Meta Predicts Massive Generative AI Revenue by 2035
Meta forecasts substantial revenue growth from its generative AI products, potentially reaching $1.4 trillion by 2035. Court documents revealed projections of $2 billion to $3 billion in 2025, escalating to between $460 billion and $1.4 trillion by 2035. These figures emerged from a lawsuit filed by authors alleging unauthorized use of their work in Meta's AI training.
Meta's Generative AI Revenue Streams
While the documents don't specify what Meta classifies as "generative AI products," the company has several potential revenue streams. These include revenue-sharing agreements with companies hosting its Llama AI models and a recently launched API for customizing and evaluating these models. CEO Mark Zuckerberg also suggested potential future revenue from Meta AI, the company's AI assistant, through ads and premium subscriptions.
Significant Investments in AI
Meta's commitment to AI is evident in its substantial investments. The company's "GenAI" budget exceeded $900 million in 2024 and is projected to surpass $1 billion in 2025. This excludes infrastructure costs for running and training AI models, with Meta planning to spend $60 billion to $80 billion on capital expenditures in 2025, primarily on data centers.
Legal Challenges and Alternative Data Acquisition
Court documents also suggest Meta considered spending over $200 million in 2023 to acquire training data for Llama, with approximately $100 million allocated for books. However, the company allegedly pursued alternative data acquisition methods, leading to the current lawsuit. Meta has not yet commented on these allegations.
