Nvidia to invest $3 billion in Meta as AI partnership deepens
Nvidia is committing $3 billion to Meta's multi-billion-dollar equity offering as both companies expand their collaboration around next-generation AI infrastructure and Muse AI agents.
Nvidia plans to invest $3 billion into Meta Platforms as the tech giants expand their artificial intelligence partnership, according to reports from CNBC and the Wall Street Journal. The investment coincides with massive fundraising efforts by Meta to support AI infrastructure, with total targeted capital raises ranging between $95 billion and $98 billion across public offerings and an at-the-market share program.[3][4][9][11][13][14][16]
Under the deepened partnership, Meta will expand its adoption of Nvidia's next-generation hardware to scale Muse AI agents. Meta plans to deploy Vera Rubin systems, standalone Vera CPUs, Spectrum-X Ethernet networking, and BlueField-4 data processing units to enhance training and inference performance per watt while cutting operational costs. The companies are also collaborating on AI safety and governance by exploring Nvidia's OpenShell reference architecture and Nvidia Sentry for monitoring agent behavior.[1][2][7][8][9][10][12]
Meta's fundraising efforts include upsizing its common stock offering to $25 billion from $22.5 billion, priced at $625 per share. CNBC reported that Meta planned an initial $35 billion in underwritten public offerings, followed by an additional $60 billion through an at-the-market program. Barron's noted the $60 billion program involves nonvoting Class C common shares following a one-for-one distribution scheduled for January.[4][9][11][12][15]
Key facts
- Nvidia is investing $3 billion in Meta Platforms' equity offering as part of an expanded AI partnership.
- Meta upsized its common stock offering to $25 billion from $22.5 billion, priced at $625 per share.
- Meta announced plans to raise up to $95 billion to fund artificial intelligence infrastructure, including an initial $35 billion in public offerings and $60 billion in an at-the-market program.
- Meta plans to deploy Nvidia Vera Rubin systems, Vera CPUs, Spectrum-X Ethernet networking, and BlueField-4 data processing technology to power its Muse AI agents.
- Nvidia and Meta are evaluating Nvidia's OpenShell reference architecture and Nvidia Sentry for monitoring and securing AI agent deployments.
- Barron's reported Meta plans to issue as much as $60 billion of nonvoting Class C common shares in an at-the-market offering following a January distribution to Class A and B shareholders.
Sources · 13 sources
- SB
Shay Boloor@StockSavvyShayPost on X ·
$NVDA is expanding its $META partnership beyond GPUs into standalone Vera CPUs and security software for AI agents. Pretty interesting as AI shifts toward agents because Nvidia is now going after CPU spending traditionally held by $INTC and $AMD while building another layer of software lock-in beyond CUDA.
Open source - WS
Wall St Engine@wallstenginePost on X ·
Nvidia and Meta are working to improve Muse's AI training and inference performance while reducing the cost of running AI agents at scale. Here's what they're working on: > Vera Rubin and Vera CPUs: Meta plans to expand deployments of NVIDIA's next-generation AI infrastructure to improve performance per watt. > Spectrum-X Ethernet: Meta will deploy NVIDIA's networking technology to improve network efficiency and throughput. > BlueField-4: Meta will also deploy NVIDIA's data processing technology to support its growing AI infrastructure. > Training and Inference: Both companies will optimize Muse models and workflows to improve performance and lower total cost of ownership. > OpenShell: Exploring NVIDIA's reference architecture for safer AI agent deployment. > NVIDIA Sentry: Considering additional collaboration on monitoring AI agent behavior.
