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On October 27, 2026, NVIDIA and Meta announced an expansion of their collaboration on Muse and the Muse series of models to improve inference and training performance, with Meta's Muse models and agents running on NVIDIA infrastructure. According to an announcement published by the NVIDIA Newsroom that day, Meta plans to expand deployment of NVIDIA Vera Rubin and Vera CPU and to adopt Spectrum-X Ethernet and BlueField-4; the two sides will also evaluate the NVIDIA OpenShell reference architecture and NVIDIA Sentry for secure agent deployment and behavior monitoring. The same announcement stated that NVIDIA will invest $3 billion in Meta's equity offering. 36Kr AI reported on October 28 that this investment is part of Meta's total $95 billion fundraising plan, with AMD and Broadcom also expressing interest in investing; Meta expects full-year capital expenditure to reach $135 billion to $145 billion. The collaboration and investment plans have now been announced, while subsequent deployment progress remains to be disclosed.
AI-generated from public reports
Latest development · Report
Nvidia Invests $3 Billion in Meta's Muse Agent and Reaches PartnershipDevelopments
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- Source:NVIDIA：Newsroom
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Oct 29
AI Business
Nvidia Invests $3 Billion in Meta's Muse Agent and Reaches Partnership
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.
Oct 28
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NVIDIA Expands Muse Model Partnership with Meta and Plans to Invest $3 Billion
NVIDIA and Meta announced an expansion of their partnership around Muse and the Muse series of AI models, focusing on improving model inference and training performance and optimizing the operational efficiency of AI agents. NVIDIA also plans to invest $3 billion in Meta's equity offering. Meta plans to expand deployment of NVIDIA computing platforms, including the Vera Rubin platform and Vera CPU for next-generation AI agents, as well as Spectrum-X Ethernet and BlueField-4. The two parties will also explore secure agent deployment based on the NVIDIA OpenShell reference architecture and monitor agent behavior through NVIDIA Sentry.
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36Kr · AISelected
NVIDIA Invests $3 Billion in Meta and Expands Muse Agent Collaboration
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.
TMTPost · AGI
Edge AI Daily Morning Brief: Anthropic Files for IPO, OpenAI Releases GPT-6.1…
On October 26, 2026, Anthropic submitted an S-1 to the SEC, planning to list on Nasdaq under the ticker "ANT," with an IPO valuation potentially exceeding $2 trillion. OpenAI released GPT-6.1 Terra the same day, priced at $1 per million input tokens and $5 per million output tokens on the standard API, completing tasks more than three times faster than the flagship GPT-6 Astra. Google DeepMind launched a research preview of its world model Genie 4, achieving synchronized audio and video generation for the first time and doubling its consistency duration to two minutes.
East Money
NVIDIA plans to invest $3 billion for an equity stake in Meta, deepening Muse large model cooperation; TSMC plans to raise CoWoS packaging quotes by up to 20%
NVIDIA announced it is expanding cooperation with Meta in the AI assistant Muse and related large model fields, and will make a $3 billion equity investment in Meta. Meta will expand deployment of next-generation infrastructure including the Vera Rubin architecture, Vera CPU, Spectrum-X Ethernet, and BlueField-4. TSMC and other wafer foundry and packaging/testing companies are preparing to raise CoWoS packaging quotes, with increases of up to 20%, and their monthly CoWoS capacity is expected to exceed 130,000 wafers in 2026.
cnBetaSelected
Nvidia to invest $3 billion in Meta, expanding Muse AI collaboration
Nvidia will invest $3 billion in Meta's stock issuance plan, raising Meta's overall fundraising target from $95 billion to $97.5 billion. The two sides will optimize training and inference performance around Muse and related models; Meta will also expand deployment of Vera Rubin systems, Vera CPU, Spectrum-X Ethernet and BlueField-4, and evaluate adopting the OpenShell reference architecture and Sentry tools to securely deploy and monitor AI agents. Jensen Huang said AI agents represent a new computing paradigm, while Zuckerberg said Muse is at the core of Meta's "personal superintelligence" strategy.
