Meta Platforms Inc. (NASDAQ: META) is set to invest $14.8 billion for a 49% stake in Scale AI, a leading data-labeling service provider crucial for AI model training. This strategic investment marks Meta's boldest move in the AI sector to date, especially following the underperformance of its Llama 4 model and delays in the 'Behemoth' flagship AI project. Scale AI's CEO, Alexandr Wang, will join Meta to lead a new 'superintelligence' lab, collaborating with a 50-person research team under Mark Zuckerberg's leadership.
The deal comes at a time when U.S. antitrust authorities are intensifying scrutiny over minority investments under the Clayton Act, raising potential regulatory hurdles for Meta. However, the investment is bolstered by Scale AI's projected revenue doubling to over $2 billion by 2025, offering a promising outlook for early investors and justifying the deal's valuation.
As of June 11, 2025, Meta's stock experienced a slight decline, trading at $700.45, down $1.95 (-0.28%) for the day. The stock's intraday trading ranged between $697.72 and $708.54, with a trading volume of approximately 4.8 million shares. This investment represents a pivotal moment for Meta as it seeks to reinforce its position in the competitive AI landscape, despite facing regulatory and performance challenges.
