Meta's self-developed AI lagging signal? It is rumored to adopt competitor Google's Gemini model to optimize its advertising business
Meta plans to adopt Google's Gemini artificial intelligence model to enhance advertising accuracy, indicating that its self-developed AI technology is lagging behind. This news caused Meta's stock price to drop 0.3% in after-hours trading, while Google's stock price rose nearly 1%. The discussions between Meta and Google involve advertising data optimization, and the two companies are competitors in the digital advertising space. Last month, Meta signed a cloud computing cooperation agreement with Google Cloud worth over $10 billion
According to The Information, Meta (META.US) has engaged in discussions with Google (GOOGL.US) to adopt Google's Gemini artificial intelligence model to enhance its advertising targeting accuracy.
Following the news, Meta's stock price fell in after-hours trading, and as of the time of writing, Meta's night trading was down 0.3%, while Google's stock price rose nearly 1%.
The media cited informed sources who added that these discussions took place between some Meta employees and the Google Cloud team—it's worth noting that Meta and Google are direct competitors in the digital advertising space. Progress has been made in the discussions, which also signals that Meta's self-developed AI model is lagging behind competitors: in the face of its own technological shortcomings, the company led by Mark Zuckerberg has at least begun to explore the possibility of "adopting competitor technology."
An informed source revealed that some Meta employees proposed optimizing Google's Gemini and Gemma models using Meta's advertising data; other sources indicated that Meta is evaluating whether to enhance content understanding capabilities through the Gemini model.
It is noteworthy that last month, reports indicated that Meta signed a significant six-year cloud computing cooperation agreement with Google Cloud, valued at over $10 billion