Open source - AG
AGTP@AGTPinsightsPost on X ·
BREAKING: Nvidia is investing $3 billion in Meta's equity offering, which Meta raised to $97.5 billion, the largest fundraising in its history. https://t.co/IUz993pCJ3
Open source - SB
Shay Boloor@StockSavvyShayPost on X ·
$NVDA is investing $3B into $META equity offering which was just upsized to $25B at $625 per share. That brings Meta’s total capital raise to a record $98B. https://t.co/wH6NusOyfq
Open source - TW
The Wolf Of All Streets@scottmelkerPost on X ·
JUST IN: Nvidia $NVDA to invest $3 billion in Meta $META equity offering https://t.co/iRSgJc0x0S
Open source - AX
Axios@axiosPost on X ·
Nvidia investing $3 billion in Meta in Muse partnership https://t.co/1mYR1hHaxf
Open source - TN
TNW@thenextwebPost on X ·
$3B goes from NVIDIA to Meta. The chip orders go back. Meta plans to add Vera Rubin chips and Spectrum-X gear. https://t.co/icy0TwGJQV https://t.co/9bu5qx4QVi
Open source - NE
NeowinFeed@NeowinFeedPost on X ·
Nvidia is making a $3 billion equity investment in Meta as the tech giants deepen their partnership to scale Muse AI agents using next-generation Vera Rubin infrastructure and OpenShell security. #Nvidia #Meta #AI https://t.co/lx48cmMJjz
Open source - EV
Evan@StockMKTNewzPost on X ·
NVIDIA $NVDA WILL INVEST $3B IN META $META'S NEW STOCK SALE The two are also expanding their AI partnership, per WSJ. Meta plans to use more Nvidia hardware, including its Vera Rubin systems, to power its Muse AI agents. Meta also raised its common stock offering to $25B from $22.5B, priced at $625 a share. Nvidia will invest $3 billion in Meta’s planned equity fundraise.
Open source - AI
Analytics Insight@analyticsinmePost on X ·
𝗡𝘃𝗶𝗱𝗶𝗮 𝗜𝗻𝘃𝗲𝘀𝘁𝘀 𝗨𝗦𝗗 𝟯 𝗕𝗶𝗹𝗹𝗶𝗼𝗻 𝗮𝘀 𝗠𝗲𝘁𝗮 𝗗𝗲𝗲𝗽𝗲𝗻𝘀 𝗔𝗜 𝗣𝗮𝗿𝘁𝗻𝗲𝗿𝘀𝗵𝗶𝗽 Nvidia and Meta are deepening their AI partnership, with Nvidia investing USD 3 billion in Meta's expanded equity offering. The companies will work more closely on Muse AI models and agents to improve performance and reduce costs. The deal comes as Meta increases its AI infrastructure spending and explores tools to improve the safe deployment of AI agents. #Nvidia #Meta #MuseAI #ArtificialIntelligence #AIInfrastructure #AIModels #AnalyticsInsightUAE Read More 👇 https://t.co/1VKKODfonV
Open source - CN
CNBC@CNBCPost on X ·
Nvidia has said it will invest $3 billion in Meta after the social media and AI giant announced plans to raise $95 billion to support its investments in artificial intelligence infrastructure. Meta on Monday said it would initially raise $35 billion in underwritten public equity offerings, before raising an additional $60 billion with an at-the-market program. Read more: https://t.co/t84AR4bXSu
Open source - WS
Wall St Engine@wallstenginePost on X ·
$NVDA will invest $3 billion in $META's equity offering. Meta plans to increase deployments of NVIDIA Vera Rubin systems and Vera CPUs, along with Spectrum-X networking and BlueField-4, to support its next-generation AI agents. The companies are also exploring collaboration on AI agent security and monitoring. Meanwhile, Meta has increased its common stock offering to $25 billion from $22.5 billion, bringing its current offerings to $37.5 billion, with another potential $60 billion share sale program planned for 2027.
Open source - TE
Techmeme@TechmemePost on X ·
Nvidia and Meta expand their Muse partnership, including Meta deploying more Vera Rubin and Vera CPUs; Nvidia will invest $3B in Meta's planned equity fundraise (Wall Street Journal) (Visit Techmeme dot com for the link and full context!)
Open source - CN
CNBC@CNBCPost on X ·
Nvidia to invest $3 billion in Meta as tech giants deepen AI partnership https://t.co/lXxSkgFqcB
Open source - BA
Barron's@barronsonlinePost on X ·
Meta also plans to issue as much as $60 billion of nonvoting class C common shares in an “at-the-market” equity offering when those shares are issued in a one-for-one distribution to Meta’s class A and class B holders scheduled for January. https://t.co/wS2YjPHMcU
Open source - TE
TechmemeArticle ·
Nvidia and Meta expand their Muse partnership, including Meta deploying more Vera Rubin and Vera CPUs; Nvidia will invest $3B in Meta's planned equity fundraise (Wall Street Journal) Wall Street Journal : Nvidia and Meta expand their Muse partnership, including Meta deploying more Vera Rubin and Vera CPUs; Nvidia will invest $3B in Meta's planned equity fundraise — Investment comes as Facebook's parent seeks up to $95 billion via stock offerings — Nvidia and Meta Platforms are expanding …
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