Investing.com -- Meta Platforms Inc（纳斯达克代码：META）长期担任基础设施负责人兼工程联席主管的桑托什·贾纳丹将于2027年初卸任，这标志着这家社交媒体巨头在加速推进大规模人工智能建设之际的一次关键高管交接。据彭博新闻获得的一份内部备忘录，贾纳丹计划将该部门的运营领导权交给戴夫·布朗，后者曾是亚马逊云服务（AWS）高管，于今年早些时候加入Meta。
Investing.com -- Meta Platforms Inc's (NASDAQ:META) longtime infrastructure chief and engineering co-head Santosh Janardhan will step down in early 2027, marking a pivotal executive transition as the social media giant accelerates its massive artificial intelligence buildout. According to an internal memo obtained by Bloomberg News, Janardhan plans to hand operational leadership of the division to Dave Brown, a former Amazon Web Services executive who joined Meta earlier this year.
贾纳丹于2009年10月加入Facebook，在超过17年的时间里打造了硬件网络、定制芯片项目和全球数据中心集群，这些构成了公司扩张为市值1.7万亿美元巨头的根基。在给员工的备忘录中，他强调基础设施已从辅助性角色演变为核心竞争优势，并确认自己将留任至2027年第一季度，以确保有序交接，并担任Meta Compute首席技术官提供咨询。
Janardhan, who joined Facebook in October 2009, spent more than 17 years building the hardware networks, custom silicon programs, and global data center fleet that underpinned the company's expansion into a $1.7 trillion powerhouse. In his staff note, he highlighted infrastructure’s evolution from an enabling role into a core competitive edge, confirming he will remain through the first quarter of 2027 to ensure an orderly handover and advise as chief technology officer of Meta Compute.
布朗在AWS工作近二十年后，带着丰富的云规模经验接任这一职位，他最近在AWS担任高级副总裁，负责计算和机器学习服务。贾纳丹在备忘录中指出，布朗具备所需的运营深度和技术直觉，能够将Meta不断扩大的计算能力转化为产品团队更快的部署速度。
Brown inherits the post with extensive cloud scale experience after nearly two decades at AWS, where he most recently served as senior vice president overseeing compute and machine-learning services. Janardhan noted in the memo that Brown possesses the operational depth and technical instincts required to turn Meta's expanding computational capacity into greater deployment velocity for product teams.
此次领导层交接的背景是，Meta在首席执行官马克·扎克伯格领导下正进行前所未有的资本支出，力图在生成式人工智能工作负载和模型训练领域占据主导地位。为凸显这一承诺，Meta在第三季度财报中将2026年全年资本支出预期上调至1350亿至1450亿美元之间，推动因素是对专用数据中心、定制芯片、电力以及高性能网络的激进投资。
The leadership handoff arrives against the backdrop of unprecedented capital spending by Meta under Chief Executive Officer Mark Zuckerberg, as the company seeks to dominate generative AI workloads and model training. Underscoring that commitment, Meta raised its full-year 2026 capital expenditures outlook to between $135 billion and $145 billion in its third-quarter report, driven by aggressive investments in specialized data centers, custom chips, power, and high-performance networking.
仅第三季度，Meta的资本支出就达到349.1亿美元，这反映出为支撑其AI生态系统而确保必要算力所需的巨大资金压力。贾纳德汉还曾与副董事长迪娜·鲍威尔·麦考密克和副总裁丹尼尔·格罗斯共同领导战略性的Meta Compute资源分配小组，因此投资者将密切关注布朗在迈向2027年之际如何驾驭公司庞大的资本配置周期。
Meta deployed $34.91 billion in third-quarter capital expenditures alone, reflecting the intense financial demands of securing the compute capacity necessary to power its AI ecosystem. With Janardhan also having co-led the strategic Meta Compute allocation group alongside Vice Chairman Dina Powell McCormick and Vice President Daniel Gross, investors will closely monitor how Brown navigates the company's colossal capital allocation cycle heading into 2027.