Meta’s Zuckerberg has to win AI after billions spent on ‘dream team’

Mark Zuckerberg opens his wallet when he feels heat.

41 -year -old Facebook founder and Meta The CEO is on a spending madness, such as never before in order to be in the forefront of the explosion of artificial intelligence and to compensate for the latest costly errors in a rapidly revolutionary market in the business world.

Last week, Alexandr Wang, the founder of Meta’s initiative, and a small group of the best employees, Scale AI, after an investment of $ 14.3 billion in the Scale AI, former Github CEO Nat Friedman and Daniel Gross, the CNBC of his business partner, Daniel Gross, this week.

Sources, CNBC’ye told, Meta previously initiated by Openai Founding Partner Ilya Sutskever, launched a year ago, the secure super superstilgence tried to buy. According to other sources, Meta had previously held negotiations to buy AI AI, which was worth 14 billion dollars in a financing round in May. Speaking about the search for various agreements with CNBC, people asked not to be named because of privacy.

Zuckerberg, investors at the summit of the latest call for earnings in April, “The biggest theme is now the AI, how we transform everything we do,” he said. At the same time, commodity increased its capital expenditures between $ 64 billion and $ 72 billion throughout the year, and reflected more data center investment in AI and potentially higher hardware costs.

What Zuckerberg did not say then is that it is about to start exploding cash mounds to renew AI organization.

In an interview with CNBC “Money Covers”, Davidson analyst Gil Luria said, “Mark Zuckerberg is in the founding mode and will not be stopped.” Luria has a degree of purchasing on the stock, but she said that Meta should be successful in the next round to win AI.

In Meta, AI is on the company, from basic online advertising unit and Instagram algorithms to the efforts to create Metaverse. Better AI models and technology improve the company’s current business by improving advertising targeting and reducing costs.

However, the creation of basic models used by the company’s wide developer community competing GoogleOpenai, anthropic and others – is the place where Meta is seen as a laggard by many.

Meta’s unique open source approach was built around the Lama Model Family. Lama 4 AI models, the latest update in April, were not well received by developers. At that time, Meta released only two small versions of Lama 4 and eventually released a larger and stronger “Behemoth” model.

Luria, referring to Zuckerberg, Luria, “A year ago in the heels of the success of the 3 years ago, this year’s Lama 4, almost with the acceptance of an absolute failure.” He said. “Meta cannot afford to fail to have a leading AI model.

Meta did not respond to the request for comments for this story.

Zuckerberg then turned his attention to Github’s Friedman and Gross, who invested in entrepreneur companies together. NFDG. They will work on products under Wang, a familiar source for CNBC on Thursday. Meanwhile, meta will receive a share in NFDG according to more than one source.

A commodity spokesman did not comment on the planned recruitment and said that the company will learn more about the company “Super -Siper and the big people who participated in this team in the coming weeks.”

Zuckerberg’s recruitment is not all billions of dollars. Some of them are ten or hundreds of millions. According to Openai CEO Sam Altman.

Altman, “In the hands of“Podcast, which is hosted by his brother, tried to attract Openai employees by offering high bonuses up to $ 100 million with larger annual compensation packages.

Um I heard Meta think of us as his biggest rival, Alt Altman said at Podcast. “The current AI efforts did not work as well as they hoped, and I continue to be aggressive and try new things.”

META Technology Chief Andrew Bosworth said that CNBC’s “closing Bell more attention” on Friday opposes the offers.

“Sunday, as a technology manager in my 20 -year career, sets a ratio for an incredible and unprecedented ability level,” Bosworth joined Meta in 2006. He said.

Wall Street often gives Zuckerberg the benefit of suspicion for now. Meta shares remained fixed after about 2% shift last week. Nasdaq and the company’s Megacap peers have left behind, and stocks have still increased by 17% for the year.

Analysts in Argus continued to buy stocks this week and raised price targets from $ 725 to $ 790. The share was closed on Friday at $ 682.35.

“The company’s ability to benefit from the Genei progress in advertising targeting is a particularly related opportunity to increase advertising expenditures, which are the lifeblood of the company,” Argus analysts said.

Da Davidson said that Zuckerberg made more pressure on himself to turn the Meta into a long -term AI leader, but would not bet against him.

Luria said: “When Mr. Zuckerberg feels like under the gun” He caught Instagram For $ 1 billion, it is an agreement that makes Facebook a dominant player on mobile devices.

When it was about to reach Facebook’s public market, in 2012. Luria is also controversial of Zuckerberg WhatsApp’s 19 billion dollar purchase Two years later. He sees that Meta CEO has made an equally bold bet in AI.

Luria, “the team will rebuild and come back,” he said.

– Kate Rooney and Jonathan Vanian from CNBC contributed to this report.

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