Meta's broader AI strategy includes revenue-sharing agreements, an API for customizing Llama releases, and potential monetization of its AI assistant, Meta AI. The company anticipates spending over $1 billion on its generative AI efforts this year, excluding infrastructure costs, and plans to allocate $60 billion to $80 billion for capital expenditures in 2025, primarily for new data centers. These efforts underscore Meta's commitment to establishing a robust AI ecosystem, despite the challenges and costs involved.
Key takeaways:
- Meta is launching the "Llama for Startups" program to incentivize U.S.-based startups to adopt its Llama AI models, offering direct support and potential funding.
- Eligible startups can receive up to $6,000 per month for up to six months to offset costs, with Meta's experts assisting in exploring advanced use cases of Llama.
- Meta faces competition from rivals like DeepSeek, Google, and Alibaba's Qwen, and has encountered setbacks, including delays in the rollout of its Llama 4 Behemoth model.
- Meta plans significant investments in its generative AI portfolio, with a GenAI budget potentially exceeding $1 billion in 2024 and capital expenditures of $60 billion to $80 billion in 2025 for new data centers.