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Caixin
Nvidia Invests $3 Billion in Meta to Subscribe to New Shares, AI Circular Deals Extend to the Magnificent Seven
On October 27 US time, Nvidia announced a $3 billion investment (about RMB 20 billion) to subscribe to newly issued Meta shares, while Meta announced it would expand deployment of Nvidia's Vera Rubin computing platform, Vera CPU, and Spectrum-X networking equipment, and cooperate with Nvidia on workflow optimization and agent security frameworks. This is the first time Nvidia has extended its circular deal model—providing funding to customers who then purchase its chips—to another member of the Magnificent Seven besides itself. Caixin reported that Meta's financial pressure has already become apparent, but it still plans to expand capital expenditure and raise tens of billions of dollars.
Electronic Technology Application
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.
SiliconANGLE
Nvidia and AMD to Subscribe to $4 Billion of Meta Shares, Expand Chip Cooperation
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.
Oct 27
Thurrott
Nvidia and Meta Expand Muse AI Model and Agent Partnership; Nvidia to Subscribe to $3 Billion of Meta Equity
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.
TechSpot
Nvidia invests $3 billion in Meta equity, collaborating to optimize Muse model training and inference
Nvidia confirmed a $3 billion investment in Meta's equity offering, and the two sides will deepen cooperation on the Muse AI model. The collaboration focuses on improving the training and inference performance of the Muse series models and reducing operating costs; Meta also plans to expand deployment of Vera Rubin systems, Vera CPU, Spectrum-X Ethernet, and BlueField-4. Meta previously announced raising about $95 billion, and Reuters said on Tuesday the total had been raised to $97.5 billion, with capital expenditure this year expected to be $135 billion to $145 billion.
Testing Catalog
NVIDIA and Meta Expand Muse Model Partnership
NVIDIA and Meta announced an expanded partnership to jointly advance the Muse series of models to improve inference and training performance; the two companies are also exploring NVIDIA OpenShell for secure deployment of AI agents and NVIDIA Sentry for monitoring agent behavior. Meta plans to expand deployments of NVIDIA Vera Rubin and Vera CPUs, and is considering other technical collaborations around the NVIDIA OpenShell Reference Architecture.
East Money
NVIDIA Plans to Invest $3 Billion to Subscribe to New Meta Shares, Both Sides Deepen AI Agent Cooperation
NVIDIA announced on Tuesday that it plans to invest $3 billion in Meta to subscribe to its newly issued shares, and to further deepen cooperation in the AI assistant Muse and related AI model fields. Meta will deploy the NVIDIA Vera Rubin platform and Vera CPU to support next-generation AI agents, and the two sides are also considering cooperating on the application of NVIDIA's OpenShell framework and Sentry tools to ensure secure deployment of agents. On the same day, Meta raised the scale of its stock offering financing to $97.5 billion, its largest financing plan in history.
East MoneyRelated discussion
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Phoenix Technology
Nvidia Plans to Invest $3 Billion in Meta to Expand AI Computing Collaboration
Nvidia announced plans to invest $3 billion in Meta, with the two sides set to deepen cooperation in the field of artificial intelligence. Meta plans to expand deployment of Nvidia's Vera Rubin computing platform and Vera CPU, and strengthen collaboration between the two sides on the AI agent Muse. This collaboration comes as Meta is ramping up investment in AI infrastructure; on October 26, Meta announced plans to raise $35 billion through an underwritten public stock offering and a further $60 billion through an at-the-market offering program, totaling $95 billion, with Nvidia, AMD, and Broadcom all expressing interest in subscribing.
