NVIDIA Invests $3 Billion in Meta, Expanding AI Agent Collaboration Around the Muse Model
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.
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NVIDIA takes a $3 billion stake in Meta and expands its Muse model collaboration, giving readers a sense of how closely the two companies are tied together in AI agent infrastructure.
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On October 26 local time, NVIDIA and Meta officially announced that the two sides will expand their collaboration around Muse and the Muse series of models to improve inference and training performance and respond to strong market demand for practical AI agents.
Meta's Muse models and agents run on NVIDIA infrastructure and have achieved frontier-level benchmark performance since release, with consumer downloads also continuing to surge. NVIDIA and Meta plan to further deepen their collaboration, optimizing for various workflows to maximize performance and improve total cost of ownership. The two sides will also consider exploring more collaboration opportunities on the NVIDIA OpenShell reference architecture, including using NVIDIA OpenShell™ to enable secure deployment of AI agents and leveraging NVIDIA Sentry to monitor agent behavior.
This announcement further consolidates the long-standing and solid partnership between Meta and NVIDIA in support of Meta's AI infrastructure ambitions. Meta plans to expand the scale of its NVIDIA infrastructure deployment, including the Vera Rubin platform and Vera CPU for next-generation AI agents, to maximize performance per watt. Meta will also deploy NVIDIA Spectrum-X™ Ethernet networking and BlueField-4® to support network efficiency and throughput.
In addition, NVIDIA will invest $3 billion in Meta's equity offering.
NVIDIA founder and CEO Jensen Huang said: "AI agents represent an entirely new computing paradigm—software that can understand our goals, reason, call tools, and complete work on our behalf. This changes the way we use computers: from operating applications to working alongside agents. NVIDIA and Meta are expanding our collaboration to optimize computing infrastructure end to end, in order to build capable, efficient, and secure AI agents, enabling Muse to empower billions of people to achieve more and pursue more ambitious goals."
Meta founder and CEO Mark Zuckerberg said: "Muse is how we will bring personal superintelligence to everyone. We are excited to continue working with NVIDIA to deliver the best personal agents and frontier models to billions of people."