Meta buys half of Scale and locks in the contract; OpenAI probably changed the supplier list overnight.

Meta acquires a 49% stake in Scale AI and takes the founder, then the CEO revealed that this year's revenue is expected to surpass $1 billion. Scale is shifting from data annotation to developing internal AI applications for government and enterprise clients, with annual revenue of about $200 million, expected to surpass data annotation as the largest source within 18 months. Although the acquisition secures a contract with Meta, it also causes OpenAI to lose an important customer. Under the new strategy, the application business is expanding rapidly, with the Department of Defense awarding a $500 million contract, and signing agreements with EY, Mayo Clinic, and others. Scale is also jointly selected with Palantir and others for the Golden Dome project.