Cailian Press
Nvidia plans to invest $3 billion to subscribe to new Meta shares, deepening AI agent cooperation
Nvidia announced plans to invest $3 billion in Meta to subscribe to its newly issued shares and deepen cooperation on the AI assistant Muse and related AI models. Meta plans to deploy Nvidia's Vera Rubin platform and Vera CPU to support next-generation AI agents, and the two sides are also considering jointly applying Nvidia's OpenShell framework and Sentry tools for secure agent deployment and behavior monitoring. Meta raised the size of its stock offering to $97.5 billion the same day, up from a previous plan of up to $95 billion.
Cailian PressRelated discussion
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The Decoder
Nvidia to Invest $3 Billion in Meta; Meta Plans to Raise Up to $95 Billion for AI Infrastructure
Nvidia will invest $3 billion in Meta's planned equity offering, and the two companies simultaneously announced an expansion of their collaboration around Meta's AI product Muse; Meta plans to use more Nvidia infrastructure in its next-generation AI agents, including the Vera Rubin system and Vera CPU. Meta plans to raise up to $95 billion through a stock offering for AI infrastructure, and AMD and Broadcom have also expressed interest in purchasing up to a combined $5 billion of Meta stock. The original article notes that critics call the model in which Nvidia invests in customers who then purchase Nvidia chips circular financing, arguing that it may obscure real demand.
WallstreetcnSelected
NVIDIA Plans to Invest $3 Billion for a Stake in Meta, Deepening Collaboration on AI Assistant Muse
NVIDIA and Meta announced a strategic partnership. NVIDIA plans to invest $3 billion in Meta's equity offering, and the two sides will deepen collaboration in the AI assistant Muse and large model fields. Meta will expand deployment of NVIDIA's Vera Rubin architecture, Vera CPU, Spectrum-X Ethernet networking technology, and BlueField-4 devices, and explore secure deployment and Sentry technology based on the OpenShell reference architecture. Jensen Huang and Zuckerberg both stated that AI agents represent a new computing paradigm, and the two sides will optimize infrastructure end-to-end to reduce total cost of ownership.
IT Home · Artificial Intelligence
NVIDIA and Meta Expand Muse AI Assistant Partnership, Invest $3 Billion
NVIDIA announced an expansion of its partnership with Meta in the direction of the Muse AI assistant to meet growing market demand for AI agents, and will invest $3 billion through a stock investment in Meta. Meta will expand deployment of NVIDIA's Vera Rubin platform and Vera CPU, adopting Spectrum-X Ethernet networking technology and BlueField-4 to improve the network efficiency and throughput of its AI data platform. The two sides are also considering cooperation such as adopting NVIDIA's OpenShell reference architecture to enhance agent security and using Sentry to monitor agent behavior.
IT Home · AIRelated discussion
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Unite.AI
Meta and NVIDIA Deepen Collaboration on Muse AI Models and Infrastructure, NVIDIA Plans to Invest $3 Billion
NVIDIA and Meta will expand their collaboration on Meta's Muse series of AI models and expand the deployment of NVIDIA computing and networking infrastructure at Meta, and NVIDIA will also invest $3 billion in Meta's equity offering. Meta plans to deploy Vera Rubin, Vera CPU, Spectrum-X Ethernet, and BlueField-4 to improve performance per watt and network throughput. The two parties will also consider collaborating on the NVIDIA OpenShell reference architecture and the Sentry agent behavior monitoring tool.
NVIDIA：NewsroomFirst-party
NVIDIA and Meta Expand Muse Model Collaboration; NVIDIA to Invest $3 Billion in Meta
NVIDIA and Meta announced an expansion of their collaboration on Muse and the Muse family of models to improve inference and training performance, with Meta's Muse models and agents running on NVIDIA infrastructure. Meta plans to expand deployment of NVIDIA Vera Rubin and Vera CPU, and to adopt Spectrum-X Ethernet and BlueField-4; the two sides will also evaluate the NVIDIA OpenShell reference architecture and NVIDIA Sentry for secure agent deployment and behavior monitoring. NVIDIA will invest $3 billion in Meta's equity offering.
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