Nvidia has invested $3 billion in Meta's Muse agent and the Muse series models, and the two sides announced that the Muse models (Wonder and Wonder Full) and the agent will run on Nvidia infrastructure. Meta plans to expand its deployment of Nvidia hardware, including using Vera Rubin and Vera CPU for next-generation AI agents, and the two sides are also exploring using Nvidia's OpenShell reference architecture for agent security. Meta's consumer-grade Muse agent has reached 10.9 million downloads and 2.5 million daily active users since its launch on September 8, but it has not yet become a profit engine.
Nvidia has invested $3 billion in Meta's Muse agent and the Muse series models, and the two sides announced that the Muse models (Wonder and Wonder Full) and the agent will run on Nvidia infrastructure. Meta plans to expand its deployment of Nvidia hardware, including using Vera Rubin and Vera CPU for next-generation AI agents, and the two sides are also exploring using Nvidia's OpenShell reference architecture for agent security. Meta's consumer-grade Muse agent has reached 10.9 million downloa
On October 26, Meta announced it would raise $97.5 billion through an equity offering for AI infrastructure; Nvidia announced a $3 billion investment the same day, and AMD announced a $1 billion investment the following day. Meta plans to deploy the Nvidia Vera Rubin platform, Vera CPU, Spectrum-X Ethernet, and BlueField-4 DPU, and to deepen its collaboration with Nvidia on the Muse model and agents; on the AMD side, Meta has installed and tested the first batch of Helios rack-scale systems and plans to deploy custom AMD Instinct GPUs built for it.
On October 26, Meta announced it would raise $97.5 billion through an equity offering for AI infrastructure; Nvidia announced a $3 billion investment the same day, and AMD announced a $1 billion investment the following day. Meta plans to deploy the Nvidia Vera Rubin platform, Vera CPU, Spectrum-X Ethernet, and BlueField-4 DPU, and to deepen its collaboration with Nvidia on the Muse model and agents; on the AMD side, Meta has installed and tested the first batch of Helios rack-scale systems and
Meta updated its commercial terms this month to allow it to use content from associated domains, web pages, or URLs to develop, improve, research, train, and maintain Meta products, sparking discontent among artists and small business owners who rely on Instagram and Facebook. The effective date was postponed from October 30 to November 20, and Meta subsequently removed the word "train" from the list of permitted uses and limited the uses to "advertising and business products." UK and EU users can currently submit an objection form in the Instagram Privacy Center, and some users say they have received emails from Meta confirming that their objections were approved; these options do not appear in the United States and other places.
Meta updated its commercial terms this month to allow it to use content from associated domains, web pages, or URLs to develop, improve, research, train, and maintain Meta products, sparking discontent among artists and small business owners who rely on Instagram and Facebook. The effective date was postponed from October 30 to November 20, and Meta subsequently removed the word "train" from the list of permitted uses and limited the uses to "advertising and business products." UK and EU users c
Meta updated its terms for business accounts to allow it to use content from linked websites and pages to develop, improve, and train AI, sparking dissatisfaction among small businesses and artists who use Instagram. UK and EU users can currently submit an objection form in the Instagram Privacy Center, and some users say they have received emails from Meta approving their objections. The terms were originally set to take effect on October 30 but were changed to November 20 after objections, and Meta also removed the word "train" from the permitted uses and narrowed the scope to advertising and commercial products.
Meta updated its terms for business accounts to allow it to use content from linked websites and pages to develop, improve, and train AI, sparking dissatisfaction among small businesses and artists who use Instagram. UK and EU users can currently submit an objection form in the Instagram Privacy Center, and some users say they have received emails from Meta approving their objections. The terms were originally set to take effect on October 30 but were changed to November 20 after objections, and
NVIDIA announced a $3 billion investment in Meta's equity offering, and the two companies will expand their collaboration on the personal agent product Muse and the Muse series of models to improve model inference and training performance. The investment is part of Meta's $95 billion fundraising plan, and AMD and Broadcom have also expressed interest in investing. Meta expects full-year capital expenditure of $135 billion to $145 billion and will consider adopting NVIDIA's OpenShell secure agent reference architecture and expanding deployments of infrastructure including Vera Rubin, Vera CPU, and Spectrum-X networking.
NVIDIA announced a $3 billion investment in Meta's equity offering, and the two companies will expand their collaboration on the personal agent product Muse and the Muse series of models to improve model inference and training performance. The investment is part of Meta's $95 billion fundraising plan, and AMD and Broadcom have also expressed interest in investing. Meta expects full-year capital expenditure of $135 billion to $145 billion and will consider adopting NVIDIA's OpenShell secure agent
Meta announced that Nvidia and AMD plan to subscribe to a combined $4 billion of shares in its stock offering of up to $95 billion, with Broadcom also participating, for a combined investment of $5 billion from the three chipmakers. Nvidia is contributing $3 billion, and Meta will expand its use of Nvidia's Rubin GPUs, Vera CPUs, Spectrum-X Ethernet products, and BlueField-4, and will leverage Nvidia to optimize the performance and cost of the Muse large model and consumer-grade AI agents. AMD is contributing $1 billion; Meta has already deployed the first batch of Helios racks based on Instinct MI450 in its data centers and is testing them, and will subsequently adopt custom AI accelerators based on the AMD Instinct architecture.
