Meta has revenue sharing agreements with Llama AI model hosts, filing reveals

Core Insights - Meta's CEO Mark Zuckerberg previously stated that selling access to Llama AI models is not the company's business model, yet recent court filings reveal that Meta does earn revenue through revenue-sharing agreements related to Llama [1][2] Revenue Generation - Meta shares a percentage of the revenue generated by companies hosting its Llama models, although specific hosts are not disclosed in the filings [2][3] - Notable partners that host Llama models include AWS, Nvidia, Databricks, Groq, Dell, Azure, Google Cloud, and Snowflake [3] Business Strategy - Zuckerberg has mentioned the potential for licensing access to Llama models and monetizing them through business messaging services and advertisements in AI interactions, although no specifics were provided [4] - The majority of the value derived from Llama is attributed to improvements made by the AI research community, which enhances various Meta products, including Meta's AI assistant [5][6] Capital Expenditures - Meta plans to significantly increase its capital expenditures, estimating $60 billion to$80 billion for 2025, primarily for data centers and AI development teams, which is roughly double the CapEx for 2024 [7] - To help offset these costs, Meta is reportedly considering launching a subscription service for Meta AI that would add unspecified capabilities [7]