Overview

• Meta is in advanced discussions to invest over $10 billion in Scale AI, which would mark its largest external AI commitment to date.
• Scale AI was valued at about $14 billion in 2024 and is exploring a tender offer that could raise its valuation to $25 billion.
• The startup generated $870 million in revenue last year and expects sales to more than double to $2 billion in 2025.
• Meta and Scale AI are collaborating on defense technology projects, including Defence Llama, and Scale holds a U.S. Department of Defense contract for AI agent development.
• The investment aligns with Mark Zuckerberg’s push to expand Meta’s Llama model, which now serves 1 billion users per month.