Meta announced that Nvidia and AMD plan to subscribe to a combined $4 billion of shares in its stock offering of up to $95 billion, with Broadcom also participating, for a combined investment of $5 billion from the three chipmakers. Nvidia is contributing $3 billion, and Meta will expand its use of Nvidia's Rubin GPUs, Vera CPUs, Spectrum-X Ethernet products, and BlueField-4, and will leverage Nvidia to optimize the performance and cost of the Muse large model and consumer-grade AI agents. AMD i
NVIDIA and Meta announced an expanded collaboration around Muse and the Muse family of models to improve inference and training performance, with NVIDIA investing $3 billion in Meta equity. Meta plans to expand its deployment of NVIDIA infrastructure, including the Vera Rubin platform and Vera CPU for next-generation AI agents, and to deploy Spectrum-X Ethernet networking and BlueField-4. The two sides will also explore collaboration on secure AI agent deployment and behavior monitoring on NVIDIA's OpenShell reference architecture.
NVIDIA and Meta announced an expanded collaboration around Muse and the Muse family of models to improve inference and training performance, with NVIDIA investing $3 billion in Meta equity. Meta plans to expand its deployment of NVIDIA infrastructure, including the Vera Rubin platform and Vera CPU for next-generation AI agents, and to deploy Spectrum-X Ethernet networking and BlueField-4. The two sides will also explore collaboration on secure AI agent deployment and behavior monitoring on NVIDI
AMD announced a deep strategic partnership with Meta and will invest $1 billion in Meta's equity offering. AMD Helios rack-scale solutions have completed their first installations at Meta and entered testing, AMD EPYC processors provide compute power for Meta's Muse AI agents, and AMD also provides Day-0 support for Muse Spark Open and Muse Glimmer.
Nvidia and Meta announced an expansion of their collaboration on Muse AI models and agents, with Nvidia set to invest $3 billion in Meta's equity offering. The two companies will collaborate around the Nvidia OpenShell reference architecture, including Nvidia OpenShell for secure deployment and Nvidia Sentry for agent behavior monitoring; Meta will also extend its use of Nvidia infrastructure to Vera Rubin, Vera CPU, as well as Spectrum-X and BlueField-4 Ethernet. Meta currently uses Nvidia infrastructure to run Muse AI models and agents.
Nvidia and Meta announced an expansion of their collaboration on Muse AI models and agents, with Nvidia set to invest $3 billion in Meta's equity offering. The two companies will collaborate around the Nvidia OpenShell reference architecture, including Nvidia OpenShell for secure deployment and Nvidia Sentry for agent behavior monitoring; Meta will also extend its use of Nvidia infrastructure to Vera Rubin, Vera CPU, as well as Spectrum-X and BlueField-4 Ethernet. Meta currently uses Nvidia infr
At the 2026 OCP Global Summit, Meta announced networking innovations supporting its latest AI models and the gigawatt-scale Prometheus cluster, including its first liquid-cooled network rack IcePack and the 102.4T switch IceCube (128×800G, available with Broadcom Tomahawk 6C or NVIDIA Spectrum-6). For scale-out, the Flattened Planar Fabric connects each GPU to eight network planes, simplifying the Clos architecture from 3 tiers to 2; for scale-across, it introduced the petabit-class super backbone BAG connecting buildings, campuses, and regions. Meta also introduced Tahan, an Ethernet scale-up switch for MTIA 300 based on Broadcom Tomahawk5, and open-sourced the MetaRoCE software implementation, with the first user-space version libsoftmetaroce now available on GitHub.
At the 2026 OCP Global Summit, Meta announced networking innovations supporting its latest AI models and the gigawatt-scale Prometheus cluster, including its first liquid-cooled network rack IcePack and the 102.4T switch IceCube (128×800G, available with Broadcom Tomahawk 6C or NVIDIA Spectrum-6). For scale-out, the Flattened Planar Fabric connects each GPU to eight network planes, simplifying the Clos architecture from 3 tiers to 2; for scale-across, it introduced the petabit-class super backbo
In its third-quarter financial report released on October 21, Meta estimated 2026 capital expenditures of $135 billion to $145 billion, to continue investing in AI infrastructure and new product development. The company said AI investment has already brought incremental advertising revenue through stronger user engagement, better recommendations and more efficient monetization, and expects these investments and new product launches to support revenue growth in 2027. Third-quarter revenue was $64.6 billion, up 26% year over year, including advertising revenue of $63.06 billion; total costs and expenses for the quarter were $51.61 billion, up 68% year over year, including $9.89 billion in expenses related to a settlement with 52 U.S. state attorneys general over litigation concerning teen mental health and social media.
