TechCrunch News 05月01日 09:41
Meta forecasted it would make $1.4T in revenue from generative AI by 2035
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根据最近解封的法庭文件显示,Meta预测其生成式AI产品在2025年将带来20亿至30亿美元的收入,到2035年将达到4600亿至1.4万亿美元。这些文件源于作家们对Meta未经授权使用其作品训练AI的诉讼。Meta通过多种方式从生成式AI中获利,包括与托管其开源Llama模型的公司签订收入分成协议,以及最近推出的用于定制和评估Llama模型的API。此外,Meta AI助手未来可能会推出广告和订阅服务。Meta在AI产品上的支出巨大,2024年GenAI预算超过9亿美元,今年可能超过10亿美元,还不包括运行和训练AI模型所需的基础设施。

💰Meta预测其生成式AI产品在2025年将产生20亿至30亿美元的收入,并在2035年达到4600亿至1.4万亿美元的营收。

🤝Meta通过多种方式从生成式AI中获利,包括与托管其开源Llama模型的公司签订收入分成协议,以及最近推出的用于定制和评估Llama模型的API。

💸Meta在AI产品上的支出巨大,2024年GenAI预算超过9亿美元,今年可能超过10亿美元,还不包括运行和训练AI模型所需的基础设施。

📚Meta曾考虑花费超过2亿美元获取Llama的训练数据,其中约1亿美元用于购买书籍版权,但后来选择了其他方案,涉嫌大规模盗版电子书。

Meta made a prediction last year its generative AI products would rake in $2 billion to $3 billion in revenue in 2025, and between $460 billion and $1.4 trillion by 2035, according to court documents unsealed Wednesday.

The documents, submitted by attorneys for book authors suing Meta for what they claim is unauthorized training of the company’s AI on their works, don’t indicate what exactly Meta considers to be a “generative AI product.” But it’s public knowledge that the tech giant makes money — and stands to make more money — from generative AI in a number of flavors.

Meta has revenue-sharing agreements with certain companies that host its open Llama collection of models. The company recently launched an API for customizing and evaluating Llama models. And Meta AI, the company’s AI assistant, may eventually show ads and offer a subscription option with additional features, CEO Mark Zuckerberg said during the company’s Q1 earnings call Wednesday.

The court documents also reveal Meta is spending an enormous amount on its AI product groups.

In 2024, the company’s “GenAI” budget was over $900 million, and this year, it could exceed $1 billion, according to the documents. That’s not including the infrastructure needed to run and train AI models. Meta previously said it plans to spend $60 billion to $80 billion on capital expenditures in 2025, primarily on expansive new data centers.

Those budgets might have been higher had they included deals to license books from the authors suing Meta. For instance, Meta discussed in 2023 spending upwards of $200 million to acquire training data for Llama, around $100 million of which would have gone toward books alone, per the documents. But the company allegedly decided to pursue other options: pirating ebooks on a massive scale.

Meta didn’t immediately respond to a request for comment.

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