Nvidia plans to invest $3 billion to subscribe to new Meta shares, deepening AI agent cooperation

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Nvidia plans to invest $3 billion to subscribe to new Meta shares; the two sides deepen AI agent cooperation

Cailian Press Niu Zhanlin Editor Lin Qi 2026-10-27 17:43

① Nvidia announced it will further deepen cooperation with Meta in the fields of the AI assistant Muse and related AI models; ② Nvidia also plans to invest $3 billion in Meta to subscribe to its newly issued shares.

Cailian Press, October 27 (Editor Niu Zhanlin) Nvidia announced on Tuesday that it will further deepen cooperation with Meta in the fields of the AI assistant Muse and related AI models. At the same time, in addition, Nvidia also plans to invest $3 billion in Meta to subscribe to its newly issued shares.

Nvidia said the deepened cooperation reflects growing market demand for practical AI agents. Meta plans to further deploy Nvidia infrastructure, including the Vera Rubin platform and Vera CPU, to support next-generation AI agents.

Muse is an important part of Meta CEO Zuckerberg's push for a "personal superintelligence" strategy. The product was previously known internally as Hatch and is intended to provide more personalized AI services to Meta's billions of users.

As AI agents gradually shift from answering questions to performing actual tasks, security has also become a focus for both sides. The two companies are also considering further cooperation in applying Nvidia's OpenShell framework to support the secure deployment of AI agents, and using the Sentry tool to monitor agent behavior.

Muse's functions also reflect this development direction. According to relevant reports, the product draws on the design ideas of the open-source AI agent OpenClaw and can, with user authorization, access applications such as email, calendars, payments, health, shopping, and smart home, and users can revoke the relevant access permissions at any time. This means Meta is trying to further develop its AI assistant from an information interaction tool into a personal agent capable of invoking multiple applications and helping users complete tasks.

Meta increases financing scale to $97.5 billion

While deepening technical cooperation, Nvidia will also contribute $3 billion to participate in Meta's stock offering.

On Tuesday, Meta raised the financing scale of its stock offering to $97.5 billion, the largest financing plan in the company's history. Previously, Meta announced plans to issue shares in batches, raising up to $95 billion to support its large-scale investment in AI infrastructure.

It is reported that Meta initially planned to issue about $35 billion in securities, including $22.5 billion of Class A common stock and $12.5 billion of depositary shares, the latter representing mandatory convertible preferred stock. Subsequently, the company raised the size of the common stock offering to $25 billion. The previously announced offering prices were $625 per share for Class A common stock and $50 per share for depositary shares.

Meta's continued expansion of its financing scale reflects its determination to accelerate investment in AI infrastructure. With the continuous development of AI model training, inference, and agent applications, technology companies not only need to invest more computing power, but also need to improve the operational efficiency of infrastructure and control growing costs.

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Cailian Press statement: The content of this article is for reference only and does not constitute investment advice. Investors who act on it do so at their own risk.

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