NVIDIA on October 26, 2026 said it will expand collaboration with Meta on Muse and the Muse family of models, and will invest $3 billion in Meta's equity offering. The newsroom release ties the deeper Muse work to demand for AI agents and to Meta's plan to run more next-generation agent workloads on NVIDIA infrastructure.

Key Facts

Details
Announced October 26, 2026 (NVIDIA Newsroom)
Investment NVIDIA will invest $3 billion in Meta's equity offering
Model / product focus Muse and the Muse family of models; inference and training performance, workflow optimizations, total cost of ownership
Hardware Meta intends to expand NVIDIA Vera Rubin and Vera CPUs; Spectrum-X Ethernet networking; BlueField-4
Other tech under consideration NVIDIA OpenShell Reference Architecture (OpenShell for safer deployment; NVIDIA Sentry for monitoring agent behavior)
Exec quotes Jensen Huang (NVIDIA) and Mark Zuckerberg (Meta) issued statements in the same release

Background

Meta on October 26, 2026 separately announced concurrent underwritten equity offerings of about $35 billion and a planned Class C ATM of about $60 billion, framed as an up-to-about-$95 billion equity financing plan for AI infrastructure (covered earlier as Meta's equity financing story). NVIDIA's $3 billion commitment is a new, specific investor line against that offering, announced with the Muse partnership expansion rather than as a restatement of Meta's financing plan alone.

Axios and Reuters both report the $3 billion figure and the Muse partnership expansion in line with NVIDIA's release. CNBC adds that AMD separately said it would invest $1 billion, and notes Meta had previously signaled interest from NVIDIA, AMD, and Broadcom of up to $5 billion combined. Those AMD and Broadcom figures are not in NVIDIA's newsroom post.

Reactions and Impact

Huang said AI agents are a new computing paradigm and that NVIDIA and Meta are expanding the partnership to optimize infrastructure end to end for capable, efficient, and secure agents so Muse can serve billions of people. Zuckerberg said Muse is how Meta brings personal superintelligence to everyone and that Meta wants to keep working with NVIDIA on personal agents and frontier models. Neither company disclosed closing conditions, share class, pricing, or a completion date for the investment in the newsroom text.

What We Don't Know Yet

  • Whether the $3 billion purchase has closed, at what price and in which Meta share class
  • How much additional Vera Rubin, Vera CPU, Spectrum-X, and BlueField-4 capacity Meta will buy, and on what schedule
  • Whether OpenShell and Sentry collaborations move beyond "considering"
  • Dollar amounts for any new chip purchase commitments tied to this announcement (not stated in the NVIDIA release)

Sources