Nvidia invests $3 billion in Meta for AI partnership

Nvidia has agreed to invest $3 billion in Meta’s equity offering, deepening a partnership that will focus on the Muse AI platform. The investment comes as Meta plans to raise $97.5 billion in new shares, including a $35 billion initial public offering and a possible $60 billion share‑sale program. Nvidia and Meta will work together to improve training and inference performance for Muse, while reducing the cost of running the models. The collaboration is part of a broader effort to build out the infrastructure that will support the rapidly growing AI industry.

Hardware expansion

Under the agreement, Meta will expand its deployment of Nvidia’s Vera Rubin systems and Vera CPUs across its data centers. The company will also add Spectrum‑X Ethernet networking and BlueField‑4 data‑processing units to accelerate data movement. Nvidia and Meta are also exploring further work on Nvidia’s OpenShell framework for safe deployment of agents and its Sentry tool for monitoring behaviour. These additions are intended to increase overall performance and reduce operational cost for the new AI workloads.

Meta first launched its Muse AI agent in September 2026, describing it as a personal agent that can help users with tasks across everyday services. The company has said that the agent can integrate tools such as Dropbox, Slack and Zoom, and that it can be used by both consumers and small‑to‑medium businesses. Meta’s fundraising plan, which now totals $97.5 billion, is aimed at covering the expected $135 billion to $145 billion in AI spending this year. That spend will cover data‑center expansion, specialized chips, networking equipment and the computing capacity needed to train advanced models. The partnership with Nvidia is seen as a way to secure the technology required to support that growth.