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OpenAI to Continue Collaboration with Scale AI Despite Meta’s Major Stake Purchase

OpenAI confirmed it will maintain its partnership with Scale AI after Meta agreed to acquire a 49% stake in the AI data-labeling startup for $14.8 billion, OpenAI CFO Sarah Friar said at the VivaTech conference in Paris.

Scale AI is vital for providing the vast volumes of labeled training data essential for advanced AI tools like OpenAI’s ChatGPT. Despite Meta’s significant investment, OpenAI emphasized it intends to keep working with multiple data vendors rather than exclusively relying on Scale.

Friar highlighted the importance of keeping the AI ecosystem open, cautioning against moves that could slow innovation by locking out competitors. “We don’t want to ice the ecosystem because acquisitions are going to happen,” she said.

Meta’s stake comes as OpenAI’s ChatGPT competes directly with Meta’s Llama AI models. Scale AI’s CEO Alexandr Wang will now lead Meta’s new superintelligence unit, underscoring the startup’s growing influence in the AI space.

Friar also noted the increasing complexity of AI models requires input from a diverse network of human trainers with deep expertise—from academics to scientists—reflecting the growing sophistication in AI development.

Meta to Acquire 49% Stake in Scale AI for Nearly $15 Billion, Reports Say

Meta Platforms is reportedly set to purchase a 49% stake in AI data-labeling startup Scale AI for approximately $14.8 billion, according to The Information. The deal, which remains unfinalized, highlights Meta’s intensified efforts to strengthen its artificial intelligence capabilities amid mounting competition in the AI race.

Founded in 2016, Scale AI specializes in providing large volumes of labeled and curated training data essential for developing advanced AI tools, including those powering models like OpenAI’s ChatGPT. Scale AI’s investors, including Accel, Index Ventures, Founders Fund, and Greenoaks, are expected to benefit significantly from the deal.

Under the agreement, Scale AI CEO Alexandr Wang is expected to join Meta in a leadership role, heading a new “superintelligence” lab within the company. This move aligns with Meta CEO Mark Zuckerberg’s push to recruit top AI talent and accelerate innovation, especially after Meta’s recent Llama 4 models underperformed relative to expectations.

Meta’s ambitious plans include the forthcoming release of its major AI model, dubbed “Behemoth,” which has faced delays due to performance concerns, as reported by the Wall Street Journal. The company is also navigating ongoing antitrust scrutiny related to past acquisitions like Instagram and WhatsApp.

Industry analysts note that the deal’s structure may be designed to minimize regulatory hurdles, addressing heightened scrutiny of large tech mergers. Scale AI, valued at $13.8 billion in a recent funding round, reported $870 million in revenue in 2024 and forecasts over $2 billion in 2025. The company ended last year with more than $900 million in cash reserves.

Google Reportedly Planning to Split from Scale AI Following Major Meta Agreement

Google, long recognized as the largest customer of data-labeling firm Scale AI, is reportedly planning to sever its ties with the startup following news that Meta will acquire a 49% stake in the company. According to five sources familiar with the matter, the move signals Google’s discomfort with a key rival gaining influence over a major supplier of critical AI training data.

One source revealed that Google had intended to pay Scale AI approximately $200 million in 2025 for labeled datasets essential to training its advanced AI systems, including those that power Gemini—Google’s answer to OpenAI’s ChatGPT. However, the announcement of Meta’s substantial investment has prompted a strategic reassessment. This week, Google began preliminary discussions with several of Scale AI’s competitors, exploring options to shift that work elsewhere.

Meta’s stake in Scale AI, which now values the company at $29 billion—up from $14 billion prior to the deal—adds complexity to Scale’s future. The potential loss of Google’s business represents a significant setback, particularly given Scale’s reliance on a small group of major clients. As Meta absorbs key figures from Scale, including CEO Alexandr Wang and select team members, the startup may face turbulence in maintaining continuity and independence.

Despite the upheaval, Scale AI maintains that its operations remain solid. In a statement, a company spokesperson emphasized its strong relationships with corporate and government partners and reaffirmed its commitment to data security and customer confidentiality. The company declined to discuss the status of its partnership with Google.