Meta, Scale AI
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Meta invests $14.3B in Scale AI to fuel a new superintelligence lab—gaining infrastructure and leadership, but raising doubts about Scale’s future.
Meta’s massive AI investments lift its stock, but rising valuations and macro risks prompt questions about how long the rally can last.
Staying in the AI race is crucial for Meta, Google, Amazon and Microsoft, with the technology likely to be the future for the industry.
Meta’s V-JEPA 2 and superintelligence lab signal bold AI ambitions, but commercial payoff remains speculative. Read why I recommend a Neutral/Hold on META stock.
Meta is making a $14 billion investment to significantly ramp up its efforts in the AI race. More details here.
Meta Platform Chief Executive Mark Zuckerberg’s efforts to shape up the company’s artificial-intelligence ambitions took a step forward with an investment in ScaleAI and the poaching of its founder. Meta’s investment values the data-labeling AI startup at over $29 billion,