Meta Platforms(US:META) Z Potentials·2025-05-05 03:41Core Insights - Meta predicts that its generative AI products will generate between $2 billion to $3 billion in revenue by 2025, and this figure could rise to between $460 billion to $1.4 trillion by 2035 [1] - The company has signed revenue-sharing agreements with firms that host its open-source Llama model collection and has launched an API for customizing and evaluating Llama models [2] - Meta's budget for generative AI is projected to exceed $900 million in 2024 and may surpass $1 billion in 2025, excluding infrastructure costs [3] Group 1 - Meta's generative AI revenue forecast for 2025 is between $2 billion to $3 billion, with a long-term projection of $460 billion to $1.4 trillion by 2035 [1] - The company has launched an API for its Llama model and signed revenue-sharing agreements with hosting companies [2] - Meta's investment in generative AI is substantial, with a budget exceeding $900 million in 2024 and potentially over $1 billion in 2025 [3] Group 2 - Meta's planned capital expenditure for 2025 is between $60 billion to $80 billion, primarily for building large-scale data centers [3] - The company has discussed spending over $200 million to acquire training data for Llama, with around $100 million allocated for book purchases [3] - Meta has faced allegations of unauthorized use of copyrighted materials for training its AI models, which it disputes [4]