Meta Platforms Inc. (NASDAQ: META) is making a significant leap in the artificial intelligence (AI) sector with a planned $14.8 billion investment for a 49% stake in Scale AI, a premier data-labeling service provider essential for AI model training. This strategic partnership marks a pivotal moment for Meta as it seeks to bolster its AI capabilities following the underwhelming performance of its Llama 4 model and delays in the launch of its 'Behemoth' AI flagship model. The deal also includes Scale AI's CEO, Alexandr Wang, joining Meta to lead a new 'superintelligence' lab, alongside a dedicated 50-person research team under Mark Zuckerberg's direct supervision.
The investment comes at a time when Meta is under intense scrutiny from U.S. antitrust authorities, including the FTC and DOJ, which are examining minority investments under the Clayton Act. This scrutiny raises questions about Meta's ability to navigate regulatory challenges similar to those it faced with its acquisitions of Instagram and WhatsApp. However, supporters of the deal highlight Scale AI's projected revenue growth, expected to double to over $2 billion by 2025, as a strong justification for the investment.
As of June 11, 2025, Meta's stock experienced a slight decline, trading at $700.45, down $1.95 (-0.28%) for the day, with intraday trading fluctuating between $697.72 and $708.54. The trading volume stood at approximately 4.8 million shares. This financial movement reflects the market's reaction to Meta's ambitious AI strategy and the potential regulatory implications of its latest investment.
This development is crucial for the tech industry and investors alike, as it signals Meta's unwavering commitment to leading the AI revolution, despite facing regulatory and performance challenges. The partnership with Scale AI could redefine the landscape of AI development and training, offering new opportunities for innovation and growth in the sector. However, the deal's success may hinge on Meta's ability to address regulatory concerns and demonstrate the tangible benefits of its AI investments to stakeholders and the broader tech community.
