On October 27, 2026, Nvidia announced a $3 billion investment in Meta Platforms as part of Meta's $95 billion equity offering to fund artificial intelligence infrastructure. The deepened partnership will expand Meta's deployment of Nvidia Vera Rubin systems and Vera CPUs while enhancing Meta's Muse AI agent. The deal highlights Nvidia's growing role as a key investor in its chip customers, sparking ongoing debate over potential circular financing risks.
Meta public equity offering
- ▪Advanced Micro Devices and Broadcom expressed interest in purchasing up to $5 billion combined in Meta Platforms shares during Meta's $95 billion equity offering
- ▪Meta Platforms announced on October 26, 2026, plans to raise $95 billion to fund artificial intelligence infrastructure, beginning with a $35 billion public equity offering
- ▪Nvidia announced that it will invest $3 billion in Meta Platforms as part of Meta's public equity offering
Meta and Nvidia technical collaboration
- ▪Meta Platforms plans to increase deployment of Nvidia Vera Rubin systems and Vera central processing units to support next-generation artificial intelligence agents
- ▪Meta Platforms and Nvidia are exploring collaboration on Nvidia's OpenShell framework and Nvidia's Sentry monitoring tool to deploy software safely
- ▪Meta Platforms and Nvidia expanded their partnership on Muse, Meta's artificial intelligence assistant that launched last month, to improve model training performance and reduce operating costs
Meta's Muse artificial intelligence agent
- ▪Meta Platforms' Muse artificial intelligence agent can access user calendar, email, health, payments, shopping, and smart-home applications
- ▪Meta Platforms and Nvidia released an image on October 27, 2026, showing Meta's AI agent Muse's mascot, Jolly, dressed in Nvidia chief executive officer Jensen Huang's signature leather jacket
Nvidia AI investment strategy and risks
- ▪Nvidia provided a $105 billion backstop earlier in 2026 for an OpenAI data-center lease in Ohio after downsizing from a planned $250 billion guarantee for the same lease
- ▪Nvidia has participated in 121 investment rounds in 2026 to build stakes in artificial intelligence companies, up from 13 investment rounds in 2022
- ▪Critics and analysts warned that Nvidia's strategy of investing in customers who purchase its chips creates circular financing risks similar to the dot-com bubble
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