Meta Superintelligence – Leadership Compute, Talent, and Data
SemiAnalysis Dylan Patel
Meta acquired 49% of Scale AI at a ~$30 billion valuation and is fundamentally reorganizing its AI strategy under Mark Zuckerberg's personal leadership, creating a new Superintelligence team to compete with OpenAI and other pure-play AI labs. The company is recruiting top AI talent with offers averaging $200 million over 4 years and building massive GPU clusters in temporary tent structures, including the Prometheus 1GW cluster in Ohio and the planned Hyperion 2GW cluster in Louisiana expected to complete by end of 2027. Meta's shift from incremental AI improvements to frontier AI development stems from losing open-weight model leadership to DeepSeek and will require sustained massive capital allocation away from core business operations and stock buybacks.
Why it matters
Meta’s shocking purchase of 49% of Scale AI at a ~$30B valuation shows that money is of no concern for the $100B annual cashflow ad machine. Despite seemingly unlimited resources, Meta has been falling behind foundation labs in model performance.
