A new wave of AI infrastructure investment is reshaping the competitive landscape in tech. Meta Platforms is reportedly in talks to invest over USD 10 billion in Scale AI, a data annotation startup valued at nearly USD 14 billion. Scale, already a supplier to Microsoft and OpenAI, recently built a custom “Defense Llama” using Meta’s Llama 3 for military use. If confirmed, this would mark one of Meta’s largest AI investments, a move that highlights the growing importance of proprietary data pipelines in training competitive models.
Meanwhile, Amazon has pledged USD 10 billion to expand its North Carolina data centers, and Google is committing USD 7 billion to enlarge its Iowa facilities. These infrastructure bets reflect a strategic pivot: dominance in AI increasingly hinges on access to computing capacity. Microsoft, for its part, announced a USD 400 million expansion of its Swiss data centers and revealed plans to host rival models on its Azure platform. This open-ecosystem approach could broaden its reach but also signals intensifying competition across all layers of the AI stack. Taken together, these moves suggest that the AI race is as much about infrastructure control as model innovation.
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