Author Anna Tong, Kenrick Cai and Krystal Hu
The San Francisco (Reuters) -alfabet Google, the largest AI customer, plans to terminate the relationship with scale after the news has stopped the Meta rival is 49% of AI data marking start -ups, five sources told Reuters.
Google has planned to pay about $ 200 million this year for the training data marked by people, which are very important in developing technologies, including modern AI models that Power Gemini, his Chatgpt competitor, said one of the sources.
The search giant has already organized conversations with several scale competitors this week as it seeks to move most of the workload, sources added.
The significant business lost by Scale comes when Meta is working hard to have $ 29 billion in the company. Before the agreement, the scale was worth $ 14 billion.
Scale AI is about to keep his business, and its CEO Alexander Wang, along with several employees, moves to Meta. Because his main business is concentrated by about a few customers, it can suffer a lot if it loses its main customers like Google.
In his report, a spokesman for Scale AI said her business, which includes large companies and governments, remains strong because she is committed to protecting customer data. The company refused to comment on Google’s specifics.
Sources said that in 2024 Scale AI raised $ 870 million.
Other major technology companies, which are Scale customers, including Microsoft, also support. Elon Musk’s Xai also wants to leave, said one of the sources. According to the sources familiar with the issue, the Openai decided to retreat from scale a few months ago, although it spends much less money than Google. The Openai CFO said Friday that the company would continue to work with Scale AI, as one of many data sellers.
Companies that compete with Meta to create the most advanced AI models are concerned that business with scale can reveal their research priorities and plan a competitor, five sources said. When agreeing with Scale AI, customers often share patented data as well as prototype products for which Scale employees provide data marking data. As Meta now occupies 49% of shares, AI companies are concerned that one of their main competitors can gain knowledge of their business strategy and technical drawings.
Google, Microsoft and Opeena refused to comment. Xai did not respond to the request to comment.
The rivals see the openings
Most of the AI revenue comes from the taxation of geneative AI manufacturers for access to a network of people with special knowledge – from historians to scientists, some – doctoral degrees. People’s sophisticated data sets that are used for “after workout” for AI models, and AI models have become smarter, the demand for more complex people has increased, and one annotation can cost as much as $ 100.