Nvidia will invest $3 billion in Meta's equity offering as the two companies expand their work on Meta's Muse AI agent. The deal targets inference and training performance, and it comes amid concerns about circular financing in AI.
Nvidia and Meta said on Tuesday they will expand their collaboration on Meta's Muse AI agent and the broader Muse family of models. Nvidia will also invest $3 billion in Meta as part of that deeper partnership.
Nvidia and Meta set out the technical plan
On October 27, the companies announced plans to optimize workflows to maximize performance and improve total cost of ownership for Muse AI agents. Those agents already run on Nvidia infrastructure.
Meta plans to expand its deployment of Nvidia infrastructure, including Vera Rubin platforms and Vera CPUs. It will also deploy Spectrum-X Ethernet networking and BlueField-4 systems to support network efficiency and throughput.
The two companies will also explore additional technical work, including the Nvidia OpenShell Reference Architecture for safer agent deployment and Nvidia Sentry for monitoring agent behavior.
Meta's funding push for AI spending
Meta increased its projected 2026 capital expenditures to roughly $135 billion to $145 billion, driven largely by AI infrastructure and rising costs. Separately, Meta revealed plans to raise up to about $95 billion through equity-related offerings.
Nvidia, AMD and Broadcom had previously indicated nonbinding interest in buying up to an aggregate of $5 billion of Meta's Class A shares. According to CoinGape, the investment comes amid concerns about circular financing, and Nvidia has invested over $50 billion in frontier AI labs and startups.
Muse demand and the executives' view
Meta launched Muse as a personal AI agent in the U.S. and Canada in September. It surpassed 10 million U.S. downloads in over a month, according to Sensor Tower data.
CEO Mark Zuckerberg said: "Muse is how we bring personal superintelligence to everyone."
Source: CoinGape
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