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.

Meta is investing $15 billion into Scale, and will hire its CEO Alexandr Wang and key staff for a new 'superintelligence' AI division in Meta. Wang will remain on Scale AI's board, with the company set to “substantially expand” its commercial relationship with Meta “to accelerate deployment of Scale’s data solutions.”

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.

The social media giant is getting CEO Alexandr Wang in a $14.3 billion deal with Scale AI, as it plans to build out ‘superintelligent’ systems.

Alexandr Wang dropped out of MIT to co-found Scale and was quickly lauded as one of Silicon Valley's most promising entrepreneurs, raising funding from blue-chip venture capital firms and achieving billionaire status in his 20s.