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Meta CEO Zuckerberg refuses to slow AI development in industry debate

2026-09-16 18:33:59

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Core Points

Meta is developing a proprietary AI chip architecture

Wall Street's evaluation of Meta's stock

Zuckerberg believes that AI companies do not need to slow down to have the intrinsic motivation to develop safely

His position is in sharp contrast to Anthropic's Dario Amodei, who advocates slowing the pace of AI development.

Meta CEO believes that trust and model alignment will become key characteristics that distinguish different AI systems.

Meta is currently evaluating its third-generation proprietary AI chips and designing a fourth-generation chip, which is expected to be deployed in 2027.

Wall Street gave Meta "strong buy" rating, with analysts predicting a potential increase of more than 13%.

Meta CEO Mark Zuckerberg refuted the increasing pressure on artificial intelligence companies to slow down their development pace.

In an article published on the X platform on Tuesday, he pointed out that AI laboratories are inherently responsible and motivated to maintain appropriate development speeds.

"Last month I wrote about how to build a positive and secure future for everyone: Links. Each laboratory has the responsibility and motivation to move forward at the speed needed to safely train the model, and has the ability to take its own actions to ensure this is achieved..."--Mark Zuckerberg (@finkd), September 15, 2026

这一声明出现在 Anthropic CEO 达里奥·阿莫迪（Dario Amodei）发表一篇主张加速 AI 发展“过快是不负责任”的文章仅三天之后。包括 OpenAI 的山姆·奥特曼（Sam Altman）、xAI 的埃隆·马斯克（Elon Musk）以及 Google DeepMind 的杰米斯·哈萨比斯（Demis Hassabis）在内的知名行业人物均支持阿莫迪的观点。

然而，扎克伯格提出了另一种观点。他强调，如果其 AI 系统产生有害结果，实验室将面临真正的法律责任风险，这创造了谨慎推进的有机动力。

“每个实验室都有责任并激励自己以安全训练模型所需的速度前进”，扎克伯格写道。

这位 Meta 高管进一步警告称，忽视对齐优先级的 AI 开发者可能会面临竞争劣势。根据他的评估，信任和模型对齐正成为竞争激烈的 AI 模型之间关键的区别因素。

扎克伯格倡导 AI 公司聘请独立的安全评估团队对模型进行评估。他将这种方法描述为行业最佳实践，并断言更广泛、更多样化的评估者参与将提升整体结果。

他引用了 Meta 今年早些时候推迟发布 Muse AI 代理的决定，以此作为公司优先考虑安全问题的证据。

Meta 开发专有 AI 芯片架构

Meta 同时也在努力减少对外部半导体制造商的依赖。这家社交媒体巨头目前正在测试其第三代专有 AI 处理器，代号 MTIA 450 或 Arke。

该公司计划明年上半年将 Arke 处理器整合到数据中心基础设施中。Meta 预计该芯片将降低运营费用，并减少与 AI 相关的计算任务的能源消耗。

代号为 Astrid 的第四代处理器研发工作正在进行中。设计阶段预计将在大约一个月内结束，数据中心部署计划安排在 2027 年底。

Nvidia 首席执行官黄仁勋（Jensen Huang）周二也就 AI 安全讨论发表了看法。他认为，AI 公司无需为了安全而牺牲创新，并鼓励行业领导者在真正担心产品风险时才实施暂停。

华尔街对 Meta 股票的评价

目前，Meta 股票获得了华尔街分析师的一致“强烈买入”评级。这一评估反映了在最近三个月期间发出的 38 次买入建议和 6 次持有建议。

共识目标价为 758.03 美元，表明从当前交易水平来看，约有 13.1% 的升值潜力。

Meta 继续将大量资本投入 AI 基础设施扩展、数据中心建设和专有芯片开发，以确立其在主要 AI 开发组织中的地位。

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