Our PE Investment Scale AI Secures Record Investment from Meta, Demonstrating Forward-looking Layout and Sustained Investment Judgment

June 13, 2025, San Francisco — Scale AI, a portfolio company of Lotus Asset Management, announced a strategic investment of $14.3 billion from Meta (parent company of Facebook), granting Meta a 49% stake in the company. This landmark deal not only sets a new record for global private tech financing but also reaffirms Lotus Asset Management’s forward-looking investment vision that "data is one of the core lifelines of AI." Post-investment, Scale AI’s valuation has reached $29 billion, solidifying its position as a leader in the global AI data infrastructure sector.

The collaboration between Meta and Scale AI will significantly accelerate the generation and application of AI training data, driving innovation and upgrades in AI models. As part of the deal, Scale AI’s founder and CEO, Alexandr Wang, will join Meta to lead its "Super Intelligence" lab, overseeing the development of next-generation AI models and data ecosystems. Wang will remain on Scale AI’s board to ensure strategic continuity.

Meta CEO Mark Zuckerberg stated, "The deep partnership with Scale AI will bring world-class data resources and technological capabilities to Meta, enabling breakthroughs in AI." This investment represents not just financial synergy but also a deep integration of technological ecosystems. Scale AI’s technical advancements and data resources will accelerate the iteration of Meta’s Llama series models, reinforcing Meta’s leadership in the global AI race.

Since its founding in 2016, Scale AI has focused on providing high-quality training data for tech giants like OpenAI, Google, and Meta, serving high-end industries such as autonomous driving, defense, healthcare, and finance. Through reinforcement learning scheduling, dynamic workflow orchestration, and a closed-loop "label-validate-iterate" system, the company has improved data processing efficiency by 17x compared to traditional methods, evolving into an enterprise-grade data integrator. Since 2024, Scale AI has deepened strategic collaborations with governments in the U.S., Canada, Qatar, and beyond, expanding AI applications in supply chains, productivity, education, and healthcare. The company expects 2025 revenue to exceed $2 billion, demonstrating strong growth momentum.

Data is the key to achieving artificial general intelligence, and the partnership between Scale AI and Meta will redefine the value of data in the AI era. We look forward to Scale AI continuing to drive innovation in data labeling while helping Meta build more robust AI infrastructure, delivering smarter experiences for users worldwide.

Lotus Asset Management has recognized the strategic value of data infrastructure in the AI era. This investment, which accounts for 20% of Meta’s annual AI budget, not only underscores Scale AI’s importance as a data infrastructure leader but also validates Lotus’ strategic insight that "data will become the core lifeline of AI." For investors, this is a clear testament to Lotus’ "Craft Defense Trustworthy" investment philosophy.

Moving forward, Lotus’ private equity business will remain focused on global technological innovation and cutting-edge industries, committed to identifying and empowering transformative companies, driving industrial advancement and societal progress, while delivering sustained value to investors.

Source： Scale AI, Reuters, CNBC