Meta Platforms(US:META) Sou Hu Cai Jing·2025-06-12 09:14Core Insights - Meta is undertaking a significant restructuring in the AI sector, involving substantial investments, top talent recruitment, and new technology development, reflecting the intense competition among global tech giants in the AI space [2][4] Investment and Acquisition - Meta plans to acquire approximately 49% of ScaleAI for about $14.8 billion, which would be its largest external investment to date [2][3] - The acquisition structure allows Meta to avoid triggering U.S. antitrust scrutiny by purchasing shares directly from existing shareholders [2][4] - ScaleAI, founded in 2016, is a leading data labeling and model evaluation company, with projected revenues of nearly $870 million in 2024 and expected to exceed $2 billion in 2025 [3] Strategic Goals - The investment aims to build a proprietary data ecosystem to support Meta's AI strategy and compete with companies like OpenAI and Google [4][6] - Alexander Wang, the founder of ScaleAI, will join Meta's "Super AI Lab" after the investment, indicating a strategic shift towards enhancing Meta's AI capabilities [4][5] Competitive Landscape - Unlike competitors such as Microsoft and Amazon, which have pursued external partnerships, Meta has primarily focused on internal research and open-source projects [6] - Meta's investment in ScaleAI is seen as a response to its previous underperformance in AI, particularly with the Llama 4 model [5][6] Military and Defense Applications - ScaleAI has secured a defense contract with the U.S. military, leveraging Meta's Llama 3 model for military planning and decision-making [6][7] - Meta is collaborating with defense companies to develop AI technologies for military applications, enhancing its presence in the defense sector [7] New AI Developments - Meta introduced a new world model, V-JEPA 2, which emphasizes understanding physical interactions and planning actions based on video training [8][10] - V-JEPA 2 is designed to improve real-time spatial understanding for AI-driven technologies, marking a shift towards more advanced robotic capabilities [11][12] Conclusion - Meta's aggressive investment strategy, talent acquisition, and new AI model development underscore its ambition to reshape the AI landscape and maintain competitiveness in a rapidly evolving industry [12]