In its third-quarter financial report released on October 21, Meta estimated 2026 capital expenditures of $135 billion to $145 billion, to continue investing in AI infrastructure and new product development. The company said AI investment has already brought incremental advertising revenue through stronger user engagement, better recommendations and more efficient monetization, and expects these investments and new product launches to support revenue growth in 2027. Third-quarter revenue was $64
Meta shares closed down 6.98% at $648.85 per share on October 22, falling back to early September levels, with all gains brought by the Muse agent wiped out. A report Meta submitted to the U.S. Securities and Exchange Commission on October 22 shows that as of September 30, 2026, its total irrevocable contractual commitments were $454.52 billion, mainly involving third-party cloud computing capacity, servers and network infrastructure, data center energy services and Reality Labs consumer hardware, of which about $45.85 billion and $121.41 billion mature in 2026 and 2027 respectively.
Meta shares closed down 6.98% at $648.85 per share on October 22, falling back to early September levels, with all gains brought by the Muse agent wiped out. A report Meta submitted to the U.S. Securities and Exchange Commission on October 22 shows that as of September 30, 2026, its total irrevocable contractual commitments were $454.52 billion, mainly involving third-party cloud computing capacity, servers and network infrastructure, data center energy services and Reality Labs consumer hardwar
Meta CEO Zuckerberg said on the October 21 earnings call that since launching on September 8, over 10 million users in the US and Canada have created Muse agents, roughly more than double Threads at its start. Muse can browse the web, send emails, and book travel on users' behalf; a quarter of users use it daily, the most common scenario is shopping, average purchase exceeds $200, first-week transaction volume exceeded expectations, and Meta had to work with Stripe to raise credit limits. Meta plans to charge merchants when Muse helps them complete sales; consumer use is free unless more tokens or more advanced models are needed; the CFO said it is working with Shopify, Walmart, and others to develop the Personal Agent Protocol.
Meta CEO Zuckerberg said on the October 21 earnings call that since launching on September 8, over 10 million users in the US and Canada have created Muse agents, roughly more than double Threads at its start. Muse can browse the web, send emails, and book travel on users' behalf; a quarter of users use it daily, the most common scenario is shopping, average purchase exceeds $200, first-week transaction volume exceeded expectations, and Meta had to work with Stripe to raise credit limits. Meta p
Meta said at its third-quarter earnings call that its AI app Muse now has more than 10 million users, with about 25% of registered users using it daily. Zuckerberg said that among active users who shop using the Muse agent, more than a quarter spend an average of over $200 per transaction, and that Muse enables agentic shopping through a Plaid connector. He also said Muse has achieved product-market fit, and that the next step is to scale up, grow revenue, and optimize compute costs, with cost efficiency expected to improve more than 10-fold over the next year.
Meta said at its third-quarter earnings call that its AI app Muse now has more than 10 million users, with about 25% of registered users using it daily. Zuckerberg said that among active users who shop using the Muse agent, more than a quarter spend an average of over $200 per transaction, and that Muse enables agentic shopping through a Plaid connector. He also said Muse has achieved product-market fit, and that the next step is to scale up, grow revenue, and optimize compute costs, with cost e
Meta's AI assistant Muse reached 10.2 million downloads in the US within 40 days of launch, with 10.9 million cumulative downloads worldwide, becoming only the 12th app to reach that milestone. Sensor Tower data shows that in October Meta allocated 39% of its total advertising budget to promoting Muse, up from 23% the previous month. Muse's 7-day retention rate in the US is 30% and its 14-day retention rate is 23%, higher than the 19% and 16% averages of competitors such as ChatGPT, Claude, and Grok.
Meta's AI assistant Muse reached 10.2 million downloads in the US within 40 days of launch, with 10.9 million cumulative downloads worldwide, becoming only the 12th app to reach that milestone. Sensor Tower data shows that in October Meta allocated 39% of its total advertising budget to promoting Muse, up from 23% the previous month. Muse's 7-day retention rate in the US is 30% and its 14-day retention rate is 23%, higher than the 19% and 16% averages of competitors such as ChatGPT, Claude, and
Meta's AI agent Muse reached 10.2 million US downloads within 40 days, a pace only 11 apps have ever achieved in history, most of which are mobile games. Its US 7-day retention rate is 30% and 14-day retention rate is 23%, compared with competitor averages of 19% and 16% respectively; daily active users reached 2.5 million on October 16, up 15% in a week, but still less than a quarter of US downloads.
Meta's AI app Muse has accumulated 10.9 million downloads since launching in September, including 10.2 million in the US market, making it one of the few apps to reach that scale within 40 days of launch. Sensor Tower data shows that Muse's 7-day retention rate in the US is 30% and its 14-day retention rate is 23%, above the averages of 19% and 16% for ChatGPT, Claude, and Grok; on October 16, its daily active users reached 2.5 million for the first time, up 15% month over month. In October, Meta allocated 39% of its advertising spend to promoting Muse, up from 23% the previous month.
Meta's AI app Muse has accumulated 10.9 million downloads since launching in September, including 10.2 million in the US market, making it one of the few apps to reach that scale within 40 days of launch. Sensor Tower data shows that Muse's 7-day retention rate in the US is 30% and its 14-day retention rate is 23%, above the averages of 19% and 16% for ChatGPT, Claude, and Grok; on October 16, its daily active users reached 2.5 million for the first time, up 15% month over month. In October